CPE Catalog & Events

Foundation Concepts. Case Studies.

Exchanging and Working with Quickbooks Data. Advanced Reporting Issues. Managing Inventory with Quickbooks.

Creating formulas in Power BI with Data Analysis Expressions. Adding Key Performance Indicators to your Power BI reports and dashboards. Managing security in Power BI. Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members.

Advanced trust tax return preparation.

A three-prong strategy to close the gender gap, create an inclusive workplace, and boost your bottom line all at the same time.

Overview of third-party add-on solutions. Review add-ons for both traditional desktop and SaaS small business products. Shortfalls of specific add-on solutions. Strengths and weaknesses of various solutions.

GILTI and FDII. Reporting Forms.

Analytical procedures. Critical thinking.

Anti-Fraud Protocols. Fraud Policy. Small Business Fraud Prevention.

Risk Assessment Standards. Entity and its Environment. Understanding and Documenting Internal Control. Assessing the Risk of Material Misstatement. Linking Audit Procedures to Risk Assessment.

Website. Directories. Content Marketing. SEO. Social Media. Online Ads.

Generally Accepted Audit Standards (GAAS). Key Audit Standards. Audit Documentation -Tips. Risk Assessment Procedures (RAP). Directional Risk - GAAP. Internal Control Framework. Internal Control - Best Practices. Internal Control Deficiencies Evaluation. Substantive Analytics - Tips. Audit Considerations.

List the significant backup approaches. Identify areas of critical weakness or threats in your backup and recovery systems. List all critical and non-critical applications and establish their order of recovery. Differentiate between backup solutions based on their features and benefits.

Types of Bankruptcies. Creation of the Bankruptcy Estate. Attribution of Income. Post-Bankruptcy.

Revocable Trust. Estate Planning with Gifts. Portability. Adequate Disclosure. DAF vs. Private Foundation. ILIT Issues. Taxation of Annuities.

Advice has Always Differentiated Humans from Tech. Becoming a Cherished Advisor. Soft Skills. Designing the Experience. Building the Experience. Becoming a Treasured Resource.

Microsoft Word's Best Features. Taking Control of Microsoft Outlook. Creating More Effective Presentations with PowerPoint.

Key issues with traditional reporting models. The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments. How to create "repeatable/refreshable" reports in Excel that link data from external data sources.

Corporate Tax Rate. Billionaire Tax. Capital Gain Recognition. Partnership Provisions. Estate and Gift Tax. International Tax Changes. 1031 Exchanges. Form 8938. Student Debt.

Emerging technology trends that affect your strategy. Purchase guidance on what to approve and avoid. Innovative applications for productivity and efficiency. Interesting technology to test and consider.