CPE Catalog & Events

Financial strategies and realities during divorce. Property settlements. Financial support issues. Retirement strategies. Valuation issues. Asset selection and investing.

Recover from the 'shock' of change. Powerful 'stewardship' model. Building blocks of key practices. How to break bad habits. Build good habits. Overcome the 'immunity' to change.

Additional tax on early distributions. 60-day waiver request. Self-certification rollover list. Revenue procedure 2020-46. Higher education expenses exception. First home exception. ABLE accounts. Additional tax on excess contributions. RMD penalty waivers.

Contributions to traditional IRAs. Form 8606 best practices. Recreating cost basis. Backdoor Roth IRA. Distributions from traditional IRAs. Distributions from Roth IRAs. Qualified charitable distribution.

Creating and using Styles in Excel. The accounting format and why you should use it. How to create custom formats. Formatting dates for maximum impact. The advantages of storing formats in templates.

1041 specifics. Role of the fiduciary. Role of the tax preparer. Allocation of deductions. TCJA issues. Tax exempt income.

Rules regarding allowable costs. Cost principles for federal grants. General cost principles. Allowable costs. Reasonable and necessary costs. Allocability. Allocable costs. Shared organizational costs. Consistent treatment.

Auditor Reporting - AU - C 700 Series. Significant changes to the Auditor's Report. Auditor Reporting - SAS No. 134. Illustrative report. SAS 135, Omnibus Statement on Auditing Standards - 2019. SAS 141. Audit evidence. Auditing accounting estimates and related disclosures (SAS No. 143). SAS 144.

UG Update Procurement and the Supplement. Prior confusion and thresholds. Micro-purchases. Small purchases. Subrecipient monitoring and management. Indirect cost rate. Major program determination. High-Type B Programs. Direct and material compliance requirements. Internal controls. A walk-through of Part 6.

Grantor type trusts. Taxation and trusts. Estate tax freeze.

SEPP. Exceptions to early distribution penalty. Fixed annuitization method. Notice 2002-62. Life expectancy tables. Private letter rulings. Planning considerations.

QuickBooks. Fundamentals of small business internal control. Implementing effective preventive controls with QuickBooks. Detecting issues using internal controls. The value of compensating controls in QuickBooks.

Understanding the Office 365 cloud interface. Cloud storage with SharePoint and OneDrive. Full review of apps and services to improve productivity.

Data sharing and management. Databases and relational data. Power Query and Power BI. Zapier, IFTTT, and more.

Understanding the entity and its environment and the applicable financial reporting framework. Understanding the components of the entity's system of internal control. Considerations for understanding it. Identifying and assessing the risks of material misstatement

Difference between cannabis, hemp, and marijuana. Marijuana's Schedule I status. Obtaining a marijuana license.

The key is to focus. Getting clients. Places to look for clients. Two major projects. Marketing materials. Build your online presence.

A new type of workplace diversity. Traditionalist generation. Baby boomers. Generation X. Generation Y.

Managing remotely. A prelude to project management. 5 keys to time management. Characteristics of leadership. Work breakdown structure. 5 phases of project management. Performance enhancers.