CPE Catalog & Events

Crypto adoption ethical concerns. Blockchain uses. Cryptocurrency taxation. Cryptocurrency reporting changes.

What is blockchain. Buying and storing cryptocurrency. Investors. Miners. Tax planning opportunities.

Investors. Tax planning opportunities.

Crime epidemics. The threat prevention. Account takeovers. Prevent CEO fraud. The last vulnerability. Protect your networks.

Connecting to external data sources. Relating multiple tables to create Data Models. Summarizing and analyzing data. Using DAX to create user-defined calculations

PTIN renewal. Publication 4557. IRS Security Summit. Form 8821. Scam callers. IRS scams. Cyber Warning indicators. IRS dirty dozen.

Basic marital tax matters. Transfers incident to divorce. Alimony and child support. Selected marital tax issues outside of divorce.

Contract costs. Disclosures. Construction contractors.

Revenue recognition disclosures. Contracts with customers. Contract balances. Assets recognized from costs to obtain or fulfill a contract. Business combinations disclosures. CECL disclosures - assets measured at amortized costs. CECL disclosures - available-for-sale debt securities. Segment reporting disclosures.

Registrant's business and operations. Financial information. Securities and trading markets. Matters related to accountants and financial statements. Corporate governance and management. Asset-backed securities. Regulation. Financial statements and exhibits.

Lease definition. Is there an identified asset? Consideration of substitution rights. Right to substantially all of the economic benefits. Right to control use of the asset. Decision-making rights. Final determination. Short-term lease exception. Determining whether a contract contains a lease.

Section 529 qualified tuition programs. Coverdell education savings accounts. Education savings bond program. Educational tax credits. Educational assistance and student loan interest.

Five attributes of audit finding. Improve finding's presentation. Techniques for finding's results. Techniques to develop recommendations.

Data science and big data. Robotic Process Automation (RPA). Machine learning. Artificial intelligence. Blockchain, cryptocurrency, and stable coins. 5G. Quantum computing. Other emerging technology. 3-D printing. Robotics, drones, and autonomous vehicles. VR and AR.

Compensatory stock. NQs, RSUs, ISOs, and ESPPs. Stock option reporting. An opportunity to plan. Other special circumstances.

401(k) plans. Qualified disaster loans. Early distribution penalty exceptions. Form 5329. Required minimum distributions. Roth 401(k) vs. Roth IRA. Mega Back Door Roth IRA.

Overview of mid-market solutions. Probable third-party solutions required. Accounting solutions for specific industries. Specific strategies to use on selecting a system. Guidance on preparatory steps and conversions.

ASU definition. Where to find ASUs. What's included in ASUs. Main provisions and how they differ from current U.S. GAAP. Transition requirements. FASB technical agenda. Determining applicability/materiality. Evaluating options. Assess disclosures and benchmark. Tacking, updating, and adopting.

S Corp general taxation. Preparing Form 2553. Fixing S-Elections. Stock basis ordering rules. S Corporation health insurance.

Fundamentals of effective visualizations. Creating visualizations in excel. Beyond the basics for more effective visualizations and communication.