CPE Catalog & Events

Introduction to Human Life Value and Needs Analysis. Gathering Client Information for Needs Analysis. Identifying and Calculating Lump-Sum Financial Needs at Death. Social Security Survivor Benefits. Identifying Income Needs at Death. Calculating Survivor Income Needs at Death.

Discovering what companies such as Amazon and Google know about you. How to 'cleanse" your public profiles. What to do if you believe your data is compromised.

Child and Family Tax Credits. Simplification of Deductions. AMT Repeal. Estate and GST Taxes. Property Acquired by Gift. Picking a Year-End for Estates. Business Entity (Re)Classification. Cost Recovery.

Planning for long-term care.

4 Generation of Concern. Post-Death Distribution. Spousal Rollover. Essential Estate Planning Documents. Social Security. Medicare. Medicaid.

Availability of Portability. DSUE. Form 706 Part 6.

Strategic Planning. Post-Pandemic Planning. Mission Statements. Forecasting. Back-casting. The One-Page Plan.

Data relationships. KPI graphics. Adding measures and calculations.

Recognize how to Combine and Append Tables or Files. Importing Data Basics. Importing a Text File and Transforming It. Query Settings. Appending Data. Unpivot.

Lessee Accounting. Implementation Issues. Effective Date, Transition and Disclosure. Lessor Accounting.

Gaining the encourage to negotiate. General financial negotiation tips. Complex sales deals with multiple elements. Working the numbers to your advantage. Risk financing negotiations. Finding new angles and dimensions to negotiate. Sharing success with the other party. Purchasing negotiations - service and goods. Examples in various industries and contexts. Key watch outs and lessons learned. Some unusual tactics that you can use. Bureaucracy.

Treasury Regulations. Judicial Authorities. Major Reporters. Internal Revenue Code. Revenue Rulings. Revenue Procedures. Tax Research Methodology. Searches.

Key indicator reporting. People management tips. Innovative negotiation ideas. The fast close. Extra creative thinking for accountants. Auditors and lawyers minimizing costs. Financial reporting. Critical steps when you change jobs. Useful technology tips. Getting the most out of your bank. Cash flow crisis what to do when it happens. Working with cost-saving consultants.

Useful and practical tips for accountants working in the Not-For-Profit sector.

IRS Practice. Representing a Client before the IRS.

Misstatements. Materiality. Related parties. Going concern uncertainties. Client acceptance and continuation. Engagement letters. Prospective financial statements. Documentation.

Creating effective slides. Preparing to present. Managing nerves. Setting up the room. Managing questions and answers.

Presentation of Financial Statements. Liquidation Basis of Accounting. Income Statement. Sections of the Statement of Cash Flows. Notes to Financial Statements.

Introduction to Reinsurance. Types of Life and Property and Casualty Reinsurance. Purpose Reinsurance. Agreements Facilitating Reinsurance. Reinsurance in Operation. Reinsurance Regulation.

Service offerings to consider. Software options for a CAS practice. Procedures to consider for your firm. Specific techniques to improve productivity and profitability. Key errors to avoid.