CPE Catalog & Events

Qualifications and skills to look for in an IT provider, and the different types of IT providers. The available options for delivering applications to end-users. Guidance on what to buy and what to avoid when selecting hardware and software.

FICA and SET Basics. Net Investment Income Tax. Reasonable Compensation.

Balance Aggression and Caution. Focus on Areas of Competence. Insist on the Best Possible Management Team. Swarm on Problems. Organize and Plan. Focus on a Few Decisions. Think Long Term.

Empower Business owners, operators, and employees. Prevent Cybercrime. Secure Mobile Devices. Prevent Mortgage Fraud. Prevent Social Engineering. Prevent Email Hijacking. Create Strong Passwords.

The Small to Mid-Sized Business Accounting Landscape. Sized Business Accounting Landscape QuickBooks Online and QuickBooks Desktop. Xero Accounting, Wave Accounting, and AccountingSuite. Wave Accounting, and AccountingSuite SMB Solutions from Sage Software. Microsoft Dynamics 365. Zoho Accounting Apps. Other Solutions, Wrappers, and Extenders

Fundamentals of cloud accounting for small businesses and why these issues matter. Five critical questions when considering a small business accounting solution. Relative strengths and potential issues associated with leading cloud-based accounting solutions for small businesses.

Social Engineering Fraud Schemes. BEC Scam.

Introduction to Social Media. Social Media Tools. Social Media Marketing. Launching a Social Media Campaign.

Tax Economics. Installment Sales and Time Value of Money. Mortgage Finance. Home Sales and Like-Kind Exchanges. Involuntary Conversions. Passive Loss and At-Risk Rules. Sales by Foreign Investors. REITs.

Tax economics. Installment sales and time value of money. Mortgage finance. Home sales and like-kind exchanges. Involuntary conversions. Passive loss and at-risk rules. Sales by foreign investors. REITS

Change from GAAP to an SPF. Financial Statement Theory. Economic Resources & Claims. Changes in Resources and Claims. Recognition and Measurement Issues. Presentation and Disclosure. Disclosure Guidelines. Major Differences Between FRF-SME and the Tax Basis of Accounting. Sections of the FRF-SME.

Industry-Specific Guidance. Revenue Standard. Lease Accounting. Superseded Industry-Specific Guidance. Impairment Indicators. Netflix Streaming Content Accounting.

Real Estate Project Costs. Real Estate Sales. Property Rentals.

Fraudulent financial reporting. Business issues and risks. Going concern uncertainties. Related party transactions. Misstatements. Noncompliance with laws. Preparations, compilation and reviews. Client acceptance and continuation.

Statement of Cash Flow. Cash Flow Analysis.

Fundamentals of Reporting and Analysis. Gross vs. Net Cash Flows. Preparation of Cash Flow Statement.

Understanding the Basic Concepts. Comparing Periods to Identify Cash Flows. Categorizing the Cash Flows. Selecting Your Presentation. Preparing the Statement. Preparing Disclosures. Documenting Your Work.

Professional Requirements. Engagement Acceptance. Gathering Information. Preparation of Financial Statements. Disclosures. Reports. Documentation. Client Representation Letters. Guidelines for Specific Presentation. Considerations for an SPF. Compilation Requirements.

Determining Current Tax Position. Determining the Deferred Tax Position. Identify Any Unrecognized Tax Positions. Considering Any Special Issues. Preparing Disclosure.

Determining Engagement Acceptance. Agreeing Upon the Procedures. Performing the Procedures. Obtaining Written Agreement of Appropriateness. Presenting Findings. Obtaining Representations. Preparing the Report. Preparing Documentation.