CPE Catalog & Events

Understanding the Requirements. Enrolling in the Program. Understanding the Process. Preparing Your Quality Control Document. Documenting your Monitoring. Scheduling Your Peer Review. Submitting Your Engagement List. Reviewing Your Documentation. Being Aware of the Problem Areas. Submitting Your Engagements. Experiencing Your Peer Review.

Strategic Management - An Overview. Environment Analysis. Industry and Competitor Analysis. Internal Appraisal. Strategical Formulation. Strategic Choices. Strategic Implementation Issues. Strategic Evaluation and Control. Crafting Global Strategy.

Small Audits Made Easy and Profitable. Saving Time with Quality Control. Developing Cost-Beneficial Audit Strategies on Small Audits. Audit Planning for Profits. Understanding Internal Control and Making it Pay. Understanding Risk Assessment Standards and Financial Assertions. Simplifying Materiality and Sampling Decisions. Preparing the Most Efficient Practice Aids and Working Papers. Reviewing Engagements. Eliminating Wasted Time during Engagement Completion. Preparing Audit Reports and Internal Control Letters.

The Uniform Grant Guidance - General Principles and Basic Premises. Risk Assessment and Monitoring. Additional Expectations for Risk Assessments. The Consideration of Fraud. The Fraud Triangle. Have a Monitoring Plan for Each Recipient. Follow Up on All Identified Problems. The Single Audit. Internal Controls Standards. Tools you can use.

Succession Planning. The Succession Planning Process. Succession Training. CEO Succession Planning. Succession Planning Metrics. Succession Planning Failures.

Leadership and Succession. Understanding the Generations. Understanding Influence. Using Influence to Motivate all generations.

What is GAAP? Scope Consideration. Annual Qualitative Disclosure Requirements. Interim Disclosure Requirements.

Growing Demand for Sustainability. SASB Sustainability Accounting Standards Board. Waste Management Sustainability Report. GRI Global Reporting Initiative. UN Standards Development Goals. KPMG Survey of Corporate Responsibility Reporting 2017. SEC Position. Integrated Reporting. Investors' Position.

Market Volatility and the CARES Act RMD Strategy. SECURE Act. Core Roth Conversion Concepts.

65 Day Rule. Estate and Trusts Tax Rates. Individual Tax Rates. Form 1041-T.

Common security weaknesses that occur with hardware and software at home and in the office. Malware, ransomware, data breach, and incident response tips. Internal control failures resulting in the theft of assets or unauthorized manipulation of data. User authentication and security awareness training.

Financial Tax Planning. Building an Estate. Preservation of Wealth. Deferral. Reduction. Income Splitting. Elimination. Estate Planning. Asset Protection.

Social Security and Medicare. Still Working as a Senior. Retirement Distributions. Tax Planning. Other Planning Issues.

TCJA provisions affecting tax preparation.

Tax bracket modifications and changes. Individual and business tax credits, deductions and exclusions. Education incentives. Saving, pensions and retirement. Corporate and small business taxation. Insurance provisions. Compensation restrictions. International provisions. Exempt organization taxation.

The basics of everything you need to be aware of in regard to tax planning after the death of a spouse.

The Great Resignation. Basic Financial Planning. 2022 Tax Rates. Retirement Accounts. NUA. NIIT. Social Security. Healthcare. Reverse Mortgage.

Federal K-1. Tax Planning for PTET Credits.

Income for seniors earned and investment. Deductions bunching, tracing, minimizing. Effect of income tax strategies on an estate plan.

Current Property. Section 1031 Exchange. Qualified Opportunity Zones. Charitable Remainder Trust.