CPE Catalog & Events

Qualified Retirement Plans. Tax Treatment of Qualified Plans. Annuities.

Health insurance coverage.

Financial tax planning. Building an estate. Preservation of wealth. Deferral. Reduction. Income splitting. Elimination. Estate planning. Asset protection.

Bankruptcy. Transfers incident to divorce. Asset protection. Medical, charitable and casualty. Debt cancellation and foreclosure. Repossession. Bad debts. Elderly and disabled planning. Estate planning.

Federal bankruptcy. Marital property settlements - Section 1041. Asset protection. Medical costs -Section 213. Casualty and theft losses - Section 165. Debt cancellation and foreclosure, repossession and bad debts. Elderly and disabled planning. Catastrophic illness and healthcare decisions. Supplemental security income and disability benefits. Estate planning and primary dispositive plans.

Bankruptcy. Transfers Incident to Divorce. Asset Protection. Medical, Charitable and Casualty. Debt Cancellation and Foreclosure. Repossession. Bad Debts. Elderly and Disabled Planning. Estate Planning.

Tax, Bankruptcy, and Financial Problems. Asset Protection. Medical Costs. Bad Debts.

Hardware trends. Software innovations. Communication and collaboration tools. Unusual technologies you might have missed. Key products to consider for implementation.

Hardware and software trends that affect your strategy. Purchase guidance on what to approve and avoid. Innovative applications for productivity and security. Interesting technology to consider.

Major concepts and terms surrounding networking, security, and authentication.

Identify technologies that enable remote and stay-at-home work. List the critical security considerations for a virtual workforce. Differentiate between options to meet your needs. Enumerate technology options to include in your technology plans.

Collaboration options in Teams. Using Teams to share information with people outside your organization. Adding apps into Teams. Securing Teams.

Spreadsheet Designs Fundamentals. Excel's Built-in Tools for Testing and Auditing Workbooks. Testing and Auditing Excel with Add-ins.

Schedule 8812. Forgiveness of PPP Loans. Schedule D. CCA 202151006. S-Corporation. Schedule K-2 & K-3. AB87/SB 113.

Knowing Your Client. Knowing Your Compliance Environment. Knowing Your Tax Position. State Compliance Rules. Business Taxation Rules by Entity Type. Risk Assessment. Discovering Fiscal Literacy.

Overview of Accounting Procedures. Order Entry Procedures. Credit Procedures. Shipping Procedures. Customer Billing Procedures. Collection Procedures. Cash Receipts Procedures. Purchasing Procedures. Procurement Card Procedures. Expense Report Procedures. Petty Cash Procedures. Receiving Procedures. Accounts Payable Procedures. Inventory Procedures. Payroll Procedures. Fixed Asset Procedures. Treasury Procedures. Closing the Books Procedures.

Unemployment Provisions. Targeted EIDL Advance. Support for Restaurants. Child Tax Credit.

The Story. Integration with Operations. The Controlling Landscape. Controlling Top Tips.

Tax non-audit services. Tax avoidance. Tax risk. Effective tax rates. Tax volatility.

Materiality. The Audit Report. Structure of the Report. Related Parties. Fraud.