CPE Catalog & Events

Form 5471. Safe Harbor determining CFC Status.

AICPA Code of Conduct. SAS 135 - 141.

Controller Job Description. Cash management. Credit and Collections Management. Billing Management. Inventory Management. Fixed Assets Management. Accounts Payable management. Equity management. payroll Management. Department management. Closing the Books. Financial Statements. Public Company Financial Reporting. Management Reports. Ratio Analysis. Budgeting. Capital Budgeting. Computer System Selection and Installation.

Safety and Soundness of Credit and Collection Process. Uncertainty and Decision Making. Safety and Soundness of Financial Plans. Manage the Debt/Equity Mix. Competing in the Global Economy. Federal, State, and Local Budgets. Trends in Employee Business Practices and Motivation. Social Security Funding and Retirement. The future of medical care, impact on your associates, and your costs. National Infrastructure Copyright 201.

Lease Accounting Standards. Recognition and Management. Modifications. Assets Under Construction.

Foundations The Contract-Based Approach and Five Step Model. Five Step Model. Percent of Completion and Separation of Combined Performance Obligations. Transition and Implementation. Key Areas in Revenue Recognition. Adjustment to an Ongoing Contract. Guidance in Revenue Recognition. Audit Issues in Revenue Recognition.

Remote work. Efficient work. CPA licensure model. The office of tomorrow.

Getting Started as an Investor. Financial Markets. Investment Process. Return and Risk. Fundamental Analysis. Technical Analysis. Common Stocks and Preferred Stocks. Common Stock Valuation. Fixed Income Securities. Investing in Options. Future Contracts. Global Investing. Tax-Advantage Investments. Investing in Mutual Funds, Index Funds and ETFs. Diversification, Portfolio Construction, and Asset Allocation.

Data transparency and access. Data deletion and portability. Definition of personal information. User opt out and the right to be forgotten. Understanding the fines and risks.

Business Strategies and Operations Management. Managerial Decision Making. Scheduling and Sequencing. General Management. Planning. Total Quality Management. Effective Leadership. Marketing. Market Research, and More.

Understanding arrays of data and how they are useful. Distinguishing between "legacy" array formulas and array formulas in "dynamic array-aware" versions of Excel. Using Excel's new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE. Applied examples of array formulas.

How to take advantage of instilling controls across the entire accounts payable spectrum.

Stretch Out IRAs. 401(a)(9) Regulations. Fiscal Year Planning. Roth Conversions. Estate Tax Considerations. The New Spousal Rollover Trap. Charitable Remainder Trusts. State Income Tax Planning. Charitable Planning with IRAs.

10 Year Rule. Eligible Designated Beneficiaries. Surviving Spouse. Non-Designated Beneficiaries. See-Through Trust.

Points of Controversy. FASB, New York Stock Exchange and SEC Rules. The Sarbanes-Oxley Act. Corporate Governance. The Key Sarbanes-Oxley Sections.

Business Owner's Taxable Income Below Threshold. When Taxable Income Exceeds the Threshold. When Taxable Income is Within Phase-In Range. Specified Services Trades or Businesses.

Soft Close Overview. Overhead Allocations. Intercompany Eliminations. Reserve Account Updates. Revenue Accruals.

FASB Concepts. Objective of General Purpose Financial Reporting. Fundamental Qualitative Characteristics. Elements of Financial Statements.

Roth 401(k) contribution rules. Direct and indirect Roth conversions. Direct and indirect Roth rollovers from qualified plans.

Basic Characteristics and Elements of Trusts. Living Trusts. Using Trusts to Secure the Benefit of the Marital Deduction. Trust Planning for Children. Using Trusts for Gifts to Charity. Charitable Remainder Trusts. Qualified Personal Residence Trusts (QPRTs). Planning with Intentionally Defective Grantor Trusts.