CPE Catalog & Events

Emerging technology trends that affect your strategy. Purchase guidance on what to approve and avoid. Innovative applications for productivity and efficiency. Interesting technology to test and consider.

7 Key Managing Skills. Managing Using EQ. That Link Between Manager and Leader. Relationships as a Trusted Advisor.

How to use Excel's Ideas feature. Working with Excel's new data types. How to use Dynamic Arrays.

Setting Goals and Problem Solving. Creating a Marketing Plan. Building Rapport with Prospects. Asking the Right Questions. Implementing Solutions. Negotiating Next Steps.

Section 274 Statue History. Business Meals Under CAA. Tax Home. Case Law.

Key Elements in the Planning Process. Code Section 6166. Advanced Estate Planning Techniques. Estate Freeze Transactions. Estate Freezes. The Charitable Bail-Out. Suggested Terms for a Buy-Sell Agreement.

Tax Valuations. Merger and Acquisition. Financial Accounting. Litigation. Qualitative Analysis. Quantitative Analysis. Engagement Defining. Valuation Approaches. Valuation Space Groups.

Work-Life Harmony Vs. Work-Life Balance. Our Beliefs Vs. Our Purpose. Journey to Self Discovery. Tools to Connect to Your Authentic Self. The Beginner's Mind. Strategies to Stay Focused. 5 Meditation Apps to Calm a Busy Mind.

COVID-19 effects on Financial Statements. COVID-19 effects on Audits. Risk Assessment.

Software publisher updates. New technologies for CPA firms to consider. Opportunities in evolving areas of public practice.

Identify key changes impacting the CPA profession. Recall common characteristics and traits commonly shared by our colleagues. Identify steps we as professionals can take to build trust with our colleagues.

Fraud Current State of Affairs. Case Studies in Fraud. SIM Card Fraud. Evaluating Information Tech Application Controls. AI and Fraud Prevention and Detection.

Types of Fraud. Definition of Fraud. Why Fraud Occurs and who Commits it. Fraud on Audits of Financial Statements. Fraud and Reviews of Financial Statements. The Worst 7 U.S. Accounting Fraud Cases to date. Fraud and Information Technology (I.T.). Fraud and Best Practices for a CPA.

Charitable Remainder Trusts. Charitable Lead Trusts.

Lifetime Contributions. Donation of Farmland. Donation of Grain or Livestock. Charitable Remainder Trust. Charitable Lead Trust. Charitable Gift Annuity.

Outright Gifts and the Income Tax Deduction. Donor Advised Funds. Testamentary IRA Transfers. Gifts from Trusts and Estates and the Income Tax Deduction. Charitable Gift Annuities. SECURE Act.

Overview of small business accounting solutions. Traditional desktop and SaaS small business products. Shortfalls of specific accounting solutions. Strengths and weaknesses of various solutions. Setup and configuration tips.

Climate Change and the Economy. Sustainability Disclosures. Climate Change Accounting.

College Costs. Higher Education Expenses Exception. 529 Plans.

Form 3508S - Loans Under $50,000. PPP Loan Forgiveness FAQs. Interim Final Rule 2020-0052. Treatment of EIDL Loans. Financial Statement Issues. PPP Loan Tax Issues. Form 3508EZ. PPP Loan Forgiveness Application (Long Form). Documentation Requirements.