CPE Catalog & Events

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

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

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

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.

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.

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.

Revenue Recognition. Leases. Credit Loss Standard.

Accounting Basics. The interpretation of Financial Statements. Discounted Cash Flow Techniques. Capital Structure Analysis. Business Valuation. Product Development. Supply Chain Management. Building and Managing Teams. Business Strategy.

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.

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

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.

Understanding what ransomware is and how it is transmitted. Exploring a variety of high-profile ransomware cases. Developing an action plan to reduce your individual and organizational risk.

Year-End Close. Receivables Yea-End. Inventory Year-End. Fixed Assets Year-End. Payables Year-End. Payroll Year-End. Public Company Year-End. Closing Checklist.

5 Phases of Project Management. Key Tools for Planning. Work Breakdown Structure (WBS). 5 Phases of Project Management. 12 Keys for Selecting a Vendor. Risk Identification and Assessment. Project Success Model.

Financial Reporting Overview. Financial Reporting Issues in the Great Recovery. Lease Accounting. Debt, Covenants, Loans and Forgiveness. Current & Recent FASB Activity. Revenue Recognition Retrospective. Not-for-Profit Update.

Review the AICPA Code of Professional Conduct and key Washington differences. Discuss new developments at the national and state level in ethics in the last three years. Explore best practices for CPAs in public accounting and industry. Highlight emerging issues.