CPE Catalog & Events

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.

Key Economic Indicators. Government Deficits. International Trade and Tariffs. Key Legislative Issues.

Mapping mechanics. Common pitfalls. Popular retirement myths. Defining retirement. Developing a plan. Savings. Assets.

Financial Tax Planning. Building an Estate. Preservation of Wealth. Deferral. Reduction. Income Splitting. Elimination. Asset Protection. Retirement Planning. Social Security Benefits and Retirement Planning. Retirement Plans. Distributions from Retirement Plans. Nonqualified Plans. Life Insurance, Annuities, and Buy-Sell Agreements. Home Sales and Moving Expenses. Estate Planning.

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.

Building an effective time management framework. Three time factors-time wasters, time savers and time management techniques. Managing "oneself" to improve the management of time.

Accounting Applications. Fair Value Measurements. Financial Applications. Time Value Fundamentals. Time Value Tables. Calculating Future Values How Money Grows. Intra Year Compounding. The Power of Compounding. Future Value of an Annuity. What Is Present Value How Much Money Is Worth Now? Present Value of Mixed Streams of Cash Flows. Present Value of an Annuity. Perpetuities. Deferred Annuities. The Applications of Future Values and Present Values. Amounts of Periodic Withdrawals. Determining the Number of Periods Required. Determining the Number of Periods Required. Amortized Loans. Lease Payments. How to Develop a Loan Amortization Schedule. Annual Percentage Rate (APR). Rates of Growth. Bond Valuation. Stock Valuation. Discounted Cash Flow (DCF) Techniques. Lease versus Purchase Decision. Expected Cash Flow Model. Choosing an Appropriate Discount Rate. How to Compute the Cost of Capital.

Will your advance directive protect you both personally and financially? Creating trusted planning relationships Retirement plans, ROTH planning and conversions. Reverse mortgages.

Introducing PDFs. Creating PDF Documents. Organizing PDF Files. Miscellaneous PDF Techniques.

New developments Federal and California update. IRS audits of estate tax returns. New RMD rules, Roth conversions and estate planning for large retirement plans. Update from Washington regarding tax law changes. Helping your clients reduce, defer or eliminate capital gains taxes. Trust reformation and decanting update. Hot topics in international tax and estate planning and considerations for transfers to non-U. S. citizen spouses. Valuation of notes. The feasibility of using IDGTs and how you use it. Planning for changing exemption in 2025. Flow-through entities and impact on trusts. Changing exemption panel discussion. Charitable planning. Special needs trusts.

CPA firm centric hardware. Software changes. Technology options for your firm. Specific technologies to improve productivity and profitability. Strategic products to consider for implementation.

Define what it means to be a strategic leader. Evaluate your current strengths and identify areas for development. Describe the characteristics of trusted business advisors. Identify specific techniques to connect with, present to, and influence others.

Travel Expenses. Categories of Business Travel Expense. Local Transportation. Automobiles. Entertainment. Substantiation. Reporting and Reimbursement and T&E Expenses.

Treasury Management. Bank Relations. Cash Concentration. Cash Forecasting. Clearing and Settlement Systems. Investment Management. Equity Financing. Debt Financing. Supply Chain Financing. Insurance. Credit Management. Working Capital Management. Accounting for Treasury Transactions. Treasury Management Systems. Treasury Controls.

What is a True Sale Opinion, and when does it come into play? True Sale Opinion language. What are the audit impacts from restrictions on use. Conditions for sale accounting.

Source Materials. IRS Presidential Audits. Audit Issues Identified. Defending the Former President - Or Your Client.

"Income" for Distribution Purposes. Simple Trusts. Deductions. Interest and Dividends. Rental Income. Partnerships and other Pass-throughs.

What is the significance of the retirement plan beneficiary?. Primary vs. contingent beneficiaries. Is a trust a "designated beneficiary?". Why do people want to name a trust as the beneficiary?. Income tax aspects of trusts as beneficiary. What happens when the trust beneficiary dies?