CPE Catalog & Events

A three-prong strategy to close the gender gap, create an inclusive workplace, and boost your bottom line all at the same time.

Overview of PPACA Coverage Provisions. Grandfathered Health Plans. Benefit Limits Prohibited. Large Employer Requirement to Provide Health Coverage. Employer Credits and requirements. Form W-2 Reporting of Employer-Sponsored Health Coverage. Small Employer Health Insurance Premium Credit.

PPACA Provisions. PPACA-Mandated Personal Tax Changes. Tax-Favored Health Plans. FSA Contribution Limited. Grandfathered Health Plans.

Agricultural Accounting. Accrual and Cash Basis Accounting. Accounts. Accounting Transactions. Receivables Accounting. Investment Accounting. Inventory Accounting. Fixed Assets and Depreciation. Non-Current Farm Assets. Payables Accounting. Debt Accounting. Income Taxes. Derivatives and Hedging Transactions. Cooperative Accounting. Revenue Recognition. Financial Statement Preparation. Financial Statement Disclosures. Farm Financial Analysis.

Overview of third-party add-on solutions. Review add-ons for both traditional desktop and SaaS small business products. Shortfalls of specific add-on solutions. Strengths and weaknesses of various solutions.

How ACH payment work. Protection against ACH fraud. Best and worst ACH practices. Wire Transfers. Real Time payments.

GILTI and FDII. Reporting Forms.

Annual Report - The Financial Statements. Annual Report - Other Sections of the Report. Analysis of Financial Statements for Liquidity, Asset Utilization, and Solvency. Analysis of Financial Statements for Profitability and Market Value.

Analytical procedures. Critical thinking.

Introduction to Management Accounting. Accumulation of Costs - Job Order Costing. Break-Even and Cost-Volume-Profit Analysis. Budgeting for Profit Planning and Financial Modeling. Performance Evaluation, Transfer Pricing, and Decentralization. Long-Term Investment and Capital Budgeting Decisions.

Anti-Fraud Protocols. Fraud Policy. Small Business Fraud Prevention.

Terms of Engagement - Au-C Section 210. Auditor's Communication with Those Charged with Governance - AU-C Section 260. External Confirmations - AU-C Section 505. Written Representations - Au-C Section 580. Communicating Internal Controls Matters Identified in an Audit - Au-C Section 265. Audit Evidence - Litigation, Claims, and Assessments - Au-C Section 5001.

Risk Assessment Standards. Entity and its Environment. Understanding and Documenting Internal Control. Assessing the Risk of Material Misstatement. Linking Audit Procedures to Risk Assessment.

Fraud Studies and Statistics. Fraudulent Financial Reporting Risk Factors. Misappropriation of Assets. Auditing. Identifying and Assessing Risks. Assessment Results Response. Revenue Recognition Fraud. Disclosure Failures. Studying Fraud Schemes.

Basic protection concepts and fraudulent transfers. Insurance. Individual titles and sole proprietorship. Corporations. Trusts. Co-tenancies. Partnerships. Limited liability companies. Marital property and separate property. Premarital and post-nuptial agreements.

Asset Protection. Trusts. Divorce.

Financial Tax Planning. Deferral. Income Splitting.

Financial tax planning. Building an estate.

Comparing goals and purposes. Investment goals and retirement planning. Building an estate Section 1031 "like-kind" exchanges. Retirement plans. Tax credits and estimated taxes. Basic deductions. Income splitting. Elimination. Fringe benefits.

Website. Directories. Content Marketing. SEO. Social Media. Online Ads.