CPE Catalog & Events

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.

Generally Accepted Audit Standards (GAAS). Key Audit Standards. Audit Documentation -Tips. Risk Assessment Procedures (RAP). Directional Risk - GAAP. Internal Control Framework. Internal Control - Best Practices. Internal Control Deficiencies Evaluation. Substantive Analytics - Tips. Audit Considerations.

Auditing Revenue Recognition. CPA Practice Aids. CPA Firm Practice Aids.

Department of Labor Update. SAS 136 (Part 1) overview and lessons from an early adopter. SAS 136 (Part 2) Deeper Dive. A&A Update. Legislative issues what's coming. Common audit deficiencies. Most common operational errors and fixes.

Audits of Group Financial Statements. Key Issues Related to Group Audits. The Audit Process.

Apportionment of personal and business use. Deduction limitations using the actual cost method. Expensing - Section 179. Predominate business use rule. Auto leasing. Standard mileage method. Auto trade-in vs. sale. Employer-provided automobile. Nonpersonal use vehicle. Reporting of an employer-provided automobile.

Automobile Apportionment. Actual Cost Method. Expensing. Predominate Business Use Rule. Auto Leasing. Standard Mileage Method. Working Condition Fringe Benefits.

List the significant backup approaches. Identify areas of critical weakness or threats in your backup and recovery systems. List all critical and non-critical applications and establish their order of recovery. Differentiate between backup solutions based on their features and benefits.

Objectives of Financial Reporting. Cash and Cash Equivalents. Trading Securities. Long Term Investments. Property, Plant, and Equipment.

Financial Reporting Standards. Current Liabilities. Noncurrent Liabilities. Interest on Noninterest Notes Payable. Presentation and Disclosure of Long-Term Debt.

General Principles. Characteristics of Equity. Components of Stockholders' Equity. Capital Stocks and Retained Earnings. Dividends and Treasury Stock. Stock Subscriptions. Stock Warrants. Types of Dividends.

Types of Bankruptcies. Creation of the Bankruptcy Estate. Attribution of Income. Post-Bankruptcy.

Tax law changes. Bankruptcy types. Automatic stay. Preferences. Priorities. Debt discharge. Individual bankruptcy estate. Individual debtor. Corporate bankruptcy. Homesteading and garnishment.

Federal Bankruptcy. Homesteading. Garnishment.

Revocable Trust. Estate Planning with Gifts. Portability. Adequate Disclosure. DAF vs. Private Foundation. ILIT Issues. Taxation of Annuities.

Benefit mechanics. Employee achievement awards. Group term life insurance. Self-insured medical reimbursement plans. Medical insurance. Meals and lodging. Cafeteria plans. Employer-provided automobile. Adoption assistance program. Interest-free and below-market loans.