CPE Catalog & Events

What is Cash? Cash Equivalents and Restricted Cash. Investing and Financing Activities. Gross vs. Net. Direct and Indirect Methods. Revenue Recognition Disclosures. Lease Transaction Disclosures. Other Disclosures. Reconciliations.

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.

Change Management. Change Management Process. Change Leadership. Conflict Management. Evolutionary Change. Transformational Change.

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.

Tax economics. Business planning. Deferred compensation plans. Basic fringe benefits. Business entertainment. Business travel and transportation. Insurance. Equity participation. Estate planning.

Advantages and disadvantages of sole proprietorships. Taxes for self-employed individuals. Definition of partnership. Partnership tax return and year taxable. Contributed property, assets and services. Sales and exchanges of partnership interests. Limited liability companies. C corporations and PSC corporations. Inventories. S corporations.

Sole Proprietorship. Partnerships. Limited Liability Companies. Corporations. S Corporations. Basic Fringe Benefits. Retirement Plans. Nonqualified Plans.

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.

Business Entity Tax Divide. Sole Proprietorship. Partnerships. Limited Liability Companies. Corporations. S Corporations.

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

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

General Ledgers and Other Ledgers. Trial balance. Journal Entries. Closing Process. Fine-Tune the Closing Process. Closing Cash. Closing Accounts Receivable. Closing Inventory. Closing Fixed Assets. Closing Accounts Payable. Closing Payroll. Income Statement. Balance Sheet. Statement of Cash Flows. Statement of Retained earnings. Financial Statement Disclosures. Segment Reporting. Interim Reporting. earnings per Share. Public Company Close. Controls for Closing the Books. Soft Close and Virtual Close.

Coaching. Mentoring.

Motivation. Recognition. Rewards. Feedback. Status differentials. Authenticity.

College Costs. Higher Education Expenses Exception. 529 Plans.

Invoice Delivery Methods. Slow Internal Invoice Approval. No Purchase Order Number or Name of Requisitioner. Invoices Sent to the Wrong Person or Place. Manual Data Entry Required. Duplicate Submission of Invoices. Invoices Missing Other Information. Second Invoices with Different Invoice Numbers. Addressing Other Invoice Challenges.

Becoming a stronger communicator. The communication process. Improving oral and written communications. "Empathy, ego and needs," personality types and their influence on communications. Case studies to summarize the course concepts.

Fraud. Misstatements. Materiality. Revenue recognition. Related parties. Going concern uncertainties. Engagement letters. Documentation and peer review considerations.