CPE Catalog & Events

IRA Contributions. IRA Withdrawals.

The nuts and bolts of 199A.

Categories of Hot Assets. Potential Issues.

SEPP. Exceptions to Early Distribution Penalty. Fixed Annuitization Method. Notice 2002-62. Life Expectancy Tables. Private Letter Rulings. Planning Considerations.

Reasonable Cause and Good Faith. Case Law. Revenue Procedure 84-35, 194-1 C.B. 509.

Current Expected Credit Losses. Measurement of Credit Losses on Financial Instruments. Codification Improvements to Topic 326, Financial Instruments - Credit Losses. Effective Dates. Codification Improvements.

QuickBooks. Fundamentals of Small Business Internal Control. Implementing Effective Preventive Controls with QuickBooks. Detecting Issues Using Internal Controls. The Value of Compensating controls in QuickBooks.

Understanding major pieces of privacy-focused legislation. Examples of policies that may be necessary. Suggest strategies for implementing security and privacy policies.

Understanding the importance of visualizations in Microsoft Office and other applications. Best practices associated with creating charts, graphs, and other visualizations. How to add interactivity and animations to your charts and graphs. Common mistakes to avoid when building visualizations.

Understanding the Office 365 cloud interface. Cloud storage with SharePoint and OneDrive. Full review of apps and services to improve productivity.

Understanding the Microsoft 365 cloud interface. Cloud storage and syncing with SharePoint and OneDrive. Selected apps and services to improve productivity. Collaborate effectively with Teams.

President Elect Biden's Campaign Tax Policy Proposals. Managing Capital Gains. Tax Policy Proposals. Gain Harvesting. Roth IRA Conversions. Charitable Remainder Trusts. Installment Sales.

IRC Section 6015(b) Innocent Spouse Relief. IRC Section 6015(c) Election of Separate Liability. IRC Section 6015(f) Equitable Relief. Issues and Perspectives. Applying for Relief. IRC Section 66 Treatment of Community Income.

Collections Overview. Payment Alternatives. Offer in Compromise.

Integration. Databases and API's. Integration Tools. Programming. Desktop and Reporting Tools.

Data Sharing and Management. Databases and Relational Data. Power Query and Power BI. Zapier, IFTTT and More.

Understanding the Entity and its Environment, and the Applicable Financial Reporting Framework. Understanding the Components of the Entity's System of Internal Control. Considerations for Understanding IT. Identifying and Assessing the Risks of Material Misstatement.

Creating Your First Macro in Less than Two Minutes. Understanding Macro Fundamentals. Working with the Macro Recorder. Introducing Visual Basic for Applications. Useful Macro Techniques for Accountants.

Difference between Cannabis, Hemp, and Marijuana. Marijuana's Schedule I Status. Obtaining a Marijuana License.

Connecting with clients. Bank financing. Cash flow management. Know your Client.