CPE & Event Catalog

Revocable trust. Estate planning with gifts. Portability. Adequate disclosure. DAF vs. private foundation. ILIT issues. Taxation of annuities.

Microsoft Word's best features. Taking control of Microsoft Outlook. Creating more effective presentations with PowerPoint.

Emerging technology trends that affect your strategy. Purchase guidance on what to approve and avoid. Innovative applications for productivity and efficiency. Interesting technology to test and consider.

Brazen employee theft. Ayer family trust. Pet First healthcare. Koss corporation.

Importance of being financially bilingual. Overall differences and similarities between U.S. GAAP and IFRS. Identifying the acquirer. Determining the acquisition date. Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree. Recognizing and measuring goodwill or gain from a bargain purchase.

Setting goals and problem solving. Creating a marketing plan. Building rapport with prospects. Asking the right questions. Implementing solutions. Negotiating next steps.

Types of business insurance. Business interruption insurance. Property insurance. State unemployment insurance. Workers' compensation insurance. Insurance for the home business.

Tax valuations. Merger and acquisition. Financial accounting. Litigation. Qualitative analysis. Quantitative analysis. Engagement defining. Valuation approaches. Valuation space groups.

Fraud current state of affairs. Case studies in fraud. SIM card fraud. Evaluating information tech application controls. AI and fraud prevention and detection.

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 . Fraud and best practices for a CPA.

Economic outlook?. Political outlook?. Environmental outlook?.

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.

Climate change and the economy. Sustainability disclosures. Climate change accounting.

Coaching. Mentoring.

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

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 concepts.

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

Budgeting and profit planning. Managing cash and receivables. Buying and selling products and services. Scheduling, planning, and efficiency measures. Measure business performance. Adequacy and cost of insurance coverage. Buying or selling a business.

Sources and effects of, and managing, conflict. Mediating. Positive conflict.