CPE & Event Catalog

Special purpose frameworks vs. GAAP. AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs). Cash and tax bases of accounting. Other Comprehensive Basis Of Accounting (OCBOA). Revenue recognition. Accounting methods. Financial statements. Disclosures.

Fraudulent financial reporting. Business issues and risks. Going concern uncertainties. Related party transactions. Misstatements. Noncompliance with laws. Preparations, compilation and reviews. Client acceptance and continuation.

Determining current tax position. Determining the deferred tax position. Identify any unrecognized tax positions. Considering any special issues. Preparing disclosure.

Determining engagement acceptance. Agreeing upon the procedures. Performing the procedures. Obtaining written agreement of appropriateness. Presenting findings. Obtaining representations. Preparing the report. Preparing documentation.

Preparing for the next 3-5 plus years?. Supply chain disruption?. Refinancing?. Insurance?. Mergers and acquisitions. Labor and H2A programs?. The great resignation.

Succession planning. The succession planning process. Succession training. CEO succession planning. Succession planning metrics. Succession planning failures

65-day rule. Estate and trusts tax rates. Individual tax rates. Form 1041-T.

Social Security and Medicare. Still working as a senior. Retirement distributions. Tax planning. Other planning issues.

Estate tax return. Income tax brackets. Step up in basis. Sale of home. Retirement accounts. Filing an estate. Portability. Form 8971.

The Great Resignation. Basic financial planning. 2022 tax rates. Retirement accounts. NUA. NIIT. Social Security. Healthcare. Reverse mortgage.

Income for seniors: earned and investment. Deductions: bunching, tracing, minimizing. Effect of income tax strategies on an estate plan.

Current property. Section 1031 exchange. Qualified opportunity zones. Charitable remainder trust

Life insurance death benefits. Life insurance policy living proceeds.

Pandemic effects on healthcare organizations. Covid regulatory issues. Telehealth implementation: lessons learned.

The story. Integration with operations. The controlling landscape. Controlling top tips.

The balanced scorecard.

Performance cycle. How to prepare a review. How to deliver a review.

Diversity. Equity. Inclusion.

What Sustainability is in today's world and why a business owner should care. How Sustainability Frameworks are starting to shift business. Where accounting fits into the Sustainability and ESG puzzle. The benefits of embracing Sustainability frameworks. A focused look at B Corporation certification.

Accounting basics. The interpretation of financial statements. Discounted cash flow techniques. Capital structure analysis. Business valuation. Product development. Supply chain management. Building and managing teams. Business strategy.