CPE & Event Catalog

Sales tax basics. Includable gross income, accruing the use tax, exemptions, interstate, and foreign sales. Special areas, including construction activities and information technology.

Financial statement disclosures for small and medium-sized businesses. Balance sheet, income statement, and statement of cash flows presentation and disclosure issues. Disclosure examples from all sized entities which you can use to base your disclosures on. Developing disclosure issues. including disclosures related to the adoption of Topic 606.

Technical definitions of tax malpractice. Risk management techniques: quality control procedures and maintaining professional competence. Aggressive tax strategies. "War stories" dealing with tax-related claims against CPAs. Insurance carrier experiences. Substantive tax areas: tax-deferred exchanges, built-in gains, alternative minimum tax and overlooked tax elections.

Payroll accounting.

Introduction to ChatGPT and its applications in accounting. custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.

Defining your teams and channel structure - best practices. Step-by-step guide on how to create and manage teams and channels. How to organize your Teams navigation panel. Configuring your notification settings. Connecting Teams to external apps. Understanding how Teams integrates with SharePoint, OneNote, and Planner apps. Tracking your Teams app usage analytics. Archiving and deleting Teams and related content.

Arbitration agreements. Confidentiality agreements. Restrictive covenants. Training. Severance agreements.

AI and ChatGPT. Machine learning and predictive transaction tagging. Profiles of an improper or corrupt vendor payment. Data Sharing Consortium and Split Learning Techniques. Cryptocurrency trends and applications from an accountant's perspective.

Why the brain can remember some things a hundred times better than others. Why we typically forget names and faces, and what can be done about it. How our emotions follow the motion of our body, and how that can be used to instill instant confidence. How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques. How to prevent dementia and brain "fog" using specific supplements and exercise. How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life. How to use the concept of constant learning to help you maintain a balanced and fulfilling.

Record retention, record production to the IRS and related matters. Dealing with IRS correspondence and penalty notices. The IRS attack on limited partners and LLC members for additional self- employment tax intensifies. Subchapter S employment tax issues and reasonable compensation. Choice of Entity and Using Hybrid Entities with differing federal and state classifications. Subchapter S inadvertent termination traps and the cost of remedies. Business Exit Strategies and using various types of entities in tandem. Should your accounting firm assist in filing Beneficial Ownership Information Reports with FinCen?

Review of the impact of the 2024 Compliance Supplement on Single Audits. Review of the changes to the Uniform Guidance. Review of common audit deficiencies found in Single Audits.

Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.

Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with ai. Investment analysis enhanced by ChatGPT.

Sources of workplace conflict. Conflict resolution strategies. Communication skills and active listening. Conflict management techniques.

National auditing quality performance. Impact of PCAOB on industry. Common audit failures and why they occur. AICPA enhancing audit quality initiative. Audit quality indicators.

Growth for the sake of the growth is the ideology of the cancer cell. Effectiveness trumps efficiency. Ideas have more value than their mere execution. What determines value and how much customers are willing to pay? Is business a zero-sum game?

Five management superpowers. The five key management strategies and skills that every successful manager has. How feedback becomes effective. How to develop listening skills. Accepting perfectionists: understanding and adapting. Review actions to take so that perfectionists may learn how to transform their behaviors. Based on research and proven methods, we will discuss tactics that may help. The wonderful attributes of perfectionists. The not so wonderful attributes of perfectionists. Why you should be a "learnaholic". Successful people do know one secret that keeps them on top? The answer is - they are lifelong learners. Learning styles:. What they are, why they matter, and what your unique learning style is. The seven essential elements for lifelong learning success. Two daily habits that can make this lifestyle transition easier. A learning technique that works regardless of your personal learning style. "How-to" guide to starting your new life as a learn-a-holic. Advancing your role as a business leader. Knowing the numbers is a valued skill, but not nearly enough to make you a real business leader. We will discuss proven tactics to enhance those skills. Lessons from great leaders. Steps to becoming a better leader.

Learn how to qualify and to make the S corporation election. Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained. Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations). Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder. Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes. Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation.

Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203-S Corporation Shareholder Stock and Debt Basis Limitations). Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner's/member's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations). How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership. What constitutes debt basis for an S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk.

What is and what is not a fringe benefit. Payroll tax withholding rules on taxable fringe benefits. Payroll reporting on employee checks, payroll returns, and W-2sWhat to watch for at year end and where to go to get resources.