CPE & Event Catalog

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.

Conflict identification. Conflict management alternatives. Conflict assessment. The conversation. Conflict situations. Project conflicts. Conflict prevention and positive outcomes.

Coronavirus tax summary. Consolidated Appropriations Act. American Rescue Plan Act.

Four steps to learning. Four giant steps to leadership. Areas of inter-generational conflict. Model of influence through exchange. The law of reciprocity.

Planning around new tax laws. Creating trusted planning relationships.

Understanding business law. Critical elements of business law. Responsibility of management. Director liability. Duties of corporate management. Types of intellectual property. Contract law. 4 components of a contract.

Crowdfunding overview. Regulating crowdfunding. Regulation D and Regulation A+. Stock valuation.

Crypto adoption ethical concerns. Blockchain uses. Cryptocurrency taxation. Cryptocurrency reporting changes.