CPE & Event Catalog

New developments. Schedules K-2 and K-3. Crypto.

What is blockchain. Buying and storing cryptocurrency. Investors. Miners. Tax planning opportunities.

Investors. Tax planning opportunities.

Crime epidemics. The threat prevention. Account takeovers. Prevent CEO fraud. The last vulnerability. Protect your networks.

Cybersecurity. Risk assessments.

Connecting to external data sources. Relating multiple tables to create Data Models. Summarizing and analyzing data. Using DAX to create user-defined calculations

What are analytics? Analytics maturity benchmarking: how CPAs can benchmark their clients' analytics maturity. Three types of analytics: descriptive, predictive, and prescriptive.

What is forecasting? How to make and evaluate a forecast statistically. Forecasting a simple time series: staffing an office. Forecasting a more complex time series: product revenue forecasting. Forecasting a nonlinear target: CART trees for market segmentation.

What is optimization? How to set up and solve an optimization problem. Optimizing capital investment decisions with a decision tree. Optimizing inventory management with reorder points and safety stock.

PTIN renewal. Publication 4557. IRS Security Summit. Form 8821. Scam callers. IRS scams. Cyber Warning indicators. IRS dirty dozen.

Goals. Sources of performance deviations. Successful interventions.

Basic marital tax matters. Transfers incident to divorce. Alimony and child support. Selected marital tax issues outside of divorce.

Contract costs. Disclosures. Construction contractors.

Revenue recognition disclosures. Contracts with customers. Contract balances. Assets recognized from costs to obtain or fulfill a contract. Business combinations disclosures. CECL disclosures - assets measured at amortized costs. CECL disclosures - available-for-sale debt securities. Segment reporting disclosures.

Registrant's business and operations. Financial information. Securities and trading markets. Matters related to accountants and financial statements. Corporate governance and management. Asset-backed securities. Regulation. Financial statements and exhibits.

Lease definition. Is there an identified asset? Consideration of substitution rights. Right to substantially all of the economic benefits. Right to control use of the asset. Decision-making rights. Final determination. Short-term lease exception. Determining whether a contract contains a lease.

Section 529 qualified tuition programs. Coverdell education savings accounts. Education savings bond program. Educational tax credits. Educational assistance and student loan interest.

Effective decision making. Problem solving. Cognitive biases. Stereotypes. Values.

Elements of effective feedback. Proper feedback delivery. Successful feedback seeking.

Prioritizing work. Leveraging relationships. Protecting work time. Learning to say no.