CPE & Event Catalog

Additional tax on early distributions. 60-day waiver request. Self-certification rollover list. Revenue procedure 2020-46. Higher education expenses exception. First home exception. ABLE accounts. Additional tax on excess contributions. RMD penalty waivers.

Contributions to traditional IRAs. Form 8606 best practices. Recreating cost basis. Backdoor Roth IRA. Distributions from traditional IRAs. Distributions from Roth IRAs. Qualified charitable distribution.

Creating and using Styles in Excel. The accounting format and why you should use it. How to create custom formats. Formatting dates for maximum impact. The advantages of storing formats in templates.

1041 specifics. Role of the fiduciary. Role of the tax preparer. Allocation of deductions. TCJA issues. Tax exempt income.

Fraud investigation reporting.

Employee fraud schemes. Financial statement fraud schemes. Outsider fraud schemes.

Fraud. Internal controls. Auditing. Ethical issues. Advanced accounting issues. Risk management.

Fraud. Internal controls. Auditing. Ethical issues. Advanced accounting issues. Risk management.

Fraud. Internal controls. Auditing. Ethical issues. Advanced accounting issues. Risk management.

Fraud. Internal controls. Auditing. Ethical issues. Advanced accounting issues. Risk management.

Full disclosure principle. Accounting policies. Subsequent events. Common disclosures. Summary of significant accounting policies. Unconditional purchase contract obligations. Segmental reporting. Related parties. Risks and uncertainties. Accounting changes and error corrections. Interim financial reporting.

Presentation of financial statements. Balance sheet. Comprehensive income. Income statement. Statement of cash flows. Notes to financial statements. Accounting changes and error corrections. Changing prices. Earnings per share. Interim reporting. Risks and uncertainties. Segment reporting. Receivables. Debt and equity securities. Equity method and joint ventures.

Rules regarding allowable costs. Cost principles for federal grants. General cost principles. Allowable costs. Reasonable and necessary costs. Allocability. Allocable costs. Shared organizational costs. Consistent treatment.

Governmental accounting overview. Fund accounting. Basis of accounting and measurement focus. Reporting capital assets. Reporting liabilities. Budget and budgetary accounting. Common accounting transactions. Classification and terminology. Financial reporting entity. Annual comprehensive financial report. Financial reporting considerations. Financial statements. Budgetary reporting. Cash flows statements. Segment information. Reporting entity and component unit presentation and disclosure.

Auditor Reporting - AU - C 700 Series. Significant changes to the Auditor's Report. Auditor Reporting - SAS No. 134. Illustrative report. SAS 135, Omnibus Statement on Auditing Standards - 2019. SAS 141. Audit evidence. Auditing accounting estimates and related disclosures (SAS No. 143). SAS 144.

UG Update Procurement and the Supplement. Prior confusion and thresholds. Micro-purchases. Small purchases. Subrecipient monitoring and management. Indirect cost rate. Major program determination. High-Type B Programs. Direct and material compliance requirements. Internal controls. A walk-through of Part 6.

Grantor type trusts. Taxation and trusts. Estate tax freeze.

Elements of high-impact communications. Effective vs. less effective communication channels. Giving and receiving feedback. Nonverbal communication. Impactful presentations.

The 40-20-40 approach to meeting engagement. How to build an engaging audience. Top two essentials for leadership skills. Tips for an impressive virtual meeting presence.

What is and is not internal use software? Scope of internal-use software guidance. Hosting arrangements. Stages of software development. Commencement of capitalization. Amortization - cloud-based arrangements. Balance sheets. Statement of cash flows.