CPE & Event Catalog

Five-step disaster recovery cycle. Disaster recovery. Uncommon disasters. Common disasters. Preparing for disasters. Surviving disasters.

Personal financial planning. Insurance issues. Selecting insurance companies.

Reasons for financial statement analysis. Analyzing financial statements. Users of financial statements. Analyzing financial statements. Concerns of users of financial statements. Types of financial statement analysis. Gross profit analysis. Steps to break-even analysis. Horizontal and vertical analysis. Ratio analysis. The overall cash flow pipeline. Measures of earnings quality. Reasonableness of earnings relationship to cash flow.

Financial strategies and realities during divorce. Property settlements. Financial support issues. Retirement strategies. Valuation issues. Asset selection and investing.

Recover from the 'shock' of change. Powerful 'stewardship' model. Building blocks of key practices. How to break bad habits. Build good habits. Overcome the 'immunity' to change.

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.