CPE & Event Catalog

Planning for long-term care.

Strategic planning. Post-pandemic planning. Mission statements. Forecasting. Back casting. The one-page plan.

Treasury regulations. Judicial authorities. Major reporters. Internal revenue code. Revenue rulings. Revenue procedures. Tax research methodology. Searches.

Negotiating with suppliers. How to talk to your employees and cut payroll costs. Your bank and the crisis. Alternative financing options. Key advantages and watch-outs on some government programs that help. Cost-cutting ideas . Tricky situations that arise . Getting outside the box for solutions.

Misstatements. Materiality. Related parties. Going concern uncertainties. Client acceptance and continuation. Engagement letters. Prospective financial statements. Documentation.

Creating effective slides. Preparing to present. Managing nerves. Setting up the room. Managing questions and answers.

Overview of project management. Planning and controlling projects. Project management concepts and process. Using the work breakdown structure to plan a project. Project scheduling. Project control and evaluation. Project control using earned value analysis. Lifecycle costing and target costing. Economic feasibility study for a capital investment project. Managing project risks. Project communication and documentation.

Quality management and benchmarking. principles of TQM. Two different views concerning optimal quality costs. quality cost and performance reports. APQC's benchmarking methodology. Benchmarking code of conduct. Basic requirements of an ISO QMS

Alteryx terminology. The complementary relationship between Alteryx and Excel. Importing data into Alteryx: an introduction to the Input Data Tool. The Select Records Tool. The Dynamic Rename Tool. The Output Data Tool.

COVID-19. Finance.

Introduction to accounting. Initial real estate costs. Purchase of income producing property. Real estate sales. Nonmonetary exchanges. Time-sharing activities. Rent topics. Property management. Asset retirement and environmental obligations. Real estate ventures. Housing associations.

Tax proposals. Estate planning. Valuation discounts.

Remote access. Security practices. Related tools and services. Cloud-based services. Communication and collaboration.

History of current 1099 reporting of fixed income securities. What treatment is required versus what can be elected. Examples using actual 1099 forms.

History of current 1099 reporting of fixed income securities. What treatment is required versus what can be elected. Examples using actual 1099 forms.

Capitalization Issues. 1031 Exchange.

Is Roth IRA the right choice? Income tax treatment of distributions from pension, profit sharing, 401(k), IRA, Keogh and Section 403(b) plans. New relief for late rollovers and disaster victims. Strategies for distributions before age 59.5. Laws, regulations and IRS rulings concerning plan distributions. Avoiding the 50 percent penalty on deficient distributions. Integration of estate planning with distribution decisions. Surviving spouse opportunities and dilemmas. Self-directed IRA investment problems.

History of the 60-day rule and recent developments. Rulings and self-certification. Exceptions to the ten percent penalty. What the IRS knows: Forms 1099R and 5498. Form 5329 use and strategies.

Deferred compensation. Vesting. Individual plans. Tax-free rollovers.

Changes needed to revenue recognition. Approval of the contract. Commitment to performance. Identification of each party's rights. Identification of payment terms. Commercial substance. Probability of collection of substantially all of the contract consideration.