CPE & Event Catalog

Building an effective time management framework. Three time factors-time wasters, time savers and time management techniques. Managing "oneself" to improve the management of time.

Exemptions and exclusions. Portability and step-up in basis. Asset valuation. Discounts. Marital and charitable deductions. Transmission expenses and administration expenses (706 or 1041). Income in respect of a decedent and retirement plan assets. Life insurance and annuities. Trust or estate administration. Trust funding.

Will your advance directive protect you both personally and financially? Creating trusted planning relationships. Retirement plans. ROTH planning and conversions. Reverse mortgages.

New developments: Federal and California update. IRS audits of estate tax returns. New RMD rules, Roth conversions and estate planning for large retirement plans. Update from Washington regarding tax law changes. Helping your clients reduce, defer or eliminate capital gains taxes. Trust reformation and decanting update. Hot topics in international tax and estate planning and considerations for transfers to non-U.S. citizen spouses. Valuation of notes. The feasibility of using IDGTs and how you use it. Planning for changing exemption in 2025. Flow-through entities and impact on trusts. Changing exemption panel discussion. Charitable planning. Special needs trusts.

Define what it means to be a strategic leader. Evaluate your current strengths and identify areas for development. Describe the characteristics of trusted business advisors. Identify specific techniques to connect with, present to, and influence others.

"Income" for distribution purposes. Simple trusts. Deductions. Interest and dividends. Rental income. Partnerships and other pass-throughs.

What is the significance of the retirement plan beneficiary? Primary vs. contingent beneficiaries. Is a trust a "designated beneficiary?" Why do people want to name a trust as the beneficiary? Income tax aspects of trusts as beneficiary. What happens when the trust beneficiary dies?

Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query. Methods of automating and enhancing report generation processes using templates and refreshing data from related applications. Advanced Power Query techniques.

VLOOKUP function. SUMIFS function. VLOOKUP and SUMIFS comparison.

Boiler and machinery insurance. Business interruption insurance. Commercial automobile insurance. Commercial crime insurance. Commercial general liability insurance. Cyber risk insurance. Directors' and officers' liability insurance. Life insurance. Medical insurance. Political risk insurance. Professional liability insurance. Property insurance. Surety bonds. Surplus lines insurance. State unemployment insurance. Workers' compensation insurance. Reinsurance. Insurance for the home business.

U.S. GAAP vs. IFRS. Revenue recognition and business combinations. Business combinations similarities. Business combinations differences.

Team roles. High-performing teams. Success behaviors.

Cognitive routines. Psychological safety. Learning from risk and failure.

Rearranging a pivot table. Modify a pivot table. Slicers. Group. Pivot table calculations. Auto formatting a pivot table. Pivot table charts. Data source.

Value pricing defined. Sales cycle. Proposals. Value pricing. Sales. Buying.

Managing risks. Selecting insurance companies. Transferring client risk. Marketplace products. Insurance client needs. Insurance contracts. Life insurance policy.

SQMS 1. SQMS 1. SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.