CPE Catalog & Events

artificial intelligence in accounting automation for accountants emerging technology trends

Introduction, scenario vs sensitivity Why perform sensitivity analysis — how to enhance financial modeling and analysis Scenario analysis in Excel structure, setup and CHOOSE function Sensitivity model integration direct and Indirect methods, data tables Analyzing results sorting and organizing the data Gravity sort table using LARGE and SMALL functions in Excel to auto-sort Tornado charts a visual representation of the results Presenting results making the output presentation ready

The interrelationship of health, happiness, and financial well-being Traditional long-term care insurance, hybrid strategies, or self insure — Medicare Parts A, B, C, and D and Medigap plans Incapacity, elder law, Medicaid, and choosing a long-term care facility Hospice and palliative care

Forensic Accounting in Complex Liquidations Identifying Financial Irregularities and Fraud Schemes Fiduciary Duties and Trustee Responsibilities

The power of keyboard shortcuts Oft used features with more capability than meets the eye New helpful features

Building a Scalable CAS Practice Innovative and High-Value Service Offerings Marketing Strategies to Grow CAS Clients

SQMS 1 A Firm's System of Quality Management SQMS 2 Engagement Quality Reviews SQMS 3 Amendments to SQMS 1 and 2

Digital Strategy Formation Leading Digital Transformation

Study techniques and study plan Tackling complex topics Test- taking strategies Mental preparation and confidence building

Overview of Key Federal Labor and Employment Laws Employee Life Cycle Management: Hiring to Separation Workplace Policies, Compliance, and Documentation Managing Employee Relations and Conflict Resolution Best Practices for HR Risk Management and Employer Accountability

Strategic forecasting Decision tree analysis in strategy Scenario planning

Mindset for impactful feedback How to make feedback actionable Checking in'was the message received —

Timely coverage of breaking tax legislation Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to: TCJA provisions made permanent New tip income deduction New overtime pay deduction New car loan interest deduction New temporary senior deduction Expanded SALT cap Trump Accounts Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus depreciation made permanent Increased §179 deduction Changes to §174 R&E expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Legislative history American Jobs Creation Act of 2004 and changes to IRC Section 6159 Comprehensive coverage of the three main types of OIC Doubts as to collectability (DATC) Doubts as to liability (DATL) Effective tax administration (ETA) Hybrid of DATC Detailed walk-through of the process and key terms Practical solutions and success rates Various scams

When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)? How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more) The Yellow Book requirements related to the performance of and reporting on a financial audit The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits

Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS) Relationship of Yellow Book requirements to GAAS and single audit requirements Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements The Yellow Book requirements related to the performance of and reporting on a financial audit Identifying and reporting findings under the Yellow Book The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits

Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change

Generative artificial intelligence (AI) Threats and opportunities posed by emerging technologies in accounting Audit and assurance in a technology-heavy environment

Overview of common investment types Typical audit risks and related audit procedures Alternative Investments Fair value disclosure, including applying the fair value hierarchy