CPE Catalog & Events

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

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

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

Characteristics of a gig economy Who is an employee and who is an independent contractor? Form 1099-NEC and reporting of non-employee compensation Reporting on Form 1099-K Gig workers and the requirement to pay self-employment tax throughout the year State tax implications of remote work for the business owner and workers How remote work creates state tax nexus Tax implications of employee telecommuting for the employer The “convenience of the employer” rule Drivers of both people and of meals or other products Section 199A deduction Implications of the Vizcaino case

The basics of nonqualified deferred compensation (NQDC) NQDC compliance Taxation of NQDC plans Types of NQDC plans Financing/funding NQDC plans Planning strategies

Fundamental principles of AI and data ethics Importance of ethics in AI adoption Relevance of data ethics in accounting practices Frameworks for ethical AI implementation Ethical implications of AI in auditing and accounting Maintaining independence and objectivity Ensuring professional skepticism with AI tools Addressing ethical dilemmas in AI-driven audits Algorithmic bias and fairness in AI systems Identifying and understanding algorithmic bias Strategies to ensure fairness in AI models Case studies on bias and fairness issues in accounting Regulatory requirements and guidelines Overview of national and international regulations (e.g., GDPR, HIPAA) Compliance with ethical standards in AI use Emerging guidelines from accounting bodies on AI ethics Strategies for ethical AI use in accounting Implementing ethical AI frameworks and tools Promoting transparency, accountability, and fairness Developing a culture of ethics in AI-enhanced accounting practices