CPE Catalog & Events

Mapping mechanics Common pitfalls Popular retirement myths Defining retirement Developing a plan Savings Assets

Business meetings Pause & Apply CPR framework Difficult questions and comments

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

Fraud Accounting and Auditing

The Numbers: Exemptions, exclusions and discounts Portability and step-up in basis Asset valuation Deductions: Marital, charitable, transmission and administration Retirement plan assets, annuities and life insurance Trust funding and administration

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

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 —

Environmental, Social, and Governance standards ESG California's Climate Corporate Data Accountability Act

SEC reporting updates audit report writing financial disclosure requirements internal controls audit procedures PCAOB standards

Team roles High-performing teams Success behaviors

Cognitive routines Psychological safety Learning from risk and failure

Introduction to Copilot in Excel Automating Tasks and Enhancing Productivity Advanced Data Insights with Copilot

Economic and political influence of nonprofits 2025 federal challenges impacting nonprofits California's policy response to federal developments Nonprofits — role in shaping public policy Key federal and state nonprofit legislation Defending nonprofit interests in current climate

Introduction to ChatGPT and other AI (Artificial Intelligence) language models Discussion of best practices for using ChatGPT with Excel Use ChatGPT to create, debug and explain formulas Use ChatGPT to learn how to use Excel features Use ChatGPT to automate repetitive tasks in Excel Use ChatGPT to easily create macros

New features and tools in Excel Updates to the Excel Function Library