CPE Catalog & Events

How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track

The major topics that will be covered in this class include:Selecting the right chart type Creating dynamic chartsChoosing data to display as a chart Customizing charts with all the various chart options Printing and sharing your charts

Tax rules governing liquidation of a partnership or S corporation Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation Tax impact on the pass-through entity when the entity is liquidated Receipt of corporate liabilities in an S corporation distribution Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution Tax issues associated with a partnership distribution of noncash properties in a liquidation Compliance requirements on the occasion of a liquidation of a corporation or a partnership

Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements. 

How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business

The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.

The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records

The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.

KPIs Performance measures Metrics

Communicaiton Performance Reviews Feedback Management Leadership

The major topics covered in this course include:Typical audit risks and responses for tangible long-lived assetsSpecial issues related to initial recognition and capitalization, including capitalized interestKey controls related to PP&ELease accounting requirements and practical application of Topic 842

Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that

FASB's current activities ASUs issued Workplan agenda

The major topics covered in this class include:Definition of a real estate professionalPros and cons of being a real estate professionalIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesReal estate professionals and the Form 8582 (Passive Activities)How to make the "grouping" election for passive activities and the flow-through deductionSeveral real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standardsReal estate professionals and the "former passive activities" rules

Stock sale vs asset sale S corporation versus C corporation Sale of Qualified Small Business Stock (IRC 1202 and 1045) "Survival" of net operating losses and tax credit carryforwards Planning regarding S corporation suspended losses Section 338, 338(h)(10) or 336(e) elections Qualified Subchapter S Subsidiary Election ( QSUB election) S corporation election termination planning Stock redemptions related to a stock sale

History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards

Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting

The major topics that will be covered in this class include:Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year. Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation. Identify why substantiating the numbers in QuickBooks on both the Profit & Loss Statement, as well as the Balance Sheet, can ensure an accurate tax return that will stand up against an IRS audit.

IRC 1202-The benefit of the exclusion IRC 1202-The requirements that must be met IRC 1202-Limitation on the amount of the exclusion Comparison of the IRC 1202 exclusion to making S corporation election IRC 1045-The benefit of the deferral IRC 1045-The requirements that must be met The basics of Employee Stock Ownership Plans (ESOP) IRC 1042-The benefit of the deferral IRC 1042-The requirements that must be met

1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions