CPE Catalog & Events

Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS) General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review

Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections

The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception

The major topics that will be covered in this class include:Cognitive biasConducting a "thinking audit"MetathinkingProfessional skepticismDecision mappingHabit replacementEmotional intelligenceMemory enhancement

Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home

Quality management Peer review Audits

Embezzlement Theft of public money Circumstances that allowed the fraud to occur

The major topics that will be covered in this class include:Setting the stage for a successful implementationAssigning the right resourcesCreating and utilizing a project planCommunicating effectivelyProviding post implementation supportRecognizing the winsCapturing lessons learned

FASB ASC 842, Leases All recently released updates to ASC 842, Leases

Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team

1.    Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2.    How to create trust and get people to like working with you 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 3.    How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4.    Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use

Data modeling in Power Pivot Using basic DAX to create calculations What are and when to use calculated columns and measures Using the data model in Power Pivot to create PivotTables Hierarchies in Power Pivot

The major topics covered in this course include:Identifying risk of material misstatement through preliminary analytic review proceduresEnsuring sufficient appropriate audit evidence is gathered through final overall analytic reviewEstablishing expectations for analytic proceduresProperly designing, documenting and evaluating the results of substantive analytic review proceduresDisaggregating substantive analytics for stronger resultsFactors impacting the design of substantive analytic proceduresCommon pitfalls in performing substantive analytic procedures

Qualified shareholder requirement Trusts as shareholders Estates as shareholders Qualified tax exempt shareholders Tax planning ideas to accommodate economic investments by disqualified investors Special rules for counting the number of shareholders One class of stock requirement Indirect preferences creating risk of failing one class of stock requirement Disqualified corporations Making an effective S corporation election Relief for late or defective elections Inadvertent termination relief for involuntary terminations

The major topics covered in this class include:The new visually rich and post-literate worldBusiness case for data visualizationsFreely usable and stock imagery, animated GIFs, emojis, infographics, animations, logos, interactive images, word cloudsExcel Analytics Apps, Excel Dashboard Tips, PowerPoint TemplatesLocation Intelligence and Maps, sonification, synthetic media, leading software review portalsVideo-conferencing and live broadcasting, screen and webcam recording, online presentation platformsImage Editors, video apps, motion graphics and special effects, video creators, 3D design and simulation, data viz tutorials, design talent marketplacesMind maps, visual resumes, diagrams, charts, timelines, digital flipbooks, information dashboards

Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.

Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen: roadmap to IRS audit issues

Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling

The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations

Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services New requirements of SAS No. 132 and SSARS No. 24 related to an auditor’s responsibility for considering going concern uncertainty?