CPE Catalog & Events

2025 Business Tax Update: Staying Ahead in Business Taxation

Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use

The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud

Accounting Finance Procurement Inventory

Inventory, Expense and Payroll Fraud

Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees

The Single Audit from Beginning to End Update

Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence

The Yellow Book: From Beginning to End

Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements

Consulting Services Secrets

Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants

Employment Law 101

Title VII Americans With Disabilities Act Age Discrimination in Employment Act  Family Medical Leave Act  Fair Labor Standards Act  Equal Pay Act  National Labor Relations Act  Fair Credit Reporting Act 

Coaching Leaders to Handle Sensitive Employee Relations Situations

Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions  

6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace

Communication Leadership Character Behavior

Indirect Rate Recovery for Non-Profits & Pass-Through Entities

Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1

Forensic Accounting Accounting Auditing Finance

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)

Forensic Accounting Accounting Auditing Finance

Understanding and Preventing Budget Calamities

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types

The Controllership Series - Addressing Budgeting Uncertainty

Accounting Finance

2024 Comprehensive Estate Planning: Administration & Postmortem Strategies

Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers

2025 Individual Tax Update: Form 1040 Essentials

Form 1040: Precise Tax Submissions Recent Tax Code Changes: Updated Filings IRC Sections Analysis: Understanding Tax Regulations Updates in Income Taxation: Compliance Assurance New Credits and Deductions: Maximizing Benefits Complex Income Issues: Tailored Strategies Itemized Deductions: Informed Client Benefits Health Considerations: Maximizing Financial Benefits Regulatory Shifts: Implications on Tax Strategies Tax Planning Strategies: Client Financial Success

Strategies for Guiding Clients Through Challenging Situations: Tax Insights

Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.

Best Practices For An IRS Levy Or Wage Garnishment

The major topics covered in this course include:Learning the pre-levy notice requirements.Knowing what the levy exemptions are.Proposing levy alternatives.Understanding the difference between wrongful levy versus erroneous levy.Knowing how to employ levy mitigation techniques.

Understanding and Preventing Budget Calamities

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types

Excel for Accounting Professionals Session 1: Tables and Named References