CPE Catalog & Events

Conditional formatting basics Conditional formatting icon sets Conditional formatting formulas

Sources and effects of stress Stress management techniques

Installment method Installment income Imputed interest and OID Related party sales Like-kind exchanges Contingent payments or price Sale of a business Dealer dispositions Installment notes in excess of $5 million Dispositions of installment obligations

Planning around new tax laws ESG

Indebtedness Deductible interest and mortgage interest Investment interest Nondeductible interest Personal interest and capitalized interest At-risk rules Passive activity limitations Below-market interest rate loans Imputed interest on sales Original issue discount (OID)

The background of OpenAI and ChatGPT. Prompt Engineering. Using ChatGPT to find CPA-related answers. Practical strategies for keeping up with AI.

Single Audit Intro to Single Audit

SASB FSA Credential Sustainability reporting Key Performance Indicators

Planning Around New Tax Laws Investing in Virtual Currency

The five-step key financial ratio analysis model and illustrative case studies. Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis and real estate. Lendable real estate equity model. Key ratio software applications. Z-score (bankruptcy prediction) and sustainable growth models.

Leadership roadblocks. Leadership vs. managing. Skill-building techniques: communications, negotiations and personal marketing. Leadership in ethics. Psychodynamic leadership theory. Leadership traits, skills and styles.

DE&I Navigating the Return to Work and the Great Resignation

Cybersecurity Accounting Information Systems (AIS)

Marital tax liability Transfers incident to divorce Alimony and child support Debt cancellation and income inclusion rule Reduction of tax benefits Foreclosure Repossession of personal property Repossession of real property Non-business bad debts Business bad debts

Definition of managing up The impact of creating an upward influence Compare/contract managing only subordinates and colleagues to managing upward Specific tools and techniques for managing up in your office.

Entities & Title Deferral Reduction Income Splitting Elimination

Financial reporting fraud; securities litigation; AAER; SEC enforcement; restatements; irregularities; fraud prediction models.

Deductions for medical costs Health Savings Accounts Health insurance for the self-employed Limitations on charitable contributions Contributions of cash Contributions of property Contributions of services Substantiation Casualty and theft losses Disaster area losses Losses on Deposits

Zepponi & Company? Wine Industry Market Trends? M&A Market Players & Environment? M&A Market Activity