CPE Catalog & Events

Alteryx terminology The complementary relationship between Alteryx and Excel Importing data into Alteryx: an introduction to the Input Data Tool The Select Records Tool The Dynamic Rename Tool The Output Data Tool

Certification Regulation Occupational licensing Tax preparation

Tax proposals Estate planning Valuation discounts

History of current 1099 reporting of fixed income securities What treatment is required versus what can be elected Examples using actual 1099 forms

History of current 1099 reporting of fixed income securities What treatment is required versus what can be elected Examples using actual 1099 forms

Capitalization Issues 1031 Exchange

How Non-Profits are Navigating the Great Resignation Best Practices to Effectively Train Your Board/Finance Members Due Diligence for M&A in the Non-Profit Space Single Audit Update Implementation of New Standards Audit Standards Update

Roth IRA: The right choice? Income tax treatment of distributions from pension, profit sharing, 401(k), IRA, Keogh and Sec. 403(b) plans. New relief for late rollovers and disaster victims. Strategies for distributions before age 59.5. Laws, regulations and IRS rulings concerning plan distributions. Avoiding the 50 percent penalty on deficient distributions. Integration of estate planning with distribution decisions. Surviving spouse opportunities and dilemmas. Self-directed IRA investment problems.

History of the 60-day Rule and Recent Developments Rulings and self-certification Exceptions to the ten percent penalty What the IRS knows: Forms 1099R and 5498 Form 5329 use and strategies

Qualified deferred compensation Basic requirements of a qualified pension plan Basic types of corporate plans Types of defined contribution plans Self-employed plans - Keogh Distribution and settlement options of IRAs Tax-free rollovers for IRAs Roth IRAs Simplified employee pension plans (SEPs) SIMPLE plans

Review of applicable auditing standards for risk assessment Identification and discussion of high-risk audit areas Discussion and analysis of control risk vs. inherent risk Practical approach to auditing companies where controls are minimal or not adequately documented Detailed discussion and examples of risk assessment procedures and alternative approaches

Tax Issues: Technical vs. Practical Business Valuation for Family Law

Tax Issues: Technical vs. Practical Business Valuation for Family Law

Tax Issues: Technical vs. Practical Business Valuation for Family Law

Tax Issues: Technical vs. Practical Business Valuation for Family Law

Robotic Process Automation Accounting

Robotic Process Automation Risk Management

Advantages & disadvantages S corporation status Termination Income and expense Built-in gain Passive income Basis of stocks and debts Distributions Form 1120S Fringe benefits

Section 162 Expenses of not-for-profit activities Rent expenses Interest expense Deductible taxes Other selected deductible costs Amortization Depletion -613 Business bad debts Depreciation

Asset protection COBRA coverage Bankruptcy Divorce settlements and divisions Employment and Social Security Americans with Disabilities Act Entities and title Insurance & foreclosure Involuntary conversions Torts and personal injuries