CPE Catalog & Events

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

Special purpose frameworks vs. GAAP AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs) Cash and tax bases of accounting Other Comprehensive Basis Of Accounting (OCBOA) Revenue recognition Accounting methods Financial statements Disclosures

Tax Economics Installment Sales & Time Value of Money Mortgage Finance Home Sales & Like-Kind Exchanges Involuntary Conversions Passive Loss & At-Risk Rules Sales by Foreign Investors REITS

Fraudulent financial reporting Business issues and risks Going concern uncertainties Related party transactions Misstatements Noncompliance with laws Preparations, compilation and reviews Client acceptance and continuation

Preparing for the Next 3-5+ Years? Supply Chain Disruption? Refinancing? Insurance? M&A? Labor and H2A Programs? Great Resignation

Tax bracket modifications and changes Individual & business tax credits, deductions and exclusions Education incentives Saving, pensions and retirement Corporate and small business taxation Insurance provisions Compensation restrictions International provisions Exempt organization taxation

Income for seniors: earned and investment Deductions: bunching, tracing, minimizing Effect of income tax strategies on an estate plan

What entities are subject to BOI reporting? What are the deadlines for reporting? What if any are practitioners' responsibilities? Recommendations for advising your clients.

Financial Tax Planning Building an Estate Preservation of Wealth Deferral Reduction Income Splitting Elimination Estate Planning Asset Protection

Bankruptcy Transfers Incident to Divorce Asset Protection Medical, Charitable and Casualty Debt Cancellation & Foreclosure Repossession Bad Debts Elderly & Disabled Planning Estate Planning

Federal bankruptcy Marital property settlements - 1041 Asset protection Medical costs -213 Casualty & theft losses - 165 Debt cancellation and foreclosure, repossession and bad debts Elderly and disabled planning Catastrophic illness and healthcare decisions Supplemental security income and disability benefits Estate planning and primary dispositive plans