CPE Catalog & Member Events

Income for seniors: retirement, earnings and investments Tax Deductions: planning, bunching, strategies Planning to help family members

financial disclosure requirements PCAOB standards IRS compliance guidelines SEC reporting updates

Tax exemption and the many types of tax-exempt organizations Private foundation versus public charity Form 990, Form 990-EZ, Form 990-N, Form 1023 and Form 1024 Intermediate sanctions, private inurement and private benefit Public support Unrelated business income tax, including Final Treasury Regulations Special rules, for advertising, bingo and trade shows Update on recent developments

Walkthrough of accounting methods and relevant elections under IRC 460 Illustrative examples and analysis Review of pertinent cases and revenue rulings Update of other IRS activity, including recent Tax Reform

Forensic accounting and litigation support Expert witness preparation and testimony Legal standards for admissible expert opinions Communication strategies for courtroom effectiveness

Understanding public support and Schedule A Reporting compensation accurately on Schedule J Disclosing lobbying activities on Schedule C Avoiding common mistakes in disclosures Clarifying related organization reporting rules Effective strategies for transparency and compliance Enhancing nonprofit planning through Form 990

financial analysis IRS compliance guidelines GAAP compliance financial reporting federal tax updates tax planning strategies

Tax non-audit services; tax avoidance; tax risk; effective tax rates; tax volatility.

Obtaining an EIN Understanding Wills and Trusts Answering questions on Forms 1041 and 541 Special income and Special deduction topics First and final returns Preparing Schedule K-1

Overview of forensic accounting Differences between investigative and litigation-focused forensic engagements Application of AICPA professional standards in forensic work Ethical and professional boundaries in litigation support Marketing strategies for building a forensic accounting practice Managing conflicts of interest and maintaining objectivity Documentation standards and defensibility in expert witness roles Strategies for entering and growing in the litigation support market

Ethics Leadership Practice Management

Critical audit matters (CAM) PCAOB Expanded audit report XBRL Footnote disclosure Textual analysis Market reaction Unexpected disclosures Audit quality Audit fees

Performance cycle How to prepare a review How to deliver a review

Benefit Plan Audits Financial Statement Audit

Blockchain (BC) Transformative strategic role Leading vendors Event study Market reactions

Ethical Decision-Making in the Accounting Profession Lessons from Tom Hardin's Tipper X Experience Promoting Integrity and Accountability in Practice

What Sustainability is in today's world and why a business owner should care How Sustainability Frameworks are starting to shift business Where accounting fits into the Sustainability and ESG puzzle The benefits of embracing Sustainability frameworks A focused look at B Corporation certification