CPE Catalog & Events
Individual Tax Planning
Tuesday, November 9 7:30am - 3:00pm
Webinar
8.00 Credits
• Impact of Supreme Court’s rejections of Defense of Marriage Act• New 0.9% and 3.8% Medicare taxes• Mutual fund tax strategies• All about Roth IRAs—including strategies for self-employed individuals and estate planners• The 100% gain exclusion for qualified small business stock• Personal residence transactions—including short sales and foreclosures• Reverse mortgages can save taxes on greatly appreciated residences• Converting personal residences into rentals: tax implications• Tax-saving ideas for self-employed clients—including ways to reduce SE and FICA taxes, strategies for husband-wife businesses, depreciation breaks and much more• Tax angles for vacation homes, timeshares, and co-ownership arrangements• Divorcing clients—tax angles are critically important• State-of-the-art tax planning for college expenses• Employer stock options: tax planning moves
2021 Regional Accounting & Auditing Conference
Wednesday, November 10 9:00am - 4:30pm
Webinar
8.00 Credits
9:00 a.m. CPA Firm Technologies – Helping Your Practice GrowRANDY JOHNSTONPublic accounting firms face a technology tsunami. Traditional tools such as practice management, tax, audit, document management, and workflow are as important as ever. However, new opportunities with tools based on artificial intelligence, machine learning, and process automation are available now to improve firm efficiency.Join us in this session – designed specifically for public practice professionals – to gain real-world, practical perspectives on the opportunities available today. In addition, you will learn about specific actions you can take to capitalize on new tools and better techniques in all areas of practice, from tax to audit to client accounting services.10:40 a.m. Break 10:50 a.m. A&A UpdateRICK REISIG, CPACOVID-19 lead to the deferral in the implementation of many of our professional standards(accounting, auditing, ethics, etc.), but the deferral periods are coming to a close. Now we needto worry about them! This session will briefly cover those accounting and auditing standardsthat affect most of us and the clients we serve.12:40 p.m. Lunch 1:10 p.m. Considerations for Remote Audits and Remote Audits and Fraud Considerations in a Virtual EnvironmentJEREMY DILLARD AND SHEILA BALZERConsiderations for Remote AuditsLearning Objectives:Attendees will learn how to efficiently perform audit engagements in a remote environment while complying with GAAS requirements.Major Subjects:How to perform audit procedures on internal controlsHow to observe inventory counts and fixed assetsHow COVID-19 impacts risk assessments (including fraud risks)Remote Audits and Fraud Considerations in a Virtual EnvironmentLearning Objectives:Unique planning considerationsImpact on internal controls and walkthroughsFraud risks to reconsider2:50 p.m. Break 3:00 p.m. 2022 Hiring and Compensation Trends for Accounting and Finance ProfessionalsKAREN POLICASTROConfidence is high in the employment market, and the outlook is upbeat as the economy recovers and businesses are hiring again. But with the return to a candidate-driven market, is your company prepared to face fierce competition for skilled talent?Major Subjects:Learn how to adapting to new ways of doing business and managing work-life balance with a focus on flexibility and retentionLearn what positions and skills are now in demand in the accounting and finance industryUnderstand where salaries are headed and latest trends in benefits and perks3:55 p.m. Company Culture – How to keep it, how to kill it, and how to feel like you’re killing itJESSICA SAYLES, CPANew generations of employees started our accounting culture shift years ago. The pandemic pushed this change over the edge. If you haven’t reset your company culture yet, you’re already behind. Join this session to shift your culture paradigm and set a new, fresh vision of what company culture is…and can be.Major SubjectsRethink how you define company culture.Define what really matters to you and your company NOW, not “pre-pandemic”Design a new culture that incorporates your strengths and your vision
Forensic Accounting: Fraud Investigations WEBCAST
Wednesday, November 10 9:00am - 5:00pm
Webinar
8.00 Credits
Evidence in the investigative process. Tools used in forensic investigations. Conducting interviews. Forensic accounting reports. Expert witness testimony.
What Fraud Schemes Exist in Your Organization WEBCAST
Thursday, November 11 9:00am - 5:00pm
Webinar
8.00 Credits
Business Fraud Risk Framework. Cyber fraud. Misappropriation of assets. Money laundering. Financial statement fraud. Investing/Ponzi schemes. Bribery. Risk mitigation techniques.
Conducting a Remote Audit
Friday, November 12 7:30am - 11:00am
Webinar
4.00 Credits
• SAS 142, Audit Evidence, and how it applies to remote audits• Performing audit steps remotely• Risk assessment when performing a remote audit• Navigating difficult conversations with clients when remote auditing
CFO Series: Numbers Rule The World Part 1 WEBCAST
Monday, November 15 9:00am - 1:00pm
Webinar
4.00 Credits
Numbers Rule the World, But They Don't Speak the Words: How can a numbers person master words and communication in an ever-changing and social dynamic? This session will reveal common communication mistakes financial professionals make and suggest practical solutions. Ethics in the Real World: Business ethics is not just something "nice to do" but can mean the difference between success, failure and survival in today's increasingly competitive environment. This session outlines eight steps to create an ethical business culture and provides specific ways for financial managers to make better ethical decisions. Controlling Management Continuity Risk: Does your organization risk operational disruption due to a key personnel loss? Are your internal auditors and risk management personnel routinely assessing your exposure to loosing key skills? This session could help your organization prevent its next crisis. 5 Marvelous Business Books in 100 Minutes: You know you should read some business books, but finding time is often hard to do. Come get a 20-minute executive summary of five business books. This session makes it easy to catch up with the latest thinking in five very different topics.
The Bottom Line on the New Lease Accounting Requirements
Monday, November 15 7:30am - 11:00am
Webinar
4.00 Credits
• Lease classification• Amortization of the lease asset• Derecognition of the underlying asset• Recognition of lease receivables
Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements WEBCAST
Thursday, November 18 9:00am - 5:00pm
Webinar
8.00 Credits
Overview of preparation. compilation. and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects. International reporting issues in SSARS engagements. Special Purpose Framework financial statement issues. Case studies. Latest developments.
Reviewing Partnership Tax Returns: What Are You Missing?
Thursday, November 18 7:30am - 11:00am
Webinar
4.00 Credits
• Form 1065• Schedules K and K-1• Schedules M-1 and M-2• Form 4562• Form 4797• And More!
Reviewing S Corporation Tax Returns: What Are You Missing?
Thursday, November 18 12:00pm - 3:30pm
Webinar
4.00 Credits
• Form 1120S• Schedule K-1• Schedule L• Schedules M-1 and M-2• Form 4562• Form 4797• And More!
U.S. GAAP: Review for Business & Industry and Public Accounting WEBCAST
Thursday, November 18 9:00am - 5:00pm
Webinar
8.00 Credits
The financial reporting environment. Summary of recent FASB releases. Financial accounting and reporting topics impacted by guidance recentlyissue or effective in the near term (such as leases and revenue recognition). Review of significant accounting and reporting topics.
Common Deficiencies in SSARS Engagement WEBCAST
Friday, November 19 8:00am - 12:00pm
Webinar
4.00 Credits
Compilation and Review Engagements. Peer Review.
Current and Upcoming FASB Issues
Friday, November 19 7:30am - 9:30am
Webinar
2.00 Credits
• Recently issued ASUs, including broad and narrow topics• Current FASB exposure draft and projects• Private company financial reporting• Other important accounting matters
Current Audit Environment and ASB Act
Friday, November 19 10:30am - 12:30pm
Webinar
2.00 Credits
• Environment and implications affecting audit planning and risk assessment• Key changes in recently issued Statements on Auditing Standards and exposure drafts• Recently issued auditing interpretations• Recently issued SSAEs and proposed changes
CFO Series: Numbers Rule the World Part 2 WEBCAST
Monday, November 22 9:00am - 1:00pm
Webinar
4.00 Credits
Controlling Management Continuity Risk: Does your organization risk operational disruption due to a key personnel loss? Are your internal auditors and risk management personnel routinely assessing your exposure to loosing key skills? This session could help your organization prevent its next crisis. 5 Marvelous Business Books in 100 Minutes: You know you should read some business books, but finding time is often hard to do. Come get a 20-minute executive summary of five business books. This session makes it easy to catch up with the latest thinking in five very different topics. Save time, learn the key lessons of five business books in just 100 minutes.
Form 990: Best Practices for Accurate Preparation WEBCAST
Monday, November 22 9:00am - 5:00pm
Webinar
8.00 Credits
Form 990 filing requirements. Form 990 preparation sequencing and how to pull together necessary data. Keys to getting Form 990 preparation correct the first time. Addressing presence of related organizations. Identification of managers and measurements of their compensation. Form 990 versus books-and-records financial statement detail. Disclosures of governance inputs and Boards' employ of policies.
Preparation, Compilation, and Review Engagements: Update and Review
Tuesday, November 30 7:30am - 11:00am
Webinar
4.00 Credits
• Overview of preparation, compilation, and review guidance• Accounting and reporting issues• Current practice issues• Common deficiencies in peer reviews• Current and future standard setting projects
Individual Income and Tax Compliance Annual Update
Thursday, December 2 7:30am - 11:00am
Webinar
4.00 Credits
• IRS administrative issues, compliance and new forms• Return preparation applications• Strategies for tax savings• New tax return disclosures
Reviewing Individual Tax Returns: What Are You Missing?
Thursday, December 2 12:00pm - 3:30pm
Webinar
4.00 Credits
• Form 1040• Schedule A• Schedule B• Schedule C• Schedule D• Schedule E• Form 4562• Form 4797
FASB Activities Impact on NFP Financial Reporting
Monday, December 6 7:30am - 9:30am
Webinar
2.00 Credits
• FASB activities