CPE Catalog & Events

Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets

Accounting and Financial Reporting for Total and Net OPEB Liability Key GASB Statements for OPEB Determining Measurement Date Using Alternative Measurement Method for the Total OPEB Liability Defined Benefit and Defined Contribution OPEB Plans Actuarial Valuation of Total and Net OPEB Liability

Business combinations and consolidations Lease accounting Financial instruments - credit losses (CECL) Intangibles, including goodwill Fair value

New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies

Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions and techniques Learn the workaround to a major Excel pitfall

Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709

Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts - the emerging necessities State, county and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets

How the application of policies and employment laws within the workplace can reduce employee complaints and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection

Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including SAS 136 implementation Common mistakes as noted in peer reviews and DOL inspections

Accounting and financial reporting for Net Pension Liabilities Effect of the Measurement Date New pension standards by Governmental Accounting Standards Board (GASB) Generally Accepted Accounting Principles (GAAP) for government Defined Benefit and Defined Contribution Pension Plans Review and compare data and statistics for CalPERS in 2020 and 2021

Practice reviewing financial statements Financial statement case studies

Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda

Enforcement of non-compete agreements from the employer's perspective Opposing enforcement of non-compete agreements from the employee's perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements.

Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant's future reference

Differences between planning and budgeting The business model Strategic plan, marketing plan and technology plan Financial forecasting and financial risk analysis Five-year operating plan and the sales/income plan Intermediate planning and capital equipment planning One-year operating plan and monthly planning Cash plan and risk plan

How a purchaser of an energy-efficient clean vehicle claims a credit The energy efficient home improvement credit The Residential Clean Energy Credit The clean vehicle credit The previously owned clean vehicle credit The qualified commercial clean vehicle credit Transfers of credits to an unrelated transferee Seller report information for buyers of new and previously owned clean vehicle credits Registering a dealer for dealer reporting and Clean Vehicle Tax Credit transfers

Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets

Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? and more!

Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11 and13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors