CPE Catalog & Events

It includes the following sections: The Arizona Income Tax Guide is a comprehensive reference that highlights the differences between Arizona and Federal income tax law and provides references to the Arizona Revised Statutes for a more in-depth analysis. It highlights the differences between individual, corporate, partnership and trust taxes, includes tax tables, and is arranged in a way that facilitates research on any topic. The Arizona Sales and Use Tax Guide is a resource for anyone preparing or filing city sales and use tax returns. The guide details the various sales tax classifications, exemptions, deductions and rates as well as compliance, audits, refund claims and administrative appeals. The Arizona Personal Property Tax Guide provides an overview of Arizona’s personal property tax system, including exemptions, the classification structure and assessment rates, reporting, valuation and appeals. The Arizona Unclaimed Property Guide explains what unclaimed property is, reporting requirements for holders of unclaimed property, how owners of unclaimed property can claim their property and audits.

PCAOB standards artificial intelligence in accounting financial disclosure requirements GAAP compliance automation for accountants financial reporting audit report writing

Review the best way to design 3-Statement Modeling, which have been prioritized for presentation and printing. Use separate corkscrews to build debt and equity schedules, including detailed instructions for installing a dynamic revolving line of credit. Understand the correct linkages between the three financial statements and how to use the balance sheet as an error detection system for the model. Discuss the two circular loops in the financial model and how to connect them to a circularity switch to reset the model when needed. Pull important figures from the financial statements into a rich dashboard with graphs highlighting critical model insights. Summarize model checks on the cover page with conditional formatting to alert the user to any areas of concern in the model.

Leading Others Coaching & Developing Staff Building Leadership Communication Skills

Mindfulness Science of Neurology Mindfulness Practice Stress Management

tax planning strategies integrity in accounting professional ethics financial analysis internal controls emerging technology trends

ERISA's role and impact Key features of 401(k) plans Roles and responsibilities in 401(k) plans Governing documents Contributions, loans, and investments Distributions, expenses, and fee arrangements Financial reporting requirements Regulatory reporting and compliance

Sustainability fundamentals Expectations of investors, stakeholders, and shareholders The accounting and finance professional's role in sustainability Existing reporting requirements Frameworks that drive reporting Key global bodies that set the baseline for reporting and frameworks Recent standards and reporting requirements

Bankruptcy, Insolvency and Reorganization Computer Forensic Analysis Economic Damages Calculations Family Law Financial Statement Misrepresentation Fraud Prevention, Detection and Response Valuation

Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches Independent Contractor qualifications

Leveraging cash management services Importance of cash management for business Identifying your target cash clients Service models: Consulting, Advisory, Implementation Harnessing modern cloud-based tools Pricing and packaging advisory services Strategic approaches to business development

Business structure of the practice Practice management Marketing Technology Licensing and regulatory requirements Personal financial planning process

Using Excel for graphical output and dashboard reporting Data tools and the Data Analysis ToolPak Advanced functions and complex formulas Working with Excel tables and PivotTables

Expert Witness Ethics and Responsibilities Civil Litigation and Discovery Process Deposition Techniques and Testimony Strategies

Expert witness testimony techniques Direct examination strategies Cross-examination defenses Courtroom communication and demeanor Ethical and professional standards for expert witnesses