CPE Catalog & Events

Becoming a stronger negotiator. Negotiation skill building, effective communications, telephone techniques and the negotiation process. The role of empathy, ego and needs in negotiations.

Leadership Development

Leadership Development.

Leadership Development.

Leadership Development.

Not-for-profit GAAP Expense allocation methodologies Risk management Accounting errors

Tax compliance Donor relations

Business Performance Improvement strategies Management styles Capital Structure Financial Stakeholder communications.

Partnership Income Contributions to Partnerships Sales & Exchanges of Partnership Interests Partnership Distributions Partnership Liquidations Limited Liability Companies

Partnership definition Partnership income Partnership tax return Year taxable Transactions between partner & partnership Contributions to partnerships Sales & exchanges of partnership interests Partnership distributions Partnership liquidations Limited liability companies

Passive loss rules Material participation Activity definition Passive & non-passive activities Passive activity loss Rental activities Recharacterization of passive income Passive activity credits Passive activity audit guide At-risk limits

Material Participation Activity Definition Passive and Non-Passive Activities Passive Activity Loss Passive Activity Gross Income Passive Activity Deduction Passive Activity Credits Items Received from Pass-Through Entities Interaction with Other Code Sections

Deduction amount Wage/capital limit Qualified business income Qualified trade or business Specify service trade or business De Minimis Regulatory Rule Domestic business

Planning for Long-Term Care

Key Indicator Reporting People Management Tips Innovative Negotiation Ideas The Fast Close Extra Creative Thinking for Accountants Auditors & Lawyers: Minimizing Costs Financial Reporting Straight Talk on Ethics Critical Steps when You Change Jobs Useful Technology Tips Getting the Most Out of Your Bank Cash Flow Crisis: What to do When it Happens Working with Cost-Saving Consultants

Negotiating with suppliers How to talk to your employees and cut payroll costs Your bank and the crisis Alternative financing options Key advantages and watch-outs on some government programs that help Cost-cutting ideas Ethics in a cash flow crisis Tricky situations that arise Getting outside the box for solutions

Misstatements Materiality Related parties Going concern uncertainties Client acceptance and continuation Engagement letters Prospective financial statements Documentation

Creating effective slides Preparing to present Managing nerves Setting up the room Managing questions and answers

Capital gains Home sales Installment method Contingent payments or price Section 1031 like-kind exchanges Delayed exchange regulations Actual and constructive receipt rule Foreclosure Repossession Condemnations