CPE Catalog & Events

Opportunities for appealing IRS actions Preparing the case for an appeal Best strategies for handling appeals Alternate dispute resolution options before and after the appeal Appeals of collection and penalty determinations Understanding state appeals for income, sales and employment taxes

Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem

Preparation, Compilations and Reviews

Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q Qualified Conservation Easements, Schedule U Making Sec. 6166 election and using Graegin loans

Tax elections for various entities Tax elections relevant for accounting matters Tax elections involving special items

An overview of controls that drive procedures Considerations for Procedural Control Development Understanding and controlling risk that arises when organizations change

Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL

Definitions of key terms under the FMLA, including covered employer, eligible employee and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a "disability" under ADA An employer's obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don'ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act

The interrelationship of health, happiness and financial well-being Tax planning for health care costs The failures and successes of the Affordable Care Act Medical insurance terminology, alternatives and strategies for selecting the best option The pros and cons of health savings accounts

Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription

FASB's current activities ASUs issued Workplan agenda

The interrelationship of health, happiness and financial well-being Traditional long-term care insurance, hybrid strategies, or self insure? Medicare Parts A, B, Cand D and Medigap plans Incapacity, elder law, Medicaid and choosing a long-term care facility Hospice and palliative care

Leadership Management of an Accounting Practice Personnel The Hiring and Onboarding process Managing a Remote Team

Leadership Development Management

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. New this year: Revisions to Arizona’s passthrough entity tax to bring parity to the treatment of partnerships and S corporations under the tax  The One-time tax rebate paid in late 2023, and how to file claims for qualifying clients who failed to receive the payment  Temporary increase in the Arizona adoption expense deduction Recent developments in Arizona’s taxation of digital goods and services

The Arizona Tax Guide includes the following guides: 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. New this year: Revisions to Arizona’s passthrough entity tax to bring parity to the treatment of partnerships and S corporations under the tax  The One-time tax rebate paid in late 2023, and how to file claims for qualifying clients who failed to receive the payment  Temporary increase in the Arizona adoption expense deduction Recent developments in Arizona’s taxation of digital goods and services