CPE Catalog & Events

Income for seniors: earned and investment Deductions: bunching, tracing, minimizing Effect of income tax strategies on an estate plan

What entities are subject to BOI reporting? What are the deadlines for reporting? What if any are practitioners' responsibilities? Recommendations for advising your clients.

Financial Tax Planning Building an Estate Preservation of Wealth Deferral Reduction Income Splitting Elimination Estate Planning Asset Protection

Bankruptcy Transfers Incident to Divorce Asset Protection Medical, Charitable and Casualty Debt Cancellation & Foreclosure Repossession Bad Debts Elderly & Disabled Planning Estate Planning

Federal bankruptcy Marital property settlements - 1041 Asset protection Medical costs -213 Casualty & theft losses - 165 Debt cancellation and foreclosure, repossession and bad debts Elderly and disabled planning Catastrophic illness and healthcare decisions Supplemental security income and disability benefits Estate planning and primary dispositive plans

Pandemic Effects on Healthcare Organizations COVID regulatory Issues Telehealth Implementation: Lessons Learned

Tax non-audit services; tax avoidance; tax risk; effective tax rates; tax volatility.

Critical audit matters (CAM) PCAOB Expanded audit report XBRL Footnote disclosure Textual analysis Market reaction Unexpected disclosures Audit quality Audit fees

Performance cycle How to prepare a review How to deliver a review

Benefit Plan Audits Financial Statement Audit

Blockchain (BC) Transformative strategic role Leading vendors Event study Market reactions

Diversity Equity Inclusion

What Sustainability is in today's world and why a business owner should care How Sustainability Frameworks are starting to shift business Where accounting fits into the Sustainability and ESG puzzle The benefits of embracing Sustainability frameworks A focused look at B Corporation certification

Behavioral profiling Psychology and reasoning related to both investigators and perpetrators

The neuroscience of psychopathy The psychology of skepticism Psychology and reasoning related to both investigators and perpetrators

Mapping mechanics Common pitfalls Popular retirement myths Defining retirement Developing a plan Savings Assets

Building an effective time management framework Three time factors-time wasters, time savers and time management techniques Managing "oneself" to improve the management of time

Exemptions and exclusions Portability and step-up in basis Asset valuation Discounts Marital and charitable deductions Deductions: Transmission expenses and Administration expenses (706 or 1041) Income in respect of a decedent and retirement plan assets Life insurance and annuities Trust or estate administration Trust funding

Will Your Advance Directive Protect You Both Personally and Financially? Creating Trusted Planning Relationships Retirement Plans, Roth Planning and Conversions Reverse Mortgages