Course Search

This annual update covers activities of the Private Company Council (PCC), FASB trends and reviews SAS and SSARS. Stay current on new standards related to financial accounting, compilation and review and auditing. Learn specific requirements of the standards and their potential impact on financial statements. Review the pipeline of proposed standards. Discuss activities of the PCC and examine the FASB agenda. Note: SEC reporting requirements and public company audit requirements will not be covered.

An in-depth look at retirement needs models, their flaws and ways to overcome associated drawbacks. Review holistic retirement planning while reviewing threats to a successful retirement. Review recent retirement planning changes, including the elimination of the "Stretch IRA" by the SECURE Act. Address key questions to plan a comfortable retirement. Discuss strategies to draw down retirement assets over an extended period. Review leading retirement accumulation and decumulation approaches and how to incorporate them into an effective distribution plan that mirrors client goals.

Tired of workpapers always growing? Learn to identify required documentation and relevant risks. Make meaningful improvements to stay peer review compliant. Cases studies will compare and contrast different operations/risk profiles. Decrease time consuming, peripheral documentation of non-risk areas. Discuss reviewing tips and team/client management best practices to save time and effort. Bonus Section: to further increase time management skills, there will be Productivity Hacks, Apps, Tips and Tricks section. Formerly titled: Documentation Requirements, Design and Reviewing Techniques of Workpapers.

This annual update covers activities of the Private Company Council (PCC), FASB trends and reviews SAS and SSARS. Stay current on new standards related to financial accounting, compilation and review and auditing. Learn specific requirements of the standards and their potential impact on financial statements. Review the pipeline of proposed standards. Discuss activities of the PCC and examine the FASB agenda. Note: SEC reporting requirements and public company audit requirements will not be covered.

An in-depth look at retirement needs models, their flaws and ways to overcome associated drawbacks. Review holistic retirement planning while reviewing threats to a successful retirement. Review recent retirement planning changes, including the elimination of the "Stretch IRA" by the SECURE Act. Address key questions to plan a comfortable retirement. Discuss strategies to draw down retirement assets over an extended period. Review leading retirement accumulation and decumulation approaches and how to incorporate them into an effective distribution plan that mirrors client goals.

Tired of workpapers always growing? Learn to identify required documentation and relevant risks. Make meaningful improvements to stay peer review compliant. Cases studies will compare and contrast different operations/risk profiles. Decrease time consuming, peripheral documentation of non-risk areas. Discuss reviewing tips and team/client management best practices to save time and effort. Bonus Section: to further increase time management skills, there will be Productivity Hacks, Apps, Tips and Tricks section. Formerly titled: Documentation Requirements, Design and Reviewing Techniques of Workpapers.

Identify topics related to allegations of malpractice committed by tax professionals and review risk management techniques. Inherent in the services of a tax professional is the risk that a client may assert practitioner malpractice. Clients may also accuse an adviser of being unethical or incompetent. Explore the reasons clients make such claims and learn techniques and procedures to minimize the risk. Review effective client communication skills and tools to protect yourself from malpractice exposure and more.

Cover critical aspects, common problem areas and strategies for successful 1031 exchanges. Examine Form 8824 preparation, replacement property adjusted basis computations, advanced 1031 strategies and more. Study advanced 1031 exchange strategies such as reverse exchange, partners/TIC structures and improvement exchanges (including "Bartell" parking arrangements). Bring questions and increase your expertise. Updated in 2018 for effects of 2017 tax reform act.

As corporations and individuals are vulnerable to scams and swindles, learn how to break down the deception into the psychology of the con. Review best practices to avoid embezzlement and fraud as well as case studies of embezzlement, including payroll scams, fraudulent payees, skimming and new technology scams. Fraud can also be found when companies downsize and technology goes missing because there aren't enough gatekeepers on watch. Learn about opportunistic vulnerabilities that stem from having few employees/contractors and using free software.

Knowing the basics of advanced estate planning strategies is essential in advising clients with significant wealth and seek assistance in developing succession plans to address individual needs. Review transfer and income tax laws, plus available strategies to minimize taxes. Also, discuss the basic structure of advanced strategies, provisions in the governing document that authorize and regulate these strategies, modeling and tracking spreadsheets and software options. to illustrate the concepts discussed, experience a live demonstration of financial planning software, run modeling exercises and review examples of sophisticated estate and business planning scenarios.