CPE Catalog & Events

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

Alternative work arrangements Telecommuting Organizational and supervisor support in public accounting Procedural justice Turnover intentions

GASB changes SAS reporting requirements

History of Qualified Property Categories CARES Act correction of QIP rules Apply CARES Act changes to returns QIP as Section 179 property indicator Integrate Section 179, Bonus, TPRs, Incentives Compare Bonus Depreciation vs. Section 179 Maximize savings using tax strategies

Review of the appropriate audit and review standards Identifying appropriate analytical procedures in the circumstances Developing expectations Designing and performing analytical procedures Investigating results of the procedures performed Introduction to data analytics

The strategy process Alternative approaches to strategy

Test of Controls Professional Skepticism Evaluate external auditor's opinion

Audit digitization Consequences for the audit expectation gap

Review Excel's formula auditing and error checking tools. Identify the most common errors and sources of imbalance in a 3-statement model. Apply techniques to ensure consistency and accuracy across financial models, including checking for column alignment, row differences, and proper referencing. Reconcile changes in balance sheet accounts with corresponding cash flow statement entries to identify and resolve discrepancies effectively.

Audit requirements Audit procedures Requirements under HUD Consolidated Audit Guide and the Uniform Guidance

Technical definitions of tax malpractice Risk management techniques: quality control procedures and maintaining professional competence Aggressive tax strategies "War stories" dealing with tax-related claims against CPAs Insurance carrier experiences Substantive tax areas: tax-deferred exchanges, built-in gains, alternative minimum tax and overlooked tax elections

GASB changes SAS reporting requirements

IRS compliance guidelines automation for accountants federal tax updates artificial intelligence in accounting internal controls audit report writing tax planning strategies

Cash receipts and disbursements method of accounting, including history Cash method limitations, including tax shelters per IRC Sec. 448(d)(3), 461(i)(3) and 1256(e)(3) Cash method by small businesses, including Revenue Procedures 2001-10 and 2002-28 NAICS codes Accrual of income and expenses, including history Economic Performance and Recurring Item Exception, IRC Sec. 461(h) Deferral of Certain Advance Payments (Revenue Procedure 2004-34) Changes made to the above by the 2018 Tax Cuts and Jobs Act

Belonging & Social Responsibility Belonging in the Workplace Cultural Awareness & Belonging Belonging Strategies for Leadership The Business Case for Belonging Building a Culture of Belonging

Limitations of Traditional Forensic Accounting Methods Leveraging Public Records and Open Sources Intelligence and Asset Search Techniques Case Examples: Enhancing Investigations and Recoveries