CPE Catalog & Events

Structure, Purpose, Features of EOTs Tax Advantages Legal Considerations

Cost and timelines Financial analysis Buy-in from staff and clients.

Lending Prerequisites Funding Sources Financing Options

Documentation & Forms Filing Procedures Ongoing Compliance

Implementation Strategy Communication & Guidance

ESOP types ESOP benefits Resources

Tax brackets Tax credits Deductions Education credits Business deductions and credits Retirement plan contribution and phaseout limits Gift and estate taxes

Effective decision making Problem solving Cognitive biases Stereotypes Values

Elements of effective feedback Proper feedback delivery Successful feedback seeking

Prioritizing work Leveraging relationships Protecting work time Learning to say no

Identifying when a workpaper is needed--what is the objective — Constructing an effective workpaper Leveraging the power of Excel to create a more powerful and fluid workpaper Differences between workpapers for industry, audit and tax accountants Referencing Creating a trail that anyone can follow How to document to reduce legal risk Best practices of documentation to improve peer reviews

Imposter syndrome awareness Overcoming self-limiting beliefs Embracing true worth

General Standards for Audit Documentation Key Audit Elements: Independence and Planning Addressing Risks, Fraud, and Related Parties

Overview of Recently Effective Auditing Standards Upcoming Auditing Standards (SAS 146) New and Clarifying Accounting Standards Guidance

Common Compliance Errors in Retirement Plans Correction Options Under IRS and DOL Rules Impact of SECURE and SECURE 2.0 Legislation

Overview of employee ownership models, including ESOPs, Worker Cooperatives, and Employee Ownership Trusts (EOTs) Benefits, challenges, and advisory roles in employee ownership transitions ESOP structure, taxation, governance, and compliance fundamentals Financial analysis and feasibility assessment for ownership conversions Financing strategies and funding sources for employee-owned businesses Legal and regulatory frameworks for employee ownership structures Implementation planning, communication, and ongoing support for sustainable employee ownership

Asset Protection Alimony & Child Support Bankruptcy Divorce Settlements & Divisions Employment Entities & Title Insurance Property Dispositions Retirement & Employee Benefits Torts & Personal Injuries Wills & Probate Trusts

Why model codes of ethics fail The science behind organizations "Ethical DNA" Understanding the psychology behind "Tone at the Top" The interaction between critical thinking and ethics Breaking myths about motivation related to decision-making Ethical decision-making under pressure Are ethics and morals "fixed" or can we learn to improve

Ethics Leadership Practice Management

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