CPE Catalog & Events

Key Considerations in Property Apportionment Apportioning Real Estate in Family Law Navigating Complex Property Division Issues

Key Court Decisions and Practical Implications Role of CPAs in Divorce Financial Matters Managing Child Support and Asset Division

Calculating Temporary and FC Section 4320 Support Understanding Guideline Child Support and Add-Ons Pitfalls in Support Software and Data Entry

Best Practices for Tracing and Accounting Case Management in Complex Family Law Cases Insights from the Marriage of Simonis Case

Filing status and exemptions Divorce costs Child, dependent care and adoption credits Education expenses, credits and deductions Medical costs Charitable contributions Casualty and theft losses Home sales and mortgage interest Property rights Elderly, disabled and estate planning

Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures

financial disclosure requirements automation for accountants artificial intelligence in accounting federal tax updates

Cash flow management and budgeting Insurance Investments Education Income tax Retirement Estate Planning Closely-held business owners Marriage, cohabitation and divorce

How close is a typical CPA to financial planning — Tax-related financial planning activities Retirement Planning and financial planning activities CPAs perform

Key differences between strategic and tactical cash flow models and their role in crisis management. Recognize the importance of a 13-week cash flow forecasting approach for managing liquidity before, during, and after disruptions. strategies for establishing a war room to enhance financial decision-making and crisis response. Recognize proactive financial planning techniques to mitigate risks and improve business resilience.

Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors. Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis. Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies. Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.

IRS foreign information returns and Civil Penalties Information Chart Report of Foreign Bank and Financial Accounts: Form Fin CEN Form 114 FBAR penalty mitigation rules Statement of Specified Foreign Financial Assets: Form 8938 Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Gifts: Form 3520 Annual Information Return of Foreign Trust With a US Owner: Form 3520-A Information Return of U.S. Persons concerning Certain Foreign Corporations: Form 5471 Information Return of a 25% Foreign-Owned or a Foreign Corporation Engaging in a US Trade or Business: Form 5472 Return by a US Transfer of Property to a Foreign Corporation: Form 926 Return of U.S. Persons concerning Certain Foreign Partnerships: Form 8865 Information Return of U.S. Persons concerning Foreign Disregarded Entities: Form 8858 Return by Shareholder of a Passive Investment Company or Qualified Electing Fund: Form 8621 Current procedures for participation in the IRS Offshore Voluntary Disclosure Program (OVDP)

Expanding an accounting practice into forensics Developing and documenting expert opinions Organizing files for litigation credibility Foundational strategies for deposition testimony Advanced techniques for deposition success Preparing and delivering direct examination testimony Surviving cross-examination with professionalism

Fraud Trends Audit requirements related to fraud

Fraud awareness and prevention Define various types of fraud Identify common fraud schemes

Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management

Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management

Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management

Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management