The annual budgeting process is often criticized as a fiscal exercise done by the accountants that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these...
This course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new dimensions to our...
People skills are the most significant skills that Professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with clients, peers and family. In addition, participants will learn...
This course will explore some of the most essential tools for measuring financial and operational success, as well as improving results. Appendices will be provided to give students hands-on applicable materials that can be utilized after completion of the course.
Schedule K-1 has evolved into the universal correspondent of tax information to business owners. This course utilizes practical case studies and detailed cases to take a deeper look into the vastness of Schedule K-1. The course will be advantageous to those who prepare complicated federal...
This year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current through this informative update...
The President and Congress delivered a revolutionary tax reform plan in late 2017. With the most sweeping changes to the tax code in 30 years now here, this highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough...
Need to strengthen your inventory accounting skills? This webcast will help you get there quickly! The session focuses on the basics: inventory GAAP, inventory software, and methods for dealing with variances. Join inventory accounting veteran John L. Daly for this informative session.
There are as many ways to commit Travel & Entertainment fraud as there are employees. And now employees can commit fraud with Purchasing Cards - no paper needed. T&E fraud is usually not material individually. However, it does often take a material bite out of your bottom line in aggregate. ...
Learn how to navigate the IRS and get information needed to represent your clients. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Corporations often work with large amounts of other people's money with executive's reaping huge rewards for providing investors a good return. But what happens when their bets turn sour? What are reasonable and ethical risks for management to take and which ones are not? This session will...
It's a whole new world for lessors and lessees under Accounting Standards Update No. 2016-02. Soon nearly all leases will need to be disclosed on the balance sheet - from buildings right down to autos and copiers. Although the greatest impact will be on large entities like Walgreens, this will...
When the Bernie Madoff Ponzi scheme manifested devastating investor losses, causation litigation besieged the federal courts. Self-directed IRA account holders ran to the courthouse steps, blaming trustees and custodians for their losses. Uniformly, the federal courts rejected all self-directed...
SaaS accounting apps like QuickBooks Online, Xero, Intacct, Kashoo, Wave Accounting, AccountantsWorld, and Sage One have changed the small business accounting landscape. Many of these applications have features like automated download and classification of transactions, linked document...
Top off your knowledge of the statement of cash flows. Review statement of cash flows preparation and presentation options and improve cash flow analysis. Explore the requirements of the statement of cash flows guidance and related standards and learn how to make appropriate classifications of...
A review of the statute of limitations and what to be aware of when representing a client. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception...
Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the federal estate tax return, Form 706; the federal gift tax return, Form 709; and the...
Businesses depend on having adequate capital and cash flow. While someone else may handle day-to-day cash management procedures, the CFO must take the lead in strategic cash management decisions. Those who can't manage cash strategically are often replaced when a company goes into a growth mode....
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications...
