Fall CPE Conference

Accounting standards are always changing. This session will review newly issued ASUs and the items on the FASB’s technical agenda and those previously issued ASUs which will be effective for 2024 annual reporting. On the AICPA front, auditing and attestation standards are updated to respond to a changing environment, recent technological advancements, emerging trends, and feedback from peer reviews. The discussion will also review new and previously issued SASs and SSAEs which will be effective for 2024 annual reporting, not covered elsewhere in this conference.

Speaker: Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. | ABS, Inc.

This session is available to registrants only.

Explore the three levels of delegation and how to deploy them successfully with strategies for empowering team members to achieve a higher level of engagement to enhance their overall performance. Understand the value of regular one-on-ones with team members and how to conduct them in the most efficient, effective manner.

Speaker: Jeffrey Vaske, Ed.D., ACC | CPE Leadership Solutions

This session is available to registrants only.

Perhaps no topics have given practitioners more headaches in recent years than the ERC, BOI reporting, and green energy credits! This session will discuss recent guidance that has come out in these areas and provide practical advice as to how to best navigate these topics with clients. The discussion will also include the professional obligations under Circular 230 and what to do when clients choose not to take your professional advice.

Speaker: David Peters, CPA, CFP, MST, CPCU, CLU | Peters Professional Education

This session is available to registrants only.

With the initial reporting period which incorporated ASC 842 behind us this session will focus on newly released guidance and ongoing considerations for those auditing or accounting for lease arrangements. Also covered will be frequently asked questions from clients and what key provisions prevent the greatest challenges for preparers and auditors.

Speaker: Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. | ABS, Inc.

This session is available to registrants only.

Self-awareness is an apex leadership attribute, but true self-awareness is often elusive! Learn how to solicit feedback from your team members and peers, as well as ways to utilize the feedback received to become a more well-rounded, impactful leader.

Speaker: Jeffrey Vaske, Ed.D., ACC | CPE Leadership Solutions

This session is available to registrants only.

Even though they have been around for several years, the tax laws pertaining to S-Corporations remain some of the more difficult areas of the Internal Revenue Code. This session will examine how S-Corporations break away from the normal tax rules for flowthrough entities and will explore which taxes are assessed at the entity level and how to avoid them. Get the latest updates on those pesky PTE elections and discuss the latest developments.

Speaker: David Peters, CPA, CFP, MST, CPCU, CLU | Peters Professional Education

This session is available to registrants only.

The auditor’s responsibilities related to risk assessment have overgone their biggest overhaul in decades! This power-packed session will empower you with the working knowledge of SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, to successfully apply the standard. Discuss two highly related standards (i.e., SAS Nos. 143 and 148) which auditors will be implementing at the same time.

Speaker: Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. | ABS, Inc.

This session is available to registrants only.

The demands of our career and day-to-day work often infringe upon other areas of our lives (e.g., family time, leisure activities, health/wellness pursuits, etc.). Join this session for valuable perspectives on work-life integration and concrete steps you can take to protect your personal time so you can be even more effective in your professional capacity!

Speaker: Speaker: Jeffrey Vaske, Ed.D., ACC | CPE Leadership Solutions

This session is available to registrants only.

The post-COVID world has brought numerous changes in how we work and where we work. The brick and mortar office is slowly going away, as employees increasingly work from home, coffee shops, or their favorite spot at the local park. While these changes offer employees and companies more flexibility, they also bring about significant changes at the state tax level. This session will discuss state income and payroll tax implications of remote work. Using real world examples and looking at trends in taxation, learn how the post-COVID world is a new world for accounting professionals.

Speaker: David Peters, CPA, CFP, MST, CPCU, CLU | Peters Professional Education

This session is available to registrants only.

Ongoing professional development is vital for long-term success, yet it’s often the first thing that gets bumped from our calendar. This session takes an in-depth look at strategies to help prioritize professional development. By understanding your interests, drivers, and opportunities, you can make a plan to engage in professional development activities that support your goals and lead to lasting success.

Speaker: Jeffrey Vaske, Ed.D., ACC | CPE Leadership Solutions 

This session is available to registrants only.

How debt is allocated to the partners in a partnership is important. It dictates how much money may be taken tax-free as a distribution, the losses that flow down to the partners, and the gain or loss on the sale of a partnership interest. However, the allocation of debt can differ depending on the type of debt that it is and the type of partner we are talking about. Not to mention that 704(c) can complicate things. And what in the world is a constructive liquidation scenario? This session will tackle the concept of debt allocations – how to do it, what it means, and why to do it. Also discuss how not having a 754 election in place can result in an unbalanced balance sheet, and what a look-through provision is.

Speaker: David Peters, CPA, CFP, MST, CPCU, CLU | Peters Professional Education

This session is available to registrants only.

As accounting professionals, did we think we would also become technologists? Or did we think we would ever have an AI companion? Technology and its associated risks are constantly evolving at warp speed. Auditors and our clients are rapidly updating technology tools to capitalize on emerging trends. This session will discuss the latest audit tech trends, along with other industry hot topics, with a focus on the risks associated with technological change and how to address them.

Speaker: Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. | ABS, Inc.

This session is available to registrants only.

Multiple new ethics updates and interpretations have become effective recently or will be effective over the next year. These updates can significantly impact independence assessments and update our professional responsibilities in several key areas. This session will review the changes, their impact and the effective dates of the changes.

Speaker: Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. | ABS, Inc.

Qualifies for 2 hours of Regulatory Ethics CPE credit.

This session is available to registrants only.

Trying to get the owner additional cash from his/her company is a common issue faced by many advisors. However, it is important to realize that the form of that cash movement may result in very different tax implications. Using easy to understand examples and cases, this session explores the common methods used to transfer cash from a small business to the owner him/herself. Learn how tax implications differ depending on entity type and the form of payment. 

Speaker: David Peters, CPA, CFP, MST, CPCU, CLU | Peters Professional Education

This session is available to registrants only.

Today’s generation hosts so many awesome features and unique traits. This session will explore how to capitalize on these traits and the distinctions that come alongside. Learn strategies for creating a workplace that is good for all generations that partners together around great work and common goals.

Speaker: Heather Woody, MCC | Heather Woody Unlimited, Inc

This session is available to registrants only.

This session explores IQ vs. EQ and the role each play in the workplace. Learn how to build awareness around your own emotions while managing our own emotions. Take a closer look at how emotions impact your role, your workplace experience and your outcomes.

Speaker: Heather Woody, MCC | Heather Woody Unlimited, Inc

This session is available to registrants only.

Information return reporting has become a more complex issue in recent years due to new forms and post-COVID working conditions changing. This session discusses new forms and reporting thresholds for Form 1099-DA, 1099-K, and many others.  We will also discuss some lesser known boxes on the 1099-MISC and reporting issues that arise for attorneys, college students, and contractors. Learn what to do if information reporting deadlines are missed.

Speaker: David Peters, CPA, CFP, MST, CPCU, CLU | Peters Professional Education

This session is available to registrants only.

This session explores what professionals need to know to perform financial statement preparations, compilations, and review engagements this year. Discuss managing SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements and recent peer review feedback on SSARS engagements.

This session qualifies for 2 hours of Financial Statement Presentation (FSP) credit.

Speaker: Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. | ABS, Inc.

This session is available to registrants only.

This session explores the behaviors of trust, specifically in professional relationships. Behaviors drive our connections, relationships drive our influence and impact. Trust is one of the single most powerful imperatives to your professional success.

Speaker: Heather Woody, MCC | Heather Woody Unlimited, Inc

This session is available to registrants only.

Our systems of quality management protect our reputation and work products. The new AICPA standards move us from a policy approach to a risk-based approach. This session discusses these changes along with recent peer review results surrounding audit engagement quality. Discover what we are doing well and where there is room for improvement, alongside any changes to the guidance on peer reviews from the AICPA.

Speaker: Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. | ABS, Inc.

This session is available to registrants only.

Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation.  Perhaps nowhere is this more true than in the area of virtual currency. Using examples, problems, and plain explanations, explore a mix of new tax issues and areas of the code that tend to be misunderstood in a practical and straight-forward way. Discuss the nuances of virtual currency and the new Form 8300 reporting requirements and when it may be possible to take a virtual currency loss.

Speaker: David Peters, CPA, CFP, MST, CPCU, CLU | Peters Professional Education

This session is available to registrants only.

ASC 326, Credit Losses, is not just applicable for banks. Rather, it applies for all entities that extend credit, including accounts and leases receivable. This session reviews the core requirements of the CECL model and focus on how non-lending institutions will address the guidance going forward.

Speaker: Jason Carney, CPA, CISA, PMP, CISSP, CCSP, Esq. | ABS, Inc.

This session is available to registrants only.

The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity too. And how do you know if someone is a real estate professional? This session explores all of these issues and many more through real-world examples and discussion of exceptions to rental status, qualifications for material participation, and requirements for active status. Also discussed be the treatment of vacation homes and depreciation recapture.

Speaker: David Peters, CPA, CFP, MST, CPCU, CLU | Peters Professional Education

This session is available to registrants only.

We all bring our own attitude, energy and effort into the workplace and these impact how we feel and how we perform. Our experiences at work are primarily driven by what we choose. And, we all deserve to place high value on our time at work because we aren’t getting time back. We spend more time at work than we do in our personal relationships, let’s make this time well spent and even greater!  This session takes a dive around how to show up for yourself and others to activate your best self at work.

Speaker: Heather Woody, MCC | Heather Woody Unlimited, Inc

This session is available to registrants only.