CPE Catalog & Events

Benefit mechanics Employee achievement awards Group term life insurance Self-insured medical reimbursement plans Medical insurance Meals and lodging Cafeteria plans Employer-provided automobile Adoption assistance program Interest-free and below-market loans

Marital status Joint return Separate returns Head of household Exemptions Divorce costs Withholding and estimated tax Community property states Ending the community Living together

Tax Planning

Parts of a typical supplier contract Information Sharing with Suppliers & NonDisclosure Agreements W9s, Invoicing, and Accounts Payable Insurance risks related to outside parties Best practices for terminating supplier relationships

Discussion: What makes a good manager? What is the challenge of management? Increasing Employee Engagement Building Workplace Relationships Resources on Leadership Summing It Up

Current State of the Workplace SHRM: 4 Building Blocks of Ethical Culture Case Studies Workplace Communication Communication & Trust Conversational Bad Habits 8 Ways to Build Trust Navigating Conflict Summing It Up

Opening Discussions Current State of the Workplace SHRM: 4 Building Blocks of Ethical Culture Case Studies 8 Ways to Build Trust Summing It Up

Overview of AICPA Code of Professional Conduct AICPA Conceptual Framework Approach Case Studies CPA Licensing Requirements CPE Requirements Requirements When Moving to a New State Summing Up the Day

Relationship Between Ethics & Financial Success Highlights of Ethics Research AICPA Code of Professional Conduct Bright Line Rules & Ethics Codes Social Responsibility Writing a Code of Ethics from Scratch

Structure, Reporting & Accounting Business Income, Credits & Assets Selected Business Expenses Employee Compensation & Benefits Automobiles Business Travel & Entertainment Retirement Plans Insurance Estate Planning

Transportation and travel distinguished Definition of "tax home" Temporary & indefinite assignments Business purpose requirement for business travel Convention & meetings Statutory exceptions of ordinary & necessary requirement Entertainment facilities Employee expense reimbursement & reporting Self-employed persons Employers

Economic outlook Political outlook Environmental outlook

Tax Economics Business Planning Deferred Compensation Plans Basic Fringe Benefits Business Entertainment Business Travel & Transportation Insurance Equity Participation Estate Planning

Advantages and disadvantages of sole proprietorships Taxes for self-employed individuals Definition of partnership Partnership tax return & year taxable Contributed property, assets & services Sales and exchanges of partnership interests Limited liability companies C corporations & PSC corporations Inventories S corporations

Motivation Recognition Rewards Feedback Status differentials Authenticity

Becoming a stronger communicator The communication process Improving oral and written communications "Empathy, ego and needs," personality types and their influence on communications Case studies to summarize the webinar concepts

Fraud Misstatements Materiality Revenue recognition Related parties Going concern uncertainties Engagement letters Documentation and peer review considerations

Financial Tax Planning Building an Estate Preservation of Wealth Deferral Reduction Income Splitting Elimination Asset Protection Estate Planning Estate & Gift Taxes Wills & Probate Trusts Entity & Title Life Insurance, Annuities & Buy-Sell Agreements Special Business Issues Estate Tax Freeze Rules Elderly & Disabled Planning Post-Mortem Planning & Tax Return Requirements

Introduction - 1031 Section 1031 & Its Function Statutory Requirements & Definitions The Concept of "Boot" The Rules of "Boot" Losses Basis on Tax-Deferred Exchange Depreciation, Cost Recovery, MACRS & Recapture Miscellaneous Aspects Mechanics Types of Exchanges Delayed Exchanges Warehousing & Pot Method Accommodators & Intermediaries

Sources and effects of, and managing, conflict Mediating Positive conflict