CPE Catalog & Events

Who is an eligible employer for the ERC? Partial suspension of operations Supply Chain Disruptions GLAM 2023005 Significant Decline in Gross Receipts Recovery Startup Business Amending a 941 to Claim an ERC Interaction of ERC & PPP Forgiveness ERC Withdrawal Processes

The five-step key financial ratio analysis model and illustrative case studies. Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis, and real estate. Lendable real estate equity model. Key ratio software applications. Z-score (bankruptcy prediction) and sustainable growth models.

Leadership roadblocks. Leadership vs. managing. Skill-building techniques: communications, negotiations and personal marketing. Leadership in ethics. Psychodynamic leadership theory. Leadership traits, skills and styles.

DE&I Navigating the Return to Work and the Great Resignation

Rational Economic Person Theory Fundamental Behavioral Finance Theories Information Processing Biases Emotional Biases Dealing with Behavioral Finance Biases Summing it up

Items Affected by Dependency Types of Dependents Tests for Both Qualifying Child & Qualifying Relative Qualifying Child Only Tests More than One Person Claiming a Child Qualifying Relative Only Tests No One Gives Over 50% Support Summing It Up

Elements of an IPS Arithmetic vs. Geometric Rates of Return Tax Situation & Tax Location Prudent Person Concept Standard of Living Risk Portfolio Risk & Safe Withdrawal Rates Summing it up

Why do we need time value of money? Inputs in a time value of money problem Present & Future Value Calculations Annuity vs. Annuity Due Valuing a Business & TVM Gordon Growth Model Two Stage Models HModel Summing it up

IRA Types & Basic Requirements Excess Contributions MAGI Thresholds for Traditional & Roth IRAs IRA Distributions Required Minimum Distributions Inherited IRA Beneficiary Types Qualified Charitable Distributions (QCDs)

Cybersecurity Accounting Information Systems (AIS)

Marital tax liability Transfers incident to divorce Alimony and child support Debt cancellation and income inclusion rule Reduction of tax benefits Foreclosure Repossession of personal property Repossession of real property Non-business bad debts Business bad debts

Definition of managing up The impact of creating an upward influence Compare/contract managing only subordinates and colleagues to managing upward Specific tools and techniques for managing up in your office.

Entities & Title Deferral Reduction Income Splitting Elimination

Financial reporting fraud; securities litigation; AAER; SEC enforcement; restatements; irregularities; fraud prediction models.

Deductions for medical costs Health Savings Accounts Health insurance for the self-employed Limitations on charitable contributions Contributions of cash Contributions of property Contributions of services Substantiation Casualty and theft losses Disaster area losses Losses on Deposits

Zepponi & Company? Wine Industry Market Trends? M&A Market Players & Environment? M&A Market Activity

How do I optimize cash flow? Qualitative Evaluations Core Earnings & Sustainable Growth Quantitative Evaluations Liquidity Ratios Increasing Customer Base vs. Payment Terms Business Cycle & Cash Investing Company Cash What keeps companies from becoming streamlined? Behavioral Biases Information Processing Biases Emotional biases Dealing with Behavioral Biases Connecting Behavioral Biases to Cost Cutting Creating a Culture of Cost Cutting Rules of Thumb for Cost Cutting Managing Headcount PostCOVID Common areas of excess cost Budgeting Techniques Budget Variances Benchmarking Common Size Financial Statements Horizontal Analysis Negotiation and Contracting Techniques Review Questions Summing It Up

Motivation Recognition and rewards Feedback Status differentials Authenticity

Becoming a stronger negotiator. Negotiation skill building, effective communications, telephone techniques and the negotiation process. The role of empathy, ego and needs in negotiations.