Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts.  The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.

Course Description

Whether you hold a position as an owner, operator, general manager, staff member, or department head in a hotel or restaurant property, this course will enhance your accounting knowledge and boost your confidence in decision-making. You’ll gain hands-on experience in benchmarking various hotel, lodging, and restaurant units throughout the course. This practical exposure will enable you to assess your performance relative to competitors in the lodging industry. You’ll be better equipped to make informed choices in procurement, staffing, operations, and marketing budget allocation.

The central focus of the course is on decision-making skills, including accurately interpreting financial statements, benchmarking against competitors, and drawing precise inferences to optimize your decisions.

Learning Objectives

• Examine and cite the Uniform System of Accounts for the Lodging Industry (USALI)
• Learn how to apply managerial accounting tools to improve flow through
• Apply and use specific financial statements for better decision-making
• Discuss ways to benchmark hotel and restaurant performance
• Cite the best ways to prepare operating budgets and monitor performance
• Understand the consistencies and differences between USALI and U.S. GAAP with reference to IFRS

Course Description

In today’s tough economic environment, Finance leaders, like CEOs, must also shift their mindset. Every firm and company faces an existential threat, whether it’s excessive cash burn, liquidity crises, or raging competition. Financial Leaders need to know how to take control of capital allocation, scrutinize areas of revenue leakage, and identify pockets of profitability.

Jennifer Elder will show you how Financial Leaders and their teams can think differently to survive and thrive during peacetime and wartime.

Learning Objectives

• Discuss & Identify current economic trends impacting your situation
• Learn to apply strategies during changing landscapes
• Identify when to shift priorities based on profitability or growth goals
• Learn & Discuss methods to create better visibility into financial data
• Apply accountability measures to address financial constraints
• Cite the right skill set financial leaders need

Course Description

Combining the real-life experience of a practicing CPA with essential down-to-earth tax materials in a high-tech format, this powerful presentation will enable participants to grasp recent individual tax changes. You’ll receive the most complete and up-to-date reference manual, written by renowned tax experts.  The digital PDF manual is hyperlinked to the Internal Revenue Code, tax court decisions, and other primary authorities, making it an extremely convenient resource. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.

Course Description

Bogdan Constantin will teach you how to apply entrepreneurial management strategies and tactics to your firm, team, or company. He’s committed to teaching the disciplines of entrepreneurial thinking that produce not just entrepreneurial inspiration but a strategic frame of mind. You’ll learn how to better measure success and reframe your priorities based on available business levers. You’ll see how your current business or industry environment can influence success or failure and what to do about it. You’ll learn how companies develop unique internal sources of competition to create advantages and thrive with disruptions in their marketplace or industry.

Learning Objectives

• Cite and apply KPIs to measure business success
• Learn how to develop internal sources to create competitive advantages
• Discuss ways companies win with evolving business models and value propositions
• Apply growth strategies and tactics to survive and thrive during marketplace disruptions
• Learn how to create a sustainable, continuous improvement environment
• Identify and discuss ways to Manage commercialization challenges and market launches efficiently and effectively
• See beyond current paradigms in order to uncover innovation needs and to predict impact through strategic idea and concept development

Course Description

Stay ahead of the game and keep up with the latest changes affecting accounting, auditing, compilation, and review engagements. Join our course for a comprehensive update on newly issued IFRS and statements by the International Accounting Standards Board (IASB) and the International Sustainability Standards Board (ISSB). Learn about the latest developments in compilation and review processes, and gain a competitive edge with our expert guidance.

Learning Objectives

• Recall examples of the conceptual framework for financial reporting
• Recognize when to apply first-time adoption of international financial reporting standards
• Explore Financial Instrument Disclosures and disclosure of interests in other entities
• Apply the Restatement Approach under IAS 29 Financial Reporting in Hyperinflationary Economies
• Learn about Foreign Currency Transactions and Advance Consideration
• Identify and cite the General Requirements for Disclosure of Sustainability-related Financial Information
• Discuss the newest Climate-related Disclosures

Course Description

This course explores the impact of unresolved conflict in workplaces, emphasizing that employees often leave due to poor management rather than company issues. It introduces Conflict-IQ™ as a tool to understand and manage conflict positively within diverse organizational cultures. Drawing on extensive experience, it guides participants through foundational principles and practical applications of Conflict-IQ™, integrating emotional intelligence for effective conflict resolution. By course end, participants gain the skills to cultivate collaborative, inclusive environments, fostering growth and innovation within their organizations.

Learning Objectives

• Analyze the relationship between unresolved conflict and employee turnover, distinguishing between company-related issues and management-related factors.
• Evaluate the role of effective conflict management in fostering a positive workplace culture, emphasizing the impact on employee retention and organizational success.
• Demonstrate proficiency in utilizing Conflict-IQ™ as a strategic tool to understand, address, and resolve conflicts within diverse organizational settings.
• Apply foundational principles of Conflict-IQ™ to real-life workplace scenarios, integrating emotional intelligence techniques for effective conflict resolution.
• Synthesize strategies for cultivating collaborative and inclusive environments, utilizing Conflict-IQ™ principles to promote growth and innovation within teams and organizations.
• Develop a comprehensive plan for implementing Conflict-IQ™ practices within their respective workplaces, ensuring long-term sustainability and organizational development.

Course Description

Accounting Professional Ethics: Florida Spotlight features an in-depth look at the AICPA Code of Professional Conduct, offering insights into the Conceptual Framework for ethical decision-making and specific discussions on independence in the context of nonattest services. Additionally, it provides a detailed exploration of Florida’s specific rules, including Chapters 455 and 473 F.S., and FL BOA Rules 61H1. By completing this course, you not only fulfill your CPE requirements but also gain valuable knowledge that can be applied to real-world ethical dilemmas, enhancing your professional integrity and decision-making skills.

Learning Objectives

Ethics for Tax Professionals

• Understand the ethical obligations outlined in Circular 230 and other relevant regulatory frameworks governing enrolled agents, including the Enrolled Agent's Oath, and apply these principles to real-world tax practice scenarios.
• Develop the ability to identify and analyze potential conflicts of interest in client representation, demonstrate strategies for managing such conflicts while maintaining professional integrity, confidentiality, and fiduciary duty.
• Enhance ethical decision-making skills by evaluating complex ethical dilemmas in tax practice, applying ethical theories and principles, and communicating effectively with clients and stakeholders to ensure compliance with ethical standards and regulatory requirements

Accounting Professional Ethics: Florida Spotlight

• Define ethics;
• Describe types of ethics;
• Identify ethical dilemmas;
• Describe the source of accounting ethics;
• Describe the format of the AICPA Code of Professional Conduct;
• Identify the areas of ethics rules for accountants in public practice;
• Identify the areas of ethics rules for accountants in business;
• Describe various violations of ethics;
• Apply the Conceptual Framework for ethics issues;
• Identify the seven threats to independence;
• Describe the five categories of independence issues;
• Describe the issues related to nonattest services;
• Describe the topics in FL 455;
• Describe the topics in FL 473;
• Describe the rules on Fl BOA Rules 61H1; and
• Apply the provisions for reporting CPE to the FL DBPR.

Course Description

Quality management is important. Every CPA firm that provides audit and other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to avoid common quality management deficiencies in all services that are subject to peer review.

Learning Objectives

• List the potential impact of risks faced by public accountants when performing audit and other attest services
• Recall common peer review deficiencies in all types of attest engagements
• Identify minimum documentation requirements contained in the SSARSs, SASs and SSAEs
• Recognize how to strengthen analytic procedures to support conclusions on reviews and audits
• Explain best practices for preparing and reviewing workpapers to ensure an effective and efficient engagement
• List the quality management standards and guidance related to a CPA firm’s responsibilities for its system of quality management over the audit and attest practice

Course Description

Jeff Sailor will use his signature videos, designed to entertain and educate, to deliver a broad overview of the latest reporting standards. More time will be devoted to areas of broad interest, while a brief introduction will be given for narrow scope topics. Major topics will include the latest issues related to risk assessment, compilation and review, and implementation of the System of Quality Management.

Learning Objectives

• Implement a system of quality management
• Apply the standards for risk assessment in an audit
• Apply the standards for other audit standards
• Apply the standards for performing a compilation
• Apply the standards for performing a review

Course Description

Financial, retirement, tax, and valuation issues are critical concerns when contemplating a divorce. Understanding, assessing, and deciding how to proceed is essential before completing the marital separation agreement. Learn business valuation and the division of assets. Discuss property, retirement, and other possibilities that may enter the equation. Gain insights on the tax and financial ramifications of divorce. Navigate the assessment and division of financial assets before, during, and after the divorce.

Learning Objectives

• Minimizing the inevitable financial damage
• Financial issues in the heart of dividing assets in a post COVID world!
• Understanding which types of assets, plans or equity components the client should pursue during the division.
• Tax elements inherent in valuing and selling assets
• Valuing retirement plans
• Community property vs. common law issues
• The importance of being prepared by planning in advance
• The ongoing payment issues dealing with alimony and child support
• The rash of documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post nuptials and many others
• The advanced income tax issues including like-kind exchanges, filing status issues, credits and asset sales
• The advanced retirement issues including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets
• The high-level valuation issues including closely held business, stock redemptions, partnership redemptions and stock options
• Redesigning the personal financial plan after divorce

Course Description

Many for-profit and non-for-profit entities receive government assistance or are required to have financial statement or compliance audits due to law or regulation. This course will discuss the requirements under Government Auditing Standards (Yellow Book) relevant to a variety of circumstances. This course will cover the latest in independence, quality control, audit planning, satisfying compliance audit requirements, reporting, and more!

Learning Objectives

• List important requirements of Government Auditing Standards • Explain important areas of emphasis within the Yellow Book • Describe when Generally Accepted Auditing Standards may apply to a variety of types of entities • Explain what additional responsibilities exist with a Yellow Book financial statement audit • Recall the importance of independence and other ethical responsibilities • Distinguish internal control responsibilities for Yellow Book and compliance audits • List required elements of a Yellow Book findings and publicly-available reports • Identify proper responses to a variety of FAQ related to the application and compliance with Yellow Book

Course Description

Jeff Sailor will use his signature videos, designed to entertain and educate, to deliver a broad overview of the latest accounting standards. More time will be devoted to areas of broad interest, while a brief introduction will be given for narrow scope topics. Major topics will include the latest issues related to, Credit Losses, Lease Implementation Issue, miscellaneous FASB updates and Compilations and Review issues.. Topics covered in this course include GAAP updates SSARS and accounting theory for useful financial information.

Learning Objectives

• Identify and apply the most pervasive GAAP updates
• Cite the basics of the narrow scope GAAP updates
•  Apply the major provisions of the standard for Credit Losses
• Apply the standards for financial instruments
• Apply the standards for preparations, compilations and reviews
• Discuss the aspects of recent fraud cases

Course Description

Technology continues to evolve and amaze! From new technologies such as Artificial Intelligence (AI), to new features in existing tools such as Excel, the possibilities for improved efficiency and internal control are seemingly endless. Participate in this session to learn about key technologies that may impact you and your team in the months and years to come.

In this session, you will learn about critical developments in Microsoft 365 subscriptions, how you can use generative AI to become more productive, developments in Windows that will impact you, security risks and concerns, and tips for using technology more efficiently and effectively. If you’re going to participate in only one technology-focused session this year, this should be the one!

Learning Objectives

• List examples of generative AI tools and how you can take advantage of them
• Identify key new features appearing in Microsoft 365 subscriptions
• Cite examples of security and privacy features that you should consider implementing

Course Description

Property, plant and equipment can range from a low-risk to a high-risk audit area, depending on the nature of transaction and events engaged in by the reporting entity. Construction, capitalized interest and complex leasing arrangements tend to result in higher risk of material misstatement. This module will address tips and techniques for auditing tangible long-lived assets for various assessed risk levels, with a special emphasis on lease accounting under Topic 842.

Learning Objectives

• Identify typical audit risks and special audit considerations for tangible long-lived assets
• Tailor a detailed audit plan to respond to assessed risk of material misstatement related to fixed assets and leases
• Explain key controls related to property, plant, and equipment
• Recall and apply lease accounting requirements, including the impact of Topic 842 lease accounting standard changes on both lessees and lessors