Middlesex/Somerset and Mercer Chapters CPE Pass - 2023/24

This session will review new guidance from the FASB, AICPA and PCAOB, the AICPA practice aid on analytics and AICPA professional ethics. It will also cover the technical aspects of sampling and the difference between attest and non-attest services.

Highlights

• AICPA practice aid on analytics and AICPA professional ethics
• Real- life examples on journal entry testing and client interviews
• Technical concepts on sampling, including those often misapplied and/or overlooked
• Other important practice matters

Benefits

• Apply the FASB, AICPA and PCAOB recent guidance on going concern accounting and reporting.
• Review and apply recently issued and proposed FASB and AICPA pronouncements.
• Preview new guidance that becomes effective soon.
• Discuss technical concepts on sampling.
• Review requirements for attest and non-attest engagements.

Designed For

Accounting and auditing practitioners at all levels desiring to remain up to date on recent pronouncements and other standard setters’ activities

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This seminar will cover developments and current issues in individual, business and income taxation and include specific focus on trust and estate taxes.

Highlights

• General update in individual and business taxation
• Federal estate, gift and generation-skipping transfer tax update
• “Setting Every Community Up for Retirement Enhancement (SECURE) Act”, including recent treasury regulations
• New Jersey inheritance tax
• Properly structuring an estate plan with a will and/or revocable trust, including issues with a CPA serving as an executor or trustee
• How to advise clients to avoid the pitfalls of family litigation regarding tax and estate matters
• Properly advising corporate clients regarding entity agreements, including related income tax concerns
• Life insurance issues, including the use of irrevocable life insurance trusts

Benefits

Equip yourself with trust and estate tax planning strategies and stay abreast of current issues

Designed For

CPAs and accountants who are involved in preparing tax returns

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This program will consist of presentations on both AI and crypto assets — technologies that are fundamentally changing the face of the accounting profession daily.You will learn more about AI capabilities, get a thorough understanding of ChatGPT, and hands-on demonstrations of both its benefits and limitations.

Highlights

This session will cover these topics:

 

• Different types of AI
• Specific examples of accounting firms investing in AI
• Review and update of ChatGPT
• A walk-through and demonstration of ChatGPT functionality
• Introduction to digital assets
• Developments in digital asset broker rules and reporting requirements
• Recent developments in the equity markets with the introduction of ETFs

Benefits

Professionals will acquire and improve knowledge of AI and crypto assets, including examples of real-life implementation and best practices in offering advisory services around these technologies.

Designed For

Accountants in public practice and industry

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Gain invaluable insights into how Medicare works and how tax-planning is imperative. After CPE, network with your friends and meet new friends while swinging a golf club at Topgolf.

Highlights

This program will cover Medicare vs. current group coverage (for individuals over age 65). The speaker will discuss how tax planning is imperative to avoid costly Medicare Part B premiums now and in the future. 

 Topics will include:

• How Medicare Parts A, B, C and D work with each other. 
• The Medicare enrollment process
• How much you will pay for all facets of Medicare insurance 
• Which is the better route: Original Medicare vs. Medicare Advantage 
• Benefits of the Part D prescription drug 

Benefits

Gain invaluable insight into how Medicare works and how tax planning is imperative.

Designed For

All accounting professionals

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