CPE Catalog & Events
Preparation, Compilations and Reviews-A Practical Workshop
Available Until
Online
8.00 Credits
Member Price: $199
Preparation, Compilations and Reviews
Presenting With Presence
Available Until
Online
2.00 Credits
Member Price: $69
Creating effective slides Preparing to present Managing nerves Setting up the room Managing questions and answers
Professional Conduct & Ethics: Dealing with Ethical Crises
Available Until
Online
4.00 Credits
Member Price: $99
Discover tools to help you in ethical decision making. Cover highlights from the revised AICPA Code of Professional Conduct. How to communicate delicate issues. Explore real-life case studies (including Wells Fargo, Google). When doing the right thing may not be enough.
Radically Transform Your Pricing
Available Until
Online
1.50 Credits
Member Price: $49
Value Pricing Client Needs Firm Impact
Real Estate Taxation
Available Until
Online
8.00 Credits
Member Price: $199
California property taxation-updated in light of Proposition 19 passage Qualified business income deductions [IRC Sec. 199A] Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2] Passive activities loss rules [IRC Sec. 469] Real estate professional rules [IRC Sec. 469(c)(7)] Interest expense deduction rules [IRC Sec. 163] Home sale exclusion [IRC Sec. 121] 1031 exchanges Estate planning and gifting with real estate
Regulation and Tax Preparer Qualifications
Available Until
Online
1.00 Credits
Member Price: $49
Certification Regulation Occupational licensing Tax preparation
Relationship Between Real Estate and Estate and Trust Planning
Available Until
Online
1.00 Credits
Member Price: $49
Tax proposals Estate planning Valuation discounts
Reporting Interest and Gain from Tax-Exempt Securities
Available Until
Online
2.00 Credits
Member Price: $69
History of current 1099 reporting of fixed income securities What treatment is required versus what can be elected Examples using actual 1099 forms
Repurposing Real Estate
Available Until
Online
1.00 Credits
Member Price: $49
Capitalization Issues 1031 Exchange
Reserves Planning
Available Until
Online
1.00 Credits
Member Price: $49
How Non-Profits are Navigating the Great Resignation Best Practices to Effectively Train Your Board/Finance Members Due Diligence for M&A in the Non-Profit Space Single Audit Update Implementation of New Standards Audit Standards Update
Retirement Plans
Available Until
Online
3.50 Credits
Member Price: $89
Qualified deferred compensation Basic requirements of a qualified pension plan Basic types of corporate plans Types of defined contribution plans Self-employed plans - Keogh Distribution and settlement options of IRAs Tax-free rollovers for IRAs Roth IRAs Simplified employee pension plans (SEPs) SIMPLE plans
Risk Assessment Standards When Auditing Privately-Owned Companies
Available Until
Online
4.00 Credits
Member Price: $99
Review of applicable auditing standards for risk assessment Identification and discussion of high-risk audit areas Discussion and analysis of control risk vs. inherent risk Practical approach to auditing companies where controls are minimal or not adequately documented Detailed discussion and examples of risk assessment procedures and alternative approaches
Road to Post-Separation Accounting and Reimbursements
Available Until
Online
1.00 Credits
Member Price: $49
Tax Issues: Technical vs. Practical Business Valuation for Family Law
Road to Profitability: Separate Property Subject to Community Claims
Available Until
Online
1.00 Credits
Member Price: $49
Tax Issues: Technical vs. Practical Business Valuation for Family Law
Road to Success: Burden of Proof Refresher
Available Until
Online
0.00 Credits
Member Price: $49
Tax Issues: Technical vs. Practical Business Valuation for Family Law
Roadmap to Investment Characterization
Available Until
Online
1.00 Credits
Member Price: $49
Tax Issues: Technical vs. Practical Business Valuation for Family Law
Robotic Process Automation (RPA) Implementation Case Studies in Accounting
Available Until
Online
1.00 Credits
Member Price: $49
Robotic Process Automation Accounting
Robotic Process Automation (RPA) Risk Management: Points to Consider
Available Until
Online
1.00 Credits
Member Price: $49
Robotic Process Automation Risk Management
S Corporations: Tax Planning
Available Until
Online
4.00 Credits
Member Price: $99
Overview of the taxation of corporations and shareholders, including making the S corporation election Built-in Gain Tax Planning Self-employment tax and S corporations Distribution tax planning Planning to minimize the impact of loss limitations Tax planning for years with both distributions and losses Termination Planning Tax planning regarding the transfer of appreciated assets to an S corporation Buying and selling S corporations-tax planning ideas Tax considerations of using the QSUB, Section 338(h)(10), or 336(e) elections Tax Issues to consider at the death of S corporation shareholder Stock redemptions as a tax planning tool Accommodating a "non-qualified" investor Trusts and tax-exempt shareholders The second class of stock risks
Shoot for the Moon: When Fraud Kills Your Company
Available Until
Online
1.00 Credits
Member Price: $49