CPE Catalog & Events
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Estate & Trust Primer - Tax Staff Essentials
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Online
4.00 Credits
Member Price: $139
Types of trusts Trustee powers Recognition and realization of income Elements of an estate Basic concepts of estate planning
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
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Online
1.50 Credits
Member Price: $69
The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls
Capitalized Costs & Depreciation - Tax Staff Essentials
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Online
5.50 Credits
Member Price: $189
Tax basis of property acquisitions Initial basis of property acquired in an exchange transaction Materials, supplies, repairs, and improvements Accounting method changes Depreciation: MACRS, Section 179 and bonus Intangible assets and amortization Organization and startup costs Research and experimental expenditures H.R. 1, commonly referred to as OBBBA
Risk Assessment Under SAS No. 145
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Online
2.00 Credits
Member Price: $89
Risk assessment under SAS No. 145 Overview of the steps to perform during risk assessment Testing the design, implementation, and operating effectiveness of controls New concepts due to the issuance of SAS No. 145
Quality Management: Performing a Root Cause Analysis
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Online
2.00 Credits
Member Price: $89
Broad discussion of root cause analysis, including what a root cause analysis is, how it works, and why it is understood to be an effective tool The requirements of SQMS No. 1 (QM section 10) regarding root cause analysis Applying the discussed steps of a proper root cause analysis in a real-world scenario Documentation considerations for root cause analysis
Individual Income and Tax Compliance Annual Update
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Online
3.50 Credits
Member Price: $125
IRS guidance, including notices, revenue rulings and revenue procedures IRS and Treasury proposed, temporary and final regulations U.S. Tax Court cases Legislative updates
Lessee and Lessor Accounting
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Online
2.00 Credits
Member Price: $89
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Pass-Through and Corporate Annual Tax Update
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Online
3.50 Credits
Member Price: $125
Strategies for tax savings Business entity changes IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits
Auditing digital assets: Client acceptance and continuance, risk assessment, and laws regulations and related parties
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Online
2.00 Credits
Member Price: $89
Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $89
Engagement objectives Performance requirements and standards Documentation Differences between compilation and preparation engagements Engagement criteria Changes in level of service
Ethics: Avoiding the Slippery Slope of Ethical Pressures
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Online
4.00 Credits
Member Price: $139
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
Preparation, Compilation, and Review Engagements: Update and Review
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Online
4.00 Credits
Member Price: $139
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects
Conducting a Remote Audit
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Online
4.00 Credits
Member Price: $139
Benefits of remote auditing How to manage the team, the client, and the audit process remotely Engagement-wide procedures, from client acceptance through report issuance when remote auditing Narrow-topic considerations when remote auditing
Individual Tax Fundamentals - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $319
Filing requirements Gross income inclusions, exclusions, and adjustments Standard and itemized deductions Tax credits Tax provisions for high-income taxpayers 3.8% net investment income tax Roth IRAs, traditional IRAs, and retirement plan options SECURE and SECURE 2.0 changes to retirement plan distributions Section 199A qualified business income deduction H.R. 1, including Trump accounts and deductions for seniors, tips, overtime, and car loan interest
Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation
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Online
2.00 Credits
Member Price: $89
EOMONTH MONTH and YEAR DATE CONCAT basics SUMIFS with CONCAT
The Bottom Line on the New Lease Accounting Requirements
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Online
4.00 Credits
Member Price: $139
Lease classification Amortization of the leased asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions
Ethics: Critical Thinking, Case Studies and Fraud
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Online
4.00 Credits
Member Price: $139
AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession
Advanced Tax Planning S Corporations - Tax Staff Essentials
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Online
7.50 Credits
Member Price: $279
Basis in S corporation stock Distributions Compensation planning Qualified subchapter S subsidiaries Liquidations, reorganizations, and redemptions Estate planning and the use of trusts Section 199A
Contract Accounting, Lease Accounting, and Their Impact on Construction Contractors
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Online
1.50 Credits
Member Price: $69
Contract accounting Revenue recognition Leases
Reviewing Individual Tax Returns
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Online
2.00 Credits
Member Price: $89
Passive-activity losses Qualified business income deduction Home office Schedule C activity and hobby losses Business startups and deductions Alimony Discharge of debt H.R. 1, commonly referred to as OBBBA