CPE Catalog & Events
Coaching Skills That Improve Performance
-
Online
4.00 Credits
Member Price: $129
Coaching Effective Communication
2024 Financial Statement Analysis
-
Online
4.00 Credits
Member Price: $129
Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
2024 Year-End Tax Planning: Thinking Outside the Box
-
Online
4.00 Credits
Member Price: $129
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
The Controllership Series - Addressing Budgeting Uncertainty
-
Online
1.00 Credits
Member Price: $39
Accounting Finance
The Controller Function - Elevating the Role
-
Online
1.50 Credits
Member Price: $59
Accounting Finance Auditing Business Development
2024 Ethical Tax Practice Strategies in a Crisis World
-
Online
2.00 Credits
Member Price: $79
“Tales from the Front” – practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
2024 Listening to the Statement of Cash Flows
-
Online
2.00 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
2024 Internal Controls Over Compliance vs Compliance
-
Online
1.00 Credits
Member Price: $39
Internal Controls Over Compliance Compliance Single Audits
2024 Risk Assessment & Internal Control
-
Online
1.00 Credits
Member Price: $59
Risk Assessment Internal Controls Common Deficiencies
2024 The New AICPA Statements on Standards for Tax Services
-
Online
2.00 Credits
Member Price: $79
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
-
Online
4.00 Credits
Member Price: $129
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property Explain the use of both "inside" and "outside” basis determination Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process
A Practical Guide to Trusts
-
Online
8.00 Credits
Member Price: $225
The role of the trustee and how to avoid problems How to use trusts to avoid probate How revocable living trusts are affected by income, gift, and estate taxes Marital deductions and marital and bypass trusts How an irrevocable trust can be the center of an estate plan Advantages of an irrevocable life insurance trust How to create a dynasty trust Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool Trust options to provide security for older clients Advantages, tax consequences, and limits on charitable contributions and private foundations Charitable remainder and charitable lead trust issues How trusts can serve as asset protection devices Business trust issues
Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour
-
Online
8.00 Credits
Member Price: $225
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
The Controller Function - Strategic and Annual Planning
-
Online
1.00 Credits
Member Price: $39
Accounting Finance Auditing
2024 Analytical Procedures: Practical Applications and Standards
-
Online
2.00 Credits
Member Price: $79
Discussion of analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
2024 Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
-
Online
2.00 Credits
Member Price: $79
Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications to entities as a result of the ruling in NSB Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
-
Online
4.00 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Prevention & Detection of Fraud In Small Businesses
-
Online
4.00 Credits
Member Price: $129
The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
1065 - Understanding Partnerships Tax Returns
-
Online
2.00 Credits
Member Price: $79
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
2024 Federal Tax Update - Partnership Updates
-
Online
2.00 Credits
Member Price: $79
Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections IRS updates on Form K-2 and K-3 Criteria for using the Domestic Filing Exception