CPE Catalog & Events
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
-
Online
1.00 Credits
Member Price: $39
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
-
Online
1.00 Credits
Member Price: $39
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
-
Online
1.00 Credits
Member Price: $39
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
Top Employment Tools to Protect Your Business and Recommend to Business Clients
-
Online
1.00 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
-
Online
1.00 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
Are Those Independent Contractors Really Independent Contractors?
-
Online
1.00 Credits
Member Price: $39
Classification of workers as employees or independent contractors
The Role of HR in Business Sustainability
-
Online
1.00 Credits
Member Price: $39
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
Mastering Charitable Remainder Trusts and Form 5227Compliance
-
Online
2.00 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Inventory, Expense and Payroll Fraud
-
Online
2.00 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
2024 Taxation of Non-fungible Tokens (NFTs)
-
Online
2.00 Credits
Member Price: $79
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
-
Online
3.00 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
-
Online
8.00 Credits
Member Price: $225
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
360 Budgeting: A Holistic Approach to Process and Solutions
-
Online
8.00 Credits
Member Price: $225
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Steps to Stop External Fraud
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
How to Make Difficult People Disappear...Without Going to Jail
-
Online
1.00 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Performance Targets That Deliver Results Without Burnout
-
Online
1.00 Credits
Member Price: $39
Performance target design Target testing
Introduction to Forensic Data Analytics
-
Online
2.00 Credits
Member Price: $79
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Erase the Mark: Best Practices in Penalty Abatement
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
2024 Estate and Financial Planning for the Older Client
-
Online
8.00 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients