CPE Catalog & Events
What's Changing in Risk Assessment
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Online
2.00 Credits
Member Price: $109
Auditing Yellowbook
Global Internal Audit Standards (GIAS) Domain V - Part 1
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Online
2.00 Credits
Member Price: $109
Internal Audit Internal Controls Standards Institute of Internal Auditors
Comprehensive Pass-Through Owners? Basis and Distribution Rules 25-26
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Online
8.00 Credits
Member Price: $329
Understand the four loss limitation rules applied on the owner s individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Determine how to calculate an owners initial tax basis of his pass-through entity Learn how to correctly make annual adjustments to a pass-through owners tax basis Identify what constitutes a debt basis for an S corporation shareholder Learn the tax ramifications of repaying loans to S corporation shareholders
Leases: ASC Topic 842 in Depth 25-26
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Online
8.00 Credits
Member Price: $329
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Social Security Basics and Strategies for Maximizing Benefits 25-26
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Online
8.00 Credits
Member Price: $329
Social Security planning, benefit calculation, and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for self-employed individuals Planning for surviving spouses Integrating retirement plan distribution strategies with Social Security claiming strategies Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
Inventory Accounting GAAP, Software and Recognizing Variances
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Online
2.00 Credits
Member Price: $109
Inventory accounting GAAP Methods for dealing with variances
PFP Update: Income Tax, Retirement and Estate Planning 25-26
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Online
4.00 Credits
Member Price: $99
The personal financial planning process Relevance to income tax Retirement and estate planning concerns and solutions
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
The Controllership Series - Financial Statement Preparation
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Online
2.60 Credits
Member Price: $119
Accounting Finance Financial Statement Preparation
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $129
Social Security Retirement Asset allocation Fraud
Impact of GASB Activities on State and Local Government
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Online
3.50 Credits
Member Price: $175
GASB statements issued GASB projects
The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
4.00 Credits
Member Price: $159
Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk
Fraud Case Studies: 21st Century Professional Misbehavior
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Salient provisions the AICPA Code of Professional ConductExamination of actual fraudsDiscussion of internal controls that could have prevented or mitigated actual fraudsContemplation of epiphanies for your own professional scenarios.Implications for professional conduct and compliance with professional standards
Pass-Through and Corporate Annual Tax Update
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Online
4.00 Credits
Member Price: $225
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 Position authority IRS rulings, procedures and notices for the last year New, updated and expiring tax deductions and credits
Comprehensive Pass-Through Owners? Basis and Distribution Rules 25-26
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Online
8.00 Credits
Member Price: $329
Understand the four loss limitation rules applied on the owner s individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Determine how to calculate an owners initial tax basis of his pass-through entity Learn how to correctly make annual adjustments to a pass-through owners tax basis Identify what constitutes a debt basis for an S corporation shareholder Learn the tax ramifications of repaying loans to S corporation shareholders
Leases: ASC Topic 842 in Depth 25-26
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Online
8.00 Credits
Member Price: $329
FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Social Security Basics and Strategies for Maximizing Benefits 25-26
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Online
8.00 Credits
Member Price: $329
Social Security planning, benefit calculation, and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for self-employed individuals Planning for surviving spouses Integrating retirement plan distribution strategies with Social Security claiming strategies Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA
Titans Annual Federal Tax Planning: Business & Estate Update 25-26
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Online
8.00 Credits
Member Price: $329
New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2025 Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations Employment taxes and worker classification matters Accounting method developments Tax credits updates Federal and California The state of California and multistate significant developments, including nexus and sourcing Expired and expiring provisions Inflation-adjusted amounts for 2026
Fringe Benefits & Compensation Planning - Today and Beyond
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Online
8.00 Credits
Member Price: $275
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules