CPE Catalog & Events
IRS Audits of the Employee Retention Credit 2024
-
Online
1.00 Credits
Member Price: $49
Employee Retention Credit details Employee Retention Credit Audit process and preparation Update on the market
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
-
Online
1.00 Credits
Member Price: $59
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
2024 Moving Beyond the Basics of Excel
-
Online
2.00 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables
2024 Real Estate Professionals: Passive Activity Rules
-
Online
2.00 Credits
Member Price: $79
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction
Individual Tax Update: Recent Developments
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Accounting and Auditing for the Construction Industry 2024
-
Online
4.00 Credits
Member Price: $159
Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches
Power BI - Analyze Your Data With Excel Pivot Tables
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence
Audit 503: Management - Being a Balanced Leader-Manager
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Differentiating between managing and leading, while highlighting the importance of eachAssessing your own natural management and leadership styleAdapting management and leadership styles to the specific circumstancesBecoming a catalyst for positive changeOvercoming barriers to successfully managing and leadingSuccessfully engaging in difficult conversations to minimize performance issues and conflict
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
Defining Where and Why Internal Controls are Needed
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
2024 Let's Meet at the Intersection of Fraud and Ethics
-
Online
4.00 Credits
Member Price: $129
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
Online
4.00 Credits
Member Price: $159
Business Management Organization
2024 Tax Season Update for Business with Steve Dilley
-
Online
4.00 Credits
Member Price: $129
Update on significant 2023-24 business tax developments related to cases and rulings Review of recent business tax provisions and legislation Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting “gig” workers, including Form 1099-K The Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions
Exploring Internal Controls That Could Have Prevented Frauds
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
2024 Data Analytics: Practical Insights for Today's Accountant
-
Online
2.00 Credits
Member Price: $79
Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools Examine the AICPA’s Five-Step Approach to data analytics in an audit engagement
2024 Nonprofit Taxation Rules and Form 990
-
Online
2.00 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
ChatGPT and Complex Financial and HR Conversations
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Fraud Stories Series March 2025
-
Online
2.00 Credits
Member Price: $89
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Navigating Tax Court for Non-Lawyers 2024
-
Online
2.00 Credits
Member Price: $89
Determining when filing a Tax Court case can be a strategic benefit Learn how to file the case Understand the steps and deadlines in the Tax Court process Review the settlement process Know when the case gets to the point where you need help