CPE Catalog & Events
Coaching & Counseling - Addressing Misconduct
-
Online
1.00 Credits
Member Price: $59
Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
-
Online
1.50 Credits
Member Price: $109
Communication Leadership Character Behavior
Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour
-
Online
8.00 Credits
Member Price: $225
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
2024 Internal Controls for Small and Medium-Sized Entities
-
Online
1.00 Credits
Member Price: $39
Overview of controls Preventative controls Detective controls Controls for SMEs
Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough
-
Online
1.50 Credits
Member Price: $69
Change management Leadership
2024 Inflation Reduction Act of 2022: Review and Update
-
Online
2.00 Credits
Member Price: $79
Key provisions for individual taxpayers – deductions and credits Key provisions for business taxpayers – new taxes, deductions, and credits CHIPS Act provisions; Impacts on flow-through entities New reporting requirements Depreciation update: impact on bonus depreciation
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
Everyday Ethics: Doing Well by Doing Good 2024
-
Online
4.00 Credits
Member Price: $159
AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230 Implications of the Sarbanes-Oxley Act of 2002 Recent, relevant cases on accounting profession ethics and professional responsibility Areas the partner should pay particular attention to What it means to be a profession and a professional Ethical frameworks
Health Insurance Planning 2024
-
Online
4.00 Credits
Member Price: $159
The interrelationship of health, happiness and financial well-being Tax planning for health care costs The failures and successes of the Affordable Care Act Medical insurance terminology, alternatives and strategies for selecting the best option The pros and cons of health savings accounts
Leadershift: Drive Results Through Ethical Performance Mgmnt
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.
Building Trust in Remote Teams: Catalyze Collaboration and Communication
-
Online
1.00 Credits
Member Price: $39
Communication Teamwork Collaboration
Prioritizing Mental Health in the Post-COVID Workplace
-
Online
1.00 Credits
Member Price: $59
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
Preparing for & Conducting Discharge Meetings
-
Online
1.00 Credits
Member Price: $59
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Maintaining a Harmonious Working Environment
-
Online
1.00 Credits
Member Price: $59
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
Balancing Employee and Employer Rights
-
Online
1.00 Credits
Member Price: $59
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Performance Management in Challenging Times
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Building trustProviding valuable feedbackTechniques for active listening
2024 Federal Tax Update for Individuals with Doug Van Der Aa
-
Online
4.00 Credits
Member Price: $129
Recent federal tax legislation, cases and rulings affecting income of individual taxpayers Review changes to Form 1040 and its related schedules Gross Income, wages, Schedule C and Schedule E Itemized deductions Self-employment health insurance deduction Capital gain and losses, royalties, alternative minimum tax revisions, rate changes, and other legislative provisions Tax planning
Reviewing Individual Tax Returns: What Are You Missing?
-
Online
4.00 Credits
Member Price: $213
Section 199A qualified business income deduction Home office Hobby losses Self-employment health insurance Business start-up costs Depreciation Unreported income Schedule C issues Like-kind exchanges Self-employment tax Sections 1202 and 1244 stock Charitable contributions of property
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
-
Online
1.00 Credits
Member Price: $59
Emotional Intelligence Communication Teamwork
2024 SAS 145: Modern Risk-Based Auditing
-
Online
2.00 Credits
Member Price: $79
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements