CPE Catalog & Events
Federal Tax Update - Business & Individual - VIRTUAL
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Online
8.00 Credits
Member Price: $330
Taxation of Partnership Distributions and Sales of Partnership Interests - VIRTUAL
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Online
4.00 Credits
Member Price: $145
Types of partnership distributions Liquidating partnership distributions Basis of property distributed by a partnership Special basis adjustments under Section 732(d) Abandoned and worthless partnership interests Section 751(a) exchange Transactions between partners and their partnerships Disguised sales Section 736(a) and (b) payments
K2's Small Business Accounting Shootout
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Online
4.00 Credits
Member Price: $155
Understanding the small business accounting landscape Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues Create investment estimates for acquiring and implementing a new small business accounting solution
Surgent's Individual Income Tax Update
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Online
4.00 Credits
Member Price: $145
Timely coverage of breaking tax legislation Form 1099-K reporting requirements FinCEN reporting requirements under the Corporate Transparency Act in 2024 Employee Retention Tax Credit updates Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
K2's Technology Update
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Online
4.00 Credits
Member Price: $155
Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues
Top Ten Questions from Partnership Clients Regarding the Section 754 Election - VIRTUAL
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Online
4.00 Credits
Member Price: $145
How does a partner compute his or her basis in a partnership? What is the difference between a partner's inside and outside basis? What is the difference between a partner's capital account and partner's outside basis? How does Section 732(d) impact the buyer of a partnership interest? How does a partnership report a Section 754 election on the partnership's tax return? How does a partnership make a Section 754 election? How does a partnership make a Section 743(b) adjustment? How does a partnership make a Section 734(b) adjustment? How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership? How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property?
Federal Tax Update - Individual - VIRTUAL
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Online
8.00 Credits
Member Price: $330
K2's Testing And Auditing Excel Workbooks
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Online
4.00 Credits
Member Price: $155
Examples of common errors found in Excel workbooks How to reduce Excel errors Add-in solutions that can minimize spreadsheet error risk
K2's Top PDF Features You Should Know
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Online
4.00 Credits
Member Price: $155
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
Applying the Uniform Guidance in Your Single Audits
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Online
8.00 Credits
Member Price: $275
Introduction to single audits • Preparation of the schedule of expenditures of federal awards and determining major programs • Understanding, assessing, and testing internal control • Testing compliance with federal statutes and regulations and applicable compliance requirements • Auditor reporting in a Uniform Guidance compliance audit • Program-specific audits • Administrative requirements and cost principles in a single audit
Federal Tax Update - Business - VIRTUAL
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Online
8.00 Credits
Member Price: $330
Social Security and Medicare: Planning for You and Your Clients - VIRTUAL
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Online
8.00 Credits
Member Price: $275
Legislative developments A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare Part D prescription drugs: what retirees need to know
Evaluating Fraud Risk in a Financial Statement Audit - VIRTUAL
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Online
4.00 Credits
Member Price: $145
The fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to mid-sized entities Internal controls to prevent and detect fraud What to do when fraud is identified or suspected Case studies based on recent frauds
Guide to the AICPA Quality Management Standards - VIRTUAL
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Online
2.00 Credits
Member Price: $89
Quality management standards SSARS No. 26 SAS 146 Risk assessment and risk-based approaches to quality management Audit engagement leadership Managing technology and the use of external service providers
Business Valuation Conference - VIRTUAL
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Online
8.00 Credits
Member Price: $475
Select Estate and Life Planning Issues for the Middle-Income Client - VIRTUAL
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Online
4.00 Credits
Member Price: $145
Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning
Succession Planning for the Small Business Owner: Finding the Exit Ramp - VIRTUAL
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Online
4.00 Credits
Member Price: $145
How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business
OSCPA's 2024 Federal Tax Update - VIRTUAL
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Online
8.00 Credits
Member Price: $330
Morning Session - Federal Tax Update (Business)Afternoon Session - Federal Tax Update (Individual)
Level II: Semi-Senior Staff Training
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Online
16.00 Credits
Member Price: $540
Satisfy Client and CPA Firm Needs Apply Analytical Procedures Conduct Small Audits Perform Review Service Engagements Draft Financial Statement and Footnotes Improve Corporate Tax Knowledge