CPE Catalog & Events
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
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TBD
4.0 Credits
Member Price: $129
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Partnership/LLC Taxation: Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
What Is Your Brand Reputation?
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TBD
1.0 Credits
Member Price: $39
Presence
Enact Retaliation Abatement and Monitoring Measures
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TBD
1.0 Credits
Member Price: $39
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
Performance Management - Hiring to Retiring
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TBD
1.2 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence
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TBD
2.0 Credits
Member Price: $79
How well-designed analytic procedures enhance audit quality Elements of strong analytic procedures Selecting the proper analytic, and altering the strength for the intended purpose Evaluating the data used in generating expectations Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained
Mastering Communication Skills for the CPA
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TBD
2.0 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
Ethics, Tax Practice & The Cannabis Industry
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TBD
2.0 Credits
Member Price: $79
Ethical challenges in the cannabis industry Circular 230 and its application Federal case law and cannabis-related tax disputes Preparer due diligence in cannabis tax scenarios State vs. federal legal conflicts in tax reporting IRS Office of Professional Responsibility guidance Board of Accountancy standards and enforcement Risk management for cannabis-related tax clients
Form 1120S - Preparation and Analysis
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TBD
2.0 Credits
Member Price: $79
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
Critical "Soft" Skills for CFOs and Controllers
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TBD
4.0 Credits
Member Price: $129
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
Ethics - A Line in the Sand; Implications for Daily Business
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TBD
4.2 Credits
Member Price: $129
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads
More Money: Strategic Ways to Improve Cash Flow
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
2025 Annual Update for Governmental Accountants & Auditors
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TBD
6.0 Credits
Member Price: $189
Single Audit Updates Auditing & Accounting Yellowbook
Beyond the Numbers: Success Strategies for Female CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:How to increase your visibility instead of flying under the radar.Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.How your inner critic operates and how to silence it.How to build a network of community support and mentoring.What impostor syndrome is and how it may be holding you back.
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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TBD
1.0 Credits
Member Price: $39
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
Working Through Grief and Loss - How to Build a Supportive Workplace
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TBD
1.0 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
Creating A Culture of Trust
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TBD
1.0 Credits
Member Price: $39
Culture Trust
Ethics in Communicating & Reporting
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TBD
1.0 Credits
Member Price: $79
Fundamentals of ethical communication 4 must-have communication skills How to improve your ethical communication skills Problems related to unethical behavior in reporting & communication
Revenue Recognition - Allocate the Transaction Price
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TBD
1.8 Credits
Member Price: $59
Revenue Recognition on Contracts with customers