CPE Catalog & Events
Everything You Need to Know About the Pass-Through Entity Rules: IRC 199A The Code and Regulations
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TBD
4.0 Credits
Member Price: $129
Understanding the term “QBI” (qualified business income) Understanding the terms “SSTB” (specified service trade or business) Understanding the term “QTB” (qualified traded or business) Calculate the 199A deduction Understanding the phaseouts Understanding “aggregation” Rental property as a trade or business Identify how your clients can maximize the deduction Planning ideas Understand the Section 199A Regulations
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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TBD
8.0 Credits
Member Price: $225
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Tax Power Ethics for Tax Professionals
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TBD
2.0 Credits
Member Price: $79
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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TBD
1.0 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
The Controller Function - Strategic and Annual Planning
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TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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TBD
1.2 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
Accounting and Reporting Long-Term Debt
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TBD
2.0 Credits
Member Price: $79
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more! Proper treatment of short-term obligations that are expected to refinance within the next 12 months "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time Differentiating between debt modifications and troubled debt restructuring Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
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TBD
2.0 Credits
Member Price: $79
Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?
The Art of Accountability: Effective Strategies for Tough Conversations
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TBD
1.0 Credits
Member Price: $39
Leadership Conflict management Accountability Employee engagement
The Controllership Series - The Controllers Role in Financial Forecasting
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TBD
1.5 Credits
Member Price: $59
Accounting Finance
Revenue Recognition - Allocate the Transaction Price
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TBD
1.8 Credits
Member Price: $59
Revenue Recognition on Contracts with customers
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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TBD
2.0 Credits
Member Price: $79
Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
Liquidity & Uncertainty Disclosures for Nonprofits
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TBD
2.0 Credits
Member Price: $79
Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements Evaluating the need for going concern and other uncertainty disclosures in the current environment
Ethical Leadership: Guiding Principles When Others Falter
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TBD
2.0 Credits
Member Price: $79
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Global Internal Audit Standards (GIAS) Domain V - Part 1
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TBD
2.0 Credits
Member Price: $79
Internal Audit Internal Controls Standards Institute of Internal Auditors
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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TBD
1.0 Credits
Member Price: $39
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
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 - Topic 606 Disclosures
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
Defining Lines: Advanced Professional Boundaries
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TBD
2.0 Credits
Member Price: $79
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
Leases Accounting under Topic 842 - Answers to FAQ After Implementation
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TBD
2.0 Credits
Member Price: $79
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications