CPE Catalog & Events
Global Internal Audit Standards (GIAS) Domain III - Part 2
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TBD
2.0 Credits
Member Price: $79
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Corporate Transparency Act Developments
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Fiduciary Accounting for Estates and Trusts
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TBD
4.0 Credits
Member Price: $129
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Guide to Deducting Travel, Meals and Entertainment Expenses
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76
Using e-Signature Software to Process Agreements-Updated
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.
K2's OneDrive's Best Practices
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TBD
1.0 Credits
Member Price: $39
Synchronizing your files to your desktop pc Working with shared files Managing different versions of files Understanding how OneDrive works with OneNote, Teams, and SharePoint
Internal Control Frameworks for Single Audit
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TBD
1.0 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting
Preparing for & Conducting Discharge Meetings
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TBD
1.0 Credits
Member Price: $39
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
New PCAOB Quality Control Standard Overview
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TBD
2.0 Credits
Member Price: $79
Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard
Mastering Partnership Basis: Inside and Outside Basis
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
Auditing For Fraud
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TBD
2.0 Credits
Member Price: $79
Auditing Fraud
Achieving Balance in Work and Life - Part 1
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TBD
4.0 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Retirement Planning Issues: Where We Stand Now
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TBD
4.0 Credits
Member Price: $129
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
How to Double Your Firm's Revenue Through CFO and Advisory
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.
Ethical Practices and Responsibilities Under Circular 230
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TBD
2.0 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230
Global Internal Audit Standards (GIAS) Domain IV - Part 1
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TBD
2.4 Credits
Member Price: $79
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
Inventory Observation - Cretaceous Conservatory Simulation
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TBD
3.0 Credits
Member Price: $99
Obsservation Auditing
Accommodation Requests - Substance Abuse - Contagious Infections
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TBD
1.0 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
Internal Controls Over Compliance vs Compliance
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TBD
1.0 Credits
Member Price: $39
Compliance Supplements Yellowbook Accounting
IFRS vs. US GAAP - Major Accounting Differences
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TBD
2.0 Credits
Member Price: $79
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments