CPE Catalog & Events
Retirement Planning; IRA's
Available Until
TBD
1.00 Credits
Member Price: $39
IRA Types & Basic Requirements MAGI Thresholds for Traditional & Roth IRA'sIRA DistributionsHandling Coronavirus DistributionsHandling Roth IRA DistributionsRequired Minimum DistributionsQualified Charitable Distributions (QCD's)
Risk Management in a Post-Covid World
Available Until
TBD
1.50 Credits
Member Price: $59
Black Swan Risks Role of Finance, Internal and External Auditors COSO's Risk Management Standards The COSO Cube The COSO Double Helix Risk Management Definitions Event Identification Expected Value Analysis The Heat Map The World Economic Forum Global Risk Reports Alternative Risk Responses Avoidance Reduce/Increase Share Accept Lessons from the Great by Choice Research Personal Risk Management
Roadmap to Ethical Decision Making
Available Until
TBD
2.00 Credits
Member Price: $79
Review the AICPA's Code of Professional Conduct. Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters. Discuss the principles of professional conduct. Address compliance with professional standards. Use case studies to address circumstances that may create threats to independence.
Schedule C of Form 1040
Available Until
TBD
2.00 Credits
Member Price: $79
Schedule C Business Deductions Self-employment taxes Business use of a vehicleSection 179 and Bonus Depreciation
Section 174: New Rules for Research & Experimentation
Available Until
TBD
1.00 Credits
Member Price: $39
Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs. Comparison of the Section 41 R&E credit to the Section 174 R&E deduction. Financial accounting for R&E costs. Required change of accounting method and Form 3115. Revised treatment of software development costs. Comprehensive case problems explaining implementation of the law changes.
Secure Act 2.0: What you need to know
Available Until
TBD
1.50 Credits
Member Price: $59
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals "Starter" 401(k)s for Certain Employers Part-time Worker Improved Coverage Excise Tax Reduction for Certain Retirement Plan Accumulations Employee Plan Conflict Resolution Expansion Retroactive First Year Elective Deferrals For Sole Proprietors Change in Plan Requirements for Unrollees Surviving Spouse Election Reduced Tax on Excess Contributions Timely Plan Amendment Changes Elective Deferral Changes Employer Match as Roth Contribution
Shortcuts that Excel Users Love
Available Until
TBD
2.00 Credits
Member Price: $79
The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful features
Shorten Month-End Closing Best Practices
Available Until
TBD
4.00 Credits
Member Price: $159
Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close Review and discuss information systems' headaches that slow you down Work through examples of close cycle "time killers" and how to resolve them Get inventory and cost of sales under control Identify the improvement projects that will yield the biggest benefit Review what leading edge finance managers are doing to close more quickly
Steps to Stop External Fraud
Available Until
TBD
2.00 Credits
Member Price: $79
Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Talk This Way - Communication Skills for the CPA
Available Until
TBD
2.00 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentationsThe importance of recursive revision Tips for success Pitfalls to avoid
Taxation of Business Entities
Available Until
TBD
2.00 Credits
Member Price: $79
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
Taxation of Judgement and Settlements
Available Until
TBD
2.00 Credits
Member Price: $79
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Taxation of Non-fungible Tokens (NFTs)
Available Until
TBD
2.00 Credits
Member Price: $79
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs.
The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Manag
Available Until
TBD
2.00 Credits
Member Price: $79
Creating a culture of discipline Project and time management best practices Avoiding common time wasters Tips for both getting, and staying, organized Managing stress for yourself and others Managing productive meetings
The Choice of Entity Decision: What is best for your client?
Available Until
TBD
2.00 Credits
Member Price: $79
Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations. Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election Corporate tax rate to individual tax rate comparison examples Other related topics
Treasury Circular 230 for EAs and Other Tax Preparers
Available Until
TBD
2.00 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP
Understanding Internal Control Constructs
Available Until
TBD
4.00 Credits
Member Price: $159
Underlying concepts of internal controlThe importance of control measure interdependency
Understanding/Creating Internal Control Systems (Part 1)
Available Until
TBD
4.00 Credits
Member Price: $159
Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
Understanding/Creating Internal Control Systems (Part 2)
Available Until
TBD
4.00 Credits
Member Price: $159
Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
What You Can Learn From the Statement of Cash Flows
Available Until
TBD
2.00 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures