CPE Catalog & Events

Everything There Is To Know About Summonsing

The major topics that will be covered in this course include: The ingredients that make up an IRS summons. The IRS' legal authority to summons. How to comply with a summons. Whether to appear in response with your client or not. Common errors the IRS can make that will invalidate a summons. Following DOJ summons referral process; all based on an actual case.

Finding Errors in Excel Spreadsheets

The major topics that will be covered in this class include: Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors. Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis. Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies. Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.

Guide Strategy, Attract Investments with Financial Forecasts

The major topics that will be covered in this course include: Introduction to Financial Statement Forecasting Overview of the importance and benefits of forecasting for strategic planning and investment attraction. The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends. Analyzing Historical Data: Methods for leveraging past financial data to inform future projections. Incorporating Market Trends: How to integrate market insights into financial forecasts. Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning. Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure

Hold Your Horses! How Landmark Fraud May Have Been Avoided

The major topics covered in this course include: Key aspects of Rita Crundwell's theft Internal controls that could have prevented the theft Internal controls that could have detected the theft in a timely manner Independence in both fact and appearance Lessons for CPA firms Lessons for government agencies

How AI Is Automating Internal Control

The major topics covered in this class include: An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.

How Changes in Business Methods Affects Internal Control (Part 1)

After attending this presentation, you will be able to... Recognize changes that are occurring because of AI. Recall specific control types that have changed. Identify ways AI will strengthen controls.

How Changes in Business Methods Affects Internal Control (Part 2)

The major topics covered in this class include: How is business changing. What is driving the change and how long will it last. How specifically is an organizations control system important. What steps are needed to "keep up" with the upheaval.

Income Tax Analysis: Exploring In-Depth Concepts

The major topics that will be covered in this course include: Introduction to GAAP and IRC Frameworks Key Differences Between Financial Reporting and Tax Reporting Understanding Timing Differences Recognition of Revenue and Expenses Under GAAP vs. IRC Discussion of Deferred Tax Assets Impact of Deferred Tax Liabilities Permanent vs. Temporary Differences Reconciliation of Book Income to Taxable Income

Learning to Teach "Tax" as a Second Language

The major topics that will be covered in this course include: Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities

Professional Skepticism - Finding Fraud and Error

The major topics covered in this course include: The importance of professional skepticism, especially when performing audit or other attest services Specific fraud responsibilities in a financial statement audit The varying levels of persuasiveness of evidence to support assurance conclusions or opinions

Unlocking Deep Secrets: Case Studies in Financial Analysis

The major topics that will be covered in this course include: Overview of financial statement analysis The impact of GAAP on financial analysis Overview of the Balance Sheet Overview of the Income Statement The importance of the Statement of Cash Flows Common Size Analysis Trend Analysis Profitability Ratio Analysis Liquidity Ratio Analysis Solvency Ratio Analysis

Ethics Exam Digital - Professional Ethics: The AICPA's Comprehensive Course for Licensure