CPE Catalog & Events
The Updated Nuts and Bolts of IRC Section 1031 Exchanges
-
Webinar
2.00 Credits
Member Price: $79
Complete explanation of IRC §1031 Understand when to use a tax-deferred exchange Changes made to the technique in the Tax Cuts and Jobs Act Advantages and disadvantages of paying the tax versus using an exchange Understand the definition of like-kind property Understand what a qualified intermediary is Understand the need for an exchange accommodation title holder Understand a reverse exchange Understand a build-to-suit exchange Understand the forty-five-day rule and how to calculate it Precautions for property identification Investment property versus property held for sale
Excel for Accounting Professionals Session 6: List Comparisons and Indenting
-
Webinar
2.00 Credits
Member Price: $118
2024 Creative Strategies for Buying, Selling, or Gifting a Business
-
Webinar
8.00 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
-
Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
-
Webinar
2.00 Credits
Member Price: $79
Accounting Finance Cash Investments
Inventory Accounting GAAP, Software and Recognizing Variances
-
Webinar
2.00 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Secure Act 2.0 - Everything that you Need to Know
-
Webinar
2.20 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
Cutting-Edge Estate and Financial Planning Trends of 2025
-
Webinar
8.00 Credits
Member Price: $280
Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.
2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans
-
Webinar
8.00 Credits
Member Price: $225
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
-
Webinar
4.00 Credits
Member Price: $129
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
-
Webinar
1.50 Credits
Member Price: $49
Accounting Finance Cashflow
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
-
Webinar
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Avoiding Budget People Issues: Managing Budgeting's Soft Side
-
Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
401(k) Audit Basics, Part 3 - Distribution Testing, Investments and Audit Wrap-up
-
Webinar
2.00 Credits
Member Price: $125
Plan distributions and benefit payments Investments and related disclosures ERISA Section 103(a)(3)(C) audits Audit wrap-up
Profitability Pricing: Boost your Bottom Line
-
Webinar
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
2024 Rewards & Recognition Strategies for Leaders
-
Webinar
1.00 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
-
Webinar
1.00 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
Key Financial and Economic Issues Facing the Financial Executive
-
Webinar
1.00 Credits
Member Price: $75
Understanding the current economic issues for the CFO/Controller to include: Strategic, operational planning and risk management Regulatory, Fiscal and Monetary policies impact on the organization Managing the finances of the organization during periods of rapid changes Managing risk in an uncertain economic climate
The Controllership Series - Addressing Budgeting Uncertainty
-
Webinar
1.00 Credits
Member Price: $39
Accounting Finance
Coaching Leaders to Handle Sensitive Employee Relations Situations
-
Webinar
1.20 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions