CPE Catalog & Events
Fundamentals of Income Taxation
Available Until
TBD
2.00 Credits
Member Price: $79
Standard Deductions v. Itemized Deductions Defining ordinary income, capital gains and qualified dividends. Cash v. Accrual methods Above- and Below- the Line deductions Extensions for filing a return Calculating the federal tax liability
GAAP Alternatives: Perfect Storm
Available Until
TBD
1.00 Credits
Member Price: $39
Review of special purpose frameworks Discussion of non-GAAP options for financial reporting U.S GAAP alternatives for certain entities
GASB 87: Are you ready?
Available Until
TBD
1.50 Credits
Member Price: $59
LeasesGASB 87Financial reporting
Grading Your Auditors - Are You Getting the Most Value?
Available Until
TBD
2.00 Credits
Member Price: $79
Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
History of Investing
Available Until
TBD
1.50 Credits
Member Price: $59
Early concepts of investment managementGordon Growth Model Harry Markowitz: Risk Return Trade-OffFama & French: Factor ModelingWhich factors are better?Smart BetaIncorporating Client Behavioral BiasesWhat's Ahead?
How Fraud Can Affect Smaller Organizations
Available Until
TBD
4.00 Credits
Member Price: $159
The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
How SASs No. 134-145 Improve Risk-Based Audits (Governmental)
Available Until
TBD
4.00 Credits
Member Price: $159
Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates New definitions and requirements related to identifying and evaluating risks of material misstatement Other important matters contained in SAS Nos. 134-145
IRS Penalties and Abatements
Available Until
TBD
2.00 Credits
Member Price: $79
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
If You Only Knew What Microsoft Word Could Do
Available Until
TBD
2.00 Credits
Member Price: $79
Best practices for those creating Word documents of all typesUsing Word Styles to enhance and organize documentsWord features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value
Implementing and Maintaining an Internal Controls (Part 1)
Available Until
TBD
4.00 Credits
Member Price: $159
Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Implementing and Maintaining an Internal Controls (Part 2)
Available Until
TBD
4.00 Credits
Member Price: $159
Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Independence and Conflicts of Interest
Available Until
TBD
1.00 Credits
Member Price: $39
AICPA Code of Conduct: Independence, Conflicts of Interest, Case Study: Olympus Case Study: Buca di Beppo
Integrity, Objectivity and Judgment; Values in Action
Available Until
TBD
1.00 Credits
Member Price: $39
AICPA Code of Conduct: Integrity and Objectivity Case Study: Mortgage crisis of 2007-2010 Case Study: World Com
Internal Control - Testing for Operating Effectiveness
Available Until
TBD
2.00 Credits
Member Price: $79
Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
Internal Control Changes for Remote Workers
Available Until
TBD
2.00 Credits
Member Price: $79
The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Internal Controls to Mitigate Financial Reporting Risk
Available Until
TBD
2.00 Credits
Member Price: $79
Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements
International Cross Border Transactions
Available Until
TBD
2.00 Credits
Member Price: $79
Branch Profits Tax Controlled Foreign Corporations Transfer of Intangibles Effective Tax Rates World-wide Taxation Territorial Taxation
Intro to Governmental Accounting
Available Until
TBD
2.00 Credits
Member Price: $79
Financial reportingFund accountingMD&AAnnual Comprehensive Financial Report
Intro to NFP Accounting
Available Until
TBD
2.00 Credits
Member Price: $79
Accounting for nonprofit organizations Net assets Agency transactions Contributions Endowments Programmatic investments
Like-kind Exchanges in Real Estate Transactions
Available Until
TBD
2.00 Credits
Member Price: $79
Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy. These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability. These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.