CPE Catalog & Events
Implementation of AICPA Quality Management Standards 2024
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Webinar
4.00 Credits
Member Price: $159
Overview of the new standards, including discussion of relevant changes to existing quality control requirements Implementation guidance for a risk-based approach to quality management that is customized to small and medium firms, including sole proprietors Analysis and determination of root causes for quality risk determination Examples of responses to identified quality risks Guidance on approaches to monitoring and remediation
Tax Planning-Buying and Selling S Corporations 2024
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Webinar
4.00 Credits
Member Price: $159
Built-in gain tax, including planning ideas Net excess passive income tax and planning Liquidation of S corps, including special rules related to installment obligations Suspended loss rules, including tax planning opportunities Sect. 338(h)(10) and Sect. 336(e) elections Qualified subchapter S subsidiary election (QSUB) ESOPs Redemption of S corporation stock, including planning opportunities Basics of acquisitive reorganizations as applied to S corporations
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 2024
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Webinar
4.00 Credits
Member Price: $159
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
Enterprise-Wide Risk Management in Accounting and Finance
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
Comprehensive Pass-Through Owners' Basis and Distribution Rules 2024
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Webinar
8.00 Credits
Member Price: $299
Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Determine how to calculate an owners' initial tax basis of his pass-through entity Learn how to correctly make annual adjustments to a pass-through owners' tax basis Identify what constitutes a debt basis for an S corporation shareholder Learn the tax ramifications of repaying loans to S corporation shareholders
Audit 405: Designing Internal Controls for Smaller Entities
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include: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 the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
Consulting Services Secrets
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Webinar
1.00 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Webinar
1.00 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Leadershift Ethics: Things Must Change!
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
2024 Federal Tax Update for Business with Doug Van Der Aa
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Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rulings and developments impacting business taxpayers Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation S corporation and partnership developments Travel, meals and entertainment expense reporting update
ChatGPT Vision for Financial Analysis
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.
Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2024
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Webinar
1.00 Credits
Member Price: $49
Alteryx terminology The complimentary relationship between Alteryx and Excel Importing data into Alteryx: an introduction to the Input Data Tool The Select Records Tool The Dynamic Rename Tool The Output Data Tool
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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Webinar
1.20 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
5 Steps to Cultivate a Values-Based Approach to Governance
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Webinar
1.20 Credits
Member Price: $39
Employee engagement Values-based governance Organizational culture Employee relations
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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Webinar
2.00 Credits
Member Price: $79
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
2024 Business Tax Update with Steve Dilley
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Webinar
2.00 Credits
Member Price: $79
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
2024 Topic 842: Understanding the New Lease Accounting Standard
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Webinar
2.00 Credits
Member Price: $79
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
Ethics and Professional Conduct
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Webinar
2.00 Credits
Member Price: $125
Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns
Microsoft Outlook "Must Know" Email Tips
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
What's Changing in A&A for Governmental Entities (2024)
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:A look at the GASB standards that are effective this yearGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences The impact of the 2024 Compliance Supplement on Single AuditsChanges to the Uniform Guidance.Common deficiencies found in Single Audits.