CPE Catalog & Events
2024 Fiduciary & Tax Accounting Guide for Estates and Trusts
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TBD
4.0 Credits
Member Price: $129
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Estates & Trusts tax bracket Form 1041 - Schedule I Filing requirements Section 645 Election Estimated taxes
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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TBD
8.0 Credits
Member Price: $300
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 – S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder’s stock and debt basis and a partner/member’s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner’s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership What constitutes debt basis for a S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt effect a partner or member’s basis calculations and amount at-risk
S Corporation Preparation, Basis Calculations & Distributions - Form 1120S Schedule K & K-1 Analysis
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TBD
8.0 Credits
Member Price: $300
Extensive review of the S corporation tax laws with an emphasis on any new legislation Review the Form 1120S and discuss how items get reported on the S corporation tax return (i.e. page 1 versus Schedule K) and flow-thru to the shareholders on their schedule K-1 Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the shareholder’s stock and debt basis Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations S corporation formation issues under IRC §351 Tax ramifications and reporting of distributions at the S corporation level including when the S corporation has prior C corporation earnings and profits (E&P) Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts
Business Intelligence (BI) and Business Analytics (BA)
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TBD
2.0 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
2024 Listening to the Statement of Cash Flows
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TBD
2.0 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
Advanced ChatGPT for Accountants
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
Becoming a Powerful and Effective Delegator
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Six elements of effective delegationCommon sins of delegationEffectively documenting and communicating delegation conversationsMethods to ensure accountability for the things that are delegated occur
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 2024
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TBD
2.0 Credits
Member Price: $89
• Review of New Rules under IRC Sec. 67(g) • Review Surprises to Simple Trusts under IRC Sec. 67(g) • Presentation Issues with IRC Sec. 199A Deduction and the Tier System • Special Rules Relating to the Charitable Contribution Deduction • Problem Examples
The Power of "Why" 2024
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TBD
3.0 Credits
Member Price: $129
• The importance of "Why" • Linking cause and effect • Keeping Freddy P. Softy away from your door • The 5-15 Report • The Doorway to Creativity • Why Leadership and Personal Growth • Three cases
Start a Forensic Accounting Practice with Confidence
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice
Annual Accounting & Auditing Update 2024
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TBD
8.0 Credits
Member Price: $299
• Highlights of recently issued mainstream FASB updates (ASUs) • Analysis of PCC accounting standards for private companies • Discussion and analysis of recently issued auditing standards (GAAS) and Attestation Standards (SSAE) • Discussion and analysis of recently issued SSARS standards
Leadershift: How to Embrace Disruption and Lead Change
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Why it is critical to lead change in your company nowThe seven steps of leading changeHow to set expectationsHow to create a vision that achieves buy-inHow to form a coalition, an essential component of any change effortHow to create and mobilize change networks to accelerate change The best of the best communication strategiesHow to establish simple 360 feedback Managing yourself
Audit 105: The Audit Risk Model - Foundational Principles
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The reason that entities engage a financial statement auditThe applicable financial reporting frameworks available The various phases of a financial statement auditEvaluating and documenting audit risk, both at the overall and relevant assertion levelCase study differentiating high-risk audit engagements and higher-risk audit areas
Contract and Procurement Fraud
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TBD
2.0 Credits
Member Price: $79
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
2024 Electronic Audit Evidence in Employee Benefit Plans
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TBD
2.0 Credits
Member Price: $79
Audit Evidence Digital
2024 Public Procurement Basics: Protecting the People's Money
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TBD
2.0 Credits
Member Price: $79
Code of Federal Regulation Procurement Federal Funds
Understanding and Preventing Budget Calamities
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TBD
2.0 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
Improve Design and Productivity with Excel Tables
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:What Excel Tables are and why they are importantLearn how to create Excel Tables from scratchMaster the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliersLearn how Excel Tables uses structured reference formulas to create accurate calculationsHow Excel Tables increase spreadsheet creation productivity
Top 10 Business Myths and How to Avoid Them
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TBD
2.0 Credits
Member Price: $79
What are the ten most common business myths? Why do so many leaders ignore the risks? Steps you can take to prevent these myths from damaging your organization Recommendations from successful businesses
2024 Financial & Tax Accounting for S Corporations
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TBD
4.0 Credits
Member Price: $129
Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations Review of the AICPA "small" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for S corporation shareholder equity account