CPE Catalog & Events
Project Management: Planning Skills - Supervisors & Managers
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Methods to breakdown a project into milestones so specific due dates and areas of responsibility are identifiedCommunication strategies to stay abreast of status and avoid conflicts early on in the project
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
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TBD
1.0 Credits
Member Price: $39
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
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TBD
1.0 Credits
Member Price: $39
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
The Untold LinkedIn Hyper-Growth Story
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TBD
1.0 Credits
Member Price: $39
Talent Business Growth People Strategy Culture Communication Trust Strategy
The Future of Work - The Landscape of Work Today - Micro-Credential Series Part 1
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TBD
1.2 Credits
Member Price: $39
Employment Data Talent Strategy
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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TBD
2.0 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Tax Power Ethics for Tax Professionals
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TBD
2.0 Credits
Member Price: $79
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
ChatGPT and the ELI5 Approach for Accounting Professionals
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Understanding the ELI5 Approach60 Variations of the ELI5 MethodApplication of the ELI5 Approach in AccountingELI5 Case StudiesStrategies for Implementing the ELI5 ApproachUsing ChatGPT to Enhance ELI5 CommunicationRole of Accountants in Leveraging the ELI5 Approach
K2's 2024 Advanced Collaboration Solutions
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TBD
2.0 Credits
Member Price: $79
Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration Modern Payment Solutions: Understanding and integrating various payment options into your portal Effective Use of eSignatures: Streamlining processes and ensuring compliance Feature Checklist for Collaboration Tools: What to look for in the latest technology
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022
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TBD
2.0 Credits
Member Price: $99
The 15% corporate tax 1% tax on the repurchase of corporate stock Enhancement of IRS services Prescription drug pricing reform, including drug price negotiation Maximum out-of-pocket cap for Medicare beneficiaries Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line Clean energy and efficiency incentives for individuals Energy efficient home improvement credit Energy efficient commercial buildings deduction (Section 179D) Extensions, increases, and modifications of the new energy efficient home credit Clean vehicle credit and credit for previously owned clean vehicles Qualified commercial clean vehicles Transfers of certain credits to an unrelated transferee Increase in research credit against payroll tax for small businesses
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
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TBD
2.0 Credits
Member Price: $79
Ethics Leadership
The Controllership Series - Financial Statement Preparation
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TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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TBD
4.0 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Partnership & LLC (Form 1065) - Formation to Liquidation
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TBD
8.0 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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TBD
8.0 Credits
Member Price: $300
An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans Roth IRA contribution phase-out limits as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner’s death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
Qualified Business Income (QBI) Deduction (199A) - The Ins & Outs
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TBD
8.0 Credits
Member Price: $300
Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component) Determine what trade or businesses under §162 are eligible for the QBI deduction (i.e., rentals and specified service trades or businesses (SSTB)) Discuss how the 20% QBI deduction (i.e., QBI component) is subject to a wage/capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts Walk through the simplified QBI Form 8995 (i.e., taxpayers below the TI threshold amounts) and detailed Form 8995-A and related schedules Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations Look at what the definition of QBI is and what items are effectively connected with that trade or business (i.e., self-employment tax, health insurance, retirement plans) Review the aggregation rules for the QBI computation and both the entity and individual level Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s Explain how the modifications to the net operating losses (NOLs) and §461(l) excess business loss limitations affect the QBI computation
ACPEN Signature 2024: Small Business: Hot Tax Issues Today!
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TBD
8.0 Credits
Member Price: $250
Record retention, record production to the IRS and related matters Dealing with IRS correspondence and penalty notices The IRS attack on limited partners and LLC members for additional self- employment tax intensifies Subchapter S employment tax issues and reasonable compensation Choice of Entity and Using Hybrid Entities with differing federal and state classifications Subchapter S inadvertent termination traps and the cost of remedies Business Exit Strategies and using various types of entities in tandem Should your accounting firm assist in filing Beneficial Ownership Information Reports with FinCen?
World-Class Cost Accounting: A Practical Application - 8 Hour Version
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TBD
8.0 Credits
Member Price: $225
Beginning and intermediate cost principles automatically included Covers manufacturing materials, labor, period mfg inefficiencies How to efficiently trace the above costs to products Substantially reduce manufacturing overhead allocation by 60% or more ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project Covers fixed and variable MGH overhead of the production department Covers MFG overhead of the manufacturing support departments Identifying certain MFG overhead costs as variable that typically are classified as fixed
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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TBD
1.0 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
The Controllership Series - The Controllers Role in Procurement Function
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TBD
1.2 Credits
Member Price: $39
Accounting Finance Procurement