CPE Catalog & Events
360 Budgeting: A Holistic Approach to Process and Solutions
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TBD
8.0 Credits
Member Price: $225
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
Professional Skepticism
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TBD
2.0 Credits
Member Price: $89
The Professional Skepticism "Mind Set"Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusion
2024 Excel Tips & Tricks for the Non-Accountant
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TBD
2.0 Credits
Member Price: $79
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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TBD
2.0 Credits
Member Price: $79
Accounting Finance Cash Investments
Designing a Work Program for Your Financial Planning Practice 2024
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TBD
2.0 Credits
Member Price: $89
• Cash flow management and budgeting • Planning for insurance • Investing • Income tax • Education • Retirement and estate planning • Employee benefits
Monthly Federal Tax Updates - July 2024
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Internal Control: Understanding and Testing 2024
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TBD
4.0 Credits
Member Price: $159
• Review of the audit requirements stated in the auditing standards regarding internal control activities • Analysis of the control environment, concentrating on privately-owned businesses • A detailed discussion of an effective system of internal control and related control activities as detailed in the updated COSO report • Sample risk assessment procedures to determine control risk for all major assertions • Discussion of how to reduce control risk to below maximum • Specific tests of controls that can be beneficial to a financial audit • Discussion of the requirements to test controls for Governmental audits
S Corporations: Tax Planning 2024
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TBD
4.0 Credits
Member Price: $159
• Overview of the taxation of corporations and shareholders, including making the S corporation election • Built-in Gain Tax Planning • Self-employment tax and S corporations • Distribution tax planning • Planning to minimize the impact of loss limitations • Tax planning for years with both distributions and losses • Termination Planning • Tax planning regarding the transfer of appreciated assets to an S corporation • Buying and selling S corporations-tax planning ideas • Tax considerations of using the QSUB, Section 338(h)(10), or 336(e) elections • Tax Issues to consider at the death of S corporation shareholder • Stock redemptions as a tax planning tool • Accommodating a "non-qualified" investor • Trusts and tax-exempt shareholders • The second class of stock risks
Tax-Exempt Organization and Form 990 Basics 2024
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TBD
4.0 Credits
Member Price: $159
• Tax exemption and the many types of tax-exempt organizations • Private foundation versus public charity • Form 990, Form 990-EZ, Form 990-N, Form 1023 and Form 1024 • Intermediate sanctions, private inurement and private benefit • Public support • Unrelated business income tax, including Final Treasury Regulations • Special rules, for advertising, bingo and trade shows • Update on recent developments
How Fraud Can Affect Smaller Organizations
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TBD
4.0 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
Audit 403: Fraud Trends - Applying Real-Life Lessons
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud
Imagining a World Without Non-Competes
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TBD
1.0 Credits
Member Price: $39
Federal non-compete law State non-compete law
Governmental Accounting 101
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TBD
2.0 Credits
Member Price: $79
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
Blockchain Technology: What Every CPA Should Know
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TBD
2.0 Credits
Member Price: $89
The specific topics that will be presented include:An explanation of what blockchain isReview of the nomenclature associated with blockchain technologyThorough review of the components of a blockchain applicationReview of current and potential applications for blockchain and its impact on commercePotential impact on the CPA profession in accounting and auditing
The Competent Accountant - Mastering the Role of the Controller/ CFO
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TBD
4.0 Credits
Member Price: $129
Business Management Organization
Business Ethics: Cases from the Real World
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TBD
4.0 Credits
Member Price: $129
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues?
Individual Federal Tax Update - Navigating the Current Tax Landscape
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TBD
8.0 Credits
Member Price: $225
In-depth exploration of crucial IRC Sections. Thorough assessment of recent changes and updates in individual income taxation. Unveiling new credits, deductions, and tax relief opportunities. Addressing complex income issues. Analyzing income and exclusions related to specific tax scenarios. Comprehensive examination of itemized deduction intricacies. Navigating health-related considerations. Maximizing benefits from tax incentives and deductions. Grasping the implications of recent regulatory shifts. Delving into specific tax planning strategies.
Introduction to the Property & Casualty Insurance Industry
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:The unique regulatory world of insuranceDifferences from other industriesDifferences within the industryTypes of accountingInvolvement of specialistsTax considerations
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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TBD
1.5 Credits
Member Price: $49
Accounting Finance Cashflow
2024 PowerPoint: Tips & Tricks for Today's Accountant
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TBD
2.0 Credits
Member Price: $79
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint