CPE Catalog & Events
Whistleblowers and the Law
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison. Influence of pressures and crime.C-Suite influences and leadership
Preparing to be a Forensic Accountant - Cloud Forensics
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TBD
1.5 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Audit 407: Auditing Contingencies and Going Concern
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of contingencies and related disclosuresIdentifying and determining proper accounting treatment for litigation, claims and assessmentsEvaluating the sufficiency of attorney's letter responses for audit evidenceEvaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of timeAuditing managements assumptions in making the going concern evaluationProper application of the liquidation basis of accounting
Secure Act 2.0 - Everything that you Need to Know
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TBD
2.2 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
What Every CPA Should Know About Fraud 2024
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TBD
4.0 Credits
Member Price: $159
• How is fraud detected? • The role of external auditors in finding fraud • Revenue recognition issues • Corrupt management • Data mining • Physical and biometric controls
CFO Solutions to IRS Problems
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
Comprehensive Partnership Taxation Form 1065 2024
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TBD
8.0 Credits
Member Price: $299
• Special and Targeted allocations • Proper calculation of outside and inside tax basis • Tax consequences of distributions including the impact of "hot assets" • Transfer of partnership interests • Issuance of partnership interests to service partners
Real Estate Taxation 2024
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TBD
8.0 Credits
Member Price: $299
• California property taxation-updated in light of Proposition 19 passage • Qualified business income deductions [IRC Sec. 199A] • Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2] • Passive activities loss rules [IRC Sec. 469] • Real estate professional rules [IRC Sec. 469(c)(7)] • Interest expense deduction rules [IRC Sec. 163] • Home sale exclusion [IRC Sec. 121] • 1031 exchanges • Estate planning and gifting with real estate
The Ethic of Recruitment and Selection
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
Aligning Analytics to COSO's Fraud Risk Management Principles
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TBD
1.0 Credits
Member Price: $39
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
A Better Way to Choose Your KPIs
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TBD
1.0 Credits
Member Price: $39
KPIs Performance measures Metrics
Giving Feedback that Delivers Results
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TBD
1.2 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
The Controller Function - Cash and Investments
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TBD
1.4 Credits
Member Price: $39
Accounting Finance
2024 Was It Fraud or Just Poor Audit Quality?
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TBD
1.6 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
2024 Common Deficiencies in Employee Benefit Plans
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TBD
2.0 Credits
Member Price: $79
Common Defiencies DOL EBPs
Introduction to Single Audit
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TBD
2.0 Credits
Member Price: $79
Compliance Federal Funds Single Audit
Excel - Create KPI Dashboards for Maximum Impact
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
The Controllership Series - The Controllers Role in Financial Forecasting
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TBD
1.5 Credits
Member Price: $59
Accounting Finance
Auditing Impairment of Long-Lived Assets
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Indicators of impairmentSteps to recoverability testing for long-lived assets held and usedGrouping assets held and usedAllocating impairment loss and disclosuresTesting indefinite-lived intangibles for impairment, including goodwillValuation techniques for determining a reporting unit's fair value
IRS Penalties and Abatements
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TBD
2.2 Credits
Member Price: $79
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