CPE Catalog & Events
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
-
TBD
2.0 Credits
Member Price: $89
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
The AB5s of Employees and Independent Contractors
-
TBD
2.0 Credits
Member Price: $79
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
Entertainment, Meals & Travel Expenses: Review and Update
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
-
TBD
1.0 Credits
Member Price: $39
Mindfulness Creative Thinking Productivity Performance Neuroscience Leadership
Performance Management
-
TBD
1.0 Credits
Member Price: $39
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals
Behind the Curtain: Exploring IRS Audit Technique Guides
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries
Side-Hustle CFO
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
-
TBD
1.0 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
Introduction to Ethics & Professional Skepticism
-
TBD
2.0 Credits
Member Price: $79
Code of Ethics for Professional Accountants Yellowbook Auditing
Business Tax Update for Industry
-
TBD
2.0 Credits
Member Price: $79
“Tax-mageddon” – the all-important impending expiration/extension/renewal of the TCJA Other recent Federal legislative, rules and tax developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Latest legislative, judicial, and IRS developments
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
-
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?
Topic 842 - Implementing Leases Workshop
-
TBD
4.0 Credits
Member Price: $129
Accounting Yellowbook Leases Standards ASC 842
Understanding the Tax Implications of Retirement Plan Distributions
-
TBD
1.0 Credits
Member Price: $29
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
SAS 145 - Risk Assessment
-
TBD
1.0 Credits
Member Price: $39
SAS 145 Yellowbook Auditing
Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization
-
TBD
1.0 Credits
Member Price: $39
Creative Thinking Productivity Neurodiversity Inclusion Employee Retention
The Controller Function - Cash and Investments
-
TBD
1.4 Credits
Member Price: $39
Accounting Finance
A Guide to Sampling - Part 1
-
TBD
2.0 Credits
Member Price: $79
Auditing Yellowbook
AICPA Statements on Standards for Tax Services: Ethical Considerations
-
TBD
2.0 Credits
Member Price: $79
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Independence Requirements for Auditors
-
TBD
2.0 Credits
Member Price: $79
PEEC Ethics Yellowbook
Current Fraud Trends - Nonprofit and Government Entities
-
TBD
2.0 Credits
Member Price: $79
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud