CPE Catalog & Events
The SECURE Act 2.0 - Planning Opportunities for Employers
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TBD
1.0 Credits
Member Price: $39
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
Five Ways to Improve Your Leadership Skills
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TBD
1.0 Credits
Member Price: $39
Leadership Self-awareness Communication Delegation Empowerment
K2'S Supercharging Your Spreadsheet Collaboration
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TBD
1.0 Credits
Member Price: $39
Collaboration methods using Microsoft Office and Microsoft 365 Ways to track changes to sheets and compare different versions of a file Tools for sharing and responding to comments among a team from within a file
Getting SASsy - A Look at Recent Auditing Standards
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TBD
1.0 Credits
Member Price: $39
Revised audit report layout Various auditing standards that will soon be effective Selected-procedures engagements and other attestation developments
State Tax Nexus: Frequently Awkward Questions
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TBD
2.0 Credits
Member Price: $79
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
International Cross Border Transactions
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TBD
2.2 Credits
Member Price: $79
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk
Roadmap to Ethical Decision Making
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TBD
2.0 Credits
Member Price: $79
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence
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
Tax Practice Ethical Challenges and Circular 230
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TBD
2.0 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
Everything You Need to Know About the Pass-Through Entity Rules: IRC 199A The Code and Regulations
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TBD
4.0 Credits
Member Price: $129
Understanding the term “QBI” (qualified business income) Understanding the terms “SSTB” (specified service trade or business) Understanding the term “QTB” (qualified traded or business) Calculate the 199A deduction Understanding the phaseouts Understanding “aggregation” Rental property as a trade or business Identify how your clients can maximize the deduction Planning ideas Understand the Section 199A Regulations
Digging Deep with Excel Pivot Tables
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TBD
1.0 Credits
Member Price: $39
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
Learning to Teach "Tax" as a Second Language
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TBD
1.0 Credits
Member Price: $39
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
The Controllers Role in Data Analytics and Big Data
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Financial Statements
International Tax Treaties
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TBD
2.0 Credits
Member Price: $79
Tax treaties Tax impact of cross-border transactions
Professional Skepticism for the Public Accountant
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TBD
1.0 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
The Controllership Series - The Financial Close Process
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TBD
1.5 Credits
Member Price: $59
Accounting Finance Financial Statements
Accounting for Leases
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TBD
2.6 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Revenue Recognition Determine the Transaction Price Part 2
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TBD
1.0 Credits
Member Price: $39
Revenue Recognition Accounting
Partnership Property Distributions and the New Form 7217
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TBD
1.0 Credits
Member Price: $29
Property distributions in liquidation of a partner's interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 - new for 2024 The Section 754 election and its role in partnership property distributions
How to Audit Expenses & Payables
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The basics of auditing expenses.Accrued liabilities and other payables.Relates audit assertions, risks, and threats to the expenses and payables balances.Substantive auditing procedures to peform.