CPE Catalog & Events
2024 Federal Tax Update for Individuals with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $129
Recent federal tax legislation, cases and rulings affecting income of individual taxpayers Review changes to Form 1040 and its related schedules Gross Income, wages, Schedule C and Schedule E Itemized deductions Self-employment health insurance deduction Capital gain and losses, royalties, alternative minimum tax revisions, rate changes, and other legislative provisions Tax planning
2025 Business Tax Update: Staying Ahead in Business Taxation
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TBD
8.0 Credits
Member Price: $225
Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use
2024 Single Audit Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits
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?
Promoting Mental Health in the Workplace to Prevent Violence
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TBD
1.0 Credits
Member Price: $39
Mental Health Awareness
How to Make Difficult People Disappear...Without Going to Jail
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TBD
1.0 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients
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TBD
1.0 Credits
Member Price: $39
Proactive planning to address issues of longevity Major issues involved in longevity –positive and negative Tools and Resources Expanding your skill set to address non-financial client issues
Appreciation Intelligence: The New AI
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TBD
1.0 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
2024 SAS 145: Modern Risk-Based Auditing
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TBD
2.0 Credits
Member Price: $79
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
2024 Individual Tax Update with Steve Dilley
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TBD
2.0 Credits
Member Price: $79
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
Monthly Federal Tax Updates - January 2025
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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
Implementation of AICPA Quality Management Standards 2024
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TBD
4.0 Credits
Member Price: $159
• Overview of the new standards, including discussion of relevant changes to existing quality control requirements • Implementation guidance for a risk-based approach to quality management that is customized to small and medium firms, including sole proprietors • Analysis and determination of root causes for quality risk determination • Examples of responses to identified quality risks • Guidance on approaches to monitoring and remediation
Tax Planning-Buying and Selling S Corporations 2024
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TBD
4.0 Credits
Member Price: $159
• Built-in gain tax, including planning ideas • Net excess passive income tax and planning • Liquidation of S corps, including special rules related to installment obligations • Suspended loss rules, including tax planning opportunities • Sect. 338(h)(10) and Sect. 336(e) elections • Qualified subchapter S subsidiary election (QSUB) • ESOPs • Redemption of S corporation stock, including planning opportunities • Basics of acquisitive reorganizations as applied to S corporations
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 2024
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TBD
4.0 Credits
Member Price: $159
• Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services • Tax shelter and reportable transaction issues in depth • Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
Enterprise-Wide Risk Management in Accounting and Finance
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.
Comprehensive Pass-Through Owners' Basis and Distribution Rules 2024
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TBD
8.0 Credits
Member Price: $299
• Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) • Determine how to calculate an owners' initial tax basis of his pass-through entity • Learn how to correctly make annual adjustments to a pass-through owners' tax basis • Identify what constitutes a debt basis for an S corporation shareholder • Learn the tax ramifications of repaying loans to S corporation shareholders
Audit 405: Designing Internal Controls for Smaller Entities
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate 'umbrella' of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
Consulting Services Secrets
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TBD
1.0 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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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
Leadershift Ethics: Things Must Change!
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation