CPE Catalog & Events
Ethical Responsibilities for CPAs: Ethics 2024
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TBD
4.0 Credits
Member Price: $159
• Ethical Responsibilities for CPAs • The AICPA Code of Professional Conduct • PCAOB Ethical Standards • The Sarbanes Oxley Act • The Foreign Corrupt Practices Act • Circular 230 for Tax Practitioners • The Dodd-Frank Banking Reform Act
Pre/Post-mortem Income, Estate Planning for the Terminally Ill 2024
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TBD
4.0 Credits
Member Price: $159
• Getting your clients' affairs in order-asset ownership, avoiding probate, and beneficiary designations • Coordinating the planning for gift, generation-skipping, estate, and income taxes using disclaimers and portability, QTIP, and QDOT elections • Investment assets-which ones to sell and which ones to hold • Retirement assets and tax bracket management
Start a Forensic Accounting Practice with Confidence
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice
Accounting Fraud 2024
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TBD
8.0 Credits
Member Price: $299
• The elements of fraud and the Fraud Triangle Theory • Types of fraud with a focus on management fraud • Best practices in fraud detection and deterrence
Digging Deep with Excel Pivot Tables
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Data preparation and cleansingPivot table creationPivot table customizationNavigating Excel’s PivotTable Analyze tab
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
Performance Targets That Deliver Results Without Burnout
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TBD
1.2 Credits
Member Price: $39
Performance target design Target testing
Introduction to Forensic Data Analytics
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TBD
2.0 Credits
Member Price: $79
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT
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TBD
2.0 Credits
Member Price: $79
AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective
2024 The New AICPA Statements on Standards for Tax Services
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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
Entertainment, Meals & Travel Expenses: Review and Update
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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
Business Longevity - Is Your Business Wobbling?
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TBD
4.0 Credits
Member Price: $129
Business Management Organization
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
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TBD
4.0 Credits
Member Price: $129
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property Explain the use of both "inside" and "outside” basis determination Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process
KPI Bootcamp for Small Businesses
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TBD
5.0 Credits
Member Price: $159
Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
Employment Law 101
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TBD
1.0 Credits
Member Price: $39
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
Are Those Independent Contractors Really Independent Contractors?
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TBD
1.0 Credits
Member Price: $39
Classification of workers as employees or independent contractors
2024 FASB Update and Review
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TBD
2.0 Credits
Member Price: $79
Review of FASB updates that will affect near-term reporting Identify future topics that may soon be addressed by the FASB
Creating a Culture of Trust in a Fraud-filled World
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.Consider the concept of trust and how can you establish real trust within your organization.Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
Revenue: Miscellaneous Topics 2024
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TBD
2.0 Credits
Member Price: $89
• FASB ASC 606, Revenue from Contracts with Customers • FASB ASC 340-40. Other Assets and Deferred Costs • All recently released updates to ASC Topic 606
Money Laundering 101 for CPAs
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios