CPE Catalog & Events
Federal Tax Update for Individual with Greg and George WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update for Business with Greg and George WEBCAST
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Webinar
4.00 Credits
Member Price: $185
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
State of the Art Tax Strategies for Purchases and Sales of Property Part 1
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Webinar
2.00 Credits
Member Price: $105
General overview of sale and purchase of assets. Partial dispositions. Distinguishing between repairs and capitalizable improvements for real property. Allocating the purchase price in purchases of real estate and stock. Maximizing the de minimis rule in remodels. Increasing Federal tax deductions on the purchase of property. Decreasing Federal tax on the sale of property.
Steps to Stop External Fraud
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Webinar
2.00 Credits
Member Price: $105
Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties/External fraud unknown perpetrators
State of the Art Tax Strategies for Purchases and Sales of Property Part 2
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Webinar
2.00 Credits
Member Price: $105
Like-kind exchanges. Qualified opportunity funds. Reducing recapture income on sale of property. Being a "two-move chess player" - setting the stage for a later sale of property.
Federal Tax Update with Greg and George
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Webinar
8.00 Credits
Member Price: $335
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update with Greg and George WEBCAST
-
Webinar
8.00 Credits
Member Price: $335
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
The Needed Focus on Cyber-Security
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Webinar
2.00 Credits
Member Price: $105
The topics discussed in this session include: Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.
Project Management for Finance Professionals
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Webinar
8.00 Credits
Member Price: $280
Project management is a way of thinking and managing, Identifying projects, needs, objectives, and deliverables, Project feasibility evaluation, Life cycle of a project, What causes projects to fail, Establishing the project scope and preventing "project creep" Defining and managing stakeholders, Organizational politics and conflict management, Establishing the detailed schedule, Introduction to project management software
Assessing the Risk of Fraud in a Financial Statement Audit
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Webinar
8.00 Credits
Member Price: $280
The fraud landscape in the United States, Fraud risk procedures as updated by recently issued standards, Most likely fraud types found in small to mid-sized entities, Internal controls to prevent and detect fraud, What to do when fraud is identified or suspected Case studies based on recent frauds, Cyber fraud schemes and how to prevent and detect them, Analytics that can be used as fraud risk procedures, Assessing the risk of grant fraud in a Single Audit
Examining ASC 842, Leases: More Than Meets the Eye
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Webinar
4.00 Credits
Member Price: $175
ASU No. 2016-02, Leases (Topic 842), Overall lease accounting guidance, Lessor Accounting 101, Lessee Accounting 101, Detailed review of accounting by lessees and lessors, Sale and leaseback transactions, Transition guidance, Other operational issues, Recently issued updates to the lease accounting guidance, FASB guidance on accounting for COVID-19-related rent concessions, Feedback from the public company adoption of Topic 842
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Webinar
4.00 Credits
Member Price: $174
5-step process for recognizing revenue
Project Management: Tips, Tricks, and Traps
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Webinar
4.00 Credits
Member Price: $175
Contrasting project management with operations management, Reviewing organizational culture and how it applies to project management, The various types of project management including Agile, Scrum, Waterfall, Critical path, and others, Looking at risk management software and its application in different types of project management, Managing and leading project management stakeholders
How AI is Automating Internal Control
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Webinar
4.00 Credits
Member Price: $185
The topics discussed in this session include: An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Winning the Fraud Battle in the Digital Age: Prevention and Detection
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Webinar
8.00 Credits
Member Price: $280
The price of fraud - ACFE's Report to the Nations and ancillary costs, The current economy - microeconomics and analysis, COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments), Power of morale - shrinking the fraud triangle and employee motivation, Deviant workplace behavior, Historic schemes, Why good folks go bad - interesting findings and red flags, Combating fraud with controls, Controls used by fraud victim organizations and suggestions for better implementation, Fraud's new frontier, Corporate social, environmental, governance, and equity/inclusion reports and audits
K2's Small Business Internal Controls, Security, And Fraud Prevention And Detection
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Webinar
8.00 Credits
Member Price: $270
Common challenges associated with implementing appropriate internal controls in small business environments, Fraud in small business environments, Internal control options in small business accounting software, Understanding the need for application controls and general controls
Protecting Digital Data - More Important Now Than Ever Before
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Webinar
4.00 Credits
Member Price: $185
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
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Webinar
4.00 Credits
Member Price: $175
Building change into the planning process, Sales/income plan, Intermediate planning, Technology plan, Capital equipment planning, One-year operating plan, Monthly planning, Cash plan, Risk plan
Cutting-Edge Estate and Financial Planning Trends of 2025
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Webinar
8.00 Credits
Member Price: $280
Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webinar
2.00 Credits
Member Price: $105
Discuss how productivity strategies may improve work-life balance, Understand the state tax consequences that may arise when working from home, Identify and discuss challenges unique to financial professionals, Review how some organizations are providing support to improve work-life balance, Explore the role of alternative work arrangements, Examine challenges unique to auditors versus tax professionals, A comparison of work-life balance between public and industry accountants, How work-family conflict varies among financial professionals, Recommendations for improving work-life balance