CPE Catalog & Events
Ethics and Technology for CPAs
Available Until
Webinar
2.00 Credits
Member Price: $79
The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies. The profession's need to change to meet its ethics standard in a technology-centric environment. Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Ethics, Tax Practice & Understanding Circular 230
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Importance of ethics in tax practice Overview of Circular 230 and its application to tax practitioners Common ethical violations and penalties Procedures to promote compliance with ethical standards Real-life scenarios illustrating ethical decision-making in tax preparation Circular 230 provisions related to tax return preparation and representation Best practices for maintaining professional integrity and compliance
Ethics: 10 Crucial Qualities of High-Character CPAs
Available Until
Webinar
2.00 Credits
Member Price: $79
Discover why the ten crucial qualities of high-character CPAs are essential to your success Learn how to evaluate these qualities in job candidates and why you must do so
Exploring Internal Controls: That Could Have Prevented Frauds
Available Until
Webinar
2.00 Credits
Member Price: $79
Examination of actual frauds Discussion of internal controls that could have prevented the frauds Contemplation of epiphanies for your own professional scenarios
Federal Tax Updates for Individuals Part 1
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Federal Tax Updates for Individuals Part 2
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Finding Errors in Excel Spreadsheets
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors. Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis. Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies. Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Forensic Accounting: Crafting Expert Reports
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Introduction to Forensic Accounting: Gain an understanding of the fundamentals, roles, and responsibilities of forensic accountants in uncovering financial discrepancies, fraud, and economic damages. Maintain Ethical Integrity: Learn the importance of ethics in forensic accounting and strategies for ethical decision-making. Expert Report Preparation: Learn the essential components, best practices, and common pitfalls in writing clear, concise, and objective expert reports for legal proceedings. Investigation Report Writing: Explore the methodologies for conducting investigations, gathering evidence, and crafting thorough and accurate investigation reports. Economic Damages Writing: Understand the methodologies and best practices for calculating economic damages, including lost profits, business valuation, and other financial impacts. Reviewing Investigation Reports and Economic Damages: Analyze real-world examples to review and critique investigation reports and damage calculations, highlighting key insights and lessons learned.
Forensic Accounting: Investigating Divorce Cases
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: The role of a forensic accountant in divorce proceedings The marketing of forensic accounting services to family law attorneys How to conduct a financial investigation Common areas to uncover hidden assets or income The basic calculations in evaluating marital assets Testifying in depositions and divorce court
Fraud & Embezzlement; Case Studies from the Trenches
Available Until
Webinar
2.00 Credits
Member Price: $79
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. illustrations of the issues companies should look for in preventing fraud and embezzlement.
Fundamentals of Form 1040 -- Business
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Self-employment and business income taxation (Schedule C, self-employment tax, business deductions) Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203) Application of Form 7217 for capital construction funds Best practices for self-employed clients and small business owners Key deductions and credits for business owners Avoiding common IRS audit triggers related to business income reporting Legislative updates impacting business income taxation in the current year
Fundamentals of Form 1040 -- Individual
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Form 1040 essentials: filing requirements, due dates, and key schedules Filing status, dependency rules, and taxable income sources (wages, investment income) Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits) Preparer due diligence, Circular 230 compliance and taxpayer rights IRS cybersecurity considerations and best practices for taxpayer data security Legislative updates
How AI Fits into the Accounting World
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
How AI Is Automating Internal Control
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics covered in this class 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.
How Changes in Business Methods Affects Internal Control (Part 1)
Available Until
Webinar
4.00 Credits
Member Price: $159
After attending this presentation, you will be able to... Recognize changes that are occurring because of AI. Recall specific control types that have changed. Identify ways AI will strengthen controls.
How Changes in Business Methods Affects Internal Control (Part 2)
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics covered in this class include: How is business changing. What is driving the change and how long will it last. How specifically is an organizations control system important. What steps are needed to "keep up" with the upheaval.
How Fraud Can Affect Smaller Organizations
Available Until
Webinar
4.00 Credits
Member Price: $159
The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
IRS Penalties and Abatements
Available Until
Webinar
2.00 Credits
Member Price: $79
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
Implementing and Maintaining an Internal Controls (Part 1)
Available Until
Webinar
4.00 Credits
Member Price: $159
Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Implementing and Maintaining an Internal Controls (Part 2)
Available Until
Webinar
4.00 Credits
Member Price: $159
Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls