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CPE Catalog & Events

Conferences/UACPA Classes 107 Chapter/Special Events 22 Ethics 2291 Webinars 18088 OnDemand/Self Study 813 All 21322

Showing 21322 All Results

Taxation of the Cannabis Industry

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Webinar

3.00 Credits

Member Price: $79

Historical context of U.S. taxation Industrial hemp vs. marijuana Income definitions under I.R.C. §61 Tax code restrictions: §280E and §471 State-specific marijuana laws Cash management in cannabis businesses Federal court case analysis

Independence for Auditors - AICPA, PCAOB, GAO & DOL

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Webinar

5.00 Credits

Member Price: $129

Auditing Yellowbook AICPA, GAO, DOL and PCAOB

What's Changing in Risk Assessment

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Webinar

3.00 Credits

Member Price: $79

Auditing Yellowbook

Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 - 2 hrs

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Webinar

3.00 Credits

Member Price: $79

Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution

Promoting Mental Health in the Workplace to Prevent Violence

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Webinar

2.00 Credits

Member Price: $39

Mental Health Awareness

Leases Accounting under Topic 842 - Answers to FAQ After Implementation

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Webinar

3.00 Credits

Member Price: $79

Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications 

All About Fraud - Examples, Prevention and Auditing

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Webinar

5.00 Credits

Member Price: $129

Auditing Yellowbook

Leveraging Marketing Automation for Accounting Firm Growth

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!

Introduction to Ethics & Professional Skepticism

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Webinar

3.00 Credits

Member Price: $79

Code of Ethics for Professional Accountants Yellowbook Auditing

Devious Ethics: Avoiding Snakes in Suits

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Webinar

3.00 Credits

Member Price: $79

Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company

The AB5s of Employees and Independent Contractors

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Webinar

3.00 Credits

Member Price: $79

Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5

Global Internal Audit Standards (GIAS) Domain IV - Part 1

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Webinar

2.20 Credits

Member Price: $79

Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing

Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach

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Webinar

3.00 Credits

Member Price: $149

Understand how to approach and analyze the U.S. taxation of foreign corporations Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C corporation Determine how much foreign tax credit can be claimed against such income inclusions Determine how subsequent dividend distributions from the foreign corporation are taxed Calculate capital gain on the disposition of the foreign corporation Discuss the impact of Section 962 election Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations Identify basic strategies for managing tax liabilities related to foreign corporations

Surgent's Applying the Yellow Book to a Financial Statement Audit

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Webinar

4.00 Credits

Member Price: $159

Critical concepts related to applying the Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards The Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality management; and peer review The Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control

How AI Is Automating Internal Control

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Webinar

4.00 Credits

Member Price: $149

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.

2025 Annual Update for Accountants & Auditors

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Webinar

8.00 Credits

Member Price: $239

The major topics that will be covered in this course include:Technology Hot Topics for Audits.Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB. 

Applying the Uniform Guidance in Your Single Audits

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Webinar

7.00 Credits

Member Price: $320

Introduction to single audits Preparation of the schedule of expenditures of federal awards and determining major programs Understanding, assessing and testing internal control Testing compliance with federal statutes and regulations and applicable compliance requirements Auditor reporting in a Uniform Guidance compliance audit Program-specific audits Administrative requirements and cost principles in a single audit

S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials

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Webinar

8.00 Credits

Member Price: $349

Advantages and disadvantages of S corporations Electing S corporation status Termination of S corporation status S corporation tax on built-in gains S corporation pass-through to shareholders, basis and losses S corporation distributions Taxable year of S corporations S corporation passive activity rules, fringe benefits and other considerations

Ethics: IRS Criminal Investigations: Key Lessons for Accountants

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Webinar

2.00 Credits

Member Price: $89

Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime

Complete Guide to Analyze Data with Excel PivotTables

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.