CPE Catalog & Events
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
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
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
Mastering the Art of Conflict: CPA Transformative Strategies
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Common conflicts CPAs face The impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilities Identifying conflict triggers Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions. Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.
Navigating IRS Authorizations: Form 2848 & Form 8821
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of IRS Power of Attorney (POA) rules. Form 2848: Authority to Represent Clients before the IRS. Form 8821: Accessing Tax Information Without Representation. Identifying errors and compliance risks in POA filings. Rules for revoking or updating POA authorizations. Managing authorizations through the CAF system. Electronic submissions and the IRS online authorization process. Ethical responsibilities when holding a POA.
S Corporations: Comprehensive walk through of Form 1120S Part 1
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
S Corporations: Comprehensive walk through of Form 1120S Part 2
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this class include: Purpose of Financial Statement Analysis Comparing Actuals vs. Expectations & Benchmarking Case Studies 1 & 2 Ratio Analysis Case Study 3 Analysis of Statement of Cash Flows Case Studies 4 & 5 Other Uses of Ratios
The 10 Must Know Excel Features
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively. Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis. XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease. SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations. SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting. Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations. Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records. Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data. Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive. PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.
Think AI-First and Future-Proof Your Firm
Available Until
Webinar
1.00 Credits
Member Price: $39
How AI-first firms will dominate the next 2-5 years Why AI isn't replacing CPAs and making the best ones stronger How to use AI to track leadership patterns, test decisions and scale advisory The exact AI prompts top firms use for strategy, pricing and client insights How to turn messy firm data into structured, actionable intelligence How to develop AI-first instincts in real-time
Turning Tax Tech into Leadership Opportunity
Available Until
Webinar
1.00 Credits
Member Price: $39
How to recognize and reframe inefficiency as an opportunity for leadership Why digital champions often lead from the middle not the corner office How to pilot tax technology like K1x and build firm-wide buy-in How to translate staff wins into ROI that partners can't ignore Change management strategies that make new technology stick Why culture, not code, defines long-term success