CPE Catalog & Events
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
-
Webinar
1.00 Credits
Member Price: $79
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
Navigating IRS Collections: Understanding Form 433 & Offer in Compromise
-
Webinar
2.00 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
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
-
Webinar
3.00 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Common Deficiencies in SSARS Engagements
-
Webinar
4.00 Credits
Member Price: $129
Auditing Yellowbook SSARS
ProActive Response Group De-Escalation Training
-
Webinar
1.20 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Are Those Independent Contractors Really Independent Contractors?
-
Webinar
1.00 Credits
Member Price: $39
Classification of workers as employees or independent contractors
The Controller Function - Inventory Part 1
-
Webinar
1.80 Credits
Member Price: $59
Accounting Finance Operations
Common Yellow Book & Single Audit Deficiencies
-
Webinar
4.00 Credits
Member Price: $129
Auditing Yellowbook COVID-related funds
The Preparation of Forms 706 and 709 - Understanding the Law
-
Webinar
3.00 Credits
Member Price: $99
Legal framework of estate and gift taxation IRS regulations and compliance requirements Portability, lifetime exemption, and tax minimization strategies Case law and IRS rulings affecting estate and gift tax planning Postmortem estate planning considerations Common legal pitfalls and how to avoid them Legislative updates and policy changes from the new administration
Officer Compensation Audits: What It Is and How to Defend It
-
Webinar
2.00 Credits
Member Price: $79
Overview of Reasonable Compensation requirements for S and C Corporations Key court rulings and their implications IRS audit procedures related to Officer Reasonable Compensation Role of Accountable Plans in determining Reasonable Compensation Strategies for defending Reasonable Compensation
Coaching Leaders to Handle Sensitive Employee Relations Situations
-
Webinar
1.20 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
White-Collar Crime: What Every CPA Should Know
-
Webinar
1.00 Credits
Member Price: $79
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Leaders Eat Last. Why? The Characteristics of Great Leaders
-
Webinar
2.00 Credits
Member Price: $79
What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader
Expand Your Analytical Toolbox More Tools for Success
-
Webinar
4.00 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
K2's Case Studies in Fraud and Technology Controls - 8 Hours
-
Webinar
8.00 Credits
Member Price: $225
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
K2's Paperless Office
-
Webinar
8.00 Credits
Member Price: $225
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
The Radar Phenomenon
-
Webinar
1.00 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
The Psychology of Fraud
-
Webinar
1.50 Credits
Member Price: $59
Fraud Fraud Triangle
The Preparation of Form 706 - Line-by-Line
-
Webinar
3.00 Credits
Member Price: $99
Overview of Form 706 and estate tax fundamentals Gross estate valuation and inclusion rules Deductions, credits, and tax computation Portability election and its implications Filing deadlines and procedural requirements Common issues and IRS audit triggers Legislative changes affecting estate taxation
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
-
Webinar
4.00 Credits
Member Price: $129
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard