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CPE Catalog & Events

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Nonprofit Taxation Rules and Form 990

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Webinar

2.00 Credits

Member Price: $79

Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive

Develop Your Emotional Intelligence to Be More Successful in Life and Leadership

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Webinar

2.00 Credits

Member Price: $79

Emotional Intelligence (EQ) in Leadership Building Stronger Workplace Relationships Creating and Leading High-Performing Teams Navigating Change with Emotional Intelligence

Income Tax Analysis: Exploring In-Depth Concepts

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to GAAP and IRC FrameworksKey Differences Between Financial Reporting and Tax ReportingUnderstanding Timing DifferencesRecognition of Revenue and Expenses Under GAAP vs. IRCDiscussion of Deferred Tax AssetsImpact of Deferred Tax LiabilitiesPermanent vs. Temporary DifferencesReconciliation of Book Income to Taxable Income

Improve Spreadsheets by Building Controls in Excel

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors

Mastering The Three Pillars of Cybersecurity: Team & Compliance

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Webinar

1.00 Credits

Member Price: $39

Technology Cybersecurity

Group Audits: Who is Responsible for What?

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Webinar

2.00 Credits

Member Price: $79

Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit

Exploring Internal Controls That Could Have Prevented Frauds

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios

Mastering Rapport Skills for Fun and Profit

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Webinar

2.00 Credits

Member Price: $129

1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions

Installment sales: Maximize Tax Benefits and Stay Compliant

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Installment sale treatment eligibilityWhen to elect out of installment sale treatmentInstallment sale of business assetsInstallment sale default and the rules for personal property versus real propertyInstallment sales and depreciation recapture

Revenue Recognition Determine the Transaction Price Part 2

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Webinar

1.00 Credits

Member Price: $39

Revenue Recognition Accounting

Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts

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Webinar

2.00 Credits

Member Price: $79

Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting 

Current Fraud Trends - Nonprofit and Government Entities

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Webinar

2.00 Credits

Member Price: $79

Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud

Overcome Your Obstacles to Abundance

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Webinar

1.00 Credits

Member Price: $129

How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track

Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity

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Webinar

1.00 Credits

Member Price: $39

Technology Cybersecurity

Revenue Recognition - Recognize Revenue

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Webinar

1.00 Credits

Member Price: $39

Revenue Recognition Accounting

The Hardest Ethical Dilemma! Why Revenge Will Always Backfire, featuring Bob Mims and Don Minges

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Webinar

1.00 Credits

Member Price: $39

The quest for fairness Human nature Our natural reaction Selfishness Conflicts of interest Equity Justice How is the Golden Rule misused? The allure of revenge and how it destroys? Understanding rationalizations How the “Integrity and Objectivity Rule” will lead to better decisions?

Cryptocurrencies for the CFO: Explaining Blockchain

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Webinar

2.00 Credits

Member Price: $79

What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language

How to Choose the Right Business Entity for Your Client

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Webinar

2.00 Credits

Member Price: $79

Recent tax legislation and developments related to choice of entity - such as sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election; Corporate tax rate to individual tax rate comparison examples Other related topics

Big Picture Mega-Trends, Big Data, and World We Now Face

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Webinar

2.00 Credits

Member Price: $79

On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going  Learn to adapt to changing situations

Common Sense CFO: Decoding and Mitigating Internal and External Risks

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Webinar

2.00 Credits

Member Price: $79

Defining risk as it impacts organizations Understanding external and internal risks Examples of these risks How do we identify and assess? What can be done about the risks? Developing a risk mitigation strategy Monitoring and mitigating risk