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CPE Catalog & Events

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Auditing Standards Update & Best Practices 25-26

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Webinar

4.00 Credits

Member Price: $175

Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies Identify controls that exist, especially when those controls are not clearly identified or formalized Evaluate if those controls prevent or detect material misstatements in the financial statements Design effective audit procedures (including testing of controls where appropriate) in response to the auditor s assessed risk of the potential material misstatements in the financial statements

Ethics in the Real World 25-26

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Webinar

4.00 Credits

Member Price: $175

Why model codes of ethics fail The science behind organizations Ethical DNA Understanding the psychology behind Tone at the Top The interaction between critical thinking and ethics Breaking myths about motivation related to decision-making Ethical decision-making under pressure Are ethics and morals fixed or can we learn to improve

How Fraud Can Affect Smaller Organizations 25-26

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Webinar

4.00 Credits

Member Price: $175

The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses

IRS Tax Examinations and Hot Issues WEBCAST

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Webinar

4.00 Credits

Member Price: $185

Criteria that the IRS uses to select returns for examination. Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft. Understanding worker classification determinations on who is an employee and who is an independent contractor. Distinguishing S corporation officer's reasonable compensation issues. How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty. Tax-related identity theft procedures.

Tax Planning for Seniors 25-26

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Webinar

4.00 Credits

Member Price: $175

Income for seniors: retirement, earnings and investments Tax Deductions: planning, bunching, strategies Planning to help family members

Strategies for Guiding Clients Through Challenging Situations: Tax Insights

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Webinar

8.00 Credits

Member Price: $225

Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.

The Ethical Management of Conflict

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Professionalism, Conflict and EthicsSources and approaches to conflictManaging Conflict from the Inside: Awareness of human tendencies, human emotions, and gossipGuidelines for managing conflict collaboratively

Ethics Aren't for the Byrdes in Ozark

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Webinar

1.00 Credits

Member Price: $39

Ethical business behavior Ethical business decisions Ethical management decisions Ethical decisions in human resource management

Embracing Neurodiversity in the Workplace

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Webinar

1.00 Credits

Member Price: $39

Neurodiversity

The Ethics Hour: The Single Best and Most Overlooked Source of Fraud

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Webinar

1.00 Credits

Member Price: $39

One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)

Build Better Budgets: Fundamental Techniques

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Webinar

2.00 Credits

Member Price: $79

Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting

About the TIGTA: Who Watches the IRS?

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Webinar

2.00 Credits

Member Price: $89

Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system

CPAs and Addictions: Finding Hope and Healing

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Webinar

2.00 Credits

Member Price: $79

Prevalence of substance abuse and depression among CPAs compared to the general population Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues Identifying reasons why CPAs are reluctant to seek help Resources available for CPAs seeking help Support role that friends, loved ones and colleagues can play AICPA Code of Professional Conduct

Taxation of Business Entities

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Webinar

2.50 Credits

Member Price: $79

Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.

Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto

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Webinar

2.00 Credits

Member Price: $89

Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?

K2'S Supercharging Your Spreadsheet Collaboration

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Webinar

1.00 Credits

Member Price: $39

Collaboration methods using Microsoft Office and Microsoft 365 Ways to track changes to sheets and compare different versions of a file Tools for sharing and responding to comments among a team from within a file

Tech It to the Next Level: Slim Your Team for Max Efficiency

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:How to leverage tech and automation to fill workflow gaps, How to build a strong tech stack, and connect tools seamlessly.How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead.

Peeking Behind the Curtain: Exploring IRS Audit Technique Guides

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Webinar

2.00 Credits

Member Price: $79

Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries

The Controllership Series - The Treasury Function Part 1 - Cash and Investing

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Webinar

1.00 Credits

Member Price: $79

Accounting Finance Cash Investments

IRS Cybersecurity Checklist

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Webinar

2.00 Credits

Member Price: $79

Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap