CPE Catalog & Events
Fundamentals of Form 1040 -- Business
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Self-employment and business income taxation (Schedule C, self-employment tax, business deductions) Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203) Application of Form 7217 for capital construction funds Best practices for self-employed clients and small business owners Key deductions and credits for business owners Avoiding common IRS audit triggers related to business income reporting Legislative updates impacting business income taxation in the current year
Fundamentals of Form 1040 -- Individual
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Form 1040 essentials: filing requirements, due dates, and key schedules Filing status, dependency rules, and taxable income sources (wages, investment income) Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits) Preparer due diligence, Circular 230 compliance and taxpayer rights IRS cybersecurity considerations and best practices for taxpayer data security Legislative updates
How AI Fits into the Accounting World
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
How AI Is Automating Internal Control
Available Until
Webinar
4.00 Credits
Member Price: $159
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.
How Changes in Business Methods Affects Internal Control (Part 1)
Available Until
Webinar
4.00 Credits
Member Price: $159
After attending this presentation, you will be able to... Recognize changes that are occurring because of AI. Recall specific control types that have changed. Identify ways AI will strengthen controls.
How Changes in Business Methods Affects Internal Control (Part 2)
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics covered in this class include: How is business changing. What is driving the change and how long will it last. How specifically is an organizations control system important. What steps are needed to "keep up" with the upheaval.
How Fraud Can Affect Smaller Organizations
Available Until
Webinar
4.00 Credits
Member Price: $159
The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
IRS Penalties and Abatements
Available Until
Webinar
2.00 Credits
Member Price: $79
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
Implementing and Maintaining an Internal Controls (Part 1)
Available Until
Webinar
4.00 Credits
Member Price: $159
Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Implementing and Maintaining an Internal Controls (Part 2)
Available Until
Webinar
4.00 Credits
Member Price: $159
Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Improve Spreadsheets by Building Controls in Excel
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Learn best practices when designing your spreadsheets How to create a proper worksheet structure Learn to use Excel's built in features to find errors How to create your custom controls to prevent and find errors Using links to quickly move to controls Using Conditional Formatting to highlight errors
Internal Control Changes for Remote Workers
Available Until
Webinar
2.00 Credits
Member Price: $79
The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Mastering Partnership Basis: Inside and Outside Basis
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Explain the use of both "inside" and "outside" basis determination. How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property. Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest. Comprehensive example to illustrate the mechanics of the basis determination process.
Mastering the Excel Lookup Functions
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: A review of the various lookup functions, beyond VLOOKUP Learn which lookup works best for your situation How to apply the many lookup functions Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively An in-depth review of the following functions: VLOOKUP / HLOOKUP XLOOKUP MATCH / INDEX XMATCH INDIRECT FILTER SORT / SORTBY UNIQUE An overview of some newer functions
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.
Navigating IRS Correspondence: Responding to IRS Letters
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real-world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.
Operations Level Internal Control
Available Until
Webinar
4.00 Credits
Member Price: $159
An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
Overcoming Tech Adoption Challenges in CPA Firms
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms
Retaining Top Talent: Strategies for CPA Firms
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals
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