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Public Speaking Secrets That Wow Audiences

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Webinar

3.00 Credits

Member Price: $129

Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock

Business Consulting for CPAs

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Webinar

4.00 Credits

Member Price: $129

What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application

New Mergers & Acquisitions: Tricks, Traps, & Terrors

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Webinar

4.20 Credits

Member Price: $129

Business Management Organization

Partnership & LLC (Form 1065) - Formation to Liquidation

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Webinar

8.00 Credits

Member Price: $300

Extensive review of the partnership tax laws with an emphasis on any new legislative changes  Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments

Partnership Preparation, Basis Calculations & Distributions - Form 1065 Schedule K & K-1 Analysis

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Webinar

8.00 Credits

Member Price: $300

Extensive review of the partnership tax laws with an emphasis on any new legislative changes Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return (i.e., page 1 versus Schedule K) and flow-thru to the partner/members on Schedule K-1 Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual’s Federal income tax return and how the items affect the partner/member’s outside basis Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Calculating the tax and §704(b) book capital accounts Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of “hot assets” Overview of the §754 election for optional basis adjustments triggering §743 (transfer of interests) and §734 (distributions)

Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?

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Webinar

8.00 Credits

Member Price: $225

Preventing malpractice claims related to nonattest accounting services  Identifying and safeguarding independence threats when issuing attest reports  Establishing an understanding with the client regarding non-audit services  Defining the varying levels of responsibility for accountants performing non-audit services  Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations  Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters  Common issues related to peer reviews, including recurring reporting problems  Applying financial analysis best practices to help your clients better interpret their financial results

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?

Creating an Ethical Work Environment

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Webinar

2.00 Credits

Member Price: $89

Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making

SAS 145 - Risk Assessment

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Webinar

1.00 Credits

Member Price: $39

SAS 145 Yellowbook Auditing

DEI in the Remote Work Era

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Webinar

1.20 Credits

Member Price: $39

DEI Employee engagement Remote work Organizational culture Employee relations

1 Hour - Introduction to Sustainability Accounting

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Webinar

1.00 Credits

Member Price: $39

History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards

Revenue Recognition Topic 606 - Identify the Contract Part 1

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Webinar

1.20 Credits

Member Price: $39

Revenue Recognition

Employees Today and Tomorrow : Are Employees Assets?

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Webinar

2.00 Credits

Member Price: $79

GAAP vs economic value of employees The changing landscape of work The need to change management tactics Different generations and demographics Understanding the differences What issues do they present? How do we improve our understanding? Employee engagement/assessment surveys and what they should tell us Successful tactics for today's workforce

Monthly Federal Tax Updates - April 2025

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues

Ethical Responsibilities for CPAs: Ethics 2024

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Webinar

4.00 Credits

Member Price: $159

Ethical Responsibilities for CPAs The AICPA Code of Professional Conduct PCAOB Ethical Standards The Sarbanes Oxley Act The Foreign Corrupt Practices Act Circular 230 for Tax Practitioners The Dodd-Frank Banking Reform Act

Seeing Beyond the Numbers: Analysis for CFOs & Controllers

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios

Accounting Industry Update 2024

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Webinar

8.00 Credits

Member Price: $299

FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards

How to Get a Better Return on Financial Statement Audits - Avoiding the Most Misapplied Risk-Based Audit Concepts

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Webinar

8.00 Credits

Member Price: $225

Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget! 

2024 Comprehensive Estate Planning: Administration & Postmortem Strategies

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Webinar

8.00 Credits

Member Price: $225

Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers

2025 Individual Tax Update: Form 1040 Essentials

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Webinar

8.00 Credits

Member Price: $225

Form 1040: Precise Tax Submissions Recent Tax Code Changes: Updated Filings IRC Sections Analysis: Understanding Tax Regulations Updates in Income Taxation: Compliance Assurance New Credits and Deductions: Maximizing Benefits Complex Income Issues: Tailored Strategies Itemized Deductions: Informed Client Benefits Health Considerations: Maximizing Financial Benefits Regulatory Shifts: Implications on Tax Strategies Tax Planning Strategies: Client Financial Success