CPE Catalog & Events
Monthly Federal Tax Updates - July 2024
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course 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
Case Studies in Accounting Fraud 2024
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Webinar
4.00 Credits
Major financial statement frauds, including sales and other types of revenue, estimates, earnings management and cut-off Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts Review of cases involving common fraud schemes (New cases will be discussed in 2024)
Effective Workpaper Techniques: Building a Better Workpaper 2024
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Webinar
4.00 Credits
Leveraging Excel and technology in a paperless environment Effective workpapers: form, function, appearance and content Workpaper standards for industry, audit and tax accountants Attestation standards documentation and consequences of workpaper content Peer review or PCAOB review documentation
Name that Tax Case! 2024
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Webinar
4.00 Credits
Judicial tax doctrines such as the fruit of the tree, Arrowsmith and dominion and control Cases relevant to understanding many areas involved in computing income tax liability and practice and procedure Rules of statutory construction and relevance to tax research Importance of significant tax cases to compliance, planning and tax research
What's Going on at the GASB (2024)
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.GASB standards coming down the pike.
2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans
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Webinar
8.00 Credits
Member Price: $225
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
Excel - Fundamentals, Data Entry and Basic Formulas
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Webinar
1.00 Credits
Member Price: $39
Communication Teamwork Collaboration
An Introduction to AI and ChatGPT for CPAs 2024
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Webinar
1.00 Credits
The background of OpenAI and ChatGPT Prompt Engineering Using ChatGPT to find CPA-related answers Practical strategies for keeping up with AI
The Untold LinkedIn Hyper-Growth Story
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Webinar
1.00 Credits
Member Price: $39
Talent Business Growth People Strategy Culture Communication Trust Strategy
Balancing Employee and Employer Rights
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Webinar
1.40 Credits
Member Price: $39
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Tax Power Ethics for Tax Professionals
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Webinar
2.00 Credits
Member Price: $79
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
2024 Yellow Book Update
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Webinar
2.00 Credits
Member Price: $79
Quality Management Risk Assessment SQMS Independence
K2's 2024 Optimizing Your Tech Stack For Efficiency And Cost-Effectiveness
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Webinar
2.00 Credits
Member Price: $79
Conducting a tech stack assessment, including an inventory of current tools and applications Identifying essential and redundant tools Exploring cost-effective alternatives Calculating your total cost of ownership
Payroll Essentials: Getting to Know Payroll Taxes
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:The various types of payroll taxes related to compensationPayroll calculations related to the various of payroll taxesIntroduction to common payroll formsResources, recommendations, and guidance on compensation and payroll related topics
Measuring Audit Risks
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Webinar
3.00 Credits
Member Price: $99
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
2024 Annual Update for Governments and Not-for-Profits
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Webinar
8.00 Credits
Member Price: $225
Compensated Absences Financial Reporting Model 2024 Compliance Supplement Yellow Book Quality Management
Engagement Management with the Microsoft 365 Planner App
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the Planner app features and functionalityStep-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a templateCreating tasks with checklistsAssigning tasksScheduling tasksSetup recurring tasksAttach files to a taskMaintain a task activity journalManage task views with buckets and tagsIntegrate plan schedules with your Outlook calendar.Detailed review of plan / task progress reporting featuresUsing plan templates for recurring engagements
Nonprofit A&A Standards Update and New Developments 2024
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Webinar
2.00 Credits
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.