CPE Catalog & Events

Leadership Mastery 2021 Webcast Series - Performance Execution: Long-Term Planning in a Short-Term World

Enhance your ability to stay focused, energized and thrive in times of uncertainty.

CFO Series: Key Tax Issues Part 2 WEBCAST

Navigating the New Interest Expense Limitation: Are you large enough to have your interest expense limited? This program will discuss how the new 30%/50% limit works and what happens to excess interest expense. We will examine how the new rules apply to partnerships, S and C corporations and their owners. This session will discuss reporting on Form 8990, as well as the 2022 problem. COVID-19 Losses - Going Backwards and Forwards: The Tax Cuts and Jobs Act (TCJA) made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of those changes. This session will dig into the new rules for deducting business losses. We will also address the new 5-year carryback, as well as amended returns and "quickie refunds."

State Tax Nexus FAQ: Frequently Awkward Questions WEBCAST

Frequently asked questions about income tax and sales tax nexus. New developments. Key factors in reviewing potential nexus consequences. Nexus road trip to eight large states. Free multistate resources.

Federal Income Taxation of Estates and Trusts Update WEBCAST

Review of essential IRC Sections. Review of new legislation. A quick look at the decedent's final return and how to allocate income between the decedent and fiduciary. What a tax practitioner needs to know about estate planning and probate. Overview of split-interest charitable trusts. What can and cannot be deducted on Form 1041. How to calculate the income distribution deduction. Fiduciary accounting. Proper handling of depreciation and rental losses. Calculating the estate tax deduction on income in respect of a decedent (IRD) ? Tips on building an estate practice.

Forensic Accounting: Fraud Investigations WEBCAST

Evidence in the investigative process. Tools used in forensic investigations. Conducting interviews. Forensic accounting reports. Expert witness testimony.

What Fraud Schemes Exist in Your Organization WEBCAST

Business Fraud Risk Framework. Cyber fraud. Misappropriation of assets. Money laundering. Financial statement fraud. Investing/Ponzi schemes. Bribery. Risk mitigation techniques.

CFO Series: Numbers Rule The World Part 1 WEBCAST

Numbers Rule the World, But They Don't Speak the Words: How can a numbers person master words and communication in an ever-changing and social dynamic? This session will reveal common communication mistakes financial professionals make and suggest practical solutions. Ethics in the Real World: Business ethics is not just something "nice to do" but can mean the difference between success, failure and survival in today's increasingly competitive environment. This session outlines eight steps to create an ethical business culture and provides specific ways for financial managers to make better ethical decisions. Controlling Management Continuity Risk: Does your organization risk operational disruption due to a key personnel loss? Are your internal auditors and risk management personnel routinely assessing your exposure to loosing key skills? This session could help your organization prevent its next crisis. 5 Marvelous Business Books in 100 Minutes: You know you should read some business books, but finding time is often hard to do. Come get a 20-minute executive summary of five business books. This session makes it easy to catch up with the latest thinking in five very different topics.

Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements WEBCAST

Overview of preparation. compilation. and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects. International reporting issues in SSARS engagements. Special Purpose Framework financial statement issues. Case studies. Latest developments.

U.S. GAAP: Review for Business & Industry and Public Accounting WEBCAST

The financial reporting environment. Summary of recent FASB releases. Financial accounting and reporting topics impacted by guidance recentlyissue or effective in the near term (such as leases and revenue recognition). Review of significant accounting and reporting topics.

Common Deficiencies in SSARS Engagement WEBCAST

Compilation and Review Engagements. Peer Review.

CFO Series: Numbers Rule the World Part 2 WEBCAST

Controlling Management Continuity Risk: Does your organization risk operational disruption due to a key personnel loss? Are your internal auditors and risk management personnel routinely assessing your exposure to loosing key skills? This session could help your organization prevent its next crisis. 5 Marvelous Business Books in 100 Minutes: You know you should read some business books, but finding time is often hard to do. Come get a 20-minute executive summary of five business books. This session makes it easy to catch up with the latest thinking in five very different topics. Save time, learn the key lessons of five business books in just 100 minutes.

Form 990: Best Practices for Accurate Preparation WEBCAST

Form 990 filing requirements. Form 990 preparation sequencing and how to pull together necessary data. Keys to getting Form 990 preparation correct the first time. Addressing presence of related organizations. Identification of managers and measurements of their compensation. Form 990 versus books-and-records financial statement detail. Disclosures of governance inputs and Boards' employ of policies.

Annual Conference

Addressing Common Documentation Deficiencies WEBCAST

Audit Qauality Initiative, AU-C 230

Government GAAP Update WEBCAST

GASB 84, Fiduciary Activities and GASB 87

Integrated Estate, Financial, and Asset Protection Planning - A Breakthrough Approach WEBCAST

Initiating a "total plan" (in a nutshell). Managing risk within the total plan. Life insurance-needs analysis and tax concepts. Tax benefits in education planning. Planning for disability. Basic issues in planning for death. Planning for IRA and qualified plan distributions. Estate/financial/asset protection intake issues.

Tax Research II WEBCAST

The elusive nature of tax questions. Assessing and applying authority. External communications. Research methodology for tax planning comprehensive examples.

Tax Research I WEBCAST

Online Tax Research methodology. Authoritative Tax Hierarchy. The power of professional language in business writing. Book/Tax Adjustment documentation. Tax Return support documentation.

CFO Series: Preparing For Growth WEBCAST Part 1

Advanced Capital Budgeting for Effective Decisions: Traditional, static models are not enough. An integrated capital budgeting approach will result in greater overall returns and stronger impact to the bottom line. Optimizing Working Capital Management: Cash is "King", but it does not manage itself. This session will explore short-term, mid-term, and long-term cash management techniques. Making Internal Audit an Asset for the CFO: Sarbanes Oxley (SOX) created a specific deliverable for Internal Audit causing many CFO's to underutilize this important resource by not focusing on the other areas where Internal Audit can improve controls and productivity and reduce cost and risk. Closing Best Practices: Shorten Month-End: You don't have to sacrifice accuracy for speed. This session will show you how to close month-end faster, better and cheaper.

Intermediate Individual Taxation WEBCAST

Fringe benefits. Retirement plan distributions. Hobby losses. Home Offices. Depreciation and amortization. Tax Credits.