CPE Catalog & Events
Lessons Learned from Successful Companies
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Webinar
2.00 Credits
Member Price: $95
Creating a visionary company, Traits of successful, visionary companies, Goal setting to create a successful organization, The role of experimentation and failure in achieving success, How successful organizations emphasize learning new skills, The role of effective communication in achieving corporate success, The importance of emotional intelligence in building corporate culture, How leadership can direct a company toward success.
Federal Tax Update Business with Greg & George WEBCAST
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Webinar
4.00 Credits
Member Price: $175
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
2023 Federal Tax Update
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Webinar
8.00 Credits
Member Price: $325
A review of the latest new law provisions affecting 2023 returns including provisions of the SECURE Act 2.0 and developmentsrelating to the Inflation Reduction Act 2 A review of any late-breaking 2023 tax legislation New regulations modifying the required minimum distribution (RMD) rules for 2023 An analysis of the new 2023 energy credits for energy efficient improvements to residences and rental property Electric vehicles qualifying for EV credits IRS’s new Employee Retention Credit Training Guide 1099-K reporting Digital asset reporting rules New tax cases, rulings, and regulations expected to have the most significant impact on individuals and businesses
Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements
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Webinar
8.00 Credits
Member Price: $260
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
CFO - Today's Staff Retention and Accounting
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Webinar
8.00 Credits
Member Price: $260
Staff Retention: Attract and Keep the Best People. Why do your best employees leave? Does it seem like you spend far too much time recruiting? Do your people leave just as they become productive? If you think your turnover is because the younger generations are different from earlier generations, you probably are not looking at the real source of the problem. We will review the facts and research about why people leave. Learn the changes you should make now! The real costs of turnover. Why do people leave? Definitive research. The twelve factors that make employees happy. Examples of great organizations Lifestyle issues. Exit interviews and stay interviews. Accounting for Equity Compensation Plans: Beware of the Pitfalls. In today's business world, there is a war for talent and organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward and recruit. The GAAP and tax accounting for equity compensation plans is not static and decisions that you make during plan set-up can have major consequences to your organization's bottom line and your management team's personal tax situations. We will review nuances and details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis and detailed accounting for these plans - this session will help you understand the issues and get it right the first time. Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans. Tax implications of equity compensation plans. Who and how an equity compensation plan should be administered? Compliance issues to consider. Recommendations to design a better equity compensation plan. Inventory Accounting: GAAP, Software and Variance Recognition. Proper inventory accounting is deceptively complicated. Do you have the required accuracy? Do you desire to become more thorough in inventory accounting, or need to refresh, or strengthen your inventory accounting skills? This session will help you get there quickly! The session focuses on the crucial components: GAAP inventory, inventory software, and methods for dealing with variances. GAAP accounting for inventory. Differences between GAAP versus cost accounting. Breaking down all the costs in: Bill of Materials, Labor, Overhead. Recognizing variance. Awesome Business Lessons from the Past: Learn from the Best!. Why not learn, or re-learn, some amazing business lessons from the past that are still effective today? What did Henry Ford do when annual employee turnover was 370% and workers demanded more pay? Sound familiar to today's world? Ford's solution worked! We see today's problems and believe that these problems have never occurred before. Not true. We will discuss timeless business lessons that are as practical today as when they were written decades ago. We will review; `How to Win Friends and Influence People,' `Today and Tomorrow,' and `The Art of War.' Let's learn from the very best, as these lessons have been battle tested and proven over time. The six methods to get others to like you. How to learn what others want. What are twelve ways to win others to your way of thinking? How to destroy your enemies. What are the fundamental principles of Henry Ford's success? Focus on technology, training and `Scientific Method'. Value of training and education. The need for fun. What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities. What are the traps to avoid? How to use these principles to move your organization forward.
Working Paper Documentation
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Webinar
2.00 Credits
Member Price: $95
Source of data for tax adjustments from books, Authority documentation, Case studies - good and bad workpapers
Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
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Webinar
4.00 Credits
Member Price: $164
The latest guidance from the IRS provided through regulations or administrative announcements, Reporting requirements for all relevant pass-through entities, Reporting for multiple activities within one entity, Allocating common items among multiple activities Section 199A Schedule K-1 reporting for tiered entities, Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property, Allocating Schedule 199A relevant amounts to beneficiaries of trusts using DNI, Handling separately stated items for which qualified business income status is determined at the shareholder or partner level, The effects of ownership changes on Schedule 199A reporting on Schedule K-1, Reporting publicly traded partnership income and REIT income to the partners or shareholders, Reporting aggregated activities, Allocating Schedule 199A amounts to partners when special allocations have been made by the partnership.
S Corporations: Advanced Workshop WEBCAST
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Webinar
8.00 Credits
Member Price: $260
Eligibility problems, including special problems for unincorporated entities. Shareholder requirements, including trusts. New compliance problems, including required accounting methods, attribution, and an unworkable tax shelter rule. Late and defective election relief for S corporations, Qualified Subchapter S Subsidiaries, and trusts. Financial distress problems of S corporations and shareholders.
IRS Disputes
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Webinar
4.00 Credits
Member Price: $164
The assessment process, Audit selection, examination, and the appeals process, Installment agreements, Offers in compromise, Advising delinquent taxpayers, The IRS collection process for tax liens, levy, seizure, and sale, Bankruptcy and the effect on tax liabilities, Practice before the IRS, Business taxation, Tax liens levy seizure, Fund recovery penalty.
Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Webinar
2.00 Credits
Member Price: $95
Understanding the time commitment required to start and run a business, Selecting a corporate structure to protect your personal assets, Building your product or service, Sales and marketing in your business, Establishing your owners, investors, managers, and employees, Accounting, recording-keeping, and other software programs, Leases, contracts, and employee agreements, Protecting intellectual property, Insurance, Business plans, Financing, Market position.
Tax Planning Based on Form 1040
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Webinar
8.00 Credits
Member Price: $250
Understanding the health care laws, Health savings accounts (HSAs), Alternative Minimum Tax-how to deal with it, Roth IRAs-proper use, The importance of AGI in tax planning, Alternative techniques and strategies using Section 529 plans, Small business owner strategies, Retirement planning strategies, Income shifting to children-a revised strategy, Strategic estate planning advice integrated with income tax planning
Making the Best of Bad Situations
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Webinar
8.00 Credits
Member Price: $250
Understanding the tax and non-tax issues in divorce, Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure repossession, and reporting of bad debts, Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents, Understanding the support issues for spouses and former spouses, Understanding support issues for children of divorced or separated parents and the tax treatment of back child support, Understanding the business issues involved when the parties to a business break apart, Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies.
Income Tax Accounting
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Webinar
8.00 Credits
Member Price: $260
Permanent and timing differences, Income tax expense, Effective tax rate, Current income tax liability, Deferred income tax assets and liabilities, Tax basis balance sheet, Uncertain tax positions, Tax benefits for carryforwards, Reporting and disclosure under ASC 740, ASC 740-20 intraperiod tax allocation
Federal Tax Businessl with Greg & George WEBCAST
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Webinar
4.00 Credits
Member Price: $175
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
This Year's Top Tax and Financial-Planning Ideas
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Webinar
4.00 Credits
Member Price: $164
Timely coverage of breaking tax legislation, The SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing stategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations, Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations, Considerations when selling a principal residence, Tax benefits of HSAs, An overview of the mechanics and practical considerations of Donor Advised Funds, A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions, An update on income tax and estate-planning ideas, including any recent changes, Tax ideas for the current year, Miscellaneous tax-planning techniques that can add up to significant tax savings, How to use the whole family for tax savings, Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings.
The Complete Guide to Preparing Forms 706 and 709
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Webinar
8.00 Credits
Member Price: $250
How to prepare a federal estate tax return (Form 706), How to prepare a federal gift tax return (Form 709), How to comply with "Portability", Issues involved in the preparation of the decedent's final federal income tax return (Form 1040), Various postmortem estate planning issues involved in the preparation of the abovementioned tax returns, Complete understanding of estate and gift taxation.
Advanced Topics in a Single Audit
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Webinar
8.00 Credits
Member Price: $260
Planning the compliance audit and other risk assessment considerations, Required elements of the SEFA, Major program determination process, including the considerations of, clusters, loans, and loan guarantees, Considerations when assessing and evaluating internal controls over compliance, Evaluating and reporting on applicable compliance requirements related to compliance testing, Considerations of pass-through entities and subrecipients, Audit sampling in a compliance audit, Advanced audit reporting issues
Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
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Webinar
2.00 Credits
Member Price: $95
Factors business owners should take into account when choosing a retirement plan, SIMPLE plans, Simplified employee pension plans, 401(k) plans, Defined benefit plans, Ensuring eligible employees are covered, Employees' impact on choice of plan, Ongoing compliance requirements, Establishing a plan after the tax year end, Changes to safe harbor 401(k) plans, Pooled employer plans.
What Tax Practitioners Need to Know About Medicare
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Webinar
2.00 Credits
Member Price: $95
Eligibility for Medicare, How to apply for Medicare, Introduction to Parts A, B, C, and D of Medicare, Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries, Late enrollment penalties, Medicare Advantage in lieu of original Medicare, The Affordable Care Act's impact on Medicare, Current and late breaking legislative and regulatory developments.
Individual Charitable Planning: Philanthropy for Income Tax Return Reporting
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Webinar
2.00 Credits
Member Price: $95
Which organizations are qualified to receive contributions?, Types of charitable contributions taxpayers can deduct, The deduction for quid pro quo contributions, Strategies for donating property that has decreased/increased in value, Figuring the deduction for contributions of capital gain property Importance of timing when making contributions, Considering QCDs if a taxpayer is at least 70 «, Specifics of donor advised funds, Deduction may be limited to 20%, 30%, 50%, or 60% of adjusted gross income depending on type of property donated, How to figure your deduction when limits apply, Contribution carryovers when your donation exceeds limits, What written statements should be received from qualified organizations?, What records should taxpayers keep? Substantiation requirements for cash contributions of less than/more than $250 Substantiation requirements for noncash contributions of less than $250 to over $500,000 When does taxpayer need an appraisal? How and where to report contributions for individual income tax reporting