CPE Catalog & Events
Cost and Pricing Models: Creating an Effective Tool
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Webinar
2.00 Credits
Member Price: $79
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit
Key Cybersecurity Controls for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The five key tenets of cybersecurity: Identify, Detect, Protect, Respond, RecoverReview specific cybersecurity controls within each of the five cybersecurity tenetsHow to appropriately assess key cybersecurity controls
Providing Tax Advice: Professional Standards 2023
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Webinar
2.00 Credits
Member Price: $89
• Overview of the various types of advice tax professionals provide clients • The preparer penalties • The duty to advise clients with regard to potential taxpayer penalties • The primary AICPA rules with regard to advising and communicating tax advice • Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority
Tax Planning for Seniors 2023
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Webinar
4.00 Credits
Member Price: $159
• Income for seniors: from earnings and investments • Tax Deductions: planning, bunching, strategies • Effect of income tax strategies on an estate plan • Planning to help family members
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Webinar
4.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Advanced Personal Financial Planning Update 2023
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Webinar
8.00 Credits
Member Price: $299
• Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care • Debt management, including reverse mortgages and education financing • Insurance and investments from a life-planning perspective • Income tax legislation, cases, and rulings • Estate and trust planning strategies
Federal Tax Update: Comprehensive Business Tax-Forms 1065, 1120S and 1120 2023
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Webinar
8.00 Credits
Member Price: $299
• Review of recent federal legislation and administrative rulings • Review of recent modifications to tax forms • Review of small business tax law and administrative update changes • Review of retirement plan changes • Overall review of tax practice and procedures
Taxation of Judgements and Settlements
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Types of damages or remedies that can be awarded or agreed upon pursuant to litigationReview of the Internal Revenue Code and regulations governing the taxation of various types of litigation paymentsSuggestions for drafting pleadings or settlement agreements
Handling Cannabis Tax Examination 2023
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Webinar
1.00 Credits
Member Price: $49
• Federal and state tax law issues for cannabis businesses • Key planning strategies to minimize tax liability and avoid audits • Section 280E • Ownership structures • Deductions • Navigating IRS examinations of cannabis businesses
When Leadership Fails
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Webinar
2.00 Credits
Member Price: $79
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Accounting for Digital Assets Under U.S. GAAP, Part III
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Webinar
2.00 Credits
Member Price: $118
How to recognize a derivative or embedded derivative in a digital asset transaction How to determine if a derivative or embedded derivative meets the net settlement criterion Understand the financial statement impact and disclosure considerations related to derivatives and embedded derivatives How the mining process is used to validate transactions How revenue is recognized by mining entities.
Current Audit Environment and ASB Activity
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Webinar
2.00 Credits
Member Price: $118
Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning
Data Analytics: Practical Insights for Today's Accountant
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Webinar
2.00 Credits
Member Price: $79
Explore new tools and client engagement techniques using data analytics Introduction of popular software tools Examine the AICPA’s Five-Step Approach to data analytics in an audit engagement.
The Art of Conversation: A Relationship Approach to Networking
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Webinar
2.20 Credits
Member Price: $79
Networking Relationship Management
S Corporation Essentials: Review & Update
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Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt Schedules K-2 and K-3 reporting S corporation open account debt
Audit 206: Analytical Procedures - Audit Fundamentals
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Identifying risk of material misstatement through preliminary analytic review proceduresEnsuring sufficient appropriate audit evidence is gathered through final overall analytic reviewEstablishing expectations for analytic proceduresProperly designing, documenting and evaluating the results of substantive analytic review proceduresDisaggregating substantive analytics for stronger resultsFactors impacting the design of substantive analytic proceduresCommon pitfalls in performing substantive analytic procedures
Secure Act 2.0 - Everything that you Need to Know
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Webinar
2.20 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
Mind the Gap: Embrace Generational Diversity, Maximize Talent
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Webinar
1.50 Credits
Member Price: $94
Review of the forces and factors creating each of the generations Description of each generation's strengths, weaknesses, likes, dislikes, and values Discussion of each generation's desired methods of: working, learning, leadership and communication
Pricing for Profitability: How Finance Can Save The Bottom Line
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Webinar
2.00 Credits
Member Price: $79
Develop strategy Understand value from the customer's perspective Understand your competitor's value proposition Manage capacity Understand real cost
Cost and Pricing Models: Creating an Effective Tool
-
Webinar
2.00 Credits
Member Price: $79
Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit