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CPE Catalog & Events

Conferences/UACPA Classes 162 Chapter/Special Events 11 Ethics 930 Webinars 22274 Self Study/On Demand 77 All 23452

Showing 23452 All Results

360 Budgeting: A Holistic Approach to Process and Solutions

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Webinar

8.00 Credits

Member Price: $225

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types

Steps to Stop External Fraud

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators

The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud

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Webinar

1.50 Credits

Member Price: $59

Accounting Finance Procurement Inventory

Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts

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Webinar

2.00 Credits

Member Price: $79

The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating

Understanding and Preventing Budget Calamities

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Webinar

2.00 Credits

Member Price: $79

Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types

Audit 403: Fraud Trends - Applying Real-Life Lessons

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud

Profitability Pricing: Boost your Bottom Line

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Webinar

2.00 Credits

Member Price: $79

Competitive bids Achieving target profitability   

How to Review Financial Statements 2024

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Webinar

4.00 Credits

Practice reviewing financial statements Financial statement case studies

Internal Control: Understanding and Testing 2024

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Webinar

4.00 Credits

Review of the audit requirements stated in the auditing standards regarding internal control activities Analysis of the control environment, concentrating on privately-owned businesses A detailed discussion of an effective system of internal control and related control activities as detailed in the updated COSO report Sample risk assessment procedures to determine control risk for all major assertions Discussion of how to reduce control risk to below maximum Specific tests of controls that can be beneficial to a financial audit Discussion of the requirements to test controls for Governmental audits

Forensic Accounting: When The Office Is A Crime Scene

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Webinar

4.00 Credits

Member Price: $149

The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions

Comprehensive S Corporation Taxation Form 1120S 2024

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Webinar

8.00 Credits

Learn how to qualify and to make the S corporation election Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation

Merger and Acquisition Planning and Best Practices

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Webinar

8.00 Credits

2024 Creative Strategies for Buying, Selling, or Gifting a Business

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Webinar

8.00 Credits

Member Price: $225

Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)

Erase the Mark: Best Practices in Penalty Abatement

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.

Transition from SSAE 16 to SSAE 18

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Webinar

1.00 Credits

Member Price: $45

SSAE 18 Intent Impact of Change Subservice Organization Modifications of SSAE 18 Monitoring Risk Assessment Complimentary Controls Evidence

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

2024 Performance Management - Hiring to Retiring

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Webinar

1.20 Credits

Member Price: $39

Employee Engagement Recruiting/Staffing Talent Management Employee Relations

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  

Internal Control Changes for Remote Workers

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.

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