CPE Catalog & Events
Tax and Financial Planning for Retirement
Available Until
Self-study
18.00 Credits
Member Price: $439
Financial Tax Planning Building an Estate Preservation of Wealth Deferral Reduction Income Splitting Elimination Estate Planning Asset Protection
Tax, Bankruptcy & Financial Problems (expanded)
Available Until
Self-study
19.00 Credits
Member Price: $469
Bankruptcy Transfers Incident to Divorce Asset Protection Medical, Charitable and Casualty Debt Cancellation & Foreclosure Repossession Bad Debts Elderly & Disabled Planning Estate Planning
Tax, Bankruptcy and Financial Problems 2022
Available Until
Self-study
3.00 Credits
Member Price: $89
Federal bankruptcy Marital property settlements - 1041 Asset protection Medical costs -213 Casualty & theft losses - 165 Debt cancellation and foreclosure, repossession and bad debts Elderly and disabled planning Catastrophic illness and healthcare decisions Supplemental security income and disability benefits Estate planning and primary dispositive plans
Telehealth Implementation: Lessons Learned
Available Until
Self-study
1.00 Credits
Member Price: $49
Pandemic Effects on Healthcare Organizations COVID regulatory Issues Telehealth Implementation: Lessons Learned
The Association Between Audit Office Team Diversity and Audit Quality
Available Until
Self-study
1.00 Credits
Member Price: $49
The Association between Auditor Provided Tax Planning and Tax Compliance Service
Available Until
Self-study
1.00 Credits
Member Price: $49
Tax non-audit services; tax avoidance; tax risk; effective tax rates; tax volatility.
The Cost of Capital - The When, Why & How
Available Until
Self-study
1.50 Credits
Member Price: $59
Defining Capital & Capital Structure Theories Calculating Weighted Average Cost of Capital (WACC) Cost of Common Equity Cost of Debt Cost of Preferred Equity Importance of WACC Other Quantitative Measures Choosing Debt vs. Equity Summing It Up
The Disclosure and Consequences of U.S. Critical Audit Matters
Available Until
Self-study
1.00 Credits
Member Price: $49
Critical audit matters (CAM) PCAOB Expanded audit report XBRL Footnote disclosure Textual analysis Market reaction Unexpected disclosures Audit quality Audit fees
The Employee Evaluation Review
Available Until
Self-study
2.00 Credits
Member Price: $69
Performance cycle How to prepare a review How to deliver a review
The Impact of Benefit Plan Audits on the Financial Statement Audit
Available Until
Self-study
1.00 Credits
Member Price: $49
Benefit Plan Audits Financial Statement Audit
The Impact of Blockchain Technology Adoption Announcements
Available Until
Self-study
1.00 Credits
Member Price: $49
Blockchain (BC) Transformative strategic role Leading vendors Event study Market reactions
The Importance of Leader Training to DEI Success
Available Until
Self-study
1.00 Credits
Member Price: $49
Diversity Equity Inclusion
The Intersection of Accounting & Sustainability 2023
Available Until
Self-study
1.00 Credits
Member Price: $49
What Sustainability is in today's world and why a business owner should care How Sustainability Frameworks are starting to shift business Where accounting fits into the Sustainability and ESG puzzle The benefits of embracing Sustainability frameworks A focused look at B Corporation certification
The New Psychology of Fraud Part 1 2023-2024
Available Until
Self-study
2.00 Credits
Member Price: $69
Behavioral profiling Psychology and reasoning related to both investigators and perpetrators
The New Psychology of Fraud Part 2 2023-2024
Available Until
Self-study
2.00 Credits
Member Price: $69
The neuroscience of psychopathy The psychology of skepticism Psychology and reasoning related to both investigators and perpetrators
The Risk Management Process & Insurance Fundamentals
Available Until
Self-study
2.00 Credits
Member Price: $79
Risk Basics & Basic Terminology Risk Management Process Elements of a Risk Register Risk Control vs. Risk Financing Common Insurance Terms Sections of an Insurance Policy Insurance Policies Rules of Thumb Summing It Up
The Ultimate Guide to Retirement Planning
Available Until
Self-study
31.00 Credits
Member Price: $709
Mapping mechanics Common pitfalls Popular retirement myths Defining retirement Developing a plan Savings Assets
Time Management for CPAs
Available Until
Self-study
2.00 Credits
Member Price: $69
Building an effective time management framework Three time factors-time wasters, time savers and time management techniques Managing "oneself" to improve the management of time
Top 10 Things Financial Planners Need to Know About Estate Planning 2023
Available Until
Self-study
8.00 Credits
Member Price: $199
Exemptions and exclusions Portability and step-up in basis Asset valuation Discounts Marital and charitable deductions Deductions: Transmission expenses and Administration expenses (706 or 1041) Income in respect of a decedent and retirement plan assets Life insurance and annuities Trust or estate administration Trust funding
Top 5 Ways to Fund Your Retirement
Available Until
Self-study
1.00 Credits
Member Price: $49
Will Your Advance Directive Protect You Both Personally and Financially? Creating Trusted Planning Relationships Retirement Plans, Roth Planning and Conversions Reverse Mortgages