CPE Catalog & Events
Effective Time Management
Available Until
Self-study
2.00 Credits
Member Price: $69
Prioritizing work Leveraging relationships Protecting work time Learning to say no
Eight Strategies for Mastering the AI Wave 2023-2024
Available Until
Self-study
2.00 Credits
Member Price: $69
The challenge of the pace of A.I. and emerging technologies. The relationship between technology and productivity. Increase your productivity with tools you already use. Recognize the relationship between productivity and value.
Elder Care Confidential
Available Until
Self-study
1.00 Credits
Member Price: $49
Elder Care Confidential, Cautionary Tales for Adult Caregiver and Caretakers of Parents and
Employee Compensation and Benefits 2022
Available Until
Self-study
4.00 Credits
Member Price: $89
Wages, salary and pay Tests for deducting pay to employees Selected types of compensation Payroll taxes Selected fringe benefits Interest-free & below-market loans Equity participation Advantages of nonqualified deferred compensation Funded company account plans Segregated asset plans
Entities and Title 2022
Available Until
Self-study
2.00 Credits
Member Price: $69
Individual ownership & sole proprietorships Corporations Trusts and co-tenancies Co-tenancy taxation, percentage interests and partition Partnership taxation and recapitalization Family partnerships Limited liability companies Retirement plans Custodianship Estate
Essential Legal Concepts with Tax Analysis
Available Until
Self-study
30.00 Credits
Member Price: $709
Asset Protection Alimony & Child Support Bankruptcy Divorce Settlements & Divisions Employment Entities & Title Insurance Property Dispositions Retirement & Employee Benefits Torts & Personal Injuries Wills & Probate Trusts
Estate Planning 2022
Available Until
Self-study
2.00 Credits
Member Price: $69
Estate planning team & administration Unlimited marital deduction & applicable exclusion amount Primary dispositive plans Trusts Annual gift tax exclusion Annuities and installment sales to family members Charitable remainder trusts Family limited partnerships Buy-sell agreements Family documents
Estate Planning Essentials
Available Until
Self-study
10.00 Credits
Member Price: $239
Estate Planning Estate & Gift Taxes Wills & Probate Trusts Post-Mortem Planning & Tax Return Requirements Estate Planning & The Internet
Estate Planning With Business Issues 2022
Available Until
Self-study
2.00 Credits
Member Price: $69
Unlimited marital deduction Simple will Types of trusts Charitable trusts Family documents Private annuities Business valuation Redemptions Lifetime dispositions Installment payment of federal estate taxes
Estate Planning With Selected Issues
Available Until
Self-study
21.00 Credits
Member Price: $529
Estate Planning Estate & Gift Taxes Wills & Probate Trusts Entities & Title Life Insurance, Annuities & Buy-sell Agreements Special Business Issues Estate Tax Freeze Rules Elderly & Disabled Planning Post-mortem Planning & Tax Return Requirements
Estate Tools and Trusts 2022
Available Until
Self-study
2.00 Credits
Member Price: $69
Build, preserve & distribute Legal documents Estate planning team Estate administration Estate planning techniques and devices Trusts
Ethics and Materiality 2023 On-Demand
Available Until
Self-study
4.00 Credits
Member Price: $99
AICPA Code of Professional Conduct Materiality Preparations Compilations Reviews
Excel Macros
Available Until
Self-study
2.00 Credits
Member Price: $69
Macro recorder Visual basic editor Quick access toolbar
Excel Power User Module 10: Getting, Preparing and Summarizing Data
Available Until
Self-study
2.00 Credits
Member Price: $69
External data Text files Data preparation Accounting system data Getting graphic
Excel Power User Module 1: Fundamental Features
Available Until
Self-study
2.00 Credits
Member Price: $69
Selected shortcuts Named references tables Data validation Conditional formatting basics
Excel Power User Module 2: Fundamental Functions, Concepts, Techniques
Available Until
Self-study
2.00 Credits
Member Price: $69
Better summing Skinny row Hide worksheets Highlight input cells Workbook organization Worksheet organization Nested functions Selection groups Workbook design principles
Excel Power User Module 3: Six Critical Excel Functions
Available Until
Self-study
2.00 Credits
Member Price: $69
Conditional summing basics with SUMIFS Remove duplicates Lookup basics Improving VLOOKUP with MATCH Improving VLOOKUP with VALUE and TEXT Moving beyond VLOOKUP with INDEX
Excel Power User Module 4: Handling Errors and Comparing Lists
Available Until
Self-study
2.00 Credits
Member Price: $69
Trap errors with IFERROR The IF function List comparisons The ISERROR function Multicolumn list comparisons with COUNTIFS Indentation Perform lookups with SUMIFS
Excel Power User Module 5: Date and Text Functions
Available Until
Self-study
2.00 Credits
Member Price: $69
Determine the last day of the month with EOMONTH Date parts: MONTH and YEAR Build your own date with DATE Concatenation basics Improve SUMIFS with CONCATENATE
Excel Power User Module 6: Time-Saving Techniques
Available Until
Self-study
2.00 Credits
Member Price: $69
Dynamic Headers Horizontal Reports Mapping Tables Data Validation and Reporting Improving Error Check with Boolean Values and the Logical AND Function