CPE Catalog & Events
Excel Power User Module 7: Introduction to PivotTables
Available Until
Self-study
2.00 Credits
Member Price: $69
PivotTable basics Row fields Value fields Column fields Filter fields Updating data Groups and subtotals Value formats
Excel Power User Module 8: PivotTable vs. Formula-Based Reports
Available Until
Self-study
2.00 Credits
Member Price: $69
Report type comparison options Report layout and design Multiple value fields Calculated fields Calculated items
Excel Power User Module 9: PivotTable Wrap-Up and Web Data
Available Until
Self-study
2.00 Credits
Member Price: $69
Show values as Sorting Filtering Hybrid reports with GETPIVOTDATA Web data
Exploring Client Advisory Services - 2024 Tax Update
Available Until
Self-study
5.50 Credits
Member Price: $169
Common Tax Deadlines & Penalties Employee Retention Credit New Developments Beneficial Ownership Information Reporting Bonus Deprecation Changes Form 1099 Reporting & Changes Online Accounts & IP PINs Virtual Currency Updates Green Energy Credit Compliance
Exploring Client Advisory Services - Entity Types
Available Until
Self-study
1.00 Credits
Member Price: $39
Business Entity Considerations Flowthrough Entities SelfEmployment Taxes Guaranteed Payments QBI Deduction Double Taxation Review Questions Summing It Up
Exploring Client Advisory Services - Independent Contractors vs Employees
Available Until
Self-study
1.00 Credits
Member Price: $39
Why care about worker classification? 3 Categories of Factors: Employee vs Contractor Voluntary Classification Settlement Program Hiring New Employees Hiring New Contractors Backup Withholding Expense Reimbursements Accountable Plans Types of 1099s Taxation of Scholarships Electronic Filing Thresholds for 1099s Summing It Up
Exploring Client Advisory Services - New Business Compliance & Working with a Tax Preparer
Available Until
Self-study
2.00 Credits
Member Price: $79
Basics of establishing a new business entity Estimated Taxes Withholding & Unemployment Basics of 1099s What to give your tax preparer
Exploring Client Advisory Services - The Accounting Equation & Natural Account Balances
Available Until
Self-study
1.00 Credits
Member Price: $39
Financial Statements & Accounting Accounting Equation & Different Types of Accounts Basics of DoubleEntry Bookkeeping Natural Account Balances
Exploring Client Advisory Services - Types of Business Entities
Available Until
Self-study
1.50 Credits
Member Price: $59
Financial Planning Pyramid What to consider when picking an entity Single Member LLC vs. Sole Proprietorship Corporations S vs. C Double Taxation
Family Law Virtual Conference 2022 On-Demand
Available Until
Self-study
7.00 Credits
Member Price: $249
Case Law Update Tax Issues: Technical vs. Practical Searching for Missing Assets and Income: From Cash to Venmo to Crypto-currencies Business Valuation for Family Law Best Practices: Packaging Your Case for Mediation or Trial Judges' Panel
Family Law Virtual Conference 2023 On-Demand
Available Until
Self-study
8.00 Credits
Member Price: $285
Case Law Update Technical Aspects of Business Valuation How Two Reasonable Experts Can Come Up with Different Values Technology Updates The Art of Tracing Brokerage, Investment and Other Financial Accounts Judges' Panel
Family Tax Planning 2022
Available Until
Self-study
2.00 Credits
Member Price: $69
Filing status and exemptions Divorce costs Child, dependent care and adoption credits Education expenses, credits and deductions Medical costs Charitable contributions Casualty and theft losses Home sales and mortgage interest Property rights Elderly, disabled and estate planning
Fast Track Retirement Planning (expanded)
Available Until
Self-study
17.00 Credits
Member Price: $409
Popular retirement myths Defining retirement & determining retirement income needs Savings Assets Social Security Retirement plans Distributions from retirement plans Nonqualified deferred compensation Life insurance Estate planning
Fast Track Retirement Planning 2022
Available Until
Self-study
3.00 Credits
Member Price: $89
Popular retirement myths Defining retirement & determining retirement income needs Savings Assets Social Security Retirement plans Distributions from retirement plans Nonqualified deferred compensation Life insurance Estate planning
Fraud Investigation Reporting
Available Until
Self-study
1.00 Credits
Member Price: $49
Fraud Investigation Reporting
Fraud Stories Series: Accounting Fraud
Available Until
Self-study
2.00 Credits
Member Price: $69
Fraud Internal Controls Auditing Ethical Issues Advanced Accounting Issues Risk Management
Fraud Stories Series: Crypto Promises
Available Until
Self-study
2.00 Credits
Member Price: $69
Fraud Internal Controls Auditing Ethical Issues Advanced Accounting Issues Risk Management
Fraud Stories Series: Modern Pirates
Available Until
Self-study
2.00 Credits
Member Price: $69
Fraud Internal Controls Auditing Ethical Issues Advanced Accounting Issues Risk Management
Fraud Stories Series: Revisiting the Pyramids and Ponzi Schemes
Available Until
Self-study
2.00 Credits
Member Price: $69
Fraud Internal Controls Auditing Ethical Issues Advanced Accounting Issues Risk Management
Gaining a Competitive Advantage - Critical Skills for CFOs and Controllers
Available Until
Self-study
2.00 Credits
Member Price: $79
Measuring the Organizational value: Friedman Theory Measuring the Organizational value: 2020 IFAC and the AICPA Guidance Business Value Investor Perception of Value Data and the Role of the CPA Top 15 Cybersecurity Threats for 2020 Societal Value Summing It Up