CPE Catalog & Events
Professional Conduct & Ethics: Dealing with Ethical Crises
Available Until
Self-study
4.00 Credits
Member Price: $99
Discover tools to help you in ethical decision making. Cover highlights from the revised AICPA Code of Professional Conduct. How to communicate delicate issues. Explore real-life case studies (including Wells Fargo, Google). When doing the right thing may not be enough.
Professional Ethics: AICPA's Comprehensive Course & Exam (for licensure)
Available Until
On Demand
0.00 Credits
Member Price: $240
Conceptual framework AICPA Code of Professional Conduct Independence Ethics Acts discreditable to the profession
Property Dispositions 2022
Available Until
Self-study
2.00 Credits
Member Price: $69
Capital gains Home sales Installment method Contingent payments or price Section 1031 like-kind exchanges Delayed exchange regulations Actual and constructive receipt rule Foreclosure Repossession Condemnations
Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2023-2024
Available Until
Self-study
1.00 Credits
Member Price: $49
Alteryx terminology The complementary relationship between Alteryx and Excel Importing data into Alteryx: an introduction to the Input Data Tool The Select Records Tool The Dynamic Rename Tool The Output Data Tool
Regulation and Tax Preparer Qualifications
Available Until
Self-study
1.00 Credits
Member Price: $49
Certification Regulation Occupational licensing Tax preparation
Relationship Between Real Estate and Estate and Trust Planning
Available Until
Self-study
1.00 Credits
Member Price: $49
Tax proposals Estate planning Valuation discounts
Reporting Bond Premiums on Taxable and Tax-Exempt Securities 2022
Available Until
Self-study
2.00 Credits
Member Price: $59
History of current 1099 reporting of fixed income securities What treatment is required versus what can be elected Examples using actual 1099 forms
Reporting Interest and Gain from Tax-Exempt Securities
Available Until
Self-study
2.00 Credits
Member Price: $69
History of current 1099 reporting of fixed income securities What treatment is required versus what can be elected Examples using actual 1099 forms
Repurposing Real Estate
Available Until
Self-study
1.00 Credits
Member Price: $49
Capitalization Issues 1031 Exchange
Reserves Planning
Available Until
Self-study
1.00 Credits
Member Price: $49
How Non-Profits are Navigating the Great Resignation Best Practices to Effectively Train Your Board/Finance Members Due Diligence for M&A in the Non-Profit Space Single Audit Update Implementation of New Standards Audit Standards Update
Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About
Available Until
Self-study
5.50 Credits
Member Price: $169
Decision Making Theory Compensation & Employee Satisfaction What benefits do employees care about? Retirement Plan Basics Health Insurance Basics Disability Insurance Basics Life Insurance Basics Fringe Benefits Summing It Up
Retirement Distributions: Planning Options 2022
Available Until
Self-study
8.00 Credits
Member Price: $199
Roth IRA: The right choice? Income tax treatment of distributions from pension, profit sharing, 401(k), IRA, Keogh and Sec. 403(b) plans. New relief for late rollovers and disaster victims. Strategies for distributions before age 59.5. Laws, regulations and IRS rulings concerning plan distributions. Avoiding the 50 percent penalty on deficient distributions. Integration of estate planning with distribution decisions. Surviving spouse opportunities and dilemmas. Self-directed IRA investment problems.
Retirement Penalties and Rollover Issues 2022
Available Until
Self-study
2.00 Credits
Member Price: $69
History of the 60-day Rule and Recent Developments Rulings and self-certification Exceptions to the ten percent penalty What the IRS knows: Forms 1099R and 5498 Form 5329 use and strategies
Retirement Plans 2022
Available Until
Self-study
4.00 Credits
Member Price: $89
Qualified deferred compensation Basic requirements of a qualified pension plan Basic types of corporate plans Types of defined contribution plans Self-employed plans - Keogh Distribution and settlement options of IRAs Tax-free rollovers for IRAs Roth IRAs Simplified employee pension plans (SEPs) SIMPLE plans
Risk Assessment Standards When Auditing Privately-Owned Companies
Available Until
Self-study
4.00 Credits
Member Price: $99
Review of applicable auditing standards for risk assessment Identification and discussion of high-risk audit areas Discussion and analysis of control risk vs. inherent risk Practical approach to auditing companies where controls are minimal or not adequately documented Detailed discussion and examples of risk assessment procedures and alternative approaches
Road to Post-Separation Accounting and Reimbursements
Available Until
Self-study
1.00 Credits
Member Price: $49
Tax Issues: Technical vs. Practical Business Valuation for Family Law
Road to Profitability: Separate Property Subject to Community Claims
Available Until
Self-study
1.00 Credits
Member Price: $49
Tax Issues: Technical vs. Practical Business Valuation for Family Law
Road to Success: Burden of Proof Refresher
Available Until
Self-study
1.00 Credits
Member Price: $49
Tax Issues: Technical vs. Practical Business Valuation for Family Law
Roadmap to Investment Characterization
Available Until
Self-study
1.00 Credits
Member Price: $49
Tax Issues: Technical vs. Practical Business Valuation for Family Law
Robotic Process Automation (RPA) Implementation Case Studies in Accounting
Available Until
Self-study
1.00 Credits
Member Price: $49
Robotic Process Automation Accounting