CPE Catalog & Events
Ethics Based Leadership for Women
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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Webinar
1.00 Credits
Member Price: $39
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
Foundations for a Strong Internal Audit Department
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Webinar
2.00 Credits
Member Price: $85
Internal audit definition challenges Independence challenges Charter challenges Authority challenges Actions Reporting challenges Introduction to risk-based auditing Risk-based auditing: steps and understanding Identifying, responding and concluding on risk Independence of audit plan When management says NO
1065 - Understanding Partnerships Tax Returns
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Webinar
2.00 Credits
Member Price: $79
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
Audit 307: Client and Profitable Engagement Management
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques
Surgent's Social Security: Dispelling Common Myths with Essential Truths
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Webinar
2.00 Credits
Member Price: $99
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Deferred Income Taxes: A Practical Approach 2024
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Webinar
4.00 Credits
Member Price: $159
Sample Schedule M calculations Sample work papers for deferred tax computations Comprehensive two-year example and computations Review and analysis of recurring temporary differences Identification of the sources to compute "cumulative temporary differences" Sample workpapers for analysis of tax positions
Timing Rules for Income Tax Compliance and Planning-Part 2 2024
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Webinar
4.00 Credits
Member Price: $159
What is a method of accounting, and why is the answer important? How to select and adopt a method of accounting When can income be reported for both cash and accrual method businesses? When are expenses to be reported for cash and accrual method businesses? How and when to account for inventory How and when to change a method of accounting Avoiding accounting method problems California-Federal timing differences Relevance of timing rules to the income tax provision for financial reporting
Forensic Accounting: Court Approved Methods of Proof
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.
Advanced Staff Tax Training: Individual 2024
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Webinar
8.00 Credits
Member Price: $299
Taxation of investments Reporting of business income and losses from pass-through entities including loss limitations Non-income taxes that impact individual income tax returns Retirement contributions and planning Alternative Minimum Tax (ATM) Social Security taxation Charitable contribution planning with limitations
Pension and Profit-Sharing Plan Strategies 2024
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Webinar
8.00 Credits
Member Price: $299
NEW!! The SECURE 2.0 Act Types of documents: advantages and disadvantages, where they fit and plan termination issues Types of retirement plans Plan selection and design Contribution and deduction limits and timing Reporting and disclosure: Form 5500 and participant communications Legislative environment In-plan Roth conversions
Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour
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Webinar
8.00 Credits
Member Price: $225
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
IRS Highly Effective Penalty Relief Strategies
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this course include:The basis for penalty reliefDiffering options for penalty reliefEmploying an effective strategy using different forms of penalty reliefAppealing any proposed rejectionsA clever penalty relief strategy for full pay case
Analyzing Financial Statements
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Improving Excel Productivity with AI 2024
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Webinar
1.00 Credits
Member Price: $49
Using ChatGPT to write Excel formulas Using Excel for Web's built-in AI capabilities VBA Workbook coding
Excel - From a Blank Sheet to a Finished Workbook
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional
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Webinar
4.00 Credits
Member Price: $129
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
Pass-Through and Corporate Annual Tax Update
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Webinar
4.00 Credits
Member Price: $213
Strategies for tax savings Business entity changes IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits
Taking Advantage of Array Formulas in Excel
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance.Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios.Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling.Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management.Using Array Constants: This section teaches how simplify the use of static values called Array Constants
Is Taking on CTA-Related Services Risky Business? 2024
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Webinar
1.00 Credits
Member Price: $49
Considerations for providing notice of the compliance requirements to clients who may be subject to CTA filing requirements. How firms should evaluate what, if any, services they may provide related to client’s CTA compliance, and the related risks. Provisions to include in engagement letters when engaged to provide assistance with CTA compliance.