CPE Catalog & Events
Form 1120S - Preparation and Analysis
-
Online
2.00 Credits
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations
Coaching Skills That Improve Performance
-
Online
4.00 Credits
Coaching Effective Communication
Next Steps Series - Development: Moving From Employee to Manager to Leader
-
Virtual
1.00 Credits
The differences between being an employee versus a manager or leader New skills needed Letting go of your old role Building a coaching culture Motivating people Goal setting Leader credibility Delegating tasks Handling feedback Managing friends Aligning Leadership with Strategy
Business Longevity - Is Your Business Wobbling?
-
Online
4.00 Credits
Business Management Organization
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
-
Online
1.00 Credits
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Imagining a World Without Non-Competes
-
Online
1.00 Credits
Federal non-compete law State non-compete law
ESOPs as a Succession Strategy
-
Online
1.00 Credits
Succession Planning Employee Benefits Tax Advantages
Governmental Accounting 101
-
Online
2.00 Credits
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
International Tax Treaties
-
Online
2.00 Credits
Tax treaties Tax impact of cross-border transactions
The Controllership Series - The Controllers Role in Procurement Function
-
Online
1.20 Credits
Accounting Finance Procurement
It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims
-
Online
1.00 Credits
Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.
The Controller Function - Inventory Part 1
-
Online
1.80 Credits
Accounting Finance Operations
Tax Power Ethics for Tax Professionals
-
Online
2.00 Credits
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
Tax Practice Quarterly: Navigating Innovation in Tax
-
Virtual
2.00 Credits
Innovation in tax technology Gen AI use in tax practices
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
-
Online
1.00 Credits
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
-
Online
1.50 Credits
Accounting Finance Procurement Inventory
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
-
Online
2.00 Credits
The SECURE Act 2.0 - Planning Opportunities for Employers
-
Online
1.00 Credits
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
-
Online
1.00 Credits
Accounting Finance Procurement Operations
Peer Reviewer Forum: Q2
-
Virtual
1.00 Credits
Discussion of recent Peer Review Board activity Update on Enhancing Audit Quality (EAQ) initiatives