CPE Catalog & Events
Partnership & LLC (Form 1065) - Formation to Liquidation
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Online
8.00 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Online
1.00 Credits
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
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Online
1.20 Credits
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
The Controllers Role in Data Analytics and Big Data
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Online
1.50 Credits
Accounting Finance Financial Statements
The Controllership Series - The Future Role of the Controller Part 1
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Online
1.50 Credits
Accounting and Finance
Understanding and Preventing Budget Calamities
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Online
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
What's New in Excel
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Online
2.00 Credits
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
2024 Productivity Hacks for Working Remote
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Online
1.20 Credits
Virtual Work Remote Work Telecommuting Flexible Work Options
2024 Resolving Ethical Dilemmas-You Make the Call
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Online
1.50 Credits
Ethical frameworks Threats and safeguards to objectivity and independence
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Online
1.50 Credits
Accounting Finance Cashflow
2024 Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
2024 I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
2024 What's Changing in Risk Assessment
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Online
2.00 Credits
Risk Assessment Internal Controls SAS 145
Hold Your Horses! How Landmark Fraud May Have Been Avoided
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Online
2.00 Credits
The major topics covered in this course include:Key aspects of Rita Crundwell’s theftInternal controls that could have prevented the theftInternal controls that could have detected the theft in a timely mannerIndependence in both fact and appearanceLessons for CPA firmsLessons for government agencies
Resolving Ethical Conflicts
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Online
2.00 Credits
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
2024 All About Fraud - Examples, Prevention and Auditing
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Online
4.00 Credits
Fraud Professional Skepticism Report To The Nation Fraud Schemes Prevention
2024 Retirement Planning Issues: Where We Stand Now
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Online
4.00 Credits
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
Tax Practice Standards
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Online
2.00 Credits
Treasury Circular 230 AICPA Statements on Standards for Tax Services (SSTS) Internal Revenue Code (IRC) Common law
2024 Design Flexible Work Options To Attract & Retain Your Workforce
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Online
1.00 Credits
Flexible Work Options Employee Engagement Talent Management Strategy