CPE Catalog & Events
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
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Online
4.00 Credits
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property Explain the use of both "inside" and "outside” basis determination Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process
Accounting for and Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Are Those Independent Contractors Really Independent Contractors?
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Online
1.00 Credits
Classification of workers as employees or independent contractors
2024 FASB Update and Review
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Online
2.00 Credits
Review of FASB updates that will affect near-term reporting Identify future topics that may soon be addressed by the FASB
Excel - Auditing Your Spreadsheets for Maximum Accuracy
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Online
2.00 Credits
The major topics that will be covered in this class include:Proofing techniquesExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Online
2.00 Credits
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Excel - Working with Text, Date & Time Functions & Formulas
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Online
2.00 Credits
The major topics that will be covered in this class include:Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerform date and time calculations with the Date & Time functions
2024 Financial & Tax Accounting for Partnerships & LLCs
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Online
4.00 Credits
Review of the Accounting Standards Codification and its application to partnerships and LLCs Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs Completion of the Form 1065 Schedule M-1 Financial accounting for the operations of a partnership/LLC
Dashboard and Report Design Principles Using Excel
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Online
4.00 Credits
How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
The Social Media Blueprint for Accounting Firms
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Online
1.00 Credits
The major topics covered in this course include:An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy.Current trends in lead generation using social platforms.Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts.
Business Longevity - Is Your Business Wobbling?
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Online
4.00 Credits
Business Management Organization
A Better Way to Choose Your KPIs
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Online
1.00 Credits
KPIs Performance measures Metrics
2024 Forgotten Managerial Accounting Tools
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Online
2.00 Credits
Cost-volume-profit analysis, including target profit and break-even calculations Relevant costs and decision-making Activity-based costing Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
2024 Partnerships and S Corporations: How to Calculate Basis
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Online
4.00 Credits
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside” basis determination Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting
Legal Planning for Care Giving of Elderly/Disabled Clients
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Online
1.00 Credits
The major topics that will be covered in this course include:Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.
Contract and Procurement Fraud
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Online
2.00 Credits
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Excel - Building Powerful Lookup & Reference Formulas
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Online
2.00 Credits
•Advanced search and data retrieval with LOOKUP, INDEX and MATCH functions •Speeding up worksheet creation with the INDIRECT function •Conditions with the LOGICAL functions (IF, AND, OR, NOT) •ERROR checking functions
Small Business Risk Avoidance
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Online
4.00 Credits
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
2024 Annual Update for Governmental Accountants & Auditors
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Online
8.00 Credits
The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Yellow Book and Single Audit engagements.Yellow Book independence requirements.Changes to the Uniform Guidance.2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.
Ethics Based Leadership for Women
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Online
2.00 Credits
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