CPE Catalog & Events
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
-
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
Simplify Outlook Meeting Scheduling with Office 365 Bookings
-
Online
1.00 Credits
The major topics covered in this course include: Overview of the Bookings app functionalityStep by step demonstration of how to setup your private Bookings web pageDefining your meeting types / servicesConfiguring text message reminder notificationsSetting your scheduling policiesCustomize your Bookings page form to capture important information while booking an appointment.Integrate with Microsoft Teams Meetings
2024 Listening to the Statement of Cash Flows
-
Online
2.00 Credits
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Assessing Independence Under the New Yellow Book
-
Online
1.00 Credits
Independence Threats Safeguards
Building Trust in Remote Teams: Catalyze Collaboration and Communication
-
Online
1.00 Credits
Communication Teamwork Collaboration
A Better Way to Choose Your KPIs
-
Online
1.00 Credits
KPIs Performance measures Metrics
Giving Feedback that Delivers Results
-
Online
1.20 Credits
Communicaiton Performance Reviews Feedback Management Leadership
Maintaining a Harmonious Working Environment
-
Online
1.20 Credits
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
2024 Financial & Tax Accounting for S Corporations
-
Online
4.00 Credits
Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations Review of the AICPA "small" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for S corporation shareholder equity account
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
-
Online
4.00 Credits
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
KPI Bootcamp for Small Businesses
-
Online
5.00 Credits
Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
Internal Control Frameworks for Single Audit
-
Online
1.00 Credits
Auditing COSO 2013 Update
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.
2024 Analytical Procedures: Practical Applications and Standards
-
Online
2.00 Credits
Discussion of analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Cash Management: Strategies for Long-Term Success
-
Online
2.00 Credits
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
2024 FASB Update and Review
-
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
2024 Internal Control Fundamentals
-
Online
2.00 Credits
Risk Assessment Internal Controls COSO
Advanced Cost Accounting
-
Online
2.00 Credits
Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity
2024 Fiduciary Accounting for Estates and Trusts
-
Online
4.00 Credits
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Key Considerations For Setting Up A Crypto Payment System
-
Online
1.00 Credits
The major topics covered in this class include:Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mindSpecific steps, the opportunities, and the challenges connected with implementing a crypto payment systemDocumenting accounting implicationsExternal resources will be provided in order additional context and information