CPE Catalog & Events
The Dark Web & Cybersecurity for Tax and Accounting Pros
-
Online
2.00 Credits
The major topics covered in this course include:Understanding the Dark WebDifferences between the Deep Web and the Dark WebPotential threats from the Dark WebCase studies of Dark Web exploitation in accountingStrategies for mitigating Dark Web threatsImplementing effective cybersecurity measuresRole of accountants in addressing Dark Web threats
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
-
Online
1.00 Credits
Emotional Intelligence Communication Teamwork
The Bookkeeper Goes to Prison
-
Online
2.00 Credits
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Understanding the New Forms K-2 and K-3
-
Online
2.00 Credits
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Enact Retaliation Abatement and Monitoring Measures
-
Online
1.00 Credits
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
The Controllership Series - The Financial Close Process
-
Online
1.50 Credits
Accounting Finance Financial Statements
2024 Internal Control Best Practices
-
Online
2.00 Credits
Internal Controls Frameworks
2024 How to Audit Expenses & Payables
-
Online
2.00 Credits
Introduction to Auditing Expenses Assertions Risk Assessment
Ethics - Regulatory and Standards Update
-
Online
2.00 Credits
The major topics that will be covered in this class include:Recent ethics standards changes that impact your practice.Key regulatory changes and initiatives affecting CPAs and the future of the profession.Emerging issues and standard-setting activity that could affect your practice.Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.How failure to follow the standards can result in unwanted regulatory actions and publicity.
IRS Highly Effective Penalty Relief Strategies
-
Online
1.00 Credits
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
ProActive Response Group De-Escalation Training
-
Online
1.20 Credits
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Bounded Ethicality: Exploring the Limits of Ethical Behavior
-
Online
1.00 Credits
The major topics covered in this course include:Internal transparencyImplicit associationConcrete versus abstract processingTemporal biasEthical fading
The Role of HR in Business Sustainability
-
Online
1.20 Credits
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
The Impact of ESG Matters on Financial Reporting and Audits
-
Online
2.00 Credits
The major topics covered in this class include:Overview of the impact environmental, social, and governance (ESG) matters have on the financial worldEvolving guidance from the AICPA and other stand-setters related to ESG mattersRisks of material misstatement in financial statements and related disclosures emerging from ESG matters
Preparation, Compilation, and Review Engagements: Update and Review
-
Online
4.00 Credits
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard setting projects
Tax Season Update for Business with Steve Dilley
-
Online
4.00 Credits
The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting various business entity taxpayersDetailed discussion of the partnership and S corporation Schedule K-1 changesBusiness income, deductions and creditsTravel expense reportingSection 199A update and business lossesDepreciation update: Section 179 and 168(k)S Corporation and partnership update
Financial & Tax Accounting for S Corporations & Partnerships
-
Online
8.00 Credits
The major topics that will be covered in this class include:Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporationsFinancial accounting issues arising from changes in ownershipFinancial vs. tax accounting for partnership/LLC capital accountsSection 704(b) substantial economic effect rules and their relation to financial accountingThe integration of financial accounting with Forms 1065 and 1120SFinancial accounting basis for ownership interests vs. tax accounting basis for ownership interestsDeferred tax accounting for partnerships/LLCs and S corporationsFinancial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C electionFinancial and tax accounting for S corporation shareholder equity and partner capital accountsFinancial vs. tax accounting for loans to and from S corporations and their shareholders
Integrate ChatGPT into Your Client Advisory Services-Updated
-
Online
2.00 Credits
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
-
Online
1.00 Credits
Accounting Finance Procurement Operations
2024 Design Flexible Work Options To Attract & Retain Your Workforce
-
Online
1.00 Credits
Flexible Work Options Employee Engagement Talent Management Strategy