CPE Catalog & Events
Clear. Confident. Compelling. - Communication Strategies for Women in Business
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Online
1.00 Credits
You'll Learn: What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you. What your body language may be communicating about your overall confidence, capability, and self-assuredness You'll Find: More effective ways to communicate as a female leader Skills to display and communicate confidence while inspiring trust and increasing credibility
2024 What's Going on at the AICPA
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Online
4.00 Credits
Group Audits Quality Management Less Complex Entities
Creating a Winning Culture
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Virtual
1.00 Credits
Culture - Why, What, and the Magnetic Firm Purpose-driven Great Leadership Culture of Growth Inspiring Workplace
Critical Thinking for Financial Professionals
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Online
1.00 Credits
Two Systems of ThinkingSystem 1System 2 How cognitive bias can cause you to make bad decisions Anchoring Availability The Dunning-Kruger Effect The Ikea Effect The Rhyme as Reason Effect Substitution 6 Tips for making better decisions
Current Audit Environment and ASB Activity
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Online
2.00 Credits
Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning
Schedule C of Form 1040
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Online
2.00 Credits
The major topics covered in this class include:When Schedule C appliesCash v. Accrual methodTypical business deductionsBusiness vehicle expensesSection 179 and bonus depreciation
Technology Trends Update for CPAs with John Higgins
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Online
4.00 Credits
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update
2024 Comprehensive Estate Planning: Administration & Postmortem Strategies
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Online
8.00 Credits
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
2025 Individual Tax Update: Form 1040 Essentials
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Online
8.00 Credits
Form 1040: Precise Tax Submissions Recent Tax Code Changes: Updated Filings IRC Sections Analysis: Understanding Tax Regulations Updates in Income Taxation: Compliance Assurance New Credits and Deductions: Maximizing Benefits Complex Income Issues: Tailored Strategies Itemized Deductions: Informed Client Benefits Health Considerations: Maximizing Financial Benefits Regulatory Shifts: Implications on Tax Strategies Tax Planning Strategies: Client Financial Success
Walter Haig's Business Financial Health Checkup
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Online
8.00 Credits
The major topics that will be covered in this class include:How to use analytical procedures as a management tool to identify areas hindering the profitability of the entityHow to use analytical procedures to identify misstatements in financial informationTechniques for developing a "workable" business planRecasting GAAP financial statements into powerful management toolsDeveloping and using benchmarks to identify profitability problemsIdentifying profitability key factorsThe relationship of internal controls and the health of an entityCommon weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknessesHow to create "goal" statements that achieve results
Financial Decisions that Led Two Businessmen to Prison
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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
2025 Business Tax Update: Staying Ahead in Business Taxation
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Online
8.00 Credits
Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use
How To Build High-Performing Teams in Challenging Times
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Online
2.00 Credits
The major subjects that will be covered in this course include:Collaboration at its bestCreating Psychological safetyBuilding trust, even when it has been lostThe need for cognitive diversity amongst teams
Business Valuation Fundamentals
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Online
1.00 Credits
Business Valuation Fundamentals The Objective - What type of report is needed? The Process Agreed Upon Procedures Calculation of Value Conclusion of Value Industry Sanity Checks – Would you pay or accept the value if it were your company?
Become a Data Analysis Expert
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Online
2.00 Credits
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
Understanding Internal Control Constructs
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Online
4.00 Credits
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Online
4.40 Credits
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
SAS 134: Exploring the New Audit Report
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Online
1.00 Credits
The major topics covered in this class include:Examples of current public company audit reportsImplications of SAS No.134Exploration of illustrative audit report examplesPotential communication of Key Audit Matters (KAMs)
Audit 403: Fraud Trends - Applying Real-Life Lessons
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Online
2.00 Credits
The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud
Reasonable Compensation for S Corps
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Online
2.00 Credits
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future