CPE Catalog & Events
S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials
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Virtual
8.00 Credits
Advantages and disadvantages of S corporations Electing S corporation status Termination of S corporation status S corporation tax on built-in gains S corporation pass-through to shareholders, basis and losses S corporation distributions Taxable year of S corporations S corporation passive activity rules, fringe benefits and other considerations
Inclusive Leadership: Does It Really Work?
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Virtual
1.00 Credits
The Pace of Change Diversity vs. Inclusion Talent Management Competencies
AHI: Level I - Basic Staff Training
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Virtual
24.00 Credits
Role of New Staff Understanding Audit Objectives Accounting Data Analytics Working Paper Techniques/Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts
Construction Contractors: Auditing Considerations
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Virtual
4.00 Credits
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key internal controls Substantive procedures for long-term contractors
Financial Storytelling the Key in Growing Your Organization to the Next Level
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Virtual
2.00 Credits
Communicating financial information in an impactful way Telling more effective stories with your financial data Connecting with your audience through real world examples Interpreting and presenting complex financial information through storytelling skills Unlocking the powerful story hidden within the numbers
Finance Business Partnering: The Essentials
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Virtual
8.00 Credits
Finance evolution and performance Barriers and how to overcome them Impact of technology Restructuring for the digital age Best behaviors Lessons on influence from psychology Communication Visual presentation
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
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Virtual
1.00 Credits
Quality management Peer review Audits Remediation Monitoring
2025 Summer Tax Rewind
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Virtual
2.00 Credits
Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance
QM Conversations: Standards - Documentation
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Virtual
2.00 Credits
Profit in Precision: The Direct Link Between Data Governance and Value Creation
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Virtual
1.50 Credits
Data, data governance, finance, transformation, risk, IT
Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation
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Virtual
2.00 Credits
EOMONTH MONTH and YEAR DATE CONCAT basics SUMIFS with CONCAT
Reviewing Individual Tax Returns
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Virtual
2.00 Credits
Passive-activity losses Qualified business income deduction Home office Schedule C activity and hobby losses Business start-ups and deductions Alimony Discharge of debt
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
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Virtual
3.50 Credits
Dynamic headers Horizontal reports Mapping Tables Data Validation Improve error checking Concepts applied
Strategic Foresight
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Virtual
1.00 Credits
Becoming FutureReady The Two-Curve Model Demonstration of Exponentials Rogers Innovation Adoption Curve Hype Cycles Different Types of Innovation
Conducting a Remote Audit
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Virtual
4.00 Credits
Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
Advanced Tax Planning S Corporations - Tax Staff Essentials
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Virtual
8.00 Credits
-Basis in S corporation stock -Distributions -Compensation planning -Qualified subchapter S subsidiaries -Liquidations, reorganizations and redemptions -Estate planning and the use of trusts -Section 199A
Finance Business Partnering: Influence to Impact
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Virtual
8.00 Credits
An overview of the finance business partner Developing business acumen Business model generation Strategic planning process Improving the impact of your communication Read your stakeholders better Communication insights
VSCPA Tax Series Webinar
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Virtual
2.00 Credits
TBD
Ethics and Professional Conduct
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Virtual
2.00 Credits
Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns
Performing Preparation, Compilation and Review Engagements
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Virtual
2.00 Credits
Definition of an engagement Forms, checklists and other documentation for preparing, compiling and reviewing engagements Explanation of the differences between compilation and preparation engagements Criteria of a compilation engagement and the entities where compilations can be performed Criteria of a review engagement Changes in level of service
