CPE Catalog & Events
Annual Update for Controllers and Finance Managers: Driving Business Value
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Virtual
7.00 Credits
Economic trends and their effect on business Ways to drive operational efficiency Leveraging technology in finance Cash management and working capital Effective talent management Sustainability and corporate responsibility
AICPA's Annual Federal Tax Update
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Virtual
8.00 Credits
Strategies for tax savings Business entity changes IRS administrative issues, compliance and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated and expiring tax deductions and credits
Pass-Through and Corporate Annual Tax Update
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Virtual
4.00 Credits
Strategies for tax savings Business entity changes IRS administrative issues, compliance and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures and notices for the last year New, updated and expiring tax deductions and credits
Current and Upcoming FASB Issues
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Virtual
1.00 Credits
FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
Current Audit Environment and ASB Activity
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Virtual
2.00 Credits
Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)
QM Conversations: Peer Review
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Virtual
2.00 Credits
Accounting for Digital Assets under US GAAP: Classification, Measurement, and Recognition
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Virtual
1.00 Credits
Brief overview of digital assets. How to account for investments in crypto assets, like bitcoin. How to account for the receipt of digital assets when received as consideration from a contract with a customer. How to apply the intangible asset accounting model to holdings of digital assets. How to account for the sale of digital assets. Factors that custodians or depositors of digital assets may consider to determine when to recognize ownership of digital assets.
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
Intermediate Individual Taxation - Tax Staff Essentials
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Virtual
8.00 Credits
Gains and losses on property transactions Fringe benefits Retirement plan distributions Hobby losses Home offices Depreciation and amortization Tax credits The qualified business income deduction under Section 199A
Yellow Book: Staying Compliant With Government Auditing Standards
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Virtual
8.00 Credits
Foundation and principles of generally accepted government auditing standards (GAGAS) Yellow Book compliance requirements Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits, attestation engagements and reviews of financial statements Fieldwork and reporting standards for performance audits
Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive
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Virtual
1.00 Credits
Culture's driving force Shared vision and purpose Employee engagement Communication Platforms and tools Process and rhythm to execute
Roles and Responsibilities in Risk Management
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Virtual
1.00 Credits
Risk management Anticipatory leadership Leadership roles in risk management
Capitalized Costs & Depreciation - Tax Staff Essentials
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Virtual
5.50 Credits
Tax basis of property acquisitions Initial basis of property acquired in an exchange transaction Materials, supplies, repairs and improvements Accounting method changes Depreciation: MACRS, Section 179 and bonus Intangible assets and amortization Organization and start-up costs Research and experimental expenditures
Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials
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Virtual
8.00 Credits
Basic tax structure of partnerships and LLCs Check-the-box elections to be taxed as a partnership Partnership distributions Compensatory payments to partners At-risk and passive activity limits Profit and loss allocations: general rules and restrictions
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations
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Virtual
4.00 Credits
Types of contractors Non-revenue GAAP accounting for contractors Contractor financial statements Sureties and their place in the construction relationship
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
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Virtual
2.00 Credits
PivotTable basics Row fields Value fields Column fields Filters Updating data automatically in PivotTables Groups and subtotals Value formats
Streamlined Excel Reporting Series Session 2: Working with PivotTables
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Virtual
2.00 Credits
Report type comparison Customizing PivotTable options Format and design options Calculated fields and items Multiple value fields
Streamlined Excel Reporting Series Session 3: PivotTables Displays and Alternatives
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Virtual
2.00 Credits
Show Value As Sorting Filtering PivotTable alternatives (GROUPBY, PIVOTBY, and PERCENTOF) Text Functions (TEXTJOIN and TEXTSPLIT)
Individual Income and Tax Compliance Annual Update
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Virtual
4.00 Credits
IRS guidance, including notices, revenue rulings and revenue procedures IRS and Treasury proposed, temporary and final regulations U.S. Tax Court cases Legislative updates
Applying the Uniform Guidance in Your Single Audits
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Virtual
7.00 Credits
Introduction to single audits Preparation of the schedule of expenditures of federal awards and determining major programs Understanding, assessing and testing internal control Testing compliance with federal statutes and regulations and applicable compliance requirements Auditor reporting in a Uniform Guidance compliance audit Program-specific audits Administrative requirements and cost principles in a single audit
