CPE Catalog & Events
Ethics: Avoiding the Slippery Slope of Ethical Pressures
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Online
4.00 Credits
Member Price: $139
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
Documenting Your EBP Audit: What You Need to Know
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Online
8.00 Credits
Member Price: $319
Professional standards Audit planning Risk assessment and control testing Documentation best practices for investments and plan expenses Key audit areas in the financial statements, such as contributions and contributions receivable, benefit payments, and participant notes receivable Participant data and participant accounts Initial audits, plan mergers, and other issues
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
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Online
2.00 Credits
Member Price: $89
Reviewing S Corporation Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $139
Common errors made involving the following tax forms: Form 1120-S Schedule K-1 Schedules K-2 and K-3 Schedule L Schedules M-1 and M-2 Form 4562 Form 4797
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
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Online
2.00 Credits
Member Price: $89
GETPIVOTDATA Text Files and Power Query Data Preparation PivotCharts
Applying AI in A&A: Creating Effective Prompts
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Online
1.00 Credits
Member Price: $49
Leveraging artificial intelligence in A&A Writing effective prompts. How an effective prompt improves results. Examples of effectively written prompts.
Reviewing Partnership Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $139
Common errors made involving the following: Form 1065 Schedules K and K-1 Schedules M-1 and M-2 Calculating recourse and nonrecourse liabilities Partner inside and outside basis Partner's capital account analysis Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b)
Quality Management: My System is Set Up -- Now What?
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Online
2.00 Credits
Member Price: $89
Additional ongoing requirements of SQMS NO. 1 Monitoring and remediation requirements Identifying, evaluating, and responding to findings and deficiencies The required annual evaluation of the system of quality management Evaluating the performance of those with responsibilities Considerations for firms in a network Sole practitioner and small firm guidance
Intermediate Individual Taxation - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $319
Gains and losses on property transactions Fringe benefits Retirement plan distributions Hobby losses Home offices Depreciation and amortization Qualified business income under Section 199A Passive activities Business transactions
Accounting for Digital Assets Under U.S. GAAP: Crypto lending and borrowing
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Online
1.00 Credits
Member Price: $49
What is crypto lending? The meaning of commonly used crypto lending terms How the nature of the crypto asset and the terms of the lending arrangement affect accounting arrangements Which disclosures are applicable based on the facts and circumstances FASB ASU No. 2023-08, *Intangibles—Goodwill and Other—Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets*
AICPA's Annual Federal Tax Update
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Online
7.00 Credits
Member Price: $279
Inflation adjustments IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits Legislative and regulatory updates affecting tax practitioners Tax matters affecting individuals, C corporations, partnerships, S corporations, estates, and trusts
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations
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Online
4.00 Credits
Member Price: $139
Types of contractors Non-revenue GAAP accounting for contractors Contractor financial statements Sureties and their place in the construction relationship
Individual Tax Fundamentals - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $319
Filing requirements Gross income inclusions, exclusions, and adjustments Standard and itemized deductions Tax credits Tax provisions for high-income taxpayers 3.8% net investment income tax Roth IRAs, traditional IRAs, and retirement plan options SECURE and SECURE 2.0 changes to retirement plan distributions Section 199A qualified business income deduction H.R. 1, including Trump accounts and deductions for seniors, tips, overtime, and car loan interest
Ethics without Fear for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $89
Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made. Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision.
Construction Contractors: Auditing Considerations
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Online
4.00 Credits
Member Price: $139
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key controls Substantive procedures for long-term contractors
Pass-Through and Corporate Annual Tax Update
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Online
3.50 Credits
Member Price: $125
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 IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits
Lessee and Lessor Accounting
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Online
2.00 Credits
Member Price: $89
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Tax Planning for Small Businesses - Tax Staff Essentials
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Online
4.00 Credits
Member Price: $139
The tax life of a business Selecting a business entity type Section 199A and the qualified business income deduction Accounting methods Compensation of owners and hiring family members Reasonable compensation Depreciation, including Section 179 and bonus depreciation Transactions with owners Buy-sell and noncompete agreements Retirement plan strategies for late-stage business owners Starter 401(k) plans and SIMPLE plan enhancements Provisions of H.R. 1, commonly referred to as OBBBA
Annual Update for Controllers and Finance Managers: Driving Business Value
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Online
7.00 Credits
Member Price: $279
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
Auditing Digital Assets: Considerations for Valuation
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Online
1.00 Credits
Member Price: $49
Measuring digital assets using prices in active markets Measuring digital assets that are thinly traded Evaluating an entity's impairment analysis for indefinite-lived out-of-scope crypto intangible assets Recognition of realized gains and losses on sales of digital assets