CPE Catalog & Events
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Inventory Observation - Cretaceous Conservatory Simulation
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Online
3.00 Credits
Member Price: $109
Obsservation Auditing
The Preparation of Form 706 - Line-by-Line
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Online
3.00 Credits
Member Price: $109
Overview of Form 706 and estate tax fundamentals Gross estate valuation and inclusion rules Deductions, credits, and tax computation Portability election and its implications Filing deadlines and procedural requirements Common issues and IRS audit triggers Legislative changes affecting estate taxation
The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 2
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Online
1.20 Credits
Member Price: $39
Controller Management Financial Strategy Strategic Thinking Critical Thinking Financial Judgment
Managing Generational and Cultural Variances
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Online
1.60 Credits
Member Price: $79
Management Leadership Cultural Variances Generational Variances
S Corporation Essentials: Stock & Loan Basis Reporting
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Online
2.00 Credits
Member Price: $89
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
State Tax Nexus: Frequently Awkward Questions
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Online
2.00 Credits
Member Price: $89
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
Internal Audit in The Future
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Online
2.00 Credits
Member Price: $99
Internal Audit IIA Standards Emerging Risks Technology
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
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Online
2.00 Credits
Member Price: $89
Overview of Trump Account structure and purpose Eligibility and contribution limitations Tax treatment and reporting considerations Planning strategies for individuals and businesses Common pitfalls and audit considerations
Qualified Business Income (QBI) Deduction (§199A) - The Ins & Outs
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Online
8.00 Credits
Member Price: $300
Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component) Determine what trade or businesses under §162 are eligible for the QBI deduction (i.e., rentals and specified service trades or businesses (SSTB)) Discuss how the 20% QBI deduction (i.e., QBI component) is subject to a wage/capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts Walk through the simplified QBI Form 8995 (i.e., taxpayers below the TI threshold amounts) and detailed Form 8995-A and related schedules Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations Look at what the definition of QBI is and what items are effectively connected with that trade or business (i.e., self-employment tax, health insurance, retirement plans) Review the aggregation rules for the QBI computation and both the entity and individual level Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s Explain how the modifications to the net operating losses (NOLs) and §461(l) excess business loss limitations affect the QBI computation
Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
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Online
2.00 Credits
Member Price: $89
Risk Management Governance Risk Assessment
Cybersecurity & IT Risk for IT Auditors and Financial Auditors
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Online
3.00 Credits
Member Price: $109
Cybersecurity IT Risk Governance IT Security Framework(s)
Foundations of IT Audit for CPAs
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Online
3.00 Credits
Member Price: $109
IT Audit Fundamentals ITGCs, Risk Assessment Application Controls
IT Controls & SOC Reporting in Financial Audits
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Online
3.00 Credits
Member Price: $109
SOC Reporting Information Technology General Controls (ITGC) Audit Reliance
The Entrepreneurial Spirit - A Leadership Perspective
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Online
1.20 Credits
Member Price: $39
Leadership Entrepreneurial Behavior Entrepreneurial Thinking
Benford’s Law and Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
Leading Risk Management Practices in a Dynamic Risk Environment - Part 2
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Online
1.20 Credits
Member Price: $39
Risk Management
Ethics in Artificial Intelligence
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Online
1.60 Credits
Member Price: $79
Ethics Artificial Intelligence Information Technology
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $89
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
EBP Auditing Yellowbook
Prevention & Detection of Fraud in Small Businesses
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Online
4.00 Credits
Member Price: $169
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention