CPE Catalog & Events
IRS Case Roadblocks
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Administrative strategies for resolving a TFRP assessmentHow to prepare for negotiating an installment agreementTips for handling apathetic or indifferent Revenue OfficersHow to stage different case obstacles and roadblocks through completion
2024 Performance Auditing Made Easy
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Online
1.50 Credits
Member Price: $59
Performance audit standards Performance audit types Performance audit objectives
Financial Statement Fraud
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Online
2.00 Credits
Member Price: $79
Financial statement fraud
Internal Control - Testing for Operating Effectiveness
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
Reviewing Individual Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $213
Section 199A qualified business income deduction Timeshare properties Home office Hobby losses Self-employment health insurance Business start-up costs Depreciation Unreported income Schedule C issues Like-kind exchanges Self-employment tax Sections 1202 and 1244 stock Charitable contributions of property
Walter Haig's SSARS Prep, Comp and Review Update
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.
Introduction to the Property & Casualty Insurance Industry
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:The unique regulatory world of insuranceDifferences from other industriesDifferences within the industryTypes of accountingInvolvement of specialistsTax considerations
What's New in Excel
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Upholding Independence While Holding Your Client's Hand
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Online
2.00 Credits
Member Price: $79
Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence; Review the AICPA's Code of Professional Conduct; Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.
Engagement Management with the Microsoft 365 Planner App
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the Planner app features and functionalityStep-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a templateCreating tasks with checklistsAssigning tasksScheduling tasksSetup recurring tasksAttach files to a taskMaintain a task activity journalManage task views with buckets and tagsIntegrate plan schedules with your Outlook calendar.Detailed review of plan / task progress reporting featuresUsing plan templates for recurring engagements
Reporting the Results of a Fraud Investigation
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Written reports and supporting documentationMethods of presenting evidence to help non-accountants understand the numbersEvaluating reports of opposing expertsResponding to a motion in limine or Daubert challenge as an expert witnessCommon lines of questioning for financial expertsPreparing for deposition and trialEffectively testifying at deposition and trial
Taxation of Judgements and Settlements
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Online
2.00 Credits
Member Price: $79
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
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Online
3.00 Credits
Member Price: $99
Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
2023 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $79
Ethics in industry Ethics in public accounting
Payroll Essentials: De-mystifying Form W-4
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Form W-4, Employee Withholding Certificate changesUnderstanding what an employer can, and cannot do with regards to Form W-4
Unrelated Business Income Tax Fundamentals 2023
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Online
3.00 Credits
Member Price: $129
• Definition of unrelated business • Unrelated business income tax: origins, exclusions, modifications and exceptions • Tax Cuts and Jobs Act Changes and Final regulations, as well as relevant CARES Act and American Rescue Plan provisions • Special rules for advertising, bingo and trade shows • Debt financed income issues • Alternative investments • Filing requirements, including lessons learned from the past tax season • State UBIT filings and other federal filings relating to foreign investments
Fraud, Misstatements and Financial Reporting 2023
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Online
4.00 Credits
Member Price: $159
• Financial reporting fraud • Financial reporting objective • Earnings management • Accounting standards • Financial reporting controls • FASB Concept Statements
What Every CPA Should Know About Fraud 2023
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Online
4.00 Credits
Member Price: $159
• How is fraud detected? • The role of external auditors in finding fraud • Revenue recognition issues • Corrupt management • Data mining • Physical and biometric controls