CPE Catalog & Events
Tone at the Top: Fraud and Leadership
Available Until
Online
8.00 Credits
Member Price: $199
Fraud Accounting and Auditing
Top Ways to Fund Your Retirement
Available Until
Online
1.00 Credits
Member Price: $49
Will Your Advance Directive Protect You Both Personally and Financially? Creating Trusted Planning Relationships Retirement Plans, Roth Planning and Conversions Reverse Mortgages
Top Tax Techniques, Traps, Trip Cords & Rip Cords with Multistate Trusts
Available Until
Online
1.00 Credits
Member Price: $49
New developments: Federal and California update IRS audits of estate tax returns New RMD rules, Roth conversions and estate planning for large retirement plans Update from Washington regarding tax law changes Helping your clients reduce, defer or eliminate capital gains taxes Trust reformation and decanting update Hot topics in international tax and estate planning and considerations for transfers to non-U.S. citizen spouses Valuation of notes The feasibility of using IDGTs and how you use it Planning for changing exemption in 5 Flow-through entities and impact on trusts Changing exemption panel discussion Charitable planning Special needs trusts
Understanding Team Dynamics
Available Until
Online
2.00 Credits
Member Price: $69
Team roles High-performing teams Success behaviors
Unleashing Innovation and Creativity For Greater Results
Available Until
Online
2.00 Credits
Member Price: $69
Cognitive routines Psychological safety Learning from risk and failure
Wealth Wednesday: Financial Planning: Much Closer Than You Think
Available Until
Online
1.00 Credits
Member Price: $49
How close is a typical CPA to financial planning? Tax-related financial planning activities Retirement Planning and financial planning activities CPAs perform
What's So Funny 'Bout Accounting and Tax Ethics
Available Until
Online
4.00 Credits
Member Price: $99
AICPA Code of Professional Conduct Threats to compliance with the Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
When We Prey Bundle
Available Until
Online
5.00 Credits
Member Price: $139
Behavioral Ethics Audit Principles Identify common fraud schemes
Why is Corporate Virtue in the Eye of The Beholder? The Case of ESG Ratings
Available Until
Online
1.00 Credits
Member Price: $49
Environmental, Social, and Governance (ESG)