CPE Catalog & Events
An In-Depth Understanding of the Generation Skipping Transfer Tax
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Online
2.00 Credits
Member Price: $79
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709
CFO Series: AI is Not the Enemy: Getting the Most from AI
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Common AI use cases in accounting and financeFraud, deepfakes, data abuse and related risksGovernance frameworks and oversight responsibilitiesThe EU AI Act and regulatory developments in the U.S.AI bias, discrimination, and transparency concernsInternal control and documentation challengesQuestions finance leaders should ask before adopting AIAligning AI oversight with your audit and compliance functions
Common Yellow Book & Single Audit Deficiencies
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Online
4.00 Credits
Member Price: $159
Auditing Yellowbook COVID-related funds
Fringe Benefits & Compensation Planning - Today and Beyond
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Online
8.00 Credits
Member Price: $275
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
CPAs and Addictions: Finding Hope and Healing
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Online
2.00 Credits
Member Price: $109
Prevalence of substance abuse and depression among CPAs compared to the general population Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues Identifying reasons why CPAs are reluctant to seek help Resources available for CPAs seeking help Support role that friends, loved ones and colleagues can play AICPA Code of Professional Conduct
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Member Price: $109
Competitive bids Achieving target profitability
The Controllership Series - Sales, Collections and Customer Credit
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Online
1.50 Credits
Member Price: $79
Accounting Sales Collections
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $109
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Independence for Auditors - AICPA, PCAOB, GAO & DOL
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Online
4.00 Credits
Member Price: $159
Auditing Yellowbook AICPA, GAO, DOL and PCAOB
What's Changing in Risk Assessment
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Online
2.00 Credits
Member Price: $109
Auditing Yellowbook
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Online
2.00 Credits
Member Price: $109
Accounting Finance Cash Investments
An In-Depth Understanding of the Generation Skipping Transfer Tax
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Online
2.00 Credits
Member Price: $79
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709
The Controllers Role in Data Analytics and Big Data
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Online
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
Generation Intelligence: Navigating the Generational Divide
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Online
1.00 Credits
Member Price: $59
Generations
Multistate Taxation - Issues and Planning Opportunities
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Online
8.00 Credits
Member Price: $275
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Member Price: $59
Appreciation Languages of appreciation Appreciation strategies
Critical Thinking Skills: Prevent Mistakes Now
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Online
2.00 Credits
Member Price: $109
Critical Thinking Communication
Advanced Cost Accounting: Eliminate Calculation Distortions
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Online
2.00 Credits
Member Price: $109
Cost Accounting
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Online
1.00 Credits
Member Price: $59
Emotions Relationships Emotional Intelligence Communication
Better Business Writing: Improve Your Speed and Quality
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Online
2.00 Credits
Member Price: $109
Writing Communications