CPE Catalog & Events
Fraud Assessment for Small and Medium Sized Businesses
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Online
4.00 Credits
Member Price: $129
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
2024 Fringe Benefit Planning - Today and Beyond
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Online
8.00 Credits
Member Price: $225
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
2024 Yellow Book Ethics
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Online
2.00 Credits
Member Price: $79
GAGAS Yellow Book Independence
Form 1120S - Preparation and Analysis
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Online
2.00 Credits
Member Price: $79
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud
2024 The Preparation of Form 706 and 709 - Line-by-Line
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Online
4.00 Credits
Member Price: $129
Federal Form 706: Overview and Preparation Federal Form 709: Understanding and Compliance Portability in Estate Tax Planning Coordinating Issues for Decedent's Final Income Tax Return Postmortem Estate Planning Strategies Recent Legislative Changes: Impact on Estate and Gift Taxation Integrating Tax Planning into Client Services
Small Business Risk Avoidance
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Online
4.00 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
2024 Topic 842 - Implementing Leases Workshop
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Online
4.00 Credits
Member Price: $129
Leases Topic 842 Recognition & Measurement
The SECURE Act 2.0 - Planning Opportunities for Employers
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Online
1.00 Credits
Member Price: $39
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
Performance Targets That Deliver Results Without Burnout
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Online
1.00 Credits
Member Price: $39
Performance target design Target testing
The SECURE Act 2.0 - Planning Opportunities for Individuals
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Online
1.00 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
Optimize Your Staff's Performance
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Online
4.00 Credits
Member Price: $129
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
2024 Estate and Financial Planning for the Older Client
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Online
8.00 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Contract and Procurement Fraud
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Online
2.00 Credits
Member Price: $79
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
2024 A Guide to Sampling - Part 2
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Online
2.00 Credits
Member Price: $79
Sampling ICFR Single Audit Sampling
2024 Not-for-Profit Accounting Update
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Online
4.00 Credits
Member Price: $129
NAC CECL Leases
2024 The Complete Guide to the Preparation for Form 1041
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Online
8.00 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
2024 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $79
NOCLAR 529 Plans Recently Issued Interpretations
2024 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
Member Price: $129
FRF for SMEs Quality Management Private Company Council