CPE Catalog & Events
A Practical Guide to Trusts
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Online
8.00 Credits
Member Price: $295
Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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Online
1.00 Credits
Member Price: $59
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
Working Through Grief and Loss - How to Build a Supportive Workplace
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Online
1.00 Credits
Member Price: $59
Employee Relations Culture Leadership Employee Retention
Creating A Culture of Trust
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Online
1.00 Credits
Member Price: $59
Culture Trust
Revenue Recognition - Allocate the Transaction Price
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Online
1.80 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
Cost and Pricing Models: Boost Your Bottom Line
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Online
2.00 Credits
Member Price: $109
Cost Accounting Activity-based Costing
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $129
Social Security Retirement Asset allocation Fraud
Tax Procedure
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Online
2.00 Credits
Member Price: $109
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $129
Remote workforce Employee retention Staff turnover
Drive Results with Metrics
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Online
2.00 Credits
Member Price: $109
Performance Metrics Budgets
The Power of a Good Story!
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Online
4.00 Credits
Member Price: $159
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Using Psychology Secrets to Love your life and Get More Done
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Online
4.00 Credits
Member Price: $159
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
Revenue Recognition - Topic 606 Disclosures
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Online
1.20 Credits
Member Price: $59
Revenue Recognition Accounting
The Controller Function - Strategic and Annual Planning
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Online
1.20 Credits
Member Price: $59
Accounting Finance Auditing
Tax Procedure
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Online
2.00 Credits
Member Price: $109
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
How to Get a Better Return on Yellow Book and Single Audits - Avoiding the Most Misapplied Audit Concepts
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Online
8.00 Credits
Member Price: $275
Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book Understand risk assessment factors above those associated with a financial statement audit only Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance Master designing, performing and documenting effective and efficient tests of compliance requirements Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client Common peer review deficiencies
Current Fraud Trends - Nonprofit and Government Entities
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Online
2.00 Credits
Member Price: $109
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud
Tax Practice Standards
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Online
2.00 Credits
Member Price: $109
Treasury Circular 230 AICPA Statements on Standards for Tax Services (SSTS) Internal Revenue Code (IRC) Common law
2025 Annual Update for Governmental Accountants & Auditors
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Online
6.00 Credits
Member Price: $219
Single Audit Updates Auditing & Accounting Yellowbook
Partnership & LLC (Form 1065) - Formation to Liquidation
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Online
8.00 Credits
Member Price: $400
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments