CPE Catalog & Events
Basic Individual Taxation Course
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations
Written Information Security Plans
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.
What If Your Client Didn't Take Reasonable Compensation
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
Ethics: Critical Thinking, Case Studies and Fraud
-
Online
4.00 Credits
Member Price: $139
AICPA Code of Professional Conduct CPA responsibilities and AU-C 315 The new AICPA Ethics Codification Disciplinary cases and actions CPA Vision Seminal events The impact of ethical and unethical conduct on our profession
Auditing digital assets: Client acceptance and continuance, risk assessment, and laws regulations and related parties
-
Online
2.00 Credits
Member Price: $89
Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations
-
Online
4.00 Credits
Member Price: $139
Types of contractors Non-revenue GAAP accounting for contractors Contractor financial statements Sureties and their place in the construction relationship
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups
-
Online
2.00 Credits
Member Price: $89
VLOOKUP function MATCH function INDEX function Error trapping IF function
Forensic Accounting: Fraud Investigations
-
Online
8.00 Credits
Member Price: $319
Evidence in the investigative process Tools used in forensic investigations Conducting interviews Forensic accounting reports Expert witness testimony
Excel for Accounting Professionals Session 6: List Comparisons and Indenting
-
Online
2.00 Credits
Member Price: $89
List Comparisons The ISERROR Function Multicolumn Lists with COUNTIFS Indentation Perform Lookups with SUMIFS
Yellow Book: Staying Compliant With Government Auditing Standards
-
Online
8.00 Credits
Member Price: $319
Foundation and principles of generally accepted government auditing standards (GAGAS) Yellow Book compliance requirements Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits, attestation engagements, and reviews of financial statements Fieldwork and reporting standards for performance audits
Quality Management: My System is Set Up -- Now What?
-
Online
2.00 Credits
Member Price: $89
Additional ongoing requirements of SQMS NO. 1 Monitoring and remediation requirements Identifying, evaluating, and responding to findings and deficiencies The required annual evaluation of the system of quality management Evaluating the performance of those with responsibilities Considerations for firms in a network Sole practitioner and small firm guidance
Auditing Digital Assets: Considerations for Valuation
-
Online
1.00 Credits
Member Price: $49
Measuring digital assets using prices in active markets Measuring digital assets that are thinly traded Evaluating an entity's impairment analysis for indefinite-lived out-of-scope crypto intangible assets Recognition of realized gains and losses on sales of digital assets
Reporting Excellence: Designing Controls and Leveraging AI
-
Online
1.00 Credits
Member Price: $49
· Financial reporting · Data governance · Data quality · Internal controls · Artificial intelligence (AI)
Ethics and Professional Conduct
-
Online
2.00 Credits
Member Price: $89
Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns
Current Audit Environment and ASB Activity
-
Online
2.50 Credits
Member Price: $99
Current environment and implication for audit planning Key risk issues Audit challenges Recent Statements on Auditing Standards (SASs). ASB workplan SQMS No. 1, No. 2, and No. 3 SSARS No. 26
Current and Upcoming FASB Issues
-
Online
2.00 Credits
Member Price: $89
Recent accounting standards updates Recognition and measurement projects Presentation and disclosure projects Post-implementation preview projects
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
-
Online
1.50 Credits
Member Price: $69
The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls
Business Transformation: Critical Skills for CFOs and Controllers
-
Online
4.00 Credits
Member Price: $139
Risk Assessment Under SAS No. 145
-
Online
1.50 Credits
Member Price: $69
Risk assessment under SAS No. 145 Overview of the steps to perform during risk assessment Testing the design, implementation, and operating effectiveness of controls New concepts due to the issuance of SAS No. 145