CPE Catalog & Events
Communication Miracles At Work and In Life - Part 2
-
Online
4.00 Credits
Member Price: $159
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
Partnership/LLC Taxation: Tax Basis Capital Accounts
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
SAS 145 - Risk Assessment
-
Online
1.00 Credits
Member Price: $39
SAS 145 Risk Assessment Internal Controls
2024 A Guide to Sampling - Part 1
-
Online
2.00 Credits
Member Price: $79
Sampling Monetary Unit Sampling
2024 S Corporation Essentials: Stock & Loan Basis Reporting
-
Online
2.00 Credits
Member Price: $79
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
Peer Reviews of SSARS Engagements
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements of an engagement review.Qualifications for serving as a peer reviewer.Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.Common engagement review findings and tips for passing peer review.
Achieving Balance in Work and Life - Part 1
-
Online
4.00 Credits
Member Price: $159
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Business Tax Update & Recent Developments - Fall 2024
-
Online
4.00 Credits
Member Price: $129
Update on significant 2023-24 business tax developments related to cases and rulings Review of recent business tax provisions and legislation Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting “gig” workers, including Form 1099-K The Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions
Top 10 Payroll Questions You Didn't Even Know You Had
-
Online
1.00 Credits
Member Price: $55
The major topics in this class include:Questions and answers for 10 of the most commonly asked questions employers and business owners have about payrollPayroll taxes and payroll return requirements for employersPayroll-related requirements affecting employers, including overtime and bonus withholding.Federal and state requirements related to common payroll issues, including pay stub and pay frequency.Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies.
2024 Moving Beyond the Basics of Excel
-
Online
2.00 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables
2024 Was It Fraud or Just Poor Audit Quality?
-
Online
1.50 Credits
Member Price: $79
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
2024 Advanced Excel: Hidden Secrets and Gems
-
Online
2.00 Credits
Member Price: $79
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
Coaching & Counseling - Performance Management
-
Online
1.00 Credits
Member Price: $59
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
2024 Common Deficiencies in Employee Benefit Plans
-
Online
2.00 Credits
Member Price: $79
Common Defiencies DOL EBPs
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
-
Online
2.00 Credits
Member Price: $79
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
Introduction to Single Audit
-
Online
2.00 Credits
Member Price: $79
Compliance Federal Funds Single Audit
2024 Fiduciary Accounting: Fundamentals & Rules
-
Online
2.00 Credits
Member Price: $79
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
The Controllership Series - Financial Statement Preparation
-
Online
2.50 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Staff Retention Keep the Best People
-
Online
3.00 Credits
Member Price: $129
Remote workforce Employee retention Staff turnover
The Successful Family Business
-
Online
4.00 Credits
Member Price: $129
Business Management Organization