CPE & Event Catalog
Forensic Accounting: Court Approved Methods of Proof WEBINAR
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Your Desk
4.0 Credits
The role of methods of proof in forensic accounting. The various types of methods of proof approved by the courts. The weakness and strengths of the methods of proof. The formulas in calculating methods of proof. Applying the formulas in various circumstances.
Business Ethics: Cases from the Real World WEBCAST
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Your Desk
4.0 Credits
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues?
Compilation, Preparation and Review Basics and Peer Reviews WEBINAR
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Your Desk
2.0 Credits
Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements. New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Common peer review findings. Practice tips for high-quality engagements.
Awesome Business Lessons from the Past: Learn from the Best! WEBCAST
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Your Desk
2.0 Credits
The six methods to get others to like you. What are twelve ways to win others to your way of thinking? What are the fundamental principles of Henry Ford's success? What are the thirteen steps necessary to plan for success? How to use these principles to move your organization forward.
Benefits and Best Practices for Telework WEBCAST
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Your Desk
2.0 Credits
Communication. Business management.
Financial Accounting for Related Party Transactions WEBCAST
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Your Desk
2.0 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities. Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities. Review the tax accounting related taxpayer standards. Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
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Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review. Crafting questions to recommend in court proceeding.
Introduction to Governmental Budgeting WEBINAR
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Your Desk
2.0 Credits
The basics of governmental budgeting. Common steps and timeline of the budget process. What, when and how we should be monitoring the budget throughout the year. How long-term budgets fit in with the annual budget process.
Build Better Budgets: Fundamental Techniques WEBCAST
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Your Desk
2.0 Credits
Advantages of budgeting. The role of budgeting. Master budgeting. Flexible budgeting. Standards and variances. Capital budgeting.
Public Speaking Secrets That Wow Audiences WEBCAST
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Your Desk
4.0 Credits
Overcoming the common obstacles to public speaking. Creating the content of the talk. How to deliver a talk effectively. Making the talk entertaining. Memorization and practice. Creating stories that rock.
Creative Strategies for Buying, Selling, or Gifting a Business WEBCAST
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Your Desk
8.0 Credits
Valuation methods for business interests. Stock purchase versus asset purchase. Estate transfer and tax considerations. Gifting strategies for business interests. Trusts and partnerships in business transfers. Self-canceling installment notes in transactions. Transferring S corporation stock to trusts. Business interest transfer with employee stock ownership plans.
The Controllership Series - The Financial Close Process WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Financial statements.
Power Skills: Professionalism and Client Interactions WEBINAR
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Your Desk
2.0 Credits
Best practices when communicating with the client. Complicated scenarios for practice.
Divorce Concerns: Taxes, Valuation, Finances, Retirement, and Obligations WEBCAST
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Your Desk
8.0 Credits
Divorce and ongoing payment issues dealing with alimony and child support. Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others. Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales. Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets. High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options.
Financial Statement Disclosures WEBCAST
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Your Desk
8.0 Credits
General requirements. Balance sheet, income statement and cash flow. Stockholders' equity. Business combination and consolidation.
Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s. Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return. How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership. What constitutes debt basis for an S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk.
Guide to Deducting Travel, Meals and Entertainment Expenses WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules and developments impacting travel and meals expense reporting. Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses. Reporting travel expenses: travel status, simplified per diem. Directly related to and associated with tests. Facility vs. activity expenses. Nine exceptions to Section 274. Business meals.
Cutting-Edge Estate and Financial Planning Trends WEBCAST
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Your Desk
8.0 Credits
The latest legislative changes in estate and financial planning. Expected changes in estate and gift tax exemptions and their impact. Common client errors and risk mitigation strategies. Domicile planning considerations in financial and tax strategy. Charitable giving strategies under new tax rules. Advanced use of split-interest trusts for tax and estate planning. Best practices for IRA distribution planning with new tax implications.
The CFO Who Went to Prison WEBINAR
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Your Desk
2.0 Credits
The importance of values. Identifying success. Ethical dilemmas. Mitigation strategies. Creating tools to help make better decisions. Personal accountability strategies.
Sarbanes-Oxley Overview WEBCAST
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Your Desk
1.6 Credits
Sarbanes-Oxley compliance.