CPE & Event Catalog
The Basics of Accounting for Financial Instruments: The Good, The Bad, and The Ugly FLEXCAST
Available Until
Your Desk
2.0 Credits
Financial instrument terminology and definitions. Fair value, orderly transactions, and market participants. Debt, equity, and security. Cash and cash equivalents. Receivables and loans. Life insurance contracts. Credit losses.
The Coming Sunset of the 2017 Act: Key Income and Estate Tax Planning Issues FLEXCAST
Available Until
Your Desk
1.0 Credits
Hot topics for tax and estate planning in 2024.
The Entrepreneur’s Minefield FLEXCAST
Available Until
Your Desk
2.0 Credits
Building a sustainable business foundation. Managing resources effectively. Implementing strategic growth plans.
The FASB Conceptual Framework FLEXCAST
Available Until
Your Desk
2.0 Credits
FASB Conceptual Framework. FASB's Concepts Statement No. 8.
The Impact of Environmental, Social, and Governance – Related Matters on Financial Statements and Audits FLEXCAST
Available Until
Your Desk
2.0 Credits
ESG reporting.
The Life Cycle of a Revocable Living Trust FLEXCAST
Available Until
Your Desk
2.0 Credits
What is a trust? Trust advantages and disadvantages. Trust income tax consequences. Revocable living trusts and probate. Beneficiary. Selected operational issues and examples.
The Mindful CPA FLEXCAST
Available Until
Your Desk
2.0 Credits
Mindfulness.
The Remote Office: Regulatory and Ethical Considerations FLEXCAST
Available Until
Your Desk
2.0 Credits
Accounting ethics and recent trends. Ethical considerations for remote employees.
The Risk Framework: Build Strong AP Internal Controls FLEXCAST
Available Until
Your Desk
1.0 Credits
Internal controls in AP functions. The building blocks of creating internal controls. Common AP practices. Segregation of duties. Controls around review and approval process. Periodic review.
The Secure Acts and Retirement Distribution Planning FLEXCAST
Available Until
Your Desk
2.0 Credits
Retirement distribution planning.
The Tax Impact of a Change in Accounting Method FLEXCAST
Available Until
Your Desk
2.0 Credits
Tax impact. Tax terms. Internal revenue code. Treasury regulations. Internal revenue manual.
The Theory Behind What We Do FLEXCAST
Available Until
Your Desk
2.0 Credits
FASB concepts. Objective of general purpose financial reporting. Fundamental qualitative characteristics. Elements of financial statements.
The Top 10 Critical Tax Planning Opportunities for IRAs FLEXCAST
Available Until
Your Desk
2.0 Credits
Tax planning opportunities for IRAs.
The Top 10 Rules for Roth 401(k) Contributions, in-plan Conversions, and Taxability FLEXCAST
Available Until
Your Desk
1.0 Credits
Roth 401(k) contribution rules. Direct and indirect Roth conversions. Direct and indirect Roth rollovers from qualified plans.
Time to Advance Automation FLEXCAST
Available Until
Your Desk
2.0 Credits
Advanced automation strategies. Key tools for automation. Practical automation in finance. Navigating common pitfalls.
Top 10 RMD Rules for IRA Owner and Plan Participants FLEXCAST
Available Until
Your Desk
1.0 Credits
Required Minimum Distribution (RMD). SECURE Act 2.0. Who is subject to RMDs by Account Types? How to calculate owner RMDs. Determining the FMV. QCDs as RMDs.
Top Accounting, Financial Reporting, Operational, and Other Challenges for Nonprofits FLEXCAST
Available Until
Your Desk
2.0 Credits
Top accounting, financial reporting, operational, and other challenges nonprofits face.
Top PDF Features You Should Know FLEXCAST
Available Until
Your Desk
4.0 Credits
Best practices for creating, editing, and managing PDFs. The process for creating and distributing PDF forms. Integrating PDFs with other applications. Securing your PDFs.
Top Trends Impacting the Accounts Payable Function FLEXCAST
Available Until
Your Desk
1.0 Credits
Top trends impacting the accounts payable function.
Transforming from Technically Talented to Strategically Savvy FLEXCAST
Available Until
Your Desk
5.0 Credits
Define what it means to be a strategic leader. Evaluate your current strengths and identify areas for development. Describe the characteristics of trusted business advisors. Identify specific techniques to connect with, present to, and influence others.