CPE & Event Catalog
Critical Rules for Moving Retirement Accounts for Owners: Transfers, Rollovers, Roth Conversions ON DEMAND
Available Until
Your Desk
1.0 Credits
Moving IRA methods. Employer plan assets. Account identification. Unintended distributions. Fix mistakes.
Critical Tax Planning Issues - Looking Ahead to Uncertain Times ON DEMAND
Available Until
Your Desk
1.0 Credits
Upcoming tax law changes. Estate planning strategies. Long-term tax planning. Client tax advising.
Critical Traits of a Thinking Auditor - Stretching Experienced Auditors Beyond the Basics ON DEMAND
Available Until
Your Desk
2.0 Credits
Financial success, retaining clients through superior client service, and developing other professionals.
Crossing the Line: Financial Statement Fraud and Auditor Deception Cases ON DEMAND
Available Until
Your Desk
1.0 Credits
Dewy and LeBouef. ContinuityX. Financial statement fraud. Auditor deception cases.
Cryptocurrency Client Concerns ON DEMAND
Available Until
Your Desk
1.0 Credits
Crypto adoption ethical concerns. Blockchain uses. Cryptocurrency taxation. Cryptocurrency reporting changes.
Cryptocurrency Taxation: A Foundation for Advisors - A Comprehensive Solution to the Challenges ON DEMAND
Available Until
Your Desk
2.0 Credits
What is blockchain? Buying and storing cryptocurrency. Investors. Miners. Tax planning opportunities.
Cryptocurrency Taxation: A Foundation for Advisors - From Uncertainty to Confidence ON DEMAND
Available Until
Your Desk
2.0 Credits
What is blockchain? Buying and storing cryptocurrency. Investors. Miners. Tax planning opportunities.
Cryptocurrency Taxation: An Overview for Advisors ON DEMAND
Available Until
Your Desk
1.0 Credits
Investors. Tax planning opportunities.
Current Fraud Trends - Nonprofit and Government Entities ON DEMAND
Available Until
Your Desk
2.0 Credits
The most common fraud schemes.
Current Issues in Performing Yellow Book Audits ON DEMAND
Available Until
Your Desk
2.0 Credits
February 2024 Government Auditing Standards.
Current Nonprofit Fraud Trends ON DEMAND
Available Until
Your Desk
2.0 Credits
The most common fraud schemes.
Cybersecurity Risk Management Trends ON DEMAND
Available Until
Your Desk
2.0 Credits
How to mitigate the risk of cybersecurity threats.
Cybersecurity: A Guide for Accountants ON DEMAND
Available Until
Your Desk
9.0 Credits
The evolution of cybersecurity. Cybersecurity threats and attacks. Create a security-conscious culture. Apply security countermeasures. Meet regulatory compliance.
Data Analytics for Accountants and Auditors ON DEMAND
Available Until
Your Desk
4.0 Credits
Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.
Data Security for the Tax Professional ON DEMAND
Available Until
Your Desk
1.0 Credits
PTIN renewal. Publication 4557. IRS security summit. Form 8821. Scam callers. IRS scams. Cyber warning indicators. IRS dirty dozen.
Dealing with Debt and Interest ON DEMAND
Available Until
Your Desk
18.0 Credits
Deductible interest and debt. Allocation of deductible interest. Home mortgage interest. Taxable interest. Installment sales. Repossession. Debt cancellation and foreclosure. Equity participation debt. Foreign interest withholding. Bad debts.
Dealing with Expense Report Reimbursement Problems ON DEMAND
Available Until
Your Desk
1.0 Credits
Dealing with missing or illegible receipts. Dealing with the laggards. Dealing with approved reimbursement requests for items outside the policy or inappropriate items. Steps to reduce the number of questionable requests for reimbursement. Dealing with employees using cards deceitfully for personal gain. Dealing with employee misuse of company card. Dealing with personal items on expense reports. Strategies to combat inappropriate expense reimbursement requests. How employees cheat on their expense reports.
Debt ON DEMAND
Available Until
Your Desk
2.0 Credits
Deductible interest and debt. Allocation of deductible interest. Taxable interest. Installment sales. Debt cancellation and foreclosure. Bad debts.
Decedent Estate and Final 1040 ON DEMAND
Available Until
Your Desk
1.0 Credits
Critical issues affecting the decedent.
Deceptive Accounting Practices: Asset and Liability Manipulation ON DEMAND
Available Until
Your Desk
2.0 Credits
U. S. GAAP susceptible to deceptive accounting. Asset manipulation techniques. Liability manipulation techniques. Hiding pension obligations. Reclassifying liabilities. Misclassifying debt as equity.