CPE Catalog & Member Events
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Small Business Risk Avoidance
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Webinar
4.00 Credits
Member Price: $149
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Optimize Your Staff's Performance
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Webinar
4.00 Credits
Member Price: $149
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Leaders Eat Last. Why? 1 Hour Session
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Webinar
1.00 Credits
Member Price: $39
Why building trust is essential How trusting relationships makes us more effective Steps to build trust
Resistance to Resilience: Strive for Tech Change Acceptance
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Resistance to resilience in embracing new technologiesOvercoming barriers and ensuring successful implementationCutting-edge audit technologies, including AI, data analytics, and automationInsights into the Technology Acceptance Model (TAM)
Everyday Ethics: Ethics is Everywhere, All the Time!
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Webinar
1.00 Credits
Member Price: $39
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
Leading Risk Management Practices in a Dynamic Risk Environment - Part 2
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Webinar
1.00 Credits
Member Price: $39
Risk Management
Decoding Medical Plan Structures: Fully Insured vs. Self-Funded
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Webinar
2.00 Credits
Member Price: $79
Benefits Medical Plan Types
AICPA Statements on Standards for Tax Services: Ethical Considerations
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Webinar
2.00 Credits
Member Price: $89
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
K2’s Expense Reporting Automation
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Webinar
2.00 Credits
Member Price: $89
Overview of selected expense and corporate credit card reporting and management platforms Major fraud schemes associated with expense reporting Extracting and importing transaction data from bank feeds and matching to receipts
Analytical Procedures: Practical Applications and Standards
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Webinar
2.00 Credits
Member Price: $89
Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Defining Lines: Advanced Professional Boundaries
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Webinar
2.00 Credits
Member Price: $89
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
Common Sense CFO: Decoding and Mitigating Internal and External Risks
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Webinar
2.00 Credits
Member Price: $89
Defining risk as it impacts organizations Understanding external and internal risks Examples of these risks How do we identify and assess? What can be done about the risks? Developing a risk mitigation strategy Monitoring and mitigating risk
Accounting for the Gig Economy
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Webinar
2.00 Credits
Member Price: $89
Characteristics unique to the gig economy Independent contractor and employee classification considerations Recordkeeping considerations for independent contractors Accounting and reporting issues for gig economy participants Audit and attestation for clients who participate in the gig economy Tax and regulatory considerations The CPA as a trusted advisor for independent contractors
IRC 1031 in the Real World: Practical Issues and Compliance
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 1031 like-kind exchange rules under current law Changes to § 1031 following the Tax Cuts and Jobs Act Qualification requirements for like-kind exchanges Definition of real property under Treasury Regulations Like-kind versus non-like-kind property Relinquished property Replacement property Realized gain Recognized gain Basis calculations Interaction of § 1031 exchanges with cost segregation studies Depreciation treatment under IRC §§ 1245 and 1250 Allocation of basis to replacement property Depreciation of carryover basis Depreciation of excess basis Multiple-property exchange rules Tax return preparation and review considerations Compliance considerations for § 1031 exchanges
Profiles in Fraud
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Real life fraudsters: what they did, how they got away with it, how they finally were caughtProfiles: the characteristics the fraud perpetrators have in commonTechniques to prevent and deter these common schemes
Income Tax Planning for Bond Investments 26-27
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Webinar
4.00 Credits
Member Price: $175
• Active versus passive investing• Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax• The tax treatment of bonds purchased at a discount or premium• Bond swap and U.S. Savings Bond strategies
Revenue Recognition for Private Entities 26-27
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Webinar
4.00 Credits
Member Price: $175
• Analysis of requirements for revenue recognition under ASC 606• Discussion of the requirements for auditing revenue transactions• Analysis of internal control and fraud risk aspects• Identification of high-risk areas of revenue recognition• Suggested procedures for identified risks
Advanced Staff Tax Training: Individual 26-27
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Webinar
8.00 Credits
Member Price: $329
• Taxation of investments• Reporting of business income and losses from pass-through entities including loss limitations• Non-income taxes that impact individual income tax returns• Retirement contributions and planning• Alternative Minimum Tax (ATM)• Social Security taxation• Charitable contribution planning with limitations
How Technology Controls Should Be Developed and Implemented 26-27
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Webinar
8.00 Credits
Member Price: $329
• Considerations for the maintenance of an internal control system• The types of policies and procedures organizations should utilize• Reviewing and testing control measures• Updating controls and implementing control changes
Living Trust Administration Workshop 26-27
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Webinar
8.00 Credits
Member Price: $329
The steps in Trust Administration Delaware Tax Trap - its unique use Change of the exemption in 2026 and its impact Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust Preparation of trust accountings Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs