CPE Catalog & Events
Choice of Entity (expanded)
Available Until
Self-study
22.00 Credits
Member Price: $559
Tax Economics Business Planning Deferred Compensation Plans Basic Fringe Benefits Business Entertainment Business Travel & Transportation Insurance Equity Participation Estate Planning
Choice of Entity 2022
Available Until
Self-study
4.00 Credits
Member Price: $89
Advantages and disadvantages of sole proprietorships Taxes for self-employed individuals Definition of partnership Partnership tax return & year taxable Contributed property, assets & services Sales and exchanges of partnership interests Limited liability companies C corporations & PSC corporations Inventories S corporations
Coaching and Mentoring Others
Available Until
Self-study
2.00 Credits
Member Price: $69
Motivation Recognition Rewards Feedback Status differentials Authenticity
Communications skills training for the CPA
Available Until
Self-study
2.00 Credits
Member Price: $69
Becoming a stronger communicator The communication process Improving oral and written communications "Empathy, ego and needs," personality types and their influence on communications Case studies to summarize the webinar concepts
Compilations and Reviews: Risks, Procedures and Fraud 2023
Available Until
Self-study
8.00 Credits
Member Price: $199
Fraud Misstatements Materiality Revenue recognition Related parties Going concern uncertainties Engagement letters Documentation and peer review considerations
Complete Guide to Estate & Gift Taxation
Available Until
Self-study
17.00 Credits
Member Price: $409
Financial Tax Planning Building an Estate Preservation of Wealth Deferral Reduction Income Splitting Elimination Asset Protection Estate Planning Estate & Gift Taxes Wills & Probate Trusts Entity & Title Life Insurance, Annuities & Buy-Sell Agreements Special Business Issues Estate Tax Freeze Rules Elderly & Disabled Planning Post-Mortem Planning & Tax Return Requirements
Concepts and Mechanics of Exchanges
Available Until
Self-study
13.00 Credits
Member Price: $299
Introduction - 1031 Section 1031 & Its Function Statutory Requirements & Definitions The Concept of "Boot" The Rules of "Boot" Losses Basis on Tax-Deferred Exchange Depreciation, Cost Recovery, MACRS & Recapture Miscellaneous Aspects Mechanics Types of Exchanges Delayed Exchanges Warehousing & Pot Method Accommodators & Intermediaries
Conflict Management
Available Until
Self-study
2.00 Credits
Member Price: $69
Sources and effects of, and managing, conflict Mediating Positive conflict
Construction Industry Conference 2022 On-Demand
Available Until
Self-study
7.00 Credits
Member Price: $249
Keynote: Economic Update A&A Update Employment and Labor Law Update Tax Planning and Opportunities Surety, Financial and Credit Markets The Work-in-Process Schedule Emerging Issues Impacting the Construction Industry
Corporate Sustainability: A Model Uncertainty Analysis of Materiality
Available Until
Self-study
1.00 Credits
Member Price: $49
Materiality Social and financial performance Research methods Epistemology Model uncertainty Replication
Corporate Tax Planning (expanded)
Available Until
Self-study
20.00 Credits
Member Price: $499
Business Forms & Characteristics Corporate Formation & Capitalization Corporate Principals & Employees Basic Fringe Benefits Business Entertainment Insurance Retirement Plans Nonqualified Deferred Compensation S Corporations Business Dispositions & Reorganizations
Corporate Taxation 2022
Available Until
Self-study
2.00 Credits
Member Price: $69
Corporation defined PSC corporations Incorporation Small business stock exclusion Start-up & organizational expenses Alternative minimum tax Capital gains & losses Accumulated earnings Accounting periods & methods Inventories
Creating Trusted Planning Relations
Available Until
Self-study
1.00 Credits
Member Price: $49
? Planning Around New Tax Laws Creating Trusted Planning Relationships
Cryptocurrency Compliance
Available Until
Self-study
1.00 Credits
Member Price: $49
New Developments Schedules K-2 and K-3 Crypto
Cybersecurity and Risk Assessment 2022
Available Until
Self-study
1.00 Credits
Member Price: $49
Cybersecurity Risk Assessments
Data Analytics for CPAs: Introduction and Descriptive Analytics
Available Until
Self-study
1.00 Credits
Member Price: $49
What is analytics? Analytics Maturity Benchmarking: how CPAs can benchmark their clients' analytics maturity Three types of analytics: descriptive, predictive, prescriptive Descriptive analytics: text mining, multidimensional clustering, maybe statistical outlier detection
Data Analytics for CPAs: Predictive Analytics
Available Until
Self-study
1.00 Credits
Member Price: $49
What is forecasting? How to make and evaluate a forecast statistically Forecasting a simple time series: staffing an office Forecasting a more complex time series: product revenue forecasting Forecasting a nonlinear target: CART trees for market segmentation
Data Analytics for CPAs: Prescriptive Analytics
Available Until
Self-study
1.00 Credits
Member Price: $49
What is optimization? How to set up and solve an optimization problem Optimizing capital investment decisions with a decision tree Optimizing inventory management with reorder points and safety stock
Dealing With Debt & Interest
Available Until
Self-study
18.00 Credits
Member Price: $439
Deductible Interest & Debt Allocation of Deductible Interest Home Mortgage Interest Taxable Interest Installment Sales Repossession Debt Cancellation & Foreclosure Equity Participation Debt Foreign Interest Withholding Bad Debts
Dealing with Underperforming Employees
Available Until
Self-study
2.00 Credits
Member Price: $69
Goals Sources of performance deviations Successful interventions