CPE Catalog & Events
Winter Federal Tax Summit with Ron Roberson
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Live Virtual Seminar
16.00 Credits
Member Price: $495
Finance and Innovation: Reinvent Your Department and Your Company
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Live Virtual Seminar
8.00 Credits
Member Price: $315
How innovation happens Innovation metrics and how to report on innovation efforts How the use of technology and other simple techniques can foster and sustain innovation The difference between disruptive and sustaining innovation How to become more innovative on a personal level How to communicate and encourage innovation within your company
K2’s Better Productivity Through Artificial Intelligence and Automation To ols
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Live Virtual Seminar
4.00 Credits
Member Price: $155
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
K2’s Ethics And Technology
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Live Virtual Seminar
4.00 Credits
Member Price: $155
Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies
Financial Statement Disclosures: A Guide for Small and Medium-Sized Busine sses
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Financial statement disclosures for small and medium-sized businesses Balance sheet, income statement, and statement of cash flows presentation and disclosure issues Disclosure examples from all sized entities which you can use to base your disclosures on Developing disclosure issues, including disclosures related to the adoption of Topic 606
Securing a Comfortable Retirement
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client Using the residence and other real estate as retirement assets through equity and rent Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party An overview of portfolio management for retirees, including: sustainable portfolio withdrawal rates; balancing investments between income and equity, and taxable and nontaxable; and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings Planning with the new retirement provisions of SECURE Act 2.0
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techni ques
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Building change into the planning process Sales/income plan Intermediate planning Technology plan Capital equipment planning One-year operating plan Monthly planning Cash plan Risk plan
Surgent's S Corporation, Partnership, and LLC Tax Update
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements, including the domestic filing exception and Form 1116 exemption Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations with examples of how to calculate stock basis A review of like-kind exchange transactions under section 1031 Guidance on the impact of recent legislation on S corporations and partnership entities New Form 1099-K reporting requirements Bonus depreciation Section 163(j) Section 174 Research and Experimental Expenditures FinCEN reporting requirements in 2024 Employee vs independent contractor considerations that companies should be aware of A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships
Current Issues in Accounting and Auditing: An Annual Update
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB’s Technical Agenda Leases – Topic 842 Review of SAS No. 142 – Audit Evidence Recently issued SASs and other AICPA activity Detailed review of SAS No. 145 Other important A&A practice matters
Reviewing Individual Tax Returns: What Are You Missing?
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Common errors made involving the following tax topics: Section 199A qualified business income deduction Home office Hobby losses Self-employment health insurance Business start-up costs Depreciation Unreported income Schedule C issues Like-kind exchanges Self-employment tax Sections 1202 and 1244 stock Charitable contributions of property
Ethical Considerations for CPAs
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Live Virtual Seminar
4.00 Credits
Member Price: $200
The CPA’s role in today’s economy The similarities and differences between individual and business ethics The link between ethics, integrity and scruples The basic attributes of ethics and professional conduct The history of the CPA profession and the CPA’s requirement to adhere to ethics policies and codes of conduct The AICPA’s Code of Professional Conduct and a CPA’s responsibility to the public, clients, and colleagues The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careerson
IRS Tax Examinations and Hot Issues
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Coverage of the Inflation Reduction Act of 2022 Criteria that the IRS uses to select returns for examination Vehicles, meals, and virtual currency considerations Worker classification determinations on who is an employee and who is an independent contractor S corporation officer’s reasonable compensation issues Responsibilities to pay the employment taxes when the business defaults Tax-related identity theft procedures
Annual FASB Update and Review
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Private company standard setting activities Recent FASB Accounting Standards Updates (ASUs) Topic 842, Leases ASC 326: CECL
Reviewing Partnership Tax Returns: What Are You Missing?
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Common errors made involving the following tax forms: Form 1065 Schedules K and K-1 Schedules M-1 and M-2 Form 4562 Form 4797
Introduction to Forensic Accounting
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Reviewing S Corporation Tax Returns: What Are You Missing?
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Common errors made involving the following tax forms: Form 1120-S Schedule K-1 Schedule L Schedules M-1 and M-2 Form 4562 Form 4797
Accounting Data Analytics
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Live Virtual Seminar
2.00 Credits
Member Price: $99
Accounting Data Analytics
Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should K now
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Timely coverage of breaking tax legislation A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
The U in Culture | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits