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CPE Catalog & Events

Showing 13478 All Events Results

Internal Control - Testing for Operating Effectiveness

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Virtual

2.00 Credits

The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting

Topic 842: FASB's Lease Accounting Standard Update

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Online

2.00 Credits

What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates

Taking Advantage of Array Formulas in Excel

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance.Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios.Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling.Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management.Using Array Constants:  This section teaches how simplify the use of static values called Array Constants

How to Double Your Firm's Revenue Through CFO and Advisory

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Virtual

1.00 Credits

The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.

Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1

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Online

2.20 Credits

Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards

Managing Your Money in Retirement

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Online

3.00 Credits

Social Security Retirement Asset allocation Fraud  

Business Losses: Going Backward and Forward

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Online

2.00 Credits

Recent legislative developments for deducting business losses TCJA net operating losses rules of §461(l) §163(j) Business Interest Expense Limitations of deducting losses and basis What is the “quickie” refund; Section 465 At-Risk amount Section 469 Passive Activity Loss rules

Measuring Audit Risks

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Online

3.00 Credits

The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality

Business Tax Update for Industry

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Online

2.00 Credits

“Tax-mageddon” – the all-important impending expiration/extension/renewal of the TCJA  Other recent Federal legislative, rules and tax developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Latest legislative, judicial, and IRS developments

Global Internal Audit Standards (GIAS) Domain II - Part 2

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Online

2.00 Credits

Internal Audit Standards GIAS Accounting Internal Controls

Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts

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Online

2.00 Credits

Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting 

Current Fraud Trends - Nonprofit and Government Entities

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Online

2.00 Credits

Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud

Fraud Unmasked: Understanding and Preventing White-Collar Crime with Dr. Richard G. Brody

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Online

2.00 Credits

Fraud Prevention Accounting Business Ethics

New PCAOB Quality Control Standard Overview

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Online

2.00 Credits

Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard

Why Auditors Fail To Detect Fraud

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Online

2.00 Credits

Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1

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Online

1.00 Credits

Forensic Accounting Accounting Auditing Finance

Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation

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Online

3.00 Credits

Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession

New Client Ethical Challenges: The CPAs Guide

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Online

2.00 Credits

How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance

Mastering IRS Form 7217: Partnership Property Distributions

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Property distributions in liquidation of a partner’s interestSection 751 and its impact on property distributions from a partnershipMechanics of completing Form 7217 – new for 2024The Section 754 election and its role in partnership property distributions

Business Tax Update: Recent Developments

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Online

2.00 Credits

Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S