CPE Catalog & Events
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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Online
2.00 Credits
Employee Theft Prevention
Qualified Business Income (QBI) Deduction (199A) - The Ins & Outs
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Online
8.00 Credits
Detailed coverage of calculating the combined qualified business income amount (i.e., QBI component and REIT/PTP component) Determine what trade or businesses under §162 are eligible for the QBI deduction (i.e., rentals and specified service trades or businesses (SSTB)) Discuss how the 20% QBI deduction (i.e., QBI component) is subject to a wage/capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts Walk through the simplified QBI Form 8995 (i.e., taxpayers below the TI threshold amounts) and detailed Form 8995-A and related schedules Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations Look at what the definition of QBI is and what items are effectively connected with that trade or business (i.e., self-employment tax, health insurance, retirement plans) Review the aggregation rules for the QBI computation and both the entity and individual level Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s Explain how the modifications to the net operating losses (NOLs) and §461(l) excess business loss limitations affect the QBI computation
Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
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Online
8.00 Credits
Legislative and regulatory updates affecting fringe benefit planning Employer-sponsored fringe benefits and tax compliance under evolving regulations IRC §132 fringe benefit options and applications Cafeteria plans: benefits, limitations, and tax considerations Tax treatment of dependent care and educational assistance programs Flexible spending accounts and health savings accounts Group term life insurance: design features and tax treatment Financing strategies for retiree medical benefits Comparing health care benefits: insured plans vs. HMOs ERISA reporting and disclosure requirements Common control rules and nondiscrimination regulations
K2's Better Reporting With QuickBooks Online
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Online
1.00 Credits
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced
Ethics Aren't for the Byrdes in Ozark
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Online
1.00 Credits
Ethical business behavior Ethical business decisions Ethical management decisions Ethical decisions in human resource management
Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Current and Upcoming FASB Issues
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Virtual
1.00 Credits
FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online
8.00 Credits
Tax considerations in divorce, including support obligations and property division Bankruptcy, debt cancelation, and financial hardship tax implications Tax treatment of cohabitation, premarital agreements, and exemptions Child support, alimony, and dependency issues Business dissolution and tax consequences Filing status options and tax rate comparisons Head of household qualifications and tax advantages Impact of refunds, deficiencies, and marital property rules
Global Internal Audit Standards (GIAS) Domain III - Part 2
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Online
2.00 Credits
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Current Audit Environment and ASB Activity
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Virtual
2.00 Credits
Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement
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Online
3.00 Credits
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality
Key Financial and Economic Issues Facing the Financial Executive
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Virtual
1.00 Credits
Understanding the current economic issues for the CFO/Controller to include: Strategic, operational planning and risk management Regulatory, Fiscal and Monetary policies impact on the organization Managing the finances of the organization during periods of rapid changes Managing risk in an uncertain economic climate
Taxation of Judgements and Settlements
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Online
2.40 Credits
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Common Peer Review Deficiencies and How to Avoid Them
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Online
2.00 Credits
Defiicencies Peer reviews Auditing
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Accounting Finance Procurement Inventory
Business Case for Designing an Experience-Led Organization
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Virtual
3.00 Credits
Customer Experience as Next-Generation Branding Employee Experience as the Future of Work Cultural analytics and culture management
Multistate Taxation - Issues and Planning Opportunities
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Online
8.00 Credits
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Employment Law 101
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Online
1.00 Credits
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
K2's Advanced Excel
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Online
8.00 Credits
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
360 Budgeting: A Holistic Approach to Process and Solutions
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Online
8.00 Credits
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
