CPE Catalog & Events
Self Study: Selected Legal Issues With Tax Analysis 2022
Available Until
Self-Study
2.0 Credits
Asset protection COBRA coverage Bankruptcy Divorce settlements and divisions Employment and Social Security Americans with Disabilities Act Entities and title Insurance & foreclosure Involuntary conversions Torts and personal injuries
Self Study: Small-Business Financial Statements 2023
Available Until
Self-Study
4.0 Credits
Special purpose frameworks vs. GAAP AICPA's Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs) Cash and tax bases of accounting Other Comprehensive Basis Of Accounting (OCBOA) Revenue recognition Accounting methods Financial statements Disclosures
Self Study: Special Problems in Real Estate Taxation
Available Until
Self-Study
11.0 Credits
Tax Economics Installment Sales & Time Value of Money Mortgage Finance Home Sales & Like-Kind Exchanges Involuntary Conversions Passive Loss & At-Risk Rules Sales by Foreign Investors REITS
Self Study: Start-up and Small Business Financial Statements: Issues and Fraud 2023
Available Until
Self-Study
4.0 Credits
Fraudulent financial reporting Business issues and risks Going concern uncertainties Related party transactions Misstatements Noncompliance with laws Preparations, compilation and reviews Client acceptance and continuation
Self Study: Strategies from a CFO Perspective
Available Until
Self-Study
1.0 Credits
Preparing for the Next 3-5+ Years? Supply Chain Disruption? Refinancing? Insurance? M&A? Labor and H2A Programs? Great Resignation
Self Study: Tax Cuts and Jobs Act
Available Until
Self-Study
4.0 Credits
Tax bracket modifications and changes Individual & business tax credits, deductions and exclusions Education incentives Saving, pensions and retirement Corporate and small business taxation Insurance provisions Compensation restrictions International provisions Exempt organization taxation
Self Study: Tax Planning for Seniors 2022
Available Until
Self-Study
4.0 Credits
Income for seniors: earned and investment Deductions: bunching, tracing, minimizing Effect of income tax strategies on an estate plan
Self Study: Tax Tuesday: Corporate Transparency Act-Beneficial Ownership Reporting
Available Until
Self-Study
1.0 Credits
What entities are subject to BOI reporting? What are the deadlines for reporting? What if any are practitioners' responsibilities? Recommendations for advising your clients.
Self Study: Tax and Financial Planning for Retirement
Available Until
Self-Study
18.0 Credits
Financial Tax Planning Building an Estate Preservation of Wealth Deferral Reduction Income Splitting Elimination Estate Planning Asset Protection
Self Study: Tax, Bankruptcy & Financial Problems (expanded)
Available Until
Self-Study
19.0 Credits
Bankruptcy Transfers Incident to Divorce Asset Protection Medical, Charitable and Casualty Debt Cancellation & Foreclosure Repossession Bad Debts Elderly & Disabled Planning Estate Planning
Self Study: Tax, Bankruptcy and Financial Problems 2022
Available Until
Self-Study
3.0 Credits
Federal bankruptcy Marital property settlements - 1041 Asset protection Medical costs -213 Casualty & theft losses - 165 Debt cancellation and foreclosure, repossession and bad debts Elderly and disabled planning Catastrophic illness and healthcare decisions Supplemental security income and disability benefits Estate planning and primary dispositive plans
Self Study: Telehealth Implementation: Lessons Learned
Available Until
Self-Study
1.0 Credits
Pandemic Effects on Healthcare Organizations COVID regulatory Issues Telehealth Implementation: Lessons Learned
Self Study: The Association Between Audit Office Team Diversity and Audit Quality
Available Until
Self-Study
1.0 Credits
Self Study: The Association between Auditor Provided Tax Planning and Tax Compliance Service
Available Until
Self-Study
1.0 Credits
Tax non-audit services; tax avoidance; tax risk; effective tax rates; tax volatility.
Self Study: The Disclosure and Consequences of U.S. Critical Audit Matters
Available Until
Self-Study
1.0 Credits
Critical audit matters (CAM) PCAOB Expanded audit report XBRL Footnote disclosure Textual analysis Market reaction Unexpected disclosures Audit quality Audit fees
Self Study: The Employee Evaluation Review
Available Until
Self-Study
2.0 Credits
Performance cycle How to prepare a review How to deliver a review
Self Study: The Impact of Benefit Plan Audits on the Financial Statement Audit
Available Until
Self-Study
1.0 Credits
Benefit Plan Audits Financial Statement Audit
Self Study: The Impact of Blockchain Technology Adoption Announcements
Available Until
Self-Study
1.0 Credits
Blockchain (BC) Transformative strategic role Leading vendors Event study Market reactions
Self Study: The Importance of Leader Training to DEI Success
Available Until
Self-Study
1.0 Credits
Diversity Equity Inclusion
Self Study: The Intersection of Accounting & Sustainability 2023
Available Until
Self-Study
1.0 Credits
What Sustainability is in today's world and why a business owner should care How Sustainability Frameworks are starting to shift business Where accounting fits into the Sustainability and ESG puzzle The benefits of embracing Sustainability frameworks A focused look at B Corporation certification