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CPE & Event Calendar

For details about the CPE and event categories below, please click here.

Showing 552 On Demand CPE Results

1040 Workshop

Available Until Sunday, April 30

TBD

31.00 Credits

Designed to make the practitioner comfortable with "high traffic" issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation. For example, the analysis of gross income is discussed together with income splitting techniques; property transactions are examined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas.

199A Deduction: The Final Regulations

Available Until Sunday, April 30

TBD

3.00 Credits

The course will focus on how the final regulations (released 1/18/2019) modify or illuminate the 199A proposed regulations. Gary McBride will assume that attendees already have a fundamental knowledge of the proposed regulations on section 199A.

2021/2020 Easy Update & Inflation Adjustments With Coronavirus Legislation

Available Until Sunday, April 30

TBD

9.00 Credits

This course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the "big chunks" and bring their professional knowledge up to speed.

Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics

Available Until Sunday, April 30

TBD

4.00 Credits

This course covers case studies and engage in discussion questions that cover professional ethics, fair positions in tax returns, ethical issues in tax practice, fairness in financial reporting, and integrity.

Accounting for Nonprofit Board Members

Available Until Sunday, April 30

TBD

3.00 Credits

Serving on a nonprofit board can be exciting and fulfilling. However, unique FASB standards for nonprofits can make reading financial statements a frustrating task. Learn about accounting errors and risk management. Being a board member can also lead to personal liability if the organization's policies and procedures are not set up properly and monitored effectively. Examine the core principles and practices of nonprofit accounting and what questions to ask your organization to protect leadership.

Achieving Success as a New Manager

Available Until Sunday, April 30

TBD

2.00 Credits

This interactive, two-hour seminar will address how to make the most of the vital time immediately following your promotion into management. This includes how to quickly engage your learning curve, getting to know your boss and their expectations, building rapport with your team and the importance of securing initial small wins. Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on August 8, 2015.

Adding Personal Financial Planning Services to Your CPA Practice

Available Until Sunday, April 30

TBD

2.00 Credits

Is it time to begin adding personal financial planning services to your existing practice? Gain the necessary skills to assess whether adding these services to your practice makes sense. This course examines the benefits and potential pitfalls of creating this type of entity; the skills of how to develop the appropriate infrastructure; and the appropriate type of entity and licensing requirements. We'll take a look at associating with appropriate financial services companies and professionals, staffing, technology, networking and other features of launching this new service, as well as the six steps of the financial planning process and how to apply them to each planning discipline. The webcast was originally broadcast on June 30, 2016. Note: There is a minimum passing rate of 70% for this course.

Asset Protection

Available Until Sunday, April 30

TBD

2.00 Credits

The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning. This course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.

Assets, Income and Cash

Available Until Sunday, April 30

TBD

2.00 Credits

This course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning.

Assets, Income and Cash (expanded)

Available Until Sunday, April 30

TBD

14.00 Credits

This course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial planning.

Automobile Rules

Available Until Sunday, April 30

TBD

2.00 Credits

Operating costs for vehicles used in the course of a taxpayer's business are deductible. Thus, when taxpayers use their vehicles in their businesses or employment, they can deduct that portion of the cost of operating their vehicle. Such costs that can be deducted are property taxes that are paid on their vehicle if deductions are itemized on Schedule A. This course reviews apportionment of personal and business use, the actual cost method, and the standard mileage method, and expensing. Moreover, this presentation informs practitioners about topics such as the benefits and costs of leasing versus owning, and working condition fringe benefits.

Bankruptcy Tax Issues

Available Until Sunday, April 30

TBD

2.00 Credits

The Bankruptcy Abuse Prevention and Consumer Protection Act was enacted to minimize abuse of the bankruptcy system. Included in this Act were tax law changes and other changes that individuals, partnerships, and corporations will see in the bankruptcy procedures and qualifications. This course both ex-amines these changes that debtors will face when filing for federal bankruptcy and also explores the many tax issues of bankruptcy. Practitioners will also learn about other issues such as homesteading and garnishment by creditors.

Basic Fringe Benefits

Available Until Sunday, April 30

TBD

4.00 Credits

This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding, and accounting. Achievement awards, term life insurance, medical reimbursement, meals & lodging, educational assistance, dependent care, employer-provided automobiles, interest-free loans, etc. are identified. Employer and employee economic and tax considerations are recognized. Fringe benefit requirements and limits are specified and ERISA compliance requirements are determined.

Basic Marital Tax Matters

Available Until Sunday, April 30

TBD

2.00 Credits

In this course, initial marital tax matters such as living together, property rights, premarital agreements, filing status, exemptions, and dependents are explored. The detail support test for children of divorced or separated parents, the tax treatment of back child support, the deduction of divorce costs, and estimated tax payments are reviewed. Emphasis is given to marital property rules, married versus unmarried tax rate comparison, head of household status, and treatment of refunds and deficiencies.

Business Taxation

Available Until Sunday, April 30

TBD

24.00 Credits

Americans who want to be their own boss are not entirely on their own. They have a rich uncle - Uncle Sam - who is there to help, as well as to make demands. The nation's tax laws are intended to encourage people to start new businesses and are chock full of incentives and tax breaks, as well as sometimes onerous reporting requirements. This course is a fast-paced and entertaining guide through tax issues affecting business entities and their owners. The focus of this class is on tax devices and techniques available to the small-business owner. Emphasis will be given to operational deductions, fringe benefits, compensation, family income splitting, retirement plans, and estate planning.

Business Travel and Entertainment

Available Until Sunday, April 30

TBD

2.00 Credits

Taxpayers are once again looking to CPAs for guidance and planning related to travel and entertainment expenses. This comprehensive course examines and explains the practical aspects of business travel and entertainment deductions. To determine the expenses that taxpayers are able to deduct, fundamentals are reviewed and planning opportunities are identified. Practitioners will learn to master the proper administration of these complex and often cumbersome provisions.

Career Coaching Millennials

Available Until Sunday, April 30

TBD

2.00 Credits

We can't deny a great divide exists between the expectations and workplace needs of baby boomers and millennials. To bridge the gap, learn how to shift the way we groom future leaders so organizational performance does not walk out the door when the boomers retire and understand the value transitioning from the old model of mentorship to a leadership development tool-career coaching-that is much more effective with millennials. The webcast was originally broadcast on August 13, 2015. Note: There is a minimum passing rate of 70% for this course.

Choice of Entity

Available Until Sunday, April 30

TBD

3.50 Credits

This course describes and compares sole proprietorships, partnerships, limited liability companies, "C" corporations and "S" corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right business entity for their tax and liability needs.

Choice of Entity (expanded)

Available Until Sunday, April 30

TBD

22.00 Credits

This comprehensive course describes and compares sole proprietorships, partnerships, limited liability companies, C corporations, and S corporations. It examines the advantages and disadvantages of each, helping you properly select the right business entity for your clients' specific tax and liability needs. Perhaps most importantly, this course emphasizes the maximization of tax benefits in each business format. Fringe benefits, retirement plan alternatives, and nonqualified deferred compensation are also discussed in detail.

Coaching and Mentoring Others

Available Until Sunday, April 30

TBD

2.00 Credits

We'll make the case that all professionals-and leaders in particular-must make developing others a top priority. The course will address the difference between coaching and mentoring as methods of developing others and will offer several specific tips for effective coaching and successful mentoring programs. Originally presented June 6, 2015. Note: There is a minimum passing rate of 70% for this course.