CPE & Event Calendar

This course examines and explains the practical aspects of using the closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities and little-known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions between S and C corporations will be unraveled and guidelines for client direction given.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to help keep you on top of recent developments, including how the new tax laws impact financial planning, tax management within investments and client communications by c reating Trusted Planning Relationships.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course will help keep you on top of recent developments in elder care, including cautionary tales for adult caregivers and caretakers of parents & spouses.

Family law is one of the larger specialty practice areas for both CPAs and attorneys. Understanding international divorce issues, quantifying the marital standard of living and knowing the latest legislation and tax laws are just a few critical family law issues covered at this year's conference. Gain insight from CPAs, attorneys and judges as they share critical information impacting your family law practice. As your clients face separation, divorce or support conflicts, they will rely on you to guide them through their family disputes. You'll hear about the latest developments, legislation, and trends in family law disputes and dissolutions at this conference. Plus, the conference provides an excellent opportunity to network with judicial officers, attorneys and other professionals. Please note, this is a livestream of the 2022 Family Law Conference taking place in Northern California.

First, in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness-understanding who you are, how others perceive you, and how to course-correct when necessary. Cover the ability to effectively communicate and influence others. To drive achievement and results. Learn about the willingness and the ability to develop others. Recognize the impact of your leadership on those around you. Create the shift from 'Me' to 'We' and utilize a growth mindset. Identify what kind of leader you want to be. Set Intentions and Goals for your development through the series. Visit Series Page

Fourth in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness-knowing who you are, how others perceive you, and course-correct when necessary. Cover the ability to effectively communicate and influence others, to drive achievement and results. Learn about the willingness and the ability to develop others. Understand the basics of employee engagement. Identify what gets in your way when it comes to Delegation. Learn the four steps to using delegation as a development and engagement tool. Learn how to effectively provide feedback, both formally and informally. Visit Series Page

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course will help keep you on top of recent developments, including how the new tax laws impact financial planning, tax management and ways to help plan for long-term care.

This course focuses on reviewing standards for preparation services, addressing the associated risks and providing guidance for accountants to make professional judgments. By equipping you with up-to-date knowledge of the AICPA's professional standards for preparing financial statements, the course empowers you to minimize the risk of material misstatements, be it due to fraud or error. Pairing this course with another 4-unit course enables you to meet the 8-unit accounting CPE requirement for accountants who exclusively prepare financial statements without performing compilations, reviews or audits. Small-Business Financial Statements (FRF) can fulfill the remaining four CPE units. Additionally, the companion course, Start-up and Small Business Financial Statements: Issues and Fraud (SSFR), not only meets the 4-unit fraud requirement but also qualifies as accounting CPE. It's an efficient way to enhance your expertise and meet your professional development needs.

In this course, you will g ain insight from CPAs, attorneys and judges as they share critical information impacting your family law practice. You'll hear about the latest developments, legislation, and trends in family law disputes and dissolutions.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to help keep you on top of recent developments and the top 5 ways to fund your retirement.

Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest tax legislation applicable to individual and business clients. Continually updated to reflect enacted legislation.

To grow and succeed, accounting and finance professionals must have a workable business development plan - and execute it effectively. Business development plans serve as a road map for bringing new clients into an organization and keeping the clients you already have. This course provides a broad overview for successfully growing a business. Whether you are relatively new to your profession or a seasoned pro, this course will teach or remind you of the key strategies you need to utilize to expand your business. This course also addresses marketing fundamentals such as the establishment of referral sources, networking, publishing, and social media best practices.

Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to meet people that most closely align with the company's vision to choosing the right contacts that will best lead to referrals for the struggling company. The game's accompanying video, "Business Development for Accounting and Other Professionals" provides additional reinforcement of the topics and learning objectives.

Participants have nine hours before tonight's birthday party, and as they begin the workday, they must review and prioritize their task list to maximize productivity. How much can they get done? As they set off on their day by clicking through each task on the list, they will encounter interruptions and distractions from colleagues. Players must manage these interruptions while staying on track. Their responses will affect the day's priorities as well as the number of hours they consumed throughout the day.

In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the organization's success. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor for the good of the organization. This reality has proven to be even more true with the advent of COVID-19. This course is designed to give the CFO and controller the skills needed to lead their organizations into the rapidly changing decade, and also redesigned to concentrate on what we have learned from the pandemic. Another unique aspect of this course is its constant evolution. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year.

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.

Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.

Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.

Getting ready for busy season involves not only knowing what's new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With major legislation enacted over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.