CPE & Event Calendar

Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This program addresses the many complex financial and tax accounting issues that are common in S corporation transactions, with discussion of common pitfalls and the new AICPA "small" GAAP accounting standards.

Stay current on recent changes to the AICPA Code of Professional Conduct and keep abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. Explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality, and independence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The final webcast in this series focuses on the special rules that apply when a fiduciary entity invests in real estate or other passive activity assets, elects the 65-day rule, makes specific bequests to beneficiaries or incurs alternative minimum tax (AMT). The underlying statute for AMT is written for individual taxpayers and the fiduciary or adviser must apply the statute to the special rules and calculations that determine fiduciary taxation.

Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the small Illinois town of 16,000 residents was the largest governmental fraud case to date, and spanned an astonishing 20 years. This remarkable story inspired an award-winning documentary, "All the Queen's Horses." We will also examine factors that led to scandals involving the Baptist Foundation of Arizona, World Com, Collin Street Bakery and the Ohio American Cancer Society, among others. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

If you use Outlook to process your email, you are likely spending a substantial part of your day processing incoming email messages. This course is designed to show you a multitude of tips and tricks to reduce time spent processing emails. We will cover every feature available in Outlook to streamline and automate your email processing. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Professional Skepticism - Creating a Mindset for Finding Fraud and Error is a critical skill for audit and other attest services. The public places a high value on assurance services provided by an external public accountant, as the CPA's involvement directly enhances the degree of confidence intended users can place on the financial statements to make economic decisions. A proper mindset, including professional skepticism, is a critical feature of a high-quality audit or other attest service. Professional skepticism is an essential attitude that enhances the ability to identify and respond to conditions that may indicate possible material misstatement, whether due to fraud or error. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Want to automatically update the date and time on your spreadsheet? Or pick text strings from other cells to automatically copy and update to a different cell? You will learn how to incorporate text, date and time functions in your spreadsheet that will make data entry a breeze. In this webinar, we will focus on Text functions and Date & Time functions. In the Text function section, you will learn how to use the various Text functions to join and separate text entries as well as formatting the results. In the Date & Time function section, you will learn how to perform various date and time calculations. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Today's senior executives use LinkedIn to impress hiring managers, find talent, develop opportunities, and build relationships. This interactive session is for the financial executive who wants to position themselves internally and externally for career success by leveraging the #1 professional digital platform. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seasoned professionals. Times are rapidly changing. Today, systems easily exceed humans in accuracy and consistency. Artificial intelligence (AI) brings opportunities for accountants and finance professionals in the short term to improve efficiency and accuracy, while providing more value for businesses and customers alike. In the long term, AI will offer profound changes to how professionals work and process data. This course is designed to review where we are and where we are headed in the world of AI.

Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.

This program provides an explanation of the recently enacted inflation Reduction Act of 2022. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given.

Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social success. Every business leader can improve their Emotional Intelligence, including you. Many businesses utilize EI for promotions and hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader "work smarter". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The Uniform Guidance present unique challenges to auditors of governmental organizations and not-for profit organizations receiving federal financial assistance. This Guidance requires auditors to take a risk-based approach to the audit, including a methodology of determining which federal programs are considered major and therefore subject to Single Audit compliance requirements. A significant challenge facing many auditors is determining the Uniform Guidance requirements in a Single Audit. All professional involved in Single Audits must have a working knowledge of the requirements imposed by the Uniform Guidance. We will cover the issues that all auditors need to know about the Uniform Guidance requirements, including how to determine major federal programs. This course will provide example about how to comply with these requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel has over 500 functions that are built-in and ready to use. You just have to figure out which one to use and when. Integrating functions into each and every one of your spreadsheets not only improves efficiency, it also makes your task easier to execute. In this webinar, we will focus on Logical, Information and Lookup & Reference functions. In the Logical function section, you will learn to perform logical test using the IF function along with AND, OR and NOT. In the Information function section, you will learn various ERROR checking functions that can be combined with the Logical functions. In the Lookup & Reference section, you will learn to use the various LOOKUP functions and INDIRECT function. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The standard audit report will soon receive an overhaul. This course investigates major changes to the contents and format of audit reports for private entities while exploring the influence of changes to audit reports for public companies. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

You are likely familiar with strategies for removing the Trust Fund Recovery Penalty (TFRP) or brokering an installment agreement with a Revenue Officer or ACS Representative, but what should you do and when? What happens when things break down? Who should you contact and when? This topic will help guide practitioners on getting around certain obstacles or roadblocks while working cases with the IRS. This includes best practices for contesting the TFRP, who to contact and how to prepare when negotiating installment agreements, and steps to elevate cases that are seemingly going nowhere. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.

This course provides a concise overview of the Dark Web, a part of the internet that isn't indexed by search engines, and is often associated with anonymous transactions and nefarious activities. Discover the leading threats and risks that the Dark Web poses to accounting firms. Explore how practitioners can effectively mitigate the risk of data breaches, ransomware attacks, financial fraud and other risks connected to the Dark Web. You'll walk away with a foundational understanding of leading cybersecurity strategies that can help you maintain client trust and protect your firm's sensitive data in this complex and ever-changing threat landscape. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.