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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

Communications skills training for the CPA

Available Until Sunday, April 30

TBD

2.00 Credits

Today's competitive and complex business environment requires the CPA to be a strong communicator. Attend this proactive seminar and learn how to effectively communicate your position. Topics will emphasize the "communication" process and explore techniques to improve oral communications, including telephone techniques and written communications. Explore communications and personality types while considering the importance of the "human" side, including "empathy," "ego" and "needs." Summarized topics covered through a series of mini-case studies. The webcast was originally broadcast on May 3, 2017. Note: There is a minimum passing rate of 70% for this course.

Compilations and Reviews: Risks, Procedures and Fraud

Available Until Sunday, April 30

TBD

8.00 Credits

This course reviews standards for accounting and review services focusing on the risks faced by accountants who provide these services and on what it takes to minimize those risks. It offers guidance for the professional judgments accountants must make when providing these services.

Complete Guide to Estate & Gift Taxation

Available Until Sunday, April 30

TBD

17.00 Credits

This presentation integrates federal taxation with overall financial planning. The course will explore 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. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal financial plans to clients. The course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Note: There is a minimum passing rate of 70% for this course.

Concepts and Mechanics of Exchanges

Available Until Sunday, April 30

TBD

13.00 Credits

While tax reform provisions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. Functionally, an exchange is a bridge over the normally taxable event of moving from one property to another. This course alerts the practitioner to the different planning opportunities that surround exchanging. Participants will be able to identify, analyze and handle effectively the complex tax problems that arise under 1031. This understanding will be directly applied to the structuring and audit survival of multi-party and delayed exchanges.

Conflict Management

Available Until Sunday, April 30

TBD

2.00 Credits

No team or organization is perfect, and we all experience conflict in our professional lives. How we manage conflict determines whether or not it ultimately helps our hurts our work. Learn how to tackle conflict positively by understanding sources of conflict, the damaging effects of unchecked negative conflict, how to react when conflict is directed at you, how to mediate when others experience conflict and how to create needed positive conflict. The webcast was originally broadcast on July 18, 2016. Note: There is a minimum passing rate of 70% for this course.

Coronavirus Tax Summary

Available Until Sunday, April 30

TBD

1.00 Credits

The Families First Coronavirus Response Act was signed by President Trump on March 18, 2020. Later on March 27, 2020, he signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, with a $2.2 trillion price tag. These Acts have been supplemented by pronouncements from the Treasury Department and Internal Revenue Service. These emergency coronavirus provisions are intended to limit the spread of the pandemic, support relief efforts, and stabilize the economy. This course is an overview and summary of tax provisions contained in the above legislation and government pronouncements. It provides a reference to selected individual, business, retirement, employment, filing, and charitable tax provisions adopted. The resulting major tax impact carries special meaning to the tax practitioner and return preparer. The course is intended to be a resource for tax professionals and staff alike to gain easy access to the most important major changes.

Coronavirus Tax Summary-Expanded

Available Until Sunday, April 30

TBD

3.00 Credits

The Families First Coronavirus Response Act was signed by President Trump on March 18, 2020. Later on March 27, 2020, he signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, with a $2.2 trillion price tag. These Acts have been supplemented by pronouncements from the Treasury Department and Internal Revenue Service. These emergency coronavirus provisions are in-tended to limit the spread of the pandemic, support relief efforts, and stabilize the economy. This course is an overview and summary of tax provisions contained in the above legislation and government pronouncements. It provides a reference to selected individual, business, retirement, employment, filing, and charitable tax provisions adopted. The resulting major tax impact carries special meaning to the tax practitioner and return preparer. The course is intended to be a resource for tax professionals and staff alike to gain easy access to the most important major changes.

Corporate Tax Planning (expanded)

Available Until Sunday, April 30

TBD

20.00 Credits

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.

Corporate Taxation

Available Until Sunday, April 30

TBD

2.00 Credits

This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation under tax law. The advantages and disadvantages of corporations are examined; incorporation and capitalization issues are discussed; and, basic tax rates and specialty taxes are re-viewed. The tax treatment of operational expenses and deductions are outlined, and accounting periods and methods are explored. Finally, the dangers of multiple corporations and corporate distributions are highlighted.

Dealing With Debt & Interest

Available Until Sunday, April 30

TBD

18.00 Credits

This course brings the practitioner up-to-date information on tax issues affecting interest and debt. It covers the definition of bona fide debt, the avoidance of equity and lease treatment, imputed interest rates and debt modification. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, equity participation debt, taxable interest, and bad debts.

Dealing with Underperforming Employees

Available Until Sunday, April 30

TBD

2.00 Credits

Even if your hiring systems are functioning correctly, sometimes employees encounter difficulties at work and underperform. If this becomes chronic, it's the leaders role to intervene and address the problem. Gain insight to handling this tough situation successfully by learning about the consequences of underperformance; goal clarity; resource sufficiency; ability versus motivation; when to intervene; and using progressive interventions, among other topics. The webcast was originally broadcast on May 13, 2016. Note: There is a minimum passing rate of 70% for this course.

Debt: Selected Debt-Related Issues

Available Until Sunday, April 30

TBD

2.50 Credits

This course brings the practitioner information on tax issues affecting interest and debt. The various types of interest and their required allocation are explored and reviewed. For the economically troubled client, special attention is devoted to debt cancellation, repossession, discounts, and foreclosure. The program also discusses installment sales, taxable interest, and bad debts.

Defensive Divorce

Available Until Sunday, April 30

TBD

16.00 Credits

This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. Property settlements, basis allocation, third party transfers, and purchases between spouses are explored and analyzed. Special attention is given to the division of business interests, retirement plans (including QDROs), insurance policies, and the family residence.

Divorce Transfers and Settlements

Available Until Sunday, April 30

TBD

2.00 Credits

Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers and asset divisions are examined with an empha-sis on planning considerations. This course reviews property settlements and other transfers incident to divorce. Basis allocation, third party transfers and purchases between spouses are also examined. Common pitfalls for the unwary such as transfers in trust, installment notes, and purchases between spouses are analyzed. Application of these tax principles is exampled in selected asset divisions of the residence, business interests, insurance, and pension benefits.

Education Tax Benefits

Available Until Sunday, April 30

TBD

2.00 Credits

Today taxpayers must plan for their children's education. Touching on various topics such as qualified tuition programs (QTPs), scholarships and fellowships, this course examines the tax treatment of costs related to education. Practitioners will learn the ins and outs of the tax benefits concerning education and will be able to identify those educational expenses that are deductible. Additionally, financial planning strategies and techniques are outlined to better prepare taxpayers for future educational costs.

Effective Decision Making

Available Until Sunday, April 30

TBD

2.00 Credits

Making great decisions is not about being a genius. It's about knowing thinking tricks and avoiding thinking traps. Gain an appreciation for short-term vs. long-term decision making; get past the use of cognitive traps, such as stereotypes; and come to grips with the role of values in decision making. Finally, you will focus on how to frame decisions for others to maximize decision commitment. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.

Effective Feedback

Available Until Sunday, April 30

TBD

2.00 Credits

Some employees need very little of your time, but most employees-even top performers-require regular feedback. However, most managers are not clear about what constitutes useful feedback. Gain clear and practical advice about the elements of productive feedback, knowing when to engage a feedback session, how to be effective interpersonally when discussing difficult topics and how to seek feedback for yourself. The webcast was originally broadcast on May 16, 2016. Note: There is a minimum passing rate of 70% for this course.

Effective Time Management

Available Until Sunday, April 30

TBD

2.00 Credits

We all have 24 hours to work with each day-but only a minority truly know how to maximize the use of time. Join us and learn how to prioritize work, strategically leverage other people, know when to work on what, protect your time, manage access to you and how to say no. The webcast was originally broadcast on May 13, 2016. Note: There is a minimum passing rate of 70% for this course.

Employee Compensation and Benefits

Available Until Sunday, April 30

TBD

3.50 Credits

The various ideas, methods, and techniques to optimize the overall compensation package for key employees and principals are examined in this course. Generally, businesses may deduct employees' pay including wages, salaries, and other perks. Certain fringe benefits that can provide an unusually tax-favored manner of supplementing compensation are described and evaluated. In addi-tion, equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOT's, stock options, and bonuses. Finally, deferred compensation arrangements are investigated. The goal of this course is to provide participants with a working knowledge of types of compensation necessary to structure a compensation package minimizing tax liabilities and cost.

Entities and Title

Available Until Sunday, April 30

TBD

2.00 Credits

Before launching into an estate planning program, it's important to know who owns what and exactly for whom you are planning. This requires that methods of holding title must be analyzed, considered, and selected. Sole proprietorships, S corporations, C corporations, partnerships, and limited liability companies are analyzed as to formation, operation, and ultimate disposition. Since who or what holds title imposes its own unique tax and legal consequences on the estate plan, emphasis is given to the maximization of tax benefits in each business format. While each has its own separate characteristics, several may be used together in more sophisticated planning.