CPE & Event Calendar

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.

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.

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.

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.

Explore the latest challenges and solutions faced by the construction industry and the CPAs who work with them. Learn about the latest updates and emerging issues in accounting practices, as well as critical economic updates to be aware of. Gain the latest in industry knowledge from leading experts in the construction field.

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.

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.

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.

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 reviewed. 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.

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.

Globalization impacts the work of businesses, individuals and the tax professionals who advise them. As a tax professional, you need an understanding of the forms, reporting requirements, standards and regulations required for filing taxes on cryptocurrency.

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.

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.

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. Special attention is devoted to debt cancellation, repossession, discounts, and foreclosure for the economically troubled client. The program also discusses installment sales, taxable interest, and bad debts.

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.

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, emphasizing 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.

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. This mini-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.

Today taxpayers must plan for their children's education. This course examines the tax treatment of costs related to education by touching on various topics such as qualified tuition programs (QTPs), scholarships and fellowships. 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. Financial planning strategies and techniques are outlined to prepare taxpayers for future educational costs better.

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.

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.