CPE & Event Calendar

Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. Probably no other industry has so many elections and considerations that need to be considered and made in order to reduce or defer amounts owed. In this course, we will highlight these areas and discuss potential opportunities for practitioners and their clients. We will also discuss the impact of more recent legislation on construction taxation, including changes to net operating losses and the AMT rules. This is a critical presentation "tailor-made" for CPAs who either work for or represent construction contractors.

Part 1 of 2. You'll never think about fraud the same way again after this session examining the psychology of both investigators and perpetrators. This story-based presentation will use first-hand accounts and the latest research to show why some traditional investigational practices are more harmful than helpful. This two-part series will expose myths and dangers lurking in our assumptions about fraud. We will explore misunderstandings about skepticism and learn how auditors and investigators may unwittingly assist the same fraud schemes they are trying to thwart. We will challenge the "sacred cows" of the industry and help us develop more effective thinking approaches for fraud investigation, detection and deterrence.

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today - your clients and your bottom line will thank you.

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

The Professional Ethics Executive Committee (PEEC) of the AICPA has been very busy issuing new and updating existing ethics rules. This course will provide an overview of recently issued and soon to be effective ethics rules that CPAs in both industry and public accounting need to know to be compliant. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Part 2 of 2. You'll never think about fraud the same way again after this session examining the psychology of both investigators and perpetrators. This story-based presentation will use first-hand accounts and the latest research to show why some traditional investigational practices are more harmful than helpful. This two-part series will expose myths and dangers lurking in our assumptions about fraud. We will explore misunderstandings about skepticism and learn how auditors and investigators may unwittingly assist the same fraud schemes they are trying to thwart. We will challenge the "sacred cows" of the industry and help us develop more effective thinking approaches for fraud investigation, detection, and deterrence.

Taxation of long-term contracts has evolved into a myriad of compliance requirements and reporting considerations. Understanding complex and sometimes illogical rules is a specialty in itself. Learn the essentials to address both tax and compliance. Based on many years of real estate and construction industry service, this course will efficiently plow through the many issues and provide precise approaches to obtain the most beneficial tax result while meeting compliance requirements.

This session features the latest behavioral science, demonstrations of experiments, and compelling real-life stories to disrupt everything you thought you knew about fraud. It will spur you to challenge "sacred cows" of the industry and help you develop better thinking approaches to detect, deter, or investigate fraud, waste and abuse. Learn why many of our basic assumptions about fraud are flawed, why some widely accepted investigative practices are more harmful than helpful, and how auditors and investigators sometimes unwittingly assist fraud schemes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Each year, more states legalize cannabis (i.e., marijuana) for medical or recreational purposes. As legalization grows, so too does the cannabis industry. While some financial professionals have stayed away from this growing sector of the economy, others have embraced the opportunities the cannabis industry has to offer. The legalization of cannabis brings with it a complex regulatory landscape, which includes strict compliance with federal and state regulations. However, the complexity of this emerging market provides opportunities for accountants and other financial professionals. Behind the cannabis dispensaries are scores of related business sectors including food production, retail, farming, and chemical production, as well as facilities, design, and construction. Simply stated, the commercialization of marijuana offers financial professionals an opportunity to participate in an industry expected to reach $73 billion worldwide within six years.

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

This course provides a concise overview of Google Sheets, a cloud-based spreadsheet application by Google. Similar to Excel, the tool allows users to enter numbers, apply formulas, prepare graphs, create charts, use pivot tables and more. While Excel is the default tool and industry standard for most accountants, Sheets has many underrated capabilities which are clearly superior to Excel. These include online collaboration, team communications, mobility, version control, revision history, cloud storage, translation, Google integration, and scores of third-party add-ons. You'll walk away knowing how to use a whole new array of spreadsheet features not found in Excel that can boost your analytical powers and accelerate your financial workflow. 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 will explore the ethical considerations CPAs and CPA firms should be cognizant of when considering services to the state legal, regulated cannabis industry. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

The construction industry faces many unique challenges to survive and remain profitable. These include specific accounting and reporting aspects for construction contracts and estimating project costs and profitability. Analyze revenue recognition under the percentage of completion method (including comparing current standards to the new FASB revenue standard) by exploring the underlying details. Reduce potential errors made using established concepts, including the shortfalls of the "cost to cost" method. Take a focused look at construction contractors' accounting, reporting and auditing. Discuss techniques and examples that provide a realistic audit approach for the contractor, including detailed auditing procedures for many types of contracts.

As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today - your clients and your bottom line will thank you.

With governments worldwide pushing the automotive industry towards electric vehicles (EVs), there might be an EV in your future or for your corporate fleet. Today, some vehicles are all gas, all electric or hybrid. How much do EVs cost to purchase, maintain and charge? Most EV owners charge at home but need public charging when venturing beyond their vehicle's range. Not all EVs can use every public charger and various charger types recharge at different speeds. This session will simplify the issues and tell you what you'll want to know if there is an EV in your future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The insurance industry has unique accounting and regulatory requirements. This course provides an introduction to those unique requirements, including the multiple layers of regulation, statutory vs. GAAP accounting, non-admitted assets, special treatment of taxes, and more! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

This course provides tools and insights into financial statement analysis - both quantitative and qualitative. We'll look not only at the three main financial statements but also dive into the MD&A and footnotes. We'll also discuss the affect of industry nuances on comparability of different analysis tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.