Skip to main content

CPE & Event Calendar

For details about the CPE and event categories below, please click here.

Showing 552 On Demand CPE Results

Essential Legal Concepts with Tax Analysis

Available Until Sunday, April 30

TBD

30.00 Credits

While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal structure, business entities, partnership operations, contracts, property rights, employment law, divorce, consumer protection, will & trusts, and even bankruptcy law. This course explores these specific areas with an emphasis on business and accounting issues. This informal and clear guide to the basic concepts of business law provides accountants with an excellent review of legal concepts that arise in any tax professional's practice. The attendees will gain the ability to recognize and discuss general legal concepts with both client and their counsel. Knowledge is power and nowhere is that truer than in the field law. To gain such a working knowledge of law, readily understandable explanations are given to essential and related business law subjects. The accountant is guided through the complex maze of literally hundreds of legal principles from acceptance to zoning.

Estate Planning

Available Until Sunday, April 30

TBD

2.00 Credits

Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This course surveys wills, living trusts, gifts, insurance, marital property, and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney and nominations of conservator.

Estate Planning Essentials

Available Until Sunday, April 30

TBD

10.00 Credits

"Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course - there is even a quick review of immediate postmortem death tax planning and filling out the Form 706.

Estate Planning With Business Issues

Available Until Sunday, April 30

TBD

2.00 Credits

Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. A major emphasis of this mini-course is practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate problems and death taxes, this comprehensive guide examines wills, trusts, gifts, insurance, private annuities, and other general estate planning tools. The planning issues and problems that arise from owning a business interest are also addressed.

Estate Planning With Selected Issues

Available Until Sunday, April 30

TBD

21.00 Credits

This exceptional 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.

Estate Tools and Trusts

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.

Excel Macros

Available Until Sunday, April 30

TBD

2.00 Credits

What do you do when a setting, shortcut or command isn't available in Excel? Well, you create a macro, of course. Macros allow Excel users to extend the capabilities of Excel and create shortcuts and commands. In this session, you will use the recorder to create a macro that applies a built-in format setting. You will then write a macro in the visual basic editor to provide a shortcut to a popular Excel function. The course will also cover how to add macros to the Quick Access Toolbar so you can easily execute them in the future. Presented in Excel for Windows. Note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web. The webcast was originally broadcast on May 3, 2016. Note: There is a minimum passing rate of 70% for this course.

Excel Power User Module 10: Getting, Preparing and Summarizing Data

Available Until Sunday, April 30

TBD

2.00 Credits

This session continues the discussion about external data and digs into the details for retrieving data from other sources. Pull data from an Access database using Microsoft Query; learn how to retrieve data from simple text files; and prepare data for use with Excel. This session concludes by examining several data visualization tools in Excel, including PivotCharts. This is part 10 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Excel Power User Module 1: Fundamental Features

Available Until Sunday, April 30

TBD

2.00 Credits

The Excel Power User series is designed to help improve your Excel proficiency and enable you to get your Excel tasks done more quickly. In the first session, we'll cover the fundamental features that help build a solid foundation. We'll continue to integrate these features as we proceed throughout the series. This is part 1 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Excel Power User Module 2: Fundamental Functions, Concepts, Techniques

Available Until Sunday, April 30

TBD

2.00 Credits

Cover fundamental functions, concepts and techniques that provide a firm foundation for our workbooks. Continue to integrate these items as we proceed throughout the series. This is part 2 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Excel Power User Module 3: Six Critical Excel Functions

Available Until Sunday, April 30

TBD

2.00 Credits

Explore six important Excel functions that enable us to automate a variety of tasks, as well as continue to integrate these functions as we proceed throughout the series. This is part 3 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Excel Power User Module 4: Handling Errors and Comparing Lists

Available Until Sunday, April 30

TBD

2.00 Credits

Examine functions that help us trap and handle errors and discuss efficient methods to perform list comparisons. Continue to integrate these features as we proceed throughout the series. This is part 4 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Excel Power User Module 5: Date and Text Functions

Available Until Sunday, April 30

TBD

2.00 Credits

Explore functions that operate on-and return-date values and text strings. You'll continue to integrate these features as we proceed throughout the series. This is part 5 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Excel Power User Module 6: Time-Saving Techniques

Available Until Sunday, April 30

TBD

2.00 Credits

Apply numerous features and functions examined in previous sessions in a variety of time-savings techniques. Continue to integrate these features as we proceed throughout the series. This is part 6 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Excel Power User Module 7: Introduction to PivotTables

Available Until Sunday, April 30

TBD

2.00 Credits

This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable. This is part 7 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Excel Power User Module 8: PivotTable vs. Formula-Based Reports

Available Until Sunday, April 30

TBD

2.00 Credits

This session begins by comparing the formula-based reports we built previously to PivotTables. Dig into the details between these two report types so you are comfortable with applying them to specific workbooks. Create two versions of many reports, one version with formulas and the other with PivotTables so you become comfortable replacing formula-based reports with PivotTables when appropriate. This is part 8 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Excel Power User Module 9: PivotTable Wrap-Up and Web Data

Available Until Sunday, April 30

TBD

2.00 Credits

This session concludes the PivotTable discussion by examining various ways to present report values; discussing the subtly of properly sorting a recurring-use PivotTable; and covering numerous filtering options, including slicers. Next you'll explore the look-up function designed specifically to retrieve values from PivotTables. The session concludes by transitioning to data acquisition techniques, and you'll retrieve data from perhaps the largest external data source of all-the Internet. This is part 9 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Family Tax Planning

Available Until Sunday, April 30

TBD

2.00 Credits

While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover "hot" topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.

Fast Track Retirement Planning

Available Until Sunday, April 30

TBD

3.00 Credits

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies. Retirement income needs are analyzed; Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored. Note: There is a minimum passing rate of 70% for this course.

Fast Track Retirement Planning (expanded)

Available Until Sunday, April 30

TBD

17.00 Credits

We are all getting older and the need for effective retirement planning has never been greater. If your wish to attain a comfortable retirement for yourself and your clients by maximizing tax saving strategies, this course is essential. Retirement income needs are calculated, net after tax social security benefits are determined, and distribution options from IRAs and retirement plans are explored. Topics covered include life insurance, annuities, and buy-sell agreements as well as estate and eldercare planning. Special consideration is given to the tax treatment of the home and business on retirement.