CPE & Event Calendar
For details about the CPE and event categories below, please click here.
Partnership Taxation 2022
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $69
The mini-course will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution.
Passive Loss and At-Risk Rules 2022
Available Until Tuesday, April 30
TBD
2.50 Credits
Member Price: $69
With the adoption of the passive loss limitation rules, taxpayers are looking to CPAs for guidance related to what deductions are allowed, disallowed, or suspended. Updating practitioners on the practical aspects of 469, this course addresses the needed skill to handle these pragmatic issues. Fundamentals are reviewed, planning opportunities are identified, and creative strategies are discussed and evaluated along with remaining traditional approaches. This instructive course aims to understand and solve client problems under 469, with emphasis on tax savings ideas. Participants will learn to master the proper administration of these complex and often cumbersome provisions.
Passive Losses
Available Until Tuesday, April 30
TBD
10.00 Credits
Member Price: $239
This course addresses the practical aspects of Section 469 and the needed skill to handle pragmatic issues. Fundamentals are reviewed, planning opportunities identified, creative strategies discussed and evaluated along with remaining traditional approaches. The goal of this instructive program is to understand and solve problems under Section 469, with emphasis on tax savings ideas. Readers will overview the proper administration of this complex and often cumbersome provision.
Passthrough Business Deduction 2022
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $69
The Tax Cuts and Jobs Act (P.L. 115-97), enacted December 22, 2017, created, under 199A, a new deduction for up to 20% of qualified business income (QBI) from partnerships, limited liability companies (LLCs), S corporations, trusts, estates, and sole proprietorships for tax years beginning after December 31, 2017. However, determining the 199A deduction amount and availability is a complex multi-step process that may phase out some or all of the deduction. In the face of this complexity, the text provides a selected overview of the essential components of this below-the-line deduction. Qualified business income, taxpayer's taxable income, wage/capital limit, specified services trade or businesses, and other vital components are defined and calculated. Their interaction is demonstrated and exampled.
Planning for Long Term Care
Available Until Tuesday, April 30
TBD
1.00 Credits
Member Price: $49
Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course will help keep you on top of recent developments, including how the new tax laws impact financial planning, tax management and ways to help plan for long-term care.
Practical Financial Negotiation Tips
Available Until Tuesday, April 30
TBD
4.00 Credits
Member Price: $99
This course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking. Participants will wo rk through mini-cases, to apply principles and increase their financial and business creativity, and help their organization to be financially successful in negotiations. This is different from and complements tactical/strategic negotiation seminars, by being more financial-oriented, with lots of specific examples. It is partly about how to persuade, but also about creating different financial options that would be attractive to other party. The tips provided are also useful for internal negotiations and for non-accountants.
Practical Tips For Controllers & CFOs
Available Until Tuesday, April 30
TBD
8.00 Credits
Member Price: $199
This course provides over two hundred useful and unusual tips for accountants in financial leadership. These non-technical tips are illustrated through concrete examples derived from practical experience. You won't find these tips in courses or text books, but you'll be able to use many of them. It provides specific opportunities for bench-marking your practices with those of your peers.
Practical Tips for Not-For-Profit Financial Leaders
Available Until Tuesday, April 30
TBD
6.00 Credits
Member Price: $139
This course provides you with hundreds of useful and practical tips for accountants working in the Not-For-Profit sector. As a finance leader, you are expected to be able to deal with a myriad of issues and situations. You have your experience and what you learned from colleagues and mentors, but this course will provide you with many more veteran tips, including many unconventional ones. You won't find these tips in courses or text books, but you'll be able to use many of them. The course was created and is presented by an experienced CFO, with extensive real-life insight, who has created a number of courses and has spoken to over 16,000 accountants. It includes a very practical case on improving your internal financial reporting package. This course contains 1.0 ethics credits.
Preparing Financial Statements for Clients 2022
Available Until Tuesday, April 30
TBD
4.00 Credits
Member Price: $99
This course reviews standards for preparation services. Address the risks faced by accountants providing these services and what it takes to minimize them. Also, receive guidance for the professional judgments that accountants must make when providing these services. This course aims to ensure that you have current knowledge and understanding of the AICPA's professional standards for preparing financial statements and can apply them to reduce the risk of material misstatements, whether caused by fraud or error. This course, taken with another 4-unit course, is an ideal way to meet the 8-unit accounting CPE requirement for accountants who prepare financial statements but perform no compilations, reviews, or audits. Small-Business Financial Statements (FRF) can provide the other four CPE units. Start-up and Small Business Financial Statements: Issues and Fraud (SSFR) is a companion course designed to meet the 4-unit fraud requirement, but also qualifies as accounting CPE.
Presenting With Presence
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $69
This course is designed to help any professional to learn how to deliver presentations that have an impact. Learn how to create useful slides, prepare your presentation, manage your nerves, set up the room and handle questions and answers. This webcast was originally broadcast on August 3, 2015. Note: There is a minimum passing rate of 70% for this course.
Professional Conduct & Ethics: Dealing with Ethical Crises
Available Until Tuesday, April 30
TBD
4.00 Credits
Member Price: $99
CPAs are commonly placed in positions to make difficult decisions. This course infuses new case studies highlighting issues that involve handling ethical crises. From audit to tax and from staff to partner, dive deep into high profile conflicts such as Wells Fargo, Google, and Turing Pharmaceuticals, as well as other conflicts that never make headlines. What would you do if you worked for such a company? What would you do if faced with a compromising position? Acquire the tools to help you choose between alternative solutions. Note: There is a minimum passing rate of 70% for this course. The webcast was originally presented on May 1, 2018.
Property Dispositions 2022
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $69
Tax reform provisions have frequently changed the tax on profits realized from the disposition of real estate. This has forced investors to seek "escape hatches" from fluctuating capital gains taxes. 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 surrounding exchanging and identifies the tax consequences of home sales, foreclosure, repossession, and other real property dispositions. Additional topics of interest include involuntary conversions and at-risk limits.
Real Estate Conference 2022 On-Demand
Available Until Tuesday, April 30
TBD
4.50 Credits
Member Price: $189
Local and global economic trends and policies continue to impact the California real estate industry landscape. To stay at the top of your professional game, you need to know what's in store and what information is necessary to protect your client's holdings. If you missed our 2022 Real Estate Conference, now you can hear all the sessions on your schedule! You can find out what is affecting this business sector and learn about the economic, tax and legal developments impacting property owners. Take the chance to get the latest information and updates from top experts in the field.
Real Estate Conference 2022 On-Demand (No CPE)
Available Until Tuesday, April 30
TBD
0.00 Credits
Member Price: $249
Local and global economic trends and policies continue to impact the California real estate industry landscape. To stay at the top of your professional game, you need to know what's in store and what information is necessary to protect your client's holdings. If you missed our 2022 Real Estate Conference , now you can hear all the sessions on your schedule! You can find out what is affecting this business sector and learn about the economic, tax and legal developments impacting property owners. Take the chance to get the latest information and updates from top experts in the field. Note: This course does not offer CPE credit. Purchase this course for the CPE version.
Regulation and Tax Preparer Qualifications
Available Until Tuesday, April 30
TBD
1.00 Credits
Member Price: $49
Tax preparer regulation is a controversial topic among policymakers, the Internal Revenue Service, and certification providers. Proponents claim that regulation protects taxpayers from incompetent preparers, while opponents assert that regulation increases costs and discourages preparers from attaining higher qualifications. Following longstanding regulations in Oregon and California, the IRS implemented the Registered Tax Return Preparer program in 2012, which was unexpectedly invalidated in just its second year. Using this quasi-experimental setting and a unique dataset of all U.S. tax preparers obtained from the IRS, we test the effect of regulation on tax preparer qualifications. We find that tax preparer regulation is positively associated with the proportion of highly qualified tax preparers. We also find that regulation increases (decreases) the likelihood that a market entrant (exiter) is highly qualified. In additional analysis, we find some evidence that tax preparer regulations are associated with increased fees and better tax return quality.
Relationship Between Real Estate and Estate and Trust Planning
Available Until Tuesday, April 30
TBD
1.00 Credits
Member Price: $49
This course covers topics such as tax proposals, valuation discounts, trusts and more. With an easy-to-understand presentation, it's never been easier to get up to speed on the intersection between real estate and estate and trust planning.
Reporting Bond Premiums on Taxable and Tax-Exempt Securities 2022
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $59
Not only are Forms 1099 being released later and later each year, they have become more confusing than ever-especially when it comes to fixed income securities. This course will explain what's on page one of the 1099 compared to the back up material and how to report all of the items correctly.
Reporting Interest and Gain from Tax-Exempt Securities
Available Until Tuesday, April 30
TBD
2.00 Credits
Member Price: $69
Not only are Forms 1099 being released later and later each year, they have become more confusing than ever-especially when it comes to fixed income securities. This course will explain what's on page one of the 1099 compared to the back up material and how to report all of the items correctly.
Repurposing Real Estate
Available Until Tuesday, April 30
TBD
1.00 Credits
Member Price: $49
Are you or your clients struggling to get the most out of your real estate investments? This course will cover the ins and outs of converting real estate, from understanding market pressures to navigating potential obstacles. You'll learn how to maximize returns and create long-term wealth. Learn how to unlock the hidden value in real estate today.
Reserves Planning
Available Until Tuesday, April 30
TBD
1.00 Credits
Member Price: $49
?CalCPA's annual conference brings together industry and public accounting experts to deliver timely updates surrounding the nonprofit market. Engage with speakers who lead sessions covering topics ranging from new and developing tax issues to effective controls and private endowments. You'll gain a renewed understanding of pertinent accounting, audit, legal, tax and regulatory updates relevant to this sector.