CPE Catalog
2024 Tax Update
Available Until
Online
3.00 Credits
Member Price: $59
Timely coverage of breaking tax legislation Form 1099-K reporting requirements FinCEN reporting requirements under the Corporate Transparency Act in 2024 Employee Retention Tax Credit updates Review of pertinent cases and rulings affecting taxpayers Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
2024 Tax Update for Client Advisory Services
Available Until
Online
4.00 Credits
Member Price: $129
Common tax deadlines and penalties Employee Retention Credit – new developments Beneficial ownership information reporting Bonus depreciation changes Form 1099 reporting and changes Online accounts and IP PINs Virtual currency updates Green energy credit compliance
Accounting and Auditing Credit Losses Under ASC 326
Available Until
Online
2.00 Credits
Member Price: $89
Scope and overview of ASC 326 Applying ASC 326 and the CECL model Transitioning to ASC 326 Presentation and disclosure requirements of ASC 326 Auditing accounting estimates Key changes to auditing estimates due to the issuance of ASC 326
Accounting and Auditing Revenue
Available Until
Online
2.00 Credits
Member Price: $89
Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606 The FASB’s new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance, including presentation and disclosure requirements Performing an effective risk assessment related to revenue Common internal controls and substantive audit procedures related to revenue
Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients
Available Until
Online
8.00 Credits
Member Price: $159
Private company standard setting activities Small and medium-sized business-related ASUs Lease accounting update Special purpose frameworks – cash, modified cash, and tax basis Common small and medium-sized business financial statement errors and deficiencies Newly issued SSARS and SSAE standards SASs effective for 2023 year-end audits and beyond
Accounting Changes and Error Corrections - What Every CPA Needs to Know
Available Until
Online
2.00 Credits
Member Price: $49
FASB ASC Topic No 250, Accounting Changes and Error Corrections Accounting changes and error corrections taking the shape of: Changes in accounting principle; Changes in accounting estimates; Changes in reporting entity;
Accounting for and Auditing Complex Investments
Available Until
Online
2.00 Credits
Member Price: $89
The fair value measurement process Derivative and hedge accounting under ASC 815 Accounting and auditing considerations related to the use of the equity method of accounting under ASC 323 Accounting and auditing considerations related to investments in cryptocurrency and digital assets
Accounting for and Auditing Inventory
Available Until
Online
2.00 Credits
Member Price: $89
Elements of inventory cost and full-absorption costing Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification Obsolescence reserves Retail inventory valuation basics Physical inventory observation approach refresher Accounting issues related to consigned inventory Risk associated with and steps performed in auditing of inventories.
Accounting for and Auditing Leases
Available Until
Online
2.00 Credits
Member Price: $89
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance for both lessees and lessors Detailed review of accounting by lessees Transition guidance Other operational issues Control and risk considerations related to auditing leases Common audit procedures related to auditing leases and the adoption of ASC 842
Accounting for Guarantees
Available Until
Online
1.00 Credits
Member Price: $29
Overview of the accounting related to guarantees Review of the reporting related to guarantees Examination of the disclosure requirements related to guarantees
Accounting for Litigation and Legal Contingencies
Available Until
Online
2.00 Credits
Member Price: $49
Recognition and measurement of legal contigencies Impact from new information Events after the date of the financial statements Recognized subsequent events
Accounting for Software - Internal Use and External Sales
Available Until
Online
2.00 Credits
Member Price: $49
The accounting, reporting, and disclosure requirements related to software Internal-use software arrangements Cloud and non-cloud based arrangements Software for resale Software sold to third parties ASC Topic 350-40 ASC Topic 985-20
Accounting Hot Topics
Available Until
Online
2.00 Credits
Member Price: $89
Technology trends and hot topics Fair value concepts Accounting for business combinations Asset impairment accounting
Accounting Principle Changes -- What Every CPA needs to know
Available Until
Online
1.00 Credits
Member Price: $29
An overview of the accounting requirements with respect to accounting principle changes Accounting changes that can take the shape of changes in accounting principle, changes in accounting estimates, and changes in reporting entity The ASUs that have affected ASC topics over the last few years
Achieving High Levels of Compliance and Customer Service in Your Organization
Available Until
Online
4.00 Credits
Member Price: $79
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How recent developments have affected compliance and customer service
Achieving High Levels of Compliance and Customer Service in Your Organization
Available Until
Online
4.00 Credits
Member Price: $129
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How recent developments have affected compliance and customer service
A Complete Guide to the Yellow Book
Available Until
Online
8.00 Credits
Member Price: $199
When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)? How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more) The Yellow Book requirements related to the performance of and reporting on a financial audit The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
A Complete Guide to the Yellow Book
Available Until
Online
8.00 Credits
Member Price: $159
When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)? How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more) The Yellow Book requirements related to the performance of and reporting on a financial audit The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits
A Complete Tax Guide to Exit Planning
Available Until
Online
2.00 Credits
Member Price: $109
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Adapting to Today's Changing Accounting Landscape
Available Until
Online
1.00 Credits
Member Price: $49
Evolving accounting landscape Data complexity in accounting and tax Value-added billing Artificial Intelligence Shifting client expectations Navigating regulatory uncertainty The impact of accountants on society Embracing change and innovation Pipeline challenges