A CPAs Code of Ethical Conduct for Kansas CPAs
COURSE DESCRIPTIONThis basic course introduces and explains the ethical standards for the CPA, whether employed in public, governmental, or private accounting. Applications of these are discussed in a professional context. These Principles This course explains the issues, developments, and problems addressed by recent AICPA and SEC Ethic pronouncements and updates. Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
How to Select a Fiduciary*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for their decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. Knowing your clients' background will help you address their needs and concerns so when you put a financial plan together with them or advise them of potential asset protections this may both you and your client will have a clearer understanding. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Planning for Disability*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for their decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Traps and Pitfalls in the Estate Planning Process*Content Preview
COURSE DESCRIPTIONHere we will focus on traps and pitfalls, the problems that a client faces as they decide how to do a total plan as they incorporate estate and asset protection issues. We can spend many hours talking about the various different traps and pitfalls, but today we are going to focus on six (6) specific traps and pitfalls that we find to be very common in the initial phases of estate planning and show you how that is done with a client. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Trusts Living Wills POAs and Tax Considerations*Content Preview
COURSE DESCRIPTIONIn this course, we will continue looking at disability planning, and some of the financial protections. This course will discuss briefly the medical wills and power of attorneys, medical surrogates, and financial planning for the uncertain future we all face. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/07 AM 10-12 | Accounting for Income Taxes*Content Preview
COURSE DESCRIPTIONCorporations must file an income tax return following the guidelines developed by the IRS. Since GAAP and tax regulations differ in a number of ways, so frequently do pretax financial income and taxable income. In consequence, the This course covers the basic guidelines that companies must follow in reporting income taxes and the disclosure requirement associated with deferred taxes, reviewing some of the concepts and items discussed in ASC 740, Income Taxes. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/07 PM 12-2 | I'm Over Overtime
COURSE DESCRIPTIONThere is no single topic that affects accounting professionals with such ferocity as sustained overtime. Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/07 PM 2-4 | Estate, Gift, and Income Tax Planning for Real Estate*Content Preview
COURSE DESCRIPTIONIn times of economic and tax uncertainty, real estate ownership can create frustrations and concerns for your client. The purpose of this course is to assist the practitioner in understanding the complexities that a client faces Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/07 PM 4-6 | It's all about Trust
COURSE DESCRIPTIONTrust, Trust, Trust! It cant be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. Well discuss trust in the context of clients, scenarios, and common experiences that breathes Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/08 AM 10-12 | Circular 230: The Ethical Guide*Content Preview
COURSE DESCRIPTIONThis is an online course that examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions, and return of client records. The ethical rules governing these Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/08 PM 1-2 | Currently Not Collectible*Content Preview
COURSE DESCRIPTIONThere are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses, Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/08 PM 12-1 | Enhancing Diversity in the Workplace: Sex and Gender*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals to better align their practice to support diversity, equity, and inclusivity in relation to sex and gender. The course will explore how personal and societal perceptions of sex and gender Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to increase their ability to support individuals of all genders. Given the changing landscape of gender diversity in the United States labor force, this is Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/08 PM 12-2 | Cognitive Biases for Accountants*Content Preview
COURSE DESCRIPTIONThe course provides a concise overview of cognitive biases. These are thinking errors and “brain bugs” that may distort perceptions, compromise ethics, trigger inaccurate judgments, and spark illogical interpretations in your Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:Practitioners who want to improve their decisions by developing an awareness of the biases that may affect their thought processes and problem-solving.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/08 PM 2-6 | Form 1041: Everything You Never Wanted to Know*Content Preview
COURSE DESCRIPTIONCertain entities are created for planning purposes. These entities are separate and apart from individuals or businesses. This course deals with both the planning issues for client needs (estate, financial, and asset protection) as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/09 AM 10-11 | Workplace Culture*Content Preview
COURSE DESCRIPTIONWorkplace culture continues to rise in poll after poll as one of the most important considerations graduates look at when choosing an employer. During this session, well look at culture and examine those qualities that top companies Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/09 AM 11-12 | Mental Health in the Workplace: Depression and Anxiety*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals to better support well-being in the workplace through greater understanding of mental health, in this lecture we will specifically cover depression and anxiety. The course will define mood Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to better understand and support employees and peers who experience problems with depression and anxiety. This course is especially useful for anyone working Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/09 PM 12-2 | Employee Retention Credit (ERC)*Content Preview
COURSE DESCRIPTIONThe seminar will discuss the Employee Retention Credit. It will focus on provisions set forth by The CARES Act of 2020, The Taxpayer Certainty and Disaster Relief Act 2020, The COVID-Related Tax Relieve Act of 2020 as well as The American Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/09 PM 2-6 | Advising the Individual Taxpayer with Complex Tax Affairs*Content Preview
COURSE DESCRIPTIONThis program has the information and sources of authority you need to understand complex transactions and advise your clients about what works and what does not to assure they pay what they owe, but no more, and preserve wealth for Highlights include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/10 AM 10-12 | Schedule K-1: What is it & What do I do with it?*Content Preview
COURSE DESCRIPTIONThis seminar will focus on Schedule K-1 that a taxpayer may receive from a pass-through entity, Partnership, Subchapter S Corporation, or an Estate/Trust. It will detail the most common characteristics of Schedule K-1 and how to report Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/10 PM 12-2 | Navigating the New Schedules K-2 and K-3*Content Preview
COURSE DESCRIPTIONThis course introduces the new Schedule K-2 and Schedule K-3 that may be required for Partnerships and S Corporation returns. The IRS has provided conflicting guidance regarding the preparation and requirements of this form, this course Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/10 PM 2-6 | Planning and Compliance for Complex Transactions for Business Owners*Content Preview
***Special Note: This course does not qualify for IRS Reporting!*** COURSE DESCRIPTIONEvery year brings new challenges. Changes in the Code sometimes hidden in legislation with deceptive names Court decisions affirming the value or assuring the risk in the advice we gave three years ago Complex transactions requiring Highlights include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/11 AM 10-12 | Post Mortem Estate Planning Primer*Content Preview
COURSE DESCRIPTIONPeople die every year, but 2020 saw a lot of unexpected death. COVID-19 was devastating to several families, how prepared were you? How prepared were your clients? At the time of loss, things can become very chaotic for the spouse, This is where you can provide that stability to your clients and remove the confusion. Having a plan for the inevitable is good business, and can generate business for you. This course will cover the planning process that every CPA Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/11 PM 12-2 | The Essentials of Fringe Benefits Planning*Content Preview
COURSE DESCRIPTIONDue to changes in both the economy and the Internal Revenue Code, fringe benefit planning has become one of the most important areas of planning for your clients business and personal needs. There are a variety of tools and techniques This course looks at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/11 PM 2-4 | Understanding Aging and Financial Literacy*Content Preview
COURSE DESCRIPTIONThis course supports professional practice in financial services in three vital ways. First, it helps participants better understand how changes in aging demographics will have macro and microeconomic consequences. It will also Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals who desire to better understand and assist their older clients. Given the changes in demographics a measure of competency in working with older clients is an ethical
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/11 PM 4-6 | Business Combinations & Financial Reporting*Content Preview
COURSE DESCRIPTIONThe Business Combinations Topic provides guidance on the accounting and reporting for transactions that represent business combinations to be accounted for under the acquisition method (as described in paragraph 805-10-05-4). In addition, the Topic includes Subtopic 805-50, which provides guidance on transactions sometimes associated with business combinations but that do not meet the requirements to be accounted for as business combinations under the acquisition Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/14 AM 10-12 | The Tax Aspects of Cryptocurrency*Content Preview
COURSE DESCRIPTIONCryptocurrency can be a very confusing issue for a client in both compliance and planning. This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a Federal compliance standpoint. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
08/14 PM 12-2 | International Tax Treaties*Content Preview
COURSE DESCRIPTIONThis course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys, and business/financial advisors who work with and advise businesses that have cross-border Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/14 PM 2-4 | Can I get sued for this? How to avoid Accounting Malpractice*Content Preview
COURSE DESCRIPTIONThis seminar will review situations in which a CPA or accounting professional may have to be in danger of being sued. We will cover common law causes of action, such as negligence, and the relevant standards and case law defining Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/14 PM 2-4 | Environmental Social and Governance Reporting for Accountants*Content Preview
COURSE DESCRIPTIONThe course provides a concise overview of Environmental, Social, and Governance (ESG) reporting. This is an emerging system of non-financial record-keeping and governance. Around the world, organizations of all sizes and kinds are Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:Practitioners who want a basic, non-technical understanding of ESG reporting and how to set themselves up for long-term success in an era of growing demands for non-financial disclosures.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/14 PM 4-6 | The "New" Form 7203 & How to calculate Shareholder Basis* Preview not available until after first air date. *Content Preview
COURSE DESCRIPTIONBeginning with the tax year 2021, Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitation, is required to be filed with each shareholder's Individual Income Tax Return, Form 1040. This new form reports the shareholder's Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
08/15 AM 10-12 | The Tax Practitioner’s Guide to Estate Administration* Preview not available until after first air date. *Content Preview
Course Description: The legal process of administering and distributing property (both real and personal) of a Decedent's Estate. For State purposes, it is a legal entity established at the instance of death to protect and to preserve all probate assets Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/15 PM 1-3 | Federal Employee Conduct Violations: Studying Moral Failures*Content Preview
COURSE DESCRIPTIONThis course is designed to provide an overview of United States federal employee conduct violations and what lessons they provide for accountants related to ethical behavior. Participants will learn about the various types of conduct Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for individuals who are keen on acquiring a deeper understanding of ethical standards and wish to delve into thought-provoking case studies involving moral failures within the United States federal government.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/15 PM 1-3 | Fundamentals of Income Taxation*Content Preview
COURSE DESCRIPTIONPlease join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/15 PM 4-6 | Reasonable Compensation*Content Preview
COURSE DESCRIPTIONThis seminar will focus on attributes of Officer Reasonable Compensation requirements in S & C Corporations. Focusing on court cases as an authority in determining what reasonable compensation should be, who is required to receive Course Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/16 AM 10-12 | Guide to Cyber Security Planning*Content Preview
COURSE DESCRIPTIONThis course provides a concise overview and non-technical explanation of leading cybersecurity best practices for accountants. While perfect security is not possible in a world where threat actors are always finding new and creative Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:Practitioners who want to launch, optimize and manage a cybersecurity plan for their operations and improve their threat awareness and resilience.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/16 AM 10-12 | Tax Planning Using Like-Kind Exchange Transactions Under Sec.1031*Content Preview
COURSE DESCRIPTIONPlease join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal shelters available to those buying and selling real property. We will be covering the basic structure of an LKE, and ways Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/16 PM 1-3 | Taxation of the Cannabis Industry*Content Preview
COURSE DESCRIPTIONThis course will discuss the taxation of Medical and Recreational Marijuana as well as Industrial Hemp. We will look at the limitations imposed by I.R.C. 280E and navigate through the Cost of Goods, cost allocations, and inventory. This course will discuss the taxation of the Cannabis Industry and provide a general overview of relevant Internal Revenue Code (I.R.C.) sections, Chief Counsel guidance as well as pertinent Court Cases. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/16 PM 3-4 | Organizational Behavior: Coaching for Mastery*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals increase their effectiveness as organizational leaders by offering guidance on the practice of managerial coaching. People who complete this course will be able to better cultivate future This course will provide accountants with the knowledge, awareness, and skills to support the career development of the self and others. Career development is an essential skill for any financial professional, but most especially those Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to increase their understanding of managerial coaching for their personal benefit, the benefit of others, and for the benefit of their organization. This presentation Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/16 PM 4-6 | IRS Advisory Council - Impact on Tax Administration*Content Preview
COURSE DESCRIPTIONThis course provides a concise overview of the IRS Advisory Council (IRSAC), an advisory body that serves as a bridge between the Internal Revenue Service (IRS) and the general public. They gather feedback from taxpayers and work with the IRS to address issues and implement solutions. The course will explore the role of the IRSAC in improving communication and understanding between the IRS and the public, making recommendations to the IRS, and shaping and enforcing ethical standards in the accounting profession. Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for individuals interested in learning about the work of the IRS Advisory Council (IRSAC) and its impact on the US tax system, regulatory ethics, and the accounting profession. It will be particularly useful for tax professionals, accountants, and those working in the finance industry who are interested in understanding the role of the IRSAC in shaping and enforcing ethical standards in the profession.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/16 PM 4-6 | Tax Procedure*Content Preview
COURSE DESCRIPTIONThis seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections, and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/17 AM 10-1 | Secure Act 2.0 Everything That You Need To Know*Content Preview
COURSE DESCRIPTIONCongress was EXTREMELY busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019. There are over 50 tax-related provisions Topics include:
Objective:To provide the participant with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/17 PM 1-3 | Children of All Ages: Comprehensive Planning Techniques*Content Preview
COURSE DESCRIPTIONWhat qualifies a child for a tax credit, education credit, earned income credit? This being a fairly easy question, isn't always easy to answer. Just because they live with you doesn't mean they qualify. Now we have to look at many Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/17 PM 3-4 | Creating Value*Content Preview
COURSE DESCRIPTIONValue!?the holy grail of modern public accounting. However, how do we go from wearing a green visor to becoming our client's most trusted advisor? We?ll discuss ways a CPA and their firm can recalibrate their practice to deliver Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:![]() |
08/17 PM 5-6 | Effective Mentoring through Career Development*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals to support the career development of themselves and others. People who complete this course will be better able to attract and retain talent in their organization by better understanding Topics include:This course will provide accountants with the knowledge, awareness, and skills to support the career development of the self and others. Career development is an essential skill for any financial professional, but most especially those
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to increase their understanding of vocational psychology for their personal benefit, the benefit of others, and for the benefit of their organization. This
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/18 AM 10-12 | IRS Behavioral Insights for Accountants*Content Preview
COURSE DESCRIPTIONPractitioners who want to better understand how BI is best tested and used within the IRS to improve the taxpayer experience, and how BI can also be applied by practitioners in their operations and workflow to improve customer engagement Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:Practitioners who want to better understand
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/18 AM 10-12 | Overview of Schedule C*Content Preview
COURSE DESCRIPTIONMany self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course INCLUDES UPDATES FROM THE TCTDR ACT (PASSED 12/27/2020) Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/18 PM 1-2 | An Introduction to Self-Directed Solo 401(k)s*Content Preview
COURSE DESCRIPTIONThis course is designed for tax professionals who have one-person business owners, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize As your clients most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe Learning Objectives:After reading the course material, you will be able to:
Website for Hyperlinking:Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/18 PM 12-1 | Working Better Together
COURSE DESCRIPTIONA long, long time ago we would simply call, email, or poke our head into someone?s workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, we'll cover ways to connect, Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s: |
08/18 PM 2-6 | S Corporations Overview*Content Preview
COURSE DESCRIPTIONThis course is an overview of an S Corporation's most common aspects and tax implications. Electing Subchapter S status and reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/21 AM 10-1 | Max Test Drive-How to Tune Up your Thinking*Content Preview
***Special Note: This course does not qualify for IRS Reporting!*** COURSE DESCRIPTIONAre you studying for a necessary certification or licensure exam like the CPA Exam? Are you under pressure at work and hoping to maximize your ability to provide high-quality services to your clients or outperform your competition? Course Outline:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/21 PM 1-3 | IRS Criminal Investigations for Accountants*Content Preview
COURSE DESCRIPTIONThis course provides a concise overview of the investigative techniques and processes of the IRS Criminal Investigation (CI) unit. Criminal Investigations can be initiated from information obtained from within the IRS when a revenue Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:Practitioners who want a basic understanding of the key steps in the IRS CI investigative process, and general guidelines on how to respond.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/21 PM 2-3 | Crisis Management Your Accounts Payable Function in Uncertain Times*Content Preview
COURSE DESCRIPTIONMany organizations take their accounts payable function (along with most others) for granted until suddenly, they cant get an invoice to a critical vendor paid. Or, as many are finding out the hard way, their accounts payable team Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/21 PM 3-5 | IRS Ethics and Conduct Rules: What Every Accountant Needs to Know*Content Preview
COURSE DESCRIPTIONThe course provides a concise overview of the core IRS ethics and conduct rules. This is based on an internal IRS directive entitled “Plain Talk About Ethics and Conduct.” The document guides IRS staff on the agency’s ethical Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:Practitioners who want a basic, non-technical understanding of IRS principles of ethical conduct, and general guidance on how to prevent any potential ethical problems before they occur when communicating or interacting with
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/21 PM 3-5 | Tax Practice Standards*Content Preview
***SPECIAL NOTE: This course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following States: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY *** COURSE DESCRIPTIONPlease join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/21 PM 5-6 | Mental Health in the Workplace PTSD and Grief*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals to better support well-being in the workplace through a greater understanding of mental health, in this lecture we will specifically cover post-traumatic stress disorder and grief. The Topics include:This course will provide accountants with the knowledge, awareness, and skills to support the occupational functioning of individuals suffering from PTSD and Grief.
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to better understand and support employees and peers who experience PTSD and Grief. This course is especially useful for anyone working in a management capacity,
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/22 AM 10-12 | The ABCs of Advisory Services*Content Preview
COURSE DESCRIPTIONOver the next decade, the area of ?Advisory Services? has the greatest potential for growth in your practice. Complexities within your clients? financial, estate, and asset protection plans coupled with the ever-changing Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:![]() ![]() ![]() |
08/22 PM 1-2 | Enhancing Diversity in the Workplace Race and Ethnicity*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals to better align their practice to support diversity, equity, and inclusivity in relation to race and ethnicity. The course will explore definitions of race and ethnicity to help individuals Topics include:This course will provide accountants with the knowledge, awareness, and skills to contribute to greater levels of diversity, equity, and inclusivity in their workplace in the domains of race and ethnicity.
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to increase their ability to support individuals of ethnically marginalized backgrounds. Given the increasing rates of ethnic diversity in the United States,
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/22 PM 3-4 | CPAs... Who are we?*Content Preview
COURSE DESCRIPTION It's a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but well try! During this 1-hour on-demand webinar, we'll review those common qualities found among us and discuss the changing nature Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/22 PM 5-6 | Sexual Harassment Prevention Begins with You*Content Preview
COURSE DESCRIPTIONThis course will provide accountants with the knowledge, awareness, and skills to prevent and remediate sexual harassment in the workplace with an intent to improve working conditions for all and limit legal liability. This course is designed to apprise the participant of relevant U.S. Laws, research, and best practices for preventing and remedying sexual harassment in the workplace. There will be a focus on defining sexual harassment, a description Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for accounting professionals who desire to better understand and address sexual harassment in the workplace. It also meets the yearly sexual harassment training guidelines for the State of Illinois.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/23 AM 10-12 | Accounting for Income Taxes*Content Preview
COURSE DESCRIPTIONCorporations must file an income tax return following the guidelines developed by the IRS. Since GAAP and tax regulations differ in a number of ways, so frequently do pretax financial income and taxable income. In consequence, the This course covers the basic guidelines that companies must follow in reporting income taxes and the disclosure requirement associated with deferred taxes, reviewing some of the concepts and items discussed in ASC 740, Income Taxes. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/23 AM 10-12 | IRS Internal Revenue Manual for Accountants*Content Preview
COURSE DESCRIPTIONThis course provides a concise overview of Google’s suite of location intelligence tools. These applications can be used by accountants to prepare geographic visualizations, create collaborative maps, derive insights from geospatial Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:Practitioners who want to increase their
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/23 PM 12-2 | I'm Over Overtime
COURSE DESCRIPTIONThere is no single topic that affects accounting professionals with such ferocity as sustained overtime. Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/23 PM 2-4 | Estate, Gift, and Income Tax Planning for Real Estate*Content Preview
COURSE DESCRIPTIONIn times of economic and tax uncertainty, real estate ownership can create frustrations and concerns for your client. The purpose of this course is to assist the practitioner in understanding the complexities that a client faces Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/23 PM 4-6 | It's all about Trust
COURSE DESCRIPTIONTrust, Trust, Trust! It cant be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. Well discuss trust in the context of clients, scenarios, and common experiences that breathes Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/24 AM 10-12 | Circular 230: The Ethical Guide*Content Preview
COURSE DESCRIPTIONThis is an online course that examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions, and return of client records. The ethical rules governing these Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/24 AM 10-12 | IRS Internet Resources for Accountants*Content Preview
COURSE DESCRIPTIONThe course provides a concise overview of the Internet services offered by the Internal Revenue Service or IRS, the tax agency of the United States federal government. Discover scores of little-known but highly valuable IRS resources Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:Practitioners who want to increase their
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/24 PM 1-2 | Currently Not Collectible*Content Preview
COURSE DESCRIPTIONThere are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses, Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/24 PM 12-1 | Enhancing Diversity in the Workplace: Sex and Gender*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals to better align their practice to support diversity, equity, and inclusivity in relation to sex and gender. The course will explore how personal and societal perceptions of sex and gender Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to increase their ability to support individuals of all genders. Given the changing landscape of gender diversity in the United States labor force, this is Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/24 PM 2-6 | Form 1041: Everything You Never Wanted to Know*Content Preview
COURSE DESCRIPTIONCertain entities are created for planning purposes. These entities are separate and apart from individuals or businesses. This course deals with both the planning issues for client needs (estate, financial, and asset protection) as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/25 AM 10-11 | Workplace Culture*Content Preview
COURSE DESCRIPTIONWorkplace culture continues to rise in poll after poll as one of the most important considerations graduates look at when choosing an employer. During this session, well look at culture and examine those qualities that top companies Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/25 AM 11-12 | Mental Health in the Workplace: Depression and Anxiety*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals to better support well-being in the workplace through greater understanding of mental health, in this lecture we will specifically cover depression and anxiety. The course will define mood Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to better understand and support employees and peers who experience problems with depression and anxiety. This course is especially useful for anyone working Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/25 PM 12-2 | Employee Retention Credit (ERC)*Content Preview
COURSE DESCRIPTIONThe seminar will discuss the Employee Retention Credit. It will focus on provisions set forth by The CARES Act of 2020, The Taxpayer Certainty and Disaster Relief Act 2020, The COVID-Related Tax Relieve Act of 2020 as well as The American Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/25 PM 2-6 | Advising the Individual Taxpayer with Complex Tax Affairs*Content Preview
COURSE DESCRIPTIONThis program has the information and sources of authority you need to understand complex transactions and advise your clients about what works and what does not to assure they pay what they owe, but no more, and preserve wealth for Highlights include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/28 AM 10-12 | Schedule K-1: What is it & What do I do with it?*Content Preview
COURSE DESCRIPTIONThis seminar will focus on Schedule K-1 that a taxpayer may receive from a pass-through entity, Partnership, Subchapter S Corporation, or an Estate/Trust. It will detail the most common characteristics of Schedule K-1 and how to report Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/28 PM 12-2 | Navigating the New Schedules K-2 and K-3*Content Preview
COURSE DESCRIPTIONThis course introduces the new Schedule K-2 and Schedule K-3 that may be required for Partnerships and S Corporation returns. The IRS has provided conflicting guidance regarding the preparation and requirements of this form, this course Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/28 PM 2-6 | Planning and Compliance for Complex Transactions for Business Owners*Content Preview
***Special Note: This course does not qualify for IRS Reporting!*** COURSE DESCRIPTIONEvery year brings new challenges. Changes in the Code sometimes hidden in legislation with deceptive names Court decisions affirming the value or assuring the risk in the advice we gave three years ago Complex transactions requiring Highlights include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/29 AM 10-12 | Post Mortem Estate Planning Primer*Content Preview
COURSE DESCRIPTIONPeople die every year, but 2020 saw a lot of unexpected death. COVID-19 was devastating to several families, how prepared were you? How prepared were your clients? At the time of loss, things can become very chaotic for the spouse, This is where you can provide that stability to your clients and remove the confusion. Having a plan for the inevitable is good business, and can generate business for you. This course will cover the planning process that every CPA Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/29 PM 12-2 | The Essentials of Fringe Benefits Planning*Content Preview
COURSE DESCRIPTIONDue to changes in both the economy and the Internal Revenue Code, fringe benefit planning has become one of the most important areas of planning for your clients business and personal needs. There are a variety of tools and techniques This course looks at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/29 PM 2-4 | Understanding Aging and Financial Literacy*Content Preview
COURSE DESCRIPTIONThis course supports professional practice in financial services in three vital ways. First, it helps participants better understand how changes in aging demographics will have macro and microeconomic consequences. It will also Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals who desire to better understand and assist their older clients. Given the changes in demographics a measure of competency in working with older clients is an ethical
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/29 PM 4-6 | Business Combinations & Financial Reporting*Content Preview
COURSE DESCRIPTIONThe Business Combinations Topic provides guidance on the accounting and reporting for transactions that represent business combinations to be accounted for under the acquisition method (as described in paragraph 805-10-05-4). In addition, the Topic includes Subtopic 805-50, which provides guidance on transactions sometimes associated with business combinations but that do not meet the requirements to be accounted for as business combinations under the acquisition Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/29 PM 4-6 | Remote Working for Accountants*Content Preview
COURSE DESCRIPTIONThe course provides a concise overview of the skills and best practices required to develop a successful remote accounting practice. Discover leading remote working technologies, how to avoid and address some common challenges of working Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:Practitioners who want to evaluate remote work opportunities and challenges, and explore the concept of “work” as something you do, not where you are.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/30 AM 10-12 | The Tax Aspects of Cryptocurrency*Content Preview
COURSE DESCRIPTIONCryptocurrency can be a very confusing issue for a client in both compliance and planning. This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a Federal compliance standpoint. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
08/30 PM 12-2 | International Tax Treaties*Content Preview
COURSE DESCRIPTIONThis course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys, and business/financial advisors who work with and advise businesses that have cross-border Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/30 PM 12-2 | The IRS Strategic Plan 2023-2031 and Impact on US Tax Pros*Content Preview
COURSE DESCRIPTIONThis course provides a concise overview of the IRS Strategic Plan 2023-2026 and its impacts on the accounting profession and regulatory ethics. The course will cover the key goals and priorities of the IRS Strategic Plan, including Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is intended for tax professionals, including accountants, who want to learn about the IRS Strategic Plan 2023-2026 and its impacts on their work and regulatory ethics
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/30 PM 2-4 | Can I get sued for this? How to avoid Accounting Malpractice*Content Preview
COURSE DESCRIPTIONThis seminar will review situations in which a CPA or accounting professional may have to be in danger of being sued. We will cover common law causes of action, such as negligence, and the relevant standards and case law defining Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/30 PM 2-4 | The Taxpayer Advocacy Panel (TAP) for Accountants*Content Preview
COURSE DESCRIPTIONThis course provides a concise overview of the work and impact of the Taxpayer Advocacy Panel (TAP) on the US tax system and the accounting profession. TAP is a group of volunteer taxpayers who work in partnership with the Internal Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for individuals interested in learning about the work of the Tax Advocacy Panel (TAP) and its impact on the US tax system and the accounting profession. It will be particularly useful for tax professionals, accountants, and those working in the finance industry who are interested in understanding the role of TAP in shaping and enforcing ethical standards in the accounting profession.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/30 PM 4-6 | The "New" Form 7203 & How to calculate Shareholder Basis* Preview not available until after first air date. *Content Preview
COURSE DESCRIPTIONBeginning with the tax year 2021, Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitation, is required to be filed with each shareholder's Individual Income Tax Return, Form 1040. This new form reports the shareholder's Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
08/31 AM 10-12 | The Tax Practitioner’s Guide to Estate Administration* Preview not available until after first air date. *Content Preview
Course Description: The legal process of administering and distributing property (both real and personal) of a Decedent's Estate. For State purposes, it is a legal entity established at the instance of death to protect and to preserve all probate assets Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/31 PM 1-3 | Fundamentals of Income Taxation*Content Preview
COURSE DESCRIPTIONPlease join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/31 PM 1-3 | Treasury Inspector General for Tax Administration (TIGTA) for Accountants*Content Preview
COURSE DESCRIPTIONThis course provides a concise overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and the accounting profession. TIGTA is an independent organization Topics Covered:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is intended for professionals in the accounting and finance fields, as well as individuals interested in learning more about the role of TIGTA in the US tax system.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/31 PM 3-4 | Organizational Behavior: Coaching for Mastery*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals increase their effectiveness as organizational leaders by offering guidance on the practice of managerial coaching. People who complete this course will be able to better cultivate future This course will provide accountants with the knowledge, awareness, and skills to support the career development of the self and others. Career development is an essential skill for any financial professional, but most especially those Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to increase their understanding of managerial coaching for their personal benefit, the benefit of others, and for the benefit of their organization. This presentation Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
08/31 PM 4-6 | Reasonable Compensation*Content Preview
COURSE DESCRIPTIONThis seminar will focus on attributes of Officer Reasonable Compensation requirements in S & C Corporations. Focusing on court cases as an authority in determining what reasonable compensation should be, who is required to receive Course Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/01 AM 10-12 | Tax Planning Using Like-Kind Exchange Transactions Under Sec.1031*Content Preview
COURSE DESCRIPTIONPlease join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal shelters available to those buying and selling real property. We will be covering the basic structure of an LKE, and ways Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/01 PM 1-3 | Taxation of the Cannabis Industry*Content Preview
COURSE DESCRIPTIONThis course will discuss the taxation of Medical and Recreational Marijuana as well as Industrial Hemp. We will look at the limitations imposed by I.R.C. 280E and navigate through the Cost of Goods, cost allocations, and inventory. This course will discuss the taxation of the Cannabis Industry and provide a general overview of relevant Internal Revenue Code (I.R.C.) sections, Chief Counsel guidance as well as pertinent Court Cases. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/01 PM 3-4 | Organizational Behavior: Coaching for Mastery*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals increase their effectiveness as organizational leaders by offering guidance on the practice of managerial coaching. People who complete this course will be able to better cultivate future This course will provide accountants with the knowledge, awareness, and skills to support the career development of the self and others. Career development is an essential skill for any financial professional, but most especially those Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to increase their understanding of managerial coaching for their personal benefit, the benefit of others, and for the benefit of their organization. This presentation Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
09/01 PM 4-6 | Tax Procedure*Content Preview
COURSE DESCRIPTIONThis seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections, and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/05 AM 10-12 | Overview of Schedule C*Content Preview
COURSE DESCRIPTIONMany self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course INCLUDES UPDATES FROM THE TCTDR ACT (PASSED 12/27/2020) Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/05 PM 1-2 | An Introduction to Self-Directed Solo 401(k)s*Content Preview
COURSE DESCRIPTIONThis course is designed for tax professionals who have one-person business owners, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize As your clients most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe Learning Objectives:After reading the course material, you will be able to:
Website for Hyperlinking:Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/05 PM 12-1 | Working Better Together
COURSE DESCRIPTIONA long, long time ago we would simply call, email, or poke our head into someone?s workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, we'll cover ways to connect, Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s: |
09/05 PM 2-6 | S Corporations Overview*Content Preview
COURSE DESCRIPTIONThis course is an overview of an S Corporation's most common aspects and tax implications. Electing Subchapter S status and reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/06 AM 10-1 | Max Test Drive-How to Tune Up your Thinking*Content Preview
***Special Note: This course does not qualify for IRS Reporting!*** COURSE DESCRIPTIONAre you studying for a necessary certification or licensure exam like the CPA Exam? Are you under pressure at work and hoping to maximize your ability to provide high-quality services to your clients or outperform your competition? Course Outline:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
09/06 PM 1-2 | Crisis Management Your Accounts Payable Function in Uncertain Times*Content Preview
COURSE DESCRIPTIONMany organizations take their accounts payable function (along with most others) for granted until suddenly, they cant get an invoice to a critical vendor paid. Or, as many are finding out the hard way, their accounts payable team Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
09/06 PM 2-4 | Tax Practice Standards*Content Preview
***SPECIAL NOTE: This course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following States: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY *** COURSE DESCRIPTIONPlease join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/06 PM 4-5 | Mental Health in the Workplace PTSD and Grief*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals to better support well-being in the workplace through a greater understanding of mental health, in this lecture we will specifically cover post-traumatic stress disorder and grief. The Topics include:This course will provide accountants with the knowledge, awareness, and skills to support the occupational functioning of individuals suffering from PTSD and Grief.
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to better understand and support employees and peers who experience PTSD and Grief. This course is especially useful for anyone working in a management capacity,
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
09/07 AM 10-12 | The ABCs of Advisory Services*Content Preview
COURSE DESCRIPTIONOver the next decade, the area of ?Advisory Services? has the greatest potential for growth in your practice. Complexities within your clients? financial, estate, and asset protection plans coupled with the ever-changing Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:![]() ![]() ![]() |
09/07 PM 1-2 | Enhancing Diversity in the Workplace Race and Ethnicity*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals to better align their practice to support diversity, equity, and inclusivity in relation to race and ethnicity. The course will explore definitions of race and ethnicity to help individuals Topics include:This course will provide accountants with the knowledge, awareness, and skills to contribute to greater levels of diversity, equity, and inclusivity in their workplace in the domains of race and ethnicity.
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to increase their ability to support individuals of ethnically marginalized backgrounds. Given the increasing rates of ethnic diversity in the United States,
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
09/07 PM 3-4 | CPAs... Who are we?*Content Preview
COURSE DESCRIPTION It's a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but well try! During this 1-hour on-demand webinar, we'll review those common qualities found among us and discuss the changing nature Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
09/07 PM 5-6 | Sexual Harassment Prevention Begins with You*Content Preview
COURSE DESCRIPTIONThis course will provide accountants with the knowledge, awareness, and skills to prevent and remediate sexual harassment in the workplace with an intent to improve working conditions for all and limit legal liability. This course is designed to apprise the participant of relevant U.S. Laws, research, and best practices for preventing and remedying sexual harassment in the workplace. There will be a focus on defining sexual harassment, a description Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for accounting professionals who desire to better understand and address sexual harassment in the workplace. It also meets the yearly sexual harassment training guidelines for the State of Illinois.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
09/08 AM 10-12 | Accounting for Income Taxes*Content Preview
COURSE DESCRIPTIONCorporations must file an income tax return following the guidelines developed by the IRS. Since GAAP and tax regulations differ in a number of ways, so frequently do pretax financial income and taxable income. In consequence, the This course covers the basic guidelines that companies must follow in reporting income taxes and the disclosure requirement associated with deferred taxes, reviewing some of the concepts and items discussed in ASC 740, Income Taxes. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/08 PM 12-2 | I'm Over Overtime
COURSE DESCRIPTIONThere is no single topic that affects accounting professionals with such ferocity as sustained overtime. Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
09/08 PM 2-4 | Estate, Gift, and Income Tax Planning for Real Estate*Content Preview
COURSE DESCRIPTIONIn times of economic and tax uncertainty, real estate ownership can create frustrations and concerns for your client. The purpose of this course is to assist the practitioner in understanding the complexities that a client faces Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/08 PM 4-6 | It's all about Trust
COURSE DESCRIPTIONTrust, Trust, Trust! It cant be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. Well discuss trust in the context of clients, scenarios, and common experiences that breathes Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
09/11 AM 10-12 | Circular 230: The Ethical Guide*Content Preview
COURSE DESCRIPTIONThis is an online course that examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions, and return of client records. The ethical rules governing these Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/11 PM 1-2 | Currently Not Collectible*Content Preview
COURSE DESCRIPTIONThere are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses, Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
09/11 PM 12-1 | Enhancing Diversity in the Workplace: Sex and Gender*Content Preview
COURSE DESCRIPTIONThis course will help financial professionals to better align their practice to support diversity, equity, and inclusivity in relation to sex and gender. The course will explore how personal and societal perceptions of sex and gender Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:This course is designed for financial and accounting professionals wishing to increase their ability to support individuals of all genders. Given the changing landscape of gender diversity in the United States labor force, this is Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
$99.00 |