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COURSE DESCRIPTION

This 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
influence the way individuals experience the world of work. Special attention will be paid to unique challenges faced by men and women in the workplace, with tangible actions offered as potential ways to remediate these challenges.
A discussion will be had on the unique stressors faced by transgender employees and ways to support their needs. 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 sex and gender.

Topics include:

• What is Gender?
• Women’s Issues
• Men’s Issues
• Transgender Employees

Learning Objectives:

After reading the course material, you will be able to:

• Describe the complex interplay between sex, gender identity, and gender expression
• Discuss 3-5 key problems facing women in the modern financial workplace
• Discuss 2-3 key problems facing men in the modern financial workplace
• List 3-5 facts about transgender people in the United States
• Discuss common solutions to support gender equity in the workplace

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
an essential topic for ethical practice in financial professions. Furthermore, everyone should be interested in developing their capacity for cultural fluency because evidence suggests greater diversity is associated with more
profitability and better performance metrics.

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The 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
accounting work. Discover the most common types of cognitive biases in the accounting profession, and how to recognize and address these flaws and blind spots in your “mental firmware”.

Topics Covered:

• Cognitive bias fundamentals
  
• Behavioral insights principles
• Why cognitive bias is not necessarily bad
• How cognitive bias is used to influence your behavior as a consumer
• Common cognitive errors in accounting 
• Why good accountants do bad audits 
• Strategies to address cognitive bias
• How to prime yourself and your environment to make better decisions

Learning Objectives:

After reading the course material, you will be able to:

• When making a decision, practitioners will be able to identify at least 5 ways cognitive biases may distort how they view a problem and what solutions they may consider.
  
• When examining their thought process, practitioners will be able to explain at least 5 ways your brain may lead you to make illogical interpretations.
• When shopping, practitioners will be able to point out at least 12 ways cognitive biases are used to hijack your psychological vulnerabilities.
• When doing routine accounting work, practitioners will be able to list at least 10 cognitive biases that are specific to the accounting profession.
• When seeking ways to minimize cognitive biases, practitioners will be able to give examples of at least 10 strategies to minimize illogical or irrational thinking. 

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.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
disorders from a scientific perspective, review the epidemiology of depression and anxiety disorders, and their causes and consequences. The lecture will include information about current treatments of depression and anxiety and
how to create a work environment supportive of individuals with these conditions. This course will provide accountants with the knowledge, awareness, and skills to support the occupational functioning of individuals living with
depression and anxiety

Topics include:

• Why should I care?
  
• What is Depression?
• What is Anxiety?
• How are they treated?
• How can I help?

Learning Objectives:

After reading the course material, you will be able to:

• Describe the prevalence of depression and anxiety disorders
• Understand the difference between a feeling and a mood
• Identify important qualities that distinguish between depressive disorders and anxiety disorders
• List common forms of treatment for mood disorders
• Identify 3 ways you can create a workplace environment supportive of individuals with mood disorders

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
in a management capacity, as the information can be used to help retain talented employees and help them overcome depression and anxiety-related barriers to productivity.

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
them on the Individual Income Tax Form 1040. QBI, Qualified Business Income Deduction, will be covered along with the reporting criteria. Discussion of relevant basis and loss limitations will also be addressed in this seminar
as well.

Learning Objectives:

After reading the course material, you will be able to:

• Define what a Schedule K-1 is.
• Distinguish the differences between Schedule K-1 received from different entities.
• Outline the application of Basis Limitation, Loss Limitations, and Material Participation.
• Compare and Examine several case studies.
• Review the integration with the QBI (Qualified Business Income Deduction).
• Highlight proposed 2021 changes to Schedule K-2 and Schedule K-3.

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
hopes to clarify the filing requirements with updated guidance. Additionally, this course will discuss all eleven (11) parts of the form.

Learning Objectives:

After reading the course material, you will be able to:

• Outline Schedule K-2 for Partnerships and S Corporations
• Describe the filing requirements and penalty relief
• Explain the recent guidance provided by the IRS
• Highlight changes to Schedule K-2 and Schedule K-3

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

People 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,
the family, and the finances. Planning at this point is too late, other than funeral arrangements. Your clients will be less focused during times of loss and grieving and may want to push things off for later.

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
should be discussing with their clients now. Not Later.

Learning Objectives:

After reading the course material, you will be able to:

• Identify Post Mortem Opportunities on the Final Form 1040
• Identify Post Mortem Opportunities on the Estate Income Tax Returns Form 1041
• Define Executor responsibility
• Prepare Post Mortem Estate Tax Elections Form706
• Understand the reasoning for using Alternate Evaluation Dates
• Define the requirements for Qualified Terminable Interest Property (QTIP)
• Define the requirements for Qualified Domestic Trust (QDOT) Election
• Identify the rules for Resident Alien Spouses
• Define Special Use Valuation [IRC 2032(A)]
• State the purpose and use of Portability Election [IRC 2010(c)]

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

Due 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
to meet a clients fringe benefit planning objectives. 

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
ERISA reporting and disclosure requirements.

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

Cryptocurrency 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:

• Introduction to cryptocurrency
• Understanding the term “blockchain”
• Various types of cryptocurrency
• Why cryptocurrency is popular
• Investment attributes of cryptocurrency
• Tax aspects of cryptocurrency
• Position of the Internal Revenue Service
• Understanding Notice 2014-21 (IRS Virtual Currency Guidance)
• Understanding Notice 2014-21 FAQs
• Compliance issues
• Charitable issues
• Internal Revenue Service enforcement

Learning Objectives:

After reading the course material, you will be able to:

• To provide tax practitioners with an understanding of the tax aspects of cryptocurrency from a Federal compliance standpoint.
  

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:

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COURSE DESCRIPTION

This 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
the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations.

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
operations and issues. All in-house and public practice professionals involved with international tax compliance and planning will benefit from this timely and insightful seminar.

Learning Objectives:

After reading the course material, you will be able to:

• Be able to discuss common treaty provisions in the US Model Treaty.
• Understand typical reduced withholding rates on dividends, interest, and royalties.
• Describe the purpose of income tax treaties in the tax regimes of countries.
• Acquire a better understanding of the international tax environment.
• Recognize qualifications for a permanent establishment
• Describe the rules by which a taxpayer must disclose a tax position to the IRS for claiming treaty benefits that conflict with the IRC.
• Ascertain mutual agreement procedures between the taxing authorities of two treaty countries in cases of double taxation.
• Recognize when a company/citizen would need to file Form W8-BEN with the IRS to claim treaty benefits for US tax withholding.

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The 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
under increasing pressure from regulators, consumers, employees, and other stakeholders to provide a fuller and more integrated picture of how entities operate, invest, and create value. This includes taking into account how their
operations impact financial, manufactured, intellectual, human, social, relationship, and natural capital. Participants will walk away with an increased situational awareness of ESG reporting, and an ESG starter strategy. This
can be used immediately to position themselves for ESG success in an era of growing expectations for conscious capitalism, ethical investing, and moral leadership.

Topics Covered:

• What is ESG?
• Key Technology, Economic and Social Drivers of ESG
• ESG Current Landscape
• Issues in Shifting from Theory to Practice
• COP26: Implications for the Accounting Profession
• Technical Examples of ESG Reporting
• The “S” in ESG: Social Metrics
• The “G” in ESG: Governance Ethics
• ESG as an Emerging Client Advisory Service
• ESG Reporting Best Practices
• ESG and Blockchain
• Leading ESG Reporting Frameworks
• ESG Certifications
• Prominent ESG Software and Calculators
• ESG Starter Strategy

Learning Objectives:

After reading the course material, you will be able to:

• Understand at least 10 technological, business, and social trends driving ESG adoption
• Explain at least five leading trends in the current ESG landscape
• Appraise at least 10 key considerations when operationalizing ESG and shifting from theory to practice
• Point out at least 10 leading case studies of ESG reporting
• Summarize at least five ways practitioners can prepare for ESG success

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.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
violations that can occur in the federal workforce, including abuse of position, bribery, conflicts of interest, fraud, gift violations, misuse of government resources and personnel, and political activity violations.

Topics Covered:

• Definition and examples of federal employee conduct violations
• The impact of conduct violations on individuals and organizations
• The Role of personal ethics in the federal workforce
• Consequences of violating ethical standards
• Strategies for preventing and addressing conduct violations
• Case studies of federal employee conduct violations
• Lessons learned from conduct violation cases

Learning Objectives:

After reading the course material, you will be able to:

• Identify federal employee conduct violations and provide examples
• Analyze the impact of conduct violations on individuals and organizations
• Evaluate the importance of personal ethics in the federal workforce
• Identify the consequences of violating ethical standards
• Develop strategies for preventing and addressing conduct violations
• Analyze case studies of federal employee conduct violations
• Identify lessons learned from conduct violation cases and apply them to future situations

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.
The session is particularly beneficial for professionals who wish to promote a culture of integrity within their organizations, and how to better prepare for and manage ethical dilemmas.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
it, as well as other facts & circumstances to advise taxpayers accordingly. This seminar will also look at strategies practitioners may use when representing taxpayers before the Internal Revenue Service to defend the Officer's
Reasonable Compensation amount taken in any given year.

Course Objectives:

After reading the course material, you will be able to:

• Define what Reasonable Compensation is and who is required to receive it.
• Associate Accountable Plan requirements to Reasonable Compensation.
• Understand criteria set forth by the courts.
• Review methods used by the IRS when auditing Reasonable Compensation.
• Analyze approaches used in defending the amount of Reasonable Compensation.

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
ways to exploit users and technology, the presentation discusses how to instantly improve your security posture even with limited resources and time.  You’ll walk away with a fundamental understanding of online protection
basics and how to develop custom cyber security for your operations. 

Topics Covered:

• Cyber security fundamentals
  
• What are data breaches? 
• Impact of COVID on cyber security
• Why cyber security is critical for accountants
• What’s behind lagging security?
• Rethinking cyber security as a business priority
• What does a baseline cyber security plan look like
• Leading cyber security software and services
• Starter cyber security gameplan 

Learning Objectives:

After reading the course material, you will be able to:

• When considering cyber security, practitioners will be able to identify at least 10 core technology elements that need to be coordinated to protect their information systems.
  
• When examining online security incidents, practitioners will be able to give examples of at least 10 online breaches that have involved accounting operations and tax administrations around the world. 
• When looking to practically apply cyber security, practitioners will be able to point out at least 4 examples of online protection templates and checklists that can be used to increase cyber resilience.
• When evaluating cyber security solutions, practitioners will be able to explain at least 6 categories of digital protection software and how they are designed to secure all types of data. 
• When developing a cyber security game plan, practitioners will be able to list at least 10 online resources and communities that provide cyber security guidance and assistance. 

Who Should Attend:

Practitioners who want to launch, optimize and manage a cybersecurity plan for their operations and improve their threat awareness and resilience.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

Please 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
a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself
in obtaining replacement property. This course is ideal for CPAs, EAs, lawyers, real estate professionals, accountants, or other tax professionals.

Learning Objectives:

After reading the course material, you will be able to:

• Determine whether an LKE can be used to defer taxes upon the sale of real property.
• Know when it is appropriate to use a QI in effecting an LKE.
• Define a DST and how it can be used in obtaining replacement property on a timely basis.
• Become knowledgeable about ways to appropriately use the LKE structure in unusual situations.

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Tax Return Preparers (TRPs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
organizational leaders and improve employee performance by understanding how to develop high quality goals. Application of the science of learning and performance will be used to highlight how feedback can support employee’s reflective
capacity to support continuous growth. 

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
overseeing the work of new hires and interns. Specific practice considerations are outlined to offer career development to others.

Topics include:

• Where are we going: Mastery
• How do we get there: Coaching and Goals
• Am I getting results: Feedback and Reflection

Learning Objectives:

After reading the course material, you will be able to:

• Define key terms including Mastery, Goal Orientation, and Theory of Intelligence
• Describe the organizational and employee benefits of managerial coaching
• Identify key ingredients in evidence-based goal setting
• Describe the influence of feedback and reflection on goal attainment
• Use evidence-based suggestions to facilitate mastery experiences

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
is most especially tailored to anyone who wants to increase their ability to increase employee effectiveness, develop future organizational leaders, or support interns or mentees.

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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:

• The role of the IRSAC in the US tax system
  
• Gathering feedback from taxpayers
• Making recommendations to the IRS
• Working with IRS employees to implement and maintain solutions
• The impact of the IRSAC on the tax system and accounting profession
• The IRSAC's efforts to improve efficiency and effectiveness
• The importance of trust and confidence in the tax system
• The IRSAC's role in shaping and enforcing ethical standards in the accounting profession

Learning Objectives:

After reading the course material, you will be able to:

• Understand the role and responsibilities of the IRSAC in the US tax system
  
• Identify the ways in which the IRSAC gathers feedback from taxpayers and makes recommendations to the IRS
• Describe the impact of the IRSAC's work on the tax system and accounting profession
• Analyze the importance of trust and confidence in the tax system
• Evaluate the effectiveness of the IRSAC's efforts to improve the efficiency and effectiveness of the IRS
• Analyze the role of the IRSAC in addressing taxpayer issues and implementing solutions
• Understand the importance of the IRSAC's work in creating a more efficient and effective tax system
• Describe the IRSAC's role in shaping and enforcing ethical standards in the accounting profession

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.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
with reference to real-life stories from the trenches. This course is ideal for CPAs, EAs, or other tax professionals.

Learning Objectives:

After reading the course material, you will be able to:

• Describe the audit process from the initial filing of the return to collections.
• Determine the options available to taxpayers at each stage of the audit process.
• Ascertain risk factors to consider in determining the best course of action for the client.
• Apply the soft skills needed when interfacing with the IRS audit team to achieve the best possible result.

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

Congress 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
within SECURE 2.0 that an advisor needs to be able to master. This course will 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.

Topics include:

• Mandatory Automatic Enrollment
  
• Credit For Small Employer Pension Plan Startup Costs
• Enhancement Of The Saver’s Credit
• Increase In Starting Age For RMDs
• Indexing IRA Catch-Up
• Higher Catch-Up Limit Age 61, 62, 63, And 64
• Student Loan Payments As Elective Deferrals For Matching Contributions
• Start-Up Credit Costs For Employers Joining An Existing Plan
• Financial Incentives For Contributing To a Plan
• Withdrawals For Certain Emergency Expenses
• SIMPLE Plan changes
• Starter 401(K) Plans
• Sec 529 Plan To Roth Rollovers
• Emergency Savings Accounts
• Enhancement of 403(B) Plans
• Qualified Charitable Distributions to Split Interest Entity
• Retirement Savings Lost and Found
• And more!

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:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
how to identify and support the career development of others, especially interns and new hires.

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
overseeing the work of new hires and interns. Specific practice considerations are outlined to offer career development to others.

• The Foundations of Career Development
• The Benefits of Career Development
• The Practice of Career Development

Learning Objectives:

After reading the course material, you will be able to:

• Define key terms and theories associated with vocational psychology
  
• Describe the history of the professional career development services
• Describe the benefits of career development for individuals and organizations
• Use specific guidelines for facilitating career development of others

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
presentation is most especially tailored to anyone who wants to increase their ability attract and retain high quality employees, or increase their ability to support interns or mentees.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

Practitioners 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
and satisfaction.

Topics Covered:

• Behavioral Insights (BI) Fundamentals
  
• Edward Bernays: The Father of BI
• How BI is used in social media and the consumer economy
• The power of nudging
• How BI is being used in tax administrations around the world
• BI tax experiments at the IRS
• Leading BI proposals for the IRS
• How to apply BI principles in your accounting operations

Learning Objectives:

After reading the course material, you will be able to:

• When considering BI, practitioners will be able to identify at
  least sixways BI is being used to nudge citizens,
  consumers, and taxpayers towards desired actions and improve their experience.
  
• When examining
  BI, practitioners will be able to summarizeat least
  4reasons why people are not always rational, and
  why their decisions are often driven by emotions, not careful economic
  analysis.
  
• When evaluating
  BI, practitioners will be able to point out at
  least 7competing visions within the IRS on how BI should
  be used (or not) to increase compliance.
  
• When exploring
  BI options, practitioners will be able to list at least
  8BI strategies that can be used to influence
  taxpayer behavior and improve persuasion.
  
• When reviewing BI, practitioners will be able to restateat least
  10ways BI can be used in the wording and graphic
  design, and layout of tax forms to deter non-compliance.
  

Who Should Attend:

Practitioners 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 and satisfaction.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be addressed, including accountable plans, taxable fringe benefits, officer reasonable compensation, and audit strategies.
Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well.

Learning Objectives:

After reading the course material, you will be able to:

• Compare S Corporation and other entity structures.
  
• Prepare Form 2553, Election by a Small Business Corporation
• Identify “reasonable cause” relief for Late Filing Form 2553, Election by a Small Business Corporation
• Review Shareholder Stock & Debt Basis
• Highlight aspects of Form 1120S and Schedule K (K-1)
• Discuss attributes of Officer Reasonable Compensation requirements
• Who is required to receive reasonable compensation?
• Facts & circumstances in advisory services
• Strategies that practitioners may use when representing taxpayers before the Internal Revenue Service in defense of the compensation taken.
• Overview of entity preparation of Schedule K-2, and K-3.

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
agent (auditor) or revenue officer (collection) detects possible fraud. Information is also routinely received from the public as well as from ongoing investigations underway by other law enforcement agencies or by United States
Attorney's offices across the country.  You’ll walk away with a fundamental understanding of how CI investigates potential criminal violations of the Internal Revenue Code and related financial crimes in a manner that fosters
confidence in the tax system and compliance with the law.

Topics Covered:

• CI History and Mission
  
• Strategic Priorities and what they investigate
• Legal source tax crimes
• Illegal source of financial crimes
• Narcotics and counterterrorism financial crimes
• How criminal investigations are initiated
• Signs you may be under investigation by CI
• How to report tax violations
• Lessons from CI field offices

Learning Objectives:

After reading the course material, you will be able to:

• When examining CI, practitioners will be able to identify at least 3 major strategic priorities of the agency and how they are mutually supportive.
  
• When considering incidents of potential financial crime, practitioners will be able to summarize at least 8 CI priority areas that target legal sources of revenue generation.
• When evaluating potential illegal activities, practitioners will be able to point out at least 10 CI priority areas that target illegal income sources.
• When interacting with the IRS, practitioners will be able to give examples of at least 5 indicators that may signal you’re under CI investigation.
• When detecting a financial crime, practitioners will be able to use at least 3 communication channels to report the violation to the IRS. 

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.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The 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
standards.  All IRS employees are subject to the Office of Government Ethics (OGE) Standards of Ethical Conduct.  The OGE is a set of ethics regulations covering such topics as gifts between employees, conflicts of interest,
appearances of a lack of impartiality, and outside employment.  Participants will walk away with a foundational awareness of the ethical obligations of IRS employees, and how practitioners can avert or prevent any potential
ethical problems before they occur when communicating or interacting with IRS officials at any level.

Topics Covered:

• Introduction: What is the IRS “Plain Talk” Document?
  
• Office of Government Ethics (OGE) Standards
• Key Principles of Ethical Conduct
• Gifts from Outside Sources
• Gift from Within the Agency
• When Gifts Cannot be Accepted from Outside Sources
• Conflicts of Interest
• Outside Activities and Employment
• Misuse Of Position
• Using and Accounting for Office Time 
• Using Government Property
• Matters Concerning Personal Activities
• Rules Concerning Employee Conduct and Official Activities
• Who Can Help Within IRS

Learning Objectives:

After reading the course material, you will be able to:

• Understand at least 12 key principles of IRS Ethical Conduct
  
• Explain at least 10 types of gifts that are okay to accept
• Identify at least six outside activities that are NOT permitted
• Point out 12 categories of government property that may only be used for authorized purposes
• Summarize at least two rules that relate to gambling and the use of controlled substances

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
IRS officials at any level.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

Please 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
for Tax Services (SSTS), the Internal Revenue Code (IRC), and common law.  Also included will be case studies illustrating dilemmas faced by tax practitioners.  This course is ideal for CPAs, EAs, or other tax professionals.

Learning Objectives:

After reading the course material, you will be able to:

• Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency, and proper administration of the tax law.
• Understand the practitioners obligations to disclose certain client information when representing them against the IRS
• Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC, and common law.
• Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
course will define PTSD and Grief from a scientific perspective, review the epidemiology of PTSD, and the causes and consequences of PTSD. The lecture will include information about current treatments for PTSD and how to create
a work environment supportive of individuals with the condition.

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.

• Why should I care?
• What is PTSD?
• How is PTSD treated?
• What is grief?
• How can I help?

Learning Objectives:

After reading the course material, you will be able to:

• Define PTSD and Grief
  
• Describe people at higher risk of PTSD
• Describe the consequences of PTSD
• List at least 3 evidence-based treatment options for PTSD
• Describe the modern understanding of Grief
• List at least 3 specific steps they can take to create a trauma-informed workplace

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,
as the information can be used to help retain talented employees and help them overcome trauma and grief-related barriers to productivity.

• All Certified Public Accountants (CPAs)
  

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
gain a greater appreciation of themselves as both unique people and members of groups. Participants will be able to identify how historical factors influence current trends that affect marginalized individuals at the cellular level.
An emphasis will be placed on the psychological underpinnings of bias, how that creates difficulties in the work environment, and specific actions that can be taken to prevent and remediate bias in the workplace.

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.

• Who are you?
• Does the past affect us today?
• What is racism?
• How can I create change?

Learning Objectives:

After reading the course material, you will be able to:

• Define key terms and theories associated with race and ethnicity
• Describe complexities associated with understanding race and ethnicity at the individual and group level
• Understand the relationship between historical factors and current experiences of racial marginalization
• Describe psychological factors related to individual experiences of racial bias
• Identify at least 3 concrete actions one can take to promote ethnic diversity in their workplace

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,
this is an essential topic for ethical practice in financial professions. Furthermore, everyone should be interested in developing their capacity for cultural fluency because evidence suggests greater diversity is associated with
more profitability and better performance metrics.

• All Certified Public Accountants (CPAs)
  

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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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
of our profession and ways that CPAs can adapt, survive and thrive!

Learning Objectives:

After reading the course material, you will be able to:

• Identify key changes impacting the CPA profession.
• Recall common characteristics and traits commonly shared by our colleagues.
• Identify steps we as professionals can take to build trust with our colleagues.

Who Should Attend:

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

This 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
data, analyze spatial relationships, and make better business decisions from an accounting perspective.

Topics Covered:

• How IRM is Used Internally at IRS
  
• The 25 Manual Sections
  
• How IRM Can Benefit Practitioners
  
• Practitioner Priority Service
  
• Financial Analysis Handbook
  
• Bank Account Analysis
  
• Suspicious Activity Reports (SAR)
  
• Audit Technique Guides
  (ATGs)

Learning Objectives:

After reading the course material, you will be able to:

• When viewing the IRS Internal Revenue Manual website, practitioners will be able to identify at
  least 25sections of the IRS manual and what information
  and guidance are provided in each.
  
• When using the
  manual, practitioners will be able to explainat least
  10ways the manual can assist in their work as tax
  advisors.
  
• When navigating
  the manual, practitioners will be able to point out at least 5checklists the IRS uses to review websites,
  analyze financials, and make collection decisions.
  
• When interacting
  with potentially suspicious or non-compliant information or individuals, practitioners will be able to utilizeat least
  2checklists to guide fraud and money laundering
  inquiries.
  
• When preparing for an audit, practitioners will be able to useat least 10audit technique guides (ATGs) that provide insight into
  issues and accounting methods unique to specific industries.
  

Who Should Attend:

Practitioners who want to increase their
awareness of the structure, mission, and responsibilities of the IRS and what
regulations guide their operations and decisions.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

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COURSE DESCRIPTION

The 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
including electronic wizards, mobile apps, online payment systems, calculators and estimators, tax calendars, advocacy services, whistle-blower awards, social media, privacy guides, job opportunities, e-books, newsletters, and
much more. You'll walk away with a whole new appreciation for the IRS and a huge treasure trove of digital tools that can sharpen and accelerate your tax workflow.

Topics Covered:

• IRS history and quick facts
  
• IRS.gov user interface tour
  
• Under-the-radar IRS content
  
• Forms and publications
  
• Electronic filing
  
• Online tools
  
• Payment systems
  
• Refund tracking
  
• Tax settlement programs
  
• Online estimators and calculator
  
• Low-income and elderly assistance
  services
  
• Identity protection and tax fraud
  alerts
  
• Professional development and
  Accreditation
  
• Tax statistics

Learning Objectives:

After reading the course material, you will be able to:

• When viewing the IRS website, practitioners will be able to identify at
  least 12sections of the IRS online platform and what
  information and guidance are provided in each.
  
• When examining
  IRS forms, practitioners will be able to list at least 3categories
  of IRS publications and documents.
  
• When navigating
  the IRS website,
  practitioners will be able to point out at
  least 5online calculators that provide answers to tax
  questions.
  
• When searching
  the IRS website,
  practitioners will be able to utilizeat least
  12tax centers that aggregate tax information on
  specific industries and professions.
  
• When looking for IRS guidance, practitioners will be able to useat least 5multi-media portals that provide information in video,
  audio, and webinar formats.

Who Should Attend:

Practitioners who want to increase their
awareness of IRS online services and how these tools can be used to gain a competitive advantage in providing tax services.

• All Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:

*Content Preview