CPE Self-Study Audio Courses
Accounting / Auditing Courses
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Accounts Payable Best Practices
COURSE DESCRIPTIONThe accounts payable function is changing at a dizzying pace. What worked yesterday may not work today. Given the current economy, mounting regulatory pressures, and the increased visibility and importance of the accounts payable function, best practices are something with which every professional needs to be conversant. Unfortunately, keeping up to speed these days can be like herding cats. While some best practices remain steadfast, others simply no longer work and are being replaced by new practices just now appearing. The talk will include a discussion of the newest best practice every organization should implement to ensure crooks don't get their hands on money or sensitive information. This is one session you might want to invite your colleagues in accounting, auditing, and payroll to so they implement appropriate best practices and are not bamboozled by some of the newest frauds. The truth is that companies ignore accounts payable best practices at their peril and the impact is felt on your bottom line. It's that simple—yet some organizations continue to turn a blind eye to the leakage that occurs due to the poor or inefficient processes in their AP operations. Don't be one of them! 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:![]() |
Business Combinations and Financial Reporting
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 paragraphs 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 method. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Can I get sued for this? How to avoid Accounting Malpractice
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 what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants, and insurance personnel. 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:![]() |
COVID-19 Accounts Payable Action Plan Necessary Tactics after a Crisis
COURSE DESCRIPTIONAP Now statistics reveal that 85% of all companies had their accounts payable staff working remotely during the coronavirus crisis. For most, the transition from office to remote usually took place over a few short days and was anything but pretty or smooth. With the possibility of returning to the office at some point shortly, organizations need to start planning for that event. Hopefully, weve all learned something from going through this episode. The return to a new normal will require additional efforts around the accounts payable function. Organizations will need to review what happened while working remotely and plan for the future. The likelihood of this happening again is, unfortunately, high. The next time vendors are not so likely to be understanding about late payments and crooks will be even better situated to take advantage. Every organization needs to prepare. This session identifies 20 different steps every organization should take concerning its accounts payable function. Its not hard, you just have to do it. 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:![]() |
Crisis Management Your Accounts Payable Function in Uncertain Times
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 cant get into the office to pick up all the paper invoices that need to be processed. This has happened for a few days in the past, mainly due to weather-related incidents. But they pass fairly quickly and its easy to play catch up. This time is different and it has highlighted the areas where the current process is not sufficient. This brand-new session was created by AP Nows founder, Mary Schaeffer, and is based on the real-life experiences of many of her readers, who are accounting and accounts payable professionals as well as interviews with experts. They shared practices that are working, those that are not, and lessons learned. 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:![]() |
Electronic Payment Fraud Prevention and Detection
COURSE DESCRIPTIONAlas, technology not only helps legitimate businesses become more efficient; it also assists crooks looking to defraud your organization. Getting money out of your organization's bank account is now easier than ever. Just ask the growing number of fraudsters snatching cash from unsuspecting organizations across the country. Unfortunately, every company is at risk, and businesses do not have the same fraud protections as individuals. If you don't report the thefts within 48 hours, you will probably end up eating the losses which can be substantial. Those who think they're protected because they don't make electronic payments or because they use positive pay are flat out wrong. What's worse, it's not just the big guys who are getting hit. The crooks are also targeting smaller mid-sized companies, municipalities, schools, and not-for-profits. Avoiding electronic payments (ACH)is not the answer. You are still at risk; this is the fastest-growing payment fraud. But you can protect your company if you take the right steps. Please join us for this 60-fast paced minute session with an industry expert, AP Nows Mary S. Schaeffer. It contains expert advice about all the latest electronic payment frauds. 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:![]() |
Business | Industry
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Accountants Wanted
COURSE DESCRIPTIONAn increase in the number of businesses, changing financial laws and regulations, and greater scrutiny of company finances will drive faster-than-average growth of accountants and auditors, reports the Department of Labor (DOL). In addition, in response to recent accounting scandals, new Federal legislation restricts the non-auditing services that public accountants can provide to clients. If an accounting firm audits a clients financial statements, that same firm cannot provide advice on human resources, technology, investment banking, or legal matters, although accountants may still advise on tax issues, such as establishing a tax shelter. This requires the client in most cases to hire two separate firms to handle their annual accounting and financial services needs. 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:![]() |
Creating Value
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? Well discuss ways a CPA and their firm can recalibrate their practice to deliver on 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:![]() |
Disaster Plan Development
COURSE DESCRIPTIONEnsuring the business continuity, the continuation of critical business operations in the event of an unforeseeable disaster is a chief responsibility of an organizations management team including its financial officer or external CPA. According to Kit Tuveson, chairman of the International Facility Management Association and worldwide facility operations manager for Hewlett-Packard in San Francisco, only 40% of the companies that experience a disastrous event at their place of business will ever open their doors again. In addition, a study developed by the University of Minnesota found that the average company which was put out of business for as little as four and a half days experienced up to a 50% loss in its capacity to operate. Many companies believe that because they are small that they are at less risk and are unable to afford the protection that larger companies can afford. However, it is the smaller companies that are at the greatest risk and therefore should be even more inclined than the larger companies because they are more likely to have all their eggs in one basket. For example, the smaller company commonly has only one work location, a limited number of employees, all of their assets stored at one location, etc. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Federal Tax | Tax Planning
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Accounting for Income Taxes
COURSE DESCRIPTIONCorporations must file an income tax return following the guidelines developed by the IRS. Since GAAP and tax regulations differ in several ways, so frequently do pretax financial income and taxable income. Consequently, the amount that a company reports as a tax expense will vary from the amount of taxes payable to the IRS. This course covers the basic guidelines 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:![]() ![]() ![]() |
Advising the Individual Taxpayer with Complex Tax Affairs
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 families. Highlights 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:![]() |
All New Basis Consistency Regulations and IRS Form 8971
COURSE DESCRIPTIONTo enlighten as to how Congress has mandated basis consistency in a broad variety of contexts, including how the 3-year period of limitations for tax assessment is extended to 6 years, as well as the basis of assets inherited by beneficiaries. To explore the timing and detail of the new IRS Form 8971 and the devastating consequences of failure to comply with the vast array of Congress, Treasury, and IRSs new rules. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
An Introduction to Self-Directed Solo 401(k)s
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:![]() ![]() ![]() |
Behavioral Ethics An Overview for All Accountants
***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 DESCRIPTIONIn this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself to achieve the highest standards of ethical conduct as a CPA. The course will then discuss ethical reasoning and its application to common dilemmas that you may experience. 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:![]() ![]() ![]() |
Buying Selling or Gifting a Business Creatively
COURSE DESCRIPTIONIn addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on development; This course explores the entrance and exit strategies available to business owners of many unique business planning tools. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Children of All Ages Comprehensive Planning Techniques
COURSE DESCRIPTIONWhat qualifies a child for the 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 factors such as age, school, are the parents married or divorced, who is supporting them, are they claiming themselves, emancipated. During this course, we will look at what qualifies a child under the new TCJA and how it will impact your tax return. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Circular 230 The Ethical Guide
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 issues are discussed. A final examination covering the course material is administered. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
COVID-Related Tax Relief Act of 2021
COURSE DESCRIPTIONThis course will discuss the new tax provisions related to Economic Disaster Relief, Paycheck Protection Programs, and Forgiveness as well as the Employee Retention Credit. 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:![]() ![]() ![]() |
Currently Not Collectible
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, they may place the account in Currently Not Collectible status. In this course, were going to learn what currently not collectible (CNC) means, who is eligible, and what the process is to get this status. 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:![]() ![]() ![]() |
Employee Retention Credit (ERC)
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, and The American Rescue Plan Act of 2021. The course hopes to be a practical guide to interpreting the above Acts and guidance in IRS Notice 2021-20 and IRS Notice 2021-23. 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:![]() ![]() ![]() |
Estate, Gift, and Income Tax Planning for Real Estate
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Everything that you Need to Know About Portability
COURSE DESCRIPTIONThis course helps the practitioner understand how to make the portability election and how it can provide overall tax benefits to surviving spouses and beneficiaries of estates that fall below the federal estate exclusion amount. We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, and compare the benefits of electing portability to conventional credit shelter trust planning. 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:![]() |
Form 1041 Everything You Never Wanted to Know
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 well as the basics of fiduciary income tax compliance. Chapters 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:![]() ![]() ![]() |
Fundamentals of Income Taxation
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 for CPAs, CFPs, EAs, and other tax preparers. 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:![]() ![]() ![]() |
Individual Tax (The Basics)
COURSE DESCRIPTIONThis course is designed for practitioners in their first through fifth years of practice. This course provides a critical discussion of tax preparation with a theoretical and practical study of Form 1040 and certain accompanying schedules. Some topics are discussed more in-depth to clarify issues related to those selected topics. This course will also familiarize practitioners with Ethical dilemmas, with careful consideration of EITC Due Diligence. 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:![]() ![]() ![]() |
choose options
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Information Security Basic Safeguards for Practitioners
COURSE DESCRIPTIONAll CPAs and Tax Practitioners deal with very sensitive client data. Cybercriminals are highly sophisticated, well-funded, and technologically adept at hacking computers and stealing information. CPAs and tax practitioners are some This course will define information security, describe the numerous types of threats that exist today and define how to protect your computer systems and networks to keep client data safe. 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:![]() ![]() ![]() |
International Cross-Border Transactions
COURSE DESCRIPTIONPlease join us for an introductory course in international cross-border transactions. We will discuss typical situations in which a cross-border transaction arises, and how a taxpayer can utilize the rules to potentially decrease an entity's effective tax rate. Other issues, such as documentation and IRS audit risk will also be covered. These rules will be illustrated by a hypothetical US-Canada transaction. 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:![]() ![]() ![]() |
International Tax Treaties
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 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:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Navigating the New Schedules K-2 and K-3
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 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:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Offer in Compromise Settle Tax Debts for Less Than What Is Owed
COURSE DESCRIPTIONThe Offer in Compromise program is available to taxpayers that have a tax debt so large that they could never pay it. In many cases, they go off the grid. They take jobs that pay in cash, work as subcontractors, and dont have a bank account. By not workingon the books the IRS cant garnish their paycheck or levy their self-employed income. If they have a regular job they leave and find another one as soon as the IRS garnishes their paycheck. By not having a bank account the IRS cant levy their bank accounts. In many instances, they also have no assets in their name that could have a Federal Tax Lien filed against it. Through this program, they can come clean and settle their tax debts, reestablish their credit, and get the trauma out of their life. 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: |
Overview of Schedule C
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:![]() ![]() ![]() |
Post Mortem Estate Planning Primer
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, 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:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Qualified Plans, IRAs, and Related Issues*Content Preview
COURSE DESCRIPTIONIt appears that there will be a multitude of tax law changes in 2021. Practitioners need to be aware of any potential changes so that they may advise their clients accordingly. Now is the time to contemplate potential changes as well 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:![]() ![]() ![]() |
Reasonable Compensation
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 it, as well as other facts and 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:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
S Corporations Overview
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:![]() ![]() ![]() |
Schedule K-1 What is it and what do I do with it?
COURSE DESCRIPTIONThis Video- 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:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Secure Act 2.0 Everything That You Need To Know
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 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:![]() ![]() ![]() |
Tax Cuts and Jobs Act Business Tax Reform
COURSE DESCRIPTIONThe Tax Cuts and Jobs Act dramatically changed the U.S. Tax Code starting in the 2018 tax year. 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:![]() ![]() ![]() |
Tax Cuts and Jobs Act Individual Tax Reform
COURSE DESCRIPTIONThe Tax Cuts and Jobs Act dramatically changed the U.S. Tax Code starting in the 2018 tax year. 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:![]() ![]() ![]() |
Tax Implications of Cryptocurrency
COURSE DESCRIPTIONThis course presents an overview of blockchain and the tax implication of cryptocurrency transactions. The IRS has provided some recent guidance, but potentially conflicting pronouncements by other regulatory agencies have created uncertainty on reporting issues. This course will help the practitioner understand when a taxable transaction has occurred, what reports to file to satisfy IRS requirements, and identify tax traps for the unwary. 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:![]() ![]() ![]() |
Tax Planning Using Like-Kind Exchange Transactions Under Sec.1031
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 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:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Tax Procedure
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 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:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Taxation of the Cannabis Industry
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. Also discussed will be relevant Federal Case Law and some new legislative efforts affecting the industry. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
TCJA Series How State Lines Impact Estate, Tax, and Financial Planning
COURSE DESCRIPTIONThe TCJA of 2017 has impacted how we plan and execute our Estate, Tax, and Financial Planning to include how the state looks at it. During this course we will review different aspects of our planning to include: Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
TCJA Series Understanding the New Pass Through Entity Rules
COURSE DESCRIPTIONThe Tax Cuts and Jobs Act of 2017 contain significant legislation regarding business taxation, unlike the individual income tax changes made by the Act, these changes are permanent. During this audio course, we will discuss these changes and the effect on businesses. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
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 Internal 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:![]() ![]() ![]() |
The American Rescue Plan Act of 2021
COURSE DESCRIPTIONOn March 11, 2021, President Joe Biden signed into law, a $1.9 trillion COVID-19 relief package. How will this bill affect your clients? This course will cover this legislation from both a tax perspective as well as a stimulus perspective. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
The Complete Guide to New York Death Taxation*Content Preview
COURSE DESCRIPTIONTax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the New York Estate Tax Return. Objective:
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:![]() ![]() ![]() |
The Complete Guide to Oregon and Washington Death Taxation
COURSE DESCRIPTIONTax compliance issues at death sometimes confuse practitioners because many lack experience in this area. This course provides a practical understanding of the issues in preparing Washington and Oregon Estate Tax returns. 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:![]() ![]() ![]() |
The Essentials of Fringe Benefits Planning
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 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:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
The New Form 7203 and How to calculate Shareholder Basis
COURSE DESCRIPTIONBeginning with the tax year 2021, Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitation, may be required to be filed with each shareholder's Individual Income Tax Return, Form 1040. This new form reports the shareholder's outside basis as well as debt basis so as to apply any loss limitations under I.R.C. 461 as well as at-risk limitations properly. This course will look at the mechanics of preparing the new Form 7203. Also discussed will be strategies of how to reconstruct shareholder basis when it has not been done in the past. 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:![]() ![]() ![]() |
The Nuts and Bolts of IRC Section 1031 Exchanges
COURSE DESCRIPTIONThis course will break down the Section 1031 Exchange for the Internal Revenue code. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
The Tax Aspects of Cryptocurrency
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 sponsorships:![]() ![]() ![]() |
The Tax Practitioners Guide to Estate Administrations*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:![]() ![]() ![]() |
Understanding IRAs and Qualified Retirement Plans After the Secure Act
COURSE DESCRIPTIONThis is not a class on what is an IRA. As a CPA, Enrolled Agent, Attorney, or tax preparer you already know what an IRA is. Most of you think of an IRA as an Individual Retirement Account, I want you to think of it as an Individual Retirement Arrangement. So what's the difference? You can have multiple IRA accounts in multiple locations, banks, and brokerage houses. You can have it set up as a traditional, non-deductible, or even as a Roth IRA all of which is completely acceptable. But when we look at contributions as an example it's not a contribution to a specific account it's the total contribution to the arrangement. So, why would I do all of these IRAs when I can set up a qualified plan that allows me greater contributions. Qualified plans include full-time employees and after the security act, the calculations for determining full-time employees have changed. Join us as we travel across the traps and pitfalls to success in determining which one is the best for your unique situation. 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:![]() ![]() ![]() |
Understanding the Entities Planning and Compliance
COURSE DESCRIPTIONThis course deals with both the planning issues for client needs (estate, financial, and asset protection) as well as the basics of fiduciary income tax compliance. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Understanding Trusts Leveling the Playing Field
COURSE DESCRIPTIONMany practitioners would like to develop an estate planning practice. The problem that many of these individuals face when taking an estate planning CPE course is that they cannot find a course that explains the basics of the topic in a manner that can be applied to practice development and practical ideas. By the end of the course, the playing field will begin to be leveled between those individuals who practice in this area and those who desire to do so. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Specialized Knowledge
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Advanced Googling for Accountants
COURSE DESCRIPTIONThis course provides a concise overview of how accountants can instantly and dramatically improve their Google search skills. Discover how to use the search service to spot opportunities and threats in your enterprise landscape earlier and faster, improve your research tactics as a trusted business advisor, slice through the endless online static and distractions, and interpret search results related to accounting in their proper context. You'll walk away with scores of practical and proven online discovery lessons that can be immediately applied, deliver instant results and serve you forever in both your professional and personal life. 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:![]() |
Estate Planning
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. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Estate, Gift, and Income Tax Planning for Real Estate
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Everything that you Need to Know About Portability
COURSE DESCRIPTIONThis course helps the practitioner understand how to make the portability election and how it can provide overall tax benefits to surviving spouses and beneficiaries of estates that fall below the federal estate exclusion amount. We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, and compare the benefits of electing portability to conventional credit shelter trust planning. 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:![]() |
How Technology is Impacting the Accounting Profession
COURSE DESCRIPTIONThis course provides a concise overview of the leading technologies and economic forces reshaping the accounting profession and how accountants are using new digital business models to thrive in the face of rapid and seismic change. Discover how accountants once largely enterprise passengers and navigators are elevating their role using cyber tools and becoming pilots of global business. You'll walk away with a simple yet effective game plan to keep up with exploding 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:![]() |
choose options
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Information Security Basic Safeguards for Practitioners
COURSE DESCRIPTIONAll CPAs and Tax Practitioners deal with very sensitive client data. Cybercriminals are highly sophisticated, well-funded, and technologically adept at hacking computers and stealing information. CPAs and tax practitioners are some This course will define information security, describe the numerous types of threats that exist today and define how to protect your computer systems and networks to keep client data safe. 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:![]() ![]() ![]() |
IRS Internet Resources for Accountants
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 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 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:![]() |
Planning for Disability
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
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
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:![]() |
XBRL Revolutionizing Financial Reporting
COURSE DESCRIPTIONXBRL is revolutionizing business and financial reporting around the world. It is a reporting language that electronically communicates business and financial data globally. Besides providing major benefits in the preparation, analysis, and communication of business information, it also offers cost savings, greater efficiency, and improved accuracy and reliability to all those involved in supplying or using financial data claims XBRL International. 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:![]() |
Ethics
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Behavioral Ethics An Overview for All Accountants
***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 DESCRIPTIONIn this course, we will define ethics and provide you with reasons you should be encouraged to continue educating yourself to achieve the highest standards of ethical conduct as a CPA. The course will then discuss ethical reasoning and its application to common dilemmas that you may experience. 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:![]() ![]() ![]() |
Ethics the Regulatory Environment
COURSE DESCRIPTIONAccounting practitioners, both near and far, would be quick to agree that regulatory ethics is the bedrock of our profession. But where to begin? Countless regulatory agencies exist, each with its own set of rules and standards. During this session, will examine each of the regulatory bodies that practitioners should be mindful of, along with overarching standards pronounced by each agency. Additionally, well address changes to the current CPA licensure model along with global trends in business ethics. 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:![]() |
Ethics, Tax Practice and the Cannabis Industry
COURSE DESCRIPTIONThis course will discuss Circular 230 and preparer due diligence related to assisting taxpayers in the Cannabis industry. Federal Case Law, Board of Accountancy, and IRS Office of Professional Responsibility standards will also, be Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Regulatory Ethics Practical Guidance
COURSE DESCRIPTIONEthical standards pronounced by the AICPA and the Department of the Treasury serve as needed guardrails designed to regulate professional behaviors for individuals working in both public accounting and in industry. During this session, well review two important publications issued by these rule-making bodies:
Additionally, well examine the tenets of accounting ethics including a review of recent trends. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Regulatory Ethics Professional Standards Overview
COURSE DESCRIPTIONRegulatory Ethics serves both the public and our collective interests. Our clients commonly refer to accounting practitioners as their most trusted advisors. However, that description can only be earned when our professional foundation is rooted in ethical behavior. This session provides learners with an essential overview of our regulatory ethics environment including:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
A CPA's Guidebook for Ethical Behavior: A CPE Ethics Course for Texas CPAs
COURSE DESCRIPTIONA CPA is challenged in todays work world to serve his/her client or employer and protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing 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:![]() |
A Basic Ethics Guidebook for FLORIDA CPAs
COURSE DESCRIPTIONA CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find himself or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the Florida Revised Statutes, Administrative Rules, and Code of Professional Conduct. These sources govern the practice and responsibilities of Florida CPAs. It concludes with a section on how a CPA can put his or her ethics into action. 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:![]() |
Regulatory Ethics Guidebook for CPAs AICPA Code of Professional Conduct (Part 1 Integrity, Objectivity and Judgement)
COURSE DESCRIPTIONThis course will be focusing on how to integrate integrity and objectivity in situations faced by the accounting professional on a daily basis. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct but how to put your values into action! As part of this course, we will also walk through real-world examples of individuals and companies faced with these dilemmas. 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:![]() |
Regulatory Ethics Guidebook for CPAs AICPA Code of Professional Conduct (Part 2 Independence and Conflicts of Interest)
COURSE DESCRIPTIONThis course will be focusing on how to integrate independence and avoid conflicts of interest in situations faced by the accounting professional daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct but how to put your values into action! As part of this course, we will also walk through real-world examples of individuals and companies faced with these dilemmas. 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:![]() |
Regulatory Ethics Guidebook for CPAs AICPA Code of Professional Conduct (Part 3 Responsibility to the Public)
COURSE DESCRIPTIONThis course will be focusing on the concepts of due care and client confidentiality as the CPA carries out his/her responsibility to the public. We will also discuss the CPAs duty to blow the whistle in situations where the professional becomes aware of financial fraud or subversion of the tax rules. As part of this course, we will also walk through real-world examples of individuals and companies faced with these dilemmas. 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:![]() |
A Basic Ethics Guidebook for Arizona CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax 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:![]() |
Ethics for California CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the California Regulations, Administrative Rules, and Code of Professional Conduct. These sources govern the practice and responsibilities of California CPAs. It concludes with a section on how a CPA can put his or her ethics into action. 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:![]() ![]() |
A Basic Ethics Guidebook for Colorado CPAs
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax Learning Objectives:After reading the course material, you will be able to:
This course discusses the Colorado Statutes and Rules that pertain to CPAs licensed to practice in the state of Colorado. Students will become familiar with the Colorado Revised Statutes, the Rules of the State Board of Accountancy,
Professional Conduct
Firm Registration
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A Basic Ethics Guidebook for Connecticut CPAs
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax 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:![]() |
A Basic Ethics Guidebook for Minnesota CPAs
COURSE DESCRIPTIONA CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the Minnesota Statutes and Administrative Rules. These sources govern the practice and responsibilities of Minnesota CPAs. It concludes with a section on how a CPA can put his or her ethics into action. 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:![]() |
A Basic Ethics Guidebook for New York CPAs
COURSE DESCRIPTIONA CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks but also specific rules from the AICPA Code of Professional Conduct, the New York Rules, Regulations, and Education Law. These sources govern the practice and responsibilities of New York CPAs. It concludes with a section on how a CPA can put his or her ethics into action. 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:![]() |
A Basic Ethics Guidebook for Ohio CPAs
***SPECIAL NOTE: This course will not cover “Ohio Specific PSR”. However, this course does cover “General PSR” *** If you require a Ohio Specific PSR course we have one here Ohio Specific PSR Course COURSE DESCRIPTIONA CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action. 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:![]() |
A Basic Ethics Guidebook for Utah CPAs
COURSE DESCRIPTIONA CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the Utah State Code, Administrative Rules, and Code of Professional Conduct. These sources govern the practice and responsibilities of Utah CPAs. It concludes with a section on how a CPA can put his or her ethics into action. 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:![]() |
Circular 230 The Ethical Guide
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 issues are discussed. A final examination covering the course material is administered. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Personnel / HR
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
CPAs... Who are we?
COURSE DESCRIPTIONIts 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, well 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:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Effective Mentoring through Career Development
COURSE DESCRIPTIONThis course will help financial professionals to support their 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 for
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 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:![]() |
Enhancing Diversity in the Workplace Race and Ethnicity
COURSE DESCRIPTIONThis course will help financial professionals to better align their practice to support diversity, equity, and inclusivity concerning 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, this
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
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:![]() |
Enhancing Diversity in the Workplace: Sex and Gender
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:![]() |
I'm Over Overtime
COURSE DESCRIPTIONNo single topic affects accounting professionals with such ferocity as sustained over time. Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless technological advances. During this course, well unpack this topic, discuss the negative impact of sustained over time, and propose strategies to tame this monster. 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:![]() |
Max Test Drive How to Tune Up your Thinking
***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? Or perhaps you are concerned you are getting a little older and cannot keep up with the pace of work you used to? This course offers knowledge, skills, and awareness of evidence-based practices to improve mental performance. The material is organized around important cognitive science theories to demonstrate how physiological, environmental, and psychological factors influence ones, mental faculties. By the end of this lecture, you will know practical steps you can take to facilitate greater concentration, memory performance, and decision-making abilities. This is a course on the application of psychological research to the functioning of mental abilities in everyday life. Course Summary: The course provides a broad knowledge of biological, environmental, and psychological determinants of human intellectual performance. 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:![]() |
Mental Health in the Workplace PTSD and Grief
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 course 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:![]() |
Mind Games We Play
COURSE DESCRIPTIONHave you ever paused and thought am I the only one thinking this? Rejoice! Youre not alone, many of us struggle, work, and think in the same fashion. During this 1-hour on-demand webinar well cover work habits, workarounds, and other mental gymnastics that we engage in and discuss productive ways to reorganize our approach to work. 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:![]() |
Organizational Behavior: Coaching for Mastery
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 for 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 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:![]() |
Sexual Harassment Prevention Begins with You
COURSE DESCRIPTIONThis course will provide accountants with the knowledge, awareness, and skills to prevent and remediate sexual harassment in the workplace with the 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 of the prevalence of sexual harassment, and understanding the causes and consequences thereof. An emphasis will be placed on understanding sexual harassment in accounting settings, predictors of sexual harassment, and actions that can be taken to prevent and remediate unacceptable behavior. 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:![]() |
The Office of Tomorrow
COURSE DESCRIPTION2020 became the year of the virtual office. The velocity of change firms and private organizations experienced was jarring. What will tomorrow bring? Well look towards the horizon to view trends and licensure changes impacting the future of our profession during 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:![]() |
Understanding Aging and Financial Literacy
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 help participants develop their knowledge of how aging impacts their older clients abilities to engage with their financial planning and specific steps they can take to support older clients. Finally, it will explore the concept of numeracy, how it underlies all financial decision-making, and how numeracy interacts with aging. 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 practice consideration.
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Working Better Together
COURSE DESCRIPTIONA long, long time ago we would simply call, email, or poke our head into someones workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, well cover ways to connect, what works well, what doesnt, and more importantly how to maximize our communication efforts. 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:![]() |
Workplace Culture
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 share and ways your organization can benefit. 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:![]() |
Computer Software and Applications
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Advanced Googling for Accountants
COURSE DESCRIPTIONThis course provides a concise overview of how accountants can instantly and dramatically improve their Google search skills. Discover how to use the search service to spot opportunities and threats in your enterprise landscape earlier and faster, improve your research tactics as a trusted business advisor, slice through the endless online static and distractions, and interpret search results related to accounting in their proper context. You'll walk away with scores of practical and proven online discovery lessons that can be immediately applied, deliver instant results and serve you forever in both your professional and personal life. 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:![]() |
How Technology is Impacting the Accounting Profession
COURSE DESCRIPTIONThis course provides a concise overview of the leading technologies and economic forces reshaping the accounting profession and how accountants are using new digital business models to thrive in the face of rapid and seismic change. Discover how accountants once largely enterprise passengers and navigators are elevating their role using cyber tools and becoming pilots of global business. You'll walk away with a simple yet effective game plan to keep up with exploding 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:![]() |
IRS Internet Resources for Accountants
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 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 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:![]() |