OnDemand CPE Webinars
Accounting / Auditing Courses
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Abuse in Accounting*Content Preview
COURSE DESCRIPTIONWhat is Abuse? As soon as you hear the words “accounting abuse” how many companies or people come to mind? News stories constantly tell us of another occurrence of abuse. U.S. Chamber of Commerce estimates occupational fraud/abuse During this course we will discuss the different types of abuse found in businesses, and what you can do to Identify and deter employees from committing. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Accounts Payable Best Practices*Content Preview
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, 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 Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
ASU 2016-14 Presentation of Financial Statements for Not for Profit Entities*Content Preview
COURSE DESCRIPTIONThis course is designed to help Understand the purpose of ASU 2016-14, describe the history and changes that brought forth the publication of ASU 2016-14, and understand the effective date of ASU 2016-14. ASU 2016-14 was issued as Wait, we're talking about ASU 2016-14. Yes, there is a history as to why we are at ASU 2016-14, but to fully understand it we have to look at the history, what has changed and where we are now. this course will provide some needed Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Business Combinations and Financial Reporting*Content Preview
COURSE DESCRIPTIONThe Business Combinations Topic provides guidance on the accounting and reporting for transactions that represent business combinations to be accounted for under the acquisition method (as described in paragraph 805-10-05-4). In addition, the Topic includes Subtopic 805-50, which provides guidance on transactions sometimes associated with business combinations but that do not meet the requirements to be accounted for as business combinations under the acquisition Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Can I get sued for this? How to avoid Accounting Malpractice*Content Preview
COURSE DESCRIPTIONThis seminar will review situations in which a CPA or accounting professional may have to be in danger of being sued. We will cover common law causes of action, such as negligence, and the relevant standards and case law defining Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Capital Assets and Preparing Schedules D and 4797*Content Preview
COURSE DESCRIPTIONThis 4-hour webcast will provide practitioners with valuable information as to capital asset definitions, types, etc. as well as the preparation of Schedule D and Form 4797. 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:![]() ![]() ![]() |
COVID-19 Accounts Payable Action Plan Necessary Tactics after a Crisis*Content Preview
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 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:![]() |
COVID-19 Crisis Management Your Accounts Payable Function in Uncertain Times*Content Preview
COURSE DESCRIPTIONMany organizations take their accounts payable function (along with most others) for granted until suddenly, they can’t get an invoice to a critical vendor paid. Or, as many are finding out the hard way, their accounts payable team Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Electronic Payment Fraud Prevention and Detection*Content Preview
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 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:![]() |
Fighting Fraud with the Red Flags Rule*Content Preview
COURSE DESCRIPTIONIdentity theft affects 9 million per year impacting individuals and businesses by draining accounts and damaging credit often leaving people and businesses with unpaid bills. The “Red Flags” rule was established in January 2008, requiring Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Financial Fraud Found in the Government*Content Preview
COURSE DESCRIPTIONThe discrepancy between pay for government employees versus the private sector occasionally rationalizes the misappropriation as compensation to make salary “equal”. A manager uncovered the fraud when his bookkeeper unexpectedly missed While looking through canceled checks from the statement he was shocked, made a few phone calls, and ended his upbringing as a forensic accountant. What type of fraud is this? How does fraud like this occur? What actions could have Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Government Auditing Standards*Content Preview
COURSE DESCRIPTIONThe Yellow Book standards are used by auditors who examine the federal government, including the Government Accountability Office, various offices of Inspectors General, and others. Many local government performance auditors also use In addition to financial audits, the Yellow Book standards cover Performance Audits, which evaluate the performance of a program or project against defined objectives, such as objectives for efficiency and effectiveness. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Planning for the Unexpected*Content Preview
COURSE DESCRIPTIONThe Unexpected is just that – unexpected, but that does NOT mean you can’t prepare. Establishing an emergency fund and reviewing current insurance gaps is a small piece of the plan. Together we will look at steps you can take to help Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Revenue Recognition Update and Refresher*Content Preview
COURSE DESCRIPTIONThis 4-hour webcast is designed to provide knowledge of IRC §451 and modification of accounting method rules relating to revenue recognition per the Tax Cuts and Jobs Act (TCJA) of 2017. 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:![]() |
Rules for CPAs*Content Preview
COURSE DESCRIPTIONWith the complexity of a fast-paced business environment and continued emphasis by regulators on preventing and detecting improper financial reporting, it is important that CPAs remain current regarding the accounting guidance and The FASB’s Accounting Standards Codification is the source of U.S. GAAP to be applied to nongovernmental entities. The content and organization of the Codification will be reviewed in order for CPAs to effectively access and research The sections of the Sarbanes-Oxley Act addressing oversight, the Public Company Accounting Oversight Board and internal controls over financial reporting will be reviewed along with the auditing standards issued by the PCAOB. The activities Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
SAS 117 Compliance Audits*Content Preview
COURSE DESCRIPTIONSAS 117 Compliance Audits Supersedes SAS No. 74. This is applicable to auditors engaged to perform a compliance audit in accordance with generally accepted auditing standards, standards for financial audits under Government Auditing Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
The New Yellow Book*Content Preview
COURSE DESCRIPTIONYellow Books provide a framework for conducting high-quality audits with competence, integrity, objectivity, and independence. Used by auditors of government entities, entities that receive government awards, and audit organizations The standards that are created by the Government Accountability Office (GAO) are called the Generally Accepted Governmental Auditing Standards (GAGAS). The Yellow Book is annually published by GAO of the Generally Accepted Governmental Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Threats to Independence*Content Preview
COURSE DESCRIPTIONThe aim is to provide guidance and rules to all members in the performance of their professional responsibilities, elevate non-authoritative standards, and broaden existing guidance. Independence Standards Board issued an exposure Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Business | Industry
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Accountants Wanted*Content Preview
COURSE DESCRIPTION“An 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). If an accounting firm audits a client’s 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 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:![]() |
Creating Value*Content Preview
COURSE DESCRIPTIONValue!…the holy grail of modern public accounting. However, how do we go from wearing a green visor to becoming our client's most trusted advisor? We’ll discuss ways a CPA and their firm can recalibrate their practice to deliver 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 sponsorship’s:![]() |
Disaster Plan Development*Content Preview
COURSE DESCRIPTIONEnsuring the business continuity, the continuation of critical business operations in the event of an unforeseeable disaster is a chief responsibility of an organization’s management team including its financial officer or external 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 Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Planning and Compliance for Complex Transactions for Business Owners*Content Preview
***Special Note: This course does not qualify for IRS Reporting!*** COURSE DESCRIPTIONEvery year brings new challenges. Changes in the Code – sometimes hidden in legislation with deceptive names – Court decisions affirming the value or assuring the risk in the advice we gave three years ago – Complex transactions requiring Highlights include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Federal Tax | Tax Planning
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Individual Tax (The Basics)*Content Preview
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 sponsorship’s:![]() ![]() ![]() |
International Tax Treaties*Content Preview
COURSE DESCRIPTIONCopy and paste the course description here… using (cntrl + shift + v) 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:![]() ![]() ![]() ![]() |
Understanding the SECURE Act*Content Preview
COURSE DESCRIPTIONThe SECURE Act (Setting Every Community Up for Retirement Enhancement) is a law passed by Congress in late Dec 2019. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]()
COURSE DESCRIPTIONThe SECURE Act (Setting Every Community Up for Retirement Enhancement) is a law passed by Congress in late Dec 2019. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Accounting for Income Taxes*Content Preview
COURSE DESCRIPTIONCorporations must file an income tax return following the guidelines developed by the IRS. Since GAAP and tax regulations differ in a number of ways, so frequently do pretax financial income and taxable income. In consequence, the This course covers the basic guidelines that companies must follow in reporting income taxes and the disclosure requirement associated with deferred taxes, reviewing some of the concepts and items discussed in ASC 740, Income Taxes. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Advising the Individual Taxpayer with Complex Tax Affairs*Content Preview
COURSE DESCRIPTIONThis program has the information and sources of authority you need to understand complex transactions and advise your clients about what works and what does not to assure they pay what they owe, but no more, and preserve wealth for Highlights include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
All New Basis Consistency Regulations and IRS Form 8971*Content Preview
COURSE DESCRIPTIONBreaking News!! During tax season, IRS planted a couple of nuclear bombs in its newly issued Form 8971 Basis Consistency Regulations: 1. IRS’ all-new ZERO BASIS rule: If tax matters are mishandled at the estate level, the beneficiary’s basis (for income tax purposes) in an inherited asset is zero!! 2. SUBSEQUENT TRANSFER rule: Any later transfer by a beneficiary (of an asset originally subject to Form 8971 reporting) itself must be reported on a newly generated Form 8971. IRS Form 8971, of course, is the controversial brand-new Where is all of this coming from? The Highway Funding Bill (P.L. 114-41) created basis mania with 3 new statutes:
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:![]() ![]() ![]() |
An Introduction to Self-Directed Solo 401ks*Content Preview
COURSE DESCRIPTIONThis course is designed for tax professionals who have one-person business owners, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize As your clients’ most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe Learning Objectives:After reading the course material, you will be able to:
Website for Hyperlinking:Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Children of All Ages Comprehensive Planning Techniques*Content Preview
COURSE DESCRIPTIONWhat qualifies a child for a tax credit, education credit, earned income credit? This being a fairly easy question, isn't always easy to answer. Just because they live with you doesn't mean they qualify. Now we have to look at many Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
COVID-Related Tax Relief Act of 2021*Content Preview
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 sponsorship’s:![]() ![]() ![]() |
CPE for CPAs and EAs Today Buying, Selling, or Gifting a Business Creatively*Content Preview
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 the development of Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
CPE for CPAs and EAs Today Post Mortem Estate Planning Primer*Content Preview
COURSE DESCRIPTIONPeople die every year, but 2020 saw a lot of unexpected death. COVID-19 was devastating to several families, how prepared were you? How prepared were your clients? At the time of loss, things can become very chaotic for the spouse, This is where you can provide that stability to your clients and remove the confusion. Having a plan for the inevitable is good business, and can generate business for you. This course will cover the planning process that every CPA Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Currently Not Collectible*Content Preview
COURSE DESCRIPTIONThere are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses, Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Employee Retention Credit (ERC)*Content Preview
COURSE DESCRIPTIONThe seminar will discuss the Employee Retention Credit. It will focus on provisions set forth by The CARES Act of 2020, The Taxpayer Certainty and Disaster Relief Act 2020, The COVID-Related Tax Relieve Act of 2020 as well as The American Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Federal Tax Update Series Centralized Partnership Audit Rules (CPAR)*Content Preview
COURSE DESCRIPTIONCPAR is something many of our clients need to be aware of – namely clients who file (or should be filing) an annual Form 1065 Partnership Tax Return. So, if you are involved in a partnership, this is for you. Huge changes to how the This course covers what you need to know about these new rules and how they apply to the 2019 tax season. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Federal Tax Update Series: Understanding IRC §199A*Content Preview
COURSE DESCRIPTIONThis course will cover the information on Section 199A under the Internal Revenue Code. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Form 1041 Everything You Never Wanted to Know*Content Preview
COURSE DESCRIPTIONCertain entities are created for planning purposes. These entities are separate and apart from individuals or businesses. This course deals with both the planning issues for client needs (estate, financial, and asset protection) as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Fundamentals of Income Taxation*Content Preview
COURSE DESCRIPTIONPlease join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
International Cross-Border Transactions*Content Preview
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 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:![]() ![]() ![]() |
Navigating the New Schedules K-2 and K-3*Content Preview
COURSE DESCRIPTIONThis course introduces the new Schedule K-2 and Schedule K-3 that may be required for Partnerships and S Corporation returns. The IRS has provided conflicting guidance regarding the preparation and requirements of this form, this course 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:![]() ![]() ![]() |
New Developments in Estate and Gift Taxation A Look at What Has Been Introduced into Congress*Content Preview
COURSE DESCRIPTIONLegislation, known as the “For the 99.5% Act”, has been introduced in the United States Congress. If passed, this legislation will create significant changes in estate and gift planning for your clients. This is a significant piece Art Werner will discuss this legislation to inform you how you should advise your clients in tax and non-tax estate and gift 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 sponsorship’s:![]() ![]() ![]() |
New Jersey Inheritance & Estate Tax Part 1: The Law*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 Jersey Inheritance 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:![]() ![]() ![]() |
New Jersey Inheritance & Estate Tax Part 2: Line by Line*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 Jersey Inheritance 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:![]() |
Offers in Compromise*Content Preview
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 don’t have a 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*Content Preview
COURSE DESCRIPTIONMany self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course INCLUDES UPDATES FROM THE TCTDR ACT (PASSED 12/27/2020) Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Pennsylvania Inheritance and Estate Tax Part 1 The Law*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 Pennsylvania Inheritance 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:![]() |
Pennsylvania Inheritance and Estate Tax Part 2 Line by Line*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 Pennsylvania Inheritance 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:![]() |
Planning Considerations Based Upon Potential Biden Proposals 2021*Content Preview
COURSE DESCRIPTIONAs Tax Professionals, we are used to advising clients on tax planning matters. This year is no exception. However, considering all the extraordinary issues that your clients encountered in 2020 planning for this will be much more significant. This course will provide integrated planning ideas that will directly affect your client's 2021 planning needs. Highlights include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Real Estate Partnership Taxation*Content Preview
COURSE DESCRIPTIONThis 4-hour webcast is designed to provide a thorough review of the unique aspects of partnership taxation. We will discuss how tax laws apply to real estate partnerships. 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:![]() ![]() ![]() |
Reasonable Compensation 2021*Content Preview
COURSE DESCRIPTIONThis seminar will focus on attributes of Officer Reasonable Compensation requirements in S & C Corporations. Focusing on court cases as an authority in determining what reasonable compensation should be, who is required to receive Course Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Restaurant Revitalization Grants The American Rescue Plan of 2021*Content Preview
COURSE DESCRIPTIONAs part of The American Rescue Plan, enacted on March 11, 2021, $28.6 billion was appropriated to assist the restaurant and foodservice industry. These funds are in the form of grants, Restaurant Revitalization Grants, § 5003, Support 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:![]() ![]() ![]() |
Schedule K-1: What is it & What do I do with it?*Content Preview
COURSE DESCRIPTIONThis seminar will focus on Schedule K-1 that a taxpayer may receive from a pass-through entity, Partnership, Subchapter S Corporation, or an Estate/Trust. It will detail the most common characteristics of Schedule K-1 and how to report Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Tax Cuts and Jobs Act Business Tax Reform*Content Preview
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 sponsorship’s:![]() ![]() ![]() |
Tax Cuts and Jobs Act Individual Tax Reform*Content Preview
COURSE DESCRIPTIONThe Tax Cuts and Jobs Act dramatically changed the U.S. Tax Code starting in the 2018 tax year. This course will provide a review of the Business Tax Reforms section of the Tax Cuts and Jobs Act bill (H.R.1). This course will provide a summary description of all provisions referenced in this section of the Tax Cuts and Jobs Act and will identify the provisions that were changed in the Business Tax Reforms section. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Tax Implications of Cryptocurrency*Content Preview
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 Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
that use or invest in cryptocurrency. All in-house and public practice professionals involved with tax compliance and planning will benefit from this timely and insightful seminar. Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Tax Planning Using Like-Kind Exchange Transactions Under Sec.1031*Content Preview
COURSE DESCRIPTIONPlease join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal “shelters” available to those buying and selling real property. We will be covering the basic structure of an LKE, and ways Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Tax Procedure*Content Preview
COURSE DESCRIPTIONThis seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections, and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Taxation of the Cannabis Industry*Content Preview
COURSE DESCRIPTIONThis course will discuss the taxation of Medical and Recreational Marijuana as well as Industrial Hemp. We will look at the limitations imposed by I.R.C. §280E and navigate through the Cost of Goods, cost allocations, and inventory. This course will discuss the taxation of the Cannabis Industry and provide a general overview of relevant Internal Revenue Code (I.R.C.) sections, Chief Counsel guidance as well as pertinent Court Cases. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Taxation of the Sale or Purchase of a Business*Content Preview
COURSE DESCRIPTIONThis 4-hour webcast will provide attendees with an overview of the unique tax aspects related to selling or purchasing a business. We will discuss various related Sections of the Internal Revenue Codes, certain tax forms and what goes 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:![]() ![]() ![]() |
TCJA Series How State Lines Impact Estate Tax and Financial Planning*Content Preview
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. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
TCJA Series Understanding the New Pass Through Entity Rules*Content Preview
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 course, we will discuss these changes Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Terrific Tax Planning Ideas of 2021: Considering Anticipated Changes
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 sponsorship’s:![]() ![]() ![]() |
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 sponsorship’s:![]() ![]() ![]() |
The American Rescue Plan Act of 2021*Content Preview
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 sponsorship’s:![]() ![]() ![]()
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 Course Highlights include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
The Essentials of Fringe Benefits Planning*Content Preview
COURSE DESCRIPTIONDue to changes in both the economy and the Internal Revenue Code, fringe benefit planning has become one of the most important areas of planning for your client’s business and personal needs. There are a variety of tools and techniques This course looks at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
The New Form 7203 and How to calculate Shareholder Basis*Content Preview
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 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:![]() ![]() ![]() |
The Nuts and Bolts of IRC Section 1031 Exchanges*Content Preview
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 sponsorship’s:![]() ![]() ![]() |
The Tax Aspects of Cryptocurrency*Content Preview
COURSE DESCRIPTIONCryptocurrency can be a very confusing issue for a client in both compliance and planning. This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a Federal compliance standpoint. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
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:![]() ![]() ![]() |
Travel and Entertainment Ensuring Compliance with IRS Regulations*Content Preview
COURSE DESCRIPTIONComplying with IRS Regs regarding expense reimbursements just got a whole lot harder. Organizations everywhere are eyeing the bottom line and insisting on rigid travel and entertainment policy compliance. The IRS is taking an equally Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]()
COURSE DESCRIPTIONComplying with IRS Regs regarding expense reimbursements just got a whole lot harder. Organizations everywhere are eyeing the bottom line and insisting on rigid travel and entertainment policy compliance. The IRS is taking an equally Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Understanding IRAs and Qualified Retirement Plans After the Secure Act*Content Preview
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 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:![]() ![]() ![]() |
Understanding the Entities Planning and Compliance*Content Preview
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 sponsorship’s:![]() ![]() ![]()
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 sponsorship’s: |
Understanding Trusts: Leveling the Playing Field*Content Preview
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 Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]()
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 Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Specialized Knowledge
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
CPE for CPA Today Estate Planning*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for his/her decisions.Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
CPE for CPA Today How to Select a Fiduciary*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for his/her decisions. This allows you the ability to understand Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
CPE for CPA Today Planning for Disability*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for his/her decisions. This allows you the ability to understand Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
CPE for CPA Today Traps and Pitfalls in the Estate Planning Process*Content Preview
COURSE DESCRIPTIONHere we will focus on traps and pitfalls, the problems that a client faces as they decide how to do a total plan as they incorporate estate and asset protection issues. We can spend many hours talking about the various different traps Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
CPE for CPA Today Trusts Living Wills POA's and Tax Considerations*Content Preview
COURSE DESCRIPTIONIn this course, we will continue looking at disability planning, and some of the financial protections. This course will discuss briefly the medical wills and power of attorneys, medical surrogates, and financial planning for the uncertain Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
CPE for CPA Today Understanding the Methodologies of Transfer*Content Preview
COURSE DESCRIPTIONHere will focus on distribution planning, how do we transfer wealth between one individual to another individual in any conceivable way such as wills, trusts, at the time of death. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
CPE for Today's CPA Client Interview*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for his/her decisions. This allows you the ability to understand Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Estate, Gift, and Income Tax Planning for Real Estate*Content Preview
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Everything that you Need to Know About Portability*Content Preview
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. 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:![]() |
Information Security Basic Safeguards for Practitioners*Content Preview
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 of their most highly desired targets. Cybercriminals desire the client data of all CPAs and tax practitioners. If these cybercriminals can successfully obtain the client information of CPAs and tax practitioners, they can file fraudulent tax returns for refunds, or commit identity theft. As a result, all CPAs and tax practitioners must protect their client’s information by protecting their computers, and networks, and taking some simple safety approaches. 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:![]() ![]() ![]() |
It's all about Trust
COURSE DESCRIPTIONTrust, Trust, Trust! It can’t be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. We’ll discuss trust in the context of clients, scenarios, and common experiences that breathes Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Managing Risk The Crucial Element in Asset Protection Planning*Content Preview
COURSE DESCRIPTIONIt has become exceedingly difficult for business people, professionals, and other individuals to conduct their affairs without exposure to the hazards of litigation and creditors. There are many methods by which individuals with significant Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Protecting your Clients Against Identity Theft Investment Fraud and Consumer Fraud*Content Preview
COURSE DESCRIPTIONThe cost of fraud is growing rapidly and affects not just the victims but all of us. For example, fraud is responsible for 10% of all health care expense, the cost to consumers is $75 - $130 billion each year, 13% of credit card sales Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
XBRL Revolutionizing Financial Reporting*Content Preview
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, 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:![]() |
Ethics
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Ethics for California 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:![]() ![]() |
2020-21 Ethics for Washington 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 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:![]() |
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:![]() |
A Basic Ethics Guidebook for Colorado 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:
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, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them. Specific rules reviewed include the following:
Professional Conduct
Firm Registration
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A Basic Ethics Guidebook for Connecticut 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 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 FLORIDA 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 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 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:![]() |
A Basic Ethics Guidebook for Minnesota 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:![]() |
A Basic Ethics Guidebook for Mississippi 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 This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the Mississippi Revised Statues, Administrative Rules, and Code of Professional Conduct. These sources govern the practice and responsibilities of Mississippi CPAs. It concludes with a section on how a CPA can put his or her ethics into action. 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:![]() |
A Basic Ethics Guidebook for New York 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:![]() |
A Basic Ethics Guidebook for Ohio 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 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*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:![]() |
A CPA's Guidebook for Ethical Behavior A CPE Ethics Course for Texas 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:![]() |
Behavioral Ethics An Overview for All Accountants*Content Preview
***SPECIAL NOTE: This course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following states: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY *** COURSE 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 sponsorship’s:![]() ![]() ![]() |
Circular 230 The Ethical Guide*Content Preview
COURSE DESCRIPTIONThis is an online course that examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions, and return of client records. The ethical rules governing these Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Ethics Critical Thinking Case Studies and Fraud*Content Preview
***SPECIAL NOTE: This course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following states: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY *** COURSE DESCRIPTIONWhile ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, and to the public, This course will explore the basic tenants of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Ethics for the Industry Accountant*Content Preview
***SPECIAL NOTE: This course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following states: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY *** COURSE DESCRIPTIONWhile ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, our firms, and the public. This course will explore Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Ethics the Regulatory Environment*Content Preview
COURSE DESCRIPTIONAccounting practitioners, both near and far, would be quick 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*Content Preview
***SPECIAL NOTE: This course will not cover EAs Circular 230 Requirement. Also, 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 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 Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
General Ethics Review*Content Preview
***SPECIAL NOTE: This course will not cover EAs Circular 230 Requirement. Also, 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 DESCRIPTIONSeemingly every day another company is making headlines for breach of trust, ethics violations, or manipulation of numbers. 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:![]() ![]() |
Regulatory Ethics Guidebook for CPAs AICPA Code of Professional Conduct Part 1 Integrity, Objectivity and Judgement*Content Preview
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 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:![]() |
Regulatory Ethics Guidebook for CPAs AICPA Code of Professional Conduct Part 2 Independence and Conflicts of Interest*Content Preview
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 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*Content Preview
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 CPA’s duty to “blow the whistle” in situations where the professional 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 Practical Guidance*Content Preview
COURSE DESCRIPTIONEthical standards pronounced by the AICPA and the Department
Additionally, we’ll Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Regulatory Ethics Professional Standards Overview*Content Preview
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
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Tax Practice Standards*Content Preview
***SPECIAL NOTE: This course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following States: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY *** COURSE DESCRIPTIONPlease join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Personnel / HR
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
CPAs... Who are we?*Content Preview
COURSE DESCRIPTIONIt’s a tall order to synthesize who we are as individuals and 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:![]() |
I'm Over Overtime
COURSE DESCRIPTIONThere is no single topic that affects accounting professionals with such ferocity as sustained overtime. Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Mind Games We Play*Content Preview
COURSE DESCRIPTIONHave you ever paused and thought “am I the only one thinking 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 Office of Tomorrow*Content Preview
COURSE DESCRIPTION2020 became the year of the virtual office. The velocity of change firms and private organizations experienced was jarring. What will tomorrow bring? We’ll look towards the horizon to view trends and licensure 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:![]() |
Working Better Together*Content Preview
COURSE DESCRIPTIONA long, long time ago we would simply call, email, or poke our head into someone’s workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, we’ll cover ways to connect, what 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:![]() |
Workplace Culture*Content Preview
COURSE DESCRIPTIONWorkplace culture continues to rise in poll after poll as one of the most important considerations graduates look at when choosing an employer. During this session, we’ll look at culture and examine those qualities that top companies Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |