CPE Scheduled Webinars
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July Scheduled Webinars
Click the icon for detailed course description and information.
Courses are listed in the ordered in order in which they are aired
purchases are only good for the day and time course is being aired.
07/01 AM 10-1 | 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:![]() |
07/01 PM 1-3 | 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:![]() ![]() ![]() |
07/01 PM 3-4 | CPAs... Who are we?*Content Preview
COURSE DESCRIPTIONIt’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try! During this 1-hour on-demand webinar, we’ll review those common qualities found among us and discuss the 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:![]() |
07/05 AM 11-2 | 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 sponsorships:![]() ![]() ![]() |
07/05 AM 9-11 | International Tax Treaties*Content Preview
COURSE DESCRIPTIONThis course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys, and business/financial advisors who work with and advise businesses that have cross-border Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
07/05 PM 2-4 | 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:![]() ![]() ![]() |
07/05 PM 5-6 |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:![]() ![]() ![]() |
07/05 PM 7-9 | 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:![]() |
07/06 AM 9-2 | 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:![]() |
07/06 PM 2-6 | 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:![]() |
07/06 PM 6-7 | An Introduction to Self-Directed Solo 401(k)s*Content Preview
COURSE DESCRIPTIONThis course is designed for tax professionals who have one-person business owners, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize As your clients’ most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe Learning Objectives:After reading the course material, you will be able to:
Website for Hyperlinking:Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
07/06 PM 7-8 | 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:![]() |
07/06 PM 8-10 | Offer in Compromise: Settle Tax Debts for Less Than What Is Owed*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:![]() ![]() ![]() |
07/07 AM 10-3 | 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:![]() ![]() ![]() |
07/07 PM 3-5 | The Tax Practitioner’s Guide to Estate Administration*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:![]() ![]() ![]() |
07/07 PM 5-7 | 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 sponsorships:![]() ![]() ![]() |
07/07 PM 7-9 | 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 Learning Objectives:By the end of the seminar, the participant will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship's:![]() ![]() ![]() |
07/07 PM 9-10 | 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:![]() |
07/08 AM 10-12 | 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:![]() ![]() ![]() |
07/08 PM 12-2 | 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:![]() ![]() ![]() |
07/08 PM 2-4 | 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:![]() ![]() ![]() |
07/08 PM 5-7 | 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:![]() ![]() ![]() |
07/08 PM 7-9 | 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 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:![]() ![]() ![]() |
07/11 AM 10-1 | 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:![]() |
07/11 PM 1-2 | 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:![]() |
07/11 PM 3-4 | 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:![]() |
07/11 PM 5-7 | 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:![]() ![]() ![]() |
07/11 PM 7-8 | 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:![]() |
07/11 PM 9-10 | Creating Value*Content Preview
COURSE DESCRIPTIONValue!?the holy grail of modern public accounting. However, how do we go from wearing a green visor to becoming our client's most trusted advisor? We?ll discuss ways a CPA and their firm can recalibrate their practice to deliver Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:![]() |
07/12 AM 10-12 | 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:![]() |
07/12 PM 12-2 | 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:![]() ![]() ![]() |
07/12 PM 3-4 | 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:![]() |
07/12 PM 5-6 | 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:![]() ![]() ![]() |
07/12 PM 6-7 | 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:![]()
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: |
07/13 AM 11-1 | 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:![]() ![]() ![]() |
07/13 AM 9-11 | The ABCs of Advisory Services*Content Preview
COURSE DESCRIPTIONOver the next decade, the area of ?Advisory Services? has the greatest potential for growth in your practice. Complexities within your clients? financial, estate, and asset protection plans coupled with the ever-changing Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:![]() ![]() ![]() |
07/13 PM 2-4 | 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:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]()
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:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
07/13 PM 4-6 | 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:![]() ![]() ![]() |
07/13 PM 6-8 | The "New" Form 7203 & How to calculate Shareholder Basis*Content Preview
COURSE DESCRIPTIONBeginning with the tax year 2021, Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitation, is required to be filed with each shareholder's Individual Income Tax Return, Form 1040. This new form reports the shareholder's Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
07/13 PM 8-10 | Reasonable Compensation*Content Preview
COURSE DESCRIPTIONThis seminar will focus on attributes of Officer Reasonable Compensation requirements in S & C Corporations. Focusing on court cases as an authority in determining what reasonable compensation should be, who is required to receive Course Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:![]() ![]() ![]() |
07/14 AM 10-2 | 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:![]() ![]() ![]() |
07/14 PM 4-6 | Schedule K-1: What is it & What do I do with it?*Content Preview
COURSE DESCRIPTIONThis seminar will focus on Schedule K-1 that a taxpayer may receive from a pass-through entity, Partnership, Subchapter S Corporation, or an Estate/Trust. It will detail the most common characteristics of Schedule K-1 and how to report Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
07/14 PM 6-8 | Navigating the New Schedules K-2 and K-3*Content Preview
COURSE DESCRIPTIONThis course introduces the new Schedule K-2 and Schedule K-3 that may be required for Partnerships and S Corporation returns. The IRS has provided conflicting guidance regarding the preparation and requirements of this form, this course Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
07/14 PM 8-10 | 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:![]() ![]() ![]() |
07/15 AM 10-1 | 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:![]() |
07/15 PM 1-3 | 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:![]() ![]() ![]() |
07/15 PM 3-4 | CPAs... Who are we?*Content Preview
COURSE DESCRIPTIONIt’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try! During this 1-hour on-demand webinar, we’ll review those common qualities found among us and discuss the 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:![]() |
07/15 PM 5-7 | 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:![]() |
07/15 PM 7-9 | 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:![]() ![]() ![]() |
07/18 AM 10-2 | 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:![]() ![]() ![]() |
07/18 PM 2-3 | 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:![]() |
07/18 PM 4-6 | 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:![]() |
07/18 PM 6-8 | Protecting your Clients Against Identity Theft, Investment Fraud & 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 expenses, 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 sponsorships:![]() ![]() ![]() |
07/18 PM 8-10 | 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:![]() ![]() ![]() |
07/19 AM 11-1 | 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 sponsorships:![]() ![]() ![]() |
07/19 AM 9-11 | International Tax Treaties*Content Preview
COURSE DESCRIPTIONThis course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys, and business/financial advisors who work with and advise businesses that have cross-border Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
07/19 PM 2-4 | 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:![]() ![]() ![]() |
07/19 PM 5-6 |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:![]() ![]() ![]() |
07/19 PM 7-9 | 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:![]() |
07/20 AM 9-2 | 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:![]() |
07/20 PM 2-6 | 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:![]() |
07/20 PM 6-7 | An Introduction to Self-Directed Solo 401(k)s*Content Preview
COURSE DESCRIPTIONThis course is designed for tax professionals who have one-person business owners, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize As your clients’ most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe Learning Objectives:After reading the course material, you will be able to:
Website for Hyperlinking:Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
07/20 PM 7-8 | 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:![]() |
07/20 PM 8-10 | Offer in Compromise: Settle Tax Debts for Less Than What Is Owed*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:![]() ![]() ![]() |
07/21 AM 10-3 | 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:![]() ![]() ![]() |
07/21 PM 3-5 | The Tax Practitioner’s Guide to Estate Administration*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:![]() ![]() ![]() |
07/21 PM 5-7 | 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 sponsorships:![]() ![]() ![]() |
07/21 PM 7-9 | 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 Learning Objectives:By the end of the seminar, the participant will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship's:![]() ![]() ![]() |
07/21 PM 9-10 | 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:![]() |
07/22 AM 10-12 | 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:![]() ![]() ![]() |
07/22 PM 12-2 | 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:![]() ![]() ![]() |
07/22 PM 2-4 | 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:![]() ![]() ![]() |
07/22 PM 5-7 | 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:![]() ![]() ![]() |
07/22 PM 7-9 | 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 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:![]() ![]() ![]() |
07/25 AM 10-1 | 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:![]() |
07/25 PM 1-2 | 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:![]() |
07/25 PM 3-4 | 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:![]() |
07/25 PM 5-7 | 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:![]() ![]() ![]() |
07/25 PM 7-8 | 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:![]() |
07/25 PM 9-10 | Creating Value*Content Preview
COURSE DESCRIPTIONValue!?the holy grail of modern public accounting. However, how do we go from wearing a green visor to becoming our client's most trusted advisor? We?ll discuss ways a CPA and their firm can recalibrate their practice to deliver Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:![]() |
07/26 AM 10-12 | 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:![]() |
07/26 PM 12-2 | 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:![]() ![]() ![]() |
07/26 PM 3-4 | 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:![]() |
07/26 PM 5-6 | 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:![]() ![]() ![]() |
07/26 PM 6-7 | 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:![]()
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: |
07/27 AM 11-1 |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:![]() ![]() ![]() |
07/27 AM 9-11 | The ABCs of Advisory Services*Content Preview
COURSE DESCRIPTIONOver the next decade, the area of ?Advisory Services? has the greatest potential for growth in your practice. Complexities within your clients? financial, estate, and asset protection plans coupled with the ever-changing Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:![]() ![]() ![]() |
07/27 PM 2-4 | 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:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]()
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:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
07/27 PM 4-6 | 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:![]() ![]() ![]() |
07/27 PM 6-8 | The "New" Form 7203 & How to calculate Shareholder Basis*Content Preview
COURSE DESCRIPTIONBeginning with the tax year 2021, Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitation, is required to be filed with each shareholder's Individual Income Tax Return, Form 1040. This new form reports the shareholder's Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
07/27 PM 8-10 | Reasonable Compensation*Content Preview
COURSE DESCRIPTIONThis seminar will focus on attributes of Officer Reasonable Compensation requirements in S & C Corporations. Focusing on court cases as an authority in determining what reasonable compensation should be, who is required to receive Course Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s:![]() ![]() ![]() |
07/28 AM 10-2 | 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:![]() ![]() ![]() |
07/28 PM 4-6 | Schedule K-1: What is it & What do I do with it?*Content Preview
COURSE DESCRIPTIONThis seminar will focus on Schedule K-1 that a taxpayer may receive from a pass-through entity, Partnership, Subchapter S Corporation, or an Estate/Trust. It will detail the most common characteristics of Schedule K-1 and how to report Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
07/28 PM 6-8 | Navigating the New Schedules K-2 and K-3*Content Preview
COURSE DESCRIPTIONThis course introduces the new Schedule K-2 and Schedule K-3 that may be required for Partnerships and S Corporation returns. The IRS has provided conflicting guidance regarding the preparation and requirements of this form, this course Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
07/28 PM 8-10 | 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:![]() ![]() ![]() |
07/29 AM 10-1 | 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:![]() |
07/29 PM 1-3 | 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:![]() ![]() ![]() |
07/29 PM 3-4 | CPAs... Who are we?*Content Preview
COURSE DESCRIPTIONIt’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try! During this 1-hour on-demand webinar, we’ll review those common qualities found among us and discuss the 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:![]() |
07/29 PM 5-7 | 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:![]() |
07/29 PM 7-9 | 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:![]() ![]() ![]() |
August Scheduled Webinars
Click the icon for detailed course description and information.
Courses are listed in the ordered in order in which they are aired
purchases are only good for the day and time course is being aired.
08/01 AM 10-2 | 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:![]() ![]() ![]() |
08/01 PM 2-3 | 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:![]() |
08/01 PM 4-6 | 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:![]() |
08/01 PM 6-8 | Protecting your Clients Against Identity Theft, Investment Fraud & 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 expenses, 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 sponsorships:![]() ![]() ![]() |
08/01 PM 8-10 | 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:![]() ![]() ![]() |
08/02 AM 11-1 | 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 sponsorships:![]() ![]() ![]() |
08/02 AM 9-11 | International Tax Treaties*Content Preview
COURSE DESCRIPTIONThis course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys, and business/financial advisors who work with and advise businesses that have cross-border Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/15 AM 10-2 | 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:![]() ![]() ![]() |
08/15 PM 2-3 | 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:![]() |
08/15 PM 4-6 | 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:![]() |
08/15 PM 6-8 | Protecting your Clients Against Identity Theft, Investment Fraud & 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 expenses, 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 sponsorships:![]() ![]() ![]() |
08/15 PM 8-10 | 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:![]() ![]() ![]() |
08/16 AM 11-1 | 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 sponsorships:![]() ![]() ![]() |
08/16 AM 9-11 | International Tax Treaties*Content Preview
COURSE DESCRIPTIONThis course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys, and business/financial advisors who work with and advise businesses that have cross-border Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
08/29 AM 10-2 | 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:![]() ![]() ![]() |
08/29 PM 2-3 | 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:![]() |
08/29 PM 4-6 | 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:![]() |
08/29 PM 6-8 | Protecting your Clients Against Identity Theft, Investment Fraud & 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 expenses, 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 sponsorships:![]() ![]() ![]() |
08/29 PM 8-10 | 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:![]() ![]() ![]() |
08/30 AM 11-1 | 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 sponsorships:![]() ![]() ![]() |
08/30 AM 9-11 | International Tax Treaties*Content Preview
COURSE DESCRIPTIONThis course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys, and business/financial advisors who work with and advise businesses that have cross-border Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |