CPE Self-Study Audio Courses

Accounting / Auditing Courses

Click the icon for detailed course description and information.

Courses are listed in Alphabetical order


$9.00 each Add to cart

Accounts Payable Best Practices

  • Credits:  1
  • Format: Interactive Self Study Audio-
  • Field of Study: Accounting-
  • Author/Speaker: Mary Schaeffer
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding ofAccountancy
Course ID:MS-114.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

The accounts payable function is changing at a dizzying pace. What worked yesterday may not work today. Given the current economy, mounting regulatory pressures, and the increased visibility and importance of the accounts payable function, best practices are something with which every professional needs to be conversant. Unfortunately, keeping up to speed these days can be like herding cats. While some best practices remain steadfast, others simply no longer work and are being replaced by new practices just now appearing.

The talk will include a discussion of the newest best practice every organization should implement to ensure crooks don't get their hands on money or sensitive information. This is one session you might want to invite your colleagues in accounting, auditing, and payroll to so they implement appropriate best practices and are not bamboozled by some of the newest frauds.

The truth is that companies ignore accounts payable best practices at their peril and the impact is felt on your bottom line. It's that simple—yet some organizations continue to turn a blind eye to the leakage that occurs due to the poor or inefficient processes in their AP operations. Don't be one of them!

Topics include:
  • Why best practices matter
  • Invoice handling
  • Payment processes
  • Vendors and vendor file issues
  • Regulatory issues affecting the payment process
  • Travel and Entertainment
  • Fraud (both internal and external)
Learning Objectives:

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

  • Improve your invoice processing;
  • Implement effective payment technologies;
  • Comply with regulatory issues affecting the payment process;
  • Avoid costly mistakes due to spoofed emails;
  • Create effective expense reporting policies;
  • Avoid costly master vendor file practices; and
  • Deter fraud (both internal and external).
Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

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


$19.00 each Add to cart

Business Combinations and Financial Reporting

  • Credits: 2
  • Format: Interactive Self-Study Audio-
  • Field of Study: Accounting
  • Author: Sam Monastra
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understandingof Accounting
Course ID:SM-108.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

The Business Combinations Topic provides guidance on the accounting and reporting for transactions that represent business combinations to be accounted for under the acquisition method (as described in paragraphs 805-10-05-4).

In addition, the Topic includes Subtopic 805-50, which provides guidance on transactions sometimes associated with business combinations but that do not meet the requirements to be accounted for as business combinations under the acquisition method.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

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


$19.00 each Add to cart

Can I get sued for this? How to avoid Accounting Malpractice

  • Credits: 2
  • Format: Interactive Self-Study Audio-
  • Field of Study: Accounting
  • Author: Allison McLeod

Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding ofAccountancy
Course ID:AM-107.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

This seminar will review situations in which a CPA or accounting professional may have to be in danger of being sued. We will cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants, and insurance personnel.

Learning Objectives:

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

  • Define the elements of negligence, the common law cause of action.
  • Explain what constitutes reasonable practitioner behavior concerning practice standards and common law.
  • Ascertain how to avoid common pitfalls that could lead to the practitioner being sued.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

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



$9.00 each Add to cart

COVID-19 Accounts Payable Action Plan Necessary Tactics after a Crisis

  • Credits:  1
  • Format: Interactive Self Study Audio-
  • Field of Study: Accounting-
  • Author/Speaker: Mary Schaeffer
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding ofAccountancy
Course ID:MS-117.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

AP Now statistics reveal that 85% of all companies had their accounts payable staff working remotely during the coronavirus crisis. For most, the transition from office to remote usually took place over a few short days and was anything but pretty or smooth. With the possibility of returning to the office at some point shortly, organizations need to start planning for that event. Hopefully, weve all learned something from going through this episode. The return to a new normal will require additional efforts around the accounts payable function.

Organizations will need to review what happened while working remotely and plan for the future. The likelihood of this happening again is, unfortunately, high. The next time vendors are not so likely to be understanding about late payments and crooks will be even better situated to take advantage. Every organization needs to prepare.

This session identifies 20 different steps every organization should take concerning its accounts payable function. Its not hard, you just have to do it.

Learning Objectives:

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

  • Identify potential weaknesses that may have facilitated fraud or led to duplicate payments.
  • Pinpoint any responsibilities that may have fallen through the cracks during the crisis.
  • Create new processes for the future so the next time the transition will not be so harsh.
  • Evaluate interim policies that may need to be implemented as the country goes through the reopening process.
  • Start the transition with motivated employees.
Who Should Attend:
  • All Certified Public Accountants (CPAs)

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

$9.00 each Add to cart

Crisis Management Your Accounts Payable Function in Uncertain Times

  • Credits:  1
  • Format: Interactive Self Study Audio-
  • Field of Study: Accounting-
  • Author/Speaker: Mary Schaeffer
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding ofAccountancy
Course ID:MS-118.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

Many organizations take their accounts payable function (along with most others) for granted until suddenly, they cant get an invoice to a critical vendor paid. Or, as many are finding out the hard way, their accounts payable team cant get into the office to pick up all the paper invoices that need to be processed. This has happened for a few days in the past, mainly due to weather-related incidents. But they pass fairly quickly and its easy to play catch up. This time is different and it has highlighted the areas where the current process is not sufficient.

This brand-new session was created by AP Nows founder, Mary Schaeffer, and is based on the real-life experiences of many of her readers, who are accounting and accounts payable professionals as well as interviews with experts. They shared practices that are working, those that are not, and lessons learned.

Learning Objectives:

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

  • Identify areas where your current accounts payable function might need adjustment to deal with a crisis, like a coronavirus.
  • Develop practices that will help handle the masses of paper invoices that many are still receiving.
  • Manage staff and a management team working remotely.
  • Convert many of your vendors to receiving electronic payments instead of paper checks.
  • Create processes for those who must go into the office.
  • Keep up the morale of staff not used to working remotely.
  • Plan for future crisis.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

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


$9.00 each Add to cart

Electronic Payment Fraud Prevention and Detection

  • Credits:  1
  • Format: Interactive Self Study Audio-
  • Field of Study: Auditing
  • Author/Speaker: Mary Schaeffer
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding ofAccountancy
Course ID:MS-113.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

Alas, technology not only helps legitimate businesses become more efficient; it also assists crooks looking to defraud your organization. Getting money out of your organization's bank account is now easier than ever. Just ask the growing number of fraudsters snatching cash from unsuspecting organizations across the country. Unfortunately, every company is at risk, and businesses do not have the same fraud protections as individuals. If you don't report the thefts within 48 hours, you will probably end up eating the losses which can be substantial.

Those who think they're protected because they don't make electronic payments or because they use positive pay are flat out wrong. What's worse, it's not just the big guys who are getting hit. The crooks are also targeting smaller mid-sized companies, municipalities, schools, and not-for-profits.

Avoiding electronic payments (ACH)is not the answer. You are still at risk; this is the fastest-growing payment fraud. But you can protect your company if you take the right steps. Please join us for this 60-fast paced minute session with an industry expert, AP Nows Mary S. Schaeffer. It contains expert advice about all the latest electronic payment frauds.

Topics include:

  • How big a problem electronic fraud is
  • A description of how each of the electronic payment frauds can happen
  • A dialogue of best practices that will prevent each of these frauds
  • A discussion of some bank products that help stop electronic payment fraud
  • An overall discussion of practices every organization should use to protect against payment fraud

Learning Objectives:

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

  • Identify the types of ACH payments;
  • Differentiate between the many different types of ACH payment fraud, including the two fastest-growing types;
  • Navigate around the limited legal protections from your bank;
  • Instruct your bank to use certain products to protect your company; and
  • Implement best payment process practices that affect ACH payments to protect your organization.
Who Should Attend:
  • All Certified Public Accountants (CPAs)

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



Business | Industry

Click the icon for detailed course description and information.

Courses are listed in Alphabetical order


$19.00 each Add to cart

Accountants Wanted

  • Credits:  2
  • Format: Interactive Self Study Audio-
  • Field of Study: -Business Management-
  •  
  • Author/Speaker: Davis Jackson
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Management
Course ID:DJ-105.23-SA
Published Date:Registered for 2023
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). In addition, in response to recent accounting scandals, new Federal legislation restricts the non-auditing services that public accountants can provide to clients.

If an accounting firm audits a clients financial statements, that same firm cannot provide advice on human resources, technology, investment banking, or legal matters, although accountants may still advise on tax issues, such as establishing a tax shelter. This requires the client in most cases to hire two separate firms to handle their annual accounting and financial services needs.

Topics include:
  • This course will review some of the causes and effects of the increasing demand for accountants.
  • We will then review some of the steps that you and your firm can take to retain quality accountants and avoid the risk of accountant turnover within your organizations.

Learning Objectives:

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

  • Recognize the causes of the increased demand for accounting and financial personnel
  • Identify with the effects of the increasing demand
  • List what you can do within your organization to improve your chances of retaining quality accountants

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

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


$9.00 each Add to cart

Creating Value

  • Credits:  1
  • Format: Interactive Self Study Audio-
  • Field of Study: -Business Management-
  • Author/Speaker: Frank Castillo

Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:None
Course ID:FC-105.23-SA
Published Date:Registered for 2023

COURSE DESCRIPTION

Value! the holy grail of modern public accounting. However, how do we go from wearing a green visor to becoming our client's most trusted advisor? Well discuss ways a CPA and their firm can recalibrate their practice to deliver on
client needs and expectations during this session.

Learning Objectives:

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

  • Recall the advantages of a value billing approach.
  • Identify ways CPAs can strengthen their relationships with clients.
  • Recall detailed steps CPAs should take to implement a value-based system for providing clients services.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

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



$19.00 each Add to cart

Disaster Plan Development

  • Credits:  2
  • Format: Interactive Self Study Audio-
  • Field of Study: -Business Management-
  • Author/Speaker: Davis Jackson
Available Formats:<
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Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Business Management
Course ID:DJ-107.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

Ensuring the business continuity, the continuation of critical business operations in the event of an unforeseeable disaster is a chief responsibility of an organizations management team including its financial officer or external CPA. According to Kit Tuveson, chairman of the International Facility Management Association and worldwide facility operations manager for Hewlett-Packard in San Francisco, only 40% of the companies that experience a disastrous event at their place of business will ever open their doors again.

In addition, a study developed by the University of Minnesota found that the average company which was put out of business for as little as four and a half days experienced up to a 50% loss in its capacity to operate.

Many companies believe that because they are small that they are at less risk and are unable to afford the protection that larger companies can afford. However, it is the smaller companies that are at the greatest risk and therefore should be even more inclined than the larger companies because they are more likely to have all their eggs in one basket. For example, the smaller company commonly has only one work location, a limited number of employees, all of their assets stored at one location, etc.

Topics include:
  • This course will introduce you to the process of developing, communicating, and testing a disaster recovery plan to avoid this potential pitfall and ensure the continuation of critical business operations in the case of an unforeseeable event.
  • Throughout this course, the term disaster shall mean any unforeseeable event which has the potential ability to cause an interruption in the normal business operations of an organization. This would include natural disastrous events such as fire, flood, hurricane, earthquake, tornado, etc. in addition to electrical power failure, communication system malfunction, information system crashes, etc.
  • We will begin by taking a look at a mock scenario of a company that experiences a flood during the normal course of a day. This company does not have a disaster plan in place and as a result, experiences a huge loss both financially and emotionally.
  • You will then be introduced to some of the processes and procedures which this mock company and your company or clients can utilize to ensure the continuation of critical business operations in the event of an unforeseeable disaster in order to reduce your financial and emotional risk.
  • This course will then revisit the mock scenario under the assumption that the company did have a disaster plan implemented when the flooding took place and compare the resulting damages imposed by the event.
  • Finally, you will be provided with additional resources that you may choose to utilize when developing your own disaster plans and a glossary of some of the more common disaster recovery terms.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

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



Federal Tax | Tax Planning

Click the icon for detailed course description and information.

Courses are listed in Alphabetical order


$19.00 each Add to cart

Accounting for Income Taxes

  • Credits: 2
  • Format: Interactive Self-Study Audio-
  • Field of Study: Federal Tax Update
  • Author: Sam Monastra
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-U-02130-23-S | 6233-CE-0843 | SM-107.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

Corporations must file an income tax return following the guidelines developed by the IRS. Since GAAP and tax regulations differ in several ways, so frequently do pretax financial income and taxable income. Consequently, the amount that a company reports as a tax expense will vary from the amount of taxes payable to the IRS.

This course covers the basic guidelines companies must follow in reporting income taxes and the disclosure requirement associated with deferred taxes, reviewing some of the concepts and items discussed in ASC 740, Income Taxes.

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

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

$39.00 each Add to cart

Advising the Individual Taxpayer with Complex Tax Affairs

  • Credits: 4
  • Format: Interactive Self-Study Audio-
  • Field of Study: Federal Tax Law
  • Author: Art Werner
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-02131-23-S | 6233-CE-0844 | WR-354.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

This program has the information and sources of authority you need to understand complex transactions and advise your clients about what works and what does not to assure they pay what they owe, but no more, and preserve wealth for families.

Highlights include:
  • Be prepared to discuss popular tax shelters, explaining why one works and another does not. In addition to COVID 19 compliance, and understanding phase-in, phase-out limitations on high-income individuals, some planning ideas. What are some safe tax shelters often overlooked?
  • Taking advantage of various opportunities for income tax deferral
  • Income splitting
  • Section 1202 Stock
  • Cash gifts to Uniform Gift to Minors accounts
  • Qualifying children for IRA accounts
  • Building cash values in Life Insurance policies
  • GRITS, GRATS, and CRUTS and why they are not popular right now
Learning Objectives:

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

  • Identify various income deferral and wealth sharing techniques for taxpayers with excess cash flow or property likely to appreciate. Overview of Qualified plans, explanation of Section 1202 stock, Qualified Opportunity Zones, income tax credits need for and use of qualified appraisals, reporting wealth transfers, understanding the basics of cash value accumulation in Life Insurance, IRA opportunities, etc.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

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


$9.00 each Add to cart

All New Basis Consistency Regulations and IRS Form 8971

  • Credits:  1
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Law
  • Author/Speaker: Bradley Burnett
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-01862-22-S | 6233-CE-0576 | BB-201.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

To enlighten as to how Congress has mandated basis consistency in a broad variety of contexts, including how the 3-year period of limitations for tax assessment is extended to 6 years, as well as the basis of assets inherited by beneficiaries. To explore the timing and detail of the new IRS Form 8971 and the devastating consequences of failure to comply with the vast array of Congress, Treasury, and IRSs new rules.

Topics include:

  • Highway Funding Bill Basis Mania
  • 6501 Extension of 6 Year Statute of Limitations to Basis Overstatements
  • New IRC 1014(f) Basis Consistency Requirement
  • New IRC 6035 Basis Reporting to IRS and Heirs
  • Congress Blocks the Trick Play
  • Treasury Response Proposed and Temp Regs
  • Form 8971
  • Basis Consistency - Penalties for Non-Compliance
  • Zero Basis Rule
  • Later Adjustments to Value
  • Subsequent Transfers
  • Consistent Basis and Form 8971 Future Outlook

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$9.00 each Add to cart

An Introduction to Self-Directed Solo 401(k)s

  • Credits:  1
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Law
  • Author/Speaker: Whitney Nash
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Self Directed 401(k)s
Course ID:EWTFM-T-01863-22-S | 6233-CE-0577 | WN-201.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

This 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
when a client might benefit from adopting a plan, gain solid background knowledge to answer clients’ most common questions, and learn about important information regarding applicable tax implications and filing requirements.

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
one of the best, cost-effective, and tax-efficient optimization strategies available for them.

Learning Objectives:

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

  • Gain an understanding of the Self-Directed Solo 401(k)’s eligibility requirements, contribution limits, investment options, features, and provisions.
  • Discover tax-planning opportunities that can help your clients have a tax-efficient and compliant savings strategy for today and in retirement.
  • Learn the pitfalls that could result in adverse tax consequences and penalties.
  • Obtain important tax filing information and learn about the reporting requirements for the plan.

Website for Hyperlinking:

www.nashionalsd.com


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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$49.00 each Add to cart

Behavioral Ethics An Overview for All Accountants

  • Credits:  2
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Ethics
  • Author/Speaker: Davis Jackson
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understandingof Ethics
Course ID:EWTFM-E-01914-22-S | 6233-CE-0624 |DJ-120.23-SA
Published Date:Registered for 2023
***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 DESCRIPTION

In 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:

  • Recognize the meaning of ethics.
  • Identify steps that you can take to resolve ethical dilemmas.
  • Identify the core values of the CPA profession (integrity, objectivity, and independence).

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

Buying Selling or Gifting a Business Creatively

  • Credits: 2
  • Format: Interactive Self-Study Audio-
  • Field of Study: Federal Tax Update
  • Author: Art Werner
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-U-02134-23-S | 6233-CE-0847 | WR-364.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

In addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on development; This course explores the entrance and exit strategies available to business owners of many unique business planning tools.

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

Children of All Ages Comprehensive Planning Techniques

  • Credits:  2
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Update
  • Author/Speaker: Shelli Huston
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-U-01865-22-S | SH-210.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

What qualifies a child for the tax credit, education credit, earned income credit? This being a fairly easy question, isn't always easy to answer. Just because they live with you doesn't mean they qualify. Now we have to look at many factors such as age, school, are the parents married or divorced, who is supporting them, are they claiming themselves, emancipated. During this course, we will look at what qualifies a child under the new TCJA and how it will impact your tax return.

Topics include:

  • Who are the children of today?
  • Form 8332
  • Definition of a Qualified Child
  • Support Test
  • Credits
  • Kiddie Tax
  • Gift Tax
  • Working Children
  • Retirement for a Child
  • Health Insurance

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

COVID-Related Tax Relief Act of 2021

  • Credits:  2
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Update
  • Author/Speaker: Mary Jane Hourani
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-U-01866-22-S | 6233-CE-0580 | MJH-423.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

This 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:
  • Loans and Grants
  • PPP Loan Forgiveness
  • Taxation of Loans and Grants
  • Expense Restrictions of PPP Loans Forgiveness
  • Casualty Loss Update

Learning Objectives:

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

  • Review the funding options provided under the CARES Act
  • Differentiate between the loans and grants
  • Discuss the loan forgiveness process
  • Determine the taxation of loans and grants
  • Understand the restrictions on expenses of the loans and the impact on Partner/Shareholder Basis
  • Discuss changes to Employee Retention Credit under the COVID-related Tax Relief Act of 2020
  • Review changes in Casualty Loss Rules

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$9.00 each Add to cart

Currently Not Collectible

  • Credits:  1
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Update
  • Author/Speaker: Charles Montecino
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-U-01869-22-S | 6233-CE-0583 | CM-201.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

There are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses, they may place the account in Currently Not Collectible status. In this course, were going to learn what currently not collectible (CNC) means, who is eligible, and what the process is to get this status.

Topics include:

  • Who is Eligible
  • What is the Process
  • Documents to Submit
  • Completed Sample Forms
  • What Happens Next

Learning Objectives:

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

  • Determine Eligibility.
  • Identify forms required for submission.
  • Familiarize yourself with the different forms used in filing.
  • Provide sound advice to your clients and set expectations.

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

Employee Retention Credit (ERC)

  • Credits:  2
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Update
  • Author/Speaker: MaryJane Hourani
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-U-01870-22-S | 6233-CE-0584 | MJH-427.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

The seminar will discuss the Employee Retention Credit. It will focus on provisions set forth by The CARES Act of 2020, The Taxpayer Certainty and Disaster Relief Act 2020, The COVID-Related Tax Relieve Act of 2020, and The American Rescue Plan Act of 2021. The course hopes to be a practical guide to interpreting the above Acts and guidance in IRS Notice 2021-20 and IRS Notice 2021-23.

Learning Objectives:

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

  • Identify who is a Qualified Employer.
  • Identify who are Qualified Employees.
  • Discuss the qualifying factors of the Employee Retention Credit.
  • Analyze the different parameters of each Act.
  • Describe the procedures for claiming the Employee Retention Credit.
  • Describe how to amend payroll tax returns to claim the Employee Retention Credit.

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

Estate, Gift, and Income Tax Planning for Real Estate

  • Credits: 2
  • Format: Interactive Self-Study Audio-
  • Field of Study: Specialized Knowledge
  • Author: Art Werner

Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Estate Taxes
Course ID:EWTFM-U-02160-23-S | 6233-CE-0876 | WR-377.23-SA
Published Date:Registered for 2023

COURSE DESCRIPTION

In times of economic and tax uncertainty, real estate ownership can create frustrations and concerns for your client. The purpose of this course is to assist the practitioner in understanding the complexities that a client faces with regard to real estate ownership, prospective real estate ownership, and the tax issues surrounding their real estate holding and prospective holdings.

Topics include:
  • Real estate as a part of a client's divinified portfolio of investments
  • Understanding the differences revolving around personal real estate vs. investment real estate
  • Understanding valuation issues
  • Understanding titling issues
  • Individual deduction issues, including the interest limitation
  • Business deduction issues
  • At-risk limitations
  • Passive activity rules update
  • How the IRC Section 199A deduction applies to real estate investments
  • Depreciation issues
  • Estate and Gift planning techniques for real estate
  • Proper use of trusts in real estate holdings

Learning Objectives:

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

  • To discuss with the practitioner an understanding of the income, estate, and gift tax issues of various circumstances that a client classifies as bad situations in this COVID-19 environment revolving around a client's real estate (and prospective real estate) holding.

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

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

$9.00 each Add to cart

Everything that you Need to Know About Portability

  • Credits: 2
  • Format: Interactive Self-Study Audio-
  • Field of Study: -Specialized knowledge-
  • Author: Art Werner

Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Estate Taxes
Course ID:WR-376.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

This course helps the practitioner understand how to make the portability election and how it can provide overall tax benefits to surviving spouses and beneficiaries of estates that fall below the federal estate exclusion amount. We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, and compare the benefits of electing portability to conventional credit shelter trust planning.

Topics include:
  • Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election
  • How to calculate the DSUE amount
  • Making the portability election
  • Who can and cannot elect portability
  • Review the requirements for completing form 706 when electing portability
  • Making a late election and IRS Section 9100 relief
  • How to opt-out of the election and hazards of not making the election for the client and practitioner
  • Determining thelast deceased spouse for making the election
  • IRS examination issues when making the election
  • Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes
  • Use of QTIPs and QDOTs
  • A look at state death tax issues

Learning Objectives:

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

  • Discuss options that can be presented to a client so they can decide whether to make the portability election and the mechanics and process of filing form 706 to elect or out-out of electing portability.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

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



$39.00 each Add to cart

Form 1041 Everything You Never Wanted to Know

  • Credits: 4
  • Format: Interactive Self-Study Audio-
  • Field of Study: Federal Tax Law
  • Author: Art Werner
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-02140-23-S | 6233-CE-0854 | WR-352.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

Certain entities are created for planning purposes. These entities are separate and apart from individuals or businesses. This course deals with both the planning issues for client needs (estate, financial, and asset protection) as well as the basics of fiduciary income tax compliance.

Chapters include:
  • Introduction and Definitions
  • The Basics of Compliance
  • Subchapter J of the internal revenue code
  • Compliance
  • Advanced Issues
Learning Objectives:

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

  • Define Estate for state purposes
  • Define Estate for Federal Purposes
  • Define Probate
  • Define Executor
  • Define Trusts
  • State when to file form 1040
  • State the tax considerations in trusts
  • Identify the 1041 Tax rate schedule
  • Identify the benefits of an 645 Election
  • State the charitable issues
  • Determine the Mechanical calculation of DNI

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

Fundamentals of Income Taxation

  • Credits: 2
  • Format: Interactive Self-Study Audio-
  • Field of Study: Federal Tax Law
  • Author: Allison McLeod
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-02105-23-S | 6233-CE-0819 | AM-108.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal for CPAs, CFPs, EAs, and other tax preparers.

Learning Objectives:

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

  • Identify how the federal income tax differs from other types of federal taxes.
  • Determine the steps in computing a taxpayer's federal income tax liability.
  • Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," qualifying child,tax credits,filing status, and kiddie tax.
  • Recognize how an individual's standard deduction is determined.
  • Explain differences in the tax for ordinary income, capital gains, and qualified dividend income.
  • Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
  • Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return.

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

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

$49.00 each Add to cart

Individual Tax (The Basics)

  • Credits:  5
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Update
  • Author/Speaker: Mary Jane Hourani
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding Taxes
Course ID:EWTFM-U-02141-23-S | 6233-CE-0855 | MJH-425.23-SA
Published Date:Registered for 2023

COURSE DESCRIPTION

This 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:

  • Determine Preparer Rules and Responsibilities
  • Be familiar with tax-specific terminology.
  • Establish a taxpayers filing requirements and status.
  • Determine who is eligible to be claimed as a dependent.
  • Recognize and report different types of income and adjustments to income.
  • Understand legislation passed in response to the COVID-19 Pandemic affecting taxpayers.
  • Compare itemized deductions and the standard deduction.
  • Describe several nonrefundable and refundable income tax credits.
  • Determine documents required for EITC Due Diligence.
  • Understand Confidentiality, Privacy, and Disclosure Policies.

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

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

choose options

Information Security Basic Safeguards for Practitioners

  • Credits: 1
  • Format: Interactive Self-Study Audio-
  • Field of Study: Federal Tax Law
  • Author: Andrew Clark

Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Security
Course ID:EWTFM-T-02009-22-S | 6233-CE-0738 | AC-964.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

All 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 clients 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:

  • Define identity theft and identify how identity theft happens
  • Recognize how CPAs and Tax Professionals are being targeted by cybercriminals
  • Recognize the importance of encrypting client data
  • Identify the importance of creating internal controls and a security plan to protect client data
  • Recognize the actions that must be taken in the event of a breach of sensitive client identity data

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

International Cross-Border Transactions

  • Credits: 2
  • Format: Interactive Self-Study Audio-
  • Field of Study: Federal Tax Law
  • Author: Allison McLeod
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of International Transactions
Course ID:EWTFM-T-02142-23-S | 6233-CE-0856 | AM-106.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

Please join us for an introductory course in international cross-border transactions. We will discuss typical situations in which a cross-border transaction arises, and how a taxpayer can utilize the rules to potentially decrease an entity's effective tax rate. Other issues, such as documentation and IRS audit risk will also be covered. These rules will be illustrated by a hypothetical US-Canada transaction.

Learning Objectives:

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

  • Identify a cross-border transaction and be able to discuss potential implications.
  • Determine potential audit risks involved with cross-border transactions.
  • Explain the role of a competent authority, advanced pricing agreements, and other alternative methods in reducing audit risk.
  • Understand the types of contemporaneous documentation needed.
  • Apply these principles to decrease an entitys effective tax rate.

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

International Tax Treaties

  • Credits: 2
  • Format: Interactive Self-Study Audio-
  • Field of Study: Federal Tax Law
  • Author: Allison McLeod
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of International Tax
Course ID:EWTFM-T-02147-23-S | 6233-CE-0860 | AM-105.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

This course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations.

This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys, and business/financial advisors who work with and advise businesses that have cross-border operations and issues. All in-house and public practice professionals involved with international tax compliance and planning will benefit from this timely and insightful seminar.

Learning Objectives:

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

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

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

Navigating the New Schedules K-2 and K-3

  • Credits:  2
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Law
  • Author/Speaker: Mary Jane Hourani
Available Formats:
Advanced Preparation:None
Experience Level:Basic | Intermediate
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-01941-22-S | 6233-CE-0704 | MJH-430.A-22
Published Date:Registered for 2023
COURSE DESCRIPTION

This course introduces the new Schedule K-2 and Schedule K-3 that may be required for Partnerships and S Corporation returns. The IRS has provided conflicting guidance regarding the preparation and requirements of this form, this course hopes to clarify the filing requirements with updated guidance. Additionally, this course will discuss all eleven (11) parts of the form.

Learning Objectives:

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

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

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

Offer in Compromise Settle Tax Debts for Less Than What Is Owed

  • Credits:  2
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Update
  • Author/Speaker: Charles Montecino
Course ID:Advanced Preparation:Experience Level:
EWTFM-U-01882-22-S | 6233-CE-0597NoneOverview
Published Date:Program Prerequisites:Other Course Formats:
Registered for 2023Basic Understanding of TaxationSelf Study Video-- | OnDemand Webinar | Live Webinar
COURSE DESCRIPTION

The Offer in Compromise program is available to taxpayers that have a tax debt so large that they could never pay it. In many cases, they go off the grid. They take jobs that pay in cash, work as subcontractors, and dont have a bank account. By not workingon the books the IRS cant garnish their paycheck or levy their self-employed income. If they have a regular job they leave and find another one as soon as the IRS garnishes their paycheck.

By not having a bank account the IRS cant levy their bank accounts. In many instances, they also have no assets in their name that could have a Federal Tax Lien filed against it. Through this program, they can come clean and settle their tax debts, reestablish their credit, and get the trauma out of their life.

Topics include:
  • Effective Tax Administration
  • Doubt as to Liability
  • Doubt as to Collectability

Learning Objectives:

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

  • Identify the three types of offers.
  • Determine which offer best serves your client.
  • Familiarize yourself with the different forms used in filing.

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Return Preparers (TRPs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
NASBA
IRS
CTEC
$19.00 each Add to cart

Overview of Schedule C

  • Credits:  2
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Law
  • Author/Speaker: Allison McLeod
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Taxes
Course ID:EWTFM-U-01882-22-S | 6233-CE-0598 | AM-109.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

Many 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
is ideal for CPAs, EAs, or other tax professionals.

INCLUDES UPDATES FROM THE TCTDR ACT (PASSED 12/27/2020)

Learning Objectives:

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

  • Identify the appropriate taxpayers who should be filing Schedule C.
  • Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
  • Develop a working knowledge of related issues, such as reporting the deduction of self-employed health insurance, employment taxes, home office deductions, and proper reporting of employee/independent contractor salaries and retirement
    contributions.
  • Discuss types of typical deductions, such as advertising, utilities, supplies, etc.
  • Determine the methods of deducting the cost of a company car.
  • Be able to apply the rules, such as Section 179 or bonus depreciation, which permit the immediate expensing of some or all of the cost of certain assets.


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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

Post Mortem Estate Planning Primer

  • Credits: 2
  • Format: Interactive Self-Study Audio-
  • Field of Study: Federal Tax Law
  • Author: Art Werner

Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-02119-23-S | 6233-CE-0832 | WR-365.23-SA
Published Date:Registered for 2023
COURSE DESCRIPTION

People die every year, but 2020 saw a lot of unexpected death. COVID-19 was devastating to several families, how prepared were you? How prepared were your clients? At the time of loss, things can become very chaotic for the spouse, the family, and the finances. Planning at this point is too late, other than funeral arrangements. Your clients will be less focused during times of loss and grieving and may want to push things off for later.

This is where you can provide that stability to your clients and remove the confusion. Having a plan for the inevitable is good business, and can generate business for you. This course will cover the planning process that every CPA should be discussing with their clients now. Not Later.

Learning Objectives:

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

  • Identify Post Mortem Opportunities on the Final Form 1040
  • Identify Post Mortem Opportunities on the Estate Income Tax Returns Form 1041
  • Define Executor responsibility
  • Prepare Post Mortem Estate Tax Elections Form 706
  • Understand the reasoning for using Alternate Evaluation Dates
  • Define the requirements for Qualified Terminable Interest Property (QTIP)
  • Define the requirements for Qualified Domestic Trust (QDOT) Election
  • Identify the rules for Resident Alien Spouses
  • Define Special Use Valuation [IRC 2032(A)]
  • State the purpose and use of Portability Election [IRC 2010(c)]

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

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$19.00 each Add to cart

Qualified Plans, IRAs, and Related Issues

  • Credits: 2
  • Format: Interactive Self-Study Audio
  • Field of Study: Federal Tax Law
  • Author: Art Werner | Anthony Rocca
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:Basic Understanding of Taxation, Financial Planning, and Estate Planning
Course ID:EWTFM-T-02150-23-S | 6233-CE-0863 | WR-368.22-SA
Published Date:© July 2021
COURSE DESCRIPTION

It 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
as develop strategies so that your client can successfully deal with these potential changes in the law. This course provides the practitioner with ideas to help a client “roll with the punches”!

Topics include:
  • Income shifting strategies
  • Installment sale strategies
  • Proper use of an ESBT
  • Proper use of a QSST
  • Strategy changes using a Charitable Remainder Trust
  • Strategy changes using a Charitable Lead Trust
  • Strategy changes using a Family Limited Partnership
  • Qualified Small Business Trust issues
  • Portability issues
  • GST issues
  • Strategy changes using a GRAT
  • Strategy changes using an Intentionally Defective Grantor Trust (IDGT)
  • Strategy changes using a Domestic Asset Protection Trust

Learning Objectives:

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

  • At the end of this course, the student will be able to both understand potential tax law changes and be able to assist a client in creating successful strategies to deal with such potential changes

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

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

$19.00 each Add to cart

Reasonable Compensation

  • Credits:  2
  • Format: Interactive Self Study Audio-
  • Field of Study: Federal Tax Law
  • Author/Speaker: Mary Jane Hourani
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding Taxes
Course ID:EWTFM-T-01888-22-S | 6233-CE-0601 | MJH-426.23-SA
Published Date:Registered for 2023

COURSE DESCRIPTION

This seminar will focus on attributes of Officer Reasonable Compensation requirements in S & C Corporations. Focusing on court cases as an authority in determining what reasonable compensation should be, who is required to receive it, as well as other facts and circumstances to advise taxpayers accordingly. This seminar will also look at strategies practitioners may use when representing taxpayers before the Internal Revenue Service to defend the Officer's Reasonable Compensation amount taken in any given year.

Course Objectives:

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

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

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

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

$39.00 each Add to cart

S Corporations Overview

  • Credits: 4
  • Format: Interactive Self-Study Audio
  • Field of Study: Federal Tax Law
  • Author: Mary Jane Hourani

Available Formats:
Advanced Preparation:None
Experience Level:Basic 
Program Prerequisites:General Understanding of Taxes
Course ID:EWTFM-T-02202-23-S | 6233-CE-0915 | MJH-431.23-SA
Published Date:Aired Date: 2/2023 | Registered for 2023
COURSE DESCRIPTION

This course is an overview of an S Corporation's most common aspects and tax implications. Electing Subchapter S status and reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation
to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be addressed, including accountable plans, taxable fringe benefits, officer reasonable compensation, and audit strategies.
Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well.

    Learning Objectives:

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

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

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

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $19.00 each Add to cart

    Schedule K-1 What is it and what do I do with it?

    • Credits:  2
    • Format: Interactive Self Study Audio-
    • Field of Study: Federal Tax Law
    • Author/Speaker: Mary Jane Hourani
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Taxation
    Course ID:EWTFM-T-01889-22-S | 6233-CE-0604 | MJH-428.23-SA
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    This Video- will focus on Schedule K-1 that a taxpayer may receive from a pass-through entity, Partnership, Subchapter S Corporation, or an Estate/Trust. It will detail the most common characteristics of Schedule K-1 and how to report them on the Individual Income Tax Form 1040. QBI, Qualified Business Income Deduction, will be covered along with the reporting criteria. Discussion of relevant basis and loss limitations will also be addressed in this seminar as well.

    Learning Objectives:

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

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

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

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $29.00 each Add to cart

    Secure Act 2.0 Everything That You Need To Know

    • Credits: 3
    • Format: Interactive Self-Study Audio
    • Field of Study: Federal Tax Update
    • Author: Arthur Werner

    Available Formats:
    Advanced Preparation:None
    Experience Level:Update
    Program Prerequisites:NONE
    Course ID:EWTFM-U-02199-23-S | 6233-CE-0912 | WR-382.23-SA
    Published Date:Aired Date: 1/2023 | Registered for 2023
    COURSE DESCRIPTION

    Congress was EXTREMELY busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019. There are over 50 tax-related
    provisions within SECURE 2.0 that an advisor needs to be able to master. This course will provide the participant with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’
    retirement planning needs.

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

    Objective:

    To provide the participant with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs.

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $29.00 each Add to cart

      Tax Cuts and Jobs Act Business Tax Reform

      • Credits: 3
      • Format: Interactive Self-Study Audio
      • Field of Study: Federal Tax Law
      • Author: Andrew Clark
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-U-02144-23-S | 6233-CE-0864 | AC-965.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      The Tax Cuts and Jobs Act dramatically changed the U.S. Tax Code starting in the 2018 tax year.

      Topics include:
      • 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.

      Learning Objectives:

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

      • Review the Business Tax Reform provisions and identify the provisions that have been changed, and the provisions that were not changed, with the implementation of the Tax Cuts and Jobs Act.
      • Identify the new modified corporate tax rates for tax years beginning December 31, 2017.
      • Recognize the new charitable contribution rules that apply to corporations.
      • Identify the effective date for all provisions in the Business Tax Reform section of the Tax Cuts and Jobs Act.

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $29.00 each Add to cart

      Tax Cuts and Jobs Act Individual Tax Reform

      • Credits: 3
      • Format: Interactive Self-Study Audio
      • Field of Study: Federal Tax Law
      • Author: Andrew Clark
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-T-02152-23-S | 6233-CE-0865 | AC-966.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      The Tax Cuts and Jobs Act dramatically changed the U.S. Tax Code starting in the 2018 tax year.

      Topics include:
      • 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.

      Learning Objectives:

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

      • Review the Business Tax Reform provisions and identify the provisions that have been changed, and the provisions that were not changed, with the implementation of the Tax Cuts and Jobs Act.
      • Identify the new modified corporate tax rates for tax years beginning December 31, 2017.
      • Recognize the new charitable contribution rules that apply to corporations.
      • Identify the effective date for all provisions in the Business Tax Reform section of the Tax Cuts and Jobs Act.

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $29.00 each Add to cart

      Tax Implications of Cryptocurrency

      • Credits: 2
      • Format: Interactive Self-Study Audio
      • Field of Study: Federal Tax Law
      • Author: Allison McLeod
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:Basic Understanding of Taxation
      Course ID:EWTFM-T-02153-23-S | 6233-CE-0866 | AM-104.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This course presents an overview of blockchain and the tax implication of cryptocurrency transactions. The IRS has provided some recent guidance, but potentially conflicting pronouncements by other regulatory agencies have created uncertainty on reporting issues. This course will help the practitioner understand when a taxable transaction has occurred, what reports to file to satisfy IRS requirements, and identify tax traps for the unwary.

      Topics include:
      • Blockchain basics
      • Classification of cryptocurrency
      • IRS Notice 2014-12
      • Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency
      • Gift tax rules for donating, gifting, or bequeathing cryptocurrency
      • Traps for the unwary

      Learning Objectives:

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

      • Discuss what constitutes blockchain and the various types of cryptocurrency it supports.
      • Determine whether a cryptocurrency transaction creates a taxable event.
      • Be able to identify the IRS forms needed to report cryptocurrency transactions.
      • Develop a working knowledge of possible reports due to other regulatory agencies.
      • Discuss the traps that cryptocurrency traders can encounter which could unexpectedly increase the traders tax liability.
      • Become knowledgeable of current enforcement actions employed by the IRS.
      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Other Tax Return Preparer (OTRP)

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

      $19.00 each Add to cart

      Tax Planning Using Like-Kind Exchange Transactions Under Sec.1031

      • Credits: 2
      • Format: Interactive Self-Study Audio
      • Field of Study: Federal Tax Update
      • Author: Allison McLeod

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Taxes
      Course ID:EWTFM-U-02070-23-S | 6233-CE-0784 | AM-122.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal shelters available to those buying and selling real property. We will be covering the basic structure of an LKE, and ways a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. This course is ideal for CPAs, EAs, lawyers, real estate professionals, accountants, or other tax professionals.

      Learning Objectives:

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

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

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Tax Return Preparers (TRPs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      Tax Procedure

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Law
      • Author: Allison Mcleod

      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Taxes
      Course ID:EWTFM-T-02154-23-S | 6233-CE-0867 | AM-115.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This seminar will introduce the process from filing a tax return to the IRS audit, IRS Appeals, Collections, and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories from the trenches. This course is ideal for CPAs, EAs, or other tax professionals.

      Learning Objectives:

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

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

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      Taxation of the Cannabis Industry

      • Credits:  2
      • Format: Interactive Self Study Audio-
      • Field of Study: Federal Tax Law
      • Author/Speaker: Mary Jane Hourani
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-T-01897-22-S | 6233-CE-0610 | MJH-420.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This course will discuss the taxation of Medical and Recreational Marijuana as well as Industrial Hemp. We will look at the limitations imposed by I.R.C. 280E and navigate through the Cost of Goods, cost allocations, and inventory. Also discussed will be relevant Federal Case Law and some new legislative efforts affecting the industry.

      Topics include:
      • Historical view of U.S. Taxation
      • Distinguish between Industrial Hemp and Marijuana
      • Review Income as defined by the I.R.C.
      • Apply restrictions and limitations of 280E
      • Examine the state marijuana laws
      • Discuss the challenges of cash-intensive business
      • Analyze Federal Court Cases

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      TCJA Series How State Lines Impact Estate, Tax, and Financial Planning

      • Credits: 1
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Update
      • Author: Art Werner
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-U-02155-23-S | 6233-CE-0868 | WR-335.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      The TCJA of 2017 has impacted how we plan and execute our Estate, Tax, and Financial Planning to include how the state looks at it. During this course we will review different aspects of our planning to include:

      Topics include:
      • Gift Tax
      • Inheritance Tax
      • Estate Tax
      • Generation-Skipping Transfer Tax
      • Conflicts between states
      • Last Will and Testament
      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $9.00 each Add to cart

      TCJA Series Understanding the New Pass Through Entity Rules

      • Credits: 1
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Update
      • Author: Art Werner
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-U-02156-23-S | 6233-CE-0869 | WR-337.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      The Tax Cuts and Jobs Act of 2017 contain significant legislation regarding business taxation, unlike the individual income tax changes made by the Act, these changes are permanent.

      During this audio course, we will discuss these changes and the effect on businesses.

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      The ABCs of Advisory Services

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Law
      • Author: Art Werner

      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding
      Course ID:EWTFM-T-02146-23-S | 6233-CE-0859 | WR-373.23-SA
      Published Date:© November 2021
      COURSE DESCRIPTION

      Over 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
      Revenue Code have created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a
      variety of necessary issues and techniques.

      Topics include:
      • Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning)
      • Changes in the landscape of a tax practitioner’s practice
      • The bridging of services
      • Getting started – Where do your clients fail?
      • Understanding the primary planning issues for all clients
      • Estate and Gift issues
      • Traps, pitfalls, and tips for planning
      • Practical steps in establishing a tax advisory and wealth management services practice
      • Domicile issues

      Learning Objectives:

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

      • To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      The American Rescue Plan Act of 2021

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Update
      • Author: Art Werner
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-U-02157-23-S | 6233-CE-0870 | WR-362.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      On 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:
      • An understanding of the tax law changes made by the American Rescue Plan Act of 2021.
      • An understanding of the stimulus and relief issues made by the American Rescue Plan Act of 2021.

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $39.00 each Add to cart

      The Complete Guide to New York Death Taxation

      • Credits: 4
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Law
      • Author: Art Werner
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-T-02164-23-S | 6233-CE-0877 | WR-379.23-SA
      Published Date:September 2022

      COURSE DESCRIPTION

      Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the New York Estate Tax Return.

      Objective:
      • To learn how to properly prepare the New York Estate Tax Return

      Learning Objectives:

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

      • New York death taxation – The law
      • How to prepare the New York Estate Tax Return
      • Various postmortem estate planning issues involved in the preparation of the New York Estate Tax Return
      • Coordination with the Federal Estate Tax Return (Form 706)
      • Coordination with estate administration issues
      • Probate issues
      • Non-probate issues
      • Valuation issues
      • Joint tenancy issues

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $39.00 each Add to cart

      The Complete Guide to Oregon and Washington Death Taxation

      • Credits: 4
      • Format: Interactive Self-Study Audio
      • Field of Study: Federal Tax Law
      • Author: Arthur Werner

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-T-02165-23-S | 6233-CE-0878 | WR-380.23-SA
      Published Date:Aired Date: 9/2022 | Registered for 2023
      COURSE DESCRIPTION

      Tax compliance issues at death sometimes confuse practitioners because many lack experience in this area. This course provides a practical understanding of the issues in preparing Washington and Oregon Estate Tax returns.

      Topics include:
      • Vermont death taxation – The law
      • How to prepare the Washington and Oregon Estate Tax Return
      • Various postmortem estate planning issues involved in the preparation of the Washington and Oregon Tax Return
      • Coordination with the Federal Estate Tax Return (Form 706)
      • Coordination with estate administration issues
      • Probate issues
      • Non-probate issues
      • Valuation issues
      • Joint tenancy issues

      Learning Objectives:

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

      • Prepare the Washington Estate Tax Return.
      • Prepare the Oregon Estate Tax Return.
      • Identify unique differences in the Oregon and Washington Estate Tax Returns.
      • Complete form 706.
      • Identify probate Issues.
      • Identify Non-Probate Issues.
      • List the Valuation Issues.

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      The Essentials of Fringe Benefits Planning

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Law
      • Author: Art Werner
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding Taxes
      Course ID:EWTFM-T-02071-23-S | 6233-CE-0785 | WR-366.23-SA
      Published Date:Registered for 2023

      COURSE DESCRIPTION

      Due to changes in both the economy and the Internal Revenue Code, fringe benefit planning has become one of the most important areas of planning for your clients business and personal needs. There are a variety of tools and techniques to meet a clients fringe benefit planning objectives.

      This course looks at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      The New Form 7203 and How to calculate Shareholder Basis

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Law
      • Author: Mary Jane Hourani
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-T-02125-23-S | 6233-CE-0838 | MJH-499.23-SA
      Published Date:Registered for 2023

      COURSE DESCRIPTION

      Beginning with the tax year 2021, Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitation, may be required to be filed with each shareholder's Individual Income Tax Return, Form 1040. This new form reports the shareholder's outside basis as well as debt basis so as to apply any loss limitations under I.R.C. 461 as well as at-risk limitations properly. This course will look at the mechanics of preparing the new Form 7203. Also discussed will be strategies of how to reconstruct shareholder basis when it has not been done in the past.

      Learning Objectives:

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

      • Introduce Form 7203
      • Learn how to complete Form 7203
      • Discuss strategies to reconstruct Shareholder Basis
      • Review loss limitations of 461
      • Review at-risk rules and limitations

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $9.00 each Add to cart

      The Nuts and Bolts of IRC Section 1031 Exchanges

      • Credits:  1
      • Format: Interactive Self Study Audio-
      • Field of Study: Federal Tax Update
      • Author/Speaker: Shelli Huston
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-U-02138-23-S | 6233-CE-0852 | SH-208.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This course will break down the Section 1031 Exchange for the Internal Revenue code.

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      The Tax Aspects of Cryptocurrency

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Law
      • Author: Art Werner
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-T-02117-23-S | 6233-CE-0830 | WR-372.23-SA
      Published Date:Registered for 2023

      COURSE DESCRIPTION

      Cryptocurrency can be a very confusing issue for a client in both compliance and planning. This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a Federal compliance standpoint.

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

      Learning Objectives:

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

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

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

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

      $19.00 each Add to cart

      The Tax Practitioners Guide to Estate Administrations

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Law
      • Author: Art Werner
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:Basic Understanding of Taxation
      Course ID:EWTFM-T-02093-23-S | 6233-CE-0806 | WR-367.23-SA
      Published Date: Oct 2021
      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
      until the probate assets can be distributed to the individuals or entities having a beneficial interest therein For Federal purposes, it is the total of all assets owned or controlled by a decedent valued at their highest and best
      use (IRC "2031") Internal Revenue Code (Gross Estate) IRC "2033" includes in the gross estate all probate assets IRC "2034 " 2044 includes in the gross estate all non-probate assets "2034" Dower and courtesy rights "2035" Transfers
      in contemplation of death (3-year rule) "2036" Gratuitous transfers with a retained right to income or control of beneficial enjoyment "2037" Gratuitous transfers conditioned on surviving the decedent "2038" Gratuitous transfers
      with retained right to revoke "2039" - Annuities "2040" Jointly held property with the right of survivorship Between spouses Between non-spouses "2041" General Powers of Appointment "2042" Life Insurance the death benefit in which
      the decedent is insured and possesses an incidence of ownership "2044" Assets in a trust with respect to which a QTIP election was made by the estate of a prior spouse.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Tax Return Preparers (TRPs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      Understanding IRAs and Qualified Retirement Plans After the Secure Act

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Law
      • Author: Art Werner
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of IRA's
      Course ID:EWTFM-T-02118-23-S | 6233-CE-0831 | WR-355.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This is not a class on what is an IRA. As a CPA, Enrolled Agent, Attorney, or tax preparer you already know what an IRA is. Most of you think of an IRA as an Individual Retirement Account, I want you to think of it as an Individual Retirement Arrangement. So what's the difference? You can have multiple IRA accounts in multiple locations, banks, and brokerage houses. You can have it set up as a traditional, non-deductible, or even as a Roth IRA all of which is completely acceptable. But when we look at contributions as an example it's not a contribution to a specific account it's the total contribution to the arrangement. So, why would I do all of these IRAs when I can set up a qualified plan that allows me greater contributions. Qualified plans include full-time employees and after the security act, the calculations for determining full-time employees have changed. Join us as we travel across the traps and pitfalls to success in determining which one is the best for your unique situation.

      Learning Objectives:

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

      • State the difference between an IRA and a qualified Plan.
      • Identify how much I can put into an IRA
      • Identify the pitfalls of early withdrawals.
      • Identify the traps of Roth Conversion.
      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      Understanding the Entities Planning and Compliance

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Update
      • Author: Art Werner
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-U-02159-23-S | 6233-CE-0872 | WR-346.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This course deals with both the planning issues for client needs (estate, financial, and asset protection) as well as the basics of fiduciary income tax compliance.

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      Understanding Trusts Leveling the Playing Field

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: -Federal Tax Update-
      • Author: Anthony Rocca
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-U-02160-23-S | 6233-CE-0873 | WR-103.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      Many practitioners would like to develop an estate planning practice. The problem that many of these individuals face when taking an estate planning CPE course is that they cannot find a course that explains the basics of the topic in a manner that can be applied to practice development and practical ideas. By the end of the course, the playing field will begin to be leveled between those individuals who practice in this area and those who desire to do so.

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

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

      Specialized Knowledge

      Click the icon for detailed course description and information.

      Courses are listed in Alphabetical order


      $9.00 each Add to cart

      Estate Planning

      • Credits: 1
      • Format: Interactive Self-Study Audio-
      • Field of Study: Specialized Knowledge
      • Author: Art Werner

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding ofManagement
      Course ID:WR-131.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      During this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for their decisions.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $19.00 each Add to cart

      Estate, Gift, and Income Tax Planning for Real Estate

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Specialized Knowledge
      • Author: Art Werner

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Estate Taxes
      Course ID:EWTFM-U-02160-23-S | 6233-CE-0876 | WR-377.23-SA
      Published Date:Registered for 2023

      COURSE DESCRIPTION

      In times of economic and tax uncertainty, real estate ownership can create frustrations and concerns for your client. The purpose of this course is to assist the practitioner in understanding the complexities that a client faces with regard to real estate ownership, prospective real estate ownership, and the tax issues surrounding their real estate holding and prospective holdings.

      Topics include:
      • Real estate as a part of a client's divinified portfolio of investments
      • Understanding the differences revolving around personal real estate vs. investment real estate
      • Understanding valuation issues
      • Understanding titling issues
      • Individual deduction issues, including the interest limitation
      • Business deduction issues
      • At-risk limitations
      • Passive activity rules update
      • How the IRC Section 199A deduction applies to real estate investments
      • Depreciation issues
      • Estate and Gift planning techniques for real estate
      • Proper use of trusts in real estate holdings

      Learning Objectives:

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

      • To discuss with the practitioner an understanding of the income, estate, and gift tax issues of various circumstances that a client classifies as bad situations in this COVID-19 environment revolving around a client's real estate (and prospective real estate) holding.

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

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

      $9.00 each Add to cart

      Everything that you Need to Know About Portability

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: -Specialized knowledge-
      • Author: Art Werner

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Estate Taxes
      Course ID:WR-376.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This course helps the practitioner understand how to make the portability election and how it can provide overall tax benefits to surviving spouses and beneficiaries of estates that fall below the federal estate exclusion amount. We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, and compare the benefits of electing portability to conventional credit shelter trust planning.

      Topics include:
      • Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election
      • How to calculate the DSUE amount
      • Making the portability election
      • Who can and cannot elect portability
      • Review the requirements for completing form 706 when electing portability
      • Making a late election and IRS Section 9100 relief
      • How to opt-out of the election and hazards of not making the election for the client and practitioner
      • Determining thelast deceased spouse for making the election
      • IRS examination issues when making the election
      • Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes
      • Use of QTIPs and QDOTs
      • A look at state death tax issues

      Learning Objectives:

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

      • Discuss options that can be presented to a client so they can decide whether to make the portability election and the mechanics and process of filing form 706 to elect or out-out of electing portability.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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



      choose options

      Information Security Basic Safeguards for Practitioners

      • Credits: 1
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Law
      • Author: Andrew Clark

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Security
      Course ID:EWTFM-T-02009-22-S | 6233-CE-0738 | AC-964.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      All 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 clients 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:

      • Define identity theft and identify how identity theft happens
      • Recognize how CPAs and Tax Professionals are being targeted by cybercriminals
      • Recognize the importance of encrypting client data
      • Identify the importance of creating internal controls and a security plan to protect client data
      • Recognize the actions that must be taken in the event of a breach of sensitive client identity data

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $9.00 each Add to cart

      Planning for Disability

      • Credits: 1
      • Format: Interactive Self-Study Audio-
      • Field of Study: Specialized Knowledge
      • Author: Art Werner
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understandingof Management
      Course ID:WR-132.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      During this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for their decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $9.00 each Add to cart

      Traps and Pitfalls in the Estate Planning Process

      • Credits: 1
      • Format: Interactive Self-Study Audio-
      • Field of Study: Specialized Knowledge
      • Author: Art Werner | Anthony Rocca
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understandingof Management
      Course ID:WR-135.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      Here we will focus on traps and pitfalls, the problems that a client faces as they decide how to do a total plan as they incorporate estate and asset protection issues. We can spend many hours talking about the various different traps and pitfalls, but today we are going to focus on six (6) specific traps and pitfalls that we find to be very common in the initial phases of estate planning and show you how that is done with a client.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $9.00 each Add to cart

      Trusts Living Wills POAs and Tax Considerations

      • Credits: 1
      • Format: Interactive Self-Study Audio-
      • Field of Study: Specialized Knowledge
      • Author: Art Werner | Anthony Rocca
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understandingof Management
      Course ID:WR-133.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      In this course, we will continue looking at disability planning, and some of the financial protections. This course will discuss briefly the medical wills and power of attorneys, medical surrogates, and financial planning for the uncertain future we all face.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $19.00 each Add to cart

      XBRL Revolutionizing Financial Reporting

      • Credits:  2
      • Format: Interactive Self Study Audio-
      • Field of Study: Specialized Knowledge
      • Author/Speaker: Davis Jackson
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understandingof Management
      Course ID:DJ-121.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      XBRL is revolutionizing business and financial reporting around the world. It is a reporting language that electronically communicates business and financial data globally. Besides providing major benefits in the preparation, analysis, and communication of business information, it also offers cost savings, greater efficiency, and improved accuracy and reliability to all those involved in supplying or using financial data claims XBRL International.

      Topics include:
      • This course will begin by recapping why and how XBRL came into existence and then defining XBRL.
      • We will next discuss a few of the more common uses of XBRL reporting and some of its benefits.
      • You will then be introduced to how XBRL reporting works through the use of taxonomies and specifications.
      • As part of this process, you will be provided with a glossary of the more common XBRL related terminology.

      Learning Objectives:

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

      • Recognize the history of XBRL.
      • Identify the basic XBRL technology.
      • Recognize the definitions of general XBRL terminology.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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



      Ethics

      Click the icon for detailed course description and information.

      Courses are listed in Alphabetical order


      $49.00 each Add to cart

      Behavioral Ethics An Overview for All Accountants

      • Credits:  2
      • Format: Interactive Self Study Audio-
      • Field of Study: Federal Tax Ethics
      • Author/Speaker: Davis Jackson
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understandingof Ethics
      Course ID:EWTFM-E-01914-22-S | 6233-CE-0624 |DJ-120.23-SA
      Published Date:Registered for 2023
      ***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 DESCRIPTION

      In 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:

      • Recognize the meaning of ethics.
      • Identify steps that you can take to resolve ethical dilemmas.
      • Identify the core values of the CPA profession (integrity, objectivity, and independence).

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

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $24.00 each Add to cart

      Ethics the Regulatory Environment

      • Credits:  1
      • Format: Interactive Self Study Audio-
      • Field of Study: -Regulatory Ethics-
      • Author/Speaker: Frank Castillo

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Regulatory Ethics
      Course ID:FC-107.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      Accounting practitioners, both near and far, would be quick to agree that regulatory ethics is the bedrock of our profession. But where to begin? Countless regulatory agencies exist, each with its own set of rules and standards. During this session, will examine each of the regulatory bodies that practitioners should be mindful of, along with overarching standards pronounced by each agency. Additionally, well address changes to the current CPA licensure model along with global trends in business ethics.

      Learning Objectives:

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

      • Recall which branch of ethics is closely aligned with regulatory guidance in organizations.
      • Identify prevailing global trends in business ethics.
      • Identify key concepts practitioners should be mindful of when practicing across different jurisdictions.
      • Recall various ethical standards pronounced by select rule-making bodies.

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

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


      $24.00 each Add to cart

      Ethics, Tax Practice and the Cannabis Industry

      • Credits:  1
      • Format: Interactive Self Study Audio-
      • Field of Study: Federal Tax Ethics
      • Author/Speaker: Mary Jane Hourani
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethics
      Course ID:EWTFM-E-01896-22-S | 6233-CE-0626 | MJH-421.23-SA
      Published Date:April 2022*
      COURSE DESCRIPTION

      This 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
      discussed.

      Topics include:
      • Office of Professional Responsibility
      • State Boards of Accountancy Opinions
      • 31 U.S.C. §330
      • Circular 230
      • Preparer Due Diligence
      • Case Law
      • Practice Management
      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $24.00 each Add to cart

      Regulatory Ethics Practical Guidance

      • Credits:  1
      • Format: Interactive Self Study Audio-
      • Field of Study: -Regulatory Ethics-
      • Author/Speaker: Frank Castillo

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Regulatory Ethics
      Course ID:FC-108.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      Ethical standards pronounced by the AICPA and the Department of the Treasury serve as needed guardrails designed to regulate professional behaviors for individuals working in both public accounting and in industry. During this session, well review two important publications issued by these rule-making bodies:

      • The AICPA Code of Professional Conduct
      • Circular 230, Regulations Governing Practice before the Internal Revenue Service

      Additionally, well examine the tenets of accounting ethics including a review of recent trends.

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

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


      $49.00 each Add to cart

      Regulatory Ethics Professional Standards Overview

      • Credits:  2
      • Format: Interactive Self Study Audio-
      • Field of Study: -Regulatory Ethics-
      • Author/Speaker: Frank Castillo

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Regulatory Ethics
      Course ID:FC-109.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      Regulatory Ethics serves both the public and our collective interests. Our clients commonly refer to accounting practitioners as their most trusted advisors. However, that description can only be earned when our professional foundation is rooted in ethical behavior. This session provides learners with an essential overview of our regulatory ethics environment including:

      • A discussion of the central tenets of accounting ethics including a review of recent trends,
      • An overview of rule-making bodies that practitioners must abide by,
      • Changes to the current CPA licensure model, and
      • Ethical standards pronounced by the AICPA and the Department of the Treasury

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

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


      $99.00 each Add to cart

      A CPA's Guidebook for Ethical Behavior: A CPE Ethics Course for Texas CPAs

      • Credits: 4
      • Format: Interactive Self-Study Audio-
      • Field of Study: -Behavioral Ethics
      • Author: Allison McLeod
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-103.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      A CPA is challenged in todays work world to serve his/her client or employer and protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing
      the two interests, a CPA may find himself or herself in an ethical dilemma. This course covers not only basic ethical frameworks but also specific rules 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:

      • To educate licensees in ethics of professional accounting as Texas CPAs.
      • To convey the intent of the Texas Rules of Professional Conduct and the AICPA Code of Professional Conduct in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
      • To assist the Texas CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of job or client.
      • To review and discuss the Texas Rules of Professional Conduct and their implications for persons in a variety of practices, including:
      1. CPAs in client practice of public accountancy who perform attest and non-attest services.
      2. CPAs employed in industry who provide internal accounting and auditing services.
      3. CPAs employed in education or government accounting or auditing.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $99.00 each Add to cart

      A Basic Ethics Guidebook for FLORIDA CPAs

      • Credits: 4
      • Format:
      • Format: Interactive Self-Study Audio-
      • Field of Study: Ethics
      • Author: Allison McLeod
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understandingof Ethics
      Course ID:FL-0025579 | AM-110.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      A CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find himself or herself in an ethical dilemma.

      This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the Florida Revised Statutes, Administrative Rules, and Code of Professional Conduct. These sources govern the practice and responsibilities of Florida CPAs. It concludes with a section on how a CPA can put his or her ethics into action.

      Learning Objectives:

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

      • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
      • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
      • To analyze and apply the AICPA Code of Professional Conduct and Florida law that pertains to CPAs licensed to practice in the state of Florida. Students will become familiar with the Florida Revised Statutes, Administrative Rules, and Code of Professional Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them.
      • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
      • To review and discuss the rules and their implications for persons in a variety of practices, including:
      • CPAs who provide assurance, attest, or compilation services.
      • CPAs who provide tax services.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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

      $24.00 each Add to cart

      Regulatory Ethics Guidebook for CPAs AICPA Code of Professional Conduct (Part 1 Integrity, Objectivity and Judgement)

      • Credits: 1
      • Format: Interactive Self-Study Audio-
      • Field of Study: Regulatory Ethics
      • Author: Allison McLeod
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understandingof Ethics
      Course ID:AM-112.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This course will be focusing on how to integrate integrity and objectivity in situations faced by the accounting professional on a daily basis. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct but how to put your values into action! As part of this course, we will also walk through real-world examples of individuals and companies faced with these dilemmas.

      Topics include:
      • What are Ethics?
      • What is the code?
      • Components of the code
      • Organization
      • Integrity and Objectivity

      Learning Objectives:

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

      • Be able to define integrity and objectivity as promulgated by the AICPA Code of Professional Conduct and understand its importance to the CPA.
      • Have the ability to identify situations where the CPA may be susceptible to subordinating his/her judgment to a client or employer.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $24.00 each Add to cart

      Regulatory Ethics Guidebook for CPAs AICPA Code of Professional Conduct (Part 2 Independence and Conflicts of Interest)

      • Credits: 1
      • Format: Interactive Self-Study Audio-
      • Field of Study: Regulatory Ethics
      • Author: Allison McLeod
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understandingof Ethics
      Course ID:AM-113.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This course will be focusing on how to integrate independence and avoid conflicts of interest in situations faced by the accounting professional daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct but how to put your values into action! As part of this course, we will also walk through real-world examples of individuals and companies faced with these dilemmas.

      Learning Objectives:

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

      • Have the ability to define independence as promulgated by the AICPA Code of Professional Conduct and understand its importance to the CPA.
      • Be able to ascertain situations that could threaten a CPAs independence.
      • Understand how conflicts of interest and the use of contingency fees can subvert independence.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $24.00 each Add to cart

      Regulatory Ethics Guidebook for CPAs AICPA Code of Professional Conduct (Part 3 Responsibility to the Public)

      • Credits: 1
      • Format: Interactive Self-Study Audio-
      • Field of Study: Regulatory Ethics
      • Author: Allison McLeod

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-117.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This course will be focusing on the concepts of due care and client confidentiality as the CPA carries out his/her responsibility to the public. We will also discuss the CPAs duty to blow the whistle in situations where the professional becomes aware of financial fraud or subversion of the tax rules. As part of this course, we will also walk through real-world examples of individuals and companies faced with these dilemmas.

      Learning Objectives:

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

      • Be able to define a CPAs responsibility to the public and apply related concepts such as due care and client confidentiality in practice.
      • Be able to discuss a CPAs potential duty to blow the whistle in certain circumstances even though it may result in a negative consequence for the whistleblower.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $99.00 each Add to cart

      A Basic Ethics Guidebook for Arizona CPAs

      • Credits: 4
      • Format: Interactive Self-Study Audio-
      • Field of Study: Ethics
      • Author: Allison McLeod

      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-118.22-SV
      Published Date:March 2022
      COURSE DESCRIPTION

      A 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
      Arizona Revised Statutes, Administrative Rules, and Code of Professional Conduct. These sources govern the practice and responsibilities of Arizona 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:

      • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
      • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
      • To analyze and apply the AICPA Code of Professional Conduct and Arizona law that pertains to CPAs licensed to practice in the state of Arizona. Students will become familiar with the Arizona Revised Statutes, Administrative Rules, and Code of Professional Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them.
      • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
      • To review and discuss the rules and their implications for persons in a variety of practices, including:
        • a.CPAs who provide assurance, attest, or compilation services.
        • b.CPAs who provide tax services.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $49.00 each Add to cart

      Ethics for California CPAs

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Regulatory Ethics
      • Author: Allison McLeod

      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-119.23-SA | 6233-CE-0735
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      A CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the California Regulations, Administrative Rules, and Code of Professional Conduct. These sources govern the practice and responsibilities of California CPAs. It concludes with a section on how a CPA can put his or her ethics into action.

      Learning Objectives:

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

      • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
      • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
      • To analyze and apply the AICPA Code of Professional Conduct and California law that pertains to CPAs licensed to practice in the state of California. Students will become familiar with the California Statutes, Administrative Rules, and Code of Professional Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them.
      • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
      • Apply lessons learned from misconduct which is the subject of historic and recent disciplinary actions taken by the Board.
      • To review and discuss the rules and their implications for persons in a variety of practices, including:
        • CPAs who provide assurance, attest, or compilation services.
        • CPAs who provide tax services.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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

      CTEC
      $99.00 each Add to cart

      A Basic Ethics Guidebook for Colorado CPAs

      • Credits: 4
      • Format: Interactive Self-Study Audio-
      • Field of Study: Ethics
      • Author: Allison McLeod

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-121.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      A 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:

      • To educate licensees in the ethics of professional accounting as CPAs.
      • To convey the intent of the AICPA Code of Professional Conduct and Colorado Rules and Regulations in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
      • To assist the CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
      • To review and discuss the AICPA Code of Professional Conduct and the Colorado Rules and Regulations and their implications for persons in a variety of practices, including:
        • CPAs in client practice of public accountancy who perform attest and non-attest services.
        • CPAs employed in the industry who provide internal accounting and auditing services.
        • CPAs are employed in education or government accounting or auditing.

      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:

      • Organization and duties of the Board
      • State Board of Accountancy Website (overview)
      • Certified Public Accountant Designation
      • Proper use - Holding Out
      • Types of Certificates
      • Status and maintenance of Certificates
      • Licensure – Examination, and certification
      • Continuing professional education
      • Disclosures
      • Names
      • Mobility/Practice Privilege and reciprocity
      • Peer Review
      Professional Conduct
      • Unlawful Acts
      • Accountant/Client Privilege
      • Grounds for disciplinary Action
      • Client Records
      Firm Registration
      • Firm Names
      • Peer Review
      • Disclosures

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $99.00 each Add to cart

      A Basic Ethics Guidebook for Connecticut CPAs

      • Credits: 4
      • Format: Interactive Self-Study Audio-
      • Field of Study: Regulatory Ethics
      • Author: Allison McLeod

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-123.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      A 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:

      • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
      • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of job or client
      • To analyze and apply the AICPA Code of Professional Conduct and Minnesota law that pertains to CPAs licensed to practice in the state. Students will become familiar with the Minnesota Administrative Rules and Code of Professional
        Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them.
      • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
      • To review and discuss the rules and their implications for persons in a variety of practices, including:
        • CPAs who provide assurance, attest, or compilation services.
        • CPAs who provide tax services.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Other Tax Return Preparer (OTRP)

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


      $99.00 each Add to cart

      A Basic Ethics Guidebook for Minnesota CPAs

      • Credits: 4
      • Format: Interactive Self-Study Audio-
      • Field of Study: Ethics
      • Author: Allison McLeod

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-124.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      A CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the Minnesota Statutes and Administrative Rules. These sources govern the practice and responsibilities of Minnesota CPAs. It concludes with a section on how a CPA can put his or her ethics into action.

      Learning Objectives:

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

      • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
      • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
      • To analyze and apply the AICPA Code of Professional Conduct and Minnesota law that pertains to CPAs licensed to practice in the state. Students will become familiar with the Minnesota Administrative Rules and Code of Professional Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them.
      • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
      • To review and discuss the rules and their implications for persons in a variety of practices, including:
        • CPAs who provide assurance, attest, or compilation services.
        • CPAs who provide tax services.
      • Who Should Attend:
        • All Certified Public Accountants (CPAs)
        • Other Tax Return Preparer (OTRP)

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


      $99.00 each Add to cart

      A Basic Ethics Guidebook for New York CPAs

      • Credits: 4
      • Format: Interactive Self-Study Audio-
      • Field of Study: Regulatory Ethics
      • Author: Allison McLeod

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-125.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      A CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks but also specific rules from the AICPA Code of Professional Conduct, the New York Rules, Regulations, and Education Law. These sources govern the practice and responsibilities of New York CPAs. It concludes with a section on how a CPA can put his or her ethics into action.

      Learning Objectives:

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

      • To assimilate the rules of ethics for CPAs and professional accountants licensed in New York.
      • To ascertain the intent of the AICPA Code of Professional Conduct and the New York Rules, Regulations, and Education Law in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
      • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
      • To analyze and apply the New York law that pertains to CPAs licensed to practice in the state of New York. Students will become familiar with the New York 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:
        • The role of the Office of the Professions
        • New York State rules on ethics (as provided in NYS Law, Rules and Regulations), including the following:
        • Retention and maintenance of work papers
        • Competency requirements for attesting and compilation services
        • Failing to maintain an active registration when using the title of designation
        • Reportable events
        • Commissions and referral fees, including mandatory disclosure
        • Public expectations of CPAs responsibilities
        • Enforcement of rules on ethics

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      $99.00 each Add to cart

      A Basic Ethics Guidebook for Ohio CPAs

      • Credits: 4
      • Format: Interactive Self-Study Audio-
      • Field of Study: Regulatory Ethics
      • Author: Allison McLeod

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-126.23-SA
      Published Date:Registered for 2023

      ***SPECIAL NOTE: This course will not cover “Ohio Specific PSR”. However, this course does cover “General PSR” ***

      If you require a Ohio Specific PSR course we have one here Ohio Specific PSR Course

      COURSE DESCRIPTION

      A CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action.

      Learning Objectives:

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

      • To educate licensees in the ethics of professional accounting as CPAs.
      • To convey the intent of the AICPA Code of Professional Conduct and/or specific state board rules in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
      • To assist the CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
      • To review and discuss the AICPA Code of Professional Conduct and its implications for persons in a variety of practices, including:
        • a. CPAs in client practice of public accountancy who perform attest and non-attest services.
        • b. CPAs employed in the industry who provide internal accounting and auditing services.
        • c. CPAs employed in education or government accounting or auditing.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $99.00 each Add to cart

      A Basic Ethics Guidebook for Utah CPAs

      • Credits: 4
      • Format: Interactive Self-Study Audio-
      • Field of Study: Regulatory Ethics
      • Author: Allison McLeod

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-127.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      A CPA is challenged in todays work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the Utah State Code, Administrative Rules, and Code of Professional Conduct. These sources govern the practice and responsibilities of Utah CPAs. It concludes with a section on how a CPA can put his or her ethics into action.

      Learning Objectives:

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

      • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
      • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
      • To analyze and apply the AICPA Code of Professional Conduct and Utah law that pertains to CPAs licensed to practice in the state of Utah. Students will become familiar with the Utah State Code, Administrative Rules, and Code of Professional Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies pertaining to them.
      • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
      • To review and discuss the rules and their implications for persons in a variety of practices, including:
        • CPAs who provide assurance, attest, or compilation services.
        • CPAs who provide tax services.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $49.00 each Add to cart

      Circular 230 The Ethical Guide

      • Credits: 2
      • Format: Interactive Self-Study Audio-
      • Field of Study: Federal Tax Ethics
      • Author: Shelli Huston | Art Werner
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Ethical Issues
      Course ID:EWTFM-E-02099-23-S | 6233-CE-0812 | SH-212.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This is an online course that examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions, and return of client records. The ethical rules governing these issues are discussed. A final examination covering the course material is administered.

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

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

      Personnel / HR

      Click the icon for detailed course description and information.

      Courses are listed in Alphabetical order


      $9.00 each Add to cart

      CPAs... Who are we?

      • Credits:  1
      • Format: Interactive Self Study Audio-
      • Field of Study: Personnel | Human Resources
      •  
      • Author/Speaker: Frank Castillo

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:None
      Course ID:FC-102.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      Its a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but well try! During this 1-hour on-demand webinar, well review those common qualities found among us and discuss the changing nature of our profession and ways that CPAs can adapt, survive and thrive!

      Learning Objectives:

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

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

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

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


      $9.00 each Add to cart

      Effective Mentoring through Career Development

      • Credits: 1
      • Format: Interactive Self-Study Audio
      • Field of Study: Personnel | Human Resources
      • Author: Michael Morgan Jr.

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:None
      Course ID:MMJR-103.23-SA
      Published Date:Aired Date: 1/2023 | Registered for 2023
      COURSE DESCRIPTION

      This course will help financial professionals to support their career development of themselves and others. People who complete this course will be better able to attract and retain talent in their organization by better understanding
      how to identify and support the career development of others, especially interns and new hires. 

      Topics include:

      This course will provide accountants with the knowledge, awareness, and skills to support the career development of the self and others. Career development is an essential skill for any financial professional, but most especially for
      those overseeing the work of new hires and interns. Specific practice considerations are outlined to offer career development to others.

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

      Learning Objectives:

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

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

      Who Should Attend:

      This course is designed for financial and accounting professionals wishing to increase their understanding of vocational psychology for their benefit, the benefit of others, and for the benefit of their organization. This presentation
      is most especially tailored to anyone who wants to increase their ability to attract and retain high-quality employees or increase their ability to support interns or mentees. 

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

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


      $9.00 each Add to cart

      Enhancing Diversity in the Workplace Race and Ethnicity

      • Credits: 1
      • Format: Interactive Self-Study Audio
      • Field of Study: Personnel | Human Resources
      • Author: Michael Morgan Jr.

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:None
      Course ID:MMJR-105.23-SA
      Published Date:January 2023
      COURSE DESCRIPTION

      This course will help financial professionals to better align their practice to support diversity, equity, and inclusivity concerning race and ethnicity. The course will explore definitions of race and ethnicity to help individuals
      gain a greater appreciation of themselves as both unique people and members of groups. Participants will be able to identify how historical factors influence current trends that affect marginalized individuals at the cellular level.
      An emphasis will be placed on the psychological underpinnings of bias, how that creates difficulties in the work environment, and specific actions that can be taken to prevent and remediate bias in the workplace.

      Topics include:

      This course will provide accountants with the knowledge, awareness, and skills to contribute to greater levels of diversity, equity, and inclusivity in their workplace in the domains of race and ethnicity.

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

      Learning Objectives:

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

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

      Who Should Attend:

      This course is designed for financial and accounting professionals wishing to increase their ability to support individuals of ethnically marginalized backgrounds. Given the increasing rates of ethnic diversity in the United States, this
      is an essential topic for ethical practice in financial professions. Furthermore, everyone should be interested in developing their capacity for cultural fluency because evidence suggests greater diversity is associated with more
      profitability and better performance metrics.

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

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


      $9.00 each Add to cart

      Enhancing Diversity in the Workplace: Sex and Gender

      • Credits: 1
      • Format: Interactive Self-Study Video
      • Field of Study: Personnel | Human Resources
      • Author: Michael J. Morgan, Jr., Ph.D.

      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:NONE
      Course ID:MMJR-107.23-SV
      Published Date:Aired Date: 5/11/2023 | Registered for 2023
      COURSE DESCRIPTION

      This course will help financial professionals to better align their practice to support diversity, equity, and inclusivity in relation to sex and gender. The course will explore how personal and societal perceptions of sex and gender
      influence the way individuals experience the world of work. Special attention will be paid to unique challenges faced by men and women in the workplace, with tangible actions offered as potential ways to remediate these challenges.
      A discussion will be had on the unique stressors faced by transgender employees and ways to support their needs. This course will provide accountants with the knowledge, awareness, and skills to contribute to greater levels of
      diversity, equity, and inclusivity in their workplace in the domains of sex and gender.

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

      Learning Objectives:

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

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

      Who Should Attend:

      This course is designed for financial and accounting professionals wishing to increase their ability to support individuals of all genders. Given the changing landscape of gender diversity in the United States labor force, this is
      an essential topic for ethical practice in financial professions. Furthermore, everyone should be interested in developing their capacity for cultural fluency because evidence suggests greater diversity is associated with more
      profitability and better performance metrics.


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


      $9.00 each Add to cart

      Enhancing Diversity in the Workplace: Sex and Gender

      • Credits: 1
      • Format: Interactive Self-Study Audio
      • Field of Study: Personnel | Human Resources
      • Author: Michael J. Morgan, Jr., Ph.D.
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:NONE
      Course ID:MMJR-107.23-SA
      Published Date:Aired Date: 5/11/2023 | Registered for 2023

      COURSE DESCRIPTION

      This course will help financial professionals to better align their practice to support diversity, equity, and inclusivity in relation to sex and gender. The course will explore how personal and societal perceptions of sex and gender
      influence the way individuals experience the world of work. Special attention will be paid to unique challenges faced by men and women in the workplace, with tangible actions offered as potential ways to remediate these challenges.
      A discussion will be had on the unique stressors faced by transgender employees and ways to support their needs. This course will provide accountants with the knowledge, awareness, and skills to contribute to greater levels of
      diversity, equity, and inclusivity in their workplace in the domains of sex and gender.

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

      Learning Objectives:

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

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

      Who Should Attend:

      This course is designed for financial and accounting professionals wishing to increase their ability to support individuals of all genders. Given the changing landscape of gender diversity in the United States labor force, this is
      an essential topic for ethical practice in financial professions. Furthermore, everyone should be interested in developing their capacity for cultural fluency because evidence suggests greater diversity is associated with more
      profitability and better performance metrics.


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


      $19.00 each Add to cart

      I'm Over Overtime

      • Credits:  2
      • Format: Interactive Self Study Audio-
      • Field of Study: Personnel | HR
      • Author/Speaker: Frank Castillo
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding HR
      Course ID:FC-104.23-SA
      Published Date:Registered for 2023

      COURSE DESCRIPTION

      No single topic affects accounting professionals with such ferocity as sustained over time. Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless technological advances. During this course, well unpack this topic, discuss the negative impact of sustained over time, and propose strategies to tame this monster.

      Learning Objectives:

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

      • Recall key trends and statistics associated with overtime in the accounting profession.
      • Identify critical attributes concerning social anxiety and work addiction.
      • Recall proven strategies to reduce the number of hours spent working overtime.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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



      $29.00 each Add to cart

      Max Test Drive How to Tune Up your Thinking

      • Credits:  3
      • Format: Interactive Self Study Audio-
      • Field of Study: Personnel | Human Resources
      • Author/Speaker: Michael Morgan Jr.

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Working Under Pressure
      Course ID:MMJR-100.23-SA
      Published Date:Registered for 2023
      ***Special Note: This course does not qualify for IRS Reporting!***


      COURSE DESCRIPTION

      Are you studying for a necessary certification or licensure exam like the CPA Exam? Are you under pressure at work and hoping to maximize your ability to provide high-quality services to your clients or outperform your competition? Or perhaps you are concerned you are getting a little older and cannot keep up with the pace of work you used to?

      This course offers knowledge, skills, and awareness of evidence-based practices to improve mental performance. The material is organized around important cognitive science theories to demonstrate how physiological, environmental, and psychological factors influence ones, mental faculties.

      By the end of this lecture, you will know practical steps you can take to facilitate greater concentration, memory performance, and decision-making abilities. This is a course on the application of psychological research to the functioning of mental abilities in everyday life.

      Course Summary: The course provides a broad knowledge of biological, environmental, and psychological determinants of human intellectual performance.

      Course Outline:
      • Introduction
      • The Biology of Performance
      • The Environment for Performance
      • The Psychology of Performance
      • Conclusion

      Learning Objectives:

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

      • Describe psychological theories related to cognitive performance such as the Zone of Maximal Performance
      • Identify 2-3 biological factors they can address to improve mental functioning
      • Analyze whether an environment is conducive to optimal performance
      • Develop a psychological toolkit that supports learning
      • Create interpolated self-quizzes to maximize gist retention and recall

      Who Should Attend:
      • This course was created for individuals who engage in mentally demanding work or preparation for some form of high-pressure mental performance situation (e.g., licensure examinations).
      • Individuals who complete this course will acquire knowledge, skills, and awareness of actionable steps at their disposal to improve their mental performance.
      • Anyone/Everyone can benefit from this knowledge.

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



      $9.00 each Add to cart

      Mental Health in the Workplace PTSD and Grief

      • Credits: 1
      • Format: Interactive Self-Study Audio
      • Field of Study: Personnel | Human Resources
      • Author: Michael Morgan Jr.

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:None
      Course ID:MMJR-104.23-SA
      Published Date:Aired Date: 1/2023 | Registered for 2023
      COURSE DESCRIPTION

      This course will help financial professionals to better support well-being in the workplace through a greater understanding of mental health, in this lecture we will specifically cover post-traumatic stress disorder and grief. The course
      will define PTSD and Grief from a scientific perspective, review the epidemiology of PTSD, and the causes and consequences of PTSD. The lecture will include information about current treatments for PTSD and how to create a work environment
      supportive of individuals with the condition.

      Topics include:

      This course will provide accountants with the knowledge, awareness, and skills to support the occupational functioning of individuals suffering from PTSD and Grief.

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

      Learning Objectives:

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

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

      Who Should Attend:

      This course is designed for financial and accounting professionals wishing to better understand and support employees and peers who experience PTSD and Grief. This course is especially useful for anyone working in a management capacity,
      as the information can be used to help retain talented employees and help them overcome trauma and grief-related barriers to productivity.

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

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


      $9.00 each Add to cart

      Mind Games We Play

      • Credits:  1
      • Format: Interactive Self Study Audio-
      • Field of Study: Personal Development
      • Author/Speaker: Frank Castillo

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:NONE
      Course ID:FC-110.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      Have you ever paused and thought am I the only one thinking this? Rejoice! Youre not alone, many of us struggle, work, and think in the same fashion. During this 1-hour on-demand webinar well cover work habits, workarounds, and other mental gymnastics that we engage in and discuss productive ways to reorganize our approach to work.

      Learning Objectives:

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

      • Identify key factors which hinder work productivity.
      • Recall the negative impact of sustained overtime.
      • Identify time-saving tips individuals can use at work to improve efficiency.

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

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


      $9.00 each Add to cart

      Organizational Behavior: Coaching for Mastery

      • Credits: 1
      • Format: Interactive Self-Study Audio
      • Field of Study: Personnel | Human Resources
      • Author: Michael J. Morgan, Jr., Ph.D.
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:NONE
      Course ID:MMJR-108.23-SA
      Published Date:Aired Date: 5/11/2023 | Registered for 2023

      COURSE DESCRIPTION

      This course will help financial professionals increase their effectiveness as organizational leaders by offering guidance on the practice of managerial coaching. People who complete this course will be able to better cultivate future
      organizational leaders and improve employee performance by understanding how to develop high-quality goals. Application of the science of learning and performance will be used to highlight how feedback can support employees’ reflective
      capacity to support continuous growth. 

      This course will provide accountants with the knowledge, awareness, and skills to support the career development of the self and others. Career development is an essential skill for any financial professional, but most especially for those
      overseeing the work of new hires and interns. Specific practice considerations are outlined to offer career development to others.

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

      Learning Objectives:

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

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

      Who Should Attend:

      This course is designed for financial and accounting professionals wishing to increase their understanding of managerial coaching for their benefit, the benefit of others, and for the benefit of their organization. This presentation
      is most especially tailored to anyone who wants to increase their ability to increase employee effectiveness, develop future organizational leaders, or support interns or mentees.


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


      $9.00 each Add to cart

      Sexual Harassment Prevention Begins with You

      • Credits:  1
      • Format: Interactive Self Study Audio-
      • Field of Study: Personnel | Human Resources
      • Author/Speaker: Michael Morgan Jr

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:None
      Course ID:MMJR-101.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This course will provide accountants with the knowledge, awareness, and skills to prevent and remediate sexual harassment in the workplace with the intent to improve working conditions for all and limit legal liability.

      This course is designed to apprise the participant of relevant U.S. Laws, research, and best practices for preventing and remedying sexual harassment in the workplace. There will be a focus on defining sexual harassment, a description of the prevalence of sexual harassment, and understanding the causes and consequences thereof. An emphasis will be placed on understanding sexual harassment in accounting settings, predictors of sexual harassment, and actions that can be taken to prevent and remediate unacceptable behavior.

      Topics include:
      • Introduction
      • Definition and History of Sexual Harassment
      • Prevalence of Sexual Harassment
      • Federal and State Laws
      • Consequences of Sexual Harassment
      • Predictors of Sexual Harassment
      • Prevention and Intervention
      • Conclusion and Case Scenarios

      Learning Objectives:

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

      • Define sexual harassment
      • Describe the prevalence of sexual harassment in the United States
      • Understand both Federal and some exemplar state laws about sexual harassment in the workplace
      • Identify kinds of sexual harassment from vignettes, identify potential risk and liability in the vignettes, and brainstorm actions that could prevent or intervene in the scenario
      • Understand the negative consequences of sexual harassment at the individual and organizational levels

      Who Should Attend:

      This course is designed for accounting professionals who desire to better understand and address sexual harassment in the workplace. It also meets the yearly sexual harassment training guidelines for the State of Illinois.

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

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



      $9.00 each Add to cart

      The Office of Tomorrow

      • Credits:  1
      • Format: Interactive Self Study Audio-
      • Field of Study: Personnel / Human Resources
      • Author/Speaker: Frank Castillo

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:None
      Course ID:FC-106.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      2020 became the year of the virtual office. The velocity of change firms and private organizations experienced was jarring. What will tomorrow bring? Well look towards the horizon to view trends and licensure changes impacting the future of our profession during this course.

      Learning Objectives:

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

      • Identify key trends concerning work from the office versus remote work.
      • Recall tips employees can use to become efficient in their everyday work.
      • Identify proposed changes to the CPA licensure model.
      • Recall what impact remote workspaces will have on the office of tomorrow.

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

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


      $19.00 each Add to cart

      Understanding Aging and Financial Literacy

      • Credits:  2
      • Format: Interactive Self Study Audio-
      • Field of Study: Personnel | Human Resources
      • Author/Speaker: Michael Morgan Jr

      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:None
      Course ID:MMJR-102.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This course supports professional practice in financial services in three vital ways. First, it helps participants better understand how changes in aging demographics will have macro and microeconomic consequences. It will also help participants develop their knowledge of how aging impacts their older clients abilities to engage with their financial planning and specific steps they can take to support older clients. Finally, it will explore the concept of numeracy, how it underlies all financial decision-making, and how numeracy interacts with aging.

      Topics include:
      • The Aging Population
      • A New Outlook on Retirement
      • Age-related Changes in Cognition
      • Numeracy and Financial Literacy
      • Informed Financial Decision-Making
      • Critical Thinking Application

      Learning Objectives:

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

      • Describe the general trends in the demographics of aging
      • Critically examine the relationship between demographic changes, global economics, and personal finance
      • Identify 2-3 ways normal aging influences late-life financial planning
      • Define and assess client numeracy
      • Engage in the teach-back method to support the clients informed financial decision-making

      Who Should Attend:

      This course is designed for financial and accounting professionals who desire to better understand and assist their older clients. Given the changes in demographics a measure of competency in working with older clients is an ethical practice consideration.

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

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



      $9.00 each Add to cart

      Working Better Together

      • Credits:  1
      • Format: Interactive Self Study Audio-
      • Field of Study: Personnel / Human Resources
      • Author/Speaker: Frank Castillo
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding Human Resources
      Course ID:FC-101.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      A long, long time ago we would simply call, email, or poke our head into someones workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, well cover ways to connect, what works well, what doesnt, and more importantly how to maximize our communication efforts.

      Learning Objectives:

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

      • Recall synchronistic and asynchronistic ways of connecting remotely.
      • Identify best practices for communicating with colleagues virtually.
      • Recall the benefits of collaborative workspaces.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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


      $9.00 each Add to cart

      Workplace Culture

      • Credits:  1
      • Format: Interactive Self Study Audio-
      • Field of Study: Personnel / Human Resources
      • Author/Speaker: Frank Castillo
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Human Resources
      Course ID:FC-100.23-SA
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      Workplace culture continues to rise in poll after poll as one of the most important considerations graduates look at when choosing an employer. During this session, well look at culture and examine those qualities that top companies share and ways your organization can benefit.

      Learning Objectives:

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

      • Recall which elements factor into a companys attitudes, behaviors, and culture.
      • Identify key statistics in connection with hiring and retention trends.
      • Recall helpful tips that foster the development of company culture.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

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



      Computer Software and Applications

      Click the icon for detailed course description and information.

      Courses are listed in Alphabetical order