CPE Self-Study Video 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

Abuse in Accounting

  • Credits: 1
  • Format: Self-Study Video
  • Field of Study: Accounting | Auditing
  • Author/Speaker: Michael Morgan 
*Content Preview
Available Formats: 
 
 
 
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Accountancy
Course ID:MM-332.22-SV
Published Date:© April 2020
COURSE DESCRIPTION

What is Abuse? As soon as you hear the words “accounting abuse” how many companies or people come to mind? News stories constantly tell us of another occurrence of abuse. U.S. Chamber of Commerce estimates occupational fraud/abuse
cost over $50 billion annually. 1/3 of business failures are directly related to employee theft. 75% of all employees have stolen from their employers at least once and half of these employees have stolen repeatedly.

During this course we will discuss the different types of abuse found in businesses, and what you can do to Identify and deter employees from committing it.

    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

    Accounts Payable Best Practices

    • Credits: 1
    • Format: Self-Study Video
    • Field of Study: Accounting | Auditing
    • Author/Speaker: Mary Schaeffer 
    *Content Preview
    Available Formats: 
     
     
     
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Accountancy
    Course ID:MS-114.22-OD
    Published Date:© October 2020
    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!

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

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


      $29.00 each Add to cart

      ASU 2016-14, Presentation of Financial Statements for Not for Profit Entities

      • Credits: 3
      • Format: Self-Study Video
      • Field of Study: Accounting | Auditing
      • Author/Speaker: Michael Morgan
      *Content Preview
      Available Formats: 
       
       
       
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Accountancy
      Course ID:MM-331.22-SV
      Published Date:© April 2020
      COURSE DESCRIPTION

      This course is designed to help Understand the purpose of ASU 2016-14, describe the history and changes that brought forth the publication of ASU 2016-14, and understand the effective date of ASU 2016-14. ASU 2016-14 was issued as
      a result of FASB 117 and follows prior work set forth by FASB 117. Let’s back up – before FASB 117 the only guidance for NFPs was a mish-mash of several AICPA audit guides. Which caused Major differences in NFP financial reporting,
      lack of comparability, the difficulty for creditors, donors, and users to fully understand NFP. This led to the creation of FASB 117.

      Wait, we're talking about ASU 2016-14. Yes, there is a history as to why we are at ASU 2016-14, but to fully understand it we have to look at the history, what has changed and where we are now. this course will provide some needed
      background for the folks, but more importantly, provide a solid foundation for the implementation of ASU 2016-14. Let's get started.

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

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


        $19.00 each Add to cart

        Business Combinations and Financial Reporting

        • Credits: 2
        • Format: Self-Study Video
        • Field of Study: Accounting
        • Author/Speaker: Sam Monastra 
        *Content Preview
        Available Formats: 
         
         
         
        Advanced Preparation:None
        Experience Level:Overview
        Program Prerequisites:General Understanding of Accounting
        Course ID:SM-108.22-SV
        Published Date:© April 2020
        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: Self-Study Video
          • Field of Study: Accounting
          • Author/Speaker: Allison McLeod

          *Content Preview
          Available Formats:
          Advanced Preparation:None
          Experience Level:Basic 
          Program Prerequisites:General Understanding of Accountancy
          Course ID:AM-107.22-SV
          Published Date:April 2022
          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



          $39.00 each Add to cart

          Compilations and Review An In-Depth Study and Practical Approach

          • Credits: 4
          • Format: Self-Study Video
          • Field of Study: Accounting
          •  
          • Author/Speaker: Sheldon Clark
          *Content Preview
          Available Formats: 
           
           
          Advanced Preparation:None
          Experience Level:Intermediate
          Program Prerequisites:General Understanding of GAAP required financial statements
          Course ID:SC-124.22-SV
          Published Date:© August 2021
          COURSE DESCRIPTION

          This 4-hour webcast is designed to better comprehend the engagement for unaudited financial statements known as compilation or review.

          Topics include:
          • SSARS 19 overhauls of compilations and reviews
          • SSARS 21 clarity project
          • Independence issues
          • Scope of compilation and review reporting
          • Considering fraud and going concern issues in the current economy
          • Definitions and terminology related to compilations and reviews
          • Recent updates
          • Performance contemplations
          • Is internal control significant in compilation and review engagements
          • Accountant’s responsibilities
          • Professional requirements
          • Elements of compilation or review engagements
          • Engagement letter significance
          • Documentation issues
          • Reporting issues
          • Accountant’s knowledge of client and industry
          • Various other matters

          Learning Objectives:

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

          • Provide the accountant with skills for achieving confidence when engaged in a compilation or review.
          • Provide the accountant with dealing with clients for whom audits and not required.
          • Provide the accountant with an overview of SSARS.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Practitioners who work extensively in the areas of compilations and reviews and who are in the need to know the unique requirements for handling unaudited financial statements engagements.

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



          $9.00 each Add to cart

          COVID-19 Crisis Management Your Accounts Payable Function in Uncertain Times

          • Credits: 1
          • Format: Self-Study Video
          • Field of Study: Accounting | Auditing
          • Author/Speaker: Mary Schaeffer
          *Content Preview
          Available Formats: 
           
           
           
          Advanced Preparation:None
          Experience Level:Overview
          Program Prerequisites:General Understanding of Accountancy
          Course ID:MS-116.22-SV
          Published Date:© June 2020
          COURSE DESCRIPTION

          Many organizations take their accounts payable function (along with most others) for granted until suddenly, they can’t get an invoice to a critical vendor paid. Or, as many are finding out the hard way, their accounts payable team
          can’t 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 it’s 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 Now’s 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 crises.

            Who Should Attend:
            • Accountants, controllers, accounting managers, auditors (internal and external), Treasurers, CFOs, CEOs, accounts payable professionals, procure-to-pay professionals, and travel managers.
            • All Certified Public Accountants (CPAs)

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


            $9.00 each Add to cart

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

            • Credits: 1
            • Format: Self-Study Video
            • Field of Study: Accounting | Auditing
            • Author/Speaker: Mary Schaeffer
            *Content Preview
            Available Formats: 
             
             
             
            Advanced Preparation:None
            Experience Level:Overview
            Program Prerequisites:General Understanding of Accountancy
            Course ID:MS-117.22-SV
            Published Date:© October 2020
            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 in the near future, organizations need to start planning for that event. Hopefully, we’ve 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. For 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 with regard to its accounts payable function. It’s 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 sponsorship’s:
              NASBA


              $9.00 each Add to cart

              Electronic Payment Fraud Prevention and Detection

              • Credits: 1
              • Format: Self-Study Video
              • Field of Study: Auditing
              • Author/Speaker: Mary Schaeffer
              *Content Preview
              Available Formats: 
               
               
               
              Advanced Preparation:None
              Experience Level:Overview
              Program Prerequisites:General Understanding of Accountancy
              Course ID:MS-113.22-SV
              Published Date:© May 2020
              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 Now’s 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 sponsorship’s:
              NASBA

              $9.00 each Add to cart

              Fighting Fraud with the Red Flags Rule

              • Credits: 1
              •  
              • Format: Self-Study Video
              • Field of Study: Governmental Auditing
              • Author/Speaker: Michael Morgan
              *Content Preview
              Available Formats: 
               
               
               
              Advanced Preparation:None
              Experience Level:Overview
              Program Prerequisites:General Understanding of Auditing
              Course ID:MM-339.22-SV
              Published Date:© April 2019
              COURSE DESCRIPTION

              Identity theft affects 9 million per year impacting individuals and businesses by draining accounts and damaging credit often leaving people and businesses with unpaid bills. The “Red Flags” rule was established in January 2008, requiring
              businesses and organizations to implement a written Identity Theft Prevention Program. The goal is to detect warning signs “red flags” of identity theft in day-to-day operations, prevent crime, mitigate the damage inflicted through
              a Proactive approach.

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

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


                $19.00 each Add to cart

                Financial Fraud Found in the Government

                • Credits: 2
                • Format: Self-Study Video
                • Field of Study: Auditing
                • Author/Speaker: Michael Morgan
                *Content Preview
                Available Formats: 
                 
                 
                 
                Advanced Preparation:None
                Experience Level:Overview
                Program Prerequisites:General Understanding of Auditing
                Course ID:MM-333.22-SV
                Published Date:© Feb 2020
                COURSE DESCRIPTION

                The discrepancy between pay for government employees versus the private sector occasionally rationalizes the misappropriation as compensation to make salary “equal”. A manager uncovered the fraud when his bookkeeper unexpectedly missed
                a few days of work and he opened a bank statement.

                While looking through canceled checks from the statement he was shocked, made a few phone calls, and ended his upbringing as a forensic accountant. What type of fraud is this? How does fraud like this occur? What actions could have
                been used to stop this fraud? How could this have been detected during an audit? These are just a few of the questions we are going to look at and answer.

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

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


                  $9.00 each Add to cart

                  Planning for the Unexpected

                  • Credits: 1
                  • Format: Self-Study Video
                  • Field of Study: Accounting
                  • Author/Speaker: Michael Morgan
                  *Content Preview
                  Available Formats: 
                   
                   
                   
                  Advanced Preparation:None
                  Experience Level:Overview
                  Program Prerequisites:General Understanding of Accountancy
                  Course ID:MM-336.22-OD
                  Published Date:© June 2020
                  COURSE DESCRIPTION

                  The Unexpected is just that – unexpected, but that does NOT mean you can’t prepare. Establishing an emergency fund and reviewing current insurance gaps is a small piece of the plan. Together we will look at steps you can take to help
                  get you through a disaster such as a hurricane, Illness, Accident, or fire. The organization is key and checking your emotions will help you proactively prepare for the next emergency.

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

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


                    $19.00 each Add to cart

                    Rules for CPAs

                    • Credits: 2
                    • Format: Self-Study Video
                    • Field of Study: Accounting | Auditing
                    • Author/Speaker: Davis Jackson
                    *Content Preview
                    Available Formats: 
                     
                     
                     
                    Advanced Preparation:None
                    Experience Level:Overview
                    Program Prerequisites:General Understanding of Accountancy
                    Course ID:DJ-108.22-OD
                    Published Date:© April 2020
                    COURSE DESCRIPTION

                    With the complexity of a fast-paced business environment and continued emphasis by regulators on preventing and detecting improper financial reporting, it is important that CPAs remain current regarding the accounting guidance and
                    regulations affecting their daily functions and professional responsibilities. This course will consider several areas of accounting and auditing guidance and resources.

                    The FASB’s Accounting Standards Codification is the source of U.S. GAAP to be applied to nongovernmental entities. The content and organization of the Codification will be reviewed in order for CPAs to effectively access and research
                    the proper accounting standards.

                    The sections of the Sarbanes-Oxley Act addressing oversight, the Public Company Accounting Oversight Board and internal controls over financial reporting will be reviewed along with the auditing standards issued by the PCAOB. The activities
                    of the Private Company Council and the guidance issued by the Council will also be outlined.

                      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

                      SAS 117 Compliance Audits

                      • Credits: 2
                      • Format: Self-Study Video
                      • Field of Study: Auditing
                      • Author/Speaker: Michael Morgan
                      *Content Preview
                      Available Formats: 
                       
                       
                       
                      Advanced Preparation:None
                      Experience Level:Overview
                      Program Prerequisites:General Understanding of Auditing
                      Course ID:MM-334.22-SV
                      Published Date:© Mar 2020
                      COURSE DESCRIPTION

                      SAS 117 Compliance Audits Supersedes SAS No. 74. This is applicable to auditors engaged to perform a compliance audit in accordance with generally accepted auditing standards, standards for financial audits under Government Auditing
                      Standards, and a governmental audit requirement that requires an auditor to express an opinion on compliance.

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

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


                        $19.00 each Add to cart

                        The New Yellow Book

                        • Credits: 2
                        • Format: Self-Study Video
                        • Field of Study: Governmental Auditing
                        • Author/Speaker: Michael Morgan
                        *Content Preview
                        Available Formats: 
                         
                         
                         
                        Advanced Preparation:None
                        Experience Level:Overview
                        Program Prerequisites:General Understanding of Auditing
                        Course ID:MM-337.22-SV
                        Published Date:© Mar 2020
                        COURSE DESCRIPTION

                        Yellow Books provide a framework for conducting high-quality audits with competence, integrity, objectivity, and independence. Used by auditors of government entities, entities that receive government awards, and audit organizations
                        performing Yellow Book audits'.

                        The standards that are created by the Government Accountability Office (GAO) are called the Generally Accepted Governmental Auditing Standards (GAGAS). The Yellow Book is annually published by GAO of the Generally Accepted Governmental
                        Auditing Standards.

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

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


                          $9.00 each Add to cart

                          Threats to Independence

                          • Credits: 1
                          • Format: Self-Study Video
                          • Field of Study: Governmental Auditing
                          • Author/Speaker: Michael Morgan
                          *Content Preview
                          Available Formats: 
                           
                           
                           
                          Advanced Preparation:None
                          Experience Level:Overview
                          Program Prerequisites:General Understanding of Auditing
                          Course ID:MM-338.22-OD
                          Published Date:© April 2020
                          COURSE DESCRIPTION

                          The aim is to provide guidance and rules to all members in the performance of their professional responsibilities, elevate non-authoritative standards, and broaden existing guidance. Independence Standards Board issued an exposure
                          draft for a new framework for auditor independence, this Includes concepts and principles in future standards. Why Now? Confusing and contradicting guidance related to independence rules and regulations makes it applicable to public
                          companies and their auditors, and most interpretations resulted from “firefighting”.

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

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


                            $39.00 each Add to cart

                            Write-Up Services and Financial Reporting for Small Businesses

                            • Credits: 4
                            • Format: Self-Study Video
                            • Field of Study: Accounting
                            •  
                            • Author/Speaker: Sheldon Clark
                            *Content Preview
                            Available Formats: 
                             
                             
                             
                            Advanced Preparation:None
                            Experience Level:Overview
                            Program Prerequisites:Basic Understanding of Client Financial Statements, Working Knowledge of GAAP
                            Course ID:SC-125.22
                            Published Date:© August 2021

                            COURSE DESCRIPTION

                            This 4-hour webcast is designed to provide a thorough review of the importance of write-up services for small businesses as well as general topics related to appropriate GAAP financial reporting.

                            Topics include:
                            • Importance of write-up work
                            • Managing a write-up practice
                            • Planning for the engagement
                            • Establishing and expanding the write-up practice
                            • Engagement acceptance and continuance
                            • Preparing and processing of client financial reports and tax returns
                            • Developing procedures for producing reports and tax returns
                            • Quality control standards
                            • Write-up services software
                            • Appropriate working papers/documentation
                            • Overview of SSARS
                            • Explanation of relevant terminology
                            • Professional requirements
                            • Authoritative guidance
                            • Independence issues
                            • Payroll processing including after-the-fact
                            • Emphasizing the importance of write-up services within the firm
                            • Year-round service and cash flow
                            • Research materials and equipment needed for the task
                            • Various other matters

                            Learning Objectives:

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

                            • Provide the tax practitioner with successful write-up practice tips.
                            • Provide the tax practitioner with an understanding of firm requirements of software and hardware needed.
                            • Provide the tax practitioner with the tools for the preparation of financial statements and relevant tax returns.

                            Who Should Attend:
                            • All Certified Public Accountants (CPAs)
                            • Practitioners who deal with guiding clients through the accounting services and unaudited financial statement reporting

                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                            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: Self-Study Video
                            • Field of Study: Business Management
                            •  
                            • Author/Speaker: Davis Jackson
                            *Content Preview
                            Available Formats: 
                             
                             
                            Advanced Preparation:None
                            Experience Level:Overview
                            Program Prerequisites:General Understanding of Management
                            Course ID:DJ-105.22-SV
                            Published Date:© April 2020
                            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 client’s financial statements, that same firm cannot provide advice on human resources, technology, investment banking, or legal matters, although accountants may still advise on tax issues, such as establishing
                            a tax shelter. This requires the client in most cases to hire two separate firms to handle their annual accounting and financial service’s 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 sponsorship’s:
                            NASBA


                            $9.00 each Add to cart

                            Creating Value

                            • Credits: 1
                            • Format: Self-Study Video
                            • Field of Study: Business Management | Organization
                            • Author/Speaker: Frank Castillo

                            *Content Preview
                            Available Formats: 
                             
                             
                             
                            Advanced Preparation:None
                            Experience Level:Basic
                            Program Prerequisites:None
                            Course ID:FC-105.22
                            Published Date:© September 2021

                            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? We’ll 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 sponsorship’s:
                              NASBA



                              $19.00 each Add to cart

                              Disaster Plan Development

                              • Credits: 2
                              • Format: Self-Study Video
                              • Field of Study: Business Management
                              • Author/Speaker: Davis Jackson
                              *Content Preview
                              Available Formats:
                              Advanced Preparation:None
                              Experience Level:Overview
                              Program Prerequisites:General Understanding of Business Management
                              Course ID:DJ-107.22-SV
                              Published Date:© April 2020
                              COURSE DESCRIPTION

                              Ensuring the business continuity, and the continuation of critical business operations in the event of an unforeseeable disaster is a chief responsibility of an organization’s management team including its financial officer or external
                              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 that 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
                                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 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


                              $29.00 each Add to cart

                              Planning and Compliance for Complex Transactions for Business Owners

                              • Credits: 3
                              • Format: Self-Study Video
                              • Field of Study: Business Management
                              •  
                              • Author/Speaker: Art Werner
                              *Content Preview
                              Available Formats: 
                               
                               
                               
                              Advanced Preparation:None
                              Experience Level:Overview
                              Program Prerequisites:General Understanding of Business Ownership
                              Course ID:WR-353.22-SV
                              Published Date:© October 2020
                              ***Special Note: This course does not qualify for IRS Reporting!***
                              COURSE DESCRIPTION

                              Every year brings new challenges. Changes in the Code – sometimes hidden in legislation with deceptive names – Court decisions affirming the value or assuring the risk in the advice we gave three years ago – Complex transactions requiring
                              application of old law to new circumstances – All the sort of things we cover in this advanced-level program.

                              Highlights include:
                              • Federal income tax consequences of:
                              • Insolvency – Code Section 108 and Bankruptcy Code
                              • Late elections – Regulation 301.9100-2 and 3
                              • Change in Accounting methods – Code Section 446 and 481
                              • Net Operating Loss calculation, carryovers, and limitation – Code Sections 172, and 382

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

                                Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                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: Self-Study Video
                                • Field of Study: Federal Tax Update
                                • Author/Speaker: Sam Monastra
                                *Content Preview
                                Available Formats:
                                Advanced Preparation:None
                                Experience Level:Overview
                                Program Prerequisites:General Understanding of Taxation
                                Course ID:EWTFM-U-01860-22-S | 6233-CE-0574 | SM-107.22-SV
                                Published Date:© March 2015
                                COURSE DESCRIPTION

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

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

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

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

                                  $39.00 each Add to cart

                                  Advising the Individual Taxpayer with Complex Tax Affairs

                                  • Credits: 4
                                  • Format: Self-Study Video
                                  • Field of Study: Federal Tax Law
                                  •  
                                  • Author/Speaker: Art Werner
                                  *Content Preview
                                  Available Formats:
                                  Advanced Preparation:None
                                  Experience Level:Overview
                                  Program Prerequisites:General Understanding of Taxation
                                  Course ID:EWTFM-T-01861-22-O | 6233-CE-0575 | WR-354.22-SV
                                  Published Date:© September 2020
                                  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

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

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

                                    $9.00 each Add to cart

                                    All New Basis Consistency Regulations and IRS Form 8971

                                    • Credits: 1
                                    •  
                                    • Format: Self-Study Video
                                    • Field of Study: Federal Tax Law
                                    • Author/Speaker: Bradley Burnett
                                    *Content Preview
                                    Available Formats: 
                                     
                                     
                                     
                                    Advanced Preparation:None
                                    Experience Level:Overview
                                    Program Prerequisites:General Understanding of Taxation
                                    Course ID:EWTFM-T-01862-22-O | 6233-CE-0576 | BB-201.22-SV
                                    Published Date:© May 2016
                                    COURSE DESCRIPTION

                                    Breaking News!! During tax season, IRS planted a couple of nuclear bombs in its newly issued Form 8971 Basis Consistency Regulations:

                                    1. IRS’ all-new ZERO BASIS rule: If tax matters are mishandled at the estate level, the beneficiary’s basis (for income tax purposes) in an inherited asset is zero!!

                                    2. SUBSEQUENT TRANSFER rule: Any later transfer by a beneficiary (of an asset originally subject to Form 8971 reporting) itself must be reported on a newly generated Form 8971. IRS Form 8971, of course, is the controversial brand-new
                                    form IRS requires an estate to complete to report the basis of inherited assets to (IRS and) beneficiaries. Penalties for non-compliance can be financially disastrous.

                                    Where is all of this coming from? The Highway Funding Bill (P.L. 114-41) created basis mania with 3 new statutes:

                                    • New IRC §1014(f) – Heirs must use the estate tax value of assets received from an estate as their income tax basis.
                                    • New IRC §6035 – Executors must report the estate tax value of assets to IRS and heirs.
                                    • IRC §6501 – the 6-year statute of limitations (on assessment) expanded to apply where the overstatement of asset basis omits more than 25% of gross income stated on return IRS issued Form 8971 and prop/temp regs in response. There’s
                                      a whole lot to it that meets the eye and some unanswered questions to boot.

                                    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

                                    Learning Objectives:

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

                                    • 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 IRS’s new 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 sponsorship’s:
                                    NASBA
                                    IRS
                                    CTEC

                                    $9.00 each Add to cart

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

                                    • Credits: 1
                                    • Format: Self-Study Video
                                    • Field of Study: Federal Tax Law
                                    • Author/Speaker: Whitney Nash
                                    *Content Preview
                                    Available Formats:
                                    Advanced Preparation:None
                                    Experience Level:Overview
                                    Program Prerequisites:General Understanding of Self Directed 401(k)s
                                    Course ID:EWTFM-T-01863-22-O | 6233-CE-0577 | WN-201.22-SV
                                    Published Date:© March 2021
                                    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 sponsorship’s:
                                      NASBA
                                      IRS
                                      CTEC

                                      $19.00 each Add to cart

                                      Buying Selling or Gifting a Business Creatively

                                      • Credits: 2
                                      •  
                                      • Format: Self-Study Video
                                      • Field of Study: Federal Tax Update
                                      • Author/Speaker: Art Werner

                                      *Content Preview
                                      Available Formats: 
                                       
                                       
                                       
                                      Advanced Preparation:None
                                      Experience Level:Overview
                                      Program Prerequisites:General Understanding of Taxes
                                      Course ID:EWTFM-U-01867-22-S | 6233-CE-0581 | WR-364.22-SV
                                      Published Date:© May 2021
                                      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 the development of
                                      many unique business planning tools, this course explores the entrance and exit strategies available to business owners.

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

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

                                        $19.00 each Add to cart

                                        Children of All Ages Comprehensive Planning Techniques

                                        • Credits: 2
                                        • Format: Self-Study Video
                                        • Field of Study: Federal Tax Update
                                        • Author/Speaker: Shelli Huston
                                        *Content Preview
                                        Available Formats: 
                                         
                                         
                                         
                                        Advanced Preparation:None
                                        Experience Level:Overview
                                        Program Prerequisites:General Understanding of Taxation
                                        Course ID:EWTFM-U-01865-22-O | 6233-CE-0579 | SH-210.22-SV
                                        Published Date:© May 2020
                                        COURSE DESCRIPTION

                                        What qualifies a child for a tax credit, education credit, earned income credit? This being a fairly easy question, isn't always easy to answer. Just because they live with you doesn't mean they qualify. Now we have to look at many
                                        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 sponsorship’s:
                                          NASBA
                                          IRS
                                          CTEC

                                          $19.00 each Add to cart

                                          COVID-Related Tax Relief Act of 2021

                                          • Credits: 2
                                          • Format: Self-Study Video
                                          • Field of Study: Federal Tax Update
                                          • Author/Speaker: MaryJane Hourani
                                          *Content Preview
                                          Available Formats: 
                                           
                                           
                                           
                                          Advanced Preparation:None
                                          Experience Level:Overview
                                          Program Prerequisites:General Understanding of Taxation
                                          Course ID:EWTFM-U-01866-22-O | CTEC: 6233-CE-0580 | MJH-423.22-SV
                                          Published Date:© January 2021
                                          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 sponsorship’s:
                                          NASBA
                                          IRS
                                          CTEC

                                          $19.00 each Add to cart

                                          CPE for CPAs and EAs Today Post Mortem Estate Planning Primer

                                          • Credits: 2
                                          •  
                                          • Format: Self-Study Video
                                          • Field of Study: Federal Tax Law
                                          • Author/Speaker: Art Werner

                                          *Content Preview
                                          Available Formats: 
                                           
                                           
                                           
                                          Advanced Preparation:None
                                          Experience Level:Overview
                                          Program Prerequisites:General Understanding of Taxation
                                          Course ID:EWTFM-T-01868-22-S | 6233-CE-0582 | WR-365.22-SV
                                          Published Date:© June 2021
                                          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
                                            $9.00 each Add to cart

                                            Currently Not Collectible

                                            • Credits: 1
                                            • Format: Self-Study Video
                                            • Field of Study: Federal Tax Update
                                            • Author/Speaker: Charles Montecino
                                            *Content Preview
                                            Available Formats: 
                                             
                                             
                                             
                                            Advanced Preparation:None
                                            Experience Level:Overview
                                            Program Prerequisites:General Understanding of Taxation
                                            Course ID:EWTFM-U-01869-22-O | 6233-CE-0583 | CM-201.22-SV
                                            Published Date:© May 2020
                                            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, we’re 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 sponsorship’s:
                                            NASBA
                                            IRS
                                            CTEC

                                            $19.00 each Add to cart

                                            Employee Retention Credit (ERC)

                                            • Credits: 2
                                            • Format: Self-Study Video
                                            • Field of Study: Federal Tax Update
                                            • Author/Speaker: MaryJane Hourani
                                            *Content Preview
                                            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-427.22-SV
                                            Published Date:© June 2020
                                            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 as well as The American
                                            Rescue Plan Act of 2021. The course hopes to be a practical guide to interpreting the above Acts as well as 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 sponsorship’s:
                                              NASBA
                                              IRS
                                              CTEC
                                              $39.00 each Add to cart

                                              Form 1041 Everything You Never Wanted to Know

                                              • Credits: 4
                                              • Format: Self-Study Video
                                              • Field of Study: Federal Tax Law
                                              • Author/Speaker: Art Werner
                                              *Content Preview
                                              Available Formats:
                                              Advanced Preparation:None
                                              Experience Level:Overview
                                              Program Prerequisites:General Understanding of Taxation
                                              Course ID:EWTFM-T-01874-22-O | 6233-CE-0590 | WR-352.22-SV
                                              Published Date:© Oct 2020
                                              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

                                              Topics include:
                                              • Introduction 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 sponsorship’s:
                                              NASBA
                                              IRS
                                              CTEC

                                              $19.00 each Add to cart

                                              Fundamentals of Income Taxation

                                              • Credits: 2
                                              •  
                                              • Format: Self-Study Video
                                              • Field of Study: Federal Tax Law
                                              • Author/Speaker: Allison McLeod
                                              *Content Preview
                                              Available Formats: 
                                               
                                               
                                               
                                              Advanced Preparation:None
                                              Experience Level:Overview
                                              Program Prerequisites:General Understanding of Taxation
                                              Course ID:EWTFM-T-01875-22-S | 6233-CE-0591 | AM-108.22-SV
                                              Published Date:April 2022
                                              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 sponsorship’s:
                                                NASBA
                                                IRS
                                                CTEC

                                                $49.00 each Add to cart

                                                Individual Tax (The Basics)

                                                • Credits: 5
                                                • Format: Self-Study Video
                                                • Field of Study: Federal Tax Update
                                                • Author/Speaker: Mary Jane Hourani
                                                *Content Preview
                                                Available Formats: 
                                                 
                                                 
                                                 
                                                 
                                                Advanced Preparation:None
                                                Experience Level:Overview
                                                Program Prerequisites:General Understanding Taxes
                                                Course ID:EWTFM-U-01876-22-S | 6233-CE-0593
                                                Published Date:© June 2021

                                                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 taxpayer’s 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 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 sponsorship’s:
                                                  NASBA
                                                  IRS
                                                  CTEC

                                                  $9.00 each Add to cart

                                                  Inflation Reduction Act - How the Bill Impacts You

                                                  • Credits: 1
                                                  • Format: Self-Study Video
                                                  • Field of Study: Federal Tax Law
                                                  • Author/Speaker: Art Werner

                                                  *Content Preview
                                                  Available Formats:
                                                  Advanced Preparation:None
                                                  Experience Level:Basic
                                                  Program Prerequisites:None
                                                  Course ID:EWTFM-T-02018-22-S | 6233-CE-0750 | WR-378.22-SV
                                                  Published Date:September 2022
                                                  COURSE DESCRIPTION

                                                  The Inflation Reduction Act of 2022 (IRA) is a bill passed by the 117th United States Congress in August 2022 that aims to curb inflation by reducing the deficit, lowering prescription drug prices, and investing in domestic energy
                                                  production while promoting clean energy solutions. President Biden finally signed the Act into law on 16th August 2022.

                                                  This reconciliation bill has gone through two names and some significant Tax provisions will impact the upcoming planting season. This program will cover the new tax legislation embodied in the act in detail so that those attending
                                                  can adequately advise their clients if and how these various tax changes impact their individual and business planning. 

                                                  Highlights:
                                                  • 15% Corporate Tax Rate
                                                  • 1% Tax on Stock Repurchase
                                                  • Impact of Research Credit against Payroll Tax for small businesses
                                                  • Qualified Commercial Clean Vehicles
                                                  • Modifications of the New Energy Efficient Home Credit
                                                  • Extension of the ACA subsidies for household income above 400% of the poverty line
                                                  • Out-of-pocket gap for Medicare Beneficiaries
                                                  • Enhancement of IRS Enforcement…or not

                                                  Learning Objectives:

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

                                                  • Discuss how the Inflation Reduction Act of 2022 will impact clients
                                                  • Discuss the new tax legislation and how it will affect business planning

                                                  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: Self-Study Video
                                                  • Field of Study: Federal Tax Law
                                                  • Author/Speaker: Allison McLeod

                                                  *Content Preview
                                                  Available Formats: 
                                                   
                                                  Advanced Preparation:None
                                                  Experience Level:Basic 
                                                  Program Prerequisites:General Understanding of  International Transactions
                                                  Course ID:EWTFM-T-01877-22-S | 6233-CE-0594 | AM-106.22-SV
                                                  Published Date:March 2022
                                                  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 entity’s 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: Self-Study Video
                                                      • Field of Study: Federal Tax Law
                                                      • Author/Speaker: Allison McLeod
                                                      *Content Preview
                                                      Available Formats:
                                                      Advanced Preparation:None
                                                      Experience Level:Basic 
                                                      Program Prerequisites:General Understanding of International Tax
                                                      Course ID:EWTFM-T-01878-22-S | 6233-CE-0595 | AM-105.22-SV
                                                      Published Date:March 2022
                                                      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: Self-Study Video
                                                      • Field of Study: Federal Tax Law
                                                      • Author/Speaker: Mary Jane Hourani
                                                      *Content Preview
                                                      Available Formats: 
                                                       
                                                       
                                                       
                                                       
                                                      Advanced Preparation:None
                                                      Experience Level:Basic 
                                                      Program Prerequisites:General Understanding of Taxation
                                                      Course ID:EWTFM-T-01941-22-S | 6233-CE-0704 | MJH-430.V-22
                                                      Published Date:Mar 2022
                                                      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

                                                      New Developments in Estate and Gift Taxation A Look at What Has Been Introduced into Congress

                                                      • Credits: 2
                                                      • Format: Self-Study Video
                                                      • Field of Study: Federal Tax Update
                                                      • Author/Speaker: Art Werner
                                                      *Content Preview
                                                      Available Formats: 
                                                       
                                                       
                                                       
                                                      Advanced Preparation:None
                                                      Experience Level:Overview
                                                      Program Prerequisites:General Understanding of Estate and Gift Taxation
                                                      Course ID:EWTFM-U-01881-22-O | 6233-CE-0596 | WR-363.22-SV
                                                      Published Date:© April 2021
                                                      COURSE DESCRIPTION

                                                      Legislation, known as the “For the 99.5% Act”, has been introduced in the United States Congress. If passed, this legislation will create significant changes in estate and gift planning for your clients. This is a significant piece
                                                      of legislation introduced and it warrants our attention.

                                                      Art Werner will discuss this legislation to inform you how you should advise your clients in tax and non-tax estate and gift planning.

                                                      Topics include:
                                                      • The elimination of most minority interest discounts
                                                      • The elimination of many marketability discounts for passive assets
                                                      • The reduction of the estate tax exemption to $3,500,000
                                                      • The reduction of the gift tax exemption to $1,000,000
                                                      • Changes to the GST exemption and GST rules
                                                      • Estate and gift tax rate increases including a 65% rate
                                                      • Expanded conservation easements
                                                      • The practical elimination of GRATs
                                                      • Potential elimination of the ILIT under the grantor trust inclusion rule
                                                      • The new 50-year federal rule against perpetuities and the effective date rules
                                                      • How to address estates under administration when you can still elect to pay tax
                                                      • Gifts and sales to grantor trusts before enactment

                                                      Learning Objectives:

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

                                                      • Advise your clients as to how to update their estate and gift plans
                                                      • How to structure a proper generational tax strategy.

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

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

                                                      $19.00 each Add to cart

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

                                                      • Credits: 2
                                                      • Format: Self-Study Video
                                                      • Field of Study: Federal Tax Update
                                                      • Author/Speaker: Charles Montecino
                                                      *Content Preview
                                                      Available Formats: 
                                                       
                                                       
                                                       
                                                      Advanced Preparation:None
                                                      Experience Level:Overview
                                                      Program Prerequisites:General Understanding of Taxation
                                                      Course ID:EWTFM-U-01882-22-O | 6233-CE-0597 | CM-200.22-SV
                                                      Published Date:© May 2020
                                                      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 don’t have a
                                                      bank account. By not working “on the books” the IRS can’t 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 can’t 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)
                                                      • Other Tax Return Preparer (OTRP)

                                                      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: Self-Study Video
                                                      • Field of Study: Federal Tax Law
                                                      • Author/Speaker: Allison McLeod 
                                                      *Content Preview
                                                      Available Formats: 
                                                       
                                                       
                                                       
                                                      Advanced Preparation:None
                                                      Experience Level:Basic 
                                                      Program Prerequisites:General Understanding of Taxation
                                                      Course ID:EWTFM-U-01882-22-S | AM-109.22-SV
                                                      Published Date:April 2022
                                                      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

                                                        Pennsylvania Inheritance and Estate Tax Part 1 The Law

                                                        • Credits: 2
                                                        • Format: Self-Study Video
                                                        • Field of Study: State Tax
                                                        •  
                                                        • Author/Speaker: Art Werner 
                                                        *Content Preview
                                                        Available Formats: 
                                                         
                                                        Advanced Preparation:None
                                                        Experience Level:Overview
                                                        Program Prerequisites:General Understanding of Taxation
                                                        Course ID: WR-138.22-SV
                                                        Published Date:© April 2020
                                                        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 Pennsylvania Inheritance
                                                        Tax Return (PA Form 1500).

                                                        Topics include:
                                                        • Various postmortem estate planning issues involved in the preparation of the Pennsylvania Inheritance Tax Return
                                                        • Probate issues
                                                        • Non-probate issues
                                                        • Valuation issues
                                                        • Joint tenancy issues

                                                        Learning Objectives:

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

                                                        • How to prepare a Pennsylvania Inheritance Tax Return.
                                                        • Coordination with the Federal Estate Tax Return (Form 706).
                                                        • Coordination with estate administration issues.

                                                        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

                                                        Pennsylvania Inheritance and Estate Tax Part 2 Line by Line

                                                        • Credits: 2
                                                        • Format: Self-Study Video
                                                        • Field of Study: State Tax
                                                        •  
                                                        • Author/Speaker: Art Werner
                                                        *Content Preview
                                                        Available Formats: 
                                                         
                                                        Advanced Preparation:None
                                                        Experience Level:Overview
                                                        Program Prerequisites:General Understanding of Taxation
                                                        Course ID:WR-139.22-SV
                                                        Published Date:© April 2020
                                                        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 Pennsylvania Inheritance
                                                        Tax Return (PA Form 1500).

                                                        Topics include:
                                                        • Probate issues
                                                        • Non-probate issues
                                                        • Valuation issues
                                                        • Joint tenancy issues

                                                        Learning Objectives:

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

                                                        • How to prepare a Pennsylvania Inheritance Tax Return.
                                                        • Compare various postmortem estate planning issues involved in the preparation of the Pennsylvania Inheritance Tax Return.
                                                        • Coordination with the Federal Estate Tax Return (Form 706).
                                                        • Coordination with estate administration issues.

                                                        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

                                                        Planning Considerations Based Upon Potential Biden Proposals

                                                        • Credits: 2
                                                        • Format: Self-Study Video
                                                        • Field of Study: Federal Tax Update
                                                        • Author/Speaker: Art Werner
                                                        *Content Preview
                                                        Available Formats:
                                                        Advanced Preparation:None
                                                        Experience Level:Overview
                                                        Program Prerequisites:General Understanding of Taxation 
                                                        Course ID:EWTFM-U-01886-22-O | 6233-CE-0599 | WR-361.22-SV
                                                        Published Date:© Feb 2021
                                                        COURSE DESCRIPTION

                                                        As Tax Professionals, we are used to advising clients on tax planning matters. This year is no exception. However, considering all the extraordinary issues that your clients encountered in 2020 planning for this will be much more significant.
                                                        The COVID-19 crisis, financial fluctuations, and the new Biden administration necessitate coordinated financial, tax, and estate client advice.

                                                        This course will provide integrated planning ideas that will directly affect your client's 2021 planning needs.

                                                        Highlights include:
                                                        • An understanding of President Joe Biden's tax policy and proposals
                                                        • An opinion on how Congress will deal with tax changes
                                                        • How certain clients will need to deal with tax changes
                                                        • Retirement planning considerations
                                                        • Income and deduction planning ideas
                                                        • Potential Estate and Gift Tax changes and how to update a client's planning needs
                                                        • Year-end gifting ideas
                                                        • Charitable transaction planning
                                                        • Qualified Opportunity Zone planning
                                                        • Potential changes in IRC Section199A and how these changes might affect certain clients
                                                        • Potential changes in the Affordable Care Act
                                                        • Roth conversion ideas

                                                        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
                                                        $39.00 each Add to cart

                                                        Real Estate Partnership Taxation

                                                        • Credits: 4
                                                        • Format: Self-Study Video
                                                        • Field of Study: Federal Tax Update
                                                        • Author/Speaker: Sheldon Clark
                                                        *Content Preview
                                                        Available Formats: 
                                                         
                                                         
                                                         
                                                        Advanced Preparation:Access to a computer with speakers or a headset.
                                                        Experience Level:Overview
                                                        Program Prerequisites:Basic Understanding of pass-through entities, Knowledge of working with IRS regulations and rulings
                                                        Course ID:EWTFM-T-01887-22-S | 6233-CE-0600
                                                        Published Date:© August 2021

                                                        COURSE DESCRIPTION

                                                        This 4-hour webcast is designed to provide a thorough review of the unique aspects of partnership taxation. We will discuss how tax laws apply to real estate partnerships.

                                                        Topics include:
                                                        • Overview
                                                        • What constitutes a partnership?
                                                        • Advantages and disadvantages of the real estate partnership choice of entity
                                                        • Review of partnership legal and tax terminology
                                                        • Tax reporting of the partnership Form 1065
                                                        • The funding of the partnership
                                                        • Partnership basis
                                                        • Review the handling of partnership allocations
                                                        • A basic discussion of partnership termination
                                                        • Contents and value of partnership agreement
                                                        • Husband-wife business partnerships
                                                        • Real estate limited partnerships (RELP)
                                                        • Post-2017 partnership audit rules including the impact of recent developments on partnerships and partnerships
                                                        • IRC §199A qualified business income deductions
                                                        • Dispositions of real property, including installment sales and IRC §1031 exchanges
                                                        • Disguised sale disclosure Reg. §1.707-8
                                                        • Real estate partnerships with service and capital partners
                                                        • Various other matters

                                                        Learning Objectives:

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

                                                        • Provide the tax practitioner with technical skills to real estate partnerships.
                                                        • Provide the tax practitioner with an understanding of the business real estate formation.
                                                        • Provide the tax practitioner with the tools for the preparation of relevant tax returns.

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

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

                                                        $19.00 each Add to cart

                                                        Reasonable Compensation

                                                        • Credits: 2
                                                        • Format: Self-Study Video
                                                        • Field of Study: Federal Tax Law
                                                        • Author/Speaker: Mary Jane Hourani
                                                        *Content Preview
                                                        Available Formats: 
                                                         
                                                         
                                                         
                                                        Advanced Preparation:None
                                                        Experience Level:Overview
                                                        Program Prerequisites:General Understanding Taxes
                                                        Course ID:EWTFM-T-01888-22-S | 6233-CE-0601
                                                        Published Date:© August 2021

                                                        COURSE DESCRIPTION

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

                                                          Course Objectives:

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

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

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

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

                                                          Schedule K-1: What is it & What do I do with it?

                                                          • Credits: 2
                                                          • Format: Self-Study Video
                                                          • Field of Study: Federal Tax Law
                                                          •  
                                                          • Author/Speaker: Mary Jane Hourani
                                                          *Content Preview
                                                          Available Formats: 
                                                           
                                                           
                                                           
                                                           
                                                          Advanced Preparation:None
                                                          Experience Level:Overview
                                                          Program Prerequisites:General Understanding of Taxation
                                                          Course ID:EWTFM-T-01889-22-S | 6233-CE-0604
                                                          Published Date:© June 2021

                                                          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 sponsorship’s:
                                                            NASBA
                                                            IRS
                                                            CTEC
                                                            CFP
                                                            $39.00 each Add to cart

                                                            Surviving an IRS Audit Including Practice Before the U.S. Tax Court

                                                            • Credits: 4
                                                            • Format: Self-Study Video
                                                            • Field of Study: Federal Tax Update
                                                            • Author/Speaker: Sheldon Clark
                                                            *Content Preview
                                                            Available Formats: 
                                                             
                                                             
                                                              
                                                            Advanced Preparation:None
                                                            Experience Level:Basic 
                                                            Program Prerequisites:General Understanding of Taxation
                                                            Course ID:EWTFM-T-01890-22-S | SC-120.22-SV
                                                            Published Date:April 2022*
                                                            COURSE DESCRIPTION

                                                            This 4-hour webcast will provide attendees with tips and techniques when representing a client who is about to undergo an IRS audit of their various tax returns.

                                                            Topics include:
                                                            • Overview concerning dealing with the IRS
                                                            • IRS audit methodology and techniques
                                                            • What is practice before the IRS?
                                                            • Who can practice before the IRS?
                                                            • Engagement initiation and planning
                                                            • Engagement agreement when representing clients before IRS
                                                            • Rules of practice
                                                            • Return scoring
                                                            • Documentation backup and what might be requested
                                                            • Questionable treatment of reported information
                                                            • Taxpayer's Bill of Rights
                                                            • IRS practice procedures
                                                            • IRS's authority to audit returns
                                                            • IRS's summons authority
                                                            • Types of audits
                                                            • Audit reconsideration
                                                            • Audit strategies
                                                            • Appealing IRS decisions
                                                            • Taxpayer’s safeguards at an examination
                                                            • What is a POA?
                                                            • Offer in compromise
                                                            • Tax professionals' audit practice management
                                                            • Recent tax legislation ramifications
                                                            • Various related topics

                                                            Learning Objectives:

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

                                                            • Provide the tax practitioner with practical information to assist clients with surviving the dreaded IRS audit.
                                                            • Provide the tax practitioner with information for the give and take of the IRS audit.
                                                            • Provide the tax practitioner with various strategies for handling the IRS audit.
                                                            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: Self-Study Video
                                                            • Field of Study: Federal Tax Law
                                                            • Author/Speaker: Andrew Clark
                                                            *Content Preview
                                                            Available Formats: 
                                                             
                                                             
                                                             
                                                            Advanced Preparation:None
                                                            Experience Level:Overview
                                                            Program Prerequisites:General Understanding of Taxation
                                                            Course ID:EWTFM-U-01883-22-O | 6233-CE-0606 | AC-948.22-SV
                                                            Published Date:© Sep 2020
                                                            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 sponsorship’s:
                                                            NASBA
                                                            IRS
                                                            CTEC
                                                            $29.00 each Add to cart

                                                            Tax Cuts and Jobs Act Individual Tax Reform

                                                            • Credits: 3
                                                            • Format: Self-Study Video
                                                            • Field of Study: Federal Tax Law
                                                            • Author/Speaker: Andrew Clark
                                                            *Content Preview
                                                            Available Formats: 
                                                             
                                                             
                                                             
                                                            Advanced Preparation:None
                                                            Experience Level:Overview
                                                            Program Prerequisites:General Understanding of Taxation
                                                            Course ID:EWTFM-U-01885-22-O  | 6233-CE-0607 | AC-966.22-SV
                                                            Published Date:© Oct 2020
                                                            COURSE DESCRIPTION

                                                            The Tax Cuts and Jobs Act dramatically changed the U.S. Tax Code starting in the 2018 tax year. This course will provide a review of the Business Tax Reforms section of the Tax Cuts and Jobs Act bill (H.R.1).

                                                            This course will provide a summary description of all provisions referenced in this section of the Tax Cuts and Jobs Act and will identify the provisions that were changed in the Business Tax Reforms section.

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

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

                                                              Tax Implications of Cryptocurrency

                                                              • Credits: 2
                                                              • Format: Self-Study Video
                                                              • Field of Study: Federal Tax Law
                                                              • Author/Speaker: Allison McLeod
                                                              *Content Preview
                                                              Available Formats: 
                                                               
                                                               
                                                               
                                                               
                                                              Advanced Preparation:None
                                                              Experience Level:Basic
                                                              Program Prerequisites:Basic Understanding of Accountancy
                                                              Course ID:EWTFM-T-01892-22 | 6233-CE-0608 | AM-104.22-SV
                                                              Published Date:Mar 2022
                                                              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 trader’s 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: Self-Study Video
                                                              • Field of Study: Federal Tax Update
                                                              • Author/Speaker: Allison McLeod

                                                              *Content Preview
                                                              Available Formats: 
                                                               
                                                               
                                                               
                                                              Advanced Preparation:None
                                                              Experience Level:Basic 
                                                              Program Prerequisites:General Understanding of Taxes
                                                              Course ID:EWTFM-U-02007-22-S | 6233-CE-0736 | AM-122.22-SV
                                                              Published Date:April 2022
                                                              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: Self-Study Video
                                                              • Field of Study: Federal Tax Law
                                                              • Author/Speaker: Allison Mcleod

                                                              *Content Preview
                                                              Available Formats: 
                                                               
                                                               
                                                               
                                                              Advanced Preparation:None
                                                              Experience Level:Overview
                                                              Program Prerequisites:General Understanding of Taxes
                                                              Course ID:EWTFM-T-01894-22-S | 6233-CE-0609 | AM-115.22-SV
                                                              Published Date:April 2022
                                                              COURSE DESCRIPTION

                                                              This seminar will introduce the process of 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
                                                              concerning 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: Self-Study Video
                                                                • Field of Study: Federal Tax Law
                                                                • Author/Speaker: MaryJane Hourani
                                                                *Content Preview
                                                                Available Formats: 
                                                                 
                                                                 
                                                                 
                                                                Advanced Preparation:None
                                                                Experience Level:Overview
                                                                Program Prerequisites:General Understanding of Taxation
                                                                Course ID:EWTFM-T-01897-22-O | 6233-CE-0610 | MJH-420.22-SV
                                                                Published Date:© Dec 2020
                                                                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.

                                                                This course will discuss the taxation of the Cannabis Industry and provide a general overview of relevant Internal Revenue Code (I.R.C.) sections, Chief Counsel guidance as well as pertinent Court Cases.

                                                                Topics include:
                                                                • 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 sponsorship’s:
                                                                  NASBA
                                                                  IRS
                                                                  CTEC
                                                                  $9.00 each Add to cart

                                                                  TCJA Series Understanding the New Pass-Through Entity Rules

                                                                  • Credits: 1
                                                                  • Format: Self-Study Video
                                                                  • Field of Study: Federal Tax Update
                                                                  • Author/Speaker: Art Werner
                                                                  *Content Preview
                                                                  Available Formats: 
                                                                   
                                                                   
                                                                   
                                                                  Advanced Preparation:None
                                                                  Experience Level:Overview
                                                                  Program Prerequisites:General Understanding of Taxation
                                                                  Course ID:EWTFM-U-01907-22-O | 6233-CE-0613 | WR-337.22-SV
                                                                  Published Date:© June 2018
                                                                  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 course, we will discuss these changes
                                                                  and the effect on businesses.

                                                                  Topics include:
                                                                  • C Corporation Tax changes
                                                                  • Pass-Through Entities
                                                                  • Non-SSTB Calculations

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

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

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

                                                                    • Credits: 1
                                                                    • Format: OnDemand® Webinar
                                                                    • Field of Study: Federal Tax Update
                                                                    • Author/Speaker: Art Werner
                                                                    *Content Preview
                                                                    Available Formats: 
                                                                     
                                                                     
                                                                     
                                                                    Advanced Preparation:None
                                                                    Experience Level:Overview
                                                                    Program Prerequisites:General Understanding of Taxation
                                                                    Course ID:EWTFM-U-01906-22-O | 6233-CE-0612 | WR-335.22-SV
                                                                    Published Date:© June 2018
                                                                    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.

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

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

                                                                      Terrific Tax Planning Ideas of 2021 Considering Anticipated Changes

                                                                      • Credits: 2
                                                                      • Format: Self-Study Video
                                                                      • Field of Study: Federal Tax Law
                                                                      • Author/Speaker: Art Werner | Anthony Rocca
                                                                      Available Formats:
                                                                      Advanced Preparation:None
                                                                      Experience Level:Overview
                                                                      Program Prerequisites:Basic Understanding of Taxation, Financial Planning, and Estate Planning
                                                                      Course ID:EWTFM-T-01908-22-S | 6233-CE-0680 |WR-368.22-SV
                                                                      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

                                                                      The ABCs of Advisory Services

                                                                      • Credits: 2
                                                                      • Format: Self-Study Video
                                                                      • Field of Study: Federal Tax Law
                                                                      • Author/Speaker: Art Werner

                                                                      *Content Preview
                                                                      Available Formats: 
                                                                       
                                                                       
                                                                       
                                                                      Advanced Preparation:None
                                                                      Experience Level:Overview
                                                                      Program Prerequisites:General Understanding 
                                                                      Course ID:EWTFM-T-01899-22-S | 6233-CE-0615 | WR-373.22-SV
                                                                      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: Self-Study Video
                                                                      • Field of Study: Federal Tax Update
                                                                      • Author/Speaker: Art Werner
                                                                      *Content Preview
                                                                      Available Formats: 
                                                                       
                                                                       
                                                                       
                                                                      Advanced Preparation:None
                                                                      Experience Level:Overview
                                                                      Program Prerequisites:General Understanding of Taxation
                                                                      Course ID:EWTFM-U-01898-22-O | 6233-CE-0616 | WR-362.22-SV
                                                                      Published Date:© March 2021
                                                                      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 sponsorship’s:
                                                                        NASBA
                                                                        IRS
                                                                        CTEC
                                                                        $39.00 each Add to cart

                                                                        The Complete Guide to New York Death Taxation

                                                                        • Credits: 4
                                                                        • Format: Self-Study Video
                                                                        • Field of Study: Federal Tax Law
                                                                        • Author/Speaker: Art Werner

                                                                        *Content Preview
                                                                        Available Formats:
                                                                        Advanced Preparation:None
                                                                        Experience Level:Basic
                                                                        Program Prerequisites:General Understanding of Taxation
                                                                        Course ID:EWTFM-T-02019-22-S | 6233-CE-0751 | WR-379.22-SV
                                                                        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
                                                                        $19.00 each Add to cart

                                                                        The Essentials of Fringe Benefits Planning

                                                                        • Credits: 2
                                                                        • Format: Self-Study Video
                                                                        • Field of Study: Federal Tax Law
                                                                        • Author/Speaker: Art Werner
                                                                        *Content Preview
                                                                        Available Formats: 
                                                                         
                                                                         
                                                                         
                                                                         
                                                                        Advanced Preparation:None
                                                                        Experience Level:Overview
                                                                        Program Prerequisites:General Understanding of Taxation
                                                                        Course ID:EWTFM-T-01903-22-S | 6233-CE-0617
                                                                        Published Date:© September 2021

                                                                        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 client’s business and personal needs. There are a variety of tools and techniques
                                                                        to meet a client’s 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 sponsorship’s:
                                                                          NASBA
                                                                          IRS
                                                                          CTEC

                                                                          $19.00 each Add to cart

                                                                          The New Form 7203 and How to calculate Shareholder Basis

                                                                          • Credits: 2
                                                                          • Format: Self-Study Video
                                                                          • Field of Study: Taxation
                                                                          • Author/Speaker: Mary Jane Hourani
                                                                          *Content Preview
                                                                          Available Formats: 
                                                                           
                                                                           
                                                                           
                                                                           
                                                                          Advanced Preparation:None
                                                                          Experience Level:Overview
                                                                          Program Prerequisites:General Understanding of Taxation
                                                                          Course ID:EWTFM-T-01913-22-S | 6233-CE-0681
                                                                          Published Date:Jan 2022

                                                                          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 sponsorship’s:
                                                                            NASBA
                                                                            IRS
                                                                            CTEC
                                                                            $9.00 each Add to cart

                                                                            The Nuts and Bolts of IRC Section 1031 Exchanges

                                                                            • Credits: 1
                                                                            • Format: Self-Study Video
                                                                            • Field of Study: Federal Tax Update
                                                                            • Author/Speaker: Shelli Huston
                                                                            *Content Preview
                                                                            Available Formats: 
                                                                             
                                                                             
                                                                             
                                                                            Advanced Preparation:None
                                                                            Experience Level:Overview
                                                                            Program Prerequisites:General Understanding of Taxation
                                                                            Course ID:EWTFM-U-01872-22-S | 6233-CE-0588 | SH-208.22-SV
                                                                            Published Date:© Dec 2018
                                                                            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: Self-Study Video
                                                                              • Field of Study: Federal Tax Law
                                                                              • Author/Speaker: Art Werner
                                                                              *Content Preview
                                                                              Available Formats: 
                                                                               
                                                                               
                                                                               
                                                                              Advanced Preparation:None
                                                                              Experience Level:Overview
                                                                              Program Prerequisites:General Understanding of Taxation
                                                                              Course ID:EWTFM-T-01909-22-S | 6233-CE-0618
                                                                              Published Date:© August 2021

                                                                              COURSE DESCRIPTION

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

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

                                                                              Learning Objectives:

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

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

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

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

                                                                              $19.00 each Add to cart

                                                                              The Tax Practitioners Guide to Estate Administrations

                                                                              • Credits: 2
                                                                              • Format: Self-Study Video
                                                                              • Field of Study: Federal Tax Law
                                                                              • Author/Speaker: Art Werner
                                                                              *Content Preview
                                                                              Available Formats: 
                                                                               
                                                                               
                                                                               
                                                                              Advanced Preparation:None
                                                                              Experience Level:Overview
                                                                              Program Prerequisites:Basic Understanding of Taxation
                                                                              Course ID:EWTFM-T-01900-22-S | 6233-CE-0680 | WR-367.22-SV
                                                                              Published Date:November 2022
                                                                              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
                                                                              $9.00 each Add to cart

                                                                              Travel and Entertainment Best Practices to Ensure Compliance with IRS Regulations

                                                                              • Credits: 1
                                                                              • Format: Self-Study Video
                                                                              • Field of Study: Federal Tax Law
                                                                              • Author/Speaker: Mary Schaeffer
                                                                              *Content Preview
                                                                              Available Formats: 
                                                                               
                                                                               
                                                                               
                                                                              Advanced Preparation:None
                                                                              Experience Level:Overview
                                                                              Program Prerequisites:General Understanding of Taxation
                                                                              Course ID:EWTFM-T-01880-22-S | 6233-CE-0619 | MS-115.22-SV
                                                                              Published Date:© Apr 2019
                                                                              COURSE DESCRIPTION

                                                                              Complying with IRS Regs regarding expense reimbursements just got a whole lot harder. Organizations everywhere are eyeing the bottom line and insisting on rigid travel and entertainment policy compliance. The IRS is taking an equally
                                                                              harsh stance tightening the rules. Compliance must now be not only with the company policies but also with IRS rules. Otherwise, you could end up answering not only the CFO but also the IRS–and that can be truly ugly.

                                                                                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 IRAs and Qualified Retirement Plans After the Secure Act

                                                                                • Credits: 2
                                                                                • Format: Self-Study Video
                                                                                • Field of Study: Federal Tax Law
                                                                                • Author/Speaker: Art Werner
                                                                                *Content Preview
                                                                                Available Formats: 
                                                                                 
                                                                                 
                                                                                 
                                                                                Advanced Preparation:None
                                                                                Experience Level:Overview
                                                                                Program Prerequisites:General Understanding of Taxation
                                                                                Course ID:EWTFM-T-01910-22-O | 6233-CE-0620 | WR-355.22-SV
                                                                                Published Date:© Oct 2020
                                                                                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 Secure 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 sponsorship’s:
                                                                                  NASBA
                                                                                  IRS
                                                                                  CTEC
                                                                                  $19.00 each Add to cart

                                                                                  Understanding the Entities Planning and Compliance

                                                                                  • Credits: 2
                                                                                  • Format: Self-Study Video
                                                                                  • Field of Study: Federal Tax Update
                                                                                  • Author/Speaker: Art Werner
                                                                                  *Content Preview
                                                                                  Available Formats: 
                                                                                   
                                                                                   
                                                                                   
                                                                                  Advanced Preparation:None
                                                                                  Experience Level:Overview
                                                                                  Program Prerequisites:General Understanding of Taxation
                                                                                  Course ID:EWTFM-U-01904-22-O | 6233-CE-0621| WR-346.22-SV
                                                                                  Published Date:© May 2020
                                                                                  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 sponsorship’s:
                                                                                    NASBA
                                                                                    IRS
                                                                                    CTEC
                                                                                    $19.00 each Add to cart

                                                                                    Understanding Trusts Leveling the Playing Field

                                                                                    • Credits: 2
                                                                                    • Format: Self-Study Video
                                                                                    • Field of Study: Federal Tax Update
                                                                                    • Author/Speaker: Anthony Rocca
                                                                                    *Content Preview
                                                                                    Available Formats: 
                                                                                     
                                                                                     
                                                                                     
                                                                                    Advanced Preparation:None
                                                                                    Experience Level:Overview
                                                                                    Program Prerequisites:General Understanding of Taxation
                                                                                    Course ID:EWTFM-U-01912-22-S | 6233-CE-0623 | WR-103.22-SV
                                                                                    Published Date:© June 2013
                                                                                    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


                                                                                      $19.00 each Add to cart

                                                                                      Advanced Googling for Accountants

                                                                                      • Credits: 2
                                                                                      • Format: Self-Study Video
                                                                                      • Field of Study: Specialized Knowledge
                                                                                      • Author/Speaker: Garrett Wasny
                                                                                      *Content Preview
                                                                                      Available Formats:
                                                                                      Advanced Preparation:None
                                                                                      Experience Level:Basic 
                                                                                      Program Prerequisites:General Understanding of Search Engines
                                                                                      Course ID:GW-201.22-SV
                                                                                      Published Date:May 2022
                                                                                      COURSE DESCRIPTION

                                                                                      This course provides a concise overview of how accountants can instantly and dramatically improve their Google search skills. Discover how to use the search service to spot opportunities and threats in your enterprise landscape earlier
                                                                                      and faster, improve your research tactics as a trusted business advisor, slice through the endless online static and distractions, and interpret search results related to accounting in their proper context.

                                                                                      You'll walk away with scores of practical and proven online discovery lessons that can be immediately applied, deliver instant results and serve you forever in both your professional and personal life.

                                                                                      Topics include:
                                                                                      • Getting Google Ready
                                                                                      • Google Mobile Tools
                                                                                      • Google Personalization and Optimization
                                                                                      • Google Eyes and Ears: How Google Can Literally Read, Hear and See You
                                                                                      • Googling to Your Own Devices: How Results Vary by Computer
                                                                                      • Hiding in Plain Sight: What You’re Missing on the Google Results Page
                                                                                      • Google Sweet Talk
                                                                                      • Power Search Tools
                                                                                      • Google Verticals
                                                                                      • How to Be a Google Super Hero: Three Key Strategies

                                                                                      Learning Objectives:

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

                                                                                      • Transform Google into your backup brain, robot assistant, and ambient sidekick.
                                                                                      • Compose advanced search queries that generate more relevant results.
                                                                                      • Discover literally 10x more information that’s hiding in plain sight on the Google search results page
                                                                                      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

                                                                                      CPE for CPA Today Estate Planning

                                                                                      • Credits: 1
                                                                                      • Format: Self-Study Video
                                                                                      • Field of Study: Specialized Knowledge
                                                                                      • Author/Speaker: Art Werner

                                                                                      *Content Preview
                                                                                      Available Formats:
                                                                                      Advanced Preparation:None
                                                                                      Experience Level:Basic
                                                                                      Program Prerequisites:General Understanding of Management
                                                                                      Course ID:WR-131.22-SV
                                                                                      Published Date:April 2022
                                                                                      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


                                                                                      $9.00 each Add to cart

                                                                                      CPE for CPA Today How to Select a Fiduciary

                                                                                      • Credits: 1
                                                                                      • Format: Self-Study Video
                                                                                      • Field of Study: Specialized Knowledge
                                                                                      • Author/Speaker: Art Werner
                                                                                      *Content Preview
                                                                                      Available Formats: 
                                                                                       
                                                                                       
                                                                                      Advanced Preparation:None
                                                                                      Experience Level:Overview
                                                                                      Program Prerequisites:General Understanding of Management
                                                                                      Course ID:WR-136.22-SV
                                                                                      Published Date:© Mar 2020
                                                                                      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. Knowing your clients' background will help you address their needs and concerns so when
                                                                                      you put a financial plan together with them or advise them of potential asset protections this may both you and your client will have a clearer understanding.

                                                                                        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

                                                                                        CPE for CPA Today Planning for Disability

                                                                                        • Credits: 1
                                                                                        • Format: Self-Study Video
                                                                                        • Field of Study: Specialized Knowledge
                                                                                        • Author/Speaker: Art Werner
                                                                                        *Content Preview
                                                                                        Available Formats: 
                                                                                         
                                                                                        Advanced Preparation:None
                                                                                        Experience Level:Overview
                                                                                        Program Prerequisites:General Understanding of Management
                                                                                        Course ID:WR-132.22-SV
                                                                                        Published Date:© Feb 2020
                                                                                        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

                                                                                          CPE for CPA Today Traps and Pitfalls in the Estate Planning Process

                                                                                          • Credits: 1
                                                                                          • Format: Self-Study Video
                                                                                          • Field of Study: Specialized Knowledge
                                                                                          • Author/Speaker: Art Werner | Anthony Rocca
                                                                                          *Content Preview
                                                                                          Available Formats: 
                                                                                          Advanced Preparation:None
                                                                                          Experience Level:Overview
                                                                                          Program Prerequisites:General Understanding of Management
                                                                                          Course ID:WR-135.22-SV
                                                                                          Published Date:© April 2020
                                                                                          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

                                                                                            CPE for CPA Today Trusts Living Wills POAs and Tax Considerations

                                                                                            • Credits: 1
                                                                                            • Format: Self-Study Video
                                                                                            • Field of Study: Specialized Knowledge
                                                                                            • Author/Speaker: Art Werner | Anthony Rocca 
                                                                                            *Content Preview
                                                                                            Available Formats: 
                                                                                            Advanced Preparation:None
                                                                                            Experience Level:Overview
                                                                                            Program Prerequisites:General Understanding of Management
                                                                                            Course ID:WR-133.22-SV
                                                                                            Published Date:© April 2020
                                                                                            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

                                                                                              Estate, Gift, and Income Tax Planning for Real Estate

                                                                                              • Credits: 2
                                                                                              • Format: Self-Study Video
                                                                                              • Field of Study:Specialized knowledge
                                                                                              • Author/Speaker: Art Werner

                                                                                              * Preview not available until after first air date.
                                                                                              *Content Preview
                                                                                              Available Formats:
                                                                                              Advanced Preparation:None
                                                                                              Experience Level:Basic
                                                                                              Program Prerequisites:General Understanding of Estate Taxes
                                                                                              Course ID:EWTFM-U-02014-22-S | 6233-CE-0745 | WR-377.22-SV
                                                                                              Published Date:© June 2022

                                                                                              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

                                                                                              $19.00 each Add to cart

                                                                                              Everything that you Need to Know About Portability

                                                                                              • Credits: 2
                                                                                              • Format: Self-Study Video
                                                                                              • Field of Study: Specialized knowledge
                                                                                              • Author/Speaker: Art Werner

                                                                                              *Content Preview
                                                                                              Available Formats:
                                                                                              Advanced Preparation:None
                                                                                              Experience Level:Basic
                                                                                              Program Prerequisites:General Understanding of Estate Taxes
                                                                                              Course ID:WR-376.22-SV
                                                                                              Published Date:© June 2022
                                                                                              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 the “last 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



                                                                                              $19.00 each Add to cart

                                                                                              How Technology is Impacting the Accounting Profession

                                                                                              • Credits: 2
                                                                                              • Format: Self-Study Video
                                                                                              • Field of Study: Specialized Knowledge
                                                                                              • Author/Speaker: Garrett Wasny
                                                                                              *Content Preview
                                                                                              Available Formats:
                                                                                              Advanced Preparation:None
                                                                                              Experience Level:Basic
                                                                                              Program Prerequisites:General Understanding of Technology
                                                                                              Course ID:GW-202.22-SV
                                                                                              Published Date:May 2022
                                                                                              COURSE DESCRIPTION

                                                                                              This course provides a concise overview of the leading technologies and economic forces reshaping the accounting profession and how accountants are using new digital business models to thrive in the face of rapid and seismic change.

                                                                                              Discover how accountants—once largely enterprise passengers and navigators — are elevating their role using cyber tools and becoming pilots of global business. You'll walk away with a simple yet effective game plan to keep up with
                                                                                              exploding digital transformation and translate technology ambitions into practical reality.

                                                                                              Topics include:
                                                                                              • Key technology trends in accounting
                                                                                              • The SMAC-down (social, mobile, analytics and cloud) of the profession
                                                                                              • A new generation of online accounting services
                                                                                              • Emerging cyber business models
                                                                                              • How to embrace the new normal and thrive in the face of technology change

                                                                                              Learning Objectives:

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

                                                                                              • Examine the impact of cyber applications and digital transformation on accountants.
                                                                                              • Explore the major shift in accounting away from historical reporting and compliance functions towards more forward-thinking and value-added services.
                                                                                              • Review a new generation of web-based accounting business models that are driving innovation and redefining the roles and revenue streams of practitioners.


                                                                                              Who Should Attend:
                                                                                              • Practitioners who want to step up their technology game and explore a swirl of innovation, strategy, and data opportunities in today's hyper-connected global marketplace.
                                                                                              • 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

                                                                                              Information Security Basic Safeguards for Practitioners

                                                                                              • Credits: 1
                                                                                              • Format: Self-Study Video
                                                                                              • Field of Study: Federal Tax Law
                                                                                              •  
                                                                                              • Author/Speaker: Andrew Clark

                                                                                              *Content Preview
                                                                                              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-964.22-SV
                                                                                              Published Date:April 2022
                                                                                              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 client’s information by protecting their computers, and networks, and taking some simple safety approaches.
                                                                                              This course will define information security, describe the numerous types of threats that exist today and define how to protect your computer systems and networks to keep client data safe.

                                                                                              Learning Objectives:

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

                                                                                              • 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


                                                                                              $19.00 each Add to cart

                                                                                              IRS Internet Resources for Accountants

                                                                                              • Credits: 2
                                                                                              • Format: Self-Study Video
                                                                                              • Field of Study: Specialized Knowledge
                                                                                              • Author/Speaker: Garrett Wasny
                                                                                              *Content Preview
                                                                                              Available Formats: 
                                                                                               
                                                                                               
                                                                                               
                                                                                               
                                                                                              Advanced Preparation:None
                                                                                              Experience Level:Basic 
                                                                                              Program Prerequisites:General Understanding of Technology
                                                                                              Course ID:GW-203.22-SV
                                                                                              Published Date:Jan 2022
                                                                                              COURSE DESCRIPTION

                                                                                              The course provides a concise overview of the Internet services offered by the Internal Revenue Service or IRS, the tax agency of the United States federal government. Discover scores of little-known but highly valuable IRS resources
                                                                                              including electronic wizards, mobile apps, online payment systems, calculators and estimators, tax calendars, advocacy services, whistle-blower awards, social media, privacy guides, job opportunities, e-books, newsletters, and
                                                                                              much more.

                                                                                              You'll walk away with a whole new appreciation for the IRS and a huge treasure trove of digital tools that can sharpen and accelerate your tax workflow.

                                                                                              Topics include:
                                                                                              • IRS.gov Website Update
                                                                                              • Key Search Filters
                                                                                              • Hidden IRS Cyber Resources
                                                                                              • Forms and Publications
                                                                                              • Electronic Filing
                                                                                              • Payment Systems
                                                                                              • Refund Tracking
                                                                                              • Online Tools
                                                                                              • Online Estimators and Calculators
                                                                                              • Assistance Services
                                                                                              • Affordable Care Act Tax Provisions
                                                                                              • Foreign Account Tax Compliant Act
                                                                                              • Identity Protection and Tax Fraud Alerts
                                                                                              • Professional Development and Accreditation
                                                                                              • Tax Statistics
                                                                                              • Social Media
                                                                                              • IRS Jobs and Careers
                                                                                              • IRS Strategic Plan
                                                                                              • Third-Party IRS Resources

                                                                                              Learning Objectives:

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

                                                                                              • Highlight scores of IRS online resources and apps that can help accountants in every stage of their tax workflow.
                                                                                              • Navigate the entire IRS website with more authority and confidence.
                                                                                              • Improve how you research constantly changing IRS tax rules that are getting ever more complicated and specialized.
                                                                                              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

                                                                                              Protecting your Clients Against Identity Theft Investment Fraud and Consumer Fraud

                                                                                              • Credits: 2
                                                                                              • Format: Self-Study Video
                                                                                              • Field of Study: Specialized Knowledge
                                                                                              • Author/Speaker: Michael Morgan
                                                                                              *Content Preview
                                                                                              Available Formats:
                                                                                              Advanced Preparation:None
                                                                                              Experience Level:Overview
                                                                                              Program Prerequisites:General Understanding of Management
                                                                                              Course ID:EWTFM-T-01893-22-O | 6233-CE-0629 | MM-341.22-OD
                                                                                              Published Date:© April 2020
                                                                                              COURSE DESCRIPTION

                                                                                              The cost of fraud is growing rapidly and affects not just the victims but all of us. For example, fraud is responsible for 10% of all health care expense, the cost to consumers is $75 - $130 billion each year, 13% of credit card sales
                                                                                              result in fraud loss, 200 million shoplifting incidents each year cost $12 billion, food stamp fraud costs $240 million each year, telephone fraud exceeds $10 billion/yr., and telemarketing scams exceed $40 billion/yr.

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

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

                                                                                                XBRL Revolutionizing Financial Reporting

                                                                                                • Credits: 2
                                                                                                • Format: Self-Study Video
                                                                                                • Field of Study: Specialized Knowledge
                                                                                                • Author/Speaker: Davis Jackson
                                                                                                *Content Preview
                                                                                                Available Formats: 
                                                                                                 
                                                                                                 
                                                                                                Advanced Preparation:None
                                                                                                Experience Level:Overview
                                                                                                Program Prerequisites:General Understanding of Management
                                                                                                Course ID:DJ-121.22-SV
                                                                                                Published Date:© Feb 2020
                                                                                                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


                                                                                                $99.00 each Add to cart

                                                                                                A Basic Ethics Guidebook for Colorado CPAs

                                                                                                • Credits: 4
                                                                                                • Format: Self-Study Video
                                                                                                • Field of Study: Ethics
                                                                                                • Author/Speaker: Allison McLeod

                                                                                                *Content Preview
                                                                                                Available Formats:
                                                                                                Advanced Preparation:None
                                                                                                Experience Level:Basic 
                                                                                                Program Prerequisites:General Understanding of Ethics
                                                                                                Course ID:AM-121.22-SV
                                                                                                Published Date:April 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 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

                                                                                                2022-23 ETHICS FOR WASHINGTON CPAS

                                                                                                • Credits: 4
                                                                                                • Format: Self-Study Video
                                                                                                • Field of Study: Regulatory Ethics
                                                                                                • Author/Speaker: Allison McLeod
                                                                                                *Content Preview
                                                                                                Available Formats:
                                                                                                Advanced Preparation:None
                                                                                                Experience Level:Overview
                                                                                                Program Prerequisites:N/A
                                                                                                Course ID:AM-116.23-SV
                                                                                                Published Date:Registered for 2023
                                                                                                COURSE DESCRIPTION

                                                                                                A CPA is challenged in today’s work world not only to 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 tax laws. 
                                                                                                In balancing the two claims, 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 Washington Rules & 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 the loss of a job or client.
                                                                                                • To review and discuss the AICPA Code of Professional Conduct and the Washington 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 employed in education or government accounting or auditing.
                                                                                                • This course discusses the Washington Statutes and Rules that pertain to CPAs licensed to practice in the state of Washington. Students will become familiar with the Washington 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
                                                                                                  • 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
                                                                                                • Firms
                                                                                                  • 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 Arizona CPAs

                                                                                                • Credits: 4
                                                                                                • Format: Self-Study Video
                                                                                                • Field of Study: Ethics
                                                                                                • Author/Speaker: 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


                                                                                                $99.00 each Add to cart

                                                                                                A Basic Ethics Guidebook for Connecticut CPAs

                                                                                                • Credits: 4
                                                                                                • Format: Self-Study Video
                                                                                                • Field of Study: Regulatory Ethics
                                                                                                • Author/Speaker: Allison McLeod

                                                                                                *Content Preview
                                                                                                Available Formats: 
                                                                                                 
                                                                                                 
                                                                                                 
                                                                                                Advanced Preparation:None
                                                                                                Experience Level:Basic 
                                                                                                Program Prerequisites:General Understanding of Ethics
                                                                                                Course ID:AM-123.22-SV
                                                                                                Published Date:April 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 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 FLORIDA CPAs

                                                                                                • Credits: 4
                                                                                                • Format: Self-Study Video
                                                                                                • Field of Study: Ethics
                                                                                                • Author/Speaker: Allison McLeod
                                                                                                *Content Preview
                                                                                                Available Formats: 
                                                                                                 
                                                                                                 
                                                                                                Advanced Preparation:None
                                                                                                Experience Level:Overview
                                                                                                Program Prerequisites:General Understanding of Ethics
                                                                                                Course ID:FL-0025579 | AM-110.22-SV
                                                                                                Published Date:April 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 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 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, and 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:
                                                                                                  1. CPAs who provide assurance, attest, or compilation services.
                                                                                                  2. 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 sponsorship’s:
                                                                                                    NASBA

                                                                                                    $99.00 each Add to cart

                                                                                                    A Basic Ethics Guidebook for Minnesota CPAs

                                                                                                    • Credits: 4
                                                                                                    • Format: Self-Study Video
                                                                                                    • Field of Study: Ethics
                                                                                                    • Author/Speaker: Allison McLeod

                                                                                                    *Content Preview
                                                                                                    Available Formats: 
                                                                                                     
                                                                                                     
                                                                                                     
                                                                                                    Advanced Preparation:None
                                                                                                    Experience Level:Basic 
                                                                                                    Program Prerequisites:General Understanding of Ethics
                                                                                                    Course ID:AM-124.22-SV
                                                                                                    Published Date:April 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 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: Self-Study Video
                                                                                                    • Field of Study: Regulatory Ethics
                                                                                                    • Author/Speaker: Allison McLeod

                                                                                                    *Content Preview
                                                                                                    Available Formats: 
                                                                                                     
                                                                                                     
                                                                                                     
                                                                                                    Advanced Preparation:None
                                                                                                    Experience Level:Basic
                                                                                                    Program Prerequisites:General Understanding of Ethics
                                                                                                    Course ID:AM-125.22-SV
                                                                                                    Published Date:April 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, 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: Self-Study Video
                                                                                                    • Field of Study: Regulatory Ethics
                                                                                                    • Author/Speaker: Allison McLeod

                                                                                                    *Content Preview
                                                                                                    Available Formats: 
                                                                                                     
                                                                                                     
                                                                                                     
                                                                                                    Advanced Preparation:None
                                                                                                    Experience Level:Basic 
                                                                                                    Program Prerequisites:General Understanding of Ethics
                                                                                                    Course ID:AM-126.22-SV
                                                                                                    Published Date:April 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 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: Self-Study Video
                                                                                                    • Field of Study: Regulatory Ethics
                                                                                                    • Author/Speaker: Allison McLeod

                                                                                                    *Content Preview
                                                                                                    Available Formats: 
                                                                                                     
                                                                                                     
                                                                                                     
                                                                                                     
                                                                                                    Advanced Preparation:None
                                                                                                    Experience Level:Basic
                                                                                                    Program Prerequisites:General Understanding of Ethics
                                                                                                    Course ID:AM-127.22-SV
                                                                                                    Published Date:April 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 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


                                                                                                    $99.00 each Add to cart

                                                                                                    A CPAs Guidebook for Ethical Behavior A CPE Ethics Course for Texas CPAs

                                                                                                    • Credits: 4
                                                                                                    • Format: Self-Study Video
                                                                                                    • Field of Study: Ethics
                                                                                                    • Author/Speaker: Allison McLeod

                                                                                                    *Content Preview
                                                                                                    Available Formats: 
                                                                                                     
                                                                                                     
                                                                                                     
                                                                                                     
                                                                                                    Advanced Preparation:None
                                                                                                    Experience Level:Basic
                                                                                                    Program Prerequisites:General Understanding of Ethics
                                                                                                    Course ID:AM-103.22-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 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)
                                                                                                    • 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

                                                                                                    Circular 230 Guide to Ethics

                                                                                                    • Credits: 2
                                                                                                    • Format: Self-Study Video
                                                                                                    • Field of Study: Federal Tax Ethics
                                                                                                    • Author/Speaker: Shelli Huston / Art Werner
                                                                                                    *Content Preview
                                                                                                    Available Formats:
                                                                                                    Advanced Preparation:None
                                                                                                    Experience Level:Overview
                                                                                                    Program Prerequisites:General Understanding of Ethics
                                                                                                    Course ID:EWTFM-E-01901-22-O | 6233-CE-0625 | SH-212.23-SV
                                                                                                    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
                                                                                                    $49.00 each Add to cart

                                                                                                    Ethics for California CPAs

                                                                                                    • Credits: 2
                                                                                                    • Format: Self-Study Video
                                                                                                    • Field of Study: Regulatory Ethics
                                                                                                    • Author/Speaker: Allison McLeod

                                                                                                    *Content Preview
                                                                                                    Available Formats:
                                                                                                    Advanced Preparation:None
                                                                                                    Experience Level:Basic
                                                                                                    Program Prerequisites:General Understanding of Ethics
                                                                                                    Course ID:AM-119.22-SV | 6233-CE-0735
                                                                                                    Published Date:April 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 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
                                                                                                    $24.00 each Add to cart

                                                                                                    Ethics Tax Practice and the Cannabis Industry

                                                                                                    • Credits: 1
                                                                                                    • Format: Self-Study Video
                                                                                                    • Field of Study: Federal Tax Ethics
                                                                                                    • Author/Speaker: MaryJane Hourani
                                                                                                    *Content Preview
                                                                                                    Available Formats:
                                                                                                    Advanced Preparation:None
                                                                                                    Experience Level:Overview
                                                                                                    Program Prerequisites:General Understanding of Ethics
                                                                                                    Course ID:EWTFM-E-01896-22-O | 6233-CE-0626 | MJH-421.23-SV
                                                                                                    Published Date:Registered for 2023
                                                                                                    ***SPECIAL NOTE: This course will not cover EAs Circular 230 Requirement. Also, this course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following states: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY ***
                                                                                                    COURSE 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, bediscussed.

                                                                                                    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: Self-Study Video
                                                                                                    • Field of Study: Regulatory Ethics
                                                                                                    • Author/Speaker: Frank Castillo

                                                                                                    *Content Preview
                                                                                                    Available Formats: 
                                                                                                    Advanced Preparation:None
                                                                                                    Experience Level:Basic
                                                                                                    Program Prerequisites:General Understanding of Regulatory Ethics
                                                                                                    Course ID:FC-107.22-SV
                                                                                                    Published Date:March 2022
                                                                                                    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, we’ll 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:

                                                                                                    1. Recall which branch of ethics is closely aligned with regulatory guidance in organizations.
                                                                                                    2. Identify prevailing global trends in business ethics.
                                                                                                    3. Identify key concepts practitioners should be mindful of when practicing across different jurisdictions.
                                                                                                    4. 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: Self-Study Video
                                                                                                    • Field of Study: Federal Tax Ethics
                                                                                                    • Author/Speaker: MaryJane Hourani
                                                                                                    *Content Preview
                                                                                                    Available Formats: 
                                                                                                     
                                                                                                     
                                                                                                    Advanced Preparation:None
                                                                                                    Experience Level:Overview
                                                                                                    Program Prerequisites:General Understanding of Ethics
                                                                                                    Course ID:EWTFM-E-01896-22-O | 6233-CE-0626 | MJH-421.22-SV
                                                                                                    Published Date:April 2021
                                                                                                    ***SPECIAL NOTE: This course will not cover EAs Circular 230 Requirement. Also, this course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following states: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY ***
                                                                                                    COURSE 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.

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

                                                                                                      Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                                                                                      NASBA
                                                                                                      IRS
                                                                                                      CTEC
                                                                                                      $99.00 each Add to cart

                                                                                                      General Ethics Review

                                                                                                      • Credits: 4
                                                                                                      • Format: Self-Study Video
                                                                                                      • Field of Study: Federal Tax Ethics
                                                                                                      • Author/Speaker: Michael Morgan
                                                                                                      *Content Preview
                                                                                                      Available Formats:
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Overview
                                                                                                      Program Prerequisites:General Understanding of Ethics
                                                                                                      Course ID:EWTFM-E-01915-22-O | MM-335.23-SV
                                                                                                      Published Date:Registered for 2023
                                                                                                      ***SPECIAL NOTE: This course will not cover EAs Circular 230 Requirement. Also, this course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following states: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY ***
                                                                                                      COURSE DESCRIPTION

                                                                                                      Seemingly every day another company is making headlines for breach of trust, ethics violations, or manipulation of numbers.

                                                                                                      Learning Objectives:

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

                                                                                                      • Understanding, defining, and applying the terminology associated with ethics, integrity, the importance of continued education related to ethics, to recognize and apply the requirements set forth by the Sabarnes-Oxley Act, and the AICPA Professional Code of Conduct.

                                                                                                      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

                                                                                                      $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: Self-Study Video
                                                                                                      • Field of Study: Regulatory Ethics
                                                                                                      • Author/Speaker: Allison McLeod
                                                                                                      *Content Preview
                                                                                                      Available Formats: 
                                                                                                       
                                                                                                       
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Overview
                                                                                                      Program Prerequisites:General Understanding of Ethics
                                                                                                      Course ID:AM-112.22-SV
                                                                                                      Published Date:April 2022
                                                                                                      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 sponsorship’s:
                                                                                                      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: Self-Study Video
                                                                                                      • Field of Study: Regulatory Ethics
                                                                                                      • Author/Speaker: Allison McLeod
                                                                                                      *Content Preview
                                                                                                      Available Formats: 
                                                                                                       
                                                                                                       
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Overview
                                                                                                      Program Prerequisites:General Understanding of Ethics
                                                                                                      Course ID:AM-113.22-SV
                                                                                                      Published Date:April 2022
                                                                                                      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



                                                                                                      Course ID:Advanced Preparation:Experience Level:
                                                                                                      AM-112.ODNoneOverview
                                                                                                      Published Date:Program Prerequisites:Other Course Formats:
                                                                                                      © June 2020General Understanding of EthicseBook Self-Study | Self-Study Video | Self-Study Audio | Live Webinar
                                                                                                      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 sponsorship’s:
                                                                                                      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: Self-Study Video
                                                                                                      • Field of Study: Regulatory Ethics
                                                                                                      • Author/Speaker: Allison McLeod

                                                                                                      *Content Preview
                                                                                                      Available Formats: 
                                                                                                       
                                                                                                       
                                                                                                       
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Basic 
                                                                                                      Program Prerequisites:General Understanding of Ethics
                                                                                                      Course ID:AM-117.22-SV
                                                                                                      Published Date:April 2022
                                                                                                      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 CPA’s 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 CPA’s 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


                                                                                                      $24.00 each Add to cart

                                                                                                      Regulatory Ethics Practical Guidance

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

                                                                                                      *Content Preview
                                                                                                      Available Formats: 
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Basic 
                                                                                                      Program Prerequisites:General Understanding of Regulatory Ethics
                                                                                                      Course ID:FC-108.22-SV
                                                                                                      Published Date:March 2022
                                                                                                      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, we’ll review two important publications issued by these rule-making bodies:

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

                                                                                                      Additionally, we’ll 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: Self-Study Video
                                                                                                      • Field of Study: Regulatory Ethics
                                                                                                      • Author/Speaker: Frank Castillo

                                                                                                      *Content Preview
                                                                                                      Available Formats: 
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Basic 
                                                                                                      Program Prerequisites:General Understanding of Regulatory Ethics
                                                                                                      Course ID:FC-109.22-SV
                                                                                                      Published Date:March 2022
                                                                                                      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


                                                                                                      $49.00 each Add to cart

                                                                                                      Tax Practice Standards

                                                                                                      • Credits: 2
                                                                                                      • Format: Self-Study Video
                                                                                                      • Field of Study: Regulatory Ethics
                                                                                                      • Author/Speaker: Allison McLeod

                                                                                                      *Content Preview
                                                                                                      Available Formats:
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Basic
                                                                                                      Program Prerequisites:General Understanding of Ethics
                                                                                                      Course ID:EWTFM-E-02008-22-S | 6233-CE-0737 | AM-128.23-SV
                                                                                                      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

                                                                                                      Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC), and common law. Also included will be case studies illustrating dilemmas faced by tax practitioners. This course is ideal for CPAs, EAs, or other tax professionals.

                                                                                                      Learning Objectives:

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

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

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

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

                                                                                                      Mind Games We Play

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

                                                                                                      *Content Preview
                                                                                                      Available Formats:
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Basic
                                                                                                      Program Prerequisites:NONE
                                                                                                      Course ID:FC-110.22-SV
                                                                                                      Published Date:March 2022
                                                                                                      COURSE DESCRIPTION

                                                                                                      Have you ever paused and thought “am I the only one thinking this”?  Rejoice! You’re not alone…… many of us struggle, work, and think in the same fashion.  During this 1-hour on-demand webinar we’ll 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:

                                                                                                      1. Identify key factors
                                                                                                        which hinder work productivity.
                                                                                                      2. Recall the
                                                                                                        negative impact of sustained overtime.

                                                                                                      3. 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

                                                                                                      CPAs... Who are we?

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

                                                                                                      *Content Preview
                                                                                                      Available Formats: 
                                                                                                       
                                                                                                       
                                                                                                       
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Basic 
                                                                                                      Program Prerequisites:None
                                                                                                      Course ID:FC-102.22-SV
                                                                                                      Published Date:March 2022
                                                                                                      COURSE DESCRIPTION

                                                                                                      It’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try!   During this 1-hour on-demand webinar, we’ll review those common qualities found among us and discuss the
                                                                                                      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:

                                                                                                      1. Identify key changes impacting the CPA profession.
                                                                                                      2. Recall common characteristics and traits commonly shared by our colleagues.
                                                                                                      3. 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


                                                                                                      $19.00 each Add to cart

                                                                                                      I'm Over Overtime

                                                                                                      • Credits: 2
                                                                                                      • Format: Self-Study Video
                                                                                                      • Field of Study: Personnel | HR
                                                                                                      •  
                                                                                                      • Author/Speaker: Frank Castillo
                                                                                                      *Content Preview
                                                                                                      Available Formats: 
                                                                                                       
                                                                                                       
                                                                                                       
                                                                                                      Advanced Preparation:None
                                                                                                      Experience Level:Overview
                                                                                                      Program Prerequisites:General Understanding HR
                                                                                                      Course ID:FC-104.22
                                                                                                      Published Date:© August 2021

                                                                                                      COURSE DESCRIPTION

                                                                                                      There is no single topic that affects accounting professionals with such ferocity as sustained overtime.  Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless
                                                                                                      advances in technology.  During this course, we’ll unpack this topic, discuss the negative impact of sustained overtime, 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 key 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 sponsorship’s:
                                                                                                        NASBA



                                                                                                        $29.00 each Add to cart

                                                                                                        Max Test Drive How to Tune Up your Thinking

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

                                                                                                        *Content Preview
                                                                                                        Available Formats:
                                                                                                        Advanced Preparation:None
                                                                                                        Experience Level:Basic
                                                                                                        Program Prerequisites:General Understanding of Working Under Pressure
                                                                                                        Course ID:MMJR-100.22-SV
                                                                                                        Published Date:© August 2022
                                                                                                        ***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 one’s, 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:
                                                                                                        1. Introduction
                                                                                                        2. The Biology of Performance
                                                                                                        3. The Environment for Performance
                                                                                                        4. The Psychology of Performance
                                                                                                        5. 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

                                                                                                        Sexual Harassment Prevention Begins with You

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

                                                                                                        *Content Preview
                                                                                                        Available Formats:
                                                                                                        Advanced Preparation:None
                                                                                                        Experience Level:Basic
                                                                                                        Program Prerequisites:None
                                                                                                        Course ID:MMJR-101.22-SV
                                                                                                        Published Date:August 2022
                                                                                                        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: Self-Study Video
                                                                                                        • Field of Study: Personnel / Human Resources
                                                                                                        •  
                                                                                                        • Author/Speaker: Frank Castillo

                                                                                                        *Content Preview
                                                                                                        Available Formats: 
                                                                                                        Advanced Preparation:None
                                                                                                        Experience Level:Basic
                                                                                                        Program Prerequisites:None
                                                                                                        Course ID:FC-106.22-SV
                                                                                                        Published Date:May 2022
                                                                                                        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?  We’ll 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:

                                                                                                        1. Identify key
                                                                                                          trends concerning work from the office versus remote work.
                                                                                                        2. Recall tips employees can use to become efficient in their everyday work.
                                                                                                        3. Identify proposed changes to the CPA licensure model.
                                                                                                        4. 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: Self-Study Video
                                                                                                        • Field of Study: Personnel | Human Resources
                                                                                                        • Author/Speaker: Michael Morgan Jr

                                                                                                        *Content Preview
                                                                                                        Available Formats:
                                                                                                        Advanced Preparation:None
                                                                                                        Experience Level:Basic
                                                                                                        Program Prerequisites:None
                                                                                                        Course ID:MMJR-102.22-SV
                                                                                                        Published Date:August 2022
                                                                                                        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 client’s 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 client’s 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: Self-Study Video
                                                                                                        • Field of Study: Personnel / Human Resources
                                                                                                        • Author/Speaker: Frank Castillo
                                                                                                        *Content Preview
                                                                                                        Available Formats: 
                                                                                                         
                                                                                                         
                                                                                                         
                                                                                                        Advanced Preparation:None
                                                                                                        Experience Level:Overview
                                                                                                        Program Prerequisites:General Understanding Human Resources
                                                                                                        Course ID:FC-101.22-SV
                                                                                                        Published Date:May 2021
                                                                                                        COURSE DESCRIPTION

                                                                                                        A long, long time ago we would simply call, email, or poke our head into someone’s workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, we’ll cover ways to connect, what
                                                                                                        works well, what doesn’t, 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 sponsorship’s:
                                                                                                          NASBA


                                                                                                          $9.00 each Add to cart

                                                                                                          Workplace Culture

                                                                                                          • Credits: 1
                                                                                                          • Format: Self-Study Video
                                                                                                          • Field of Study: Personnel / Human Resources
                                                                                                          • Author/Speaker: Frank Castillo
                                                                                                          *Content Preview
                                                                                                          Available Formats: 
                                                                                                           
                                                                                                           
                                                                                                           
                                                                                                          Advanced Preparation:None
                                                                                                          Experience Level:Overview
                                                                                                          Program Prerequisites:General Understanding of Human Resources
                                                                                                          Course ID:FC-100.22-SV
                                                                                                          Published Date:© April  2021
                                                                                                          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, we’ll 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 company’s 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 sponsorship’s:
                                                                                                            NASBA



                                                                                                            Computer Software and Applications

                                                                                                            Click the icon for detailed course description and information.

                                                                                                            Courses are listed in Alphabetical order


                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Table Feature

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-604.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            In this extensive presentation Excel expert David Ringstrom, CPA explores the Table feature. This feature offers a dazzling number of automation and data integrity opportunities. Start saving time immediately with pivot tables
                                                                                                            and formulas that automatically accommodate expanding lists of data. Sift through lists of data with ease, and eliminate the risk of forgetting to copy formulas both up and down a given column.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Simplifying formula writing by way of table and field names eliminates the need to activate other worksheets.
                                                                                                            • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
                                                                                                            • Using the SUMIF function to summarize data based on a single criterion.
                                                                                                            • Managing cumbersome lists of data using the Table feature.
                                                                                                            • Creating an in-cell list by way of Excel’s Data Validation feature, and then automating the addition of new items with a table.
                                                                                                            • Minimizing a data integrity risk within pivot tables by way of Excel’s Table feature.
                                                                                                            • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
                                                                                                            • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
                                                                                                            • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
                                                                                                            • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
                                                                                                            • Determining whether formulas within tables use cell references or field names.
                                                                                                            • Avoiding the need to write repetitive formulas using Excel’s Data Table feature.

                                                                                                            Learning Objectives:

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

                                                                                                            • Recall the arguments used within Excel's VLOOKUP function.
                                                                                                            • Identify which versions of Excel permit using slicers with both tables and pivot tables.
                                                                                                            • Identify the feature that makes charts expand automatically as you add additional data to the source range.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Advanced Pivot Tables

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-615.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            Discover how to dig deeper into pivot tables in this comprehensive course. Excel expert David Ringstrom, CPA, demonstrates step-by-step how to manipulate your pivot table data faster and more efficiently. You’ll learn how to extract
                                                                                                            data from Microsoft Access databases and other sources, minimize repetitive steps in Excel by creating keyboard shortcuts, and adapt simple macros that can be recorded. In addition, David discusses several helpful Excel features,
                                                                                                            including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature, and others.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Creating dynamic and interactive graphs with Excel’s PivotChart feature.
                                                                                                            • Discovering the Recommended PivotTables feature.
                                                                                                            • Launching macros that clean up pivot tables with a single mouse click.
                                                                                                            • Learning the nuances associated with subtotaling data within a pivot table.
                                                                                                            • Learning how the Table feature can vastly improve the integrity of pivot tables in Excel.
                                                                                                            • Incorporating calculations within or alongside pivot tables.
                                                                                                            • Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
                                                                                                            • Gaining control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop.
                                                                                                            • Mitigating the side effects of converting a table back to a normal range of cells.
                                                                                                            • Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
                                                                                                            • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.

                                                                                                            Learning Objectives:

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

                                                                                                            • State how to use the Timeline feature in Excel 2013 and later.
                                                                                                            • Define how to create pivot tables from the information you extract from databases.
                                                                                                            • Identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Automating Financial Statements

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-607.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2019Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            Many users pivot to Excel when a desired financial statement format cannot be created within the accounting software. However, this in turn often leads to techniques such as creating worksheets for every month of the year, which
                                                                                                            eventually can be cumbersome to revise and preserve data integrity.

                                                                                                            In this presentation Excel expert David Ringstrom, CPA, explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with only two
                                                                                                            mouse clicks from a single worksheet. You'll also get tips on exporting data from your accounting package, improving the integrity of your spreadsheets, and much more.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Budget Spreadsheets

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-614.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            In this informative presentation, Excel expert David Ringstrom, CPA, shows you how to create resilient and easy-to-maintain budget spreadsheets. Among other techniques, David explains how to separate inputs from calculations, build
                                                                                                            out a separate calculation spreadsheet, create both an operating and a cash flow budget, transform filtering tasks, and preserve key formulas.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
                                                                                                            • Understanding why it’s worthwhile to build out supporting schedules to break down calculations used in budgets.
                                                                                                            • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
                                                                                                            • Preserving key formulas using hide and protect features.
                                                                                                            • Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
                                                                                                            • Using range names to streamline formulas and bookmark key inputs within a workbook.
                                                                                                            • Understanding the use of the MONTH function to return the month portion of a date or month name.
                                                                                                            • Copying formulas efficiently down one or more columns at the same time.
                                                                                                            • Improving the integrity of budget spreadsheets by isolating all inputs to a single worksheet.
                                                                                                            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.

                                                                                                            Learning Objectives:

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

                                                                                                            • Identify the first level of Excel’s Order of Operations when calculating formulas.
                                                                                                            • State where range names assigned to worksheet cells appear within Excel’s user interface.
                                                                                                            • State which tabs within the Format Cells dialog box contains the Hidden checkbox.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Creating Interactive Spreadsheets

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study eBook
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-609.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020General Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            In this on-demand webcast, you’ll learn from Excel expert David Ringstrom, CPA, how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly. Step-by-step, David shows you how to
                                                                                                            use a variety of Excel’s form controls and features to control the data input of other users, simplify data entry, preserve key formulas, minimize spreadsheet maintenance, and more...

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Contrasting Form Controls in Excel versus ActiveX Controls.
                                                                                                            • Discovering the array of form controls available within Excel.
                                                                                                            • Crafting data validation lists that are contingent on selections from a preceding list.
                                                                                                            • Streamlining data entry in Excel with the CheckBox form control.
                                                                                                            • Creating an in-cell list by way of Excel’s Data Validation feature.
                                                                                                            • Using the ComboBox form control to create a searchable drop-down list.
                                                                                                            • Creating an input rule that requires names to be entered in a last-name, first-name format.
                                                                                                            • Removing data validation from a worksheet when needed.
                                                                                                            • Avoiding merging cells—use the Text Box feature for paragraphs of text instead.
                                                                                                            • Allowing users to make multiple choices by way of the ListBox form control.

                                                                                                            Learning Objectives:

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

                                                                                                            • Recall the arguments for Excel's INDEX function.
                                                                                                            • State which Goes To Special option allows you to select all form controls on a worksheet at once.
                                                                                                            • Identify which versions of Excel permit using slicers with both tables and pivot tables.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Custom Views

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-616.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            In this empowering presentation, Excel expert David Ringstrom, CPA, demonstrates multiple ways to automate your work in Excel by way of the Custom Views feature—one of the most underutilized features in Excel. David explains how
                                                                                                            to hide and unhide multiple worksheets at once, freeze or unfreeze worksheet panes on-demand, store multiple print ranges/settings for a given worksheet, gain control over long lists of data by filtering instead of sorting,
                                                                                                            and more.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Using Custom Views in Excel 2013 and later to instantly resize the application window for a given workbook.
                                                                                                            • Overviewing Excel’s Custom Views feature and the types of settings that can be managed in this fashion.
                                                                                                            • Using Excel’s Custom Views feature to make a single set of data serves multiple purposes.
                                                                                                            • Turning screen elements—such as scroll bars, gridlines, worksheet tabs, and more—on or off by way of Custom Views.
                                                                                                            • Using Excel’s Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.
                                                                                                            • Freezing or unfreezing worksheet panes on-demand with a custom view.
                                                                                                            • Gaining control of long lists of data by filtering instead of sorting.
                                                                                                            • Setting a print range that includes multiple noncontiguous areas of a worksheet.
                                                                                                            • Making the same edits on multiple worksheets at once by grouping worksheets.
                                                                                                            • Using Custom Views to remember frequently selected cell ranges or cursor positions.
                                                                                                            • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
                                                                                                            • Protecting hidden sheets from within a workbook.

                                                                                                            Learning Objectives:

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

                                                                                                            • Define how to replace an existing custom view with new settings.
                                                                                                            • Identify how to remove all custom views from a given workbook.
                                                                                                            • Recall how to freeze or unfreeze worksheet panes.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Database Techniques

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-618.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            The process of culling data from text files or from databases, such as Access or SQL Server, can be intimidating to Excel users. In this comprehensive course, Excel expert David Ringstrom, CPA, shows you how to get the data you
                                                                                                            need into Excel where you then can work with it a variety of ways, including using worksheet functions to summarize data, querying text files and databases from within Excel, creating self-updating links to databases and other
                                                                                                            data sources, and more.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
                                                                                                            • Understanding what SELECT, FROM, WHERE, ORDER BY, and TOP mean within SQL statements.
                                                                                                            • Using the SUMIF function to summarize data based on a single criterion.
                                                                                                            • Using the COUNTIF function to determine the number of times an item appears on a list.
                                                                                                            • Implementing the SUMIFS function to sum values based on multiple criteria.
                                                                                                            • Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
                                                                                                            • Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
                                                                                                            • Using Microsoft Query to extract data from Access databases.
                                                                                                            • Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
                                                                                                            • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
                                                                                                            • Removing automatic links between tables within a query in Microsoft Query.
                                                                                                            • Applying sort criteria to queries you’ve established in Microsoft Query.
                                                                                                            • Linking data from text files to Excel spreadsheets by way of Microsoft Query.
                                                                                                            • Adding new data sources to Microsoft Excel so you can extract data from text files.

                                                                                                            Learning Objectives:

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

                                                                                                            • Identify how Microsoft Query allows you to link data from text files to Excel spreadsheets.
                                                                                                            • Compare the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
                                                                                                            • Recognize how to duplicate columns, rows, or cells within an Excel worksheet.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Deciphering Error Prompts

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-619.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2019Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            If you’re often stopped in your tracks by error prompts you always get when you’re performing seemingly simple actions in your spreadsheets, you’ll benefit from this broad-reaching course. Excel expert David Ringstrom, CPA, delves
                                                                                                            into the intricacies of Excel to explain why error prompts can be encountered, and he outlines in detail what actions to take when Excel appears to go away.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Internal Control

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-602.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            User-proofing Excel spreadsheets don't have to be a tedious task, nor does it have to feel Draconian for spreadsheet users. In this presentation Excel expert David Ringstrom, CPA shares how to implement internal control features
                                                                                                            within your spreadsheets. Techniques covered include Data Validation, Conditional Formatting, hiding worksheets securely, as well as protecting worksheets and workbooks. You'll also see how to improve the integrity of your
                                                                                                            spreadsheets with VLOOKUP and SUMIF, as well as Excel's Table feature.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date.
                                                                                                            • Protecting sensitive information by hiding formulas within an Excel workbook.
                                                                                                            • Using Excel’s IF function to make certain fields appear blank until a required input is provided.
                                                                                                            • Creating self-expanding drop-down lists with Excel’s Data Validation feature.
                                                                                                            • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.
                                                                                                            • Creating an in-cell list by way of Excel’s Data Validation feature.
                                                                                                            • Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
                                                                                                            • Utilizing Data Validation to limit percentages entered in a cell to a specific range of values.
                                                                                                            • Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
                                                                                                            • Using Excel’s IFERROR function to mask # sign errors, such as #N/A.
                                                                                                            • Viewing two worksheets at the same time within the same workbook.
                                                                                                            • Protecting hidden sheets from within a workbook.

                                                                                                            Learning Objectives:

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

                                                                                                            • Recall the ribbon tab that the Table feature appears within.
                                                                                                            • State what can be included within a formula to make a cell appear blank under certain conditions.
                                                                                                            • Identify which input is valid for a data validation rule limiting inputs to whole numbers between 0 and 100.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Intro to Lookup Formulas

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-603.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            If you're not presently using look-up formulas such as VLOOKUP, HLOOKUP, SUMIF, and others in your work, then there's much about your experience in Excel that is more difficult than necessary.

                                                                                                            In this comprehensive presentation, Excel expert David Ringstrom, CPA, introduces several lookup functions and provides context on when you’re likely to use them. He demonstrates troubleshooting techniques and prepares you to deal
                                                                                                            with nuances that can frustrate users new to lookup functions.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
                                                                                                            • Understanding situations that cause Excel’s VLOOKUP function to return #REF! instead of a value.
                                                                                                            • Future-proofing VLOOKUP by referencing entire columns when available.
                                                                                                            • Utilizing Excel’s IFERROR function to display alternate values when VLOOKUP returns an error.
                                                                                                            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
                                                                                                            • Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
                                                                                                            • Implementing Data Validation to ensure users make choices that VLOOKUP will recognize as valid.
                                                                                                            • Learning about the MAXIFS function available in certain versions of Excel 2016.
                                                                                                            • Determining if your version of Excel 2016 is perpetually licensed or part of the Office 365 platform, which periodically adds new features to Excel.
                                                                                                            • Simplifying multiple-field lookups with concatenation (combining fields into a single cell).

                                                                                                            Learning Objectives:

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

                                                                                                            • Identify which menu in Excel contains the command that launches Excel's Function Wizard.
                                                                                                            • Recall how to determine if you're using the Office 365 version of Excel.
                                                                                                            • Recall the keyboard shortcut that toggles absolute references within a formula.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Logic Functions

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-617.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            In this fast-paced presentation Excel expert David Ringstrom, CPA begins with a brief discussion of the IF function and then quickly moves beyond the basics. You'll see the pros and cons of nesting multiple IF functions together,
                                                                                                            along with that include IFS, CHOOSE, VLOOKUP, SUMIF, and several other worksheet functions. You'll also see techniques useful in confirming that complex formulas, such as nested IF functions, are working properly.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Using the SUMIF function to summarize data based on a single criterion.
                                                                                                            • Learning about the IFNA function available in Excel 2013 and later.
                                                                                                            • Viewing the pros, cons, and limitations of nesting IF functions.
                                                                                                            • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
                                                                                                            • Returning the inverse of a TRUE/FALSE test by way of Excel’s NOT function.
                                                                                                            • Reconstructing spreadsheet data to use VLOOKUP as a better alternative to nesting IF functions.
                                                                                                            • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
                                                                                                            • Facilitating decision-making within Excel formulas by way of the IF function.
                                                                                                            • Understanding when you might wish to use ISERROR or ISNA instead of IFERROR.
                                                                                                            • Streamlining the decision-making process with the IFS function in Office 365.
                                                                                                            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
                                                                                                            • Employing the SUBSTITUTE function as an alternative to complex formulas based on the IF function.

                                                                                                            Learning Objectives:

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

                                                                                                            • Recall the maximum number of criteria pairs that the SUMIFS function permits.
                                                                                                            • Identify the worksheet function that enables you to determine whether at least one logical test returns true.
                                                                                                            • Identify the versions of Excel that offer the IFNA worksheet function.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Minimizing Errors

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-601.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            User-proofing Excel spreadsheets don't have to be a tedious task, nor does it have to feel Draconian for spreadsheet users. In this presentation Excel expert David Ringstrom, CPA shares how to implement internal control features
                                                                                                            within your spreadsheets. Techniques covered include Data Validation, Conditional Formatting, hiding worksheets securely, as well as protecting worksheets and workbooks. You'll also see how to improve the integrity of your
                                                                                                            spreadsheets with VLOOKUP and SUMIF, as well as Excel's Table feature.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date.
                                                                                                            • Protecting sensitive information by hiding formulas within an Excel workbook.
                                                                                                            • Using Excel’s IF function to make certain fields appear blank until a required input is provided.
                                                                                                            • Creating self-expanding drop-down lists with Excel’s Data Validation feature.
                                                                                                            • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.
                                                                                                            • Creating an in-cell list by way of Excel’s Data Validation feature.
                                                                                                            • Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
                                                                                                            • Utilizing Data Validation to limit percentages entered in a cell to a specific range of values.
                                                                                                            • Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
                                                                                                            • Using Excel’s IFERROR function to mask # sign errors, such as #N/A.
                                                                                                            • Viewing two worksheets at the same time within the same workbook.
                                                                                                            • Protecting hidden sheets from within a workbook.

                                                                                                            Learning Objectives:

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

                                                                                                            • Recall the ribbon tab that the Table feature appears within.
                                                                                                            • State what can be included within a formula to make a cell appear blank under certain conditions.
                                                                                                            • Identify which input is valid for a data validation rule limiting inputs to whole numbers between 0 and 100.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Office 365

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-613.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            Historically, each version of Excel has been identical for all users, but that’s no longer the case. In this on-demand webcast, Excel expert David Ringstrom, CPA, explains how the Office 365 version of Excel 2016 differs from previous
                                                                                                            versions as well as perpetual licensed versions of Excel 2016. David discusses updated features and worksheet functions available in the Office 365 version of Excel 2016, and he shows you step-by-step how to use them. He also
                                                                                                            shares helpful keyboard shortcuts and tips.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Office 365 version of Excel 2016. He draws your attention to any differences in the perpetual licensed versions
                                                                                                            of Excel 2016, 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. In addition, David provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Updating Office 365 to take advantage of recently released features and improvements.
                                                                                                            • Visualizing data with a Funnel chart, which is exclusive to the Office 365 version of Excel 2016.
                                                                                                            • Preventing pivot tables from automatically resizing columns when you refresh or filter the data.
                                                                                                            • Exploring the risks and benefits of participating in the free Microsoft Office Insider program.
                                                                                                            • Removing the background from pictures within Microsoft Excel.
                                                                                                            • Jump-starting pivot tables by way of the Recommended Pivot Tables feature in Excel 2013 and later.
                                                                                                            • Viewing historical versions of documents that have been saved to Microsoft’s OneDrive service.
                                                                                                            • Analyzing your data with artificial intelligence by way of the Insights feature in Office 365.
                                                                                                            • Embedding 3D models into Office 365 spreadsheets while seeing what’s viewable in other versions of Excel.
                                                                                                            • Deselecting one or more cells from within a selection of cells without having to start over again with the selection process.
                                                                                                            • Mapping geographic data with just a couple of mouse clicks.

                                                                                                            Learning Objectives:

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

                                                                                                            • Name recently released features and improvements Office 365 offers.
                                                                                                            • Identify the menu where the Recommended PivotTables feature appears in Excel 2013 and later.
                                                                                                            • Define how you can easily map geographic data.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Payroll Analysis

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-312.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            Excel offers multiple features and functions payroll professionals can implement to improve the accuracy and efficiency of payroll production. In this comprehensive course, Excel expert David Ringstrom, CPA, demonstrates and explains:
                                                                                                            mathematics for employee timesheets, date and time formatting, and stamping, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting,
                                                                                                            and using pivot tables for HR reporting and analysis tasks.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Redacting portions of Social Security numbers by way of Excel’s TEXT worksheet function.
                                                                                                            • Employing the NETWORKDAYS.INTL worksheet function to determine the number of workdays in a period by excluding holidays as well as specific days of the week.
                                                                                                            • Using Excel’s Text to Columns features to convert Social Security numbers to values and then apply Excel’s Social Security number format.
                                                                                                            • Color-coding the top ten (or however many you wish) amounts within a column of numbers with Conditional Formatting.
                                                                                                            • Revealing the undocumented DATEDIF function in Excel for determining the number of months or years between two dates.
                                                                                                            • Transforming a column of salaries into an instant heat map by way of Excel’s Conditional Formatting feature.
                                                                                                            • Discerning the nuance involved in making pivot tables present data in tabular form.
                                                                                                            • Limiting access to sensitive workbooks by way of password protection.
                                                                                                            • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
                                                                                                            • Utilizing the RANDBETWEEN worksheet function to create a series of random numbers.
                                                                                                            • Gleaning the nuances of adding time values together in Microsoft Excel.
                                                                                                            • Drilling down into the details behind any amount within a pivot table with just a double-click.

                                                                                                            Learning Objectives:

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

                                                                                                            • Apply the Text to Columns feature to convert Social Security numbers to values and then apply Excel’s Social Security number format.
                                                                                                            • Define how to assign random numbers to a data set in Excel.
                                                                                                            • Recall how to remove Conditional Formatting when it’s no longer needed.

                                                                                                            Who Should Attend:
                                                                                                            • All Certified Public Accountants (CPAs)
                                                                                                            Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
                                                                                                            NASBA


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Pivot Tables Part I

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-605.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2021Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            In this session Excel expert David H. Ringstrom, CPA, introduces one of the most powerful, and yet overlooked features in Excel: pivot tables. Many users shy away from this feature, thinking that specialized knowledge is required.

                                                                                                            As you'll see in this presentation, pivot tables allow you to instantly summarize lists of data into meaningful reports with just a few actions with your mouse. As with many aspects of Excel, pivot tables have several nuances that
                                                                                                            can frustrate new users, so David will be sure to bring these to your attention so that you can use the feature effectively.

                                                                                                            Topics include:
                                                                                                            • Managing information overload by collapsing or expanding pivot table fields.
                                                                                                            • Filtering pivot tables to show fewer columns and/or rows of data.
                                                                                                            • Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.
                                                                                                            • Filtering pivot table data based on a new dimension by using the Report Filter command.
                                                                                                            • Avoiding the dreaded PivotTable Field Name Already Exists error prompt.
                                                                                                            • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
                                                                                                            • Exploring the nuances of formatting numbers within pivot tables.
                                                                                                            • Discovering four different ways to remove data from a pivot table report.
                                                                                                            • Converting a pivot table to static numbers for archival purposes or to prevent drilling down into the underlying data.
                                                                                                            • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
                                                                                                            • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
                                                                                                            • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.

                                                                                                            Learning Objectives:

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

                                                                                                            • Recall the requirement that enables the Show Report Filter Pages command.
                                                                                                            • Identify which of four ways is not a method for removing fields from a pivot table.
                                                                                                            • Recall the requirement that enables the Show Report Filter Pages command

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Pivot Tables Part II

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-606.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            In this installment of the Pivot Table series Excel expert David Ringstrom, CPA takes you beyond the basics of pivot tables. You'll learn how pivot tables differ from worksheet formulas, the importance of the Refresh and Report
                                                                                                            Filter commands, how to disable the GETPIVOTDATA function, how to drill down into numbers with a simple double-click, and much more. You'll also be empowered to easily transform unwieldy data sets into pivot table-ready lists.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
                                                                                                            • Building a pivot table report from a list of data.
                                                                                                            • Adding a percentage column to a pivot table with just a couple of mouse actions.
                                                                                                            • Adding fields to a blank pivot table to create instant reports.
                                                                                                            • Creating a pivot table to transform lists of data into on-screen reports.
                                                                                                            • Understanding how the pivot chart formatting works much like formatting other types of charts in Excel.
                                                                                                            • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
                                                                                                            • Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.
                                                                                                            • Transforming an unwieldy list of data into a format that’s ready to be analyzed within a pivot table.
                                                                                                            • Developing calculated fields that perform math on data within the source data.
                                                                                                            • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
                                                                                                            • Visualizing lists of data graphically by way of Excel’s PivotChart feature.

                                                                                                            Learning Objectives:

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

                                                                                                            • Recall the keyboard shortcut that creates a pivot chart based on an existing pivot table.
                                                                                                            • State the mouse action that enables you to reconstruct the underlying pivot table source data.
                                                                                                            • Recall which menus appear and disappear as you click within or outside of a pivot table.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: SUM, SUMIF, and More

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-608.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            Follow along as Excel expert David Ringstrom, CPA explores several ways to sum data beyond the venerable SUM function. Expanding your knowledge of worksheet functions can markedly improve the resilience and integrity of your spreadsheets.
                                                                                                            Take summing to new levels with the SUBTOTAL and AGGREGATE functions, while you learn how to have SUMIF and SUMIFS add up values based upon up to 127 criteria. David also will discuss the SUMPRODUCT function.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Using the SUMIF function to summarize data based on a single criterion.
                                                                                                            • Using the SUM function to drill through two or more worksheets.
                                                                                                            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
                                                                                                            • Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
                                                                                                            • Extending the functionality of the SUMIF function by incorporating wildcard characters within a formula.
                                                                                                            • Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
                                                                                                            • Using the SUMIFS function to sum values based on multiple criteria.
                                                                                                            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
                                                                                                            • Verifying sums and totals quickly by simply selecting cells with your mouse.
                                                                                                            • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
                                                                                                            • Using the SUMIFS function to sum values based on multiple criteria.
                                                                                                            • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.

                                                                                                            Learning Objectives:

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

                                                                                                            • State which versions of Excel that the AGGREGATE function is available in.
                                                                                                            • Name what the SUMIFS function returns if a match cannot be found.
                                                                                                            • Recall the keyboard shortcut for the AutoSum feature.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: What-If Analysis

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-611.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            You’ll discover how to implement Excel’s powerful What-If Analysis Tools in this course presented by Excel expert David Ringstrom, CPA. David outlines how and when to make use of Excel’s Scenario Manager as well as how to use the
                                                                                                            Data Table feature to compare calculation results based on two or three inputs. You’ll also learn how to implement Excel’s Goal Seek feature to perform basic what-if analysis to solve for a single value.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Enhancing the Summary Report generated by the Scenario Manager with range names.
                                                                                                            • Using the Summary Report aspect of Scenario Manager to compare different scenarios side by side.
                                                                                                            • Implementing a simple Excel macro that will empower you to apply multiple scenarios at once when you have more than 32 inputs.
                                                                                                            • Exploring the Forecast Sheet feature in Excel 2016, which can extrapolate trends based on existing data in your spreadsheets.
                                                                                                            • Enabling Excel’s Solver Add-in for more complex what-if analyses.
                                                                                                            • Pausing Goal Seek when necessary to check the status of calculations that involve large numbers.
                                                                                                            • Contrasting Excel’s Data Table feature with traditional approaches used in spreadsheets.
                                                                                                            • Avoiding the need to write repetitive formulas with Excel’s Data Table feature.
                                                                                                            • Utilizing the PMT worksheet function to calculate loan payment amounts.

                                                                                                            Learning Objectives:

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

                                                                                                            • Describe how to apply Excel’s Solver Add-in for more complex what-if analyses.
                                                                                                            • Apply the PMT worksheet function to calculate loan payment amounts.
                                                                                                            • Define how to make one workbook serve multiple purposes by way of Excel’s Scenario Manager.

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

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


                                                                                                                   
                                                                                                            $19.00 each Add to cart

                                                                                                            Excel Dexterity: Workbook Links

                                                                                                            • Credits: 2
                                                                                                            • Format: Self-Study Video
                                                                                                            • Field of Study: Computer Software and Apps
                                                                                                            • Author/Speaker: David Ringstrom
                                                                                                            Course ID:Advanced Preparation:Experience Level:
                                                                                                            DR-620.22NoneOverview
                                                                                                            Published Date:Program Prerequisites:Other Course Formats:
                                                                                                            © June 2020Basic Understanding of TechnologyN/A
                                                                                                            COURSE DESCRIPTION

                                                                                                            In this comprehensive course, Excel expert David Ringstrom, CPA, explains the pros and cons of workbook links and takes you step-by-step through the process of creating and working with them. Workbook links are of great benefit,
                                                                                                            as they allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages. David also covers how to dramatically improve the integrity of linked workbooks, copy links across rows
                                                                                                            or down columns, repair broken links, and more.

                                                                                                            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as
                                                                                                            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

                                                                                                            Topics include:
                                                                                                            • Controlling whether or not linked workbooks update automatically and how to suppress unwanted prompts.
                                                                                                            • Creating flexible workbook links that can be copied down columns or across rows.
                                                                                                            • Learning about a free tool you can use to locate even the most buried workbook links.
                                                                                                            • Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
                                                                                                            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
                                                                                                            • Integrating data on web pages into your workbooks and creating automatic links.
                                                                                                            • Learning how to arrange two worksheets from within the same workbook on-screen and at the same time.
                                                                                                            • Learning how to break links to other workbooks and data sources.
                                                                                                            • Learning how to repair broken workbook links.
                                                                                                            • Learning the most efficient way to link Word documents and Excel spreadsheets.
                                                                                                            • Learning the risks of linked workbooks, determining if a workbook contains links, and seeing how links can hide within Excel features.
                                                                                                            • Learning which functions to avoid when creating workbook links.

                                                                                                            Learning Objectives:

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

                                                                                                            • Identify and take control of security prompts and settings related to linked workbooks.
                                                                                                            • Recall how to determine if a workbook contains links.
                                                                                                            • Describe how to break links to other workbooks and data sources.

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

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