CPE Catalog & Events
Self Study: Tax Planning for Seniors 2022
Available Until
Self-Study
4.0 Credits
Income for seniors: earned and investment Deductions: bunching, tracing, minimizing Effect of income tax strategies on an estate plan
Self Study: Tax Tuesday: Corporate Transparency Act-Beneficial Ownership Reporting
Available Until
Self-Study
1.0 Credits
What entities are subject to BOI reporting? What are the deadlines for reporting? What if any are practitioners' responsibilities? Recommendations for advising your clients.
Self Study: Tax and Financial Planning for Retirement
Available Until
Self-Study
18.0 Credits
Financial Tax Planning Building an Estate Preservation of Wealth Deferral Reduction Income Splitting Elimination Estate Planning Asset Protection
Self Study: Tax, Bankruptcy & Financial Problems (expanded)
Available Until
Self-Study
19.0 Credits
Bankruptcy Transfers Incident to Divorce Asset Protection Medical, Charitable and Casualty Debt Cancellation & Foreclosure Repossession Bad Debts Elderly & Disabled Planning Estate Planning
Self Study: Tax, Bankruptcy and Financial Problems 2022
Available Until
Self-Study
3.0 Credits
Federal bankruptcy Marital property settlements - 1041 Asset protection Medical costs -213 Casualty & theft losses - 165 Debt cancellation and foreclosure, repossession and bad debts Elderly and disabled planning Catastrophic illness and healthcare decisions Supplemental security income and disability benefits Estate planning and primary dispositive plans
Self Study: Telehealth Implementation: Lessons Learned
Available Until
Self-Study
1.0 Credits
Pandemic Effects on Healthcare Organizations COVID regulatory Issues Telehealth Implementation: Lessons Learned
Self Study: The Association Between Audit Office Team Diversity and Audit Quality
Available Until
Self-Study
1.0 Credits
Self Study: The Association between Auditor Provided Tax Planning and Tax Compliance Service
Available Until
Self-Study
1.0 Credits
Tax non-audit services; tax avoidance; tax risk; effective tax rates; tax volatility.
Self Study: The Disclosure and Consequences of U.S. Critical Audit Matters
Available Until
Self-Study
1.0 Credits
Critical audit matters (CAM) PCAOB Expanded audit report XBRL Footnote disclosure Textual analysis Market reaction Unexpected disclosures Audit quality Audit fees
Self Study: The Employee Evaluation Review
Available Until
Self-Study
2.0 Credits
Performance cycle How to prepare a review How to deliver a review
Self Study: The Impact of Benefit Plan Audits on the Financial Statement Audit
Available Until
Self-Study
1.0 Credits
Benefit Plan Audits Financial Statement Audit
Self Study: The Impact of Blockchain Technology Adoption Announcements
Available Until
Self-Study
1.0 Credits
Blockchain (BC) Transformative strategic role Leading vendors Event study Market reactions
Self Study: The Importance of Leader Training to DEI Success
Available Until
Self-Study
1.0 Credits
Diversity Equity Inclusion
Self Study: The Intersection of Accounting & Sustainability 2023
Available Until
Self-Study
1.0 Credits
What Sustainability is in today's world and why a business owner should care How Sustainability Frameworks are starting to shift business Where accounting fits into the Sustainability and ESG puzzle The benefits of embracing Sustainability frameworks A focused look at B Corporation certification
Self Study: The New Psychology of Fraud Part 1 2023-2024
Available Until
Self-Study
2.0 Credits
Behavioral profiling Psychology and reasoning related to both investigators and perpetrators
Self Study: The New Psychology of Fraud Part 2 2023-2024
Available Until
Self-Study
2.0 Credits
The neuroscience of psychopathy The psychology of skepticism Psychology and reasoning related to both investigators and perpetrators
Self Study: The Ultimate Guide to Retirement Planning
Available Until
Self-Study
31.0 Credits
Mapping mechanics Common pitfalls Popular retirement myths Defining retirement Developing a plan Savings Assets
Self Study: Time Management for CPAs
Available Until
Self-Study
2.0 Credits
Building an effective time management framework Three time factors-time wasters, time savers and time management techniques Managing "oneself" to improve the management of time
Self Study: Top 10 Things Financial Planners Need to Know About Estate Planning 2023
Available Until
Self-Study
8.0 Credits
Exemptions and exclusions Portability and step-up in basis Asset valuation Discounts Marital and charitable deductions Deductions: Transmission expenses and Administration expenses (706 or 1041) Income in respect of a decedent and retirement plan assets Life insurance and annuities Trust or estate administration Trust funding
Self Study: Top 5 Ways to Fund Your Retirement
Available Until
Self-Study
1.0 Credits
Will Your Advance Directive Protect You Both Personally and Financially? Creating Trusted Planning Relationships Retirement Plans, Roth Planning and Conversions Reverse Mortgages