CPE Catalog & Events
Self-Study: ESOP Series Module 2: Employee Stock Ownership Plans (ESOPs)
Available Until
Webcast
1.0 Credits
Structure, Purpose, Features of ESOPs Tax Advantages Legal Considerations
Self-Study: ESOP Series Module 3: Worker Cooperatives
Available Until
Webcast
1.0 Credits
Structure, Purpose, Features of Co-Ops Tax Advantages Legal Considerations
Self-Study: ESOP Series Module 4: Employee Ownership Trusts (EOTs)
Available Until
Webcast
1.0 Credits
Structure, Purpose, Features of EOTs Tax Advantages Legal Considerations
Self-Study: ESOP Series Module 5: Analysis and Assessment
Available Until
Webcast
1.0 Credits
Cost and timelines Financial analysis Buy-in from staff and clients.
Self-Study: ESOP Series Module 6: Financing Employee Ownership
Available Until
Webcast
1.0 Credits
Lending Prerequisites Funding Sources Financing Options
Self-Study: ESOP Series Module 7: Legal & Regulatory Considerations
Available Until
Webcast
1.0 Credits
Documentation & Forms Filing Procedures Ongoing Compliance
Self-Study: ESOP Series Module 8: Implementation and Ongoing Support
Available Until
Webcast
1.0 Credits
Implementation Strategy Communication & Guidance
Self-Study: ESOPs: What To Say When A Client Asks
Available Until
Webcast
1.0 Credits
ESOP types ESOP benefits Resources
Self-Study: Easy Update and Inflation Adjustments
Available Until
Webcast
6.0 Credits
Tax brackets Tax credits Deductions Education credits Business deductions and credits Retirement plan contribution and phaseout limits Gift and estate taxes
Self-Study: Effective Decision Making
Available Until
Webcast
2.0 Credits
Effective decision making Problem solving Cognitive biases Stereotypes Values
Self-Study: Effective Feedback
Available Until
Webcast
2.0 Credits
Elements of effective feedback Proper feedback delivery Successful feedback seeking
Self-Study: Effective Time Management
Available Until
Webcast
2.0 Credits
Prioritizing work Leveraging relationships Protecting work time Learning to say no
Self-Study: Effective Workpaper Techniques: Building a Better Workpaper
Available Until
Webcast
4.0 Credits
Identifying when a workpaper is needed--what is the objective — Constructing an effective workpaper Leveraging the power of Excel to create a more powerful and fluid workpaper Differences between workpapers for industry, audit and tax accountants Referencing Creating a trail that anyone can follow How to document to reduce legal risk Best practices of documentation to improve peer reviews
Self-Study: Embracing Your Imposter Syndrome
Available Until
Webcast
1.0 Credits
Imposter syndrome awareness Overcoming self-limiting beliefs Embracing true worth
Self-Study: Employee Benefit Plans Auditing and Accounting Update
Available Until
Webcast
1.0 Credits
Overview of Recently Effective Auditing Standards Upcoming Auditing Standards (SAS 146) New and Clarifying Accounting Standards Guidance
Self-Study: Employee Benefit Plans Common Retirement Plan Errors
Available Until
Webcast
1.0 Credits
Common Compliance Errors in Retirement Plans Correction Options Under IRS and DOL Rules Impact of SECURE and SECURE 2.0 Legislation
Self-Study: Employee Ownership Advisory Certificate
Available Until
Webcast
8.0 Credits
Overview of employee ownership models, including ESOPs, Worker Cooperatives, and Employee Ownership Trusts (EOTs) Benefits, challenges, and advisory roles in employee ownership transitions ESOP structure, taxation, governance, and compliance fundamentals Financial analysis and feasibility assessment for ownership conversions Financing strategies and funding sources for employee-owned businesses Legal and regulatory frameworks for employee ownership structures Implementation planning, communication, and ongoing support for sustainable employee ownership
Self-Study: Essential Legal Concepts with Tax Analysis
Available Until
Webcast
30.0 Credits
Asset Protection Alimony & Child Support Bankruptcy Divorce Settlements & Divisions Employment Entities & Title Insurance Property Dispositions Retirement & Employee Benefits Torts & Personal Injuries Wills & Probate Trusts
Self-Study: Excel Macros
Available Until
Webcast
2.0 Credits
Macro recorder Visual basic editor Quick access toolbar
Self-Study: Excel Power User Module 10: Getting, Preparing and Summarizing Data
Available Until
Webcast
2.0 Credits
External data Text files Data preparation Accounting system data Getting graphic