August 5, 2020 8:00am – 11:30am

Webcast: Required Minimum Distributions: Compliance and Planning (8-11:30)

Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions.

This course addresses compliance issues and planning opportunities regarding required minimum distributions.

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Webcast
Taxation
4
August 5, 2020 12:30pm – 4:00pm

Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (12:30-4)

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms.

This course delves into best practices. Given common scenarios, what are the best trusts to use? What language should the trusts include? And how can the client be best protected?

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Phoenix
Taxation
4
September 2, 2020 8:00am – 11:30am

The Most Critical Challenges in Not-for-Profit Accounting Today (8-11:30)

This year not-for-profit entities are preparing for or applying critical new standards related to contributions, leases and more. Now is the time to know more than just what the standards say, we need to know what they mean and how they will affect not-for-profit entities.

This course is designed to do just that. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in not-for-profit accounting today.

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Phoenix
Accounting & Auditing
4
September 2, 2020 8:00am – 11:30am

Webcast: The Most Critical Challenges in Not-for-Profit Accounting Today (8-11:30)

This year not-for-profit entities are preparing for or applying critical new standards related to contributions, leases and more. Now is the time to know more than just what the standards say, we need to know what they mean and how they will affect not-for-profit entities.

This course is designed to do just that. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in not-for-profit accounting today.

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Webcast
Accounting & Auditing
4
September 2, 2020 12:30pm – 4:00pm

Recent Frauds Occurring in Not-for-Profit Entities and Governments (12:30-4)

When stories of fraud make the news they can look so obvious after the fact. Regardless of whether the fraud was material, the media and the public frequently ask how the auditor and those within the entity could not have detected the fraud. Fraud can be very difficult to detect, particularly without the luxury of hindsight.

In this course we will look at over 20 frauds that recently occurred and with the luxury of hindsight study how they happened and perhaps how they could have been prevented or detected. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced knowledge of fraud occurring in not-for-profit entities and governments.

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Phoenix
Accounting & Auditing
4
September 2, 2020 12:30pm – 4:00pm

Webcast: Recent Frauds Occurring in Not-for-Profit Entities and Governments (12:30-4)

When stories of fraud make the news they can look so obvious after the fact. Regardless of whether the fraud was material, the media and the public frequently ask how the auditor and those within the entity could not have detected the fraud. Fraud can be very difficult to detect, particularly without the luxury of hindsight.

In this course we will look at over 20 frauds that recently occurred and with the luxury of hindsight study how they happened and perhaps how they could have been prevented or detected. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced knowledge of fraud occurring in not-for-profit entities and governments.

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Webcast
Accounting & Auditing
4
September 3, 2020 8:00am – 3:30pm

A Complete Guide to the New Yellow Book

The Yellow Book has been revised.

This course will equip you with a comprehensive knowledge of the new Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

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Phoenix
Accounting & Auditing
8
September 3, 2020 8:00am – 3:30pm

Webcast: A Complete Guide to the New Yellow Book

The Yellow Book has been revised.

This course will equip you with a comprehensive knowledge of the new Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

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Webcast
Accounting & Auditing
8
September 21, 2020 8:00am – 3:30pm

How to Settle a Client's Estate

Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests.

This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.

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Phoenix
Taxation
8

Need assistance to find the right mix of CPE to meet your CPE requirements and to fit your professional development needs? Contact the ASCPA to assist you in planning your CPE schedule at (602) 324-6042 or by email.