
8:30 am
Microsoft® Excel® 365/Excel® 2019: Getting Started with PivotTables and PivotCharts is a two-lesson advanced level course that guides you through creating, formatting, and modifying PivotTables and PivotCharts in Excel using step-by-step hands-on activities.
Find out more12:00 pm
This course guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text and Logical functions.
Find out moreRevenue recognition is presumed to be a significant risk requiring special audit consideration for financial statement auditing purposes. This module will provide tips and techniques for obtaining sufficient and appropriate audit evidence to support conclusions.
Find out moreExcel provides a variety of tools you can use to create, format and enhance charts: contextual Ribbon tab buttons, menus and galleries, shortcut menus, keyboard shortcuts, task panes, and more. This course allows you to explore using these tools to create and format common chart types.
Find out moreIt's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You simply cannot apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a ...
Find out moreDesigned for all tax practitioners, including those who prepare tax basis financial statements for their clients, this course will replenish your accounting and reporting tank with an update of recent standard setting activities at the PCC, FASB, ASB...
Find out moreSocial Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Se...
Find out moreAccounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of businesses due t...
Find out moreThis highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your ...
Find out moreFinancial statements may contain significant uncertainties requiring special audit consideration for evaluating proper treatment in accordance with generally accepted accounting principles and relevant auditing standards. This module provides tips an...
Find out moreInternal controls are applied within an organization to satisfy objectives related to operations, compliance, and financial reporting. This module will provide practical analysis and tips for how a reporting entity can manage financial reporting ris...
Find out moreChange is definitely coming. For those entities who currently recognize revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1), understanding the basi...
Find out moreSpecifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review en...
Find out moreSometimes we can avoid addressing the elephant in the room for a while. However, when there are three elephants in the room, it's time to address the issues. Designed for practitioners and their staff, whether in public accounting or business and ind...
Find out moreSection 199A is easily the least understood topic of The Tax Cuts and Jobs Act. Your clients will look to you for explanations and best practices to maximize the 20% deduction. Pass-through entities and real estate investors stand to gain valuable ta...
Find out moreSpecifically designed for practitioners and their staff wanting an overview of compilation and review engagements, this course will introduce you to the objectives of compilation and review engagements, SSARS No. 21, Clarification and Recodification,...
Find out moreThis year is indeed another year of significant change in the world of nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current thro...
Find out moreA highly effective internal audit group's value to an organization is directly related to its independence and competence in fulfilling its charter. To function optimally, an internal audit group needs unrestricted access to the subject matter it is...
Find out moreThis course guides you through opening, creating, formatting, previewing, printing, and saving text documents.
Find out moreIf a client has a financial interest in or signature authority over a foreign financial account, including a bank account, brokerage account, mutual fund, trust, or other type of foreign financial account exceeding certain thresholds, the Bank Secrec...
Find out moreApplying one set of auditing standards is tough. Applying three sets of auditing standards is really tough. However, this is precisely what the auditor does in applying GAAS, the Yellow Book, and the OMB requirements to a single audit. This is an ess...
Find out moreFrom its humble beginnings way back in 1963 when the Accounting Principles Board "encouraged" the presentation of a funds statement, the Statement of Cash Flows has made its way to a required, critical, and often considered the most important financi...
Find out moreSince its inception nearly 25 years ago, many have continued to struggle with applying the current model for accounting for income taxes. But this doesn't have to be you. This course will provide you with the basic knowledge necessary to understand t...
Find out moreThe course provides a comprehensive understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course and instruction delivery is geared toward the basic understanding...
Find out moreThe 2018 Yellow Book revision represents the first comprehensive overhaul of the Yellow Book standards since 2011! This course not only explains the new standards, it also prepares you to excel in implementing the new Yellow Book. Learn precisely wha...
Find out moreThe effective date for Topic 606, Revenue from Contracts with Customers, is now here for all entities. Are you ready? Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course pr...
Find out moreDue to IRS issue focused examinations, CPAs need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused examinations, CPAs must understand ...
Find out moreWith different tax rates for individuals and trusts, tax planning takes on more importance. New ideas for financial planning for retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners c...
Find out moreThe objective of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received practic...
Find out moreThe course provides a comprehensive understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course and instruction delivery is geared toward the basic understanding...
Find out moreImplementing ASU No. 2016-02, Leases (Topic 842) is sure to have a major impact on your balance sheet and potentially on your business as well. This course is a one-stop shop for what you need to know about the upcoming changes to lease accounting. I...
Find out moreMany organizations spend huge amounts of money and effort at planning, forecasting, and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic plann...
Find out moreAs they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to be a stepping stone for staff interested in pursuing more advanced partnership and LLC issues than mere preparati...
Find out moreChange is definitely coming. For those entities currently following industry-specific accounting guidance for revenue recognition, Topic 606 will be replacing this with a single model. For those in the technology sector that utilize Statement of Posi...
Find out moreThe effective date for ASU 2016-02, Leases (Topic 842) is rapidly approaching. The new standard eliminates one of the largest forms of off-balance sheet accounting, but requires most leases to be brought onto the balance sheet (whether classified as ...
Find out moreThis course is designed for participants to understand the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an intro...
Find out moreThis highly informative course comprehensively covers all the latest tax law developments with a full update on tax reform. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clie...
Find out moreTax rates are always a critically important factor in choosing the form of business organization, and the individual and corporate rates are particularly important in 2018 and beyond. The rates demand a reconsideration of current businesses and a dif...
Find out moreSound client and engagement management can influence both the effectiveness and efficiency of an audit engagement. This module will provide guidance on how to maximize return on time spent with critical areas, such as budgeting, scheduling, client assistance and delegation.
Find out moreFederal 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 understa...
Find out moreThis highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will...
Find out moreAccounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of businesses due t...
Find out moreThis four-hour course covers most of the specific ethical considerations that come into play as a practitioner in the eyes of the Internal Revenue Service. It also covers sanctions and limitations on both clients and practitioners arising out of the preparation of an income tax return.
Find out moreBe the go-to person on compilation and financial statement preparation engagements. Specifically designed for preparation and compilation practitioners and their staff, this course will provide you with a hands-on application for performing preparati...
Find out moreThe PATH Act of 2015 made "permanent" changes to depreciation; however, the Tax Cuts and Jobs Act reminds us that Washington has a different definition of the word "permanent." Again this year Congress has drastically changed depreciation rules. Ind...
Find out moreThis course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.
Find out moreWith the passage of the GOP tax bill by Congress in December 2017, the long road to tax reform has brought us the largest overhaul to the tax code since 1986. The widespread changes affect many aspects of individual and business taxes, beginning thi...
Find out moreProperly identifying, assessing and responding to risk through a detailed audit plan is critical to an effective and efficient financial statement audit. This module will emphasize the key concepts that drive the risk-based audit process.
Find out moreThe employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal and tax issues associated with all aspects of employment, especially now...
Find out moreIt's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You simply cannot apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a ...
Find out moreCash tends to be one of the first areas assigned to new auditors, as there is typically little complexity and subjectivity involved. In addition, persuasive audit evidence from a third-party is generally available. However, research shows that around...
Find out moreDesigned for accounting, audit and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of the new and recent pronouncements and guidance issued by the AICPA Auditing Standards ...
Find out moreCPAs perform various attest and non-attest services for clients. This includes bookkeeping, preparing financial statements, compilations and reviews. This module will focus on managing the accountant's risks associated with performing various non-audit services.
Find out moreOur focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into schemers. Discussion will include integrity and ethics, as well as how people may react in certain situatio...
Find out moreIn this course, we will address critical considerations that a mid-level practitioner needs to understand when moving into the complex area of advising clients and preparing returns related to the acquiring, holding, managing, constructing, and dispo...
Find out moreAccountants need to know how to effectively and efficiently research technical accounting and financial reporting issues for preparation and fair presentation of financial statements in accordance with generally accepted accounting principles.
Find out moreClients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and ...
Find out moreThose in charge of the day-to-day supervision of engagements need to consciously embrace and demonstrate characteristics that will enable him/her to transition to a firm leader. This includes a focus on three key pillars: financial success, retaini...
Find out moreAll successful entities, regardless of nature, size, and complexity, must have a well-designed and effectively operating system of internal controls over reliable financial reporting, in addition to managing other risks. This course will provide prac...
Find out moreIn arriving at and providing an opinion on the financial statements, auditors follow approximately 1,000 pages of generally accepted auditing standards (GAAS)! It takes a great deal of effort and energy to keep up with the current requirements. Desig...
Find out moreMany business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides tax practitioners with the background to understand what kinds of income constitute self-employment income and earned income...
Find out moreThose in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. This module provides best practices for various areas that support...
Find out moreEmployment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, t...
Find out moreThe leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement- and estate-planning objectives. This course ...
Find out moreIn arriving at and providing an opinion on the financial statements, auditors follow approximately 1,000 pages of generally accepted auditing standards (GAAS)! It takes a great deal of effort and energy to keep up with the current requirements. Desig...
Find out moreImplementing ASU No. 2016-02, Leases (Topic 842) is sure to have a major impact on your balance sheet and potentially on your business as well. This course is a one-stop shop for what you need to know about the upcoming changes to lease accounting. I...
Find out moreWith tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practit...
Find out moreWhen real property is sold for a gain, we always try to find ways to defer recognizing income so it won't be necessary to send a check to Uncle Sam. There are two provisions within the Internal Revenue Code that allow the taxpayer to defer recognitio...
Find out moreForecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that frown upside down with our innovative approach to planning and budgeting. We'll move beyond the traditional techn...
Find out moreThe formula for a successful audit today consists of many elements. Some of those elements require more thoughtfulness and caution in their application than others. In this course, we will explore those more combustible elements that can cause the au...
Find out moreProperly designing, documenting and evaluating results of analytic review procedures is critical for performing an effective and efficient audit engagement. This module will provide the tips and techniques necessary to gather sufficient appropriate ...
Find out moreSpecifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review en...
Find out moreThis four-hour course covers most of the specific ethical considerations that come into play as a practitioner in the eyes of the Internal Revenue Service. It also covers sanctions and limitations on both clients and practitioners arising out of the preparation of an income tax return.
Find out moreFor many businesses, preparing financial statements using a special purpose framework may provide an alternative to the complexity of U.S. GAAP. This course will provide you with an overview and hands-on application for preparing financial statements...
Find out moreLong-lived assets may be either finite or indefinite lived, tangible or intangible in nature. The carrying value of these long-lived assets should be evaluated at each measurement date to determine whether there is an impairment loss necessary due t...
Find out moreThis year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in stayi...
Find out moreEntities may have more complex investments, such as non-readily marketable securities that trade in an inactive market or use unobservable inputs for fair value determination. This module discusses the key considerations when auditing common complex investment types.
Find out moreAs the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeabl...
Find out moreThe financial statement auditor's overall responsibility is to obtain sufficient appropriate audit evidence to obtain reasonable assurance as to whether the financial statements are materially misstated due to fraud or error. The difficulty is that ...
Find out moreThe biggest factors that lead to an effective and efficient financial statement audit are the properly identification, evaluation, and response to risk of material misstatement. Assessed risk of material misstatement leads to the generation of the n...
Find out moreMost CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This cours...
Find out moreSince its inception nearly 25 years ago, many have continued to struggle with applying the current model for accounting for income taxes. But this doesn't have to be you. This course will provide you with the basic knowledge necessary to understand t...
Find out moreThis two-hour course covers sanctions and limitations on both clients and practitioners arising out of the preparation of an income tax return.
Find out moreIn order to retain existing clients, lower fee pressures and gain invaluable referral sources, financial statement auditors must place a priority on being a value-added business advisor. This module will provide tips and techniques for helping clien...
Find out moreWhether you are ready or not, the effective date of the new revenue recognition standard is right around the corner. The time to execute your implementation plan is now. Are you ready? In this course, in addition to reviewing the five-step revenue re...
Find out moreThis course will enable practitioners to understand the basic practical issues of preparing the gift tax Form 709. This course covers the disclosure requirements and the information necessary to properly prepare the form.
Find out moreThis course is a "deep dive" into all things real estate tax related for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acqui...
Find out moreThis course explores the practical issues in the many instances in which a step-up in basis can create tax advantages for partners and members. This course includes case studies to illustrate the critical points.
Find out moreIn this course, we will address critical considerations that a mid-level practitioner needs to understand when moving into the complex area of advising clients and preparing returns related to the acquiring, holding, managing, constructing, and dispo...
Find out moreEach year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to cons...
Find out moreThis course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other busines...
Find out moreThe Tax Cuts and Jobs Act of 2017 liberalized the use of certain methods of accounting for qualified small businesses for 2018 and later years. This program is a two-hour intensive webinar on these provisions.
Find out moreASU No. 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, will usher in the most significant changes to not-for-profit financial reporting in over 20 years when it becomes effective for December 31, 2018, year-ends. To properl...
Find out moreFinancial statement auditors need to be able to analyze financial results to not only enhance audit quality, but to also improve client service through being a better business advisor. Reading and interpreting financial information is a critical skill that this module will enhance.
Find out moreIn terms of selecting an entity to do business in, the universe shifted with the Tax Cuts and Jobs Act enacted at the end of 2017. The tax rate for C corporations was lowered to 21% and the new Section 199A deduction offered pass-through entities the...
Find out moreAudit documentation provides the principal support for an auditor's report. Therefore, it is critical for workpaper reviewers to perform quality control procedures to ensure that professional and regulatory standards are met. In addition, the workpap...
Find out moreThe Professional Ethics Executive Committee (PEEC) interprets and enforces the AICPA Code of Professional Conduct, which provides guidance for ethical business conduct. A pillar of the Code of Professional Conduct is the rules governing independence...
Find out moreWhether you are ready or not, the effective date of the new revenue recognition standard is right around the corner. The time to execute your implementation plan is now. Are you ready? In this course, in addition to reviewing the five-step revenue re...
Find out moreThe most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is de...
Find out moreIn today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decision...
Find out moreSince its effective date in 2006, the guidance for accounting for share-based payments, which is currently codified in ASC Topic 718, has continued to challenge entities who offer such compensation schemes. This is due to its combination of detailed ...
Find out moreMost of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course ...
Find out moreAccounts receivable tends to carry higher risk of material misstatement due to the complexity and subjectivity involved with recognition, measure and valuation. In addition, revenue recognition is presumed to be a significant fraud risk. This module ...
Find out moreMany small- and mid-size entities hold less complex investments, including 'plain vanilla' derivatives (such as interest rate swaps). This module will provide an overview for evaluating the proper recognition, measurement and disclosure of common investments types.
Find out moreThis year is indeed another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in stayi...
Find out moreThere are many situations in which a financial statement auditor is also asked to report on compliance. Some compliance audits are required by law, regulation, contract or agreements. Other reports are requested to provide negative assurance about ...
Find out moreAudit reports may need to be modified from the standard unqualified audit report in various circumstances. This module discusses common circumstances leading to modified audit reports and other special considerations, such as initial or group audits.
Find out moreA clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to ...
Find out moreEach year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to cons...
Find out moreThe most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is de...
Find out moreThe most comprehensive tax reform since the mid-1980s has been ushered in under The Tax Cuts & Jobs Act. New tax brackets take effect in 2018. The standard deduction will see increased utilization, and the personal exemption is gone -- just as kaput...
Find out moreDesigned for practitioners and their staff, whether in public accounting or business and industry, this course will provide you with an update of recently issued FASB Accounting Standards Updates (ASUs), including a comprehensive review of the new re...
Find out moreFinancial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated, whether due to fraud or error. Professional standards require auditors to obtain sufficient and appropriate evidence to s...
Find out moreThe ultimate objective of a financial statement audit is to issue an auditor's report. This module provides tips and techniques necessary for issuing and reporting on high quality financial statements prepared under U.S. GAAP or a special purpose framework.
Find out moreWhile only one of many factors, tax rates are a very important factor in choosing the form of business organization. This unique course compares and contrasts the tax aspects of C corporations, S corporations, partnerships, sole proprietorships, and ...
Find out more"Excel provides a variety of tools you can use to create, format, and enhance charts — contextual Ribbon tab buttons, menus and galleries, shortcut menus, keyboard shortcuts, task panes, and more. Microsoft® Excel® 365/Excel® 2019: Creating and ...
Find out moreThis program provides an essential and engaging introduction to the internal audit profession, a primer on current, major internal audit guidance / standards for staff level personnel, and a value adding refresher and reinforcer for more seasoned per...
Find out moreShort-term profitability and long-term viability are important objectives of any successful organization. This module provides tips and techniques for striking the right balance between managing individual engagements and leading the overall CPA firm.
Find out moreThis course is designed for participants to understand the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an intro...
Find out moreThis course guides you through creating, copying and pasting, reviewing, and correcting basic and complex formulas in Excel 2019 using step-by-step, hands-on activities.
Find out moreDesigned for practitioners and their staff, whether in public accounting or business and industry, this course provides an overview of recent FASB accounting and reporting developments. The course begins by reviewing recent Private Company Council (P...
Find out moreCPAs have a well-earned reputation for ethical behavior. It is every CPA's responsibility to uphold this reputation and to enhance it for the next generation. In order to act ethically, CPAs need to thoroughly understand their ethical and regulator...
Find out moreThis course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation -- just in time for the crunch of busy season! Updated for impacts of the Tax Cuts and Jobs Act of 2017. The...
Find out moreThis program discusses, in a practical way, how an S corporation shareholder calculates his or her stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled...
Find out moreEthics is generally defined as a set of moral principles, either at the individual level or in the context of a culture or society as a whole. Ethics is also a philosophical framework used to analyze what are the right and the wrong courses of action...
Find out moreThe employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment, ...
Find out moreThe completeness and proper classification of liabilities are the typical higher audit risks. The complexity of the debt financing arrangements may create a significant risk requiring special audit consideration. This module will discuss tips and te...
Find out moreIt costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided betwe...
Find out moreThe PATH Act of 2015 made "permanent" changes to depreciation; however, the Tax Cuts and Jobs Act reminds us that Washington has a different definition of the word "permanent." Again this year Congress has drastically changed depreciation rules. Ind...
Find out moreWe now have the benefit of the completion of the first full tax season since the issuance of tax reform legislation. In this course, tax advisors will be fully updated on the most important aspects of tax reform as well as major trends on the horizon...
Find out moreDesigned for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of the AICPA's new special purpose framework, Financial Reporting Framework for Small- and Medium-S...
Find out moreAs they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to assist experienced staff to take the next step by taking a deeper analysis into critical issues affecting the ent...
Find out moreWhen 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 c...
Find out moreSampling is an important method for determining the extent of testing controls, testing compliance, and tests of substantive details. It allows the audit to apply procedures to less than 100% of the population, yet extend results to project likely c...
Find out moreRecently updated to include discussion of new FASB standards on revenue, leases, and measurement of financial instruments, this course is designed for small and medium-sized business practitioners and their staff, whether in public accounting or busi...
Find out moreWith the recent completion of its financial instruments project, the FASB has made some significant changes to how an entity accounts for many of its financial instruments. In ASUs dealing with the recognition and measurement of financial assets and ...
Find out moreChange is definitely coming. For those entities currently following industry-specific accounting guidance for revenue recognition, Topic 606 will be replacing this with a single model. For those in the technology sector that utilize Statement of Posi...
Find out moreFraud involves an intentional act to deceive, which may result in material misstatement in the financial statements due to fraudulent financial reporting or misappropriation of assets. Management's responsibility is to design, implement, maintain and...
Find out moreNew accountants must seamlessly transition to a profession that relies heavily on conformance with technical and ethical standards. It is critical for CPAs to seek to serve the public interest with a strong sense of character, integrity, competence,...
Find out moreThe use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element...
Find out moreThis course guides you through creating and opening PowerPoint presentations; inserting, reorganizing, and deleting slides; applying a design theme and switching between different PowerPoint views. You learn how to insert various types of content on ...
Find out moreProperty, plant and equipment can range from low-risk to a high-risk audit area, depending on the nature of transaction and events engaged in by the reporting entity. Construction, capitalized interest and complex leasing arrangements tend to result...
Find out moreThe purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Int...
Find out moreSocial Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Se...
Find out morePractitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value- added client service, and mitigating litigation and other practice management risks. T...
Find out moreWhen a purchaser buys an existing partner's partnership interest, or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis)....
Find out moreSection 199A is easily the least understood topic of The Tax Cuts and Jobs Act. Your clients will look to you for explanations and best practices to maximize the 20% deduction. Pass-through entities and real estate investors stand to gain valuable ta...
Find out moreThis year more than ever practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable knowledge, stra...
Find out moreOur focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into schemers. Discussion will include integrity and ethics, as well as how people may react in certain situatio...
Find out moreEvery individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others. This module provides guida...
Find out morePartnerships and LLCs involve unique problems that require careful attention. This course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls.
Find out moreWith the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year ...
Find out moreProperly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This module will describe how to satisfying the audit requirements related to inter...
Find out moreBusiness clients seek practical solutions to their tax issues, and this course provides advisors with effective tax planning strategies for the closely held business. Include in your advisory attach‚ case ammunition which will assist businesses in ...
Find out moreThe effective date for Topic 606, Revenue from Contracts with Customers, is now here for all entities. Are you ready? Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course pr...
Find out moreSpecifically tailored for practitioners who do not perform audits, but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and revi...
Find out moreAll organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the f...
Find out morePractitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value- added client service, and mitigating litigation and other practice management risks. T...
Find out moreThis course introduces you to the Excel 2016 software and then guides you through basic Excel features using step-by-step hands-on activities.
Find out moreThe objective of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received practic...
Find out moreMicrosoftr Excelr 365 and Excelr 2019: Getting Started with Excel is a three-lesson basic level course that introduces you to the Excel software and then guides you through basic Excel features using step-by-step hands-on activities.Although this is ...
Find out moreThe Tax Cuts and Jobs Act of 2017 has had a tremendous impact on all industries, including commercial real estate. It has liberalized the depreciation provisions for 2018 and later years. This premium webinar will take an in-depth look at the current...
Find out moreDesigned for all tax practitioners, including those who prepare tax basis financial statements for their clients, this course will replenish your accounting and reporting tank with an update of recent standard setting activities at the PCC, FASB, ASB...
Find out moreThe nature of goods classified as inventory varies widely with the nature of the entity and industry. Depending on the complexity of the inventory and the related pricing model, risk of material misstatement will vary widely as well. This module will...
Find out moreProfessional and regulatory audit standards require communication of internal control matters noted on a financial statement audit. This assists management and those charged with governance with satisfying responsibilities for designing, implementin...
Find out moreIn today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decision...
Find out moreDesigned for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the PCC, FASB, ASB, and ARSC. Not only will ...
Find out moreAs the effective date of Topic 842 rapidly approaches, now is the time to get your hands around the details of the FASB's new leases standard. Designed for accounting and auditing practitioners at all levels in both public accounting and business and...
Find out moreThis course goes beyond the basics and addresses important practical issues that an experienced practitioner must know about S corporations.
Find out moreDespite the fact that a client’s matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process through IRS Appeals.
Find out moreEmployment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have als...
Find out moreThis course guides you through creating, copying and pasting, reviewing, and correcting basic and complex formulas in Excel 2016 using step-by-step hands-on activities.
Find out moreThis course provides new staff accountants, data processing employees, para-professionals, and bookkeepers a study into some of the more complicated issues they may face in tax return preparation. Updated for impacts of the Tax Cuts and Jobs Act of 2017.
Find out moreSpecifically tailored for practitioners who do not perform audits, but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and revi...
Find out moreWhen not-for-profit entities and governments fall prey to fraud and abuse it breaks the hearts of donors and taxpayers. Fraud and abuse also causes donors and taxpayers to lose confidence in those not-for-profit entities and governments. In this cour...
Find out moreChange is definitely coming. For those entities who currently recognize revenue under the guidance of Statement of Position 81-1, Accounting for Performance of Construction-Type and Certain Production-Type Contracts (SOP 81-1), understanding the basi...
Find out moreThis year is indeed another year of significant change in the world of governmental accounting and auditing. Time is valuable, and it's hard to stay current in today's rapidly changing environment. Let us save you time and effort in staying current t...
Find out moreOften considered relatively low-risk assets, accounting for long-term assets such as property, plant and equipment (PP&E), intangible assets and goodwill can pose significant accounting challenges in their initial measurement and subsequent valuation...
Find out moreThe purpose of this course is to provide a practical and in-depth analysis of the significant tax planning advantages and strategies related to owning a principal residence for use as a home office and/or vacation home for upper income taxpayers.
Find out moreUnderstanding the proper accounting for and reporting of financial statement areas containing uncertainty can be challenging, especially ensuring adequate disclosure of risk to the financial statement users. This course will provide critical consider...
Find out moreAll successful entities, regardless of nature, size, and complexity, must have a well-designed and effectively operating system of internal controls over reliable financial reporting, in addition to managing other risks. This course will provide prac...
Find out moreASU No. 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, will usher in the most significant changes to not-for-profit financial reporting in over 20 years when it becomes effective for December 31, 2018, year-ends. To properl...
Find out moreThe Tax Cuts and Jobs Act of 2017 made significant changes to a taxpayer's ability to deduct entertainment expenses, including meals. This program is a two-hour intensive webinar on the changes recently made to the deductibility of entertainment expe...
Find out moreThe IRS believes, perhaps with some justification, that many independent contractors are actually employees and should be treated as such for tax purposes. The result is that worker classification audits are frequent and often costly for business cli...
Find out moreWhen not-for-profit entities and governments fall prey to fraud and abuse, it breaks the hearts of donors and taxpayers. Fraud and abuse also causes donors and taxpayers to lose confidence in those not-for-profit entities and governments. In this cou...
Find out moreOne of the ways to perform a more effective and efficient audit is to maximize the use of substantive analytic procedures in the detailed audit plan. This module will provide the tips and techniques for strengthening substantive analytic procedures.
Find out moreThe public places high value on an independent audit, as it directly enhances the degree of confidence intended users can place on the financial statements to make economic decisions. A proper mindset, including professional skepticism, is a critical...
Find out moreUpper-level reviewers have significant responsibilities for ensuring high quality audit engagements. Unfortunately, deficient audits have serious negative consequences for both the CPA firm and the profession as a whole. This module highlights the ...
Find out moreDespite the fact that a client’s matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process through IRS Appeals.
Find out moreDesigned for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent accounting, compilation, preparation, review, and attestation matters including: recen...
Find out moreThis year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innova...
Find out moreOur focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into fraudsters. Discussion will include integrity and ethics, as well as how people may react in certain situat...
Find out moreIf you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-plannin...
Find out moreIn today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the organization's success. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, an...
Find out moreA successful CPA Firm relies on star performers to perform effective and efficient audits. This relies on both sound technical skills, as well as 'soft' skills such as initiative, confidence, sound judgment, teamwork and other desired qualities in an audit professional.
Find out moreThis course will enable you to understand the technical tax issues and planning in various types of business acquisitions for C corporations and S corporations.
Find out moreClients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and ...
Find out moreThe IRS has dramatically ramped up its examination of specific individuals and small business taxpayers. Now, more than ever, CPAs need clients to understand the need for documentation and procedures to substantiate what IRS auditors are pursuing. Le...
Find out moreBeing a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive negative feedback, and otherwise getting the best performance out of engagement team members in the given situation. This ...
Find out moreEmployment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. As a result, t...
Find out moreEmployment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. They have also...
Find out moreSpecifically designed for compilation, preparation, and review practitioners and their staff, this course will provide you with an overview, update, and hands-on application for performing compilation, preparation, and review engagements. You will le...
Find out moreDue to IRS issue focused examinations, CPAs need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused examinations, CPAs must understand ...
Find out moreMost CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This cours...
Find out moreThe 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 illus...
Find out moreThe "permanent" changes within the Tax Cut and Jobs Act may stand like a lion in the pathway of change, but Washington has a different definition of the word "permanent." Inflation adjustments and technical corrections are all included within this in...
Find out moreDesigned for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the PCC, FASB, ASB, and ARSC. Not only will ...
Find out moreA CPA may perform attest services under relevant professional standards, including compilations, reviews and audits. Reviews and audits are also considered assurance services, providing either limited or reasonable assurance that financial statements...
Find out moreThe purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Find out moreAccounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Construction engagements are, in many instances, more "dangerous" than most lines of businesses due to the ...
Find out moreThis two-hour course covers most of the specific ethical considerations that come into play as a practitioner in the eyes of the Internal Revenue Service.
Find out moreApplying one set of auditing standards is tough. Applying three sets of auditing standards is really tough. However, this is precisely what the auditor does in applying GAAS, the Yellow Book, and the OMB requirements to a single audit. This is an ess...
Find out moreDesigned for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent accounting matters including: Private Company Standard Setting activities; recently issue...
Find out moreOrganizations that fall victim to fraud (and that is every organization in the world) have many controls in place to combat fraud. We will discuss means and methods to stop fraud and the controls that victim organizations employ to seek improvements for our organizations.
Find out moreSick and tired of taking CPE that has no practical application or just regurgitates the same information over and over? Join us for this practical course, which will present a fresh approach to planning and strategy formulation for your organization....
Find out moreThe Foreign Account Tax Compliance Act (FATCA), enacted to target non-compliance by U.S. taxpayers with certain foreign financial accounts and offshore assets, requires U.S. citizens and residents who own certain foreign financial accounts and offsho...
Find out moreEach set of financial statements and auditor's report thereon must properly address the unique circumstances of the specific reporting entity's circumstances. This module provides guidance for properly altering financial statements and audit reports for certain complex transactions and events.
Find out moreThe most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is de...
Find out moreThis course is a great foundation to introduce new preparers to tax rules related to business returns. The course provides new staff coverage of tax areas affecting all business entities, providing staff training which they may carry to other busines...
Find out moreThe purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Find out moreBoth public and private CPAs must be up-to-date on changes to various potentially relevant standards, including: U.S. GAAP, audits of nonissuers, compilations and reviews. This module provides recent and proposed changes to relevant professional and regulatory standards.
Find out moreSuccessful organizations measure performance in multiple relevant categories to gauge whether important objectives are being achieved. This module provides guidance related to creating a high-impact dashboard of performance metrics that can be appli...
Find out moreAccounting estimates are an approximation of a monetary amount in the absence of a precise means of measurement. The risks of material misstatement for areas of estimation tend to be higher due to the dependence on future events and the intended act...
Find out moreUnderstanding the proper accounting for and reporting of financial statement areas containing uncertainty can be challenging, especially ensuring adequate disclosure of risk to the financial statement users. This course will provide critical consider...
Find out moreObtaining an understanding of the entity and its environment is part of assessing risk of material misstatement, in order to design the nature, timing and extent of further audit procedures necessary to obtain sufficient appropriate audit evidence to...
Find out moreThe 2018 Yellow Book revision represents the first comprehensive overhaul of the Yellow Book standards since 2011! This course not only explains the new standards, it also prepares you to excel in implementing the new Yellow Book. Learn precisely wha...
Find out moreJoin us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities.
Find out moreBe the go-to person on compilation and financial statement preparation engagements. Specifically designed for preparation and compilation practitioners and their staff, this course will provide you with a hands-on application for performing preparati...
Find out moreProper documentation is essential to a high quality audit, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for ...
Find out moreThis course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
Find out moreBoth businesses and individual clients face major changes in the tax landscape. Tax professionals face a considerable challenge: delivering effective planning advice and services to address recent developments while staying nimble to respond to furth...
Find out moreThis course guides you through creating, formatting, and modifying PivotTables and PivotCharts.
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