CPE Catalog & Events

Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation WEBCAST

EOMONTH, MONTH & YEAR funchtions, CONCATENATE function

Individual Tax Update 2020 WEBINAR

2020-21 tax legislation and developments related to individual taxpayers, 2020 tax rates and inflation-adjusted figures, Review and update of Section 199A deduction, Changes in Form 1040 and its related forms and schedules, Rental real estate and other passive activities losses, Capital gains and lossesKey rulings, regulations and cases affecting individual taxpayers.

Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check WEBCAST

Headers, Reports, Mapping Tables, Data Validation

Managing Your Time As If It Was Your Money WEBCAST

Time management, Prioritization, Productivity, Self leadership

Testing Web Seminar with New Reminders

Testing Web Conference with New Reminders

Analytical Procedures - Methods and Evaluation WEBCAST

Review of the appropriate audit and review standards. Identifying appropriate analytical procedures in the circumstances. Developing expectations. Designing and performing analytical procedures. Investigating results of the procedures performed. Introduction to data analytics.

Governmental Auditing Update: Yellow Book and Uniform Guidance What You Need to Know WEBCAST

Changes to Yellow Book and Single Audits. Single Audit under the Uniform Grant Guidance. Auditing. "

Time Management for CPAs WEBCAST

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

Cost of Capital Determinations for Business Appraisal WEBINAR

Participants receive a solid overview of the fundamental concepts underlying cost of capital in the context of a closely held business with particular focus on the use of a build-up model. Where the data comes from will be a key focus, as will the areas the require subjective judgement with respect to supporting growth rates and unsystematic risk elements.

Self-Rental Real Estate: Passive Activity and Section 199A WEBINAR

Definition of self-rental property, Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1, Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2, Self-rental property and the Form 8582 (passive activity), Self-rental property and the flow-through entity grouping election, Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards, Self-rental property and "former passive activities" rules.

Integrating Audit Data Analytics into the Audit Process WEBCAST

Audit data analytics, Application of audit data analytics to an audit, Audit data analytics vs. analytical procedures

Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse WEBINAR

Fraud cases and topics we'll cover: VA manager steals more than $60,000 of benefits, HVAC controller steals $1.2 million, Controller buys over $200,000 on private company credit card, Financial aid officer uses students to steal $300,000 from a top 10 university, Third employee in a year caught stealing from government employer, How a trusted minister stole more than $300,000, CPA firm specializing in union audits shuts down after partners go to prison, Accountant sentenced to 5 years for $3.1 million theft, Sorority and Fraternity director sentenced for theft in office, Why we think it's OK to cheat and steal (sometimes), Sports marketing agent uses non-profit to commit fraud, County employee trades cash for water taps, Why it took 3 years to bust the trusted volunteer treasurer who nearly bankrupted sports club, How a college cashier stole more than $500,000, Red flags of internal fraud, theft and abuse, Simple low cost controls that work in SMEs to minimize internal fraud, Which departments are the highest risk of internal fraudHow internal fraud can risk bank fraud.

1031 Tax Deferral for Investment Real Estate: Rules, Options and Best Practices WEBCAST

1031 Basics. Multi-Owner Replacement Properties. DST. Planning Consideration.

K2’s Cloud Computing WEBCAST

Cloud Computing. Information Technology.

2020 Audit & Attestation Update WEBCAST

Auditing standards.

Governmental Accounting and Auditing Update WEBCAST

Federal government activities, Accounting standards updates, AICPA activities and emerging issues related to not-for-profit entities, GASB activities, FASB activities

Common Frauds and the Internal Controls Designed to Prevent and Detect Them WEBCAST

Fraud schemes involving revenues, accounts receivable and cash receipts. Effective internal controls over revenues, accounts receivable and cash receipts. Developing audit programs related to revenues, accounts receivable and cash receipts.

Real Estate Professionals, Passive Activity and Section 199A WEBINAR

Definition of a real estate professional, Pros and cons of being a real estate professional, Integration of the real estate professional rules with reporting on Form 1040, Schedule E, Real estate professionals and indirectly owned (partnerships, S corporations) reporting on Form 1040, How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules, Real estate professionals and the Form 8582 (Passive Activities), How to make the "grouping" election for passive activities and the flow-through deduction, Several real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards, Real estate professionals and the "former passive activities" rules.

Excel Bootcamp - Building Great Spreadsheets WEBINAR

The key topics that will be covered in this course include: Building your spreadsheets for maximum efficiency and accuracy, The most popular functions and formulas, How to audit your spreadsheets to detect errors in formula logic, How to analyze your data with PivotTables and Excel's Power BI Tools, Tools for presenting your spreadsheets in a meaningful way.