CPE Catalog & Events

This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts.

Jess LeDonne, Director of Policy and Legislative Affairs at The Bonadio Group, discusses the Corporate Transparency Act (CTA) and its impact on businesses. Effective January 1, 2024, the CTA requires many companies, especially smaller ones, to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN) to enhance transparency and combat illicit activities. LeDonne emphasizes that while larger corporations may be exempt, smaller entities must comply to avoid severe penalties. She outlines key aspects of the reporting requirements and advises that straightforward filings can often be managed using FinCEN's resources, but complex situations may require legal counsel.

This course covers fair value concepts unique to not-for-profit entities (NFPs).

Learn to recall and identify the related accounting standards from the FASB Accounting Standards Codification© .

Covers the development of tests of controls and substantive tests for financial instruments.

Examines the core principles of the Current Expected Credit Loss impairment standard.

An overview of FASB ASC 820 fair value measurements with a focus on valuation complexities and risks.

This 75-minute session will provide an in-depth analysis of pivotal court decisions and their practical implications, ensuring you are well-equipped with the knowledge needed to make informed decisions in your practice. The conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. It is focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024. 

This session will discuss the key areas that the family law practitioner and forensic accountant should be aware of when dealing with the apportionment of property. While the primary focus will be a discussion related to key areas to understand when dealing with the apportionment of real estate, the session will also discuss various other areas of property apportionment that the family law practitioner and forensic accountant should be aware of. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.

Our team of experts will discuss the distinctions and issues related to the calculation of temporary and FC Section 4320 spousal support, and will provide a brief summary of the statutory changes regarding guideline child support and child support add-ons. The discussion will include the determination of income available for support and common pitfalls in support software usage, from input mistakes to the characterization of specific entries. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.

This course provides a high-level overview of the divorce process and the roles of Forensic Accountants that work on the financial aspects of divorce cases.

Our panel of experts will discuss how to tackle complex cases that involve tracing and/or post-separation accounting. They will discuss common pitfalls and best practices, with a special focus on case management, the Marriage of Simonis Case and real-world examples to provide practical perspectives.  This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.

While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover "hot" topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.

We are all getting older and the need for effective retirement planning has never been greater. If your wish to attain a comfortable retirement for yourself and your clients by maximizing tax saving strategies, this course is essential. Retirement income needs are calculated, net after tax social security benefits are determined, and distribution options from IRAs and retirement plans are explored. Topics covered include life insurance, annuities, and buy-sell agreements as well as estate and eldercare planning. Special consideration is given to the tax treatment of the home and business on retirement.

Get up to speed on the major 2025 federal tax changes shaping Form 1040. This course covers the latest legislation—including the One Big Beautiful Bill Act—new deductions and credits, updated SALT rules, Trump Accounts, vehicle-related provisions, crypto reporting, IRS modernization, and key court decisions. Packed with examples and planning insights, this update prepares practitioners for the 2025 filing season.

Edward Zollars, CPA, explores key shifts in the tax landscape, from the IRS Direct File program's rollout and its cost-effectiveness debate to heightened scrutiny of ERC claims. He emphasizes audit preparedness, accurate documentation, and evolving IRS guidance. Zollars also examines the Loper Bright case's impact on agency regulation interpretation and the Express Scripts decision's implications for software-related deductions, equipping professionals to navigate today's complex, rapidly changing tax environment.

Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.

Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.

Provides an understanding of the emerging models of finance in organizations, and how to navigate the evolution of finance.

The Manage Disruption Certificate covers the evolution of finance in organizations by focusing on why and how the business environment is changing and how the finance team can prepare for and respond to these changes.