CPE Catalog & Events

Documenting internal controls Familiarize yourself with commonly used documentation tools, such as narratives, flowcharts, internal control questionnaires and control matrixes. Walk through COSO's internal control template used to document an assessment of a system on internal control.

This session will help you understand what asset protection vehicles are recommended for asset protection considerations. An overview of choosing a jurisdiction along with choice of law issues will be covered. We will discuss an overview of wealth transfer taxes and the U.S. taxation trusts both domestic and foreign. " Protective Entities - Evolution Formation of LLCs - Initial Considerations Choosing a Jurisdiction Choice of Law Issues Single Member LLCs Cracking the 99/1 Multi-Member LLC LLC Offshore Options and Developments Keys to Success with LLCs Domestic Asset Protection Trusts Foreign Asset Protection Trusts Overview of Wealth Transfer Taxes U.S. Income Taxes - Domestic Trusts U.S. Income Taxes - Foreign Trusts Compliance "

With more than 30 years working with entrepreneurs and their employees, Sherr‚ has been able to identify five wishful thinking mindsets and six fearful thinking mindsets that hold individuals back from reaching their goals and achieving their desired level of success in life and at work. Based on her nationally acclaimed book, Me, Myself & Inc., DREAM WIDE AWAKE will help you shift your thinking from can't imagine to can-do, inspiring and motivating you to take action and shift from daydreaming to dream doing!

AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the Fundamentals of Forensic Accounting Certificate Program - a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. Please visit cpa2biz.com/forensic for information on the complete program. This course will help you to better understand the applicable professional standards, underlying components for calculating economic damages for individuals, and legal issues related to economic damages. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the Fundamentals of Forensic Accounting Certificate Program - a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. Please visit cpa2biz.com/forensic for information on the complete program. This course will provide practice in calculating economic damages for individuals using case studies. You will apply theory and methodology for calculating economic damages to common scenarios you will encounter when performing forensic accounting services. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

AICPA's Fundamentals of Forensic Accounting Certificate Program This course is part of the Fundamentals of Forensic Accounting Certificate Program - a comprehensive, integrated curriculum - covering AICPA's entire Body of Knowledge in this topic area. The program will provide you with the training, knowledge, and practical guidance needed for a solid understanding of financial forensics. Credit for individual courses purchased can be applied to the full program when you enroll within one year of the original purchase date. Please visit cpa2biz.com/forensic for information on the complete program. In this course, you'll get an overview of the different methods used to analyze and quantify economic damages in business. You'll also be introduced to the role of the financial forensics professional in analyzing claims for economic damages, as well as the professional and legal standards that apply to this work. Discounts FVS Section Members Save an Additional 20%! When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org if you have any questions or encounter any issues.

" The Economic Nexus Problems Facing Clients and Practitioners course is designed for CPAs, Accountants, and Financial Professionals who wish to have an understanding of the beginning of the vast array of exposure clients may face. This program was developed for the FICPA by David J. Brennan, Jr., Esq., LLM. It was previously recorded on October 19, 2022, at 11 A.M. The course has been approved for up to one ( 01 ) hour(s) of TB CPE credit. "

The impact of inequality Mind the inequality gap Learn the importance of assessing your own position relative to the debate regarding inequality. Understand how your business might contribute to increasing inequalities considering your business model, market position, values, and attitudes toward risk taking. Explore contributions you can make to address the inequality gap. Re-assess stakeholder relationships Reconsider relationships with stakeholders who may be confronting, challenging, or resisting a range of inequalities - including social movements, trade unions, grassroots groups, nongovernmental organizations, and the general public. Look for solutions Through up-to-date research and examples, learn how to be part of the solution to economic and social inequalities. Discover questions to consider for future conversations to help explore new direction for your business. This course provides 1.5 hours of CPE credit in the Business, Management and Organization field of study.

This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. This self-study course examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation. Narrated by Tom Tillery, this course looks at the personal financial planner's role and the need to be knowledgeable about education funding vehicles, student financial aid programs, education tax credits, as well as income tax applications for education planning. The successful coordination of these disparate elements is necessary to accomplish a successful education plan. Updated for the Tax Cuts and Jobs Act of 2017, this course also delves into financial aid and other unding methods, as well as discuss funding strategies and tax planning. The final part of this course examines how education planning is integrated with the other areas of personal financial planning. Also included is a flow chart that details various education funding strategies, including: Education Savings Bond Program UGMA/UTMA Coverdell Education Savings Account Qualified Tuition Program 2503(c) Trust $14,000 annual gift tax exclusion amount Education Planning Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

This CPE course can be purchased individually or as part of the Core Forensic Accounting Certificate. Conducting an interview during a forensic accounting engagement requires knowledge of core interview techniques. Through narration by an industry subject matter expert and application exercises, this CPE course describes topics such as interview techniques, planning, and verbal and nonverbal deception. This course also identifies and applies appropriateness of questions and compares communication techniques to prepare a forensic accountant for the toughest of interviews.

This CPE course can be purchased individually or as part of the Retirement Planning Certificate Program. The SECURE Act is the first major legislation to revamp retirement plans in over a decade. The provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans have been implemented into this learning program. Are you ready to help your clients set realistic expectations and goals? In this four-part narrated PowerPoint presentation, Tom Tillery will examine professional environment and non-financial factors, financial decisions, taxation and income tax planning and integration with other areas of PFP. Society has been called upon to care for the widow, the orphan, and the chronically ill. In this narrated PowerPoint presentation, Tom Tillery discusses the role of the personal financial planner with respect to this demographic-to act as the fulcrum, multiplying, focusing and coordinating the efforts of the myriad advisers providing services to the elderly, chronically ill and those with special needs. This course will address the professional environment within which the personal financial planner provides services, and financial and non-financial factors including types of care, communication with cognitively or physically impaired clients, family dynamics and life planning. To apply personal financial planning resources effectively, the personal financial planner must become familiar with the regulatory landscape, as well as the variety of other professional disciplines that have evolved to provide care to this group. The course also covers housing options, Medicare and Medicaid issues, as well as tax planning opportunities for the elderly, chronically ill and those with special needs. Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform"). Moderator, Tom Tillery Thomas Neal Tillery, CFPr, AEPr, CLUr, ChFCr, CRPCr, LUTCF is Vice President and Chief Compliance Officer of Parakleter Financial, Inc. Parakleter provides integrated fee-for-service financial planning without asset management or product sales. Notice: Although you may take the courses in this Certificate program in any order, this is the 6th course in the Retirement Certificate series. If you've already taken the other five, when you complete this course, you will have completed the entire course of study for this Certificate, and will be eligible to take the Retirement Certificate exam. Upon passing the exam, you will receive your Retirement Certificate! If you have not completed the other courses, you may want to consider complementing this course with other topics offered in the Certificate course of study. Enhanced On-Demand Format This on-demand format utilizes a slide deck format, enhanced with narration and interactive exercises that are designed to increase the level of engagement and hands-on application. Drag and drop exercises, case studies, and interactive diagrams are some examples of the interactive exercises that are used to supplement traditional instruction in this learning experience.

This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Through narration by an industry subject matter expert and practical scenario-based exercises, this CPE course delves into the role of technology in forensic accounting, covering niche areas requiring knowledge of the Federal Rules of Evidence and applicable state rules, including computer forensics, cybercrime and electronic data analysis. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

Increase your chances of success. This self-study online course is part of the Human Intelligence Series. Everyone gets emotional. But, in the workplace emotional outbursts are frowned upon and can leave a negative impact. This self-study course covers emotional intelligence (EQ or EI) and considers how emotions manifest in the workplace. You'll learn competencies and strategies to identify and manage your own emotions and the emotions of others, greatly increasing your chances of personal and professional success.

This CPE course is included in the 15-hour Preparation, Compilation, and Review Staff Essentials program. It can also be purchased as a part of the Review Engagements Series. This innovative CPE course has been designed to provide a convenient, accessible way for firms to train their staff in this area of practice. With the introduction of SSARS No. 21, Statement on Standards for Accounting and Review Services: Clarification and Recodification, a new standard, Preparation of Financial Statements, emerged. This CPE course provides fundamental training on the general principles and objective of an engagement to prepare financial statements as well as the performance standards associated with engagements to prepare financial statements. This enhanced learning program combines real-world examples, practice exercises, case studies, and a "learning coach", to create a flexible, engaging learning experience.

Managing risk Develop a strong culture Understand how policies, procedures, and policing are not sufficient to cultivate a strong risk management culture. Understand that leaders have a responsibility to step up their commitment to enterprise risk management by making informed decisions about managing people, processes, and technology. Anticipatory leader Learn how to become an anticipatory leader who understands the potential impact and wider implications of risk and can take immediate steps to deal with the risk.

This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed.

If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty, and the reasons that exist that the IRS will consider to remove those penalties.

This CPE course can be purchased individually, or as a part of the Fundamentals of Personal Financial Planning program. Lay the foundation for providing financial planning services that serve the best interests of your clients. By understanding the essentials of personal financial planning, you will have taken the first step in developing a comprehensive and practical financial plan for your clients. Understand the core concepts behind providing personal financial planning services for clients by learning, through real-life scenarios and practical guidance, about the following areas: The personal financial planning process, including not only the steps in the process (both required and optional) but, also behavioral and psychological methods of building client rapport, gathering ata, and life planning. Statement on Standards in Personal Financial Planning Services No. 1, which establishes a framework for delivering personal financial planning services with the highest levels of integrity, professionalism, objectivity, and competence. Personal financial planning concepts and responsibilities, including assumptions, personal statement of financial position, the spending plan, financial ratios, maintaining an emergency fund, and financing strategies.

Save when you buy the complete Tax Staff Essentials, Level 3 online bundle. Have a strategy in place for taxes in estate planning Learn how best to manage: Tax obligations of trusts and estates, and how these obligations affect beneficiaries The federal income taxation of trusts and decedents' estates, along with the effects certain tax scenarios have on beneficiaries Planning options that can minimize your clients' taxes during income accumulation, and the distribution or transfer of wealth to intended beneficiaries Learning Objectives Learn about the various types of trusts. Advise clients on filing requirements for Form 706 and Form 709. Identify the elements of an estate. Identify the elements of a grantor trust. Minimize transfer taxes by incorporating exemptions and credits. Understand statutory provisions that mandate or protect the interests of a decedent's spouse and children.

About the Personal Financial Planning Certificate Program The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline. Bundle exam + education and save! This PFP certificate program offers three different options: Certificate: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, an online proctored exam taken from the convenience of your home or office. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam. Education: If CPE is your goal, you can purchase the education, without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFP credential. If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material. Credential: If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements. See aicpa.org/pfs for details. The Estate Planning Certificate Program Part of the Personal Financial Planning Certificate Program, the Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this program includes eight courses covering steps in the estate planning life cycle, including gifting strategies, charitable planning, and integrating your clients' estate plans with their tax and financial plans. And, if you are seeking a thorough understanding of estate planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you! This certificate includes the following courses: The Estate Planning Process Trusts and Estate Planning Documents Basic Estate and Gifting Strategies Advanced Estate Planning Strategies Closely Held Business Estate Planning Incapacity and Postmortem Estate Planning Integrating Estate Planning With the Tax and Financial Plan Charitable Planning Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.