CPE Catalog & Events

Save when you buy the complete Tax Staff Essentials, Level 4 online bundle. Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients? This course explores state-of-the-art planning ideas and tax-saving strategies to keep more of your clients' money in their pockets. Updated for the latest legislation and IRS guidance on tax reform, this course answers the tough questions and show you what strategies are best for your clients. The entire course is designed around the idea that the needs of the small business owner change as the business moves through the business life cycle. The idea is that even though this is a tax course, taxes are only one consideration of many that must be considered when forming a new entity. Throughout the course, we will discuss different entity types. "What do you need to do to form a sole proprietorship, partnerships, or other type of entity?" You will think about the nuances of each entity structure as we address this question. Who Will Benefit Tax professionals Key Topics Starting a business - the tax life of a business Selecting a business entity type The Tax Cuts and Jobs Act Section 199A and the qualified business income deduction Accounting methods Compensation of owners - hiring family members Reasonable compensation Depreciation, Section 179, and bonus depreciation Transactions with owners Buy-sell and noncompete agreements Exiting the business - special exit techniques

Help your junior staff establish a strong set of core skills This series covers key areas to ensure the members of your young tax force are well prepared to begin their careers and support your firm. They'll learn about the following: Individual, partnership, and S corporation tax compliance Effective online tax research techniques Clear and precise working paper documentation Effective professional business communications Your future tax professionals will also receive a broad range of practical tax instruction, including key issues surrounding: Individual taxation New cost and repair regulations S corporation distributions Items affecting shareholder basis Passive activity loss rules, and more Courses Included: Tax Research I Individual Tax Fundamentals Capitalized Costs & Depreciation Working Paper Documentation S Corporations: Key Issues, Compliance, and Tax Strategies Tax Fundamentals of LLCs & Partnerships Tax Staff Essentials is a comprehensive, integrated curriculum that provides tax training for four different experience levels and is available in four different formats: Online, On-site, Tax Schools, and Webcasts.

This course will introduce you the different types of business entities and the tax implications of contributions, distributions and earnings, among other topics.

Save when you buy the complete Tax Staff Essentials, Level 2 online bundle. Understand taxation of corporations Gain an understanding of the numerous concepts and rules applicable to income tax accounting, tax return positions, and disclosures for C corporations and S corporations in this self-study course. Gain practical advice on the accounting methods available to a corporation. This course provides CPE credit in the Taxation field of study.

Differ from the "old" rules. This self-study online course is part of the U.S. International Tax Certificate, a comprehensive learning program geared to help global finance and accounting professionals navigate the highly complex world of international taxation. This course can be purchased individually or as part of the U.S.International Tax: Inbound and Outbound Transactions bundle. You must purchase the bundle to earn the digital badge. This CPE self-study course focuses on determining U.S. shareholder and Controlled Foreign Corporation (CFC) status under the new rules from tax reform. There is also discussion on how such rules differ from the "old" rules. The course also provides a detailed session on the operating rules of subpart F income but not including section 956 and Global Intangible Low-Taxed Income (GILTI) inclusions. There is detailed discussion on international topics regarding calculating and reporting E&P for U.S. federal income tax purposes, as well as practical examples and application. Also discussed in detail are international topics regarding Passive Foreign Investment Companies (PFICs) and foreign asset reporting for U.S. federal income tax purposes, as well as practical examples and application.

In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages.

Non-fungible Tokens (NFTs), unique, identifiable digital assets based on blockchain technologies, have become a fast-growing industry. This course will provide a background on how NFTs came into the mainstream marketplace. These materials will assist the practitioner to understand the tax implications of the creation, purchase and sale of these assets.

Meet the challenges Gain an understanding of the responsibilities of technical reviewers reviewing single audit engagements and learn what you can do to help ensure that the audits under review are meeting the quality standards. We will sort through the complexities so you can identify quality problems through review of the peer review single audit checklists and give you techniques to use in your own technical reviews. You will learn about recent changes in the public interest and the impact they have on technical review. Also, find out about the most common areas of noncompliance with professional standards uncovered by technical reviewers. Featuring detail-rich examples and scenarios to help you apply proven techniques to identify potential red flags during your technical reviews. Hot topics include: Yellow Book independence quality problems with performance of nonattest services Major program determination related to type A low-risk determination and type B risk assessment Low-risk auditee determination cautions Sufficiency of testing percentage and major program coverage

The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those 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.

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

This 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 come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

This 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 come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

This 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, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

This 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, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

Addressing the basics of the new major standard Which leases are within the scope of FASB ASC 842, Leases and what are the basic accounting, financial reporting and disclosure requirements? This webcast answers those questions and more. Case study exercises are included to illustrate how to apply the standard. You will also learn about: The lessee accounting model, including lease classification Amortization of the right-of-use asset Interest on the lease liability The lessor accounting model, including profit recognition and collectability

This course is part of the Cybersecurity Fundamentals for Finance and Accounting Professionals Certificate program. You must purchase the full program to earn the certificate. Think strategically about cybersecurity. Know what services and products are available to improve your cyber resilience. Cybersecurity risk management is complex. There are operational and financial considerations in managing this risk. Fortunately, a number of products and services are available to help. Find out what they are and how you can use them to strengthen your organization's or client's cybersecurity risk management program. You can help clients and organizations by making valuable recommendations on products and services that they can use within their cybersecurity risk management programs. As part of this, you need to be able to speak intelligently about the operational and financial implications of cybersecurity as you communicate with clients and collaborate within your organization. This CPE self study module covers mitigation of losses considerations, such as technology products, insurance, and outsourcing. It also covers the operational and financial implications of cybersecurity. This knowledge is indispensable as cybersecurity becomes more prevalent, especially during the COVID-19 pandemic.

The regulatory landscape Stay ahead Keep on top of regulatory changes and anticipate - and influence, where possible - the regulatory touch points across your operations. Consider key principles associated with good regulation, sources, and types of regulatory risk and some of the main approaches to regulation. Explore a range of factors - some that support compliance and others that hinder compliance. Challenges of regulation Learn how the volume, variety, velocity, and complexity of regulation challenges businesses of all sizes and across all sectors. Understand where regulatory breaches can occur and information lost via increased risk of businesses information overload, departmental silos, and manual data curation. This course provides for 2 hours of CPE credit in the Business, Management and Organization field of study.

This course will identify the factors in the choice of entity decision while considering the impact of various recent tax act provisions.