CPE Catalog & Events

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.

This CPE course can be purchased individually, or as a part of the Fundamentals of Fundamentals of Personal Financial Planning program. Understand estate and charitable planning as part of developing a comprehensive and practical financial plan for your clients. By learning the essentials of both estate planning and charitable planning, you can help your clients create such plans and understand all of the necessary considerations therein. Learn first the historical context of estate taxation in the United States, so that you can understand how the current environment has evolved. Then, through real-life scenarios and practical guidance, explore the following topics: The fundamentals of estate planning, including probate and typical deductions and exclusions Estate planning documents, including wills, revocable trusts, power ofattorney, living wills, and advanced health care directives Estate tax calculation, starting with the gross estate and covering deductions and adjustments The flow of funds in estates, including general power in an irrevocable trust; Crummey powers; health, education, maintenance, and support standards; and 5 or 5 power Learn how charitable planning is an integral part of estate planning as well as a major consideration in tax planning by exploring the following topics: IRC Section 501(c)(3) organizations and tax deductible contributions Charitable gifts, including cash, real estate, personal property, ordinary income property, and life insurance Charitable trusts, including split-interest trusts, lead trusts, remainder trusts, private foundations, and donor-advised funds Taxation and income tax planning, including the application of limitations, ordering rules, carryover rules, and qualified charitable distributions

This video-based CPE course is included in the Not-for-Profit Certificate II Program. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Governance and Assurance track. Not-for-profits (NFPs) are in the public eye and often held to a higher standard than for-profit businesses. Unfortunately, NFPs are not immune to ethical scandals and failures, which often play out in the media with attention from legislators and regulators. This CPE course offers you detail-rich examples and interpretations that will help you apply proven techniques to address ethical challenges and create governance practices to create a culture of ethical management. Note: As of August 1, 2018, course content has been updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08). Many states do not accept the AICPA course to meet the Ethics requirement for earning or maintaining a CPA license. Please contact your state board to determine which Ethics course is required

What can you do to enhance your commitment to the highest ethical standards of the profession? How will doing so bring you more business? In this unique and engaging ethics course, the instructor, Dr. Bruce Weinstein, The Ethics Guy (R), reveals ten crucial qualities of CPAs. They are: 1. Honesty 2. Accountability 3. Care 4. Courage 5. Fairness 6. Gratitude 7. Humility 8. Loyalty 9. Patience 10. Presence (focus or mindfulness) You're already a good CPA and a good person. This course will show you how to be even better. The result will be greater satisfaction in your professional relationships, a deeper commitment to the profession of accounting, and much more business. Please note that this is a stand-alone course for 2 CPE credits in Behavioral Ethics, but you'll maximize your ROI by also taking "Ethics: How to Build and Keep Your A-Team". Together these courses are two of the surest pathways to sustained success in accounting.

You may want to be on the nightly news, but not for an egregious breach of ethics. You may be saying, "that will never happen to me."; And those were the words spoken by Wells Fargo, United Airlines, Senator Al Franken, and Steve Wynn. Sadly, a claim of an ethical failure stays in the news for almost 5 years. Long enough to damage your reputation and lower your profitability. An ethical climate needs constant care and feeding to be maintained. In this lively and thought provoking session, we will discuss why ethics is both complicated and difficult, how to prevent employees (and you) from taking the first step down a slippery slope, and walk through a six-step process for creating an ethical culture.

The title of this webinar is NOT a joke. If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents, your business will prosper, you will take better care of yourself and lose that weight, and either find or keep the love of your life. However, you are the one that will have to do the work, day in and day out. All Bruce can do is show you the way. If you are willing to commit (or renew your commitment) to leading your business and your personal life with ethical intelligence, this is the perfect webinar for you. The work you put in during and after the webinar will help to make you a better CPA and a better person.

Can you afford to hire a single dishonest person? Of course not. But what are you doing to ensure that you hire and promote only honest, accountable people? One of the most common complaints in business is, "I can't find and keep good people on my team." This distinctive, results-focused webinar will show you the four things you must do to hire and retain the very best employees at every level of your organization. This one-hour presentation in behavioral ethics disguised as one of the most practical, revenue-building webinars you'll take this year.

The walking dead aren't the only threat to your business. So are several dangerous, even terrifying myths about what ethical leadership is and is not. This fun and distinctive webinar will present what Forbes contributor Bruce Weinstein, The Ethics Guy, calls "zombie ethics"-myths about accounting that hinder your ability to serve your clients and enjoy a thriving business. Taking a page from Nobel laureate Paul Krugman's recent work, zombie ethics are ideas about ethical leadership that deserve to remain buried but keep resurfacing from time to time. They walk the earth and wreak havoc. In this engaging webinar, The Ethics Guy will show you how to send them back to the cemetery for good. You can then fearlessly bring in new business--and watch your practice soar!

How did the world's superstars build such powerful businesses? What lessons from the biggest musicians, movie stars, athletes, and innovators will help you become more successful? We'll explore how the principles of ethics and the traits of high-character leaders have made your favorite celebrities who they are and how you can follow in their footsteps. This webinar is based on presenter Bruce Weinstein, The Ethics Guy's popular Forbes.com columns, "Lead Like..." It's an ethics presentation disguised as a fun, engaging, and entertaining journey into what makes superstars so influential and how they are able to sustain their stellar success.

"It is essential for CPAs to have an understanding of the ethical problems and principles that impact their daily interactions with clients, employers, and regulatory authorities. This course reviews the frameworks provided in the Florida Statutes, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct that determine the expectations for your behavior as a Florida CPA. Through an interactive and engaging dialogue, we will focus on the application of specific rules and requirements within that framework and recent trends in business and professional ethics. The course fulfills the biennial ethics requirement for Florida CPAs. This course is QAS self-study and must be completed by one year of purchase. This course is included in the 24/7 Learning Library."

While ethics training is required by many professions, the true value of the CPA license is in understanding how critically important ethical conduct is to one another and the public. This course will focus on tax-specific ethics issues, with a special focus on recent tax cases, as well as a CPA's responsibilities as defined in the AICPA Code of Professional Conduct and IRS Circular 230.

This CPE course can be purchased individually or as part of the Core Forensic Accounting Certificate. Factual evidence is the bedrock of a forensic accountant's case. Gaining this evidence efficiently and properly is important to the forensic engagement. Through narration by an industry subject matter expert and application exercises, this CPE course describes topics such as types of evidence, the process to find the evidence, reviewing and analyzing documents, as well as finding and verifying electronic evidence.

Adapt and evolve. The business ecosystem will adapt and evolve in response to changes in the wider environment. As the business environment has become more competitive, dynamic, and complex, the focus has shifted to not only identifying customers' needs and wants, but also to creating customer wants where they did not exist before. In this course, you will learn how evolving can change the business ecosystem and how to analyse customers to support your organisation's strategy. Gain experience with detailed exercises. Using case studies, real-life scenarios, and exercises, this course will give you the necessary tools to identify drivers for change in the business ecosystem and how to analyse your customer base to boost your overall success. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program. Key topics Ecosystems and strategy formulation The business ecosystem Understanding customers

The importance of Defined Names and Excel Tables is detailed in our course "Excel - Two Must Know Features: Defined Names & Tables." Once you understand these two features, how can you use them to build advanced spreadsheets?This course is designed to demonstrate how you can use these features to build better spreadsheets that are easier to read, easier to update and more accurate. Learn about the INDIRECT function and how to use it with Defined Names to build a summary table. You will also learn the importance of Consistent Column Calculations and how tables can help. We will demonstrate the use of Structured Table References, as this is the foundation for using the advanced data analytics.This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel.

In this course, we will focus on Financial, Statistical and Math functions. In the Financial functions section, you will learn how to use the financial functions to build better amortization schedules. In the Statistical and Math functions sections, you will learn how to use various statistical functions to analyze your data. Depending on your version, Excel has over 500 functions already built in and ready to use. How many of those do you incorporate into your spreadsheets? You will learn some powerful functions that will take your calculating power to the next level. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.