CPE Catalog & Events

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.

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.

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

" 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."

Description: You are likely familiar with and/or have experience with IRS summonses. BUT - Did you know there's a lot of procedure and decorum that goes into issuing a summons that you can leverage to help your client? This program will focus on the basics of an administrative summons, what the IRS can summons for, how you should comply with a summons, summons referral criteria, and common errors and misnomers the IRS can make in generating/serving a summons. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation you will be able to...Distinguish IRS authority to summons.Identify practical approaches to complying with an IRS summons.Recognize IRS summons procedure.Recall the steps involved when the IRS decides to make a summons referral.Recognize how to elevate summons disputes. Program Content: The major topics that will be covered in this course include:The ingredients that make up an IRS summons.The IRS' legal authority to summons.How to comply with a summons.Whether to appear in response with your client or not.Common errors the IRS can make that will invalidate a summons.Following DOJ summons referral process; all based on an actual case. Who should attend: EA's, CPA's, attorneys, and anyone Interested in learning more about IRS representation and tax problem solving. Developed By: Billy Fauller Instructor: Billy Fauller CPE Credit: 1.00 Field of Study: Taxes (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

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.

In the "Excel - Formatting Spreadsheets for Beginners" class, you learned basic formatting of a spreadsheet. In this class, we take you to the next level by teaching you how to customize many of the formatting options.Learn to customize cell styles and how to use these styles in other workbooks. Most Excel users know how to select number formats but this class shows how to leverage the Custom Number Formatting option to create special formatting options.Many of the formatting options are applied manually, cell-by-cell or by range. This can be tedious if there is a condition by which you want to apply a format. You will learn to use Conditional Formatting to format based upon a criteria.Have you ever finalized a spreadsheet, only to accidently make changes over the top? This action is something that is very easy to do. This class demonstrates various options to prevent this from happening and will look at various security options within Excel.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.