CPE Catalog & Events

This CPE course can be purchased individually or as part of the Estate Planning Certificate Program. Non-citizen spouses, adoption, cohabitation, pets, blended families, and community property are all issues that may affect your clients' financial and estate plans when they are temporarily, intermittently, or permanently incapacitated. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this course will equip you with the knowledge you need to help your clients plan for these possible situations. As the personal financial planner, you must be adept in navigating these and other new and oftentimes unchartered waters to avoid intervention by a court and the appointment of a guardian or conservator, which could be required if not planned for appropriately. 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.

"CPAs and accountants need to understand income and estate tax minimization techniques.The current $12.92 million estate and gift tax exemption will ""Sunset"" after December 31, 2025. The loss of approximately $6-7 million in exemption can result in an additional estate tax of $2.4 million or more if proper planning is not implemented prior to December 31, 2025. Tax Attorney, Nicholas C. Guerra, Esq., LL.M., explores creative estate planning strategies to minimize both income taxes and estate taxes. The presentation will provide an overview of the estate tax, and estate planning techniques to address the scheduled reduction in gift and estate tax exemptions at the end of 2025. Topics that will be discussed are (i) strategic leveraged gifting transactions, (ii) income tax minimization strategies utilizing C corporation stock (QSBS), (iii) state income tax minimization strategies utilizing out-of-state trusts, and (iv) income and estate tax minimization strategies utilizing life insurance structures. The course has been approved for up to one hour(s) of Accounting & Auditing CPE credit. "

Achieve independence Understand professional independence rules in the accounting profession and how these principles may apply to you. AICPA Code of Professional Conduct Recall the AICPA Code of Professional Conduct and how it applies to you and your business. AICPA independence standards Recognize the AICPA's independence rules and how to apply them to you and your relationships, as well as the rules for accepting and serving firm clients. SEC and PCAOB independence rules Understand the additional independence rules that apply when serving SEC and PCAOB clients.

This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Forensic accountants who calculate damages for individuals need to apply jurisdictional standards and guiding principles to what can be an emotional subject for the parties involved. Through narration by an industry subject matter expert and practical scenario-based exercises, this CPE course describes the types of damages an individual may experience and the scenarios in which damages are usually awarded. Each module contextualizes individual damages and the considerations used to calculate these damages. 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. LEARNING OBJECTIVES Part 1: Recognize the context and types of matters where individual damages arise. Identify and apply the jurisdictional standards and guiding principles applicable to calculating damages involving individuals. Calculate lost earnings and lost fringe benefits. Part 2: Calculate damages involving individuals by applying the various considerations a practitioner may use to calculate individual damages.

Save when you buy the complete Tax Staff Essentials, Level 4 online bundle. Be in the know Congress's frequent legislative changes to the Internal Revenue Code has many individuals and closely held businesses highly focused on the impact of taxes and tax rates on their financial well-being. Become up to date on tax law changes, Tax Court decisions, and the latest IRS guidance, as well as the latest comprehensive tax-planning strategies to preserve your clients' wealth. Show your clients how you are protecting themselves from higher taxes and ensure your role as a trusted advisor.

With a solid industry analysis,the business can better decide whether to enter, stay in, or leave an industry. The tools you will gain from this course will help you define where an industry is in its lifecycle, which can be used for applications such as determining the risk and reward ratio of a potential investment, or the making of strategic choices like diversification, market exit, market stimulation, and so on. Key topics Five Forces Model The Industry Lifecycle The external environment/ecosystem Gain experience with detailed exercises Using case studies, real-life scenarios, and exercises, this course gives you the necessary tools to collect and interpret data to analyse the organisational ecosystem and external environment to boost you onto the next step of your business journey. 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.

The essential competencies you need to understand information security strategies. Information security governance is an essential part of any organization or firm's cybersecurity strategy. This CPE course will provide participants with the knowledge and tools needed to maintain an effective framework for information security governance. You will also recognize the policies, controls and countermeasure procedures to ensure proper control and compliance over confidentiality, availability and information. Please note: If you are seeking the CITP credential this course provides essential competencies on the learning pathway towards understanding information security strategies to help guide and maintain access control polices and procedures in alignment with organizational objectives and compliance requirements.

This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program. There are several ways to calculate how risk should be addressed in a personal financial plan. Each of the various insurance products has its own unique set of calculations. In this audiovisual CPE course updated for the Tax Cuts and Jobs Act, Tom Tillery shows you how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money. In this regard, the personal financial planner occupies a singular position in the risk management process. The management of the economic risk of premature death and disability is critical to any personal financial planning engagement. For most clients, this is the greatest risk to their personal financial plan. As their personal financial planner, you are expected to be thoroughly knowledgeable in the life and disability areas. In this course, you will learn the various legal elements of the insurance policy, as well as other agreements that personal financial planners should have familiarity with, to best educate and serve your clients.

This CPE course can be purchased individually or as part of the Estate Planning Certificate Program. Today, a substantial portion of the wealth held by Americans consists of tax-deferred retirement accounts, such as traditional IRAs, 401(k)s, and 403(b)s. These accounts create a forum for personal financial planners to provide valuable planning opportunities to their clients. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers taxation and income tax planning; integration with other areas of personal financial planning; and, the interrelationship between income tax and estate tax. Hot topics include: Income in respect of a decedent Traditional retirement assets Royalties Equity compensation Annuities Roth IRAs Risk management Elder planning Special needs Terminal illness planning Charitable planning This course also considers planning for income in respect of a decedent (IRD), retirement plans, and net unrealized appreciation, elements which mandate the use of outside advisers, so personal financial planners can work with multiple advisers in achieving the client's estate plan. 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 Investment Planning Certificate Program. Demonstrate your value by coordinating your clients' advisers, a skill-set which will always be in demand and appreciated. In this self-study course narrated by Tom Tillery, you will learn how to simplify the roles of the various advisers and put the client at ease. Updated for the Tax Cuts and Jobs Act of 2017, this course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal financial planner may be working with, as well as the integration of the investment plan with the other areas of personal financial 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 Specialized Forensic Accounting Certificate. Forensic accountants who calculate intellectual property damages need to identify and recognize the various remedies of these damages and the laws governing the remedies. Intellectual property comes with its own valuation complexities, and calculating the damages surrounding intellectual property can also be complex. This course is narrated by an industry subject matter expert and includes practical scenario exercises. The two modules describe patents and other intellectual property, and the types of damages associated with this property type. Each module deep dives into the types of intellectual property, commonly used infringement damages and guidelines for these damages. 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. LEARNING OBJECTIVES Part 1: Identify and understand the various remedies of damages associated with the infringement of copyrights and trademarks or the misappropriation of trade secrets. Recognize the laws governing each available remedy of damages. Identify the issues and pitfalls associated with the infringement of copyrights and trademarks or the misappropriation of trade secrets. Apply guidelines for calculating commonly used remedies of damages associated with each type of intellectual property. Part 2: Distinguish patents from other types of intellectual property. Identify examples of patents. Identify the laws governing patents. Compare the various types of damages associated with patent infringements. Apply guidelines for calculating commonly used infringement damages associated with patents.

Interest rate risk management This course introduces various risk management techniques that companies can use to minimise the financial impact of interest rate movements. In addition, it specifically focusses on the upside risk of interest rate movements and the techniques that allow companies to participate in the gain and minimise the downside risk. Value added topics: Interest rate risk Internal hedging External hedging Interest rate options and interest rate guarantees Derivative round up Interest rate swaps Learn through detailed exercises. The practical hands-on exercises use real-world examples such as case studies and scenarios, designed to give you the skills to evaluate business performance and gain a deeper understanding of various ways to improve business performance and align with organisation goals. 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.

Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit.

For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world.