CPE Catalog & Events

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.

Rethinking the linear model Mindset and relationships Learn how the depletion of finite resources is prompting business to reconsider their business models. Explore different types of circular business models to see if any fit your business, and be open to the need to approach this with an emphasis on systems and design thinking. Understand the need to rethink relationships with markets in which your business operates, how you interact with customers, and your impact on the natural world. Technical and biological cycles Explore the technical and biological cycles of the circular economy and discover some of the key drivers and technological developments driving the circular economy toward mainstream 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 Estate Planning Certificate Program. As a personal financial planner, you should have a broad awareness of the foundational concepts of estate planning to be an effective advocate for your clients. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course addresses elements and deductions of the gross estate and the calculation of the federal estate tax. Additional topics include: Income in respect of the decedent and its impact on the federal estate tax calculation; State estate and inheritance taxes; The rule for gift taxes paid within three years of death; The treatment of adjusted taxable gifts This course also covers the key steps in the calculation of Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return. 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.

How have successful finance and accounting organizations shed the image as only compliance or transactional specialists to get a seat at the table with decision makers? First, they accept technical competence as a given. Second, they spend the time to develop critical relationships and understand what's important to these individuals. Third, they learn all there is to know about the business, its customers, and the competition. This program explores how the finance and accounting organization positions itself to work as a trusted advisor to the business. (Available as a 2-hour on-demand and webcast)

** Level up your skills for the future ** This CPE course can be purchased individually, or as a part of the Blockchain Fundamentals for Accounting and Finance Professionals Certificate program. Become aware of future trends of blockchain, such as decentralized apps, decentralized autonomous organizations, and offchain transactions. This CPE self-study will prepare you to adapt yourself to this new environment. Level up your skill set to keep relevant and play a critical role in the future.

Environmental, social, and governance (ESG) has become an area of increasing focus. ESG reporting includes a broad spectrum of quantitative and qualitative information. Interested parties seek to understand the effects of relevant ESG matters on an entity's business strategy, cash flows, financial position, and financial performance. This course will focus on the impact of ESG-related matters on the fair preparation of financial statements and related disclosures, and the related financial statement audit considerations.

SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality to risk-based audits. The concepts apply to financial statements audits, including those performed in accordance with Government Auditing Standards. This course will discuss the important clarifications and enhancements intended to improve audit quality.

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. Play a key role as a trusted adviser in cybersecurity risk management. As a finance and accounting professional, you have a key role in helping your organization or client manage cybersecurity risks. You must understand the importance of cybersecurity and your role to immerse yourself in cybersecurity risk management. This CPE self-study course highlights the importance of cybersecurity and the role you play. It also emphasizes the importance of developing and applying a security mindset to become a trusted adviser to your organization and client. Learn more about how the traditional accounting and finance role is affected by cybersecurity. This knowledge is indispensable in today's global digital landscape of persistent and increasing cybercrime, especially during the COVID-19 pandemic.

CPAs and accountants need to understand the accounting and auditing considerations. Implementation of the Revenue Recognition and Lease accounting standards continues with the requirement that nonpublic entities implement the Lease standard for periods beginning after December 31, 2021. The FASB has also provided additional guidance in 2021 for both Revenue Recognition and Lease application.

Is it getting harder to find success in your business? Or has your work become mechanical or routine? Amy Vetter, an accomplished CPA, business executive, serial entrepreneur, and yoga practitioner, will show you how to rekindle or discover the spark you desire for your career and business. Based on her book, Business, Balance &; Bliss: How the B3 Method Can Transform Your Career and Life, Amy will provide listeners with heartfelt insights and tips, backed by scientific research, on how to discover and align their authentic selves and inner talents with the work they do. Actionable tips and tools will be provided on how attendees can find their own sense of work-life harmony to live a more authentic, purposeful life.

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 narrated PowerPoint video, Tom Tillery will teach you how to counsel your clients to set practical and realistic goals for retirement and financial independence. In Part 1, you will learn the process of how to identify personal financial goals and resources, design financial strategies and make personalized recommendations to assist your client in achieving these goals. Part 2 covers the regulatory and legislative environment surrounding retirement plans. You will learn the key rules and laws regulating retirement plans, including how ERISA and the Internal Revenue Code (IRC) govern qualified retirement plans and protect plan participants. 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.

This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program. Do your clients have the knowledge they need to make reasoned decisions about the types and amount of insurance to purchase? Updated for the Tax Cuts and Jobs Act, this narrated audiovisual CPE course covers important aspects of the risk management process and the professional environment. In the course, Tom Tillery helps you to educate your clients about the principles of risk and insurance. Mirroring the personal financial planning process, this course covers the six-step risk management process as follows: Establish and define the client relationship. Gather pertinent client data to determine the risk exposure. Process and evaluate the client's status. Present financial planning recommendations. Implement personal financial planning recommendations. Monitor financial planning recommendations.

The world has changed, but has your finance department changed with it or are they doing the same things the same way they always have? Being technically competent is no longer enough; you have to be able to connect with people throughout your organization. In this session, we will cover definition and characteristics of strategic leadership. We will review 15 roles to enhance: your position in the organization, your interactions with other departments, and your strategic role in your organization. These strategic roles will help move you and your department into the future; go from being a disliked cost center to an appreciated, value-adding resource within your organization. This course is designed to build on what you are already doing right and add specific steps you can implement immediately to have a positive impact on your organization's future.