CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
What If Your Client Didn't Take Reasonable Compensation
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Online
1.00 Credits
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Simplify Outlook Meeting Scheduling with Office 365 Bookings
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Online
1.00 Credits
Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Building Security and Efficiency With Internal Control
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Online
8.00 Credits
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How-To Guide to Fraud Investigations
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Online
2.00 Credits
Learn how to investigate an asset misappropriate scheme. We will dig into asset misappropriation by learning some of the most common schemes and red flags. Learn data analysis techniques used in the early stages of a fraud investigation. You will be guided through a detailed case study to see forensic accounting techniques in action. This is the most practical fraud investigation course you will ever take. Rather than learning only the theory of fraud, you will learn how a forensic accountant actually investigates fraud from the beginning to the end. We focus on forensic accounting techniques used in the field to prove what happened, who was involved, how much money was stolen, and where the money went. How-To Guide to Fraud Investigations is Part 3 of a series of four courses on fraud investigations. Each course is a stand-alone class that may be taken individually. For comprehensive instruction on completing a fraud investigation from start to finish, take all four. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Circular 230 and Rogue Return Preparers
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Online
2.00 Credits
You are not required to be a professional to prepare tax returns, but you are required to abide by regulations when preparing tax returns and representing clients with the IRS. Circular 230 is the guidebook that the United States Treasury uses to regulate those activities. Every year, return preparers are sanctioned, penalized, and sometimes imprisoned for violating various statutes and regulations. If a substantial amount of your CPA firm's revenue comes from tax preparation, this course is a must. Every year, return preparers violate these regulations, and are caught by the IRS. This presentation will help the CPA know the rules so they can stay in compliance with confidence while providing their client with tax preparation and IRS representation service. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 205: Auditing Liabilities and Long-Term Debt Risks
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Online
2.00 Credits
Auditing Liabilities, Including Long-Term Debt - Addressing the Risks of Completeness, Classification, and Disclosure will discuss tips and techniques for auditing accounts payable, accrued expenses, and common long-term financing arrangements and related debt covenants. The completeness and proper classification of liabilities are the typical higher audit risks. The complexity of the debt financing arrangements may create a significant risk requiring more persuasive audit evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel - Using PivotTables for Data Analysis
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Online
4.00 Credits
Excel is the #1 data analysis tool for accountants, yet many accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make analyzing data an easy task for all accountants. Participants will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the setup options and features. 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Payroll Essentials: Ethics in Payroll
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Online
2.00 Credits
Payroll is among the most common tasks an employer undertakes in the course of running their business. At it's most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. However, once you look under the hood, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on government forms. Ethics in payroll is present in every step in the payroll process, from handling employee confidential information and dealing with pay, compensation and fringe benefits, to acting as an intermediary on behalf of federal, state, and local governments in the collection and remittance of payroll taxes. All levels of payroll staff- from payroll processor to payroll manager to CEO - encounter ethical considerations in their conduct when dealing with payroll matters. This course will discuss ethics as it pertains to payroll. Attendees will leave with a comprehensive framework for ethical decision making in the payroll function, as well as some real-life examples of what happens when stakeholders in the payroll process make the decision to decouple ethics from payroll. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Key Cybersecurity Controls for CPAs
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Online
2.00 Credits
This course will provide overview of key cybersecurity security domains that CPA's should evaluate in an audit. It will provide an overview of each security domain, and an overview of how to evaluate and assess the sufficiency of the cybersecurity control. Examples of security domains that will be covered include: Change management Access management Data integrity This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel - Functions and Formula Shootout
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Online
2.00 Credits
Are you aware there are 470+ formula functions in Excel? Do you realize that they add new functions in every major version of Excel? Did you know that Microsoft adds new functions throughout the year in the Office 365 version of Excel? Are you stuck using old or simple functions like SUM or ROUND? Do you want to expand your knowledge of the extensive function library in Excel? If these questions peak your interest in becoming an Excel function expert, this course is right up your alley. This past-paced course digs into some of the most powerful functions in Excel. Although we cannot cover 470 functions, we will look at over 20 functions that will allow you to create advanced calculations in your spreadsheets. Some examples are: VLOOKUP, IF, IFS, FORECAST, RAND, SWITCH, TEXTJOIN, UNIQUE, SUBTOTAL, IS, TEXT and more! We will also provide example files that will include all the functions used during the class. It's time to take your Excel spreadsheets to the next level. This session is presented using Excel 2019/Office 365. Most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit 206: Analytical Procedures - Audit Fundamentals
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Online
2.00 Credits
Analytical Procedures - Comprehending Financial Statement Audit Fundamentals will provide the tips and techniques necessary to gather sufficient appropriate audit evidence to support conclusions using analytic procedures common to financial statement audits. Properly designing, documenting and evaluating results of analytic review procedures is critical for performing an effective and efficient audit engagement. Note: This course is recommended as a part of a 16-hour audit skills curriculum for experienced staff auditors, while it is also appropriate for anyone who has responsibilities for performing financial statement audit analytics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Microsoft Outlook "Must Know" Email Tips
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Online
2.00 Credits
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Like-kind Exchanges in Real Estate Transactions
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Online
2.00 Credits
Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal "shelters" available to those buying and selling real property. We cover the basic structure of a LKE, and ways a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including Delaware Statutory Trusts (DST). We also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. This course is ideal for CPAs, EAs, lawyers, real estate professionals, accountants or other tax professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Section 174: New Rules for Research & Experimentation
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Online
1.00 Credits
This program addresses the most recent developments impacting taxpayers incurring research and experimentation costs. Emphasis will be placed on compliance with the 2022 change in Section 174 Amortization of research and experimental expenditures. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Advanced Negotiations: Beyond Getting to Yes
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Online
1.00 Credits
Anytime someone says "I want," "I need," or "Will you," you are in a negotiation. For decades, the negotiation techniques described in "Getting to Yes" by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods. These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it. More recent research on human psychology has revealed new methods that will allow you to do even better. Sometimes, you can't settle for getting half of what you want. Sometimes you have to have it all. This webinar explores negotiation's human side, to give you powerful people skills that will let you get more. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Motivating the Right Way - Get the Most From Your Staff!
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Online
2.00 Credits
Are you getting the most from your staff? Are you paying top-dollar and still not getting high performance? New research gives us the insights to effectively motivate your people. This session discusses proven people motivation tactics. Many 'old' methods really did not motivate in the past and certainly do not work today. Getting the most from your people requires new, very learnable, leadership techniques. Whether your business is large or a start-up, getting people to move forward as one is a challenge. This session will show you how to create an environment where your talented employees can excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How SAS Nos. 134-145 Improve Risk-Based Audits
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Online
4.00 Credits
Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Implementing and Maintaining an Internal Control System
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Online
8.00 Credits
Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Online Fraud Aimed at Individuals That Can Affect a Company
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Online
2.00 Credits
We have all heard the statement that it is the people that work at a company that gives it value. It is, sometimes and unfortunately, also the people that provide fraudsters with an entry point into an organization that can lead to hardship. This is even more true now because cyber-attacks on both organization and individuals have increased notably. Many highly publicized corporate hacking events are successful, at least in part, because an individual was targeted. In this session, we look the types of fraud that take aim at individuals with a special focus on the growth of cyber-attacks. We then discuss measures that can be put forth to help employees protect both themselves and the organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.