CPE Catalog & Events

" COVID impacted sales and use tax in ways that are still being uncovered. Participants will uncover the initial steps taken by states. From there, the attendee will see where states currently are with regards to their COVID protocols. Finally, the participant will be advised of potential outcomes for states in the near future. In any respect, attendees must be prepared for continued aggressiveness by states to recoup money that had been lost by COVID but also may be lost due to the impending recession. All should understand ways in which they might be able to fight back against the overreaching that has been and will continue to be done by the states. This program was developed for the FICPA by David J. Brennan, Jr., Esq. LLM (Tax) with Moffa, Sutton, & Donnini, P.A., a firm that specializes in state and local taxes. It was previously recorded on October 20, 2022, at 9:05 a.m. EDT."

This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. Are you educating your clients on the tax effects and opportunities available for their investment portfolio? Narrated by Tom Tillery, this three-part course Illustrates how the Investment Policy Statement (IPS) guides the planner and client through the investment process. The course covers the components needed to create an investment policy statement (IPS), including: Income tax planning and strategies Allocation strategies Services most financial advisers do not take into consideration. The last section pulls it all together, describing how to develop the IPS, identifying the components of the IPS, and a discussion on how the IPS provides guidance for the personal financial planner and client throughout the engagement. This course features a handout that includes a sample Investment Policy Statement you will refer to time and again in your practice. 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 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 discuss contributions to, and distributions from, various types of retirement plans. Contributions to most retirement plans are made on a pre-tax or tax-deductible basis. Income tax benefits are available to both employers and employees; and, for most retirement plans, the contributions grow on an income tax-deferred basis. Clients will face several challenges throughout the retirement years: providing care for elderly parents, children moving back home, and health issues. And, there are retirees who may have outlived, or overspent, their nest egg. This course will explore the risk-management tools and strategies to mitigate or eliminate these risks (or both). Financial advisers and clients alike, often incorrectly perceive that deployment of strategies and recommendations is the first step in the implementation phase. In the final part of this course, you will learn that the first step should be a review of the client's existing estate plan, or the creation of an estate plan. A current estate plan and the appropriate ownership of assets that are set aside for financial independence is just as, and may be even more, critical than the assets themselves. 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. 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.

CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations.

Make better decisions by enhancing your critical thinking skills. Critical thinking is an essential element of the professional accountant's toolkit - no matter the role you hold. It's an invaluable life skill which you can apply anywhere, provided you do it in the right way and at the right time. This CPE self-study course will provide you with the essential information to enhance your critical thinking skills, so you can diagnose problems, make better decisions, identify effective solutions, and become aware of the consequences of your actions.

Cryptocurrencies are hot topics in today's business environment. In this seminar, we present an overview of how cryptocurrencies work, are taxed, and used in industry. This seminar also includes a general analysis of cryptocurrencies income tax planning and compliance.

Minimise the effect of fluctuations in the value of assets and liabilities Exchange rates between most pairs of currency change constantly throughout the day. Gain the skills to hedge the risk of fluctuation in the ultimate value of expected transactions. Acquire new skills to demonstrate your proficiency Foreign exchange risk Value of expected transitions External hedging techniques Internal hedging techniques Gain practical experience Use hands-on exercises such as case studies and scenarios to evaluate business performance and gain a deeper understanding of 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.

Staying current on significant changes in Government Audit Standards can be difficult. This course covers the most important issues and changes relevant to Yellow Book financial statement audits.

Retain your customers Discover the tools you need to preserve customer relationships and maintain a balanced customer portfolio for your business. Develop your skills Customer value management cycle Customer segmentation Customer lifetime value Customer profitability analysis Customer portfolios BCG Matrix Gain experience with detailed exercises. The practical hands-on exercises use real-world examples and are designed to give you knowledge on how to retain customers and improve relationships. 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.

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. Protect your data and other assets from the devastating effects of cyberattacks! The increasing frequency and variety of cyberattacks leaves individuals' and organizations' data susceptible to breaches. Preventing attacks and addressing vulnerabilities is particularly important for those in the finance industry, especially as the volume and complexity of data increase and new data privacy laws are introduced. Everyone, especially those in finance, is vulnerable to cyberattacks resulting in data breach. Educate yourself, your team, and your organization or client on types of attacks and how to prevent them. Secure your data by complying with rigorous privacy regulations. This CPE self-study course module covers various types of cyberattacks to help you acquire the necessary knowledge and gain an understanding of the importance and impact of cybersecurity risks to your organization or client. It also covers the impact of data breaches on organizations and compliance with privacy regulations. This knowledge is indispensable, especially given the increasing attacks on individuals and organizations during the COVID-19 pandemic.

This certificate program is a bundle of the Cybersecurity Advisory Services Certificate Program and the SOC for Cybersecurity Certificate Program, which can be purchased individually. Certificate Program NASBA Field of Study Level CPE Credits Authors Availability Cybersecurity Advisory Information Technology Basic 15.5 Mark Burnette, Drew Hendrickson 1 year SOC for Cybersecurity Auditing Intermediate 14.5 Tony Chapman, Anurag Sharma 1 year Free eBook with purchase! Reporting on an Entity's Cybersecurity Risk Management Program and Controls - Attestation Guide is included (an $89 value) and will automatically be added to your cart when you purchase this certificate. Created by the AICPA, this authoritative guide provides interpretive guidance to enable CPAs to examine and report on an entity's cybersecurity risk management program and controls within that program. The guide delivers a framework which has been designed to provide stakeholders with useful, credible information about the effectiveness of an entity's cybersecurity efforts.

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. Cybersecurity is a rapidly developing field - stay informed to keep up. There are many cybersecurity frameworks available. It's important to understand the options available and the differences between them to help your organization and clients respond to the shifting regulatory and cyber threat landscapes. You must be able to speak intelligently about cybersecurity to both internal and external audiences. To achieve this goal, learn about the different frameworks available and how they may be used to develop and implement a cybersecurity risk management program (CRMP). Also, gain an understanding of regulations that may be applicable for compliance purposes. This self-study module covers several noteworthy cybersecurity frameworks and regulations to help you acquire the necessary knowledge to determine applicability to your organization or client. It also introduces you to the AICPA's cybersecurity risk management reporting framework. Find out what security frameworks will best meet your cybersecurity and compliance needs. This knowledge is indispensable given that rapid changes to cybersecurity risk management programs may be needed during the COVID-19 pandemic.

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. How does cybersecurity risk management affect the activities you perform? Incorporate cybersecurity into risk assessment, controls identification, and other activities you perform. Managing cybersecurity risks is challenging. As the cyber landscape evolves, so too should considerations related to cybersecurity as you: Assess risks Identify controls to address those risks Develop policies Perform certain activities, such as vendor management and governance, among other things Cybersecurity is not just for IT professionals anymore. Clients and organizations are increasingly looking to financial and accounting professionals to be actively involved in risk management. This CPE self-study module covers key cybersecurity policies, controls, and procedures as part of a cybersecurity risk management program. It also covers risk assessment and controls and activities relevant to finance and accounting as part of a cybersecurity risk management program. This knowledge is indispensable in today's global digital landscape, especially during the COVID-19 pandemic as the focus on cybersecurity risk management increases.

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. Digitization is transforming business every day, making cybersecurity even more crucial in today's world. As more organizations transition their data operations online, increasing their need for data storage, transfer, and accessibility by various means, it's critical that they understand the cybersecurity implications of such digital transformation. As a finance and accounting professional, you have a key role in helping your organization or client manage cybersecurity risks. As part of that role, it's necessary to consider the impact of digital transformation and market trends on cybersecurity risk management. This CPE self-study course lays out market trends in digital transformation and their impact on cybersecurity. This knowledge is indispensable in today's ever-changing global digital landscape, especially with clients and organizations relying more on technology during the COVID-19 pandemic.

This session explores tools and techniques that can enhance the efficiency and effectiveness of client engagements and business processes using data analysis tools. We will introduce some of today's popular and software tools and examine the AICPA's Five-step approach to incorporating data analytics into public accounting engagements.

Grow your decision tree. Decision analytics help you evaluate your options. A decision tree is an excellent tool that allows you to lay out options and investigate the possible outcomes to then objectively choose your course of?action. Along with value and sensitivity analysis, you will have the tools to make an impact. Tools that demonstrate proficiency in decision-making: Decision trees Information value Sensitivity analysis The course offers real-life examples for you to practice and gain confidence in applying the decision-making tools at your company. 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.

Costs shouldn't manage you. This course will give you the tools to make decisions that improve financial performance. By focussing on cost-volume-profit analysis, and using factors and techniques to improve short-term decision-making during times of uncertainty, you can develop a cost accounting framework to make effective decisions in today's fast-paced business environment. ### Value added topics: Relevant costs for short-term pricing decisions. Breakeven analysis. Risk and uncertainty. Gain practical experience. The hands-on exercise uses real-world examples to enable you to apply cost accounting tools and acquire a deeper understanding of the essential skills of effective decision-making and how risk and uncertainty can be built in. 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.

What's behind the decision tree? Gain a deeper understanding of how resources are allocated under uncertainty and acquire the tool that provides analytics to managers for planning and controlling. By focussing on probability techniques, you can evaluate each choice under uncertainty and identify unique opportunities to learn management practices and strategies to make effective business decisions. Value added topics: Probabilities and expected values Decision trees The value of information 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.

Most organizations have many of the basic controls required to operate in place. However, a notable percentage of these companies do not have important measures that can help enhance security, productivity, and the quality of information available for decision making. In this session, we work to identify areas where important internal control measures are needed. We spend time explaining why these controls should be created, and show in detail some specific controls that would be beneficial if utilized. Those wishing to strengthen an internal control system should strongly consider attending this session.

Time to demystify artificial intelligence. The term AI has been in the news for decades, inspiring a mystique that has rarely lived up to the expectations . . . until now! AI now offers the potential to revolutionize the way we do business - from reinventing customer experiences to predictive forecasting to prescriptive marketing approaches. A practical understanding Demystifying Artificial Intelligence provides a practical overview of artificial intelligence, machine learning (ML), and deep learning (DL). In this CPE self study course, you will be introduced to key concepts and capabilities, and the fundamental knowledge needed to understand the AI revolution from a business perspective. Real-world examples and use cases will be used to explain and illustrate concepts throughout this course