CPE Catalog & Events

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.

Reclaim your schedule and thrive. If you've ever wondered "Where did my day go?" this course is for you. In an increasing busy world, the ability to plan and prioritize, overcome procrastination, and deal with interruptions is an essential business skill - no matter what your role. This CPE self-study course will provide you with practical time management tools and tips, so that you can reclaim your schedule, meet your objectives, feel more in control, and have less stress.

Nonprofits serve a unique purpose in society compared to other entities. Nonprofits face special accounting, operational, and compliance challenges for effective management and governance. This course will provide an overview of the broad barriers and challenges faced in the nonprofit environment.

Navigating in uncertain times Understand how differing trade policies of governments around the globe increase uncertainty for business regardless of how or where they operate. Vital for decision-making Learn about the economic debate as it relates to international trade and the differing degrees of economic integration. Understand how businesses making important investment decisions must address their exposure to cross-border trade and its impacts. Gain insight into some key characteristics underpinning global trade tensions, increasingly on many organizations' risk radar. Net winner or loser? Understand the benefits and the challenges that increasing international trade tensions can have on your business. Consider your value chains and geographic footprint, and understand where resilience needs reinforcing and risk appetite needs re-assessing. This course provides 1 hour of CPE credit in the Business, Management and Organization field of study.

" Transfer pricing is a highly contentious tax issue for many companies with cross-border transactions. Governments worldwide all want their `fair share' of tax from multinationals. However, many companies may be missing out on cash savings opportunities by revisiting transfer pricing policies. We will also review tax court developments that may impact US multinational companies. This program was developed for the FICPA by Alex Martin with KBKG. This session was previously recorded for the FICPA at virtually on January 26, 2023The course has been approved for up to two [ 1] hours of [TB] CPE credit."

Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners.

This CPE course can be purchased individually or as part of the Estate Planning Certificate Program. Which plan is appropriate for your client? Before you can make reasoned recommendations, you must have knowledge of trust types, features, and taxation so you can best educate and advise your clients. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers ancillary documents necessary to support the estate plan and the client, including a durable power of attorney and the durable power of attorney for health care, as well as living wills and trusts. This course will ensure you understand these documents, what they seek to accomplish, and how they are put into 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.

Build a solid foundation. This self-study online course is part of the U.S. International Tax Certificate, a comprehensive learning program geared to help global finance and accounting professionals navigate the highly complex world of international taxation. This course can be purchased individually or as part of the U.S. International Tax: Advanced Issues bundle. You must purchase the bundle to earn the digital badge. The CPE self-study course focuses on U.S. tax treaties. This is an overview of the U.S. tax treaty definitions and their impact on permanent establishment, business profits, tax residency, hybrid entities, Fixed, Determinable, Annual or Periodic (FDAP) income, limitation on benefits (LOB) clauses, income resourcing, and foreign tax credits.

Build a solid foundation. This self-study online course is part of the U.S. International Tax Certificate, a comprehensive learning program geared to help global finance and accounting professionals navigate the highly complex world of international taxation. This course can be purchased individually or as part of the U.S. International Tax: Advanced Issues bundle. You must purchase the bundle to earn the digital badge. The CPE self-study course focuses on U.S. transfer pricing and global base erosion and profit shifting (BEPS). This is an overview of the U.S. transfer pricing rules regarding Section 482 and its applicability. It discusses different transfer pricing methods, levels of documentation prepared for clients, penalties, as well as BEPS and relationship to U.S. and global transfer pricing.

Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization.