CPE & Event Calendar

The third in a four-part series takes a deeper dive into the keys to becoming an effective leader. You'll understand the components of self-awareness-understanding who you are, how others perceive you, and how to course-correct when necessary. We'll also cover the ability to effectively communicate and influence others, how to drive achievement and results and learn about the willingness and the ability to develop others. View all of the courses in the New Manager Series.

Second, in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness-understanding who you are, how others perceive you and how to course-correct when necessary. Cover the ability to effectively communicate and influence others. To drive achievement and results. Learn about the willingness and the ability to develop others. Identify your reactive leadership tendencies and how they show up, especially under pressure. Recognize what is driving your desire to be liked and where you're giving away your power. Learn the importance of building trust and relationships with team members and develop tools to get started. Learn steps to gain influence with your team to generate results. Visit Series Page

First, in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness-understanding who you are, how others perceive you, and how to course-correct when necessary. Cover the ability to effectively communicate and influence others. To drive achievement and results. Learn about the willingness and the ability to develop others. Recognize the impact of your leadership on those around you. Create the shift from 'Me' to 'We' and utilize a growth mindset. Identify what kind of leader you want to be. Set Intentions and Goals for your development through the series. Visit Series Page

Fourth in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness-knowing who you are, how others perceive you, and course-correct when necessary. Cover the ability to effectively communicate and influence others, to drive achievement and results. Learn about the willingness and the ability to develop others. Understand the basics of employee engagement. Identify what gets in your way when it comes to Delegation. Learn the four steps to using delegation as a development and engagement tool. Learn how to effectively provide feedback, both formally and informally. Visit Series Page

Did you miss the conference? Don't worry! Here's an excellent opportunity to stay up-to-date with timely updates related to the nonprofit market from industry and public accounting experts at your convenience. This year's sessions are packed with valuable insights, covering a wide range of topics including emerging tax issues, efficient controls, and managing private endowments. You'll enhance your knowledge of crucial updates in accounting, auditing, legal matters, taxation, and regulations that are specifically relevant to the nonprofit sector.

Not-for-profit organizations are one of the fastest-growing sectors of our economy, making it increasingly important that auditors, attorneys, CFOs and other advisers understand the unique accounting principles and challenges that apply. Examine the core principles and practices of not-for-profit accounting; review the general characteristics and operational environment of not-for-profit organizations; and discuss how to apply generally accepted standards and principles. Also, learn risk management best practices and common accounting errors.

Nonprofit organizations must provide their donors with tax receipt letters (written acknowledgment) to comply with IRS rules and help donors get their tax deductions. Preparing tax letters is a deceptively simple task with many tricky points. In this course, we'll discuss the elements that should go into each type of tax letter, the mechanics of quid pro quo contributions, how to determine donor benefits, and how donor-advised funds fit in. This training will be valuable for nonprofit staff and tax professionals to know what to expect from their clients' tax receipt letters.

Examine valuation techniques for private and public entities of all sizes and types of industries from the perspective of a Wall Street analyst. Gain valuation skills to assist your clients. *There is a case study associated with the course exam.

The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution. This course is presented in four practical segments: The Formation of Partnerships Basic Day-to-Day Operations of Partnerships Distributions of Assets to Partners Termination of Partnership Affairs

The mini-course will examine tax issues relating to the formation and operation of partnerships. Participants will gain a familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution.

With the adoption of the passive loss limitation rules, taxpayers are looking to CPAs for guidance related to what deductions are allowed, disallowed, or suspended. Updating practitioners on the practical aspects of 469, this course addresses the needed skill to handle these pragmatic issues. Fundamentals are reviewed, planning opportunities are identified, and creative strategies are discussed and evaluated along with remaining traditional approaches. This instructive course aims to understand and solve client problems under 469, with emphasis on tax savings ideas. Participants will learn to master the proper administration of these complex and often cumbersome provisions.

This course addresses the practical aspects of Section 469 and the needed skill to handle pragmatic issues. Fundamentals are reviewed, planning opportunities identified, creative strategies discussed and evaluated along with remaining traditional approaches. The goal of this instructive program is to understand and solve problems under Section 469, with emphasis on tax savings ideas. Readers will overview the proper administration of this complex and often cumbersome provision.

The Tax Cuts and Jobs Act (P.L. 115-97), enacted December 22, 2017, created, under 199A, a new deduction for up to 20% of qualified business income (QBI) from partnerships, limited liability companies (LLCs), S corporations, trusts, estates, and sole proprietorships for tax years beginning after December 31, 2017. However, determining the 199A deduction amount and availability is a complex multi-step process that may phase out some or all of the deduction. In the face of this complexity, the text provides a selected overview of the essential components of this below-the-line deduction. Qualified business income, taxpayer's taxable income, wage/capital limit, specified services trade or businesses, and other vital components are defined and calculated. Their interaction is demonstrated and exampled.

If you missed our live ADVI$OR: Personal Financial Planning Virtual Conference, now's your chance to catch all the sessions on your own schedule! Together, we will explore the impact of the election, COVID-19, and natural disasters on the PFP industry, as well as topics such as communicating with clients in a virtual world, eldercare issues and longevity planning, the generational impact on clients and succession, and more.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course will help keep you on top of recent developments, including how the new tax laws impact financial planning, tax management and ways to help plan for long-term care.

This course provides over two hundred useful and unusual tips for accountants in financial leadership. These non-technical tips are illustrated through concrete examples derived from practical experience. You won't find these tips in courses or text books, but you'll be able to use many of them. It provides specific opportunities for bench-marking your practices with those of your peers.

This course provides you with hundreds of useful and practical tips for accountants working in the Not-For-Profit sector. As a finance leader, you are expected to be able to deal with a myriad of issues and situations. You have your experience and what you learned from colleagues and mentors, but this course will provide you with many more veteran tips, including many unconventional ones. You won't find these tips in courses or text books, but you'll be able to use many of them. The course was created and is presented by an experienced CFO, with extensive real-life insight, who has created a number of courses and has spoken to over 16,000 accountants. It includes a very practical case on improving your internal financial reporting package. This course contains 1.0 ethics credits.

This on-demand self-study course addresses practical tips to help you, your clients and your organization to get through and manage a cash crisis. It is based upon the popular live webcast "Practical Tips to Get Through a Cash Crisis," originally broadcast in May 2020. During the course, you will receive practical advice and ideas to help manage issues brought on by the pandemic.

This course focuses on reviewing standards for preparation services, addressing the associated risks and providing guidance for accountants to make professional judgments. By equipping you with up-to-date knowledge of the AICPA's professional standards for preparing financial statements, the course empowers you to minimize the risk of material misstatements, be it due to fraud or error. Pairing this course with another 4-unit course enables you to meet the 8-unit accounting CPE requirement for accountants who exclusively prepare financial statements without performing compilations, reviews or audits. Small-Business Financial Statements (FRF) can fulfill the remaining four CPE units. Additionally, the companion course, Start-up and Small Business Financial Statements: Issues and Fraud (SSFR), not only meets the 4-unit fraud requirement but also qualifies as accounting CPE. It's an efficient way to enhance your expertise and meet your professional development needs.

This course is designed to help any professional to learn how to deliver presentations that have an impact. Learn how to create useful slides, prepare your presentation, manage your nerves, set up the room and handle questions and answers. This webcast was originally broadcast on August 3, 2015. Note: There is a minimum passing rate of 70% for this course.