CPE & Event Calendar

This course will provide participants with an overview of the national and California cannabis markets. In addition to discussing the industry's current state and key trends, speakers will also discuss significant federal and state tax issues and identify key considerations for CPAs who are either serving or interested in serving the industry.

Do you ever get tired of other people's complaining and negativity? How can you stay calm, upbeat, and motivated despite other people’s grumpiness, rudeness, or pessimism? This program is all about helping you be your best. Even though you may not be able to change your colleagues, customers, or even your boss, you can reduce your stress and frustration by changing how you respond. Staying positive and calm is easier when you learn how to build your immunity. This course teaches you Tina’s proprietary five-step “Immunity to Negativity Formula™”. You’ll learn simple techniques for staying calm and choosing to respond as your best self. This is a key skill you can build for yourself so you can enjoy less stress and frustration. You can even teach others so they can improve customer service, teamwork, and relationships within your company.   

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course is designed to present the most significant types of financial statement fraud and embezzlement, illustrated through case situations. We'll distinguish financial reporting fraud from misappropriation of assets and highlight common schemes involving one or both types of fraud. We'll also review high-profile cases and other real-world situations to emphasize the CPA's role and responsibility. Get ready to examine the methods used to perpetrate and disguise schemes, how the fraud was detected, and the consequences, and explore the CPA's role in preventing and detecting both types of fraud.

Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities 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.

Substantive Analytic Procedures - Strengthening Evidence to Satisfy Audit Objectives will provide the tips and best practice techniques for strengthening substantive analytic procedures in order to reduce over-reliance on tests of details. One of the ways to perform a more effective and efficient audit is to maximize the use of substantive analytic procedures in the detailed audit plan. Note: This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has responsibilities for analytical procedures. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This session will explore the ethical considerations CPAs and CPA firms should be cognizant of when considering services to the state-legal, regulated Cannabis industry.

Does your organization encourage timely reporting? Does your organization provide substantive protection for those who report? Organizations should be aware of characteristics indicative of a retaliatory culture - one in which bad actors are provided ample opportunity and cover to retaliate.

The Tax Division, United States Department of Justice, is responsible for enforcing the nation's tax laws fully, fairly, and consistently, through both criminal and civil litigation. This course will explore the role of the Tax Division in ensuring fair and uniform enforcement of tax laws, protecting the public, encouraging voluntary compliance with tax laws, and how their operations impact regulatory ethics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social success. Every business leader can improve their Emotional Intelligence, including you. Many businesses utilize EI for promotions and hiring. This session will discuss the twelve keys to EI and proven tactics to help every aspiring leader "work smarter". This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

You've probably been there. You have a client in your office with excess baggage. That's right, they're in field collection with a Revenue Officer. Now what are you going to do? How are you going to get where you want to be? This program will provide an overview of field collection, how to effectively work with Revenue Officers, general case processing, and important IRM deadlines. This will include taking a deep dive into the "RO Mindset" along with structuring your casework to flow with IRS case processing actions so you can get to the outcome you want. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This is the second in a three-course series that concentrates on the Special Implementation Guide as covered in ASC Topic 606, Revenue from Contracts with Customers . Since ASC Topic 606 has been adopted by most entities, it is time to review the topic, including any recent updates. The course also includes pertinent note disclosures from several publicly traded companies across several industries. Be sure to register for all three parts of this series: Revenue: The Five Steps-Topic 606-10 Revenue: Special Implementation Guide-Topic 606-10-55 Revenue: Miscellaneous Topics

More and more employers rely on non-compete agreements to protect company assets. Although state laws vary, non-competes are often used to protect the creation and development of corporate goodwill, customer relationships and specialized training, among others. Today, employees are more likely to be asked to sign non-compete agreements as a condition to employment. Non-compete agreements are also a common component of a business sale agreement. This program surveys non-compete agreements from all angles. Whether you advise individual clients or work for an employer, the presentation provides an understanding of common issues that arise in the negotiation and enforcement of non-competes.

Who investigates tax crimes and how are tax crimes prosecuted? Considered the "World's Finest Financial Investigators", the IRS-Criminal Investigation (IRS-CI) has sole jurisdiction in tax crimes and boasts a greater than 90% conviction rate. This agency was responsible for Al Capone going to federal prison and 90 years later they continue to investigate tax crimes such as tax evasion, filing false tax returns, and unpaid employment taxes. The course discusses how IRS-CI finds tax cases to prosecute, what happens during the course of the investigation, what techniques are used to prove tax crimes, what federal criminal statutes are commonly used, how IRS-CI evaluates an investigation, and the expected consequences of a successful prosecution.

The Uniform Guidance present unique challenges to auditors of governmental organizations and not-for profit organizations receiving federal financial assistance. This Guidance requires auditors to take a risk-based approach to the audit, including a methodology of determining which federal programs are considered major and therefore subject to Single Audit compliance requirements. A significant challenge facing many auditors is determining the Uniform Guidance requirements in a Single Audit. All professional involved in Single Audits must have a working knowledge of the requirements imposed by the Uniform Guidance. We will cover the issues that all auditors need to know about the Uniform Guidance requirements, including how to determine major federal programs. This course will provide example about how to comply with these requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The webinar will provide an overview of the regulated, legal side of the industry which now includes 19 states with recreational/adult use access and 38 states with medical access. This session will lay a foundation focusing on the modern historical background of the cannabis plant and the evolution of laws and regulations related to marijuana and agricultural hemp. The segment is designed to be useful for CPA practitioners desiring to provide or enhance their services within the cannabis and hemp niches. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.

This course provides a high-level overview and introduction into the world of the forensic accountant. Most accountants have an understanding of the concept of fraud and how it impacts companies, but many individuals do not have a full comprehension of the variance in the work performed by a forensic accountant versus a typical management accountant.   This course is meant for those individuals interested in understanding the variances in the job tasks and responsibilities of forensic accountants versus typical financial or management accountants. Forensic accountants or auditors take a unique focus on performing their work.  Typically, when a person with forensic experience is called in to examine financial records, it is due to suspicion of fraud, evaluation of assets, or even to track down fundamentally incorrect accounting – intentional or not. As fraud continues to raise its head in business processes, forensic accountants are discovering new and unique ways to identify, examine, and support their hypotheses and investigative techniques.  The work performed by a forensic specialist can be interesting and full of potential potholes if evidence isn’t examined according to proper protocols and standards.  

Reviewing Workpapers - Embracing Responsibilities for Quality Control will provide the tips and tools for satisfying important workpaper reviewer responsibilities. Audit documentation provides the principal support for an auditor's report. Therefore, it is critical for workpaper reviewers to perform quality control procedures to ensure that technical, professional, and regulatory standards are met. In addition, the workpaper review process should be used as a tool for professional development and promoting efficient audits. Note: This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has workpaper review responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.