CPE Catalog & Events

Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending 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. Learning Objectives: After attending this presentation, you will be able to...Identify basic constructs of AI.Distinguish between discriminative and generative artificial intelligence, and Analyze AI improvement efforts to properly account for an organization. Program Content: The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon. Who should attend: Accounting and other business professionals that would benefit by understanding how AI will be incorporated into accounting systems. Developed By: Taymes, LLC Instructor: Karl Egnatoff CPE Credit: 2.00 Field of Study: Accounting (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Recognize changes that are occurring because of AI.Recall specific control types that have changed.Identify ways AI will strengthen controls. Program Content: The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies. Who should attend: Accounting and other business professionals with a need to understand internal control changes driven by AI technology. Developed By: Taymes, LLC Instructor: Karl Egnatoff CPE Credit: 4.00 Field of Study: Accounting (4.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Recognize changes that are occurring because of AI.Recall specific control types that have changed.Identify ways AI will strengthen controls. Program Content: The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies. Who should attend: Accounting and other business professionals with a need to understand internal control changes driven by AI technology. Developed By: Taymes, LLC Instructor: Karl Egnatoff CPE Credit: 4.00 Field of Study: Accounting (4.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Recognize changes that are occurring because of AI.Recall specific control types that have changed.Identify ways AI will strengthen controls. Program Content: The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies. Who should attend: Accounting and other business professionals with a need to understand internal control changes driven by AI technology. Developed By: Taymes, LLC Instructor: Karl Egnatoff CPE Credit: 4.00 Field of Study: Accounting (4.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description:Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security.Learning Objectives:After attending this presentation, you will be able to...Identify reasons that employees and others that are internal to an organization choose to undertake fraudulent actsRecall the factors that make smaller organizations attractive to those considering fraudRecognize specific internal control measures that can help to reduce fraud activities executed against smaller and medium sized companiesProgram Content:The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businessesWho should attend: Accounting and other business professionals with a need to understand small business fraud. Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: NoneAdvanced Preparation: NoneFormat: QAS Self Study

Description:Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause".This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face, and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. Learning Objectives:After attending the presentation you will be able to...Identify situations where penalties can be imposedUtilize techniques for preventing or reducing any penalty assessmentsAscertain when the First Time Abatement can be usedObtain a working knowledge of the procedure governing the request for refundProgram Content:The major topics that will be covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative optionsWho should attend: CPAs, Enrolled agents, Attorneys, Finance professionals, Financial planners, Tax Professionals Developed By: Allison M. McLeod, LL.M., CPA. A PLLC Instructor: Allison M. McLeod, LL.M., CPA CPE Credit: 2.0Field of Study: Taxes (2 CPE)Prerequisites: NoneAdvanced Preparation: NoneFormat: QAS Self Study

Description: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.Learning Objectives:After attending this presentation, you will be able to...Determine the steps needed to implement a developed system of internal controlsApply steps to build control measure schedules that function weekly, monthly, quarterly, and yearly, and that are designed to test and monitor the internal control structure of an organizationAnalyze developed control measures to make sure they are working properlyDetermine why there is a need to update existing controls to keep them viable as business operations changeIdentify methods that can be used to communicate policy and procedure changes to those that are affected by these changesProgram Content:The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controlsWho should attend: Accounting and other business professionals that would like to have an understanding of internal control implementation and testing procedures.Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: A basic understanding of internal control and security conceptsAdvanced Preparation: NoneFormat: QAS Self Study

Description: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.Learning Objectives:After attending this presentation, you will be able to...Determine the steps needed to implement a developed system of internal controlsApply steps to build control measure schedules that function weekly, monthly, quarterly, and yearly, and that are designed to test and monitor the internal control structure of an organizationAnalyze developed control measures to make sure they are working properlyDetermine why there is a need to update existing controls to keep them viable as business operations changeIdentify methods that can be used to communicate policy and procedure changes to those that are affected by these changesProgram Content:The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controlsWho should attend: Accounting and other business professionals that would like to have an understanding of internal control implementation and testing procedures.Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: A basic understanding of internal control and security conceptsAdvanced Preparation: Complete Part 1 of this seriesFormat: QAS Self Study

Description: In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation you will be able to ...Apply best practices when creating your spreadsheetsDetermine which controls you need to develop for your spreadsheetsUse controls to build more accurate spreadsheets Program Content: The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors Who should attend: Any Excel user that wants to learn how to create controls within Excel to improve accuracy Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Auditing (2.00) Prerequisites: A good knowledge of using Excel Advanced Preparation: None Format: QAS Self Study

Description:For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. Learning Objectives:After attending this presentation, you will be able to:Recall the effects of the rapid move to distance employeesIndicate the factors that make supporting and controlling telecommuters challenging, andIdentify the types of controls to consider for the new geographically dispersed work environmentProgram Content:The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.Who should attend: Accounting and other business professionals that are tasked with supporting and controlling remote workers. Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 2.0Field of Study: Accounting (2.0 CPE) Prerequisites:NoneAdvanced Preparation: NoneFormat: QAS Self Study

Description: This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Implement practical strategies based on a thorough understanding of the complex rules for retirement distributionsImplement practical strategies in determining a partner's tax basis for a partnership interestIdentify the use of Form 1065, Schedule K-1 information for basis determination. Program Content: The major topics that will be covered in this course include:Explain the use of both "inside" and "outside" basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process. Who should attend: CPAs working in public accounting firms and/or working for partnerships. Developed By: Federal Tax Workshops, Inc Instructor: Steven C. Dilley, PhD, CPA, JD CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: Basic working knowledge of business taxation. Advanced Preparation: None Format: QAS Self Study

Description: In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation you will be able to ...Identify which lookup function works for your needsDistinguish the difference between the many lookup functionsRecall how to effectively utilize Excel's lookup functions Program Content: The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions Who should attend: Any Excel user that wants to learn how to use the LOOKUP functions Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Distinguish between the authorities granted by Form 2848 and Form 8821.Identify situations where a Power of Attorney is required for IRS representation.Analyze limitations imposed by IRS rules on the authority granted through these forms.Evaluate common mistakes and compliance risks when filing Forms 2848 and 8821.Utilize of the IRS Centralized Authorization File (CAF) system for managing authorizations. Program Content: The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA. Who should attend: CPAs, EAs, tax professionals and other financial experts involved in IRS communications and client representation Developed By: Hourani & Associates Inc Instructor: Mary Jane Hourani CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify and interpret the most common IRS letters, including general notices, audit requests, collections, return inquiries, and error notices.Recall IRS deadlines and the importance of timely and accurate responses.Apply effective communication strategies when corresponding with the IRS.Proactively address IRS concerns to avoid escalation and penalties.Ensure compliance with IRS requirements when responding to correspondence.Assess common issues that arise from IRS letters and develop resolution strategies.Advise clients on their rights and responsibilities when dealing with IRS correspondence.Implement documentation and tracking practices to manage IRS responses effectively. Program Content: The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence. Who should attend: CPAs, EA, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals assisting clients with IRS tax resolution Developed By: Hourani & Associates Inc Instructor: Mary Jane Hourani CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

IMPORTANT: On-demand participants will be required to take a test and correctly answer 90% of the questions at the conclusion of the course to earn credit. If you do not score at least 90% on the first try, you will be allowed a second attempt. If you do not pass after two attempts, you will need to repurchase the course in order to retake the test. This course will fulfill the State Board’s 3-hour ethics requirement for 2026. The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

IMPORTANT: On-demand participants will be required to take a test and correctly answer 90% of the questions at the conclusion of the course to earn credit. If you do not score at least 90% on the first try, you will be allowed a second attempt. If you do not pass after two attempts, you will need to repurchase the course in order to retake the test.This course will fulfill the State Board’s 3-hour ethics requirement for 2026. The course was written and designed by Mike Inzina and Kurt Oestriecher who, together, have over 50 years combined experience and have earned nearly 30 state and national training awards. They have served in multiple roles related to professional ethics for both the AICPA and the LCPA. This course will give you exclusive content that only comes from their unique combined experience.

Description: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.Learning Objectives:After attending this presentation, you will be able to...Identify important components and sub-components of an Internal Control SystemRecognize how the control environment can help or hinder the operation of control measures and help or hinder operational effectivenessRecall important steps that an organization can undertake, specifically related to control development that can drive the methodologies of the entityProgram Content:The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations changeWho should attend: Accounting and other business professionals that wish to know more about measures that control organization operations.Developed By: Taymes, LLCInstructor: Karl EgantoffCPE Credit: 4.0Field of Study: Accounting (4.0 CPE) Prerequisites: NoneAdvanced Preparation: NoneFormat: QAS Self Study

Description: The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks, and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks, and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications, and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics, and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify and address the five key barriers preventing technology adoption in their firmApply the CPA Firm Digital Maturity Model to assess their organization's readiness for transformationEvaluate AI tools and vendors using strategic fit criteria appropriate for their firm sizeImplement change management strategies to overcome leadership and staff resistanceDevelop metrics beyond traditional ROI to measure technology implementation success Program Content: The major topics that will be covered in this course include:Five critical technology adoption challenges facing CPA firms todayDigital maturity assessment models and implementation frameworksAI integration strategies for tax, audit, and advisory servicesCybersecurity considerations and risk management protocolsCase studies of successful technology transformations in accounting firms Who should attend: Partners, managing partners, firm administrators, IT directors, COOs, CFOs, practice leaders, senior managers, technology implementation leaders, innovation officers, digital transformation leads, process improvement managers, anyone responsible for technology strategy Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Accounting (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways, and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals, and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify the top factors that drive retention decisionsImplement whole-person compensation strategies beyond salaryDesign flexible work arrangements that balance employee needs with client serviceCreate meaningful career paths for professionals not seeking partnershipEvaluate your firm's business model for retention sustainabilityApply the "pentagon firm" model to reduce reliance on entry-level staffDevelop retention strategies specific to diverse and younger professionalsAssess your current scheduling and workload distribution practicesBuild a strategic retention plan with measurable outcomes Program Content: The major topics that will be covered in this course include:The true cost of turnover versus retention investmentResearch findings on why professionals leave or stayWhole-person retention strategies beyond compensationWork-life balance solutions that maintain productivityCareer development paths for non-partner track professionalsBusiness model transformations for sustainable staffingTechnology and outsourcing strategies to reduce burnoutRetention strategies specific to diverse talent and younger professionals  Who should attend: Partners, managing partners, CPA firm HR professionals, managers, senior managers, directors, practice leaders, firm administrators, CPAs in leadership positions, public accountants with management responsibilities Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Accounting (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Compare S Corporations to other entity structures to assess suitability.Prepare Form 2553 and explain relief options for late filings under Rev. Proc. 2022-19.Distinguish between Rev. Proc. 2022-19 and Rev. Proc. 2023-3.Analyze I.R.C. §1361 and §1362 in the context of S Corporation elections and compliance.Identify and address S Corporation eligibility errors and implement corrective measures.Apply corporate governance procedures and corporate formalities.Assess shareholder stock and debt basis rules and implications.Recall critical aspects of Form 1120S, including built-in capital gains and accountable plans.Recall the preparation and reporting requirements for Schedules K-1, K-2, and K-3.Recall officer reasonable compensation requirements, including advisory strategies and audit defenses. Program Content: The major topics that will be covered in this course include:Subchapter S status election and compliance requirementsRelief for late Form 2553 filings under Rev. Proc. 2022-19Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3I.R.C. §1361 and §1362 analysis for S Corporation electionsCorporate governance and formalities complianceShareholder stock and debt basis rulesBuilt-in capital gains and other aspects of Form 1120SSchedules K-1, K-2, and K-3 preparation and reporting requirementsOfficer reasonable compensation: requirements, advisory strategies, and audit defensesS Corporation eligibility errors and corrective measures Who should attend: CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors Developed By: Hourani & Associates Inc Instructor: Mary Jane Hourani CPE Credit: 4.00 Field of Study: Taxes (4.00)     Prerequisites: None Advanced Preparation: None Format: QAS Self Study