CPE + Events Catalog

Tax-focused discussion on changes in the transaction structure of merger and acquisition (M&A) deals can significantly impact after-tax cash flows. Gain a significant competitive advantage by understanding how taxes affect M&A and divestiture transaction structures. Further, examine the mechanics of M&A deals; the structures of taxable assets and stock acquisitions; triangular and reverse triangular mergers; practical issues in structuring and pricing; types of tax-free reorganizations; tax planning for divestitures; and key elements of purchase and sale documents. Plus, dive into a complex case study and a couple of different approaches to the net tax cash flow for an S corporate deal. Updated for new tax Reform and impact on M&A deals.

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.

This course will help you identify areas where overlooked internal controls are needed and how to identify and implement more robust controls. Most organizations have many primary control measures required to operate in place. However, many need more essential criteria to enhance security, productivity, and the quality of information available for decision-making. So, first, we'll identify areas where internal control measures are needed. Then, we'll explore why these controls should be created and review specific rules the organization should use in detail.

Build a financial planning playbook that works. This course shows you how to design a turnkey system for tackling real client challenges'from insurance and investments to taxes, retirement, and estate planning. You'll learn how to navigate tough decisions, develop practical solutions, and deliver high-impact PFP services across major accounting areas. Walk away with a ready-to-use framework tailored for business owners, high earners, Boomers, new retirees, and clients facing major life shifts.

This course offers a comprehensive and practical framework for CPAs and financial professionals involved in forensic accounting and expert witness testimony. You'll gain insights into the two essential foundations for litigation success: (1) Crafting a defensible expert opinion using the FARC Methodology (Facts, Assumptions, Rationale, Conclusion) and (2) Organizing the expert file to withstand rigorous cross-examination. The program integrates analytical creativity with disciplined documentation practices, equipping attendees to effectively defend their conclusions in court. We'll explore real-world examples, litigation strategies, and best practices to enhance your professional credibility and courtroom performance.

This course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the "big chunks" and bring their professional knowledge up to speed.

Making great decisions is not about being a genius. It's about knowing thinking tricks and avoiding thinking traps. Gain an appreciation for short-term vs. long-term decision making; get past the use of cognitive traps, such as stereotypes; and come to grips with the role of values in decision making. Finally, you will focus on how to frame decisions for others to maximize decision commitment. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.

Some employees need very little of your time, but most employees'even top performers'require regular feedback. However, most managers are not clear about what constitutes useful feedback. Gain clear and practical advice about the elements of productive feedback, knowing when to engage a feedback session, how to be effective interpersonally when discussing difficult topics and how to seek feedback for yourself. The webinar was originally broadcast on May 16, 2016.

We all have 24 hours to work with each day'but only a minority truly know how to maximize the use of time. Join us and learn how to prioritize work, strategically leverage other people, know when to work on what, protect your time, manage access to you and how to say no. The webcast was originally broadcast on May 13, 2016.

The challenge: Create workpapers that reflect a high level of clarity, competence and compliance with standards--and company policy--while at the same time showcasing individuality and excellence. This course is a good refresher for seasoned professionals to ensure documentation in compliance with best practices and maintain skills, as well as providing the basics to help new and emerging CPAs prepare, document and maximize the potential of each workpaper. You'll leave this course armed with the skills to create workpapers that answer more questions than they raise. While this is primarily audit and industry accountant focused, all accountants can benefit from an immersion in topics that range from the core necessity of workpapers to more complex legalities and regulatory requirements.

This course delves into the psychological phenomenon where individuals doubt their abilities and fear being exposed as frauds despite evidence of their competence. Through insightful modules, you'll gain insights into the origins, manifestations and impact of Imposter Syndrome. Using practical strategies and tools, you'll learn to navigate and overcome these self-limiting beliefs, fostering confidence and resilience in both personal and professional spheres. Join us on this empowering expedition to unravel the complexities of Imposter Syndrome and emerge with the skills to conquer self-doubt. Whether you're a student, professional or entrepreneur, this transformative course has been meticulously designed to empower you to conquer Imposter Syndrome and embrace the true magnitude of your worth. Refuse to let Imposter Syndrome hinder your journey any longer. Embrace this opportunity to step into your authentic self and forge a path toward unparalleled growth.

This session will focus on audit documentation, providing an overview of general documentation standards, as well as discussion of many specific elements of the audit process. Topics to be covered will include independence, planning, risk assessment, internal controls, fraud inquires, related parties & parties-in-interest, subsequent events, risks & uncertainties, and more! This session was recorded on June 14,2024 at the Employee Benefit Plans Audit Virtual Conference.

New auditing standards may require changes in your firm's audit methodology, especially in performing EBP audit risk assessments. Look at recent auditing standards (SAS No. 142-145) that may impact the 2024 ERISA employee benefit plan audit season. Make sure you're up to date with new auditing and accounting guidance so your audits are conducted in accordance with professional standards and carried out efficiently and effectively. Find out when additional documentation is required and get tips to reduce the risk of deficient audits. Come away with valuable insights and a broader perspective on how others are implementing the new standards. This session was recorded on June 14,2024 at the Employee Benefit Plans Audit Virtual Conference.

This session will explore the most common compliance errors impacting retirement benefit plans, including the impact of recent legislation. Gain valuable insights to enhance your auditing practices and ensure compliance. In this session, you will learn about the top compliance errors impacting retirement benefit plans, the available correction options, and the potential impact of recent legislation. This session was recorded on June 14,2024 at the Employee Benefit Plans Audit Virtual Conference.

This 8-part series, offered in partnership with Project Equity, equips CPAs and financial professionals with the expertise to advise clients on employee ownership as a strategic tool for succession, retention, and growth. This program provides a comprehensive understanding of employee ownership structures, including Employee Stock Ownership Plans (ESOPs), Worker Cooperatives, and Employee Ownership Trusts (EOTs). You'll explore the financial, tax, valuation, and legal dimensions of each model'learning how to assess feasibility, structure transactions, and ensure ongoing compliance. Explicitly designed for CPAs, the program bridges technical accounting and advisory practice, enabling professionals to guide clients through ownership transitions that align financial performance with long-term business goals. You'll gain practical insights into financing mechanisms, governance frameworks, and implementation strategies that support sustainable, employee-owned enterprises. Whether advising business owners on exit planning or supporting clients exploring alternative ownership models, CPAs completing this program will be prepared to deliver informed, strategic guidance that enhances both client outcomes and community impact.

Environmental, social, and governance (ESG) factors are increasingly becoming important considerations in many firms - capital allocation decisions. ESG integration is a strategy that can be employed to conduct a more robust financial analysis and to get a more complete picture of a company's valuation and its overall risk profile. This ESG Integration & Financial Analysis course examines how ESG initiatives and performance can influence a company's income statement, cash flow statement, and balance sheet. After covering the most important qualitative and quantitative factors that may impact a company's financials, we dive into a case study where we interpret ESG information from an example company's sustainability report, then model these various scenarios in Excel. We also work through several optional, advanced modeling techniques to support cleaner data visualization, including the use of Macabacus shortcuts.

At the end of this module, participants will be able to differentiate between different forms of broad-based employee ownership and understand the role of the Employee Ownership Advisor. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.