CPE + Events Catalog

Understanding Pass-Through Entity Tax (PTET), Net Investment Income Tax (NIIT), and Self-Employment Contributions Act (SECA) tax is important for identifying strategies to minimize tax liabilities for owners and partners of pass-through entities. David Kirk, Tax Partner and leader of the Private Tax Group of Ernst & Young LLP's National Tax Department, joins this segment to discuss key tax issues for PTEs and explains the differences between credit and corporate taxation models for PTET, state-specific rules, and the impact of default elections. This includes discussion of how pro rata allocation affects deductions and credits, potential S Corporation status issues, and the role of grantor trusts.

The construction industry faces unique challenges when adapting to changes in tax laws. This session will explore recent federal and California tax developments, including the Inflation Reduction Act's green construction incentives, bonus depreciation updates, and key changes affecting the Qualified Business Income Deduction (Section 199A). We'll also examine strategies for tax credit maximization and proactive tax planning tailored to the commercial construction sector. This session was recorded on March 25, 2025 for CalCPA's Construction Management Conference.

Today's competitive environment requires CPAs to be strong negotiators. This course will teach you to ask for the business and close the deal. Topics emphasize negotiation skill-building, effective communication, telephone techniques, and the negotiation - process. - It also covers the importance of the "human" side of negotiations, including - empathy, - - ego, - and - needs. - The webinar was originally broadcast on April 21, 2017. Resource update: March, 2026.

Stay up to date on key federal and California tax changes shaping today's family law landscape. This session highlights recent income and reporting updates, California tax considerations for alimony, and a practical refresher on Family Code § 4055, with insights into how these developments impact divorce and support matters. The topics covered include the One Big Beautiful Bill income changes, the Secure 2.0 Act, California taxes related to alimony, the 1099 threshold changes, and a refresher on Family Code § 4055. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.

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.

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.

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.

Organizations try to stay successful in the expansion of operations. To do this, business models must adapt as part of the business growth strategy. In this course, you will learn how to use Porter's diamond models to analyze global growth strategies and select the best action plan to implement them.

This practical course demystifies revenue recognition for nonprofits. You'll learn how to confidently distinguish between exchange transactions and contributions, master the five-step process for recognizing exchange transactions, and get clear guidance on accounting for contributions. Real-world examples will help you apply these principles with ease and accuracy. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

This course equips you with practical strategies to boost your organization's resilience by pinpointing, assessing, and minimizing operational risks. You'll dive into six critical risk areas'from processes and people to technology and compliance'and explore real-world case studies, proven internal controls, and tools to build a strong risk-aware culture. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

This bonus conference session enhances a CPA's understanding of financial reporting within not-for-profit organizations. Gain actionable insights to navigate disclosure requirements, revenue recognition challenges, and compliance hurdles, ensuring your organization maintains transparency and fiscal integrity. This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

This course provides CPAs with a comprehensive overview of the latest updates from the Financial Accounting Standards Board (FASB) relevant to not-for-profit organizations. In this session, the FASB's lead staff person for not-for-profits will guide you through recent and potential upcoming changes to GAAP affecting not-for-profits. We'll focus on some recent ASUs (including ones on common control leases and on crypto assets), implementation matters on the new credit losses (CECL) standard, and some noteworthy current FASB projects (including ones on software costs and on environmental credit programs). This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

Explore the critical role of the nonprofit sector in shaping public policy (and why elections matter!). This session will cover the power and purpose of nonprofits. Current federal issues such as donor disclosure rules, the Johnson Amendment, and Donor Advised Funds (DAFs) will be addressed. Learn about key developments in Sacramento, and legislation that affects nonprofits in the current 2023-2024 session. We'll also discuss how nonprofits can engage in policy-making to drive positive change and address pressing issues. This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

The 2024 Not-for-Profit Conference: Single Audit Update aims to deepen CPAs' understanding of the changing landscape of single audits in the nonprofit sector by providing the most current information on compliance requirements. This session will provide a comprehensive update on the Single Audit, focusing on the 2024 compliance supplements, the current status of uniform guidance updates, and the latest developments with the federal audit clearing house. Gain crucial insights to ensure compliance and streamline audit processes, empowering your organization to navigate regulatory changes effectively in the ever-evolving landscape. This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

Explore ongoing tax issues that frequently arise during divorce, including uncooperative spouses, inconsistent income reporting, and allocation of RSUs and other compensation. This session also covers innocent spouse relief and key considerations when amending previously filed joint tax returns. Topics covered include dealing with a non-cooperative spouse during separation, inconsistent positions on income, allocating RSUs and other income during and after divorce, the concept of innocent spouse, and the process of amending previously filed joint returns - with or without a former spouse. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.

Financial models play a critical role in supporting business decisions. Learning to model the right way using a proven framework will help you become a more effective financial analyst. Join us as we build out several fundamental schedules, which will serve as a solid foundation for more complex analysis throughout the FMVA and your career.

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.

Paul Mladjenovic breaks down the key provisions of the One Big Beautiful Bill, spotlighting permanent tax changes, new deductions, and expanded credits. This session equips professionals to quickly recognize planning opportunities and navigate OB3 - s implications for individuals and small businesses with greater confidence.

This course provides an overview of procedural writing. This includes a discussion of the scope and list of elements to include in a procedure and how to create a sequence that readers can immediately understand. This course also addresses how to use visual aids that highlight the key points and how to edit instructions precisely to ensure proper task completion. IMPORTANT: This course, previously titled "Perfecting Procedural Writing" has been republished in our current course platform. Please be aware that the content is the same, with only minor updates. If you have already received credit for this course, you cannot receive credit again. Speaker/Author: Philip Vassallo, Ed.D

Not a big fan of insurance - Many CPAs are not comfortable providing insurance evaluations and recommendations. And what clients realize is it's too late to plan after the fact! Attend this workshop and learn everything you need about insurance to advise your clients wisely and help them prepare for the unexpected. Insurance can be a powerful tool to mitigate potentially financially devastating perils, but only if you understand the inherent risks and how to sort the wheat from the chaff. In this course, you'll cover contractual red flags, product types, taxation issues and all the essentials on a full spectrum of insurance, including life, disability, health, homeowners, automobile and liability insurance.