CPE + Events Catalog

Annual WebcastPass ~ Fast. Convenient. Unlimited.*Unlimited access to 500+ webcasts featuring top experts, regulators, agency representatives and more. With the AICPA’s Annual WebcastPass, you will have access to the most relevant, convenient and valuable professional guidance and career development available. *Package is good one-year from purchase date.

The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning. This course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions.

This enlightening session and panel discussion will help organizations understand the nuances of human behaviors and the implications that can be addressed through improved experiences and technologies. This session was originally presented and recorded at the CalCPA Members Club Summit, August 4.

Be an Audit Hero: Solve Fraud with Red Flag Mania's Challenge! Calling all lifelong learners and audit enthusiasts! Red Flag Mania's Audit Challenge is your chance to step into the shoes of a real-world auditor and put your skills to the test in a thrilling, self-study program. This interactive experience throws you headfirst into a realistic fraud case. Become a detective of internal controls as you: Hunt down the culprit: Utilize your investigative techniques to identify the perpetrator behind the fraud. Test internal controls: Assess the effectiveness of a company's safeguards and pinpoint weaknesses that allowed the fraud to occur. Upskill yourself: This self-study program turns you into an auditor, cracking a real-world fraud case. Hunt the culprit, test controls, and build trust. Game-based learning sharpens your audit & investigative skills. Enroll now! This course is produced by Red Flag Mania. Want the full experience? Purchase the When We Prey Bundle !

This study examines how a paradigm shift from traditional to digital audits could affect the audit expectation gap. It uncovers possible new areas of the expectation gap and threats and challenges resulting from this paradigm shift. The findings suggest that audit digitalization will result in the profession transitioning from the defensive approach of educating users on auditors' duties to a constructive approach of using digital tools to perform some of the duties that users expect of auditors. Digital technologies have the potential to enhance internal controls and facilitate fraud prevention and detection, thus narrowing the expectation gap with these critical issues. The potential benefits of switching to the constructive approach include lower costs for audit firms, enhanced audit quality, and improved client perceptions of auditors.

Regulatory, reporting and disclosure requirements surrounding employee benefit plan auditing are growing and changing. Audit deficiencies are more common than firms care to see. The risk of plan failures or fraud is always present for plan sponsors. Learn about the complexities, trending issues and steps you can take to be up to date on regulatory, audit and accounting requirements, perform quality audits and serve your clients with timely and accurate advice.

Operating costs for vehicles used in a taxpayer's business are deductible. Thus, when taxpayers use their automobiles in their businesses or employment, they can deduct that portion of the cost of operating their vehicle. Vehicle property taxes can be deducted if they are itemized on Schedule A. This course reviews personal and business use apportionment, the actual cost method, the standard mileage method and expensing. Moreover, this presentation informs practitioners about the benefits and costs of leasing versus owning and working condition fringe benefits.

Government fraud and embezzlement cases seem to make headlines almost daily. In this timely presentation, Kevin Harper, CPA, will examine real-life fraud cases that have impacted local governments in California. He will detail nine specific fraud schemes he has investigated, exploring how each was carried out, how it was uncovered, and the steps taken to strengthen internal controls to prevent future occurrences. Join us for an insightful session on recognizing and mitigating fraud risks in government operations. This session was recorded live at the CalCPA Governmental Accounting & Auditing Virtual Conference on April 24, 4.

This course explores the principles of Diversity, Equality and Inclusion (DEI) with a particular focus on the role of Equity in Practice in fostering a culture of fairness, justice, and inclusivity. Participants will learn the importance of creating environments where equal opportunities, access, and resources are provided to individuals from diverse backgrounds, identities, and circumstances. By understanding the role of equity in addressing historical and systemic barriers, participants will be equipped to promote a more inclusive and equitable society within organizations and communities.

In this session we'll explore intelligence and asset search methods that can be used to further investigations and assist in recoveries. We'll discuss various sources of publicly available information, how to identify and verify relevant information, and examples of how this information can be applied in traditional forensic accounting matters. This session was recorded on March 19, 4 at the 4 Fraud & Forensic Accounting Virtual Conference.

Risk oversight by the board of directors is a key component of a firm's enterprise risk management framework, and recently, boards have paid more attention to their firm's tax-planning activities. In this study, we use a hand-collected sample of proxy statement disclosures about the board's role in risk oversight and provide evidence that risk oversight is negatively associated with both tax uncertainty and overall tax burdens. We find that risk oversight is most strongly associated with positions that yield permanent tax benefits and also with less risky tax-planning activities. Overall, the evidence suggests that board risk oversight is associated with more effective tax-planning practices.

*One-year access for one low price.CPExpress is a comprehensive, easy-to-use online learning resource, and a great way to earn CPE. Need to brush up on a particular subject? Looking for a brief overview? CPExpress has hundreds of hours of CPE in 1 - 2 credit courses. *Package is good one-year from purchase date.

CalCPA Workplace Wellness: Building a healthier, more balanced workplace This course explores essential topics like work-life balance, mental wellness, and actionable best practices for supporting employees' mental health. Hosted by Denise Froemming, President and CEO of CalCPA, and Ron Lang, CEO of CalCPA Health, these 1-hour sessions are packed with practical strategies to promote workplace wellbeing. Mental Health Impacts at Work - addresses the growing need for workplace mental health support. Discover strategies to overcome stigma, improve communication, and create a culture that prioritizes employee well-being. Learn actionable steps to implement effective mental health initiatives, identify available resources, and empower your team to thrive. Free for CalCPA members.

Wineries are navigating significant material shortages and increased costs. The course will discuss the economic, political, and environmental challenges facing the wine industry.

We'll make the case that all professionals-and leaders in particular-must make developing others a top priority. The course will address the difference between coaching and mentoring as methods of developing others and will offer several specific tips for effective coaching and successful mentoring programs. Originally presented June 6, 2015. Note: There is a minimum passing rate of 70% for this course.

Today's competitive and complex business environment requires the CPA to be a strong communicator. Attend this proactive seminar and learn how to effectively communicate your position. Topics will emphasize the "communication" process and explore techniques to improve oral communications, including telephone techniques and written communications. Explore communications and personality types while considering the importance of the "human" side, including "empathy," "ego" and "needs." Summarized topics covered through a series of mini-case studies. The webcast was originally broadcast on May 3, 2017. Note: There is a minimum passing rate of 70% for this course.

While tax reform provisions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. Functionally, an exchange is a bridge over the normally taxable event of moving from one property to another. This course alerts the practitioner to the different planning opportunities that surround exchanging. Participants will be able to identify, analyze and handle effectively the complex tax problems that arise under 1031. This understanding will be directly applied to the structuring and audit survival of multi-party and delayed exchanges.

No team or organization is perfect, and we all experience conflict in our professional lives. How we manage conflict determines whether or not it ultimately helps our hurts our work. Learn how to tackle conflict positively by understanding sources of conflict, the damaging effects of unchecked negative conflict, how to react when conflict is directed at you, how to mediate when others experience conflict and how to create needed positive conflict. The webcast was originally broadcast on July 18, 2016. Note: There is a minimum passing rate of 70% for this course.

Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. This course will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review the ten steps for keeping your financial toolbox full and effective. Companion course: Corporate Finance Competency: Three Basic Tool Categories

Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your toolset. This course will examine three tool categories that form the foundation for many analytical processes. The first category is Financial Statement Analysis. This tool does not have to be complicated. We will present an effective and efficient financial statement analysis approach. The second category is Integrated Strategic and Financial Planning. Businesses need to know where they are going and integrate strategic direction into financial and individual plans. Learn to build an effective integrated planning model. The third category is Action-oriented Business Metrics. Financial professionals generate a vast quantity of metrics. Examine how to turn these financial measures into operating results. Companion course: Corporate Finance Competency: Analytical Toolbox