CPE + Events Catalog

Our team of experts will discuss the distinctions and issues related to the calculation of temporary and FC Section 4320 spousal support, and will provide a brief summary of the statutory changes regarding guideline child support and child support add-ons. The discussion will include the determination of income available for support and common pitfalls in support software usage, from input mistakes to the characterization of specific entries. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 4 Family Law Virtual Conference on October 17, 4.

Our panel of experts will discuss how to tackle complex cases that involve tracing and/or post-separation accounting. They will discuss common pitfalls and best practices, with a special focus on case management, the Marriage of Simonis Case and real-world examples to provide practical perspectives. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support, and asset division. This session was recorded at the 4 Family Law Virtual Conference on October 17, 4.

We are all getting older and the need for effective retirement planning has never been greater. If your wish to attain a comfortable retirement for yourself and your clients by maximizing tax saving strategies, this course is essential. Retirement income needs are calculated, net after tax social security benefits are determined, and distribution options from IRAs and retirement plans are explored. Topics covered include life insurance, annuities, and buy-sell agreements as well as estate and eldercare planning. Special consideration is given to the tax treatment of the home and business on retirement.

We are all getting older and the need for effective retirement planning has never been greater. If your wish to attain a comfortable retirement for yourself and your clients by maximizing tax saving strategies, this course is essential. Retirement income needs are calculated, net after tax social security benefits are determined, and distribution options from IRAs and retirement plans are explored. Topics covered include life insurance, annuities, and buy-sell agreements as well as estate and eldercare planning. Special consideration is given to the tax treatment of the home and business on retirement.

Advisors who represent fiduciaries must understand the tax laws and the accounting rules that apply when a fiduciary accepts title to fiduciary assets. Because a trustee or personal representative exercises authority over the management and investments of fiduciary assets for the benefit of the named beneficiaries, the fiduciary is held to a very high standard of "fiduciary duty." In this series, we'll review the concept and requirements of fiduciary duty and the duty to account to the beneficiaries. We'll also cover crucial fiduciary accounting concepts that differ from financial accounting or tax law, including the distinction between principal and income and state statutory accounting rules. Finally, we'll analyze the differences and similarities to fiduciary taxation.

Fraud costs businesses and individuals over $5 trillion each year globally. Learn about a nationally recognized expert providing the latest info on fraud investigation reporting.

Unleash Your Inner Fraud Fighter with the Fraud Scheme Hunt! Become a crack fraud investigator with Red Flag Mania's Fraud Scheme Hunt , an immersive self-study program designed for professionals like you. Sharpen your investigative instincts as you hunt down perpetrators and unravel the mysteries behind cunning fraud schemes. This program will take you on a thrilling evidential trail, where you'll learn to: Classify fraud schemes like a pro: Develop a keen eye for identifying different types of fraud, so you can spot them before they strike. Unmask fraudulent disbursements: Trace the ill-gotten gains and understand how fraudsters steal your hard-earned money. Master the art of bank reconciliations: Ensure your financial records are squeaky clean and identify discrepancies that could signal fraud. Produced by the learning experts at Red Flag Mania, this program is your one-stop shop for mastering ethical decisions, fraud detection and prevention. Don't wait for fraud to strike - equip yourself with the knowledge and skills to become a fraud-fighting champion! This course is produced by Red Flag Mania. Want the full experience? Purchase the When We Prey Bundle !

Explore a case of accounting fraud in depth as part of our fraud stories series. Uncover the hidden maneuvers that enabled financial deception, recognize warning signs and learn strategies to safeguard against malpractice within our profession.

Navigate the nebulous world of crypto promises in the next installment of our fraud stories series. Unearth the underlying traps, discern the signs of deceptive digital commitments and gather tools to bolster protection within our profession.

Explore a fraud case in detail, focusing specifically on the intricate constructs of Pyramids and Ponzi Schemes as part of our fraud stories series. Delve into the factors that led the company astray, uncover preventive measures and ascertain lessons to fortify integrity in our profession.

Explore a case of accounting fraud in depth as part of our fraud stories series. Uncover the hidden maneuvers that enabled financial deception, recognize warning signs, and learn strategies to safeguard against malpractice within our profession.

Explore the tactics of modern pirates in the latest chapter of our fraud stories series. Dive into the cunning methods of today's digital marauders, identify the red flags of contemporary piracy and glean insights to enhance vigilance within our profession.

High-performing leaders and teams often feature great communicators. Ironically, we spend little of our professional time thinking and talking about what great communication looks like. Learn the secrets of high-impact communication; explore effective vs. less effective communication channels; discover the power of giving and receiving professional feedback; the benefits, and curses, of nonverbal communications; and how to make highly impactful presentations.Plus, to reinforce learning, you will actively engage in lively and informative communication-related activities. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.

ChatGPT and AI can enrich your accounting practice if you use it the right way. If you don't, disaster lurks. How can you make this technology work for you instead of against you? This timely, entertaining, and results-focused course will show you how five powerful principles: the principles of ethical intelligence help you make the most of ChatGPT and AI. You will get tested strategies you can implement immediately and successfully. This course is offered in partnership with The Ethics Guy.

Join us for an insightful course hosted by Hancock Askew & Co., LLP and Accountants, where we delve into the dynamic changes within the accounting industry. Technological advancements have revolutionized accounting firms, prompting the surge in demand for Client Accounting Services (CAS). In this session, we will explore the intricacies of reorganizing CAS teams, including evaluating success metrics, optimizing CAS structures, and executing effective reorganization processes. Our discussion will encompass decision-making protocols, implementation strategies, and post-implementation reviews. Unlock the benefits of a streamlined CAS team and learn to leverage objective evidence for informed decision-making throughout the reorganization journey. Don't miss out on this opportunity to stay ahead in the evolving landscape of accounting practices.

Firms often ask supervisors to appraise subordinates' potential to succeed in higher-level positions. These appraisals can take place within social and organizational contexts that emphasize improving the experiences of females in male-dominated settings. Using this context, we experimentally examine whether supervisors differentially interpret and use the same accounting information when appraising the potential of subordinates of different genders. We draw on attribution theory and research suggesting that a diversity emphasis sends two conflicting signals-females are less able than males, but more valuable from a diversity standpoint. We find that supervisors' beliefs about subordinates' abilities in their current positions are lower for female than male subordinates. While prior research suggests this should result in supervisors appraising female subordinates' potential as lower than males', we find the opposite. Our results suggest that firm efforts to improve the workplace experiences of females may do little to mitigate underlying gender stereotypes.

This course explores the fundamentals of life insurance and how to manage life policies for high-net-worth clients. Starting with an overview of major life insurance terminology and policy types, the presentation dives into best practices on how to maintain a policy and covers: Questions to go over with your client How and when to implement policy reviews How to monitor a policy Different strategies for if your client gets declined or wants to sell their policy CPAs will take away important lessons on integrating discussions of life insurance policies with their high-net-worth clients.

This course will explain the psychological aspects of leading effective meetings. We'll take a look at the elements of F.O.C.U.S.S. - Focus, Organization, Conduct, yoUr presence, Stewardship and Solutions.

Excel's named reference capability allows us to create a friendly name and then use that name in a variety of places, including formulas. This session covers the basics of setting up named references with the Name Box, and then how to add, edit and delete names with the Name Manager. After naming a cell, a range and a constant, you'll dig into the details and name a few formulas. You'll then use the named formulas to create a clean and modular formula. Presented in Excel for Windows. Note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web. The webcast was originally broadcast on June 1, 2016. Note: There is a minimum passing rate of 70% for this course.

The conditional formatting feature of Excel allows you to format a cell based on its value. In this session, we'll quickly get warmed up by covering the basics and then look in-depth at its more useful capabilities, including using a formula to define the formatting rule, using icon sets to create alerts and filtering for duplicates. Presented in Excel for Windows. (Please note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web.) The webcast was originally broadcast on June 1, 2016. Note: There is a minimum passing rate of 70% for this course.