CPE + Events Catalog

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, 4 at the 4 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, 4 at the 4 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 3-4 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, 4 at the 4 Not-for-Profit Conference.

The 4 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 4 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, 4 at the 4 Not-for-Profit Conference.

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.

This course addresses the practical aspects of Section 469 and the needed skill to handle pragmatic issues. Fundamentals are reviewed, planning opportunities identified, creative strategies discussed and evaluated along with remaining traditional approaches. The goal of this instructive program is to understand and solve problems under Section 469, with emphasis on tax savings ideas. Readers will overview the proper administration of this complex and often cumbersome provision.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course will help you stay informed about recent developments, including how the new tax laws impact financial planning, tax management and ways to help plan for long-term care. You'll learn from highly accredited specialists in long-term care insurance, Natalie Karp and Rona Loshak, who will guide you through the complexities of the long-term care marketplace. They will discuss the importance of long-term care planning, the financial and non-financial consequences of not planning, and the various solutions available to ensure your clients' independence and dignity as they age.

This course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking. Participants will wo rk through mini-cases, to apply principles and increase their financial and business creativity, and help their organization to be financially successful in negotiations. This is different from and complements tactical/strategic negotiation seminars, by being more financial-oriented, with lots of specific examples. It is partly about how to persuade, but also about creating different financial options that would be attractive to other party. The tips provided are also useful for internal negotiations and for non-accountants.

This course provides over two hundred useful and unusual tips for accountants in financial leadership. These non-technical tips are illustrated through concrete examples derived from practical experience. You won't find these tips in courses or text books, but you'll be able to use many of them. It provides specific opportunities for bench-marking your practices with those of your peers.

This course provides you with hundreds of useful and practical tips for accountants working in the Not-For-Profit sector. As a finance leader, you are expected to be able to deal with a myriad of issues and situations. You have your experience and what you learned from colleagues and mentors, but this course will provide you with many more veteran tips, including many unconventional ones. You won't find these tips in courses or text books, but you'll be able to use many of them. The course was created and is presented by an experienced CFO, with extensive real-life insight, who has created a number of courses and has spoken to over 16,000 accountants. It includes a very practical case on improving your internal financial reporting package. This course contains 1.0 ethics credits.

This on-demand self-study course addresses practical tips to help you, your clients and your organization to get through and manage a cash crisis. It is based upon the popular live webcast "Practical Tips to Get Through a Cash Crisis," originally broadcast in May 0. During the course, you will receive practical advice and ideas to help manage issues brought on by the pandemic.

This course covers the latest updates on preparation, compilation, and review engagements using SSARS rules. Participants will explore how to effectively perform these services through comprehensive lectures. Designed for practitioners in small and medium-sized CPA firms, the course includes detailed explanations and practical examples, with opportunities to deepen understanding through real-world case studies. This on-demand format allows you to retain a focus on practical application to enhance your skills and knowledge.

This course is designed to help any professional to learn how to deliver presentations that have an impact. Learn how to create useful slides, prepare your presentation, manage your nerves, set up the room and handle questions and answers. This webcast was originally broadcast on August 3, 2015. Note: There is a minimum passing rate of 70% for this course.

CPAs are commonly placed in positions to make difficult decisions. This course infuses new case studies highlighting issues that involve handling ethical crises. From audit to tax and from staff to partner, dive deep into high-profile conflicts such as Wells Fargo, Google, and Turing Pharmaceuticals, as well as other conflicts that never make headlines. What would you do if you worked for such a company? What would you do if faced with a compromising position? Acquire the tools to help you choose between alternative solutions. Note : There is a minimum passing rate of 70% for this course. The course was originally presented on May 1, 2018. CalCPA Members: This course qualifies for the four hours of free ethics credits per membership year. Learn more .

Managing and growing a successful practice requires that you have good people providing exceptional service at the right price. That was once done by the hour, but in today's world, when tech can perform work faster than people, the billable hour no longer works. Your price should reflect the value you provide, improve the service provided to customers, and create a better work environment for your team. Yes, the right price can do all that! In this session, we'll explore how a radical approach to your pricing can lead to a stronger firm with greater profits. This course is from The Elevate Forward series, which continues the conversations started at the annual Elevate: Women's Leadership Forum.

Examine significant real estate tax issues and concepts, including planning and compliance topics emphasizing tax elimination or deferral. Discuss the qualified business income deduction (Sec. 199A) as it relates to real estate investments; limited discussion of opportunity zones (Sec. 1400Z-2) relating to real estate; 1031 exchanges; home sale exclusion (IRC Sec. 121); passive activities loss rules; estate planning and gifting with real estate; and California property tax issues, updated for passage of Proposition 19 affecting parent-child transfers and transfer of assessments to a new principal residence.

Tax preparer regulation is a controversial topic among policymakers, the Internal Revenue Service, and certification providers. Proponents claim that regulation protects taxpayers from incompetent preparers, while opponents assert that regulation increases costs and discourages preparers from attaining higher qualifications. Following longstanding regulations in Oregon and California, the IRS implemented the Registered Tax Return Preparer program in 2012, which was unexpectedly invalidated in just its second year. Using this quasi-experimental setting and a unique dataset of all U.S. tax preparers obtained from the IRS, we test the effect of regulation on tax preparer qualifications. We find that tax preparer regulation is positively associated with the proportion of highly qualified tax preparers. We also find that regulation increases (decreases) the likelihood that a market entrant (exiter) is highly qualified. In additional analysis, we find some evidence that tax preparer regulations are associated with increased fees and better tax return quality.

This course covers topics such as tax proposals, valuation discounts, trusts and more. With an easy-to-understand presentation, it's never been easier to get up to speed on the intersection between real estate and estate and trust planning.

Not only are Forms 1099 being released later and later each year, they have become more confusing than ever-especially when it comes to fixed income securities. This course will explain what's on page one of the 1099 compared to the back up material and how to report all of the items correctly.

Are you or your clients struggling to get the most out of your real estate investments? This course will cover the ins and outs of converting real estate, from understanding market pressures to navigating potential obstacles. You'll learn how to maximize returns and create long-term wealth. Learn how to unlock the hidden value in real estate today.