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Course Name CPE Price Select
2023 Individual Filing Requirements – On Demand Webinar

When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to numerous updates to the IRC and the inclusion of the Tax Cuts and Jobs Act into law, filing requirements for individual taxpayers have been drastically altered.  This course will focus on the updated filing requirements surrounding individual taxpayers across all filing types. Additionally, this course will go into detail regarding the updated basic standard deduction, additional standard deduction, personal deduction, and penalty amounts. Finally, this course will go over the filing of a deceased taxpayer’s federal income tax return and the treatment of decedent income.

Field of Study: Webinars - On Demand

CPE Hours: 2

2 $49.95 Buy
2023 Individual Retirement Accounts – On Demand Webinar

Individual retirement accounts are investing tools that permit individuals to set aside money for retirement in a way that is preferential from a tax standpoint. This course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. This course will describe who is allowed to open and contribute to an IRA account during the taxable year. This course will identify when contributions are deductible and when they are not deductible. This course will describe the time allowed to rollover distributions and the ramifications of not completing rollovers within the allotted time. Finally, this course will describe when taxpayers are permitted to take distributions from an IRA account.

Field of Study: Webinars - On Demand

CPE Hours: 3

3 $59.99 Buy
American Rescue Plan Act (v23) – On Demand Webinar

The American Rescue Plan Act of 2021, also called the COVID-19 Stimulus Package, is a $1.9 trillion economic stimulus bill passed by the 117th United States Congress and signed into law by President Joe Biden on March 11, 2021. This act was passed to speed up the United States' recovery from the economic and health effects of the COVID-19 pandemic and the ongoing recession. This legislation was first proposed on January 14, 2021, the package builds upon many of the measures in the CARES Act from March and in the Consolidated Appropriations Act, 2021, from December.

Field of Study: Webinars - On Demand

CPE Hours: 3

3 $71.95 Buy
An Introduction to Agile Project Management (v23) – On Demand Webinar

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency is desired.

Agile project management is a methodology that was developed for complex projects or where project requirements change quickly. As a result, project managers need the agility to react in a timely fashion. This course will describe the agile project management approach and compare it to a traditional project management approach.  This course will describe the four values for agile project management.  Finally, the twelve agile principles will be described in detail.

Field of Study: Webinars - On Demand

CPE Hours: 1

1 $24.99 Buy
Audit Planning – Part 1 (v23) – On Demand Webinar

The auditor uses four phases to meet the overall objective of the audit, which is to express an opinion on the fairness with which the financial statements present fairly. Every audit requires planning, which occurs during the first of the four audit phases. Audit Planning  is a webinar that has been broken down into 5 separate sessions, with each session covering a different aspect of the audit planning process. This webinar series will discuss the importance of evaluating materiality and risk, which will impact the auditor's planned audit evidence. This webinar series will describe how to develop a preliminary judgment about materiality and consider the most appropriate risks for each engagement. This webinar series will also review the eight steps involved in creating the audit plan.

Field of Study: Webinars - On Demand

CPE Hours: 2

2 $44.99 Buy
Audit Planning – Part 2 (v23) – On Demand Webinar

The auditor uses four phases to meet the overall objective of the audit, which is to express an opinion on the fairness with which the financial statements present fairly. Every audit requires planning, which occurs during the first of the four audit phases. Audit Planning  is a webinar that has been broken down into 5 separate sessions, with each session covering a different aspect of the audit planning process. This webinar series will discuss the importance of evaluating materiality and risk, which will impact the auditor's planned audit evidence. This webinar series will describe how to develop a preliminary judgment about materiality and consider the most appropriate risks for each engagement. This webinar series will also review the eight steps involved in creating the audit plan.

Field of Study: Webinars - On Demand

CPE Hours: 3

3 $59.99 Buy
Audit Planning – Part 3 (v23) – On Demand Webinar

The auditor uses four phases to meet the overall objective of the audit, which is to express an opinion on the fairness with which the financial statements present fairly. Every audit requires planning, which occurs during the first of the four audit phases. Audit Planning  is a webinar that has been broken down into 5 separate sessions, with each session covering a different aspect of the audit planning process. This webinar series will discuss the importance of evaluating materiality and risk, which will impact the auditor's planned audit evidence. This webinar series will describe how to develop a preliminary judgment about materiality and consider the most appropriate risks for each engagement. This webinar series will also review the eight steps involved in creating the audit plan.

Field of Study: Webinars - On Demand

CPE Hours: 2

2 $44.99 Buy
Audit Planning – Part 4 (v23) – On Demand Webinar

The auditor uses four phases to meet the overall objective of the audit, which is to express an opinion on the fairness with which the financial statements present fairly. Every audit requires planning, which occurs during the first of the four audit phases. Audit Planning  is a webinar that has been broken down into 5 separate sessions, with each session covering a different aspect of the audit planning process. This webinar series will discuss the importance of evaluating materiality and risk, which will impact the auditor's planned audit evidence. This webinar series will describe how to develop a preliminary judgment about materiality and consider the most appropriate risks for each engagement. This webinar series will also review the eight steps involved in creating the audit plan.

Field of Study: Webinars - On Demand

CPE Hours: 1

1 $24.99 Buy
Audit Planning – Part 5 (v23) – On Demand Webinar

The auditor uses four phases to meet the overall objective of the audit, which is to express an opinion on the fairness with which the financial statements present fairly. Every audit requires planning, which occurs during the first of the four audit phases. Audit Planning  is a webinar that has been broken down into 5 separate sessions, with each session covering a different aspect of the audit planning process. This webinar series will discuss the importance of evaluating materiality and risk, which will impact the auditor's planned audit evidence. This webinar series will describe how to develop a preliminary judgment about materiality and consider the most appropriate risks for each engagement. This webinar series will also review the eight steps involved in creating the audit plan.

Field of Study: Webinars - On Demand

CPE Hours: 1

1 $24.99 Buy
Comprehensive Coronavirus Legislation (v23) – On Demand Webinar

The U.S has been met with unprecedented challenges during the Coronavirus pandemic. Over the course of 2020 and 2021, three major spending bills were enacted into law that were meant to provide aid to individuals, companies, and industries that were affected by the various changes and restrictions onset by the Coronavirus pandemic. Those bills were the American Rescue Plan Act, the Consolidated Appropriations Act, and the CARES Act. This course will provide an overview of these three bills that were meant to address the hardships caused by the coronavirus pandemic. This course will also provide a detailed look into the latest bill enacted from the three, the American Rescue Plan Act, and how that bill has affected the wider tax landscape within the U.S.

Field of Study: Webinars - On Demand

CPE Hours: 4

4 $74.99 Buy
Computer Privacy and Internet Security (v23) – On Demand Webinar

Computer Privacy and Internet Security is a CPE webinar that will help all practitioners keep confidential client data safe and the data of the practice safe. This webinar will define the terms malware, computer virus, computer worms, Trojan horse, spyware, adware and describe how they are used to compromise data. This webinar will describe the function and importance of a network firewall and personal firewall. This webinar will discuss the function of antivirus and anti-spyware software. Finally, this webinar will discuss the importance of safe web surfing and e-mail techniques.

Field of Study: Webinars - On Demand

CPE Hours: 2

2 $44.99 Buy
Connecting the Network in Your Practice to the Internet (v23) – On Demand Webinar

Connecting the Network in Your Practice to the Internet is a CPE webinar that will describe how to securely connect the network in your practice to the Internet. This webinar will describe the protocols that are required to connect and share information on the Internet and describe how each station on a private LAN obtains an IP address. This webinar will describe the network devices required to connect to the Internet. Finally, this webinar will describe different broadband technologies that can be used for connecting to the Internet.

Field of Study: Webinars - On Demand

CPE Hours: 2

2 $44.99 Buy
Duties When Managing a Project (v23) – On Demand Webinar

CPAs are highly respected individuals who are intelligent in strategic business dealings and other issues. Some services they provide include audits and reviews, consulting services, forensic accounting, financial planning, etc. Each of these services are a specific need for a client that the practitioner must carry out. Due to the nature of these types of services, the project managers or individual practitioners can view each of these tasks as a project.

Duties When Managing a Project is a webinar that will describe the business and management duties that must be performed by the project manager or the practitioner leading the project.

Field of Study: Webinars - On Demand

CPE Hours: 2.5

2.5 $52.99 Buy
Effective Listening Styles for CPAs (v23) – On Demand Webinar

Communication is a crucial skill for all CPAs. Practitioners must be able to actively communicate with both the people they work around, as well as their clients. A key component to communication is being able to effectively listen to others while leading and working as a team. Effective Listening Styles for CPAs is a webinar that will define different listening styles and skills that can be used by practice owners and practitioners to improve practice communications with office staff members and their clients.

Field of Study: Webinars - On Demand

CPE Hours: 1.5

1.5 $34.99 Buy
Estate Taxes (v23) – On Demand Webinar

Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will discuss estate planning and estate taxes. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course has been updated to reflect all current changes to tax law and amounts for 2022.

Field of Study: Webinars - On Demand

CPE Hours: 5

5 $89.99 Buy
Federal Tax Updates for 23-24 – On Demand Webinar

The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This webinar will provide a thorough review of the Individual Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.). This webinar will provide a summary description of all provisions referenced in the Individual Tax Reform section of the Tax Cuts and Jobs Act. It will identify which sections changed and which remained the same.

Field of Study: Webinars - On Demand

CPE Hours: 2

2 $49.95 Buy
Fraud Auditing (v23) – On Demand Webinar

Fraud Auditing is a CPE webinar that examines the types of fraud considered by auditors when auditing financial statements: fraudulent financial reporting and misappropriations of assets. This webinar describes the way auditors gather information to assess fraud risk in every audit and develop appropriate responses to identified fraud risks, after considering the effectiveness of management's antifraud programs and controls. This webinar focuses on the typical fraud techniques and highlights areas that are subject to greater risk of fraud. Once the auditor suspects fraud, it is their responsibility to gather additional evidence, often through inquiry. This webinar also describes the auditor’s responsible for making certain communications about suspected or detected fraud to senior management and the audit committee.

Field of Study: Webinars - On Demand

CPE Hours: 2

2 $44.99 Buy
Fraud Auditing Part 1 (v23) – On Demand Webinar

Fraud Auditing Part 1 is a CPE webinar that examines the types of fraud considered by auditors when auditing financial statements: fraudulent financial reporting and misappropriations of assets. This webinar describes the way auditors gather information to assess fraud risk in every audit and develop appropriate responses to identified fraud risks, after considering the effectiveness of management's antifraud programs and controls. This webinar focuses on the typical fraud techniques and highlights areas that are subject to greater risk of fraud. Once the auditor suspects fraud, it is their responsibility to gather additional evidence, often through inquiry. This webinar also describes the auditor’s responsible for making certain communications about suspected or detected fraud to senior management and the audit committee.

Field of Study: Webinars - On Demand

CPE Hours: 1

1 $24.99 Buy
Fraud Auditing Part 2 (v23) – On Demand Webinar

Fraud Auditing Part 2 is a CPE webinar that examines the types of fraud considered by auditors when auditing financial statements: fraudulent financial reporting and misappropriations of assets. This webinar describes the way auditors gather information to assess fraud risk in every audit and develop appropriate responses to identified fraud risks, after considering the effectiveness of management's antifraud programs and controls. This webinar focuses on the typical fraud techniques and highlights areas that are subject to greater risk of fraud. Once the auditor suspects fraud, it is their responsibility to gather additional evidence, often through inquiry. This webinar also describes the auditor’s responsible for making certain communications about suspected or detected fraud to senior management and the audit committee.

Field of Study: Webinars - On Demand

CPE Hours: 1

1 $24.99 Buy
Gift Taxes (v23) – On Demand Webinar

Gifts are a commonly used method to reduce the amount of estate taxes owed. This course has been updated to reflect all current changes to tax law as practitioners prepare returns in 2023. This course will explore the topic of gift taxes. It will explain when gifts are free of tax liability and identify various scenarios when filing a gift tax return is required.

Field of Study: Webinars - On Demand

CPE Hours: 3

3 $71.95 Buy
Improving Code and Reducing Risk Using Agile XP (v23) – On Demand Webinar

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency is desired. This webinar will describe the Agile Extreme Programming project management methodology.

Agile XP project management is a methodology that applies agile project management process with values, principles, and practices.  This webinar will describe the agile project management approach and compare it to a traditional project management approach.  This webinar will describe the four values and twelve agile principles. XP stands for extreme programming. This webinar will describe how XP works and improves how project teams write software.  This webinar will explain the values, principles, and practices for XP.  This webinar will describe how projects are planned and executed using XP.  Finally, this webinar will describe how XP teams improve.

Field of Study: Webinars - On Demand

CPE Hours: 2

2 $44.99 Buy
Improving Teamwork Using Agile Scrum Project Management (v23) – On Demand Webinar

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected. This webinar will describe the Agile Scrum project management methodology.

Agile Scrum project management is a methodology that applies agile project management processes with rules and values.   This webinar will describe the agile project management approach and compare it to a traditional project management approach.  This webinar will describe the four values and twelve agile principles.  This webinar will describe how Scrum works and the primary roles on a Scrum team.  This webinar will describe how projects are planned and executed using Scrum.  Finally, this webinar will describe how Scrum teams improve.

Field of Study: Webinars - On Demand

CPE Hours: 2.5

2.5 $52.49 Buy
Improving Work Flow Using Agile Lean (v23) – On Demand Webinar

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This webinar will describe the Agile Kanban project management methodology.

Lean is an agile project management methodology for improving processes by eliminating waste. Lean is also used to improve work process and improve efficiencies. This webinar will describe the agile project management approach and compare it to a traditional project management approach. This webinar will describe the four values and twelve agile principles. This webinar will describe important Lean concepts to help a team to improve the way they work.  This webinar will also describe the process for identifying root cause of problems.  Finally, this webinar will identify the three wastes that constrain project workflow.

Field of Study: Webinars - On Demand

CPE Hours: 2

2 $44.99 Buy
Improving Work Processes using Agile Kanban (v23) – On Demand Webinar

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This webinar will describe the Agile Kanban project management methodology.

Kanban is an agile method that focuses on process improvement to achieve greater efficiency and improve quality.  This webinar will provide an overview of the project quality management knowledge area.  This webinar will describe the purpose of Kanban and describe why it is used by agile project teams.  This webinar will also define the course principles of Kanban and describe how it would be implemented by project teams. 

Field of Study: Webinars - On Demand

CPE Hours: 3.5

3.5 $67.49 Buy
Improving Writing Skills for CPAs (v23) – On Demand Webinar

The responsibility of a CPAs is to provide professional services for their clients. The majority of these services require the practitioner to produce documents and other written works for a variety of reasons. Improving Writing Skills for CPAs is a webinar that will provide both an overview and guidance for improving writing skills. This webinar will illustrate the problems some practice owners and practitioners have with poor writing and provide suggestions for improving their written communication methods.

Field of Study: Webinars - On Demand

CPE Hours: 1

1 $24.99 Buy
Information Security – Network Security for Internal Control Assurance (v23) – On Demand Webinar

Internal control requires that the information systems in a company are secure, reliable, and can be trusted. Cyberattacks and data breaches represent the greatest threat to most company’s today. Network Security for Internal Control Assurance is a webinar that will describe the importance of network security for all types of businesses and practices. This webinar will identify the vulnerabilities and define safeguards for computers, networks, networking components, software applications, and mobile devices. This webinar will describe the threats that can compromise the computers and company data such as viruses, trojans and phishing. This webinar will describe some simple steps that users can take to properly protect themselves from any threats that penetrate the network and protect confidential company data. Finally, this webinar will discuss how to create a data security plan and an information security risk management plan along with some recommendations and best-practices for keeping networks safe.

Field of Study: Webinars - On Demand

CPE Hours: 4

4 $74.99 Buy
Information Security – Safeguards to Protect Client Data (v23) – On Demand Webinar

All CPAs and Tax Practitioners deal with very sensitive client data. Cybercriminals are highly sophisticated, well-funded, and technologically adept at hacking computers and sealing information. CPAs and tax practitioners are some of their most highly desired targets. Cybercriminals desire the client data of all CPAs and tax practitioners. If these cybercriminals can successfully obtain the client information of CPAs and tax practitioners, they can file fraudulent tax returns for refunds or commit identify theft. As a result, all CPAs and tax practitioners must protect their client’s information by protect their computers, networks and taking some simple safety approaches. This webinar will define information security, describe the numerous types of threats that exist today and define how `to protect your computer systems and networks to keep client data safe.

Field of Study: Webinars - On Demand

CPE Hours: 1

1 $24.99 Buy
Leading Effective Meetings for CPAs (v23) – On Demand Webinar

All practices consist of multiple individuals and groups working towards the success of the organization and their practice. To ensure that all employees are on the same page, meetings are sometimes required. There will be meetings consisting of only practitioners, others with only office members, and still other meetings that includes all employees who participate in the practice. The practice owner or other practitioner will typically lead these group meetings. Leading Effective Meetings for CPAs is a webinar that will help CPAs to lead more effective meetings. This webinar will describe the purpose and benefits of using an agenda for all CPAs. This webinar will also describe and benefits of establishing ground rules for meetings and the importance of recording meeting minutes. Finally, this webinar will list the steps for effectively closing a meeting.

Field of Study: Webinars - On Demand

CPE Hours: 1

1 $24.99 Buy
Tax Cuts and Jobs Act – Individual Tax Reform for 2023 – On Demand Webinar

The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This webinar will provide a thorough review of the Individual Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.). This webinar will provide a summary description of all provisions referenced in the Individual Tax Reform section of the Tax Cuts and Jobs Act. It will identify which sections changed and which remained the same.

Field of Study: Webinars - On Demand

CPE Hours: 2

2 $49.95 Buy
Tax Cuts and Jobs Act – Business Tax Reform for 2023 – On Demand Webinar

The Tax Cuts and Jobs Act is organized into four primary sections of: Individual Tax Reform, Business Tax Reform, Exempt Organizations and International provisions. This webinar will provide a thorough review of the Business Tax Reform portion of the Tax Cuts and Jobs Act Bill (H.R.1.). This webinar will provide a summary description of all provisions referenced in the Business Tax Reform section of the Tax Cuts and Jobs Act. It will identify which sections changed and which remained the same.

Field of Study: Webinars - On Demand

CPE Hours: 2

2 $49.95 Buy
What is Agile and Why Use it? (v23) – On Demand Webinar

Agile is a very hot term that is being used today to describe everything from transforming a business to changing leadership styles. This presentation will define the term agile. This presentation will describe the four values for agile. This presentation will list and define the twelve agile principles. This presentation will identify different agile methodologies. This presentation will identify why to use agile.

Field of Study: Webinars - On Demand

CPE Hours: 1

1 $24.99 Buy