Webinars - On Demand

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Internal controls are required to ensure the integrity of financial and accounting information, promote accountability, and prevent fraud. This course will describe the importance of internal controls and the purpose of audit committee. This course will review the goals for internal controls and discuss the internal control framework used by most companies based in the United States. This course will describe the interrelated components for an effective internal control system. This course will discuss the importance of identifying audit risk. Finally, this course will discuss the difference between control deficiency, significant deficiency, and material weakness.

Field of Study: Webinars - On Demand

CPE Hours: 3

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

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

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

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

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

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

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

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

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

CPAs are professionals that are required to make ethical decisions daily when performing their duties. Ethics are moral principles or values that tend to be unique to each individual and are used to shape decisions. Ethical standards are based on ethical principles. All CPAs are required to apply ethical principles to their practice and to the services that provide. This course identifies why it is crucial for all CPAs to practice ethics and to solve ethical dilemmas that they encounter. Part one of this course will identify the need for ethics in the CPA profession and the ethical principles that all CPAs are required to comply with when performing their duties. This course will review ethics rules, regulations, and entities that provide ethics enforcement for CPAs. Part 2 of this course will review the principles of the AICPA’s Code of Professional Conduct. It will identify when independence is considered to be impaired and define discreditable acts.

Field of Study: Webinars - On Demand

CPE Hours: 4

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

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

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

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

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

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

The One Big Beautiful Bill Act, also known as the OBBBA, is a diverse and far-reaching bill that changed many aspects of the tax code. The OBBBA is an extremely large bill, so for the purposes of this webinar, we will only go over the material that relates to the tax code. This material is found under Title VII of the OBBBA, labeled “Finance.” This course will provide a summary of all portions of the OBBBA and explain how this bill changes the wider tax landscape through its individual provisions.

Field of Study: Webinars - On Demand

CPE Hours: 5

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

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 2024.

Field of Study: Webinars - On Demand

CPE Hours: 5

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 2026.

Field of Study: Webinars - On Demand

CPE Hours: 5

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

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