Course Description This course will take ethical tax issues and turn it into a more-interactive event, with real-life stories of practitioners who have run afoul of Circular 230. These stories will be interspersed with complete coverage of IRS Bulleting 2017-35, important sections of the TIGTA Report and Form 8867. Finally, this course will discuss issues …
Tax Preparers Gone Bad Volume 1 – Self Study Course Read More »
Course Description This course will take ethical tax issues and turn it into a more-interactive event, with real-life stories of practitioners who have run afoul of Circular 230. These stories will be interspersed with complete coverage of Circular 230 from Subpart A through Subpart E. Learning Objectives Upon successful completion of this course participant should …
Tax Preparers Gone Bad Volume 2 – Self Study Course Read More »
Course Description 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 …
Virginia Ethics – Ethics for Virginia CPAs – Self Study Course Read More »
Course Description 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 – Part 5 is the fifth webinar in a …
Course Description 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 – Part 4 is the fourth webinar in a …
Course Description 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 – Part 3 is the third webinar in a …
Course Description 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 – Part 2 is the second webinar in a …
Course Description 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 – Part 1 is the first webinar in a …
Course Description Auditing and assurance services are important services provided by CPAs. Performing Auditing and Other Assurance Services is a webinar that will describe auditing and assurance services. This webinar will identify the different types of audits and the different types of assurance services. This webinar will define the importance of ethics in the CPA and …
Performing Auditing and Other Assurance Services – Live Webinar Read More »
Course Description Servant Leadership is a new leadership approach for CPAs to adopt when leading other members in their practice while applying an agile management approach. An agile management approach allows adapting your practice to changing markets. This webinar will compare the traditional sense of leadership to that of servant leadership. This webinar will go …
Using Servant Leadership to Manage a Practice – Live Webinar Read More »
Course Description 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 …
Improving Code and Reducing Risk Using Agile XP – Live Webinar Read More »
Course Description 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 …
Information Security – Safeguards to Protect Client Data – Live Webinar Read More »
Course Description 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 …
Improving Work Flow Using Agile Lean – Live Webinar Read More »
Course Description 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 …
Course Description The American Rescue Plan of 2021 is the latest COVID-19 relief package . It provides $1.9 trillion in mandatory funding, program changes and tax policies aimed at mitigating the continuing effects of the pandemic. The American Rescue Plan of 2021 is the latest legislation to facilitate recovering from the economic and health effects of …
Course Description 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 …
Improving Work Processes using Agile Kanban – Live Webinar Read More »
Course Description 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 …
Improving Teamwork Using Agile Scrum Project Management – Live Webinar Read More »
Course Description 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 …
Connecting the Network in Your Practice to the Internet – Live Webinar Read More »
Course Description 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 …
Improving Writing Skills for CPAs – Live Webinar Read More »
Course Description 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 …
Leading Effective Meetings for CPAs – Live Webinar Read More »
