CPE Catalog & Events

Through narration by an industry subject matter expert and practical scenario exercises, this two-part CPE course describes patents and other intellectual property and the types of damages associated with this property type.

Tax tips and tax strategies to help guide your new and existing individual clients.

For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world.

Internal Control is designed to provide reasonable assurance to achieve the entity's objectives related to financial reporting, effectiveness and efficiency of operations and compliance with applicable laws and regulations. It safeguards assets against unauthorized acquisition, use, or disposition and may include controls relating to financial reporting and operating objectives. Auditors should understand internal control relevant to the audit and the application of professional judgment. Most audit-related controls relate to financial reporting. However, not all controls related to financial reporting are appropriate for audits. Therefore, the auditor should evaluate the design of controls and determine whether they have been implemented by performing procedures and the inquiry of the entity's personnel.

An examples-based discussion of key concepts, including effectively connected income, branch profits tax (BPT), branch-level interest tax, Form 1120-F, and more.

The tax implications of a U.S. company's investment outside the country.

The perfect place to start your education in U.S. international taxation, with easy-to-understand explanations of complex topics in this tax subspecialty.

An easy-to-understand overview of essential international tax topics.

Putting corporate reorganizations, liquidations, and stock acquisitions in an international context.

Exploring non-recognition transaction rules and the impact of Section 367 on inbound and outbound transactions.

International Valuation Standards promote global consistency in valuations. You'll learn more about these guidelines and best practices that apply in multiple jurisdictions.

Valuation is probably the most fundamental concept in finance and is a necessary skill to become a world-class financial analyst. Due to the nature of a bank's operations, as well as banking regulations, we have to modify the most common valuation approaches. In this course, we will build a dividend discount model, a residual income model, mark a bank's balance sheet to market value and discuss comparable valuation.

This self-paced business intelligence online training introduces you to the fundamentals of business intelligence (BI). You'll learn how data, tools, and team roles work together to drive smarter business decision-making. Unlike traditional data analysis training, this business intelligence course focuses on equipping you with practical, real-world BI knowledge you can apply immediately.

In the accounting profession, dealing with data is life. Doing it efficiently and effectively are skill differentiators.

You'll learn to identify basic issues related to filing Form 990 for tax-exempt not-for-profit entities (NFPs).

SOC for service organizations examinations can be effectively performed with this foundational knowledge covering system and organization control reporting guidance and common practice issues.

This course will introduce the Sustainability Accounting Standards Board's framework and the Fundamentals of Sustainability Accounting (FSA) credential and its relevance to management and financial services industries. The course will discuss the relevance of reporting and monitoring SASB metrics for private companies to manage risk, improve operational results and increase enterprise value.

An overview of effectively connected income, sourcing income, the branch profits tax, the Foreign Investment in Real Property Act, and more.

You'll gain key foundational knowledge of fraud management and fraud investigations, including how to identify different types of fraud, conduct fraud risk assessments, and investigate possible fraud.

Clients increasingly rely on your expertise to mitigate risks and secure their financial futures. This course will equip you with essential knowledge about the latest developments in virtual currency, including an in-depth exploration of Bitcoin, its underlying technology, and the evolving regulatory landscape. You will gain insights into investment strategies that can enhance your ability to advise clients effectively, ensuring they are well-prepared to navigate the complexities of this dynamic market. By the end of the course, you will be empowered to leverage various tools and techniques that will not only enhance your professional skill set but also significantly benefit your clients' investment decisions in the realm of virtual currency.