CPE Catalog & Events

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.

An eight-course program covering steps in the investment planning life cycle, including a discussion of planning for and funding higher education.

This course addresses accounting for the investments held by NFPs.

Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause". This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face, and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties.

In this unprecedented time, conventional investment wisdom won't work. This past year has demonstrated some of the most significant market movements and fears we have seen in years and our clients are becoming more skeptical than ever. Join Jeffrey H. Rattiner as he leads a comprehensive discussion on developing an investment plan in these unchartered times to weather the many storms that are pounding individuals and businesses. You'll learn how to understand the marketplace, prioritize your objectives, determine which investments work best in a volatile market, and then how to combine investments for the best results. This dynamic program will help you increase your client base and fees by incorporating a proven and practical approach to creating client investment portfolios into your practice and how to keep score to help you measure success. You'll leave with a clear understanding of how to build, sustain and evaluate investment portfolios for clients in these turbulent times.

Calvin Harris, CEO of the New York State Society of CPAs, speaks with Joel Black, Chair of the Governmental Accounting Standards Board (GASB), about current priorities in governmental accounting and financial reporting. Black discusses how GASB is responding to stakeholder needs while considering resource constraints, and shares insights on the Board's ongoing efforts to improve standards, transparency, and engagement with governments, auditors, and financial statement users.

A comprehensive overview of international bribery and corruption laws and their underlying principles and foundations, as well as global enforcement actions and international cooperation efforts.

Today's competitive environment requires you to lead your company or team through diverse and often complex scenarios. This course will help attendees determine importance of sound leadership skills, differentiating between a leader and a manager, and learn how to identify and eliminate roadblocks to successful leadership. Also, using leadership scenarios, address common workforce issues and learn techniques to best handle workforce diversity.