CPE Catalog & Events

Mastering multistate taxation is more critical than ever for accounting and tax professionals navigating the evolving landscape of nexus, withholding, and the convenience rule. Our expert-led course, featuring Mark Klein, Partner at Hodgson Russ, unpacks the latest developments in economic nexus standards, the impact of remote employees on tax obligations, and the complexities of state tax compliance. Equip yourself with the knowledge to help businesses and clients navigate the intricate world of multistate taxation confidently. Don't miss this opportunity to elevate your expertise and safeguard your organization from costly tax liabilities!

This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls.

Mastering retirement plan audits is essential for plan sponsors to ensure compliance with Department of Labor (DOL) regulations, protect participant assets, and uphold fiduciary responsibilities. Amanda Goar, CPA, Principal at Baker Tilly, highlights key changes to audit triggers, such as focusing on participants with account balances and applying the 80-120 rule, while emphasizing the importance of proactive preparation. She stresses maintaining accurate plan documentation, reconciling census data, ensuring timely contributions, and addressing common challenges like vesting provisions, participant elections, rollovers, loans, and forfeitures.

Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in "Crucial Conversations," "Fierce Conversations," and "Leading with Questions." Discover how to build stronger client and colleague relationships and model constructive communication behaviors. This class breaks down transformative strategies into actionable steps that every CPA can master.

In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities.

This course provides an overview of the Balanced Scorecard, a performance measurement framework that takes into account non-financial performance metrics.

This course will focus on three areas accountants should be aware of: contracts, intellectual property and employment law.

This course discusses the importance of networking, and offers best practices to help you improve your business networking skills and build a strong professional network.

This course will discuss ways to improve your business processes to make them more efficient and better for your organization and customer.

This course will discuss different personality styles and demonstrate the different ways to communicate information to them. See how recognizing their personality style(s) can turn communication breakdowns into breakthroughs.

This MBAexpress: Key Concepts is designed for managers, professionals, add business owners who want to develop a broad perspective to deal more effectively in today's rapidly changing and increasingly complex business environment.

This course will demonstrate proven methods that CPAs and other business professionals can use to unlock their creativity and innovative thinking.

How do you react to change? Change is difficult, even when it is good and for right reasons. This course discusses various methods and ideas to consider in helping you navigate the turbulent waters when dealing with change.

This course will define emotional intelligence and help you understand the difference between IQ and EQ. Identify the five attributes of emotional intelligence and learn four steps to increase your emotional intelligence in the decision-making process.

This course offers an alternative approach to building your business plan, along with a candid discussion of the "dark side" of being an entrepreneur.

This course discusses the importance of excellent customer service and identifies skills needed to provide excellent customer service to both your internal and external customers.

This course will help you identify and prepare for common and uncommon disasters.

This course lays out the basic steps and a logical approach to the financial analysis process.

This course discusses what you need to consider before you expand your operations into a new country and the steps to starting an international business.

This course provides an overview of the key elements of a traditional MBA to help you improve your business planning techniques and add value to your firm.