CPE Catalog & Events

This introductory course provides a clear, concise, step-by-step example of the fundamentals of how to import data into Alteryx, how to select and configure its tools to transform that data according to your needs, and how to export the cleaned-up version to an Excel workbook for further CPA-related calculations. It also introduces those new to Alteryx to frequently used technical terms and concepts, as well as how you can use Alteryx as a powerful complement to Excel to turbocharge your ability to produce CPA work products. In addition, this course covers the purposes and functionality of the various sections of Alteryx's main screen, including the Canvas, the Tool Palette, the Configuration Window and the Results window. This and other foundational knowledge taught in the course will increase your ability to confidently and expertly use the program's software tools. Finally, we'll share numerous insights and commentary that pertain directly to CPAs and the kind of work we do. If you've wanted to learn about Alteryx and how it can boost your productivity and advance your career, this course is for you!

Managing and growing a successful practice requires that you have good people providing exceptional service at the right price. That was once done by the hour, but in today's world, when tech can perform work faster than people, the billable hour no longer works. Your price should reflect the value you provide, improve the service provided to customers, and create a better work environment for your team. Yes, the right price can do all that! In this session, we'll explore how a radical approach to your pricing can lead to a stronger firm with greater profits.  This course is from The Elevate Forward series, which continues the conversations started at the annual Elevate: Women's Leadership Forum.

A thorough knowledge of financial statements and company reports is crucial to becoming a world-class financial analyst. In this course, learn how to read and understand financial statements. We use real company annual reports and financial statements to better understand and analyze the financial strength of a company and help us make more informed decisions.

Examine significant real estate tax issues and concepts, including planning and compliance topics emphasizing tax elimination or deferral. Discuss the qualified business income deduction (Sec. 199A) as it relates to real estate investments; limited discussion of opportunity zones (Sec. 1400Z-2) relating to real estate; 1031 exchanges; home sale exclusion (IRC Sec. 121); passive activities loss rules; estate planning and gifting with real estate; and California property tax issues, updated for passage of Proposition 19 affecting parent-child transfers and transfer of assessments to a new principal residence.

David Livitt, founder of Livitt & Associates, discusses the evolution of global mobility from a transactional function to a strategic contributor to business and talent outcomes. He examines how mobility supports market expansion, leadership development, and workforce planning, and highlights the skills, governance considerations, and performance measures needed to run effective mobility programs.

The regulatory environment drives an entity's financial reporting and external audit requirements. Finance professionals in management accounting should gain a full understanding of the regulatory environment in which their organisation operates and how to apply the requirements of laws, standards, and guidelines.

This course provides a comprehensive overview of essential topics, including tax proposals, valuation discounts, and trusts, facilitating a clear understanding of the intricate relationships between real estate and estate and trust planning. By the conclusion, you will have a solid grasp of key concepts that are vital for effective planning in these areas.

Forensic practitioner roles and the related reporting contexts and considerations are examined for practitioners offering forensic services.

1099s are getting messier—are you ready? With multiple 1099 forms now merged into one mega-report for clients and the IRS, it's no wonder fixed income reporting feels more confusing than ever. This course breaks it all down—how the information provided to IRS differs from the backup material in the form, and how to report it all correctly—to help you make sense of the chaos and keep your filings clean.

This course will help you to better understand the reporting requirements and professional standards that you will need to know in order to create an effective, accurate, and sustainable report.

Discover the framework that will help you understand audience needs so that you can provide the right information to meet your data analytics project objectives and support data-driven decision-making.

This course provides a practical overview of reserves planning and its critical role in supporting nonprofit financial stability and mission success. Participants will learn why reserves are important, how to determine an appropriate reserves target based on organizational risks and needs, and the key components of reserves, including working capital, risk reserves, and general reserves. The course also highlights best practices for aligning reserves planning with strategic and financial goals, helping nonprofit leaders and finance professionals make informed, balanced decisions in an evolving environment.

There has been a fundamental climate change in how we handle power and ethics. This presentation will explain how we got here, what we should do, and what challenge is on the horizon once we work through these issues.

In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it.

This course offers an in-depth look at retirement needs models, their flaws, and ways to overcome associated drawbacks. You'll explore holistic retirement planning while reviewing threats to a successful retirement. You'll also hear about recent retirement planning changes, including the elimination of the "Stretch IRA" by the SECURE Act and the new SECURE Act 2.0 changes. We'll address key questions to plan a comfortable retirement and discuss strategies to draw down retirement assets over an extended period. Last updated 2026.

Retirement accounts may be the largest financial asset your client has. Learn to provide valuable retirement planning input rather than mere RMD calculations. Congress has been changing things: witness Secure and Secure 2.0. Beneficiary rules changed in 2019 but final regulations are not effective until 2025. Retirement benefits will be paid to beneficiaries much earlier than was required for pre-2020 deaths. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Retirement plans may be overhauled based on recent legislative changes and IRS interpretations; this effects the self-employed and employees. Course materials contain regulations governing plan distributions and copies of appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.

Taking money from a retirement plan before age 59-1/2 or failing to withdraw funds after age 73 leads to penalties. Plan beneficiaries have a separate set of rules as well. There are penalty exceptions and waivers, but some issues have no possible resolution. A withdrawal from a retirement plan is taxable unless it's returned to a plan within 60 days. Some withdrawals cannot be returned and there are some ways to make a late rollover tax-free. Early and late distribution penalties and 60-day rollover failures are prevalent issues that tax preparers must handle despite the size of the firm or the wealth of their clients. Learn the rules of the road in this class. Note: This class presents an in-depth discussion of issues presented in the instructor's class Retirement Distributions: Planning Options.

Big changes are here for retirement plan distributions. On July 19, 2024, t he IRS dropped new Final and Proposed Regulations—and they're a major shift from what we saw in 2022. Join Michael Gray, CPA, as he breaks down what's new, what's changed under SECURE 2.0, and how it all impacts estate planning and post-death retirement account management—especially for surviving spouses and other beneficiaries.

You will enhance your competence in personal financial planning through this certificate program which features six dynamic courses that cover critical steps in the retirement planning life cycle.

Learn the core principles for not-for-profit revenue recognition and measurement of contributions through real world scenarios.