CPE Catalog & Events

A detailed overview of dual consolidated loss, foreign currency, and international tax reporting rules.

Global mobility is now routine—and so are the foreign tax surprises that come with it. In Foreign Tax Essentials for U.S. Practitioners: Exclusions, Credits, and Reporting Requirements, you'll gain practical, real-world guidance on applying the Foreign Earned Income Exclusion and Foreign Tax Credit, avoiding costly compliance missteps, and confidently navigating key reporting rules such as FBAR, FATCA, and expatriation filings. Through clear explanations, planning insights, and practical examples, you'll strengthen your ability to advise U.S. taxpayers abroad, minimize double taxation, and know when complex situations require specialized expertise.

The Forensic Accounting Expert Witness Certificate equips CPAs and financial professionals with the advanced skills required to serve as credible and effective expert witnesses in litigation. This specialized program focuses on the practical and ethical dimensions of expert testimony, guiding you through every stage of the litigation process—from developing defensible expert opinions to presenting findings with clarity and confidence in court. Through six integrated courses, you'll gain insights into expanding your practice into forensic services, mastering deposition and courtroom communication, and maintaining professional integrity under cross-examination. Led by nationally recognized forensic expert Brian Peter Brinig, JD, CPA/ABV, ASA, the program emphasizes real-world readiness and professional credibility. Participants learn to bridge technical expertise with persuasive communication, ensuring their analyses withstand legal scrutiny and support just outcomes. Ideal for CPAs engaged in litigation support, valuation, or forensic analysis, this certificate prepares professionals to deliver testimony that is not only technically sound but also clear, confident, and compelling.

Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations.

With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court.

An in-depth look at reporting Form 990 provides actionable tips for accurate preparation.

Understanding the intricacies of Form 990 is crucial. You can learn actionable tips for accurate preparation as part of your Tax Staff Essentials bundle.

Areas of concern on Form 990 are identified to ensure accurate reporting and preparation.

The required schedules of the IRS Form 990 are studied through in-depth interactive examples.

Fundamentals of fair value measurements, including valuation approaches and considerations, are explored for professionals looking to augment their valuation skills and expand their service offerings.

FP&A software provides unparalleled opportunities to automate routine tasks, provide real-time insights and enable more sophisticated forecasting.

CFI's "FP&A Modeling Pt.4 — Contractor Analysis" course will help you filter through any past challenges you may have had to learn best-in-class approaches to forecasting contractor costs in FP&A models. This course will also include a summary of the company's cost of goods sold (COGS) and selling, general & administrative (SG&A) for the income statement.

CFI's "FP&A Modeling Pt.5 — Debt and Capex Analysis" course will help you filter through any past challenges you may have had to learn best-in-class approaches to monitor the company's capital expenditure. This course will also include detailed instructions about how to install a revolving line of credit and set it up as the lender of last resort in the model.

CFI's "FP&A Modeling Pt.6 — Financial Statement Aggregation" course will help you understand how to construct financial statements using FP&A totals. We will also review best-in-class approaches to aggregating monthly figures into quarterly and annual amounts.

CFI's "FP&A Modeling Pt.7 — Dashboard Visualizations" course will help you understand how to configure FP&A data to visualize on a dashboard. We will also review some Excel skills used to create rich charts and graphs.

CFI's "FP&A Variance Pt.1 — Build & Configuration" course will help you understand the best design for an FP&A model to review monthly data in a quantitative and qualitative manner.

CFI's "FP&A Variance Pt.2 — Roll Forward & Analysis" course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to rolling financial models forward for a new fiscal year.

CFI's "FP&A Variance Pt.3 — Protection & Presentation" course will help you understand how to protect FP&A models on multiple levels to maintain financial model integrity. The course will also review best-in-class approaches to printing & presenting model results to important stakeholders.

Our panel of experts delves into the importance of case law, both in a general context and specifically in relation to published versus unpublished cases. Gain insights into the structure of the California court system and explore the nuances of 5 to 6 selected cases. Our three CPAs will dissect the pertinent aspects of these cases, while Attorney Jeff Lewis will provide valuable commentary on their significance and relevance. This session was recorded on March 20,2024 at the 2024 Fraud and Forensic Accounting Virtual Conference.