CPE Catalog & Events

Prepare yourself for corporate taxation Focus on the two main types of direct taxes that are imposed directly on a person or entity: tax on the trading income and capital tax. Understand international tax considerations to plan effectively for entities going global. In addition, recognise ethical considerations of taxation since entities opt to choose tax minimisation strategies. Learn the decision-making process by focussing on the appropriate tax adjustments to remain a long-term, viable going concern. Acquire new skills to demonstrate your proficiency Trading income and losses Capital gains and losses Corporate residency Key issues affecting international taxation Foreign taxation types, double taxation, and transfer pricing Tax evasion versus tax avoidance Ethical considerations of tax avoidance and minimisation Gain practical experience Use case studies and scenarios to evaluate business performance and get a deeper understanding of various ways to improve the business performance and align with organisation goals. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Description:U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling.

COSO framework overview Gain an overview of COSO's internal control framework comprising five components and their related principles. Learn how to evaluate the control environment, risk assessment, control activities, information and communication, and monitoring activities at your or your client's entity. Through real-life examples, enhance your understanding of how to apply the framework as it relates to financial reporting whether you are an auditor or entity management.

Costs shouldn't manage you. You will learn how to provide key data to managers for planning and controlling, as well as data on costing products, services, and customers. By focussing on analyses, uses, and procedures instead of procedures alone, you can recognize cost accounting as a value-added customer enhancing tool. Acquire new skills to demonstrate your proficiency: Manufacturing and nonmanufacturing costs Direct or indirect costs Overhead costs Gain practical experience. The exercises use genuine examples and are designed to give you real-world knowledge on how to apply daily cost accounting principles. Acquire a deeper understanding of the strategic importance of the cost accounting application and finance business partnering role. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Standards - Easy as ABC! Activity-based costing (ABC) provides a more accurate method of product/service costing, leading to more accurate pricing decisions. It increases your understanding of overheads and cost drivers; and makes costly and non-value adding activities more visible, allowing managers to reduce or eliminate them. Acquire new skills to demonstrate your proficiency: Standard costs Variance analysis. Overhead costs. Gain practical experience: The exercises use real-world examples and are designed to equip you with the skills to apply advanced costing strategies. Acquire a deeper understanding of the strategic importance of the costing analysis and finance business partnering role. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Hit your targets! You will learn market-driven approaches that involve you analysing your organisation's customers and determining a pricing strategy that delivers your profit goals. Acquire new skills to demonstrate proficiency. Target costing Life cycle costing Learning curves Put your learning into practice. This course includes detailed exercises and calculations to help you apply costing strategies and the techniques for continues improvement. Acquire a deeper understanding of the strategic importance of the costing strategies in relation to your finance business partnering role. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

COVID impacted sales and use tax in ways that are still being uncovered. Participants will uncover the initial steps taken by states. From there, the attendee will see where states currently are with regards to their COVID protocols. Finally, the participant will be advised of potential outcomes for states in the near future. In any respect, attendees must be prepared for continued aggressiveness by states to recoup money that had been lost by COVID but also may be lost due to the impending recession. All should understand ways in which they might be able to fight back against the overreaching that has been and will continue to be done by the states. This program was developed for the FICPA by David J. Brennan, Jr., Esq. LLM (Tax) with Moffa, Sutton, & Donnini, P.A., a firm that specializes in state and local taxes. It was previously recorded on October 20, 2022, at 9:05 a.m. EDT

NEW CPEFlex OnDemand Subscription Service Times have changed, and the FICPA’s CPE subscription service has changed with it. Introducing CPEFlex, a compilation of our most in-demand OnDemand CPE courses for one low price and available 24/7.  CPEFlex offers a diverse range of content that remains relevant in an increasingly dynamic world. With topics spanning multiple industries and specialties, the catalog reflects a commitment to providing timely, diverse, and engaging learning opportunities, ensuring that users always have access to the latest knowledge and skills needed to stay ahead in their fields.  • Just-in-Time Training – Choose the courses you want and need and watch them when and where you want. • Streaming Capability – Purchase the annual plan, one-time for $325, and take courses OnDemand. Start a course on your laptop, finish it on your tablet or phone.  • Growing Catalog of Courses – Choose from more than 130 newly added courses, with relevance of topics in mind, all of the time.  • Engaging Instructors – New and popular courses led by the “who’s who” of subject matter experts on accounting and auditing, tax, law, and more. • Digital Proof of Completion – Download your certificate using our CPE Tracker to save time when reporting to the DBPR.??   CPEFlex - $325 for members and $520 for non-member

CPEFlex OnDemand Subscription Service – Includes Florida Regulatory Ethics Times have changed, and the FICPA’s CPE subscription service has changed with it. Introducing CPEFlex, a compilation of our most in-demand OnDemand CPE courses for one low price and available 24/7.  CPEFlex offers a diverse range of content that remains relevant in an increasingly dynamic world. With topics spanning multiple industries and specialties, the catalog reflects a commitment to providing timely, diverse, and engaging learning opportunities, ensuring that users always have access to the latest knowledge and skills needed to stay ahead in their fields.   • Just-in-Time Training – Choose the courses you want and need and watch them when and where you want. • Streaming Capability – Purchase the annual plan, one-time for $375, and take courses OnDemand. Start a course on your laptop, finish it on your tablet or phone.  • Growing Catalog of Courses – Choose from more than 130 newly added courses, with relevance of topics in mind, all of the time.  • Engaging Instructors – New and popular courses led by the “who’s who” of subject matter experts on accounting and auditing, tax, law, and more. • Digital Proof of Completion – Download your certificate using our CPE Tracker to save time when reporting to the DBPR.• Includes Florida-Approved Regulatory Ethics – Ethics: Protecting the Integrity of Florida CPAs 2023 (0012397) Note: ETHOL25 will be available late May. CPEFlex Plus - $375 for members and $600 for non-member

The communication program for the leader in all of us. Listen actively Cultivate your ability to communicate with your team and clients clearly and at the right time through flexible, adaptable learning that fits your schedule. Learn along with an AI robot to recognize spoken and unspoken cues in a conversation about a common business problem and gain an understanding of listening styles - passive, competitive, selective, and active. Understand deeply Harnessing the power of edutainment, reinforce your understanding with analytical interactions that bridge what you see and hear to your new understanding. Behavioral science connects your intellectual intelligence and your emotions as you engage in active, focused listening throughout the course. Learn to suspend judgment and listen with intention to understand others' points of view, motivations, thoughts, and expectations. Think powerfully Employ your new core skill to unlock additional competency in management, critical thinking, and problem-solving for you and your teams. Understand how active listening can bridge the communications gap in your organization to maximize efficiency, reduce conflict, retain talent, and increase profits. Discover your inner leader and harness the power of effective communication through CQ Originals, a learning program owned and produced by BoxMedia. This course meets CPD requirements for the following organizations: CPA Australia, Chartered Accountants Australia and New Zealand, ASAE: The Center for Association Leadership, International Foundation of Employee Benefit Plans, Bar Standards Board, Institute of Management Consultants (IMCUSA), Association for Supply Chain Management (ASCM), and Chartered Institute of Procurement and Supply (CIPS).

Think critically, act decisively, live confidently Enhance the effectiveness of both your company and team by developing critical thinking skills that allow you to identify, analyze and solve problems systematically and effectively, improving your leadership, coordination, planning, and decision-making skills. Analyze your thoughts Develop the ability to analyze your thoughts and the information you receive through observation, experience, reasoning, and communication with yourself and others. Strengthen your leadership mindset to develop your own point of view while recognizing biases and limits. Identify the steps required to effectively solve problems and develop efficient strategies. Improve and support your reasoning Allow behavioral science to guide you through the different steps of critical thinking to help you listen with focus, gather, and analyze information to achieve your goals. Make effective decisions Learn how to question and evaluate evidence presented to you, examine problems from different perspectives, make correct inferences, and assess probabilities, all while recognizing your cognitive biases. Explore how to improve your communication by effectively structuring your arguments and refining your decision-making process. A new way to learn Harness the power of edutainment as you dive into an entertaining learning experience that uses animation, videos, storytelling, and real-world examples that makes learning engaging, relatable, and interactive - and, perhaps most important, easy to retain and apply in your everyday life. Expand your human intelligence skills and explore CQ Originals: Active Listening. This course provides 1 hour of CPE credit in the Communications and Marketing field of study.

How to approach a negotiation Learn the different approaches to negotiation and how to use them to find solutions that can satisfy both parties and establish positive long-term relationships. Understand how, in many negotiation situations, it appears that the only possibility is that a gain on one side will result in a loss on the other. Learn instead how to generate additional value by implementing an integrative approach aimed at expanding the available resources, rather than dividing them, so that the negotiation's outcome will satisfy all parties. Phases of the negotiation process Explore the different steps of the negotiation process and learn how to apply them effectively. Set goals and limits Prepare for success by setting objectives and identifying ideal results for each specific negotiation scenario and how to establish your bottom line. Manage conflict constructively Improve your conflict prevention, management, and resolution techniques so that you can handle even the most complex situations, learning how to turn conflict into an opportunity for productive confrontation. Reach a mutually beneficial outcome Explore the different possibilities for solving the problem and reaching a positive outcome for all parties. Strengthen your communication, cooperation, and bargaining skills to maximize the effectiveness of the negotiation process. A new way to learn Harness the power of edutainment as you dive into an entertaining learning experience that uses animation, videos, storytelling, and real-world examples that makes learning engaging, relatable, and interactive - and, perhaps most important, easy to retain and apply in your everyday life. Expand your human intelligence skills and explore CQ Originals: Active Listening and CQ Originals: Critical Thinking. This course provides 1 hour of CPE credit in the Communications and Marketing field of study.

This CPE course can be purchased individually or as part of the Retirement Planning Certificate Program. The SECURE Act is the first major legislation to revamp retirement plans in over a decade. The provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans have been implemented into this learning program. Are you ready to help your clients set realistic expectations and goals? In this narrated PowerPoint video, Tom Tillery will discuss contributions to, and distributions from, various types of retirement plans. Contributions to most retirement plans are made on a pre-tax or tax-deductible basis. Income tax benefits are available to both employers and employees; and, for most retirement plans, the contributions grow on an income tax-deferred basis. Clients will face several challenges throughout the retirement years: providing care for elderly parents, children moving back home, and health issues. And, there are retirees who may have outlived, or overspent, their nest egg. This course will explore the risk-management tools and strategies to mitigate or eliminate these risks (or both). Financial advisers and clients alike, often incorrectly perceive that deployment of strategies and recommendations is the first step in the implementation phase. In the final part of this course, you will learn that the first step should be a review of the client's existing estate plan, or the creation of an estate plan. A current estate plan and the appropriate ownership of assets that are set aside for financial independence is just as, and may be even more, critical than the assets themselves. Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform"). Moderator, Tom Tillery Thomas Neal Tillery, CFPr, AEPr, CLUr, ChFCr, CRPCr, LUTCF is Vice President and Chief Compliance Officer of Parakleter Financial, Inc. Parakleter provides integrated fee-for-service financial planning without asset management or product sales. Enhanced On-Demand Format This on-demand format utilizes a slide deck format, enhanced with narration and interactive exercises that are designed to increase the level of engagement and hands-on application. Drag and drop exercises, case studies, and interactive diagrams are some examples of the interactive exercises that are used to supplement traditional instruction in this learning experience.

This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. Are you educating your clients on the tax effects and opportunities available for their investment portfolio? Narrated by Tom Tillery, this three-part course Illustrates how the Investment Policy Statement (IPS) guides the planner and client through the investment process. The course covers the components needed to create an investment policy statement (IPS), including: Income tax planning and strategies Allocation strategies Services most financial advisers do not take into consideration. The last section pulls it all together, describing how to develop the IPS, identifying the components of the IPS, and a discussion on how the IPS provides guidance for the personal financial planner and client throughout the engagement. This course features a handout that includes a sample Investment Policy Statement you will refer to time and again in your practice. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations.

Cryptocurrencies are hot topics in today's business environment. In this seminar, we present an overview of how cryptocurrencies work, are taxed, and used in industry. This seminar also includes a general analysis of cryptocurrencies income tax planning and compliance.

Minimise the effect of fluctuations in the value of assets and liabilities Exchange rates between most pairs of currency change constantly throughout the day. Gain the skills to hedge the risk of fluctuation in the ultimate value of expected transactions. Acquire new skills to demonstrate your proficiency Foreign exchange risk Value of expected transitions External hedging techniques Internal hedging techniques Gain practical experience Use hands-on exercises such as case studies and scenarios to evaluate business performance and gain a deeper understanding of ways to improve business performance and align with organisation goals. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Retain your customers Discover the tools you need to preserve customer relationships and maintain a balanced customer portfolio for your business. Develop your skills Customer value management cycle Customer segmentation Customer lifetime value Customer profitability analysis Customer portfolios BCG Matrix Gain experience with detailed exercises. The practical hands-on exercises use real-world examples and are designed to give you knowledge on how to retain customers and improve relationships. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

This course is part of the Cybersecurity Fundamentals for Finance and Accounting Professionals Certificate program. You must purchase the full program to earn the certificate. Protect your data and other assets from the devastating effects of cyberattacks! The increasing frequency and variety of cyberattacks leaves individuals' and organizations' data susceptible to breaches. Preventing attacks and addressing vulnerabilities is particularly important for those in the finance industry, especially as the volume and complexity of data increase and new data privacy laws are introduced. Everyone, especially those in finance, is vulnerable to cyberattacks resulting in data breach. Educate yourself, your team, and your organization or client on types of attacks and how to prevent them. Secure your data by complying with rigorous privacy regulations. This CPE self-study course module covers various types of cyberattacks to help you acquire the necessary knowledge and gain an understanding of the importance and impact of cybersecurity risks to your organization or client. It also covers the impact of data breaches on organizations and compliance with privacy regulations. This knowledge is indispensable, especially given the increasing attacks on individuals and organizations during the COVID-19 pandemic.

This certificate program is a bundle of the Cybersecurity Advisory Services Certificate Program and the SOC for Cybersecurity Certificate Program, which can be purchased individually. Certificate Program NASBA Field of Study Level CPE Credits Authors Availability Cybersecurity Advisory Information Technology Basic 15.5 Mark Burnette, Drew Hendrickson 1 year SOC for Cybersecurity Auditing Intermediate 14.5 Tony Chapman, Anurag Sharma 1 year Free eBook with purchase!Reporting on an Entity's Cybersecurity Risk Management Program and Controls - Attestation Guide is included (an $89 value) and will automatically be added to your cart when you purchase this certificate. Created by the AICPA, this authoritative guide provides interpretive guidance to enable CPAs to examine and report on an entity's cybersecurity risk management program and controls within that program. The guide delivers a framework which has been designed to provide stakeholders with useful, credible information about the effectiveness of an entity's cybersecurity efforts.