Tag-Archive for CPA Development Courses

CPA Continuing Education Class: Everything You Need to Know About Trusts

An overview of trust laws and a review of general concepts. Common structures and progress for reviewing more advanced trust planning issues. Extensive coverage of the use of trust protectors. Master advanced techniques related to income, gift and estate tax planning using trusts; succession planning; trust administration; special needs planning; and asset protection use of…

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CPA Continuing Education Class: Corporate Income Tax Return Fundamentals

Preparing corporate income taxes requires a shift in mindset from individual tax preparation and compliance. Learn the concepts and tools necessary to support clients or businesses. Key topics include capitalization, depreciation, carrybacks and major book to tax issues involving corporations and Form 1120 preparation. Examine practical spreadsheet approaches that allow practitioners to efficiently and effectively…

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CPA Continuing Education Class: Lease Accounting for Lessees Under ASC 842

Understanding the impact of lease accounting on lessees is broader than just the financial statements, which impacts everything from systems to forecasts to debt covenants. Learn how the changes required by ASC 842 impacts lease accounting practices through real-world examples. When: December 20th, 2021 @ 11am – 12pm Where: ASCPA Learning CenterASCPA Live Online Webcast(602) 252-4144 For…

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CPA Continuing Education Class: Sophisticated Planning for High Net Worth Clients

An aggregation of different subjects relevant to planning for high net worth clients-federal, state and international income tax planning, estate planning, estate tax planning, asset protection and offshore holdings. Review a number of contemporary planning strategies. Examine case studies. This challenging discourse will require active engagement and participation. When: December 17th, 2021 @ 9am – 4:30pm…

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CPA Continuing Education Class: Income Taxation of Trust and Estates

Subchapter J of the Internal Revenue Code governs income taxation of estates and trusts-an area of tax law with numerous special rules, regulations, and professional customs. Form 1041 is unlike any other income tax return a tax professional encounters. This program explains the unique tax rules and opportunities for the knowledgeable tax advisor to provide…

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CPA Continuing Education Class: Subtrust Funding Workshop

Given the new estate tax environment, when should a 706 be filed for a non-taxable estate-even if not required-to take advantage of QTIP and portability elections? The balance between income tax and estate tax issues. The determination will play a pivotal role in the sub-trust funding. Dive into subtrust funding on the death of the…

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CPA Continuing Education Class: AICPA’s Annual Federal Tax Update

Save time and keep current on the latest tax developments! This comprehensive course covers all legislative, judicial and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals (including those regarding income, deductions and losses,…

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CPA Continuing Education Class: Compilations and Reviews Risks, Procedures, and Fraud

Improve your proficiency in reducing the risk of material misstatements-whether caused by fraud or error. Deepen your understanding of the AICPA’s professional standards for compilations and reviews. Review questions and case studies that probe the practical meaning of professional standards. Attendees will address the professional judgments and practical considerations related to minimizing misstatements, legal exposure,…

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CPA Continuing Education Class: Time Management for CPAs

Develop a framework of “effective” time management. Identify the three-time factors: time wasters or stealers, time savers and time management techniques. Highlight concepts that distinguish the relationship between time management and behavioral science versus traditional time management tools or gimmicks. Finally, explore the need to manage oneself to improve time management. When: September 27th, 2021 @…

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CPA Continuing Education Class: Internal Controls in the Next Five Years

Never before in the lifetimes of business professionals have we seen the rapid, unexpected, and complex change that is currently occurring. Moreover, most experts believe that the upheaval will continue for years to come. Employee health and well-being, the rollercoaster economy, issues related to social unrest, and an array of other factors are making and…

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