CPE Catalog & Events

CFO Solutions to IRS Problems

ChatGPT for Accountants: 50+ Use Cases

Compilation, Preparation and Review Basics and Peer Reivews

Controls to Secure a Growing Digital Footprint

Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices

Coping With the Growth of Online Fraud

The actuation of online and other cyber frauds Fraudulent acts that are initiated electronically Automated and employee driven methods that can reduce cyber-fraud risk

Corporate Transparency Act Developments

Criminal Tax: How CPAs Bring Value to Defense Attorneys

Erase the Mark: Best Practices in Penalty Abatement

Ethics and Technology for CPAs

Exploring Internal Controls: That Could Have Prevented Fraud

Finding Errors in Excel Spreadsheets

Fraud & Embezzlement; Case Studies from the Trenches

How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. illustrations of the issues companies should look for in preventing fraud and embezzlement.

How AI is Automating Internal Control

How Changes in Business Methods Affects Internal Control (Part 1)

How Changes in Business Methods Affects Internal Control (Part 2)

How Fraud Can Affect Smaller Organizations

The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses

IRS Penalties and Abatements

Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options

Implementing and Maintaining an Internal Controls (Part 1)

Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls

Implementing and Maintaining an Internal Controls (Part 2)

Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls

Internal Control Changes for Remote Workers

The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.