New!
BISK CPEASY
2014 FALL CATALOG
1. Checkpoint Learning
and Bisk CPEasy
Introduce the New
Tax Research
Certificate Program
pages 4 – 7
2. Virtual Conferences:
• International Taxation
• Audit Productivity
pages 34 – 35
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Publisher’s Notes
DIRECTORY 2014
HOT TOPIC: TAX RESEARCH
5 Ways to Be a Better Tax Researcher...................................4 – 5
Tax Research Certificate Program..........................................6 – 7
BISK CPEASY
Total Learning Solutions...............................................................8
Ordering Information..................................................................46
Friends and Associates Discount............................................... 47
ONLINE COURSES
OnDemand Subscription......................................................9 – 10
Taxation.................................................................................11 – 14
Accounting and Auditing.....................................................15 – 21
Ethics...................................................................................22 – 27
Consulting Services, Management
and Specialized Knowledge ............................................. 28 – 33
WEB-BASED LIVE EVENTS
Virtual Conferences............................................................ 34 – 35
Webinar Subscription.................................................................36
Webinar Calendar....................................................................... 37
Oil and Gas Webinar Series........................................................38
We’re excited to introduce new and classic learning
solutions in this catalog to help you fulfill your
continuing professional education needs for 2014.
Here at Bisk CPEasy, now part of Thomson Reuters,
we’ve expanded our webinar offerings, added new
titles and simplified our subscription offerings. The
CPEasy OnDemand subscriptions are an ideal way
to both meet your CPE requirements and keep upto-date with annual and specialized information.
One thing that sets Bisk CPEasy apart is the timely
expert insights available via the CPE News Reports
and weekly podcasts — both available as part of the
Platinum OnDemand subscription. Combined with a
robust webinar and online course library, you’ll stay
up to date on all regulatory and industry changes.
CPEasy also offers the leading firm-wide training
solution in the industry. Our CPE Network “Lunch
and Learn” product provides very affordable
accredited group-study videos with timely news and
in-depth analysis, plus weekly tax podcast updates,
making it easy to keep your team current and on
the same page with a unified training program. This
monthly subscription product is simply the best on
the market.
NEWS
Please browse the pages ahead, and give us a call to
discuss the right training fit for your needs today.
CPEasy Monthly News Reports..................................................39
Sincerely,
FIRM-WIDE SOLUTIONS
CPE Network.......................................................................40 – 41
CPA REVIEW
Bisk CPA Review................................................................. 42 – 43
Kenneth Koskay
Senior Vice President
Learning Solutions
MORE LEARNING SOLUTIONS
AuditWatch..................................................................................44
Gear Up........................................................................................45
2
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What’s New
It’s Easy to
Order Online
What’s New...
TAX RESEARCH CERTIFICATE PROGRAM
Checkpoint Learning and Bisk CPEasy introduce
a new program. For the first time, we’re offering a
certificate granting program — a new way to ensure
high-quality and consistent tax research skills!
ONE-STOP SHOP TO
SUBSCRIBE AND SAVE
For more information, see page 6 – 7.
MORE WEBINARS
CPEasy has increased our number of webinar events
and series, enabling you to stay up-to-date on the latest
developments while earning live CPE credit. Topics
covered include taxation, accounting, auditing, financial
planning, governmental accounting/auditing and
financial management.
For more information, see pages 36 – 37.
ONDEMAND SUBSCRIPTION CHANGES
Introducing new pricing and additions to the popular
CPEasy OnDemand subscriptions!
For more information, see pages 9, 10 and 47.
NEW ONLINE CPE COURSE TITLES
We offer individual courses covering everything from the
most pressing tax and accounting questions to auditing
and ethics. Look for the “New” flag next to the course
titles throughout the catalog.
For more information, see pages 11 – 33.
Catalog publication October 2014. CPE accreditation information,
including NASBA, QAS, IRS, (EA and RTRP) and CFP, can be found
in detail at CPEasy.com/2014F.
Visit CPEasy.com to shop for online
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3
Hot Topic: Tax Research
UNLOCKING THE LIMITS
OF THE KEYWORD:
5 WAYS TO BE A
BETTER TAX RESEARCHER
Pressure on professional fees, increased complexity in tax laws and business operations,
and information overload all add significant difficulty to providing tax planning and tax
compliance advice today. Fortunately, examining the evolution of the typical tax research
process from the days of print to the intelligent digital platforms now available provides
useful insights into effective modern tax research strategies.
THE KEY CHALLENGES OF TAX RESEARCH TODAY
Tax law is too complex for even the most seasoned
tax practitioner to know everything. Today’s
businesses often operate in multiple states and
countries and face varied tax issues. Further, tax
laws change more frequently than ever, often with
provisions expiring on short notice. Answering
most tax questions correctly requires at least some
research and a thorough understanding of the facts.
FIVE WAYS TO BE A BETTER TAX RESEARCHER
Current technologies allow more efficient and
accurate research than ever before, even in today’s
complex global tax environment. Following these five
key recommendations will enhance the tax research
results of both novice and expert.
4
1. Get the Lay of the Land
For more thorough research engagements, looking first
for an overview makes the rest of the research process
more efficient. Understanding the larger context in which
more narrow issues arise reduces the chance of going on
a tangent or missing important pieces.
The way the information is organized in the tax research
platform can make a big difference in being able to
understand the basics quickly. Graphically presented
information sources such as decision trees, charts and
outlines of key issues are efficient tools. Tables of contents
in editorial materials can also be indispensible, because
they spot the issues for you, making them a fast way to
get up to speed.
BC024 | CPEasy.com/2014F | 855.300.9391
2. Consult the Experts
Beginning the research process by consulting expert
editorial sources is the most efficient and thorough
way to identify all tax issues presented by a client’s
transaction or event. The best authoritative editorial
content helps draw connections between different code
sections to help the adviser consider how tax rules might
apply to complicated questions and to highlight areas
where further research is needed. Targeted research
placed into context by reviewing expert secondary
sources yields accurate answers quickly, preventing time
wasted on tangents.
3. Stay Persistent
Using a citator or doing a keyword search to find sources
that have cited those leading cases and rulings is one
way to find additional primary sources with more similar
facts to the case at hand. Unfortunately, it’s often time
consuming to scan through a long list of search results.
Intelligent semantic search engines offer improvement
in this regard as they automatically search related terms,
including terms other users may have used in similar
searches.
One can enhance this type of keyword search by also
including key relevant factual terms.
5. See the Big Picture
To feel confident in the tax advice being offered,
consider the weaknesses and counterarguments in
preliminary conclusions, and try to address them. Clients
often consult tax experts to help answer their most
complicated questions. Finding “the answer” right away
should make a savvy researcher suspicious.
When performing tax research, junior tax staff may quit
too early, thinking they have found the answer after
reading one or two sources yet failing to consider the full
complexity of the issue.
Continuing the research process to find and review other
sources may help resolve these uncertainties to lead to
more solid conclusions. And if ambiguities remain after
considering multiple sources, the taxpayer should know
that the position is a riskier one.
4. Focus on the Facts
Tax conclusions are heavily dependent on the facts.
Editorial materials often cite the leading case or ruling
standing for a proposition, and this is often a great
starting point. The Internal Revenue Code offers code
sections full of rules. The challenge lies in understanding
how those rules apply in different contexts.
Jennifer Kowal, tax professor and the director of the
graduate tax program at Loyola Law School in Los
Angeles, is a recognized expert on tax research. Prior
to teaching at Loyola, she taught in the International
Tax Program at Harvard Law School and practiced
law with the firms of Irell & Manella in Los Angeles
and Ropes & Gray in Boston. She holds a BS in
accounting with distinction from the University of
Kansas and a JD from UCLA School of Law, where
she was a member of the Order of the Coif.
Today, many businesses operate in multiple states and
countries. While it’s not possible to be an expert on
everything, to provide thorough tax advice it’s helpful
to have a broad understanding of major tax issues in
as many areas as possible. Tax practitioners appreciate
research materials that add value in this regard. As
noted in tip #1 above, authoritative editorial sources can
be a great tool for avoiding traps for the unwary outside
one’s primary area of expertise, particularly if the sources
alert the user to important related research issues.
CONCLUSION
Increased complexity in business operations and tax
law, information overload and expectations for fast yet
accurate answers all make performing tax research
difficult in today’s environment. Even in the digital age,
thorough and efficient tax research requires a “back to
basics” approach to first gain context and define issues,
then to find the most relevant primary sources and apply
them to the facts and finally to check results for accuracy.
Using an intelligent tax research platform designed to
encourage these key skills makes the process easier for
all researchers, from novice to expert.
Checkpoint Catalyst™, recently released by Thomson
Reuters, addresses many of the emerging digital
research needs for context, visualization of complex
topics, cohesive organization and incorporated
authorities. Checkpoint Catalyst provides practitioners
with a landscape overview of complex business tax topics
and draws necessary connections between them.
To download the complete “Unlocking the Limits of the
Keyword: 5 Ways to be a Better Tax Researcher” white paper,
please visit tax.thomsonreuters.com/5Ways.
BC024 | CPEasy.com/2014F | 855.300.9391
5
Hot Topic: Tax Research
BUILD A SOLID FOUNDATION FOR YOUR TAX RESEARCH
You know it’s vital that your staff is competent in
tax research. When your team doesn’t understand
the research process, it can cost time, money and
client confidence. We have designed the Checkpoint
Learning Tax Research Certificate Program™ to fill
the gaps left by formal education programs and to
equip your staff to expertly conduct federal and state
tax research. This program, powered by our CPEasy
platform, includes online learning and a tailored
case study, plus interaction and feedback with an
instructor throughout the program. Gain a higher
level of confidence with your junior staff members’
tax research work. With the Checkpoint Learning
Tax Research Certificate Program, you’re on solid
ground.
cl.thomsonreuters.com/GetCertificate
6
Nominal renewal fee will apply
TAX RESEARCH
CERTIFICATE PROGRAM™
$599 per user
CHECKPOINT LEARNING®
BC024 | CPEasy.com/2014F | 855.300.9391
The Tax Research Certificate Program helps candidates develop
foundational tax research knowledge while earning up to 22 hours
of Continuing Professional Education credit.
This program was developed to fill in the gaps
for entry-level tax professionals and those reentering the workforce after an extended leave. Tax
research proficiency is all too often left out of formal
education programs, leaving new accountants
missing key skills required to perform effectively.
From dependence on unreliable internet sources to
lack of clarity on the import (and order) of law, case
law, commentary and treatises, many tax leaders
find their staff unprepared to perform real-world tax
research.
Delivered through our powerful CPEasy platform,
this blended-learning format includes live instructorled webinars, an online self-study course and a
written tax research case study that will equip
professionals with what they need to effectively
perform federal and state tax research.
Candidates who successfully complete the course
work and final exam will earn a Tax Research
Competency Certificate that can be renewed
annually by completing eight hours of specially
identified CPE credit.
The certificate gained will reflect a thorough
and transferable foundation in tax research. The
course includes examples from Thomson Reuters
Checkpoint®, the profession’s leading source for
intelligent tax and accounting information.
WHO
BENEFITS:
Firm and corporate executives who
hire and manage tax staff members.
This certificate program provides
consistent, quality direction to ensure
new tax professionals are capable of
effective and efficient tax research.
Individual tax professionals.
Adding a tax research certificate from
Thomson Reuters to your resume
and LinkedIn account will enhance
your demonstrated skillset and
professional profile.
New graduates.
The Tax Research Certificate
program is a great bridge from your
accounting degree to passing the
CPA exam. While you are working
and preparing for the exam, you can
address this practical knowledge area
and enhance your hireability as a staff
accountant.
CHECKPOINT LEARNING
CERTIFICATE PROGRAM:
A NEW LEVEL OF ASSURANCE
IN PRACTICAL SKILLS TRAINING
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7
The Most Efficient Way to Learn
We have the tools you need to learn
on demand and on the go.
Whether it’s keeping up with the latest developments in a rapidly changing industry or preparing for the CPA Exam,
we provide tools that make it easier than ever to learn what you need to know whenever and wherever you want.
Bisk CPEasy Courses
We offer over 260 individual courses covering everything from the most pressing
tax and accounting questions to auditing and ethics. Online, DVD and textbook
course formats are available. Visit us online for complete CPE course information,
and see page 9 to learn about our OnDemand subscription packages.
CPE Network
In today’s climate of rapid change and looming deadlines, CPE Network makes
it easier than ever to keep pace. Monthly group-study videos deliver timely
news and in-depth analysis for better risk management, plus group-live CPE
credits. This 90-minute video news-style format subscription features in-depth
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Large group pricing available. For more information, see pages 40 – 41.
Bisk CPEasy Webinars
Now with more webinar events than ever, Bisk CPEasy Webinars help you
and your team to stay up-to-date on the very latest developments in taxation,
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Integrates with LearnLive LMS. Register online or, for more information
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Monthly News Report
Follow the developments that impact your business most from the latest
proposals and laws to emerging trends and proven best practices for public
and university accountants. Conveniently available online or on CD, these
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Details on page 39.
Bisk CPA Review
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programs pass the CPA Exam at 1.5 times the national average!*
For more details, see pages 42 – 43.
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8
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CPE the Way You Want It:
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CPEasy
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OnDemand PLATINUM subscribers enjoy the easiest way
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webinars, allow you to interact with presenters, ask questions
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Choose Your CPEasy OnDemand
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Interact With the Experts
Get your questions answered during real-time webinars and earn live CPE credit
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Taxation
TAXATION PROGRAMS
Where to Find Taxation CPE Courses
Individual Taxation CPE Courses: ................................................ 11 – 14
CPEasy OnDemand:™......................................................... 9, 10 and 47
CPE Network Tax Report:......................................................... 40 – 141
Taxation Monthly News Report: ........................................................ 39
Taxation Live CPE Webinars: ............................................................. 37
Multimedia Course Formats
Online Textbook DVD*
Audio Webinar
All credit hours are based on a 50-minute study hour (see page 46).
*Additional quizzers only available with purchase of video format.
Form 1040: A Practical Guide
Intermediate | Taxes
This program offers line-by-line instructions
on filing individual forms and schedules while
tackling key issues in individual income tax
compliance and offering practical solutions and
planning tips to assist your individual taxpayer
clients.
The Affordable Care Act:
A Practical Guide
Form 1120: A Practical Guide
••NEW!
Basic | Taxes
This program provides an introduction to the
Affordable Care Act’s various requirements,
benefits and potential penalties.
Topics include:
• Gross income
Topics include:
• Individual responsibility for health coverage
• Trade or business income and Schedule C
• Employer responsibility for health coverage
• Gains and losses from the disposition of property
• Coverage requirements
• Income from rental and pass-through entities
• Impacts on tax-favored health accounts
• Deductions from adjusted gross income and
itemized deductions
• Tax credits and exclusions, including the small
employer health insurance credit
• Net investment income tax and the additional
Medicare tax
• Refundable credits for lower-income individuals
• Tax credits
• Taxes, fees and other funding mechanisms
• Comprehensive examination of taxpayer and
return preparer penalties, including provisions to
shut down abusive tax shelters
• Form W-2 and other reporting requirements
32
16
24
16
$399
$299
$239
Topics include:
• Definition of a corporation and the impact of the
check-the-box regulations
• Various definitions of a personal service
corporation and the special rules that apply to
each
• Cost of goods sold, the valuation of inventories
and the uniform capitalization rules
• Depreciation methods, the luxury auto rules, the
IRC §179 expensing election, bonus deprecation
and amortization
• Calculation of corporate income tax and the
alternative minimum tax
• Balance sheet, Schedules M-1, M-2, M-3 and
Schedule UTP
Prereq: Overview of Federal Income Taxation
or comparable knowledge/experience
Prereq: Overview of Federal Income Taxation
or comparable knowledge/experience
CPE
CFP
CREDITS CREDITS
32
16
Intermediate | Taxes
This program provides line-by-line instructions
on filing corporate forms and schedules while
providing an in-depth guide to the preparation
of the corporate tax return.
CPE
CFP
CREDITS CREDITS
N/A
8
8
N/A
6
N/A
$179
$115
CPE
CFP
CREDITS CREDITS
28
14
21
14
$279
$229
$109
BC024 | CPEasy.com/2014F | 855.300.9391
11
Taxation
Form 1120S: A Practical Guide
Form 1065: A Practical Guide
Intermediate | Taxes
This program is an in-depth guide to the
preparation of the S corporation return. It
addresses challenging issues associated with
S corporation tax return compliance and offers
practical solutions to assist your clients.
Intermediate | Taxes
This program provides an up-to-date and
in-depth guide to the preparation of the
partnership tax return.
Topics include:
• Income items that are separately stated and
those that are not
• Cost of goods sold, valuation of inventories
and uniform capitalization rules
• Corporate-level taxes
• Balance sheet, reconciliation of income, analysis
of the accumulated adjustments account and
undistributed taxable income previously taxed
• Revocation of an S election, termination
of S corporation status and how to cure an
inadvertent termination
• Cost of goods sold, valuation of inventories and
uniform capitalization rules
• Characteristics of supporting organizations
• Balance sheet and reconciliation of income,
analysis of partners’ capital accounts and
Schedule M-3
• Consequences of partnership changes,
terminations, transfers and abandonments
CPE
CFP
CREDITS CREDITS
28
14
CPE
CFP
CREDITS CREDITS
16
8
$279
$229
12
Form 990-PF: A Practical Guide
Basic | Taxes
This program is designed to introduce those
with little or no knowledge about private
foundations to the basic tax rules relating to
private foundations and provides step-by-step
instructions for completing Form 990-PF.
Topics include:
• What is a private foundation?
• Who are disqualified persons?
• Consequences of private foundation status
CPE
CFP
CREDITS CREDITS
8
4
8
4
6
4
$145
• Unrelated business income and unrelated debtfinanced income
• Limits on deducting charitable contributions
• Fundraising activities
12
6
9
6
$199
$145
$125
Qualified Domestic Production
Deduction: A Practical Guide
Overview of Federal Income
Taxation
Basic | Taxes
This practical guide will maximize the benefits
of IRC §199 for clients and their companies. This
program provides an in-depth analysis of the tax
incentives of the IRC §199 deduction applied to a
broad range of taxpayers, a number of industries
and a variety of special situations.
Basic | Taxes
This program is a guide to tax fundamentals.
It provides a thorough description of the tax
fundamentals affecting individuals, estates and
trust, corporations, S corporations, partnerships
and preparer responsibilities.
Topics include:
• Manufacturing deduction basics
• Allocation of costs, including consideration of
imported property, re-imported property, leased
property and the safe harbor
• Application to specific industries, including
government contracts, software, film industry,
utilities, engineering, architectural and
construction
$179
$115
$179
8
• Private foundations versus public charities
CPE
CFP
CREDITS CREDITS
12
6
• Calculation of the wage limitation
• Private foundation rules, including those
relating to self-dealing, mandatory
distributions, excess business holdings,
jeopardizing investments and taxable
expenditures
Topics include:
• How to properly prepare Form 1023 in applying
for tax-exempt status
Prereq: Overview of Federal Income Taxation
or comparable knowledge/experience
14
Basic | Taxes
A guide to preparing Form 990 and associated
schedules, including Form 990-T. This program
offers guidance on how to provide current
information about the programs, governance and
support of your tax-exempt clients to the federal
government and the general public.
• Deductions available to the partnership,
including the deduction for U.S. production
activities
Prereq: Overview of Federal Income Taxation
or comparable knowledge/experience
21
12
Topics include:
• Various types of partnership income as well
as how to calculate separately stated and
nonseparately stated income
Form 990: A Practical Guide
Topics include:
• Determining the basis of property, IRC §179
expensing and bonus depreciation and calculation
of gain or loss on disposition
• Federal income tax issues relevant to individuals,
including the phase-out of personal exemptions
and itemized deductions, AMT relief, the new
net investment income tax and the additional
Medicare tax
• The creation, operation and income tax
characteristics of estates and trusts
• Application to individuals, pass-through entities
and expanded affiliated groups
• Tax structure, major tax issues relevant to S
corporations and general understanding of the
flow-through concepts
CPE
CFP
CREDITS CREDITS
8
4
CPE
CFP
CREDITS CREDITS
8
4
8
4
$115
$115
$109
BC024 | CPEasy.com/2014F | 855.300.9391
6
4
$115
$109
Taxation
Federal Estate and Gift Taxation
Basic | Taxes
This program guides CPAs in uncovering easily
overlooked estate tax and gift tax time bombs
to meet clients’ goals in family and business
planning, tax planning, asset protection and
estate planning.
Topics include:
• Estate and gift tax fundamentals, terms and
concepts
• American Taxpayer Relief Act of 2012
• State decoupling
Introduction to International
Taxation
Corporate Organization
and Operations
Basic | Taxes
Gain a general understanding of the complexities
of international taxation. Learn the importance
of everything from income-sourcing rules in
international tax planning and compliance work to
the rules governing the foreign tax credit.
Intermediate | Taxes
This program is a guide to recent developments
affecting the advantages and disadvantages of
the corporate form of doing business.
Topics include:
• Taxation of U.S. citizens, resident aliens, domestic
corporations and expatriates
• Controlled foreign corporations and the impact of
subpart F
• Credit Shelter Trusts and how to use in
conjunction with state decoupling
• IRC §482 and transfer pricing
• Rules governing the foreign tax credit
• Estate tax exemption portability
• U.S. income tax withholding on certain types of
income paid to foreign persons
16
N/A
12
N/A
$249
$179
$145
Corporate Reorganizations,
Divisions and Liquidations
Intermediate | Taxes
This program is a guide to understanding
corporate mergers and acquisitions and the U.S.
corporate tax system. It addresses the various
types of corporate reorganizations and divisions
and explains the complexities related to the U.S.
corporate tax system.
Topics include:
• Types of reorganizations, operative provisions
and judicial doctrines
• Corporate divisions
• Corporate liquidations
• Reporting and disclosure requirements for
corporate reorganizations and liquidations
• How to determine the basis of the assets and
how gain is recognized
• Accounting periods and methods
• Alternative minimum tax
• Measures designed to prevent tax avoidance
• Corporate redemption transactions
• Tax treaties
Prereq: Overview of Federal Income Taxation
or comparable knowledge/experience
CPE
CFP
CREDITS CREDITS
8
N/A
CPE
CFP
CREDITS CREDITS
12
N/A
8
N/A
6
N/A
$179
$145
$115
$109
Practical Asset Protection
Strategies for Older Clients
and Their Families
Basic | Taxes
This practical guide has been revised and
expanded to provide critical information regarding
various asset protection strategies that will
substantially benefit your clients. This program
offers a detailed examination of how individuals
and their families can protect assets from a variety
of factors such as lawsuits, divorce, illness, death,
business failure or even a change in tax policy or
other government action.
Topics include:
• Legislative background, including the Bankruptcy
Abuse Prevention and Consumer Protection
Act of 2005, and the Tax Relief, Unemployment
Insurance Reauthorization and Job Creation Act of
2010 and the Affordable Care Act
• Tax issues pertaining to the liquidation of a
corporation and the shareholders
• Social Security benefits and planning
• Tax return disclosure and record retention
requirements
• Veterans’ benefits, including TRICARE
Prereq: Overview of Federal Income Taxation
or comparable knowledge/experience
• Contributions to capital
• Dividends and other nonliquidating distributions
• Generation-Skipping Transfer (GST) Tax issues
CPE
CFP
CREDITS CREDITS
16
N/A
Topics include:
• Overview of corporate taxation and corporate
formation
Servicing Your Closely Held
Business Clients
Basic | Taxes
Take your clients from business start-up to
mid-stage operation through disposition. This
program focuses on helping clients make
informed decisions about their business.
Topics include:
• Form of business entity
• Getting started in business
• Compensation, fringe benefits and
retirement plans
• Estate planning for closely held
business owners
• Solving various operation problems
• Selling a closely held business
• Medicare and Medicaid eligibility
• The use of joint ownership to protect assets
• Various trusts available for asset protection
• Estate planning methods to appropriately transfer
assets
• Medical planning and substitute decision makers
CPE
CFP
CREDITS CREDITS
12
N/A
$145
CPE
CFP
CREDITS CREDITS
8
4
$115
BC024 | CPEasy.com/2014F | 855.300.9391
CPE
CFP
CREDITS CREDITS
6
N/A
$109
13
Taxation
Executive Compensation
Mastering IRC §401(k) Plans
Basic | Taxes
This program provides an overview of methods
of compensating employees on a tax-free or
tax-deferred basis and sets forth examples and
descriptions of the various types of plans.
Basic | Taxes
This program provides an overview of one of the
most popular retirement savings vehicles in the
U.S. and how it allows owners and employees to
provide for their retirement needs.
Topics include:
• Nonqualified deferred compensation,
including discussion of IRC §409A
Topics include:
• Cash or deferred arrangements under
IRC §401(k) and (m)
• Timing and amount of income to be recognized
• Coverage and nondiscrimination requirements
• Determination of the value of SARs
• Correcting excess aggregate contributions
• Different types of qualified plans, eligibility
and participation requirements and basic
vesting rules
• Phantom stock plans
• Top-heavy rules
• Benefit and contribution limitations
• Determination of performance units and
performance share awards
• Roth 401(k) contributions
• Top-heavy plan rules
• Performance cash plans
• How to define a highly compensated employee
• Spouse protection and annuity rules
• Restrictions on distributions of elective
contributions
• Age-weighted/comparability plans
• Tax consequences to the employee and the
employer of making elective deferrals
• Employer’s deduction and employee’s income tax
• Deductibility of golden parachute payments
Understanding Pension
and Profit-Sharing Plans
Basic | Taxes
This program provides a basic guide to various
types of qualified plans.
Topics include:
• Administration and design of pension and
profit-sharing plans
• Benefits of adopting a plan with an IRC
§401(k) feature
• Aggregation rules
• Forfeitures and their allocation
• Calculation of compensation for purposes of the
limitation on annual contributions
• Joint and survivor annuity requirements
• Coverage and nondiscrimination requirements
CPE
CFP
CREDITS CREDITS
6
N/A
$109
6
3
4
3
$159
$109
$79
Introduction to Partnerships
and LLCs
Tax Considerations for
Not-for-Profit Organizations
Intermediate | Taxes
This introductory course provides a discussion of
a broad range of topics affecting the taxation of
partnerships and limited liability companies. The
tax issues affecting the partnership have become
particularly crucial since partnerships and LLCs
have become increasingly popular vehicles to
structure investments and transactions.
Basic | Taxes
This program provides valuable guidance to
practitioners who wish to incorporate tax-exempt
organizations into their practice.
Topics include:
• Legal and tax definition issues associated with
partnerships and limited liability companies
• The check-the-box rules regarding the tax
classification of entities
• Tax issues for the partner in making investments
in partnerships/LLCs
• Tax reporting issues for partners and partnerships
(Form 1065/Schedule K-1)
• Substantial economic effect with regards to
special allocations
• Partnership distributions impacting the
partnership and the partners
• Essential issues for partnership operations
and reporting
Prereq: Overview of Federal Income Taxation or
comparable knowledge/experience
CPE
CFP
CREDITS CREDITS
8
3
14
• Methods for correcting excess contributions
CPE
CFP
CREDITS CREDITS
6
3
Topics include:
• Organizational and operational requirements for
recognition of federal tax-exempt status
• Organizational and operational requirements to
maintain federal tax-exempt status
• Private foundations and nonprivate classifications
of IRC §501(c)(3) organizations
• Compliance rules with respect to charitable
contributions
• IRS Forms 1024, 1023, 990, 990-PF and 990-T
• IRS guidance projects and issues regarding
intermediate sanctions and tax-exempt
organizations engaged in joint ventures
• Exempt purpose income versus unrelated
business income
• Restrictions on political and lobbying activities
CPE
CFP
CREDITS CREDITS
8
N/A
$115
$115
BC024 | CPEasy.com/2014F | 855.300.9391
CPE
CFP
CREDITS CREDITS
12
6
$145
ACCOUNTING &
AUDITING PROGRAMS
Where to Find A & A CPE Courses
Individual Accounting and Auditing CPE Courses: ..................... 15 – 21
CPEasy OnDemand™ Subscription Packages: ................... 9, 10 and 47
CPE Network Accounting and Auditing Report: ....................... 40 – 41
CPE Network Governmental and Nonprofit Accounting Report: 40 – 41
Accounting & Auditing Monthly News Report: ................................. 39
Accounting & Auditing and Governmental Accounting
& Auditing Live CPE Webinars: ......................................................... 37
Multimedia Course Formats
Online Textbook DVD*
Audio Webinar
All credit hours are based on a 50-minute study hour (see page 46).
*Additional quizzers only available with purchase of video format.
An Overview of the Impact of
IFRS Convergence on Private
Entities
Basic | Accounting
This course covers the evolution of U.S.
GAAP’s convergence with International
Financial Reporting Standards (IFRS).
The widespread hope is that the use of a
single, high-quality set of global accounting
standards will eventually empower investors
and other financial statement users to make
better-informed decisions by enabling them
to more easily compare financial results
worldwide. This program will discuss the
transition to International Financial Reporting
Standards (IFRS) for Small- and Mediumsized Entities (SMEs). Even nonissuers will be
impacted with the increased acceptance of
IFRS for Small- and Medium-Sized Entities.
CPE
CFP
CREDITS CREDITS
6
N/A
6
N/A
Accounting for Income Taxes
Basic | Accounting
This program addresses guidance in accounting
for income taxes and provides an understanding
of basic principles of tax assets and tax liabilities.
It covers the methodology behind accounting
for income taxes, the cause of tax and financial
reporting differences, deferred tax assets and
liabilities, valuation accounts and when they
should be used, tax planning strategies, tax
laws and rates, accounting for uncertainty in
income taxes, presentation and disclosure items
and other special topics including completing a
Schedule M-3 and Schedule UTP.
CPE
CFP
CREDITS CREDITS
6
N/A
$109
$109
Accounting for Business
Combinations
Basic | Accounting
This program addresses the background and
current authoritative guidance dealing with
business combinations. It reviews FASB ASC 805,
identifies the parties to a business combination,
explains the acquisition method of accounting,
discusses the recognition and measurement of
assets acquired and liabilities assumed from a
business combination, defines and describes
handling any noncontrolling interest, deals
with the transferring of consideration in a
business combination, reviews testing goodwill
for impairment and discusses appropriate
presentation and disclosure for a business
combination.
CPE
CFP
CREDITS CREDITS
6
N/A
6
$109
BC024 | CPEasy.com/2014F | 855.300.9391
N/A
$109
$109
15
Accounting & Auditing
Accounting for Stock-Based
Compensation
Forensic Accounting
Advanced Forensic Accounting
Basic | Accounting
This program addresses the background and
current authoritative guidance dealing with stockbased compensation. It reviews the framework
and concepts of share-based payments, covers
the scope and basic principles of ASC Topic 718,
examines share-based payment arrangements,
explains the different classifications of awards,
discusses accounting for equity award grants to
employees, describes special rules for nonpublic
companies, reviews the fair value measurement
objective and application, explains the option
pricing models and examines accounting for
transactions with nonemployees.
Basic | Accounting
Certain high-profile fraudulent cases have
heightened the public’s awareness of fraud.
Everyone involved in a company — from top
management, audit committees and the board
of directors, the internal and external audit
teams — has been put on notice that the public
demands increased accountability and vigilance
in corporate governance. In this program, we
will focus on the basic elements of forensic
accounting. The program will define forensic
accounting and how it differs from traditional
accounting. Through real cases, it will illustrate
how fraud can occur undetected for a period
of time, as well as identify key elements in
prevention, detection and deterrence of fraud.
Advanced | Accounting
Fraud, by its very nature, is intended to be hidden.
Fraud can masquerade as a labyrinth of complex
entries or concepts, very easily meeting its
target to deceive. Fraud is not complicated, yet
it employs a pervasive role in today’s corporate
environment. Individuals and organizations can
no longer afford to ignore fraud. The decision
to disregard the existence or impact of fraud
becomes a fraudster’s opportunity. It is rare that
an organization or individual can escape fraud.
This program provides a more in-depth look into
forensic accounting and its use in preventing
fraud schemes.
CPE
CFP
CREDITS CREDITS
8
N/A
CPE
CFP
CREDITS CREDITS
4
N/A
CPE
CFP
CREDITS CREDITS
8
N/A
8
N/A
6
N/A
$179
$115
4
$69
$109
8
N/A
6
N/A
$179
$115
$109
Application of COSO for Smaller
Companies
Bisk GAAP Guide: The Balance
Sheet
Bisk GAAP Guide: Income
Statement and Financial Analysis
Basic | Accounting
Get proven techniques for building effective and
reliable internal control systems in smaller and
larger companies.
Basic | Accounting
This program devotes separate chapters to
major balance sheet classifications. It discusses
basic accounting environmental assumptions
and principles, provides an understanding of
financial accounting concepts and standards,
describes the definitions and valuations of
cash and receivables, examines methods to
determine the value of inventory, explains the
different ways of acquiring and depreciating
fixed assets, discusses accounting for bonds
and different types of liabilities, describes
differences in types of pensions and leases
and provides a familiarity with categories and
aspects of owner’s equity. Material conforms to
the FASB Accounting Standards Codification as
of March 1, 2014.
Basic | Accounting
This program examines the major components
of an income statement: income from continuing
operations, discontinued segments and
extraordinary items. It discusses comprehensive
income, covers some other reporting
considerations, highlights the requirements
for interim financial reporting and reviews the
definition of required disclosures for an entity’s
operating segments. The program also explains
accounting for income taxes, including calculations
of deferred tax liabilities and deferred tax assets.
Finally, the program provides a discussion of
financial ratios commonly used in analyzing an
entity’s financial statements. Material conforms to
the FASB Accounting Standards Codification as of
March 1, 2014.
CPE
CFP
CREDITS CREDITS
14
N/A
CPE
CFP
CREDITS CREDITS
10
N/A
Topics include:
• Principles of the COSO framework
• Internal control over financial reporting
• Techniques and methodologies to implement
effective internal control systems and processes.
The program provides guidance on applying the
COSO framework in cost-effective ways, insight
to the evaluation and work tools necessary
to assess and document internal control
and knowledge of process mapping, process
narratives and the use of matrices to document
and assess internal control.
CPE
CFP
CREDITS CREDITS
4
N/A
4
16
$69
N/A
Prereq: Forensic Accounting or comparable
knowledge/experience
N/A
$69
$69
14
N/A
12
N/A
$229
$159
$145
BC024 | CPEasy.com/2014F | 855.300.9391
10
N/A
8
N/A
$189
$135
$115
Accounting & Auditing
Bisk GAAP Guide: Advanced
Topics
Bisk GAAP Guide: Complete
(Package)
SOX 404: Emerging Trends
and Best Practices
Basic | Accounting
This program addresses the effects of
changing prices and a review of guidelines
for measuring and presenting voluntary
supplementary information in this area. It
examines the preparation of one of the basic
financial statements, the statement of cash
flows and covers the three major types of
cash flow activities: operating, investing
and financing. The program also discusses
accounting requirements for entities with
foreign operations, describes all life stages
of a partnership and appropriate partnership
accounting and explains the cost and equity
methods of recording investments in equities.
Finally, the program provides an explanation
and illustration of procedures required to
prepare consolidated financial statements.
Material conforms to the FASB Accounting
Standards Codification as of March 1, 2014.
Basic | Accounting
Buy all three Bisk GAAP Guide courses and SAVE!
Basic | Accounting
Understand emerging trends and results
of Sarbanes-Oxley implantation. Gain an
enhanced understanding of SOX for positive
impact and experience.
CPE
CFP
CREDITS CREDITS
10
N/A
CPE
CFP
CREDITS CREDITS
34
N/A
CPE
CFP
CREDITS CREDITS
2
N/A
10
N/A
8
N/A
$189
$135
$115
Sarbanes-Oxley: Benefiting
From Compliance
Basic | Accounting
This program reviews the primary sections
of the Sarbanes-Oxley Act of 2002 and the
framework of internal control provided by COSO.
It reviews self-assessment of internal control, the
relevance of the COSO Integrated Framework
and importance of ongoing compliance,
documentation and communication. It also
considers reporting requirements for the financial
and reporting process.
34
N/A
28
N/A
$409
$279
SEC Reporting
Intermediate | Accounting
This course covers the basics of periodic
reports filed with the Securities and Exchange
Commission.
Topics include:
• Forms 10-K and 10-Q
• Proxy reports
• Current reports on Form 8-K
• Requirements of management’s discussion
and analysis.
The program looks at Staff Accounting Bulletins,
recent activities of the Public Company Accounting
Oversight Board, applicable SEC comment letters
and the impact of the Dodd-Frank Wall Street
Reform and Consumer Protection Act.
Prereq: Bisk GAAP Guide: Complete or
comparable knowledge/experience
CPE
CFP
CREDITS CREDITS
6
N/A
6
N/A
CPE
CFP
CREDITS CREDITS
8
N/A
$109
$109
8
N/A
6
N/A
$39
$319
$179
$115
Preparing and Reporting on
Personal Financial Statements
Basic | Accounting
Personal financial statements may be prepared
for individuals to formally organize and plan
their financial affairs in general or they may be
prepared for a specific purpose such as obtaining
credit, income tax or retirement planning or for
gift and estate planning purposes. Preparing
and Reporting on Personal Financial Statements
reviews the nature of personal financial statements
and the key issues involved in preparing them.
This program highlights the special considerations
and concerns associated with personal financial
statements including reporting and disclosure
requirements, determining estimated current
values and using other comprehensive bases of
accounting.
CPE
CFP
CREDITS CREDITS
6
N/A
6
N/A
$109
$109
$109
BC024 | CPEasy.com/2014F | 855.300.9391
17
Accounting & Auditing
Accounting Update
Auditing Update
Basic | Accounting
From recent guidance on the liquidation basis
of accounting to the new definition of a public
business entity being used by standard setters,
this program provides a review of the significant
activities in the accounting world over the past
year. It covers the changes and clarifications to
authoritative and non-authoritative literature
that impact the practice of accounting. It covers
through ASU 2013-12.
Basic | Auditing
This program focuses on the significant activities
in the auditing world over the past year. It covers
the changes and clarifications to authoritative
and non-authoritative literature that impact
the practice of auditing. It covers through SAS
127 and SSARS 20. The recodification of the
SASs, SSARS 19 and its impact, the changes in
using other auditors and recent changes to the
engagement partner’s responsibilities under the
quality control standards are all discussed.
Fraud 101: A Basic Guide
for Auditors
Basic | Auditing
This program provides a look at the basic
elements of fraud. It identifies a number of
different fraud schemes and discusses the
auditor’s responsibility concerning fraud in a
financial statement audit.
Topics include:
• Basic types of cash misappropriation schemes
• Risks of fraud and implementation of the
processes, procedures and controls needed to
mitigate such risks
• The auditor’s responsibility concerning fraud in a
financial statement audit
• Types of fraud committed against small
businesses by those outside the organization
• Relevance and importance of §404 of the
Sarbanes-Oxley Act
CPE
CFP
CREDITS CREDITS
6
N/A
6
N/A
4
N/A
$159
$109
$79
CPE
CFP
CREDITS CREDITS
16
N/A
16
N/A
14
N/A
$249
$179
$159
16
N/A
12
N/A
$249
$179
$145
Advanced Fraud Techniques
How to Audit Your Auditor
Bisk GAAS Guide
Advanced | Auditing
As financial transactions become more complex,
methods of perpetrating fraud become more
complex. This program explores a variety
of techniques for preventing, detecting and
investigating fraudulent behavior. It identifies the
characteristics of fraud and proactive approaches
to detecting fraud. It looks at the various methods
of fraud investigation and inquiry methods.
Intermediate | Auditing
This program is a practical guide for better
understanding and monitoring financial
statement audits written from the unique
perspective of the audited entity. It is important
for management, the board and those
responsible for corporate governance to have
expectations of the auditor. This program
discusses evaluation tools for self-assessment
of the company financial statements as well
as checklists for self-assessment of the entity
financial statements and ways to have a more
efficient audit resulting in lower audit fees.
Basic | Auditing
Planning an audit is one of the key requirements of
GAAS. Part of effective planning is knowing who
the personnel assigned to the engagement are and
their capabilities. Additionally, understanding the
client and its industry are critical to the planning
process. If a client has effective internal control,
the amount of substantive testing that needs to be
done may be substantially reduced. The Bisk GAAS
Guide provides an overview of generally accepted
auditing standards, the code of professional
conduct and standards applicable to other
professional services such as compilations/reviews,
tax and consulting work.
Prereq: Fraud 101: A Basic Guide or comparable
knowledge/experience
Prereq: Bisk GAAP Guide: Complete and
Bisk GAAS Guide or comparable knowledge/
experience
CPE
CFP
CREDITS CREDITS
8
N/A
18
CPE
CFP
CREDITS CREDITS
16
N/A
8
N/A
6
N/A
$179
$115
$109
CPE
CFP
CREDITS CREDITS
8
N/A
8
N/A
6
N/A
$179
$115
$109
BC024 | CPEasy.com/2014F | 855.300.9391
CPE
CFP
CREDITS CREDITS
16
N/A
$179
Accounting & Auditing
Compilation and Review Guide
Monitoring Internal Control
Basic | Auditing
This program provides accountants with guidance
on compilation and review engagements.
Although there are fewer authoritative standards
for these engagements, they far outnumber
the quantity of audits performed each year. The
standards and applicable guidance to these
engagements is provided in the introductory
chapter. The performance of compilation and
review engagements is discussed and separate
chapters on reporting are included. Accounting
bases other than GAAP are considered and
compilation and review engagements on financial
statements under these bases are the topic of
another chapter. Reporting on specified elements,
pro forma financial information and personal
financial statement engagements are also
included in this program.
Basic | Auditing
Monitoring internal control is one of the key
components of the COSO internal control
framework. This program provides a better
understanding of the purpose of monitoring
internal control and how a foundation for an
effective monitoring process is built. It discusses
the interrelated components of internal
control, the risk-based approach to evaluating
the effectiveness of internal control and the
process for reporting the results of evaluation
assessments.
CPE
CFP
CREDITS CREDITS
16
N/A
CPE
CFP
CREDITS CREDITS
4
N/A
16
N/A
12
N/A
$249
$179
4
Basic | Auditing
This program addresses the important role
internal control plays in achieving fair and
accurate financial reporting that supports capital
markets and protects investors. It highlights
the laws and regulations that focus on activities
designed to meet objectives related to the
accuracy of financial reporting. The program
provides an overall description of internal control,
from definition to requirements through costs,
benefits, and limitations involving internal control.
Most importantly, the discussion covers the COSO
Framework and its background, development,
objectives, components, principles, and points of
focus.
CPE
CFP
CREDITS CREDITS
8
N/A
$69
N/A
Internal Controls: Theory
and Practice
$69
$145
8
N/A
6
N/A
$179
$115
$109
Accounting & Auditing / Governmental
Internal Control Over
Governmental Financial Reporting
Intermediate | Governmental Accounting
Internal control over financial reporting is just as
important in governmental financial reporting
as it is in commercial financial reporting. This
program provides a review of the major aspects
surrounding internal controls over financial
reporting for governmental entities. It has been
updated to reflect the latest revisions in COSO’s
Internal Control — Integrated Framework. This
program emphasizes the risks in governmental
reports, including which types of transactions
are risky and the most common problems. It
also describes the controls that affect financial
reporting and why management should monitor
controls. Finally, it covers the audit committee’s
role in financial reporting.
Prereq: Overview of Governmental Accounting
or comparable knowledge/experience
CPE
CFP
CREDITS CREDITS
8
N/A
8
N/A
6
N/A
$179
$115
$109
GASB Pension Standards Overview
Advanced | Governmental Accounting
This program outlines the basic GASB accounting
and reporting framework to communicate
accountability for state and local Public
Employees’ Retirement Systems (PERS). It
addresses two new GASB Statements on pension
numbers 67 and 68, released in June 2012. These
new standards will change how governments
calculate and report the costs and obligations
associated with pensions and substantially
improve financial accounting and reporting of
pensions by state and local governments. The
program reviews the types of pension plans used
by governments, examines how government
entities deal with termination and leaves of
absence, explains deferred compensation and
discusses other post-employment benefits
(OPEB).
Prereq: Intermediate Governmental Accounting
or comparable knowledge/experience
CPE
CFP
CREDITS CREDITS
12
N/A
12
N/A
10
N/A
$199
$145
$135
BC024 | CPEasy.com/2014F | 855.300.9391
Governmental Special Purpose
Reporting
Intermediate | Governmental Accounting
In 2012, the AICPA issued new clarified audit
standards that revised the terminology for nonGAAP reporting from Other Comprehensive
Basis of Accounting (OCBOA) to special purpose
framework. This program provides an overview
of the different special purpose framework
reporting methods as well the format and content
of external financial reporting for governments
issuing special purpose framework financial
statements. It continues with a discussion of
the governmental annual financial report as
a communication tool. The program closes by
examining some of the guidance applicable for
auditor responsibilities regarding special purpose
frameworks.
Prereq: Intermediate Governmental Accounting
or comparable knowledge/experience
CPE
CFP
CREDITS CREDITS
8
N/A
8
N/A
6
N/A
$179
$115
$109
19
Accounting & Auditing / Governmental
Governmental Financial
Reporting
Intermediate | Governmental Accounting
Governmental external financial reporting
serves two purposes. First, these reports
outline accountability for public tax dollars
and the services that are funded by these
resources. Second, external reporting also
provides governments with the opportunity
to communicate with their constituents,
highlighting the results of operations, the
government’s financial position and, most
importantly, providing a vital framework for
future decisions about programs and services.
This program outlines the basic governmental
reporting guidelines and offers suggestions for
adding value to the external communications
about the government’s financial position.
Prereq: Intermediate Governmental Accounting
or comparable knowledge/experience
Local Government Budgeting:
A Practical Approach for Fiscal
Management
State and Local Governmental
Performance Management
Intermediate | Governmental Accounting
At the local government level, budget planning
and adoption provides the primary financial
management analysis for determining which
programs and services will be delivered.
Elected officials struggle with the perennial
pledge of “no tax increases” against the public’s
increasing demands for service. This program
outlines practical issues for financial planning,
program priorities and communicating with
the constituents. It provides a general overview
of the legislative process of developing a
government budget, reviews the different
alternatives of budget planning, explains
revenue forecasting, describes expenditure
planning, emphasizes the use of the budget as
a vital communication tool and discusses the
importance of monitoring.
Intermediate | Governmental Accounting
Performance management is a comprehensive
strategy that allows entities to go beyond
process and compliance to enhancing those
efforts in achieving results that matter. This
program outlines the objectives of performance
management in the governmental sector
and describes several types of performance
management strategies. It explains the planning
component of the performance management
cycle, explores how performance management
can be integrated into governmental strategic
budget planning, discusses how a performance
management approach can be applied to the
governmental operating environment, describes
the process required to evaluate results and
to enhance efficiency and effectiveness to
further improve the outcomes associated with
governmental services and reviews major
characteristics for the measurement and
reporting components that cross-cut other
elements of the performance management cycle.
Prereq: Government Financial Reporting
or comparable knowledge/experience
••NEW!
Prereq: Overview of Governmental Accounting
or comparable knowledge/experience
CPE
CFP
CREDITS CREDITS
12
N/A
12
N/A
10
N/A
$199
$145
$135
CPE
CFP
CREDITS CREDITS
10
N/A
10
N/A
8
N/A
$189
$135
$115
Intermediate Governmental
Accounting
Overview of Governmental
Accounting
Intermediate | Governmental Accounting
This program looks at the unique challenges
for governmental accounting and addresses
the fundamental provisions of the statements
from the Governmental Accounting Standards
Board. It explains the unique characteristics of
the governmental accounting model, defines
governmental fund accounting, identifies
authoritative guidance for governmental
assets, provides guidance on accounting for
governmental liabilities and describes the
accounting for local government revenues and
expenditures. Other issues discussed in this
course include grant management, internal
controls, audit requirements and Service Efforts
and Accomplishments reporting.
Basic | Governmental Accounting
This program reviews the basic differences
between commercial and governmental
accounting and addresses why these differences
exist. It also explains the conceptual framework
followed by governmental entities, examines
the different fund categories (governmental,
proprietary and fiduciary) used by governmental
entities, outlines the methods for accounting
for the different types of funds and defines the
governmental reporting model currently being
followed. Lastly, this program emphasizes the
importance of strategic planning, budgeting,
managing for results and reporting performance
measures.
Prereq: Overview of Governmental Accounting
or comparable knowledge/experience
CPE
CFP
CREDITS CREDITS
12
N/A
20
12
N/A
10
N/A
$199
$145
$135
CPE
CFP
CREDITS CREDITS
12
N/A
12
N/A
10
N/A
$199
$145
$135
BC024 | CPEasy.com/2014F | 855.300.9391
CPE
CFP
CREDITS CREDITS
12
N/A
12
N/A
10
N/A
$199
$145
$135
Internal Control and Fraud in
Governmental and Nonprofit
Entities
Basic | Governmental Auditing
Failures in internal controls have led to financial
statement fraud, misappropriation of assets
and intentional misuse of grant funds. This
comprehensive program emphasizes internal
controls and fraud in governmental and nonprofit
entities in financial statement and compliance
audits. This program reviews internal controls and
fraud specifically as they relate to the new AICPA
codification of clarified auditing standards, the
2011 revision of Government Auditing Standards
and OMB Circular A-133 and its Compliance
Supplement. The program covers COSO’s Internal
Control — Integrated Framework and reviews
insights into fraud and internal controls from the
Association of Certified Fraud Examiners.
CPE
CFP
CREDITS CREDITS
12
N/A
12
N/A
10
N/A
$199
$145
$135
Accounting & Auditing / Governmental
Audits of State and Local
Governments
Grants Management
Basic | Governmental Auditing
This program is designed to give a synopsis
of the different governmental areas to audit
while updating practitioners on the changes in
governmental audit and reporting standards. The
program emphasizes the importance of properly
planning the governmental audit to produce
effective and useful governmental audit reports.
It covers topics such as new audit and accounting
requirements, risk assessment and general
planning procedures, the detailed audit plan,
substantive procedures, tests of internal control,
audit programs for specific audit areas, specialpurpose and state governments, concluding
audit procedures and the auditor’s report.
Basic | Governmental Auditing
This program concentrates on the administrative
accounting and reporting requirements for
grants awarded by federal government agencies,
as opposed to grants awarded by state and local
governmental entities. It specifically examines
the grant administrative requirements found
in OMB Circular A-102 and OMB Circular A-110,
discusses grant payment methods available
for most recipients of federal grants, explains
the elements and components of a basic grant
accounting system, reviews grant compliance and
internal control objectives of OMB Circular-A133
and describes the requirements and components
of an agreement between a pass-through entity
and its sub recipient.
CPE
CFP
CREDITS CREDITS
15
N/A
CPE
CFP
CREDITS CREDITS
14
N/A
15
N/A
12
N/A
$239
$169
$145
14
N/A
12
N/A
$229
$159
$145
Government Auditing Standards:
Yellow Book
Basic | Governmental Auditing
This program reviews the major aspects of and
changes in the most recent edition of government
auditing standards, also known as the Yellow
Book. It also discusses the importance of
government accountability and ethical principles
in government auditing, as well as the general,
field work and reporting standards for both
financial audits and attestation engagements
conducted in accordance with Generally Accepted
Government Auditing Standards (GAGAS). Finally,
the program provides guidance for auditors to
follow when conducting performance audits
of governmental entities in order to provide
reasonable assurance that the evidence obtained
is sufficient and appropriate to support the
auditors’ findings and conclusions.
CPE
CFP
CREDITS CREDITS
16
N/A
16
N/A
12
N/A
$249
$179
$145
Single Audits of Governmental
Entities
Advanced | Governmental Accounting
Federal government grant recipients expending
more than $500,000 in federal funds are
subject to the requirements of the Single Audit
Act. This program considers the guidance in
the most recent OMB Circular A-133 and its
related Compliance Supplement. It provides an
overview of a Single Audit, explains the planning
of a Single Audit, describes the process of
determining what constitutes a major program,
examines internal controls in a Single Audit
and reviews compliance issues of a Single
Audit. Performance and reporting guidance for
the auditor are also discussed as well as the
interplay between Yellow Book audits and grants
management.
Prereq: Internal Control and Fraud in Government
Engagements or comparable knowledge/
experience
CPE
CFP
CREDITS CREDITS
16
N/A
12
N/A
12
N/A
$249
$145
$145
BC024 | CPEasy.com/2014F | 855.300.9391
21
Ethics
ETHICS PROGRAMS
Where to Find Ethics CPE Courses
State Specific Ethics CPE Courses: ............................................ 22 – 27
General Ethics CPE Courses: ............................................................. 27
CPEasy OnDemand™ Subscription Packages:..................... 9, 10 and 47
MORE STATE COURSES COMING SOON!
Courses for additional states are being released continuously and will be added
to CPEasy OnDemand™ upon release. Keep checking our website (cpeasy.com)
or call a program representative for more information.
For details about your state’s specific requirements, call
855.300.9391 | CPEasy.com/2014F
Multimedia Course Formats
Online Textbook DVD*
Audio Webinar
All credit hours are based on a 50-minute study hour (see page 46).
*Additional quizzers only available with purchase of video format.
Ethics Standards for Alaska CPAs
Ethics Standards for Arizona CPAs
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE Ethics requirement as mandated by the
Alaska Board of Certified Public Accountants for
license renewal and reinstatement.
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE ethics requirements as mandated by the
Arizona State Board of Accountancy.
Topics include:
• Alaska Board of Certified Public Accountants
statutes, rules and regulations
22
Topics include:
• Arizona State Board of Accountancy statutes
and administrative rules
• AS 08.04 and 12 AAC 04
• AICPA Code of Professional Conduct and
other rules a CPA must follow
• AICPA Code of Professional Conduct and
other rules a CPA must follow
• Importance and relevance of an effective
code of conduct
• Importance and relevance of an effective
code of conduct
• An overview of ethical behavior and its
importance in the accounting profession
• An overview of ethical behavior and its
importance in the accounting profession and
ethical reasoning methods
• Ethical reasoning methods
CPE
CFP
CREDITS CREDITS
4
N/A
CPE
CFP
CREDITS CREDITS
4
N/A
$79
$79
BC024 | CPEasy.com/2014F | 855.300.9391
California Ethics: Making
Ethical Decisions in the Practice
of Public Accounting
Basic | Regulatory Ethics
This course is required as part of the biennial
renewal process in addition to the two-credit
course that is required once every six years.
It covers ethical behavior and reasoning
methods, ethics in business, governance
control mechanisms, the AICPA Code of
Professional Conduct and other professional
and regulatory ethics standards. The
participant will become aware of ethics issues
and ethical decision-making and gain and
understanding as to how the provisions of the
AICPA Code of Professional Conduct affects
ethical behavior.
CPE
CFP
CREDITS CREDITS
4
N/A
$79
Ethics
Regulatory Review: Ethical
Obligations of California CPAs
Ethics Standards for Colorado
CPAs
Ethics Standards for
Connecticut CPAs
Basic | Regulatory Ethics
This two-credit course is required once every
six years, in addition to the four-credit program
that must be completed as part of the biennial
renewal process. This program covers: the
California Accountancy Act and the California
Board of Accountancy Regulations as well as
enforcement actions in California.
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
two-hour CR&R requirement as well as the
professional ethics requirement as mandated by
the Colorado State Board of Public Accountancy.
It provides an overview of ethical behavior and
its importance in the accounting profession, the
Colorado State Board of Accountancy Statutes,
Rules and Regulations, the AICPA Code of
Professional Conduct and other rules a CPA
must follow, the importance and relevance of an
effective code of conduct and ethical reasoning
methods. The participant will understand how
ethics create standards of behavior, an ability
to apply ethical reasoning to resolve ethical
dilemmas in accounting and knowledge of the
AICPA Code of Professional Conduct.
Basic | Regulatory Ethics
This four-hour CPE ethics program meets
the CPE ethics requirements as mandated by
the Connecticut State Board of Accountancy.
It covers the Connecticut State Board of
Accountancy statutes and administrative rules,
the AICPA Code of Professional Conduct and
other rules a CPA must follow. It discusses the
importance and relevance of an effective code
of conduct, an overview of ethical behavior and
its importance in the accounting profession and
ethical reasoning methods.
CPE
CFP
CREDITS CREDITS
2
N/A
CPE
CFP
CREDITS CREDITS
4
N/A
CPE
CFP
CREDITS CREDITS
4
N/A
2
$39
N/A
$39
4
N/A
4
N/A
$99
$79
$79
$79
Ethics Standards for Delaware
CPAs
Ethics Standards for District of
Columbia (DC) CPAs
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE ethics requirement as mandated by the
Delaware Board of Accountancy. It covers the
Delaware Board of Accountancy statutes and
rules, the AICPA Code of Professional Conduct
and other rules a CPA must follow. It discusses
the importance and relevance of an effective
code of conduct, provides an overview of ethical
behavior and its importance in the accounting
profession and reviews ethical reasoning
methods.
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE ethics requirements as mandated by the
District of Columbia Board of Accountancy.
It covers the District of Columbia Board of
Accountancy statutes and administrative rules,
the AICPA Code of Professional Conduct and
other rules a CPA must follow. It discusses the
importance and relevance of an effective code of
conduct, provides an overview of ethical behavior
and its importance in the accounting profession
and reviews ethical reasoning methods.
Ethics in Tax Practice: Florida
Basic | Regulatory Ethics
This program teaches how the Florida Board of
Accountancy rules interact with other ethical
guidance to provide a strong ethical framework
for Florida CPAs in tax practice.
Topics include:
• Rules of the Florida Board of Accountancy
and disciplinary actions
• Treasury Department regulation of tax matters
• AICPA Statements on Standards for
Tax Services
• Tax practice issues such as return of clients’
records and contingent fees
• Sanctions and penalties the IRS can bring to
bear on noncompliant practitioners
• The meaning of “preparer” for purposes of
IRC §6694
• The preparer’s duty to maintain confidentiality
and to exercise due diligence
CPE
CFP
CREDITS CREDITS
4
N/A
4
N/A
4
N/A
$99
CPE
CFP
CREDITS CREDITS
4
N/A
$79
$79
$79
BC024 | CPEasy.com/2014F | 855.300.9391
CPE
CFP
CREDITS CREDITS
4
N/A
4
N/A
4
N/A
$99
$79
$79
23
Ethics
Ethics Standards for Idaho CPAs
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
general ethics requirements as mandated by
the Idaho State Board of Accountancy. This
course does not meet the specific state ethics
requirement for new licensees. It covers the
Idaho State Board of Accountancy statutes
and administrative rules, the AICPA Code of
Professional Conduct and other rules a CPA must
follow. It discusses the importance and relevance
of an effective code of conduct, provides an
overview of ethical behavior and its importance
in the accounting profession and reviews ethical
reasoning methods.
CPE
CFP
CREDITS CREDITS
4
N/A
24
$79
Ethics Standards for Louisiana
CPAs
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE ethics requirements as mandated by the
Louisiana State Board of Public Accountancy.
It covers the Louisiana Rules of Professional
Conduct, the AICPA Code of Professional
Conduct and other rules a CPA must follow. It
discusses the importance and relevance of an
effective code of conduct, provides an overview
of ethical behavior, the competence and
professional standards and responsibilities to
clients and their importance in the accounting
profession and reviews ethical reasoning
methods.
CPE
CFP
CREDITS CREDITS
4
N/A
$79
Ethics Standards for Maine CPAs
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the CPE
Ethics requirements as mandated by the Maine
Board of Accountancy. This program covers the
accountancy laws and rules of the State of Maine,
the Rules of Professional Conduct, the AICPA
Code of Professional Conduct and other rules a
CPA must follow. It discusses the importance and
relevance of an effective code of conduct, provides
an overview of ethical behavior and its importance
in the accounting profession and reviews ethical
reasoning methods.
CPE
CFP
CREDITS CREDITS
4
N/A
$79
Ethics Standards for Maryland
CPAs
Ethics Standards for Michigan
CPAs
Ethics Standards for
Mississippi CPAs
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE ethics requirements as mandated by the
Maryland State Board of Public Accountancy.
This program covers the Maryland State Board
of Accountancy Code of Professional Conduct,
the AICPA Code of Professional Conduct and
other rules a CPA must follow. It discusses the
importance and relevance of an effective code of
conduct, provides an overview of ethical behavior
and its importance in the accounting profession
and reviews ethical reasoning methods.
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE ethics requirements as mandated by the
Michigan State Board of Public Accountancy. It
covers ethical concepts and moral development,
ethical reasoning methods, the AICPA Code
of Professional Conduct and other rules a CPA
must follow. It discusses the importance and
relevance of an effective code of conduct and the
professional regulations in the state of Michigan.
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE ethics requirements as mandated by the
Mississippi State Board of Public Accountancy. It
covers the Mississippi State Board of Accountancy
laws and regulations, AICPA Code of Professional
Conduct and other rules a CPA must follow. It
discusses the importance and relevance of an
effective code of conduct, provides an overview
of ethical behavior and its importance in the
accounting profession and reviews ethical
reasoning methods.
CPE
CFP
CREDITS CREDITS
4
N/A
CPE
CFP
CREDITS CREDITS
4
N/A
CPE
CFP
CREDITS CREDITS
4
N/A
$79
$79
BC024 | CPEasy.com/2014F | 855.300.9391
$79
Ethics
Ethics Standards for
New Mexico CPAs
Basic | Regulatory Ethics
This four-hour CPE ethics program meets
the CPE Ethics requirements as mandated by
the New Mexico Public Accountancy Board.
This program covers the New Mexico Public
Accountancy Board rules and laws, the AICPA
Code of Professional Conduct and other rules
a CPA must follow. It discusses the importance
and relevance of an effective code of conduct,
provides an overview of ethical behavior and its
importance in the accounting profession and
reviews ethical reasoning methods.
Ethics in Tax Practice: New York
Basic | Regulatory Ethics
This program teaches how the New York state
accountancy regulations interact with other ethical
guidance to provide a strong ethical framework for
New York CPAs in tax practice.
Topics include:
• New York State accountancy regulations and
disciplinary actions
• Treasury Department regulation of tax matters
• AICPA Statements on Standards for Tax Services
• Code of Professional Conduct of the New York
State Society of CPAs
Ethics Standards for New York
CPAs
Basic | Regulatory Ethics
This program meets the New York State Board
of Accountancy’s mandatory ethics requirement
as a condition of license renewal every three
years. It covers: ethical concepts and moral
development, ethical reasoning methods,
professional regulations in the state of New
York, rules of the Board of Regents, the AICPA
Foundational Standards and other ethics rules.
It also explains the New York State Society Code
of Conduct.
• The meaning of “preparer” for purposes of
IRC §6694
• The preparer’s duty to maintain confidentiality
and to exercise due diligence
CPE
CFP
CREDITS CREDITS
4
N/A
$79
Ethics Standards for
North Carolina CPAs
Basic | Regulatory Ethics
A review of ethical standards for CPAs in North
Carolina. This two-hour CPE ethics program
meets the CPE Ethics requirement as mandated
by the North Carolina Board of Certified Public
Accountants and covers the North Carolina rules
and regulations.
Topics include:
• North Carolina Board of Certified Public
Accountants statutes, rules, and regulations
• Importance and relevance of an effective
code of conduct
CPE
CFP
CREDITS CREDITS
4
N/A
4
N/A
4
N/A
$99
$79
$79
Ethics Standards for Ohio CPAs
Basic | Regulatory Ethics
This three-hour CPE ethics program meets the
CPE ethics requirements as mandated by the
Ohio State Board of Public Accountancy. This
program provides an overview of ethical behavior
and its importance in the accounting profession,
an examination of the professional ethics statutes
that CPAs and CPA firms must adhere to under the
Ohio Revised Code, the technical and behavioral
standards for Ohio CPAs and CPA firms, the AICPA
Code of Professional Conduct and other rules a
CPA must follow. It also discusses the Statements
on Standards for Tax Services and PCAOB ethics
and independence rules.
• Overview of ethical behavior and its importance
in the accounting profession
CPE
CFP
CREDITS CREDITS
4
N/A
4
N/A
4
N/A
$99
$79
$79
Ethics Standards for Oregon
CPAs
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE ethics requirements as mandated by the
Oregon State Board of Public Accountancy.
This program covers: the Oregon State Board of
Accountancy revised statutes and administrative
rules, the Code of Professional Conduct adopted
by the board and set forth in OAR Chapter 801,
Division 030, the AICPA Code of Professional
Conduct and other rules a CPA must follow. It
discusses the importance and relevance of an
effective code of conduct, provides an overview
of ethical behavior and its importance in the
accounting profession and reviews ethical
reasoning methods.
• Ethical reasoning methods
CPE
CFP
CREDITS CREDITS
2
N/A
$39
CPE
CFP
CREDITS CREDITS
3
N/A
$69
BC024 | CPEasy.com/2014F | 855.300.9391
CPE
CFP
CREDITS CREDITS
4
N/A
$79
25
Ethics
Regulatory Review: Ethics of
Tennessee CPAs
Basic | Regulatory Ethics
This two-credit course meets the state of
Tennessee’s requirements for ethics. This course
covers: CPE and peer review requirements,
individual and firm licensure, interstate practice,
reciprocity with other jurisdictions, professional
conduct, disciplinary actions and case studies.
CPE
CFP
CREDITS CREDITS
2
N/A
$39
Ethics Standards for Virginia CPAs
Basic | Regulatory Ethics
This two-hour CPE ethics program meets the
2014 CPE ethics requirements as mandated by the
Virginia Board of Public Accountancy and includes
the Virginia-Specific Ethics Course 2014 Outline. It
covers the Virginia Board of Accountancy licensing
and CPE Changes, VBOA enforcement cases, the
AICPA Professional Ethics Executive Committee
(PEEC) Update, the AICPA Accounting and Review
Services Committee (ARSC) Update
and Virginia’s Top 10 Issues for 2014.
CPE
CFP
CREDITS CREDITS
2
N/A
26
$39
Ethics Standards for Texas CPAs
Ethics Standards for Vermont CPAs
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE ethics requirements as mandated by the
Texas State Board of Public Accountancy. It
covers ethical responsibility of an accountant
and her/his priority of duty and loyalty, moral
reasoning, the importance and relevance of
an effective code of conduct, the AICPA Code
of Professional Conduct and other rules a CPA
must follow, as well as additional Texas rules
that a Texas CPA must follow. Texas ethics
requirements for mandatory CPE requirements,
the terms “expectations gap” and “credibility
gap,” the accountant’s priority of duty and
loyalty and the meaning behind fiduciary are all
discussed.
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE ethics requirements as mandated by the
Vermont Board of Public Accountancy. It covers
the Vermont Board of Public Accountancy
statutes and rules, the AICPA Code of Professional
Conduct and other rules a CPA must follow. It
discusses the importance and relevance of an
effective code of conduct, provides an overview
of ethical behavior and its importance in the
accounting profession and reviews ethical
reasoning methods.
CPE
CFP
CREDITS CREDITS
4
N/A
CPE
CFP
CREDITS CREDITS
4
N/A
4
N/A
4
N/A
$99
$79
$79
4
N/A
4
N/A
$99
$79
$79
Ethics Standards for
Washington CPAs
Ethics Standards for
West Virginia CPAs
Basic | Regulatory Ethics
This four-hour ethics program is a review of
ethical standards for CPAs in Washington. It
meets the CPE ethics requirements as mandated
by the Washington State Board of Public
Accountancy. It covers the Washington State
Board of Accountancy rules, policies and the
rule-making process, the basis for Washington
Board discipline, the AICPA Code of Professional
Conduct and other rules a CPA must follow. It
discusses the importance and relevance of an
effective code of conduct, provides an overview
of ethical behavior and its importance in the
accounting profession, reviews ethical reasoning
methods and reviews key differences between
Washington law and the AICPA Code of Conduct.
Basic | Regulatory Ethics
This four-hour CPE ethics program meets
the CPE ethics requirements as mandated
by the West Virginia Board of Accountancy. It
covers the West Virginia Board of Accountancy
Law and Board Rules, the AICPA Code of
Professional Conduct and other rules a CPA
must follow. It discusses the importance and
relevance of an effective code of conduct,
provides an overview of ethical behavior and its
importance in the accounting profession and
reviews ethical reasoning methods.
CPE
CFP
CREDITS CREDITS
4
N/A
CPE
CFP
CREDITS CREDITS
4
N/A
4
N/A
4
N/A
$99
$79
$79
BC024 | CPEasy.com/2014F | 855.300.9391
4
N/A
4
N/A
$99
$79
$79
Ethics
Ethics Standards for Wyoming
CPAs
Basic | Regulatory Ethics
This four-hour CPE ethics program meets the
CPE ethics requirements as mandated by the
Wyoming Board of Certified Public Accountants.
It covers the Wyoming Board of Certified Public
Accountants statutes, rules and regulations,
the AICPA Code of Professional Conduct and
other rules a CPA must follow. It discusses the
importance and relevance of an effective code of
conduct, provides an overview of ethical behavior
and its importance in the accounting profession
and reviews ethical reasoning methods.
CPE
CFP
CREDITS CREDITS
4
N/A
4
N/A
4
N/A
$99
$79
$79
Ethical Obligations of CPAs
Basic | Regulatory Ethics
Meets General Ethics CPE requirements.
This program will introduce you to philosophical
reasoning methods that can help resolve
ethical conflicts in a morally appropriate way
while protecting the interests of stakeholders.
It covers the definition of, and influences on,
ethical behavior and how it is achieved using
a moral development model. It discusses the
CPA’s responsibilities to the public as described
in the AICPA Principles of Professional Conduct,
the Statements on Standards for Tax Services,
promulgated by the AICPA that establish rules in
the performance of tax services and the PCAOB
ethics and independence rules affecting the
performance of tax services and acceptance of
contingent fees.
CPE
CFP
CREDITS CREDITS
4
N/A
4
N/A
4
N/A
$99
$79
$79
BC024 | CPEasy.com/2014F | 855.300.9391
Independence Requirements
for CPAs
Basic | Regulatory Ethics
Meets General Ethics CPE requirements.
This program will explain the different
regulatory requirements, as well as
interpretations published to help auditors
understand the standards set forth
concerning auditor independence. It discusses
independence standards of the AICPA that
relate to family and business relationships
with audit clients, Interpretations 101-2, 101-3
and others concerning auditor independence,
regulatory standards issued by the SEC and
PCAOB, regulatory actions against CPA firms
for independence violations, independence
rules mandated by the Government
Accountability Office and the role and
responsibilities of the audit committee of a
public company. It provides an understanding
of the conceptual framework for independence
standards, threats and safeguards to the
auditor’s independence.
CPE
CFP
CREDITS CREDITS
8
N/A
8
N/A
6
N/A
$179
$115
$109
27
Consulting Services & Management
CONSULTING SERVICES, MANAGEMENT
& SPECIALIZED KNOWLEDGE
Where to Find Consulting, Management
and Specialized Knowledge CPE Courses
Consulting
Services,
Management
Individual Consulting, Management
and Specialized Knowledge CPE Courses: ................................ 28 – 33
CPEasy OnDemand™ Subscription Packages: ................... 9, 10 and 47
Financial Management Live CPE Webinars: ..................................... 37
&
Specialized Knowledge
Multimedia Course Formats
Online Textbook DVD*
Audio Webinar
All credit hours are based on a 50-minute study hour (see page 46).
*Additional quizzers only available with purchase of video format.
Advising and Consulting
to the Small Business
Analyzing Financial Statements
for Profit Improvement
Analyzing Today’s Business
Operations
Basic | Business Management and Organization
Increase your understanding of effective methods
for analyzing small-business client needs. This
program shows you how to be more effective
as an advisor and consultant to your clients
and how to develop such services into a billable
profit center for your firm. It considers trends
and concerns facing the small-business owner,
different services applicable to small businesses,
how to conduct a small-business engagement
and the distinctions related to servicing closely
held and/or family businesses. The program will
provide the user with a familiarity with AICPA
standards on consulting services, financial
statement analysis tools, the ability to develop
proposals and a familiarity with techniques
for conducting small-business consulting
engagements.
Basic | Management Advisory Services
Increase your knowledge in effective financial
statement presentation methods for internal
operations. This program shows you how to
analyze and interpret financial statement data to
improve operations and profitability. It discusses
the relevance of financial statement analysis and
different tools and techniques for interpreting
and analyzing financial statements. Additionally,
it identifies various financial ratios available and
how to use financial data to identify operational
problems.
Basic | Management Advisory Services
All organizations, whether in the private or
public sector, owe their success to how well the
reasons they are in business, customers’ needs
and how it uses its resources in its operations
to produce desired results are understood.
This course focuses on methods to analyze a
company’s operations to improve its operations
and performance (both operationally and
financially) in an attempt to gain a competitive
advantage. This program provides background
information and guidance relating to business
success, the general concepts behind the
customer service and cash conversion
processes, a basic review of the sales function,
the importance of cost reduction analysis and
internal control and operational reporting
considerations.
CPE
CFP
CREDITS CREDITS
8
N/A
CPE
CFP
CREDITS CREDITS
6
N/A
8
28
N/A
$115
$115
6
N/A
CPE
CFP
CREDITS CREDITS
16
N/A
$109
$109
BC024 | CPEasy.com/2014F | 855.300.9391
16
N/A
$189
$189
Consulting Services & Management
Enterprise Risk Management
Strategic Management
Basic | Management Advisory Services
This program will show you how effective
analysis of cash flow can improve business
performance. It considers specific areas of
direct cash management through cash receipts
and disbursements, techniques for efficient
investing and borrowing, cash flow planning
and related concepts and cash flow analysis
techniques. It provides an understanding
of the purpose and objectives of cash flow
management, a familiarity with the difference
between profitability and liquidity, an
understanding of the cash generation cycle
and the effects of cash flow problems on
operations.
Basic | Management Advisory Services
This program provides an overview of
enterprise risk management (ERM). It
discusses the internal environment of an
organization and the ERM framework. It
also examines assessing risk and possible
responses towards risk. Finally, it addresses
components of internal control and various
organizational issues and challenges. It
explains the factors and nature of events that
affect the internal environment, the enterprise
risk management framework (ERM), analyses
and event identification methodologies used
in ERM, information and communication
components of internal control, and
organizational issues and challenges.
Basic | Management Advisory Services
This program is designed to assist accountants,
managers in organizations, and consultants in
understanding the growing field of strategic
management. It incorporates new strategic
planning tools, new management principles,
discussions of metrics and management
information systems, and the dynamic interplay
between leadership and management. This
program will show you how to be a better
manager, consultant or advisor to managers,
the importance of understanding the culture of
an organization, and how to evaluate strategic
alternatives. In addition, this course provides
guidance to employees and managers at all
levels on how to execute strategic plans and
initiatives to promote their success.
CPE
CFP
CREDITS CREDITS
6
N/A
CPE
CFP
CREDITS CREDITS
6
N/A
CPE
CFP
CREDITS CREDITS
8
N/A
Cash Flow: Managing the
Lifeblood of the Organization
6
$109
N/A
$109
Corporate Financial Management
Basic | Management Advisory Services
Corporate Financial Management focuses on
various topics impacting today’s businesses.
This program illustrates why the net present
value model is the best model to use under
all circumstances, details how to calculate net
present value and explains why it should be
preferred to the other financial decision-making
models. In this course, we will discover what
costs are relevant in capital acquisitions, what
is the appropriate discount rate to use when
converting future cash flows into present-day
cash flows and how this discount rate is based
on the weighted average cost of capital. The
program also emphasizes the need for due
diligence and post audits once a project is in
place.
CPE
CFP
CREDITS CREDITS
6
N/A
6
N/A
6
$109
$109
Managerial Cost Accounting for
Decision Making
Basic | Management Advisory Services
This program is a basic overview of managerial
cost accounting and examines the application
of strategic cost management while
helping the practitioner develop corporate
performance measurements. This program
covers cost accounting concepts, strategic
cost management, lean accounting and
measurement, activity-based management and
the activity cost matrix. Balanced scorecard
concepts and the importance of nonfinancial
performance measures are also explained, as
well as risk evaluation and the concepts behind
the Six Sigma toolkit. The program provides an
understanding of standard costing, variance
analysis and joint product/by-product costing.
CPE
CFP
CREDITS CREDITS
6
N/A
$109
$109
N/A
6
N/A
8
N/A
6
N/A
$109
BC024 | CPEasy.com/2014F | 855.300.9391
$109
Corporate Controllership
Basic | Management Advisory Services
This program examines how the accounting
function can establish itself to help the
organization achieve both short- and longterm goals as well as meet new regulatory
compliance requirements. It explores the
importance of working capital and use of
financial ratios. It also discusses the relevance
and impact of the Sarbanes-Oxley Act
on internal controls. This program covers
the essential functions of the accounting
department, working capital and capital
budgeting, relevant financial ratios, internal
controls and how the Sarbanes-Oxley Act
impacts those internal controls.
CPE
CFP
CREDITS CREDITS
6
N/A
$109
$179
$115
6
N/A
$109
$109
29
Consulting Services & Management
Performing the Operational
Review for Results
Benchmarking Strategies:
A Tool for Profit Improvement
Building Effective Planning
and Budgeting Strategies
Basic | Management Advisory Services
This course in performing the operational
review for results has addressed various
concerns relating to the phases of an
operational review planning the operational
review, developing the work program,
performing fieldwork steps, developing review
findings and recommendations and reporting
the results of the review. Because of the unique
characteristics of individual firms or internal
organizations, the materials covered and the
situations presented may not all apply directly
to each specific situation. Each participant
should use her/his own professional judgment
as to which suggestions and recommendations
to use in a given situation.
Basic | Management Advisory Services
The objective of this course is to familiarize
the participant with internal and external
benchmarking principles and practices enabling
the participant to develop a program of
continual operational review and improvements
for the organization. This course focuses on
identifying appropriate benchmarking principles
and how to use them effectively to improve
operations and profit in any type of organization.
Basic | Management Advisory Services
This course discusses and presents effective
planning and budgeting concepts and those
related activities necessary for the successful
growth of the organization. Course emphasis
is on the principal factors that should be
considered in planning and budgeting
for the organization, what management
and operations personnel must know to
better understand effective planning for
the business and what can be done to
enhance the overall strategic and financial
planning for the organization. The program
concentrates on practical approaches to
organizational planning and integration with
budgeting as well as on enhancing familiarity
with related concepts and methodology.
CPE
CFP
CREDITS CREDITS
8
N/A
CPE
CFP
CREDITS CREDITS
8
N/A
8
$115
N/A
$115
Striving for Outstanding Customer
Service: The Road to Growth
••NEW!
• The internal operations review process
• The comparison of external operations
• The development of a continuous
improvement program
8
CPE
CFP
CREDITS CREDITS
8
N/A
$115
N/A
$115
Winning the Cash Conversion
Game: Operating on Other
People’s Money
Basic | Business Management and Organization
This course addresses various concerns related
to the development of effective customer
service procedures and techniques to enable
an organization to grow and prosper through
excellence in customer service. The techniques
presented should be of particular interest and
value to those who are presently or are interested
in providing customer services as a profit center
to enable their organization to grow in the
direction desired. The course looks at customer
service as an effective tool for organizational
growth. It is one of the business components that
the company should be operating in and the core
to building a healthy company.
Basic | Management Advisory Services
The emphasis of the course is on the principal
components of cash flow and cash conversion
management — what one must know to better
understand an organization’s cash situation
and how to enhance overall cash position.
This program will look at cash conversion
management from the perspective of the
“business manager” (either internal or external)
who manages the cash of the organization
rather than from a banker’s or other outsider’s
viewpoint. Each situation is unique, but cash
management concerns are similar for all
businesses.
CPE
CFP
CREDITS CREDITS
4
N/A
CPE
CFP
CREDITS CREDITS
6
N/A
4
30
Topics include:
• Basic benchmarking theory and processes
N/A
$69
$69
••NEW!
6
N/A
8
$115
N/A
$115
21st Century Standards and
Practice for Boards of Directors
Basic | Management Advisory Services
Discover how to build, support and improve
boards of directors along 10 different
dimensions, including development, process,
operations and evaluation. This course
discusses human capital and leadership
factors of a board of directors, process factors
and resources necessary for boards, board
accountability and financial oversight roles,
communication factors and governance,
performance and alignment elements of a
board of directors insight into the current,
and future roles of boards of directors and the
various incentives. It provides practitioners
with an ability to identify the competencies
needed for a board of directors and the
capability of training new board members.
CPE
CFP
CREDITS CREDITS
8
N/A
$109
$109
BC024 | CPEasy.com/2014F | 855.300.9391
6
N/A
6
N/A
$179
$109
$109
Specialized Knowledge
Introduction to Litigation Services
Lost Profit Damage Calculation
Audits of 401(k) Plans
Basic | Specialized Knowledge and Applications
This program will introduce the practitioner
to civil litigation and explain the differences
between civil trials and criminal trials and the
rules applicable to expert testimony and expert
reports in federal courts.
Basic | Specialized Knowledge and Applications
In recent years, natural disasters have raised
awareness of the need for disaster preparedness.
In preparing for these types of events and
other business risks, an accountant may want
to suggest mitigation using insurance or
other forms of preparedness. This program
provides an overview of recovering damages
via the legal system and of how an accountant
computes compensatory damages. Additional
considerations include distinguishing lost profits
from a business valuation, lost revenues and the
calculation in an established business versus a
new business, as well as what costs would be
included in a lost profit scenario.
Intermediate | Specialized Knowledge
and Applications
The purpose of this course is to assist the
independent CPA to properly conduct the
work necessary in the audit of 401(k) defined
contribution retirement plans. The materials are
designed to help the auditor identify important
issues in the process of the audit. Generally
accepted auditing standards and generally
accepted accounting principles apply to employee
benefit plans. This course assumes that the
participant is reasonably knowledgeable in the
fields of accounting, tax and auditing to the extent
necessary to identify issues with the Form 5500
pertinent to the audit.
Topics include:
• Accountant’s role in providing litigation support
and dispute resolution services
• Fraud investigation in domestic and divorce
cases, including how to identify “red flags”
• Securities claims, margin accounts, churning
and speculative securities
• Lost profits and business interruption
Prereq: Bisk GAAS Guide, Mastering IRC §401(k)
Plans or comparable knowledge/experience
• Bankruptcy code
• Litigation professional training materials,
certifications and publications
CPE
CFP
CREDITS CREDITS
8
N/A
CPE
CFP
CREDITS CREDITS
8
N/A
$115
8
N/A
6
N/A
$179
$115
$109
CPE
CFP
CREDITS CREDITS
8
N/A
8
N/A
8
N/A
$179
$115
$115
Eldercare: Surviving the Costs
of Retirement
CPA’s Guide to Privacy Law
Compliance and Data Protection
CPA Services in Divorce
and Family Law
Basic | Specialized Knowledge and Applications
The provision of eldercare services in a CPA
practice may take on many forms. Some
practitioners offer limited services that are
built around the strengths of the firm. Other
practitioners have decided to offer a broad array
of services in order to provide an effective and
comprehensive coordination of services for their
older clients. Regardless of which approach
you choose, there are some basic concepts that
should be understood before embarking on
an eldercare practice. This course is designed
to build a core understanding of these basic
concepts.
Basic | Specialized Knowledge and Applications
The course is intended to guide the user
through the 10 privacy principles and each
component’s related criteria. The development
and compilation of these privacy principles was
the result of a collaborative effort between the
American Institute of CPAs (AICPA) and the
Canadian Institute of Chartered Accountants
(CICA). This course provides an introduction to
privacy and the Notice Principle, the Choice and
Consent Principle, a review of the Collection
Principle and explanation of the Use and
Retention Principle, the Access, Disclosing
Personal Information and Security Principles, a
description of the Quality Control Principle and
the Monitoring and Enforcement Principle.
Basic | Specialized Knowledge and Applications
This course introduces the accountant to divorce
and family law cases, discussing the basics of
litigation and the most important financial issues
in such cases. The accountant will learn the skills
necessary to provide analysis and expert witness
testimony on the financial issues in divorce.
CPE
CFP
CREDITS CREDITS
6
N/A
CPE
CFP
CREDITS CREDITS
6
N/A
CPE
CFP
CREDITS CREDITS
6
3
6
3
$109
$109
6
N/A
$109
Topics include:
• Litigation procedure
• Marital property
• Investigating business interests
• Red flags of financial fraud in divorce
• Lifestyle analysis in divorce cases
• The most common financial documents
that should be analyzed in divorce and
family law cases
$109
$109
BC024 | CPEasy.com/2014F | 855.300.9391
31
Specialized Knowledge
Hot Topics in Health Care
Accounting and Auditing
Fraud Prevention for Physicians
Basic | Specialized Knowledge and Applications
This program provides coverage of leading
accounting and auditing topics affecting the
health care industry. This program covers unique
attributes of health care operations and risk,
hospital revenue cycle issues, Medicare payment
issues, utilization management issues, legal and
compliance issues, valuation services, including
types of health care valuations. It provides an
overview of the health care industry and market,
a brief understanding of front-end, billing and
collection services and some knowledge of
Medicare payment issues.
Basic | Specialized Knowledge and Applications
The healthcare system in the United States is
arguably the best in the world, but it is constantly
vulnerable to waste, fraud and abuse. This
program will provide an overview of the current
United States healthcare system, give estimated
fraud costs and list useful definitions for
physicians. It will offer insight into how criminal
investigations are initiated and assembled by
law enforcement and prosecutorial agencies. It
will also outline steps to protect a physician’s
practice from fraud schemes and review audit
requirements when designing and implementing
a fraud prevention strategy.
CPE
CFP
CREDITS CREDITS
8
N/A
CPE
CFP
CREDITS CREDITS
4
N/A
8
N/A
6
N/A
$179
$115
4
Basic | Specialized Knowledge and Applications
This program provides a look at the current
construction and surety climate. This program
reviews how CPAs can work with their clients in
establishing and maintaining strong relationships
with a bonding agent and surety. It explains the
role of a surety and its impact in the construction
industry, considers selected financial statement
disclosures for the construction industry,
examines GAAP, change orders and important
analytical procedures, as well as the review
process for contractors. It considers ways CPAs
can provide added value to their clients and looks
at audit engagement and central audit issues
concerning the construction industry.
CPE
CFP
CREDITS CREDITS
6
N/A
$69
N/A
Construction Contractors:
Real-World Guide to Accounting
and Auditing
$109
$69
$109
Accounting for Banks and Other
Financial Institutions
Real Estate Taxation: Acquisition
and Operations
Basic | Specialized Knowledge and Applications
This program is intended to provide an overview
of the accounting basics for CPAs who are familiar
with GAAP are but not necessarily experts on
the specialized industry accounting for financial
institutions. It considers fair value accounting and
accounting for investment securities, accounting
for impaired, non-accrual and acquired loans
and requirements for loan loss allowances. It
also looks at accounting for foreclosed assets,
transfers and servicing of financial assets,
financial guarantees, trust-preferred securities
and share-based compensation.
Basic | Specialized Knowledge and Applications
This program is a comprehensive guide to the
tax consequences of acquiring and owning real
estate.
Topics include:
• Determination of basis, amount realized
and gain
• ACRS and MACRS
• Loss limitations, including the passive activity
and at-risk rules
• Vacation homes and home offices
• Choice of entity
Real Estate Taxation: Dispositions
Basic | Specialized Knowledge and Applications
This program is a comprehensive guide to the
tax consequences of disposing of real property.
Practitioners will learn how to determine and defer
gain recognized under the rules for installment
sales, like-kind exchanges, involuntary conversions
and the sale of personal residences. The program
also provides extensive coverage of distressed real
estate planning.
Topics include:
• Gain recognition
• Character of gain or loss on disposition
• Leasing and sale-leaseback
• Distressed real estate planning
• Impact of cancellation of indebtedness on lender
• Miscellaneous tax credits
• Reporting requirements in real estate
transactions
• Foreign-held United States real estate
CPE
CFP
CREDITS CREDITS
8
N/A
32
8
N/A
6
N/A
$179
CPE
CFP
CREDITS CREDITS
6
N/A
$109
$115
$109
BC024 | CPEasy.com/2014F | 855.300.9391
CPE
CFP
CREDITS CREDITS
6
N/A
$109
Specialized Knowledge
Not-for-Profit Accounting
and Reporting Made Simple
ALSO AVAILABLE
Basic | Specialized Knowledge and Applications
This program is an up-to-date review of rules and
regulations concerning not-for-profit entities.
Cash and investments, transfers of assets to a
nonprofit or charitable trust, contributions and
exchange transactions, split-interest and other
planned-giving arrangements, accounting for
joint activities and joint costs and strategic issues
of importance for not-for-profit entities will be
discussed. It provides knowledge of the standards
providing guidance specifically to not-for-profits on
investments and transfers of assets and the content
of the AICPA Audit and Accounting Guide for notfor-profit organizations.
AUDIT AND ACCOUNTING GUIDANCE
CPE
CFP
CREDITS CREDITS
12
N/A
12
N/A
9
N/A
$199
We’re happy to provide comprehensive tools and learning opportunities
to help you navigate the complex maze of new regulations and processes.
PPC’s Practice Aids for Audits of Real Estate Entities
This program covers audits of nonpublic entities engaged in developing, managing, and owning real
estate projects for their own use or for sale to others. That includes audits of real estate operators, real
estate developers (including homebuilders), and retail land sales developers.
Visit tax.thomsonreuters.com or call 800.431.9025 to learn more or place an order.
PPC’s Practice Aids for Audits of Health Care Entities
This program will provide you with the only complete set of audit practice aids on the market today that
address the specific issues faced and unique audit risks encountered when auditing investor-owned,
nonprofit, and special-purpose governmental health care entities that are not subject to Government
Auditing Standards (Yellow Book) or Single Audit requirements.
Visit tax.thomsonreuters.com or call 800.431.9025 to learn more or place an order.
PPC’s Guide to Audits of Financial Institutions
$145
$125
This program covers all key areas of a financial institution audit, including loan reviews, sampling,
confirmation procedures, investments in marketable equity and debt securities, foreclosed assets and
real estate investments, and income tax provisions. All of this guidance is liberally illustrated with
examples and exhibits that you can adapt to any audit situation.
Visit tax.thomsonreuters.com or call 800.431.9025 to learn more or place an order.
PPC’s Guide to Construction Contractors
This program combines discussions of authoritative GAAP, auditing, compilation, review, consulting,
and tax requirements with “how-to” advice and specially tailored practice aids to help you provide a
wide range of services to construction contractors. Although the chapters and practice aids were written
with the independent CPA in mind, most of the Guide can be useful to both CPAs in public practice and
industry accountants employed by construction contractors.
Visit tax.thomsonreuters.com or call 800.431.9025 to learn more or place an order.
PPC’s Guide to Audits of Nonprofit Organizations
This program includes tailored practice aids to help you perform audits and engagements for your
nonprofit clients in accordance with professional standards. Nonprofit organizations may require
compilations, reviews, audits, or Single Audits. The Guide contains report examples and multiple sets of
audit programs including a set of initial audit programs, a core set appropriate for any audit engagement,
and a set appropriate for audits of many small organizations.
Visit tax.thomsonreuters.com or call 800.431.9025 to learn more or place an order.
BC014 | CPEasy.com/2014F | 855.300.9391
33
CHECKPOINT LEARNING®
VIRTUAL CONFERENCES NEW!
Featuring AuditWatch and CPEasy Speakers and Expertise
Presented and cosponsored by leading AuditWatch and CPEasy training experts, our virtual conferences
break traditional barriers by giving you live, up-to-the-minute analysis on key topics from nationally
recognized experts in the comfort of your own office!
WHAT IS A “VIRTUAL CONFERENCE?”
A “virtual conference” is a multi-day web-based training event featuring multiple presenters and different topics.
We use LearnLive™, an internet-based tool through which you can view the presenter’s content, interact with the
speakers and participate in live Q & A, making the session as applicable to your practice as it possibly can be.
TOPICS AND DATES
See page 35 for details.
VIRTUAL CONFERENCE FEATURES
• Attend from anywhere with no travel costs
• Up-to-date, relevant training
• Well-known experts
• Interactive
DETAILS
• Each two day conference is 16 hours.
• Each conference provides 16 CPE credits.
• Conferences begin at 8:00 a.m. and end
at 4:00 p.m. CST.
• Visit cl.thomsonreuters.com/A to register.
• Registration closes at 5:00 p.m. CST the day
before the scheduled event.
• This CPE is delivered in a group internet-based
format.
• Webinars are presented on LearnLive™,
an internet-based tool through which you can view
expert content and interact with the speakers.
• Log on to the audio broadcast site to hear the
presentation through your computer.
PRICING
Price per participant/per conference: $379.
$199 for Checkpoint Learning Premier or
Premier Plus or CPEasy Platinum, Gold or Silver
subscribers. Must call 800.231.1860 to register
at this special price.
REGISTRATION
For full conference agenda and to register call
800.231.1860 or visit cl.thomsonreuters.com/A
34
BC024 | CPEasy.com/2014F | 855.300.9391
AUDIT PRODUCTIVITY VIRTUAL CONFERENCE
Improving productivity is always a challenge. Whether it’s pressure from competitors and clients or changes to accounting rules
and accounting staff, it’s easy to see why firms often struggle to achieve optimal audit quality and efficiency. Join us for a conference
designed to give you the knowledge, techniques and tips to perform your engagements in the most effective and efficient manner.
Conference Objectives: This conference will provide you with
the latest updates and techniques to help ensure that your firm
is performing audits effectively and efficiently.
Conference Speakers: AuditWatch Consultants Pete Bieghler,
CPA, Wayne Kerr, CPA, Shawn O’Brien, CPA, Ericka Racca CPA
and other nationally recognized experts.
Who Should Attend? Seniors, managers, directors, partners
and anyone with influence on an engagement’s planning and
execution.
Schedule
October 9 and 10 / 8:00 a.m. – 4:00 p.m. CST
November 11 and 12 / 8:00 a.m. – 4:00 p.m. CST
December 9 and 10 / 8:00 a.m. – 4:00 p.m. CST
Sessions
• Common Audit Productivity Issues
• Reviews, Compilations and Special Purpose Frameworks
• Staying Out of Trouble — Significant new accounting issues,
common audit deficiencies and current findings related to fraud
• Building a Better Audit Plan
• Key Issues in Client and Project Management
• Spotting Opportunities to Use Data Extraction Software
• Getting the Most Out of Internal Controls
• Documentation Tips and Pitfalls
• Improving Performance Through Effective Supervision
• Panel Discussion — Answers to your questions and valuable
best-practice takeaways
CPE Information
Level: Intermediate
Advanced Prep: Knowledge of Auditing
CPE Credits: 16
Field of Study: Auditing
Pricing
Price per participant/per conference: $379.
$199 for Checkpoint Learning Premier or Premier Plus
or CPEasy Platinum, Gold or Silver subscribers.
Must call 800.231.1860 to register at this special price.
Visit cl.thomsonreuters.com/A for complete and current course information.
KEY ISSUES IN INTERNATIONAL TAXATION VIRTUAL CONFERENCE
The steady increase in economic globalization has been leading the business world into cross-border transactions that have become
a significant part of their regular business activities. Not surprisingly, these transactions often generate a host of international tax
issues that tend to attract the scrutiny and penalty-wielding power of the IRS. This two-day web-based International Tax Conference
is designed to provide useful information and practical guidance in key areas to help practitioners of all sizes conquer the challenges
of tax accounting and reporting in the international business arena.
Conference Objectives: This conference will provide you with
the latest updates and analysis on key issues in international
taxation affecting small and medium sized CPA firms.
Conference Speakers: Speakers for this event will include
Conference Chairman Jay Darby, CPA, JD and other nationally
recognized experts.
Who Should Attend? Experienced managers, directors,
partners — specifically those who deal with international tax
matters.
Schedule
October 28 and 29 / 8:00 a.m. – 4:00 p.m. CST
November 18 and 19 / 8:00 a.m. – 4:00 p.m. CST
December 16 and 17 / 8:00 a.m. – 4:00 p.m. CST
Sessions
•
•
•
•
•
•
•
•
•
•
•
•
Latest Developments in International Tax
Tax Compliance: 1040 NR
Structuring IP Transactions
Mexican and Canadian Tax Issues/Reform
Structuring Strategies for Inbound Investing
FATCA and Withholding Taxes
Latest Developments in International Tax — Outbound
Structuring Strategies for Outbound Investing
Foreign Tax Credits
Foreign Bank Accounts
Expatriation
Transfer Pricing
CPE Information
Level: Update
Advanced Prep: None
CPE Credits: 16
Field of Study: Tax
Pricing
Price per participant/per conference: $379.
$199 for Checkpoint Learning Premier or Premier Plus
or CPEasy Platinum, Gold or Silver subscribers.
Must call 800.231.1860 to register at this special price.
BC024 | CPEasy.com/2014F | 855.300.9391
35
More Webinars
MORE LIVE CREDITS
Stay on top of the industry’s latest news, then discuss it with
the industry’s top experts.
CPEasy has increased the number of webinar events/series, enabling you to stay up-todate on the latest developments while earning live CPE credit! Featuring leading experts
broadcast live over the Internet, these webinars allow you to interact with presenters, ask
questions and participate in group discussions.
Live Webinars
CPEasy Unlimited Webinar Subscription
CPEasy.com/2014F | 855.300.9391
CREDITS
DETAILS / FORMAT
PRICE
2 LIVE CPE CREDITS Per Event Price
$59
1 LIVE CPE CREDITS Per Event Price
$39
All LIVE CPE
CREDITS
Unlimited Webinar
Subscription
INCLUDES ALL WEBINAR SERIES (TAXATION,
ACCOUNTING & AUDITING, FINANCIAL
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Fall Webinar Events
NOVEMBER
DECEMBER
3
4
Wednesday
Thursday
5
6
7
1
2
Wednesday
Thursday
3
4
5
10
11
12
13
14
8
9
10
11
12
5
6
17
18
19
20
21
15
16
17
18
19
12
24
25
26
27
28
22
23
24
25
26
19
29
30
31
26
Monday
Tuesday
Monday
Friday
Tuesday
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Friday
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7
8
9
13
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20
21
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23
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4 — Tuesday
3 — Wednesday
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Update Tax 2 (2 hrs.)
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10 a.m.: Key Issues in Tax: What CPAs Need
to Know Tax 8 (8 hrs.)
2 p.m.: Key Ways To Measure Financial
Performance MAS 2 (2 hrs.)
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2 p.m.: VIEs: A Basic Step-By-Step Guide
A/A 2 (2 hrs.)
2 p.m.: Current Federal Tax Developments
Tax 1 (1 hr.)
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10 a.m.: Key Issues in Accounting and Auditing
A/A 8 (8 hrs.)
10 a.m.: Affordable Care Act—Cpas/Financial
Planners Need To Know Tax 8 (8 hrs.)
14 — Friday
3 p.m.: Cracking The Code: Efficient And
Thorough Tax Research Techniques Tax 2
(2 hrs.)
17 — Monday
2 p.m.: Introduction To The AICPA’s FRF For
SMEs A/A 2 (2 hrs.)
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2 p.m.: Health Care Reform Update - Non-Tax
Issues Tax 2 (2 hrs.)
9 a.m.: International Tax Virtual Conference
Tax 8 (8 hrs.)
19 — Wednesday
9 a.m.: International Tax Virtual Conference
Tax 8 (8 hrs.)
2 p.m.: Current Federal Tax Developments
Tax 1 (1 hr.)
2 p.m.: Key Ways To Measure Financial
Performance MAS 2 (2 hrs.)
10 a.m. Key Issues in Accounting and Auditing
A/A 8
9 — Tuesday
2 p.m.: Current Federal Tax Developments
Tax 1 (1 hr.)
15 — Thursday
10 a.m.: Affordable Care Act — CPAs/Financial
Planners Need To Know Tax 8 (8 hrs.)
23 — Friday
3 p.m.: Cracking The Code: Efficient and
Thorough Tax Research Techniques Tax 2
(2 hrs.)
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2 p.m.: Current Federal Tax Developments
Tax 1 (1 hr.)
2 p.m.: Oil and Gas Tax Update and Year-End
Planning SK&A 2 (2 hrs.)
11 — Thursday
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Planners Need To Know Tax 8 (8 hrs.)
12 — Friday
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CPEasy
Monthly News Reports
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Also available from Thomson Reuters
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BC024 | CPEasy.com/2014F | 855.300.9391
Also available from Thomson Reuters
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45
Ordering
Information
HOW TO ORDER
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THE PRICE BLOCK
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ORDERING INFORMATION
SAMPLE PRICING BLOCK:
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6
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GROUP STUDY
For most courses, extra text and quizzer copies may be purchased
for group study when one copy is purchased at regular price.
Please contact your state board for complete information regarding your
CPE reporting requirements.
•
•
•
•
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•
CPAs, public accountants, certified financial planners and cash managers
Accountants, internal auditors and chartered financial consultants
Oregon tax examiners
Enrolled agents (sponsor #1K0BG)
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to the professional competence of the enrolled individual.
Our programs are accepted for CPE credit in the following states where we have
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Our programs are accepted for CPE credit in the following states and territories
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GU, HI, ID, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NV, NH, NM,
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With regard to our course content and its “interactivity,” all Bisk CPEasy
programs are developed in accordance with current CPE standards and all elicit
participant feedback to test for understanding of the material, offer evaluative
feedback to incorrect responses and provide reinforcement feedback to correct
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All CPEasy programs comply with the NASBA/AICPA joint Statement on
Standard for Formal Self-Study Programs. We are registered with the National
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Audio Webinar
CPE
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CREDITS CREDITS
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6
CPE standards are established jointly by the AICPA and NASBA (the National
Association of State Boards of Accountancy). Bisk CPEasy courses are developed
using those CPE standards. CPE hours shown for each program in this catalog
are recommended credit hours and are based on a 50-minute study hour. State
boards of accountancy have final authority on the acceptance of individual
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©2014 Thomson Reuters/Tax & Accounting Inc. All rights reserved. All trademarks are properties of their
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CPEasy OnDemand
Friends and Associates Discount
The CPEasy
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1–2
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Silver
Gold
399 (Renewal Price $375)
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