Course Library

As technology and consolidation reshape the accounting profession, CPAs must expand their role beyond compliance to remain indispensable. Clients don’t just worry about markets — they worry about what ...

In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. Further, 43% of respondents noted improvement, ...

In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. Further, 43% of respondents noted improvement, ...

This class provides a financial overview of the entrepreneurial journey from startup to operational decisions to exit planning. You’ll hear from a business banker guest speaker who explains what lende ...

As technology advances and consolidation reshapes the accounting profession, CPAs face a clear choice: remain in the world of compliance or elevate into the role clients truly need — strategic guide a ...

ChatGPT Foundations is designed for accounting professionals who want to understand — not just use — artificial intelligence in a rapidly evolving business landscape. With AI tools like ChatGPT becomi ...

This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers ...

AP invoice or billing fraud is among the most common and expensive types of occupational fraud worldwide. According to the Association of Certified Fraud Examiners (ACFE), organizations lose approxima ...

AP invoice or billing fraud is among the most common and expensive types of occupational fraud worldwide. According to the Association of Certified Fraud Examiners (ACFE), organizations lose approxima ...

Technological advances change how we live, work, and relate to one another. Remote presence and the interconnectivity of people, devices, and organizations open a whole new playing field of vulnerabil ...

Transform your forecasting from a guessing game into a strategic advantage. Financial forecasting is the backbone of strategic decision-making. Poor forecasts, however, can lead to costly mistakes. Th ...

Sweeping new legislation passed on July 4, 2025, titled “An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14” and referred to as the One Big Beautiful Bill Act (OBBBA) became ...

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, co ...

Transform your forecasting from a guessing game into a strategic advantage. Financial forecasting is the backbone of strategic decision-making. Poor forecasts, however, can lead to costly mistakes. Th ...

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortabl ...

In medieval England, the Christian Peter and Paul were two peas in a pod. They were both apostles and both martyred in Rome. They even shared the same feast day (June 29). So, the idea behind the phra ...

There is a certain rhythm to the audit process, and it’s a very scary beat. In this presentation, I'll discuss the steps that most examinations begin and end with. We'll discuss eggshell audits, those ...

Due process is, according to Black’s Law Dictionary, “a course of legal proceedings … which have been established … for the enforcement and protection of private rights.” Anyone facing an IRS federal ...

Before we can begin to understand how the Fifth Amendment applies in offshore tax cases, we must first understand why such a provision is in the Constitution in the first place. Most of us cannot rela ...

This presentation will teach you how the government gathers information both domestically and internationally in the 21st century. There are tried and true methods that have been around since time and ...

United States v. Tweel is the most famous example of a motion to suppress in a tax case. In Tweel, the Fifth Circuit Court of Appeals held that it constitutes trickery, fraud, and deceit for the IRS t ...

In this presentation, tax attorney Mike DeBlis explains Kovel agreements and discusses the case that gave rise to them.

The purpose of this course is to inform the reader of the various changes to accounting and financial reporting affecting the accounting professional. Topics include a review of FASB projects includin ...

In today’s competitive accounting landscape, technical excellence is no longer enough to stand out. Clients expect accurate returns, timely reports, and professional service from every CPA they meet. ...

This presentation covers installment agreements with the IRS as an alternative to enforced collection action. It covers various aspects of installment agreements, including the application process and ...

Payroll fraud is among the most common and expensive types of occupational fraud worldwide. According to the Association of Certified Fraud Examiners (ACFE), organizations lose approximately 5% of the ...

Payroll fraud is among the most common and expensive types of occupational fraud worldwide. According to the Association of Certified Fraud Examiners (ACFE), organizations lose approximately 5% of the ...

The objective of this course is to address selected recently issued accounting standards updates (ASUs).  Topics include reviewing the new ASUs on accounting for joint ventures,  accounting for crypto ...

Individuals in the accounting profession have a considerable responsibility to the general public. Ethical behavior is essential for fulfilling this duty and maintaining public trust. Thus, adhering t ...

This course examines and explains the practical aspects of using a closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive e ...

The purpose of this course is to inform the reader of the various changes affecting accounting, compilation and review, and auditing engagements as well as a review and recall of existing standards.  ...

Individuals in the accounting profession have a considerable responsibility to the general public. To gain public trust and maintain professionalism, professional conduct and ethical behavior are nece ...

Small business? Micro-business? Solopreneur? How do you protect your files from ransomware and other digital disasters without a full-time IT department? Get some basic tips to decrease your chances o ...

In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various techniques to enhance their efficiency and productivity in Excel. Topics covered include ...

The objective of this course is to inform the reader of the various changes affecting accounting and financial reporting, as well as a review and recall of existing accounting standards. Topics includ ...

E-invoicing is revolutionizing accounts receivable processes, with 70+ countries adopting mandates by 2026. This comprehensive course unlocks the transformative power of e-invoicing for AR teams seeki ...

Spreadsheet work can present what seems like unavoidable data entry tasks, but thankfully there are often ways to avoid or at least minimize drudgery. In this presentation author and Excel expert Davi ...

E-invoicing is revolutionizing accounts receivable processes, with 70+ countries adopting mandates by 2026. This comprehensive course unlocks the transformative power of e-invoicing for AR teams seeki ...

In today's rapidly evolving business landscape, artificial intelligence is transforming the field of accounting, offering unprecedented opportunities for efficiency, accuracy, and insightful data anal ...

While tax reform visions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the ...

The Public Company Accounting Oversight Board (PCAOB) has consistently identified weaknesses in Information Technology General Controls (ITGCs) as one of the most common deficiencies in audit inspecti ...

The objective of this course is to address the latest developments affecting 2024 and 2025 audit engagements. Topics include: addressing the auditor’s consideration of the business and economic enviro ...

E-invoicing represents one of the most breakthrough technologies of recent years, now being adopted in 70+ countries and embraced by market leaders worldwide. Our comprehensive course: E-Invoicing Mas ...

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation ...

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, co ...

E-invoicing represents one of the most breakthrough technologies of recent years, now being adopted in 70+ countries and embraced by market leaders worldwide. Our comprehensive course: E-Invoicing Mas ...

This 4-hour course is designed to meet the 4-hour ethics CPE requirement for Wyoming CPAs. It provides an overview of ethical thought along with the core values of the CPA profession and the applicati ...

This course offers an overview of Hedge fund structures, and Income allocation to Fund’s Investors. We will touch upon basic concepts of type of funds, investors, share classes, capital activities, fe ...

This course offers an overview of Hedge fund structures, and Income allocation to Fund’s Investors, and Hedge fund Fees. We will touch upon basic concepts of type of funds, investors, share classes, c ...