(LITX22/26) The Unique Tax Accounting Issues in Estates and Trusts
Understand key elements of preparing Form 1041. Enrolled Agent Approved
Credit Hours: 2
Understand key elements of preparing Form 1041. Enrolled Agent Approved
When it comes to ethical decision making, are you pausing long enough to consider what or who might be influencing your decisions? As AI continues to evolve so does its role and influence on our ethical decision making. This course is designed to raise awareness and provide tips and tools for recognizing and weighing the...
This course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs.
As trusted operational partners, Client Advisory Services (CAS) professionals must stay ahead of evolving tax regulations that directly impact their clients. This 2025 update covers critical changes to payroll, information reporting, deductions, and credits—alongside key insights from the new One Big Beautiful Bill Act (OBBBA). Join us to explore how these developments affect CAS engagements...
Many for-profit entities receive government assistance or are required to have financial statement or compliance audits due to law or regulation. This course will discuss the requirements under Generally Accepted Auditing Standards relevant to for-profit entity audits.
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. This course is one of a four-part series on AI technology for CPAs. We recommend you attend all five...
This course provides an easy-to-understand guide for creating a Written Information Security Plan (WISP) as required by PUB 5708 and 4557. Participants will learn how to effectively address regulatory requirements, protect sensitive client information, and mitigate risks associated with data breaches. This course simplifies complex regulations into actionable steps for compliance. Enrolled Agent Approved
Between the SEC, FINRA, IRS, and CFP Board, financial advisors already juggle a maze of regulations—and now the One Big Beautiful Bill Act (OBBBA) introduces sweeping changes that redefine tax implications and advisory responsibilities. This 4-hour quarterly update simplifies the chaos, giving you a clear, practical look at what’s new and what it means for...
Understand digital assets and how they are taxed and reported.Enrolled Agent Approved
Stay ahead of the latest trends and threats in fraud with this comprehensive 4-credit hour CPE course. This course provides an in-depth analysis of the findings from the global fraud report, helping professionals understand key fraud schemes, emerging patterns, and their impact on businesses worldwide. Designed for CPAs, auditors, and financial professionals, this course will...
The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity too. And how do you know if someone is a real estate professional? In this course, we will explore all of...
Internal controls are applied within an organization to satisfy objectives related to operations, compliance, and financial reporting. This module will provide practical analysis and tips for how a reporting entity can manage financial reporting risk in an effective and efficient way. This module will also differentiate the auditor's responsibilities for internal controls under Sarbanes Oxley,...