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(LIMG07/27) Effective Governance for Nonprofit Success

Effective governance is the cornerstone of any nonprofit organization. This course delves into the foundational elements of nonprofit governance, emphasizing fiduciary duties, board responsibilities, and best practices for board operations. Participants will explore key compliance requirements, risk management strategies, policy development, and regulatory obligations. By the end of the session, you'll be equipped with practical...

Non Member: $45
Credit Hours: 1

(LIAA65/27) Introduction to Risk Assessment

Effective risk assessment is foundational to designing an appropriate audit response. This course introduces the audit risk model and provides an overview of the risk assessment procedures performed during engagements. Participants will review the components of the audit risk model and examine common risk assessment procedures, including inquiries, analytical procedures, and observation and inspection techniques....

Non Member: $90
Credit Hours: 2

(LITX59/27) Lifecycle Financial Planning: Estate Planning – A Primer on Gifting

Gifting is a key part of any estate plan. If done correctly, wealth can be transferred to other family members and loved ones while minimizing the tax effects. However, clawback provisions, exemption limitations, and the estate tax structure make this process wrought with potential pitfalls. In this course, we will discuss the rules surrounding gifting,...

Non Member: $45
Credit Hours: 1

(LITX14R/27) Understanding S-Corporation Taxation Compensation Issues & Entity Level Taxes – Rebroadcast

Even though they have been around for several years, the tax laws pertaining to S-Corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S-Corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S-Corporation...

Non Member: $65
Credit Hours: 1.4

(LITX60/27) Lifecycle Financial Planning: Estate Planning – Form 706 Basics

The estate tax return is very different from nearly every other IRS filing. It is filled with nuances and details that often elude the average practitioner. To make matters worse, clients who have to file a Form 706 are generally wealthy, so errors can be costly. In this course, we will discuss some basic tax...

Non Member: $45
Credit Hours: 1

(LIAA66/27) Advanced Audit Planning Concepts – Ensuring an Effective and Efficient Audit

The biggest factors that lead to an effective and efficient financial statement audit are the properly identification, evaluation, and response to risk of material misstatement. Assessed risk of material misstatement leads to the generation of the nature, timing and extent of further audit procedures. This module will focus on how to enhance engagement team brainstorming...

Non Member: $90
Credit Hours: 2

(LIAA67/27) Auditing Bits in BytesTM – A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits: Segment 7: Identifying, Ev

This series will provide valuable tips and techniques from an experienced auditor to successfully design and perform financial statement audits in "real-life" circumstances. Practical understanding of principles and standards can result in a high-quality, insightful, and profitable engagement.

Non Member: $90
Credit Hours: 2

(LIAA68/27) Financial Statement Analysis Best Practices

This course will focus on methods for assessing entity performance from operational efficiency, to liquidity and solvency, to investment performance, to broader financial health using both for-profit and nonprofit examples.

Non Member: $90
Credit Hours: 2

(LIAA70/27) 2026/27 Annual Update for Accountants & Auditors

This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement performance. Participants will begin with...

Non Member: $180
Credit Hours: 4

(LIAA50R2/27) Common Yellow Book & Single Audit Deficiencies – Rebroadcast

Yellow Book and Single Audit engagements are routinely selected for peer review and continue to be areas of heightened scrutiny by peer reviewers and federal oversight agencies. This course examines common deficiencies identified in GAGAS and Single Audit engagements, with a focus on understanding why these issues arise and how they can be avoided. Participants...

Non Member: $180
Credit Hours: 4