1. finance
2. accounting and auditing

CHECKPOINT LEARNING®
TRAINING AND
CPE
LEARNING SOLUTIONS FOR
FIRMS AND ORGANIZATIONS
SPRING 2015
CL.THOMSONREUTERS.COM
NEW! Health Care Reform
Certificate Program
(pg. 6)
NEW! Virtual Conferences
(pgs. 31 – 35)
Save Time and Money
with the Premier Plus CPE
Package (pg. 30)
FIRM & ORGANIZATION TRAINING CATALOG
DIRECTORY
SPRING 2015
CERTIFICATE PROGRAMS
Welcome to the spring 2015 Firms and Organizations
Training Catalog from Checkpoint Learning. This
issue provides an overview of everything learning
administrators and decision-makers need to design
their teams' learning plans.
Tax Research Certificate Program................................................ 5
Health Care Reform Certificate Program.................................... 6
HOT TOPICS
Health care reform remains a significant concern for most
of our customers, and you'll find that reflected in a number
of ways. We're introducing a new certificate-granting
program on health care reform in this catalog — an
exciting option to open up new consulting and revenuegenerating services that can benefit your bottom line.
Health Care Reform CPE.............................................................. 7
AUDITWATCH
AuditWatch University............................................................. 9, 12
TaxWatch University............................................................... 10, 12
Yellow Book University.............................................................11, 12
Health care reform is also one of the topics we've selected
for new Virtual Conferences. These two-day options bring
together multiple speakers and session topics to truly
provide an in-depth conference experience with a $0
travel budget. Find out more on pages 31 – 35.
Efficiency Consulting........................................................... 13 – 14
Data Technology.................................................................. 15 – 16
Speakers................................................................................17 – 18
CHECKPOINT LEARNING IN-HOUSE
Customer feedback on Premier Plus subscription package
has been extremely positive — if you haven’t checked
it out yet, please take a look at how this all-in-one CPE
content and workflow option can save you time and
money (page 30).
Speakers................................................................................17 – 18
In-House Seminars............................................................. 19 – 23
CPE NETWORK
Webinars............................................................................. 36 – 40
Thank you for giving us the opportunity to be part of
your firm's training! I invite you to contact our experts in
enterprise training to design a learning program that will
advance your team's skills and career paths. Combined
with the sophisticated learning administration tools on
the Checkpoint Learning online platform, our content
and solutions lead the industry in successful learning
solutions for organizations and firms.
LearnLive...................................................................................... 41
Sincerely,
CPE Network.......................................................................24 – 25
ONLINE LEARNING
Checkpoint Learning...........................................................26 – 28
Subscription Packages...................................................... 29 – 30
Virtual Conferences..............................................................31 – 35
Online Courses...................................................................42 – 46
SELF-STUDY COURSES
Kenneth Koskay
Senior Vice President
Learning Solutions
Self-Study Courses............................................................. 47 – 48
OTHER SOLUTIONS
Bisk CPA Review.................................................................49 – 50
Thomson Reuters Checkpoint Guidance....................................51
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Catalog code: CCADM15
WHAT’S NEW...
HEALTH CARE REFORM CERTIFICATE PROGRAM
Increase your consulting and revenue opportunities with clients
that need assistance with Affordable Care Act implementation.
See page 6.
LOOK FOR SUBSCRIPTION, EARLY BIRD
DISCOUNTS AND QUANTITY SAVINGS
OPPORTUNITIES THROUGHOUT THE
CATALOG!
AUDITWATCH CONSULTING SOLUTIONS
Our newly enhanced AuditWatch Productivity Program employs
tools and concepts such as value stream mapping, waste
elimination, DMAIC (Define, Measure, Analyze, Improve and
Control) and other quality tools from LEAN and Six Sigma.
See pages 13 – 14.
VIRTUAL CONFERENCES
Introducing three exciting new titles — Big Issues for Small
Clients, Revenue from Contracts with Customers and
Health Care Reform — plus an exciting Year-End MegaConference!
See pages 31 – 35.
PREMIER AND PREMIER PLUS
Look for the green icon for information on what products are included
with the Premier Plus and Premier CPE Packages or what discounts
apply to select product lines for subscribers. Applies at various levels
to AuditWatch, Checkpoint Learning webinars and online courses,
PPC Self-Study and Virtual Conferences. Details: page 30.
2015 LIVE EVENT SCHEDULES
Go ahead and plan your learning year!
AuditWatch public seminars through January 2016:
See page 12.
EARLY BIRD DISCOUNT
Look for this orange icon for information on Early Bird discounts for
AuditWatch. Details pages 9 – 12.
Webinars through July 2015:
See pages 37 – 40.
QUANTITY DISCOUNT
Look for the blue icon for information on what Quantity Discount offers
apply to select product lines. Webinars and PPC Self-Study both have
Quantity Discount offers available. Details: pages 37 – 40, 48.
Virtual Conferences through January 2016:
See pages 32 – 35.
Catalog publication April 2015 CPE accreditation information, including NASBA, QAS Self Study, IRS, CFP and CTEC, can be found by product line inside this
catalog and in more detail at cl.thomsonreuters.com.
CONTACT US
AuditWatch Consulting and In-House Training
cl.thomsonreuters.com
800.775.9866
General Information and Sales:
Checkpoint Learning (Learning Management, Subscription Packages,
Online Courses, Webinars, Self-Study Courses); AuditWatch Public
Seminars; Gear Up
cl.thomsonreuters.com
800.231.1860
Checkpoint Learning In-House Seminars, Customized Webinars
cl.thomsonreuters.com/h
800.387.1120
Customer Service and Product Support:
support.rg.thomsonreuters.com
800.431.9025 (Monday – Friday 8:00 a.m. – 6:00 p.m. CST)
Custom Online Course Development
Chris Horne: 301.545.4426
Catalog code: CCADM15
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CHECKPOINT LEARNING®
CERTIFICATE-GRANTING PROFESSIONAL PROGRAMS
FOR MORE INFORMATION, VISIT CL.THOMSONREUTERS.COM/GETCERTIFICATE OR CALL 800.231.1860
CHECKPOINT LEARNING®
CERTIFICATE
PROGRAMS
A new level of assurance in
practical skills training
Tax Research Certificate Program
Designed to develop and enhance foundational tax
research knowledge to help ensure consistency and
accuracy every time. Page 5
Health Care Reform Certificate Program
Increase your client consulting and revenue
opportunities related to health care reform legislation.
Page 6
Tax practitioners are required to be knowledgeable about a wide range of very technical topics. If they aren’t,
it can cost time, money and client confidence. That’s why we developed Checkpoint Learning Certificate
Programs. Offered on our platforms in self-study, blended learning formats, these programs can be completed
in three months to a year and are a great way to earn CPE and specialized technical expertise in key subject
areas. Checkpoint Learning Certificate Programs deliver much more than specialized knowledge — they also
deliver the peace of mind that comes with knowing that you and your staff have what it takes to handle the
tricky areas.
800.231.1860
cl.thomsonreuters.com/getcertificate
CERTIFICATE PROGRAMS
TAX RESEARCH
CERTIFICATE PROGRAM™
Build a Solid Foundation for Your Tax Research
You know it’s vital that your staff is competent in tax
research. Unfortunately, tax research proficiency is
too often underserved by formal education programs,
leaving new accountants missing key skills required
to perform effectively. Designed to fill in the gaps for
entry-level tax professionals and those re-entering the
workforce after an extended leave, the Tax Research
Certificate Program helps candidates develop
foundational tax research knowledge while earning
Continuing Professional Education credit.
The Checkpoint Learning Tax Research Certificate
Program™ offers a blended learning format with an
online course, three webinars, a final graded case study
assignment and the opportunity to earn approximately
22 hours of CPE credit in three months to a year.
Managers:
Increase your staff’s level of tax research
proficiency and ensure consistency across
your team.
Professionals:
Display your expertise to current and
prospective employers when you add this
certificate to your resume and LinkedIn profile.
800.231.1860
cl.thomsonreuters.com/getcertificate
Catalog code: CCADM15
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CERTIFICATE PROGRAMS
HEALTH CARE REFORM
CERTIFICATE PROGRAM™
Your Blueprint to the Affordable Care Act
The implementation of the Affordable Care Act has
left a lot of questions for tax practitioners.
It’s left a lot of questions for clients, too — only they
expect you to have all the answers. We have designed
the Checkpoint Learning Health Care Reform
Certificate Program™ to ensure that you
know the ins and outs of the new health
care regulations. Candidates will gain a
higher level of confidence when it comes
to the employer and individual mandates
of the Affordable Care Act. The completed
certificate program represents competency
with net investment income tax, legislative
updates, reporting requirements, forms and
calculations, health insurance marketplaces
and client consulting on both tax and non-tax
health care reform issues.
Increase your client consulting
and revenue opportunities
related to health care reform.
Our blended learning format includes six online
courses, three webinars and a final exam — plus the
opportunity to earn approximately 27 hours of CPE
credit. Upon completion, you will receive a frameable
certificate that can be listed on your resume, website
and LinkedIn profile.
800.231.1860
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Catalog code: CCADM15
HOT TOPIC: HEALTH CARE
SEE BOTTOM OF PAGE FOR DETAILS.
HEALTH CARE REFORM
WEBINARS
Understanding Health Care Reform — How the New Laws Impact
Employers and Individual Taxpayers
8 CPE Credits | $189 or free with Premier Plus
April 23, May 13, June 18, July 15
Understand the impact of health care reform on employers and
individual taxpayers, and identify ways to help clients avoid the
potential taxes and penalties that will be imposed on employers
and individuals. This course will provide practitioners with the tools
and strategies they need to effectively advise their clients in light of
these reforms. Key course topics include final regulations on the 3.8%
Medicare tax, real estate and the 3.8% tax, exchanges (marketplaces)
and how they work, who qualifies for government assistance and more.
VIRTUAL CONFERENCE
Health Care Reform Virtual Conference New!
12 CPE Credits | $379 or $199 with Premier or Premier Plus
How Health Care Reform Impacts Your Clients
2 CPE Credits | $89 or free with Premier or Premier Plus
April 21, May 12, June 25, July 10
This webinar will provide you with the key provisions related to the
Affordable Care Act, implementation issues and how these new
regulations will impact clients from 2014 and beyond. Topics include:
healthcare reform, overview of what’s changing, healthcare regulations
on the net investment income tax, avoiding the individual mandate
penalty, premium assistance credit, employer mandate, small business
health options program exchanges and reimbursing for insurance.
August 4 – 5, October 27 – 28, December 8 – 9
Get up-to-date guidance and insight from a panel of experts on
health care reform. During this two-day conference, you will learn the
latest on forms and calculations, tax and non-tax matters and have
the opportunity to ask the experts about a variety of implementation
issues. You will receive key updates on a variety of health care reform
topics and learn what’s on the horizon. Details on page 34.
ONLINE COURSES
Health Care Reform—The Individual Mandate
2 CPE Credits | $89 or free with Premier or Premier Plus
April 21, June 16
Obamacare: The Employer Mandate
4 CPE Credits | Basic | $80 or free with Premier or Premier Plus
The Patient Protection and Affordable Care Act as amended by the
Health Care and Education Reconciliation Act of 2010 (together the
Affordable Care Act) contains many provisions that affect employers
and employer-sponsored health plans. This course provides an
overview of the employer mandate and provides information on
applicable large employers that may be subject to penalties if they do
not offer affordable health insurance to full-time employees (and their
dependents).
This up-to-date webinar addresses the individual mandate and
covers mandate definition, adequate insurance, new reporting forms,
calculating the penalty, exemptions from the penalty, Premium
Assistance Credit, planning strategies and much more.
Health Care Reform Issues for Employers
2 CPE Credits | $89 or free with Premier or Premier Plus
May 5, July 7
Many small employers have provided medical insurance for their
employees but now find themselves confused and exposed to
penalties due to recent IRS and DOL notices. Large employers are
subject to a new mandate and want to know the rules, penalties and
planning strategies. This webinar addresses both large and small
employer issues plus much more including filing requirements. We
will define the employer mandate, discuss planning in 2015, qualified
plans, measuring large employer status, measuring employee hours,
seasonal employees, calculation of penalties, exempt employees,
planning strategies, reporting forms and requirements, employer
provided insurance and more.
Obamacare: The Individual Mandate
3 CPE Credits | Basic | $69 or free with Premier or Premier Plus
Beginning January 1, 2014, all individuals who do not meet certain
exemption criteria must have minimum essential health insurance
coverage or be subject to a shared responsibility penalty. This course
discusses new requirements, minimum essential coverage and
penalties.
HEALTH CARE REFORM
CERTIFICATE PROGRAM
See details on the previous page.
LOOK FOR THIS ICON throughout the catalog for
products related to health care issues.
PREMIER & PREMIER PLUS:
Subscription packages include access to all online courses, all one to four hour webinars and discount on live events. Premier Plus includes access to
full-day webinars as well. No expiration. Details: page 30.
Catalog code: CCADM15
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AUDITWATCH
TRAINING, CONSULTING AND DATA SERVICES
TO LEARN MORE, VISIT CL.THOMSONREUTERS.COM/A.
CALL 800.231.1860 FOR PUBLIC SEMINARS OR 800.775.9866 FOR OTHER OPTIONS.
AuditWatch serves the audit and accounting profession by
providing leading experts to train and consult with firms that offer
auditing services.
AuditWatch Training for tax, audit and yellow book staff is
available in three delivery options: public live seminars, in-house
seminars and customized training.
Plus, AuditWatch offers consulting, data services,
customized course development and more.
• The recognized leader in audit productivity
• Integrated curriculum for audit professionals and CPA firms, audit
process consulting and audit technology services
• Public live seminars offer open enrollment in major cities across the
country while firm-specific seminars are conducted at your facility
and customized training is tailored to meet your staff development
needs
• Also available: materials only and customized webinar options
AuditWatch University, TaxWatch University and Yellow Book University.
AuditWatch is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry
of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be
submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
All courses are delivery method Group-Live; no prerequisites or advance preparation unless otherwise indicated. For more CPE information including descriptions, learning
objectives, and administrative policies, visit cl.thomsonreuters.com/A.
AUDITWATCH
SEE BOTTOM OF PAGE FOR DETAILS.
AUDITWATCH UNIVERSITY
KNOWLEDGE AND SKILLS
AuditWatch University (AWU) is an integrated development curriculum that provides your firm with the knowledge and skills to advance your
professional staff. Starting with Basic Staff Training and culminating with management-level courses, AuditWatch University offers seven
progressive levels of training. Seminars are offered in over 15 locations nationwide and are also available on an in-house basis.
an in-depth look at higher-level audit tasks, such as entity-level
controls, identifying and designing tailored responses to fraud risks
and designing tests of controls.
LEVEL 1: BASIC STAFF TRAINING
32 CPE CREDITS | AUDITING, ACCOUNTING, COMMUNICATION | BASIC
Experience: 0 – 4 months
This session helps new auditors get off to a great start by
introducing them to the auditing field, basic audit responsibilities
and keys to becoming a successful professional in public
accounting. The course includes case studies in common audit
areas typically completed by staff accountants and provides an
overview of how each area fits into the big picture.
LEVEL 4.5: BEYOND IN-CHARGE — TAKING THE NEXT STEP
2 DAYS | 16 CPE CREDITS | AUDITING, COMMUNICATION, PERSONAL
DEVELOPMENT, ACCOUNTING | INTERMEDIATE
Experience: 4 – 5 years
This course prepares experienced auditors to take the next step
in their development as engagement and firm leaders. Building
on the concepts introduced in Level 4: Experienced In-Charge
Training, the course challenges auditors to champion the audit
process by developing efficient audit plans, managing the audit
process, working with clients, dealing with complex accounting
and audit issues and wrapping up engagements. Course material
also addresses key issues in performing review and compilation
engagements, using special purpose frameworks and recognizing
advanced financial reporting issues.
LEVEL 2: EXPERIENCED STAFF TRAINING
24 CPE CREDITS | AUDITING, ACCOUNTING | INTERMEDIATE
Experience: 5 – 21 months This session introduces auditors to the complete audit process
and plan. It focuses on ways for staff and senior accountants to
significantly participate in the risk assessment procedures, including
efforts surrounding internal controls. In addition, significant time is
spent on performance of further audit procedures including tests
of details such as sampling, auditing estimates and analytical
procedures. Finally, the course includes discussions of select
technical accounting, auditing, documentation and business skills.
LEVEL 5: TAKING THE LEAD
24 CPE CREDITS | PERSONAL DEVELOPMENT, COMMUNICATION, ACCOUNTING,
AUDITING | ADVANCED
Experience: 5 – 6 years
In this course, participants reach beyond technical expertise to
develop critical managerial skills to further their firm's success.
Participants learn results oriented leadership skills to better
manage multiple engagements and teams and leave with specific
individual professional development goals that may be integrated
with their firm’s performance management model. Course also
includes presentation skills, advanced communication and
negotiation, business development and career success strategies.
LEVEL 3: BEGINNING IN-CHARGE TRAINING
24 CPE CREDITS | AUDITING, COMMUNICATION | INTERMEDIATE
Experience: 21 – 36 months
This session prepares auditors to take in-field responsibility for an audit
engagement. It mixes discussion with case studies to provide an in-depth
look at designing and completing the key steps in an audit, including
completing the risk assessment procedures and making appropriate risk
assessments. We include case study work on understanding, evaluating
and verifying a client’s activity level controls within key business cycles.
This session also includes modules on key business skills, including managing an engagement, supervising individuals and reviewing files.
LEVEL 6: DEVELOPING THE EXECUTIVE WITHIN
16 CPE CREDITS | PERSONAL DEVELOPMENT, ACCOUNTING, AUDITING |
ADVANCED
LEVEL 4: EXPERIENCED IN-CHARGE TRAINING
Experience: 6+ years
This course develops individuals who consistently interact and
manage at the executive level. By learning and applying a variety
of methods, participants enhance their effectiveness as emerging
executives. Participants also explore how to increase their business
development and managerial contributions to their firms through
higher level performance. By analyzing the concept of executive
presence, participants discover why it is such a critical component
of business success and career advancement.
24 CPE CREDITS | AUDITING, ACCOUNTING | INTERMEDIATE
Experience: 3 – 4 years
This course moves experienced auditors beyond the basics, building
upon experiences with leading engagements and providing insights
and best practices on supervising, motivating and evaluating team
members. The course challenges experienced auditors to improve
the effectiveness and efficiency of their audit engagements through
exercises and case studies on common audit scenarios. It also provides
PREMIER & PREMIER PLUS:
Subscription packages include 25% off regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier,
40 hrs Premier Plus. No expiration. Details: page 30.
EARLY BIRD DISCOUNT:
Save 15% on public seminars! Early Bird prices shown in orange. Expires: May 15, 2015
Catalog code: CCADM15
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AUDITWATCH
SEE BOTTOM OF PAGE FOR DETAILS.
TAXWATCH UNIVERSITY
TAX STAFF TRAINING FROM AUDITWATCH AND PPC
PPC In-House training and AuditWatch now offer multiple levels of core tax staff training to your firm. The progressive training begins with
an entry-level course focused on common topics likely to be encountered in the first year. This is followed by courses that provide greater
depth on corporate tax issues, partnerships, LLCs and other special entities. This integrated curriculum is available through public seminars
or in-house training.
TAXWATCH UNIVERSITY — LEVEL 1
TAXWATCH UNIVERSITY — LEVEL 4
24 CPE CREDITS | TAXATION | BASIC
24 CPE CREDITS | TAXATION | ADVANCED
Experience: 3 – 4 years
This program is designed to advance a tax professional into
more complex taxation issues. The program includes sessions
on tax planning and saving strategies related to individuals and
corporations. It also continues to provide training on technical
tax issues mainly related to pass-through entities including
partnerships and LLCs and more advanced corporate and
individual issues.
Experience: 0 – 1 year
This practical, hands-on program is designed for tax professionals
primarily in their first year. This course provides learning
opportunities surrounding common individual and corporate tax
topics that they may encounter. The course is designed to provide
information on the tax rules and to challenge the participants to
complete case studies and exercises where they apply the rules
and complete actual tax forms.
TAXWATCH UNIVERSITY — LEVEL 2
TAXWATCH UNIVERSITY — LEVEL 5
24 CPE CREDITS | TAXATION | INTERMEDIATE
16 CPE CREDITS | TAXATION, PERSONAL DEVELOPMENT, COMMUNICATION |
ADVANCED
Experience: 1 – 2 years
This practical, hands-on program is designed for tax professionals
in their first or second year. This course provides learning
opportunities on intermediate corporate, individual and other
entity type tax topics. The course is designed both to provide
information on the tax rules and to challenge the participants to
complete case studies and exercises where they apply the rules
and complete tax forms.
Experience: 5+ years
This program is designed for seasoned tax professionals who
would like to develop skill sets beyond the technical arena. This
program focuses on business skills critical for professionals, such
as practice development, management and communication.
In addition, the course contains timely technical tax topics and
updates as appropriate.
TAXWATCH UNIVERSITY — LEVEL 3
FOR MORE INFORMATION AND SCHEDULING
24 CPE CREDITS | TAXATION | INTERMEDIATE
cl.thomsonreuters.com/a
800.231.1860 for public seminars
800.775.9866 for in-house and customized training
Experience: 2 – 3 years
This program is designed for tax professionals with multiple
years’ experience. This course provides learning opportunities on
intermediate to advanced issues dealing with pass thru entities
including S corporations, partnerships and LLCs and individual
topics. The course is designed to provide information on the tax
rules and includes challenging case studies and exercises where
they apply the rules and complete actual tax forms.
PREMIER & PREMIER PLUS:
Subscription packages include 25% off regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier,
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EARLY BIRD DISCOUNT:
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Catalog code: CCADM15
AUDITWATCH
SEE BOTTOM OF PAGE FOR DETAILS.
YELLOW BOOK
UNIVERSITY
With this multi-day series, you can choose to attend just the
sessions that are most important to you.
DAY 1: AUDITING NONPROFIT ORGANIZATIONS
AND GOVERNMENTAL AGENCIES
8 CPE CREDITS | AUDITING (GOVERNMENTAL) | BASIC
This session focuses on the fundamentals of auditing nonprofit
organizations and governmental entities including their unique
characteristics. This session is designed to provide practitioners
that are new to this practice area an overview of the audit
fundamentals and to provide the experienced auditor with a solid
refresher.
WEB-BASED NEW HIRE
TRAINING “BOOT CAMP”
FOR AUDIT STAFF
DAY 2: PERFORMING EFFICIENT AND EFFECTIVE SINGLE AUDITS
8 CPE CREDITS | AUDITING (GOVERNMENTAL) | BASIC
In this session, you will learn the key responsibilities of the auditor
including how to determine major programs. Special attention is
given to common single audit deficiencies, best practices, efficient
and effective methods to test internal controls and compliance
requirements (including sampling techniques) and development of
meaningful audit findings.
16 CPE CREDITS | ACCOUNTING, AUDITING | BASIC
We have taken our popular AuditWatch University Level 1: Basic
Staff Training course and redesigned it to be delivered via the web.
In this course, we will use WebEx, a web-based interactive learning
platform, to lead participants through the key information they
need to succeed as new staff auditors. The course is led by an
AuditWatch instructor and combines lecture, interactive exercises
and discussion. Topics include role of the staff accountant and
scope of services, workpaper documentation and audit procedures,
introduction to the audit plan and an in-depth review of the most
common audit areas assigned to new staff, such as cash, accounts
receivable, accounts payable, inventory and more!
DAY 3: GOVERNMENTAL AND NONPROFIT UPDATE
8 CPE CREDITS | ACCOUNTING, ACCOUNTING (GOVERNMENTAL), AUDITING,
AUDITING (GOVERNMENTAL) | UPDATE
In this session, we update you on recently issued and effective
authoritative pronouncements affecting governmental and
nonprofit entities — including accounting, auditing, ethics,
regulatory and compliance issues. This session will also address
the practical implementation and practice issues related to the
most significant new standards.
PUBLIC WEB SEMINAR:
DAY 4: AUDITING NONPROFIT ORGANIZATIONS AND
GOVERNMENTAL ENTITIES — ADVANCED TOPICS
November 10 – 11
9:00 a.m. – 5:00 p.m. CST | $379 per attendee
Call us at 800.231.1860 for more information.
8 CPE CREDITS | ACCOUNTING, ACCOUNTING (GOVERNMENTAL), AUDITING,
AUDITING (GOVERNMENTAL) | ADVANCED
This session focuses on advanced audit and accounting issues unique
to performing audits of nonprofit organizations and governmental
entities. Topics include common practice and implementation issues
relating to recent standards and recent risk alerts.
IN-HOUSE:
$6,995 for first 10 participants, $295 per person for additional
participants (more than 10).
Call us at 800.775.9866 for more information.
PREMIER & PREMIER PLUS:
Subscription packages include 25% off regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier,
40 hrs Premier Plus. No expiration. Details: page 30.
EARLY BIRD DISCOUNT:
Save 15% on public seminars! Early Bird prices shown in orange. Expires: May 15, 2015
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AUDITWATCH
SEE BOTTOM OF PAGE FOR DETAILS.
PUBLIC SEMINAR SCHEDULES
AUDITWATCH UNIVERSITY PUBLIC SEMINAR SCHEDULE
Level 1:
Basic Staff
Seminar City
Atlanta
Boston
Chicago — A
Chicago — B
Cleveland
Dallas/Fort Worth Area
Denver
Houston
Las Vegas
Los Angeles
Nashville
New York City
Philadelphia NEW LOCATION!
Portland
Salt Lake City
San Francisco — A
San Francisco — B
Rockville — A
Rockville — B
Washington DC
Web-Based
4 Days ($1,292)
$1,098 Early Bird*
10/27-30
11/3-6
11/10-13
11/17-20
11/3-6
11/10-13
11/10-11
Level 3:
Beginning
In-Charge
Level 4:
Experienced
In-Charge
Level 4.5:
Taking the
Next Step
Level 5:
Moving Beyond
In-Charge
3 Days ($989)
$841 Early Bird*
10/6-8
5/12-14
6/9-11
9/9-11
9/15-17
7/21-23
9/1-3
10/20-22
9/9-11
10/20-22
8/4-6
12/1-3
9/29-10/1
9/9-11
3 Days ($989)
$841 Early Bird*
8/4-6
5/19-21
6/16-18
10/20-22
10/6-8
7/28-30
9/9-11
11/3-5
9/22-24
10/5-7
9/15-17
11/17-19
9/22-24
10/27-29
8/25-27
7/21-23
10/27-29
10/27-29
3 Days ($989)
$841 Early Bird*
8/11-13
6/2-4
6/23-25
11/17-19
10/26-28
8/11-13
12/2-4
11/10-12
10/20-22
10/28-30
9/22-24
11/2-4
9/1-3
10/6-8
11/17-19
7/28-30
10/5-7
12/1-3
2 Days ($659)
$560 Early Bird*
8/17-18
3 Days ($989)
$841 Early Bird*
8/19-21
6/16-18
2 Days ($659)
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AUDITWATCH
AUDITWATCH CONSULTING
Why AuditWatch
?
Our Reputation and Experience.
We are the premier training and productivity consulting organization for the audit profession, with a customer base built from satisfied
customer referrals. We have worked with the majority of Top 100 CPA Firms and several state auditor offices. Our consultants are CPAs
who have worked at national, regional and local firms. They have consulted with a diverse array of organizations and industries, reviewed
hundreds of engagement files and are familiar with many different audit approaches and audit methodologies.
Our Approach.
We have experienced consultants who deliver the AuditWatch Experience: a focus on practical advice that applies in the real world,
delivered through engaging sessions that promote interaction and participation. Our consulting services are tailored to each engagement,
maximizing our time together and your return on investment.
Our Successes.
Our customers often see immediate positive improvements in quality and efficiency and increased consistency among their teams and
offices.
Our Expertise.
Among efficiency programs, the AuditWatch Productivity Program stands out for its unique combination of productivity tools, professional
experience and technical expertise, enabling us to effectively identify issues, make recommendations and work with you to implement
solutions. We understand the auditing standards, current practices of today’s auditors and the practical application of current audit
methodologies. We also employ tools and concepts such as value stream mapping, waste elimination, DMAIC (Define, Measure, Analyze,
Improve and Control) and other quality tools from LEAN, Six Sigma and other approaches to productivity.
PROCESS
APPROACH
Challenging the flow of the process at
the firm-wide and engagement-team
levels, including:
Making changes to the way an
audit engagement team plans,
executes and documents an audit,
including:
• Planning
• Review
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• Client management
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audit procedures
• Engagement wrap-up
• Production of deliverables
• Scheduling
Focus: Achieving a lean process and
eliminating waste.
• Eliminating non-value-added
procedures and documentation
• Reducing errors to minimize review
points and rework
Focus: Challenging the way things
have been done in the past.
CONTROL
Measuring and controlling audit
productivity at the firm-wide and
engagement-team levels, including:
• Using practical and effective
budgets
• Identifying key engagement
productivity metrics
• Analyzing and following up on
results
• Establishing accountability
Focus: Establishing an ongoing
process to measure, analyze and
improve audit productivity.
not only experienced better realization and efficiency but created
“ We
more opportunity for staff development. Our staff members were
better prepared for fieldwork and more engaged with our clients. ”
— Bryna Campbell Engel
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Call 800.775.9866
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AUDITWATCH
AUDITWATCH CONSULTING
AuditWatch Productivity Program
The AuditWatch Productivity Program is a change driver designed to improve audit efficiency, quality and profitability. Our consultants work
with you to reengineer the following critical aspects of the audit:
The AuditWatch Productivity Program
Through the highly customized AuditWatch Productivity Program we work with you to determine the best way to identify and address your
productivity issues, which may include:
• Reviewing audit engagement files, interviewing firm personnel, sending surveys and evaluating your audit methodology to diagnose
specific productivity issues and opportunities
• Designing a productivity seminar to teach audit quality and efficiency principles, address obstacles and establish consensus about the
path forward
• Conducting team reengineering workshops or facilitated planning sessions to guide team members in implementing changes to the
engagement-level audit process, approach and control
• Organizing an audit productivity task force to establish the metrics, responsibilities and accountability for driving the initiative forward
AuditWatch Productivity QuickStart
The AuditWatch Productivity QuickStart is an affordable solution that provides valuable and practical information about how to prioritize
your productivity efforts. Our consultants will review up to four of your audit engagements and provide feedback related to:
•
•
•
•
•
•
Efficiency and quality improvement opportunities
Execution of the audit methodology
Performance of audit procedures
Documentation
Over- or under-auditing
Your audit approach compared to other firms
This consulting engagement ends with a web-based meeting to discuss our observations, showing examples from your files and presenting
you with a focused list of productivity opportunities and immediate action items.
AuditWatch Productivity QuickStart for Review Engagements
We will examine two of your review engagement files and look for opportunities to improve quality and efficiency. This program is conducted
by experienced AuditWatch consultants and is designed to aid review practitioners and firm leadership in recognizing, framing and
prioritizing opportunities for improvement in review engagements.
CURRICULUM CONSULTING SERVICES
FROM AUDITWATCH
AuditWatch consultants will evaluate your firm’s current learning and development
program as well as the firm’s approach to delivering continuing professional education
(CPE). AuditWatch will conduct a full diagnostic including conducting firm surveys and
interviews and reviewing firm training objectives and long term goals. We will provide
recommendations for the continued improvement of your program to enable your team
to develop professionally and receive more quality and timely continuing professional
education (CPE). After we have gained an understanding of your firm’s learning and
development needs and objectives, we will make recommendations to your current
program that are aligned with your firm’s strategic business goals and industry
standards.
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AUDITWATCH
AUDITWATCH TECHNOLOGY SOLUTIONS
Power Play is a consulting service that allows you to work with our experienced auditors to perform analyses and testing of your clients’
data using specialized software. We help you design your tests, obtain electronic data from your clients, perform the analyses and send
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clients to get information!
POWER PLAY — INCREASE AUDIT QUALITY AND EFFICIENCY
Today’s audit standards all but mandate the use of data extraction
software on our engagements. While some firms have chosen
to purchase licenses of these software tools and have all of their
users trained to use them, many firms may not have that luxury.
AuditWatch’s Power Play allows your firm to outsource your data
extraction needs to a qualified expert. We can help you:
WHAT IS DATA EXTRACTION?
Data extraction is a powerful tool that improves the quality of
audit evidence with a significant reduction in cost. Data extraction
gives you the power to:
• Import your clients' electronic financial data
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scanning populations for potential misstatements
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required by AU-C Section 240, that are difficult to perform
manually
• Produce reports with the information you need in the format
best suited for audit procedures, such as analytical procedures
• Easily analyze reports provided by your client that were earlier
considered “ugly” and “unusable”
• Harness the power of data extraction on your engagements
• Increase quality and efficiency of your audits, specifically in
complying with AU-C Section 240 and other audit standards
• Eliminate the risk of having your data extraction expertise
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• Minimize or eliminate expensive software purchases and
maintenance fees
Using Power Play allows your engagement team to focus on
other important areas, while your data extraction procedures are
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reporting. This process allows for maximum efficiency on both
ends, all while reducing the amount of time (and money!) your staff
spends on each audit area.
WE’LL HELP YOU UTILIZE DATA EXTRACTION SOFTWARE
TO IMPROVE YOUR PROJECTS!
CALL 800.775.9866 TODAY.
Rounded
whole number
A summary report,
created by Power
Play, that identified
journal entries that
met specific audit
risks of material
misstatements
Holiday
Specific text
OUR EXPERIENCED AUDITORS AND
SOFTWARE SPECIALISTS WILL HELP
YOU HARNESS THE POWER OF DATA
EXTRACTION SOFTWARE ON YOUR
ENGAGEMENTS!
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AUDITWATCH
A TYPICAL POWER PLAY ENGAGEMENT
IDENTIFICATION AND SELECTION OF PROCEDURES
REPORTING AND DOCUMENTATION
• We can assist engagement teams in recognizing opportunities
to utilize data extraction software to improve their projects.
• Teams submit the draft and/or final requests to a secure
website that we set up exclusively for your firm's use. Website
tools help the auditor to pick and click procedures or just
provide suggestions.
• We provide the engagement team a price quote for the specific
services requested. For very common or repetitive requests, we
may offer standard pricing options.
• For most projects, we prepare a memo that serves as a main
part of the team’s documentation.
• For most projects, data files are created with transactions,
sample items, analytical procedures, or exceptions that have
been created based on the team’s requests.
WE’LL HELP YOU UTILIZE DATA
EXTRACTION SOFTWARE TO IMPROVE
YOUR PROJECTS!
OBTAINING DATA
• The engagement team can obtain the data themselves or ask
us to assist with this process.
• We can work with almost any data format your client can
produce.
Visit cl.thomsonreuters.com for additional information
about our technology solutions.
DATA PROCESSING
• We perform the procedures you request and generate the
results.
• We confer with the engagement team as we perform the
procedures to address any surprises or issues that we identify.
IN-HOUSE DATA EXTRACTION SOFTWARE TRAINING
MASTERING THE BASICS OF DATA EXTRACTION SOFTWARE
16 CPE CREDITS | AUDITING, SPECIALIZED KNOWLEDGE AND
SPOTTING OPPORTUNITIES TO USE DATA EXTRACTION
SOFTWARE
APPLICATION | BASIC
4 CPE CREDITS | AUDITING | OVERVIEW
This hands-on computer course is for new users of data extraction
software and those who want to review basic and intermediate
software functions. Participants learn to:
• Master the key commands and functions of IDEA software
• Identify numerous applications of the software
• Obtain and import basic and complex data files typically
received from clients
• Understand the software’s reporting features and workpaper
assistance tools
• Use software-driven results to make audit conclusions
Ideal for firms seeking to expand their use of data extraction
based procedures. This course helps engagement decision-makers
recognize situations where their teams can use data extraction to
improve quality and efficiency. Participants learn to:
• Assess the cost-benefit of using data extraction software on
specific engagements
• Identify basic and creative uses of the software (including the
latest innovative applications to help comply with emerging
audit standards)
• Interpret, document and communicate results to clients
• Identify ways to use data extraction software as a
marketing tool to prospective clients
Seminar Price (up to 10 participants): $5,400, includes
instructor fee and course materials for up to 10 participants.
Additional Participants: $279 per participant (maximum size
of program is 16 participants) plus out-of-pocket expenses.
Each participant must bring a computer with the current version
of IDEA already loaded and a license key (if applicable).
Seminar Price: $2,599, includes instructor fee and course
materials for up to 10 participants. Additional participants:
$129 per participant plus out-of-pocket expenses.
Check our website for additional information on our data extraction solutions: cl.thomsonreuters.com
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IN-HOUSE SPEAKERS
AUDITWATCH AND PPC IN-HOUSE SPEAKERS
Visit youtube.com/trainingcpe to watch brief video bios from AuditWatch speakers!
AW
AW
AW
AW
PETE BIEGHLER, CPA, has
been with AuditWatch since
2002. He was formerly with
Katz, Sapper & Miller and
Crowe Chizek. Pete
graduated from Ball State
University and currently
resides in Indiana.
WENDY HASSIEPEN, CPA
owns a firm in Newark,
Delaware specializing in tax
consulting and compliance
services for individuals and
small businesses. Wendy
was formerly with KPMG in
Philadelphia, PA as well as
a local firm in Delaware.
She currently resides in
Delaware.
AW
PPC
WAYNE KERR, CPA has
been with AuditWatch since
2004. He was formerly with
Grant Thornton. Wayne
graduated from Brigham
Young University and
resides in Utah.
JENNIFER KOWAL, JD is
a tax professor and the
director of the graduate
tax program at Loyola Law
School in Los Angeles. She
formerly practiced law with
firms in Los Angeles and
Boston. She currently
resides in Los Angeles.
Catalog code: CCADM15
AW
SONYA LANEY, CPA owns
and operates her own
accounting and tax practice,
where she prepares
corporate, personal and
estate and gift returns. She
currently resides in Florida.
SUSAN C. LONGO, CPA is
a consultant who previously
worked for a national
accounting firm, where she
received extensive auditing
experience with
governmental agencies,
Fortune 500 companies,
and business consulting.
She has authored, edited
and instructed courses in
accounting, auditing,
nonprofits and
governmental entities.
TROY MANNING, CPA
has over 20 years of
diverse experience in the
government and the
not-for-profit sectors. She
was formerly a partner at a
regional public accounting
firm. Troy graduated from
Florida International
University and has her
Master of Accounting from
Nova University.
17
AW
AW
CHRIS MARTIN, CPA has
been with AuditWatch since
2003. He was formerly with
Arthur Andersen. Chris
graduated from Florida
State University and
currently resides in
California.
SUNISH MEHTA, CPA has
over 20 years of experience
in assurance and advisory
services having worked at
Ernst & Young LLP,
PricewaterhouseCoopers
LLP and IBM Global
Business Services. He is a
graduate from California
State University, Northridge.
NATE MOHR, CPA has
been with AuditWatch since
2004. He was formerly an
audit manager with
Deloitte. Nate currently
resides in Michigan.
AW
SHAWN O’BRIEN, CPA
joined AuditWatch in 2005.
He was formerly with
Deloitte. Shawn graduated
from Duquesne University
and resides in Pennsylvania.
AW
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IN-HOUSE SPEAKERS
AUDITWATCH AND PPC IN-HOUSE SPEAKERS
TIM O’BRIEN, CPA has over
40 years of tax experience.
He currently works as a tax
consultant. He was formerly
with Arthur Andersen. Tim
currently resides in Virginia.
AW
AW
AW
JENNIFER PICKLES joined
AuditWatch in 2007. She
was formerly with KPMG.
Jennifer graduated from
California State University,
Northridge and resides in
Arizona.
ROBERT “CHRIS”
PROVINCE, CPA specializes
in taxation of high net worth
individuals and closely held
businesses. Chris formerly
served as a tax partner and
senior tax member for
PPC AW
several local, regional and
national CPA firms. Chris currently lives in
Texas.
AW
ERICKA RACCA, CPA, CIA
joined AuditWatch in 2007.
She was formerly with
Deloitte. Ericka graduated
from Assumption College
and resides in
Massachusetts.
AW
PPC
BRENDA SMITH, CPA is
the founding partner of her
own firm and has over 25
years of tax and financial
management experience.
She was formerly with
Deloitte and another large
regional firm. She currently
resides in Pennsylvania.
JACQUIE SONGER, CPA
has been with AuditWatch
since 2002. She was
formerly with Ernst &
Young. Jacquie graduated
from the University of
Maryland and holds a MS
degree from Mercer
University. Jacquie resides
in New Mexico.
JOHN STEVKO, CPA
graduated from the
University of California at
Davis. He began his career
with Peat, Marwick, Mitchell
& Co. before founding a
local firm in Beaverton,
Oregon specializing in
taxation. He now lives and
practices in Southwest
Washington.
LAURIE A. STILLWELL,
CPA operates her own
practice in Saratoga
Springs, specializing in
working with small
businesses, professional
practices and their owners.
PPC AW
Laurie began her career at
PricewaterhouseCoopers LLP and worked
with several local and regional accounting
firms. Laurie currently lives in New York.
AW
AW
JEX VARNER, CPA joined
AuditWatch in 2006. He
was formerly at Grant
Thorton where he was
National Director of
Technical Development.
Jex graduated from
Brigham Young University
and resides in Utah.
JULIE WIESE, CPA has
been with AuditWatch since
2001. She was formerly with
Deloitte. Julie graduated
from the University of
Illinois and currently resides
in Illinois.
Meet AuditWatch
speakers and consultants
via brief video bios on
our YouTube channel at
youtube.com/trainingcpe.
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Catalog code: CCADM15
IN-HOUSE TRAINING
ON-SITE CUSTOMIZED TRAINING
FOR MORE INFORMATION, VISIT CL.THOMSONREUTERS.COM/H OR CALL 800.387.1120.
In-House Training consists of over 50 PPC in-house seminars
offered on accounting and auditing, management, staff training,
tax and Yellow Book topics.
Full day classes earn eight credits and cost as little as $2,999
(plus instructor’s travel costs) per day for the first 10 participants
($105 per additional person).
Build your own training day unique to your organization’s
needs. Choose from our two- and four-hour course modules to
custom design a CPE seminar.
• Choose from our highly rated instructors or provide your own
with our “materials only” format
• Current, relevant course content is continually revised
• Also available: TaxWatch University presented by PPC
and AuditWatch (see page 10 for details)
IN-HOUSE TRAINING
1040 INDIVIDUAL TAX UPDATE
AUDITS OF EMPLOYEE BENEFIT PLANS USING THE
PPC AUDIT APPROACH
T40F | 16 CPE CREDITS | TAXATION | UPDATE
GBPF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
This comprehensive course is both a review and an update, covering
key tax issues for completing a broad range of tax returns and all
major aspects of income, deductions and credits. Topics include
coverage of key legislation, court cases, rulings, procedures rulings
and announcements. The course is updated to the date of the
seminar and will provide you with the insight, practice tips and tools
you need for the upcoming busy season.
THE AUDITWATCH ACCOUNTING
AND AUDITING UPDATE
Designed for accountants in public practice and industry that
want to increase their effectiveness in auditing employee
benefit plans, this course provides an in-depth review of ERISA
regulations and focuses on an efficient compliance audit
methodology for those rules. Regulators are concerned about
compliance with DOL and IRS regulations — not just traditional
financial statement reporting. Therefore, auditors need to focus
on two issues: 1) what constitutes noncompliance and how
noncompliance might occur and 2) what the auditor is required
to test to determine if there is noncompliance. This course
explains how to audit employee benefit plans in compliance
with DOL and the AICPA Audit and Accounting Guide: Employee
Benefit Plans. Discussion will focus on common deficiencies
in examining contributions, distributions, participant data,
investments and prohibited transactions.
BEST SELLER!
AAUF | 8 CPE CREDITS | ACCOUNTING, AUDITING | UPDATE
In this course we deliver what you need to know about newly issued
authoritative pronouncements of the FASB and AICPA along with
other developments of interest to practitioners serving small- and
middle-market businesses. Course material is updated throughout
the year so it is always current. We tailor the discussion to your
firm by reviewing the agenda with you and focusing on those items
most relevant to your practice. In addition, we can work with you to
customize the course content by removing topics you don’t want
to cover and including topics that go beyond the accounting and
auditing update. Examples of custom-selected topics include key
issues in audit productivity, improving analytical procedures, audit
sampling, engagement management, audit documentation, audit
planning, leadership and supervision and feedback.
BEST PRACTICES IN UTILIZING PPC'S SMART PRACTICE AIDS:
KEY ISSUES IN RISK ASSESSMENT
GRSF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
This course provides best practices for using PPC's SMART Practice
Aids — Risk Assessment to efficiently complete and document risk
assessment procedures. The course blends practical discussions
on best practices for performing risk assessment procedures
with how to use the PPC software to its fullest. The course
focuses on obtaining and documenting an understanding of the
entity (including internal controls), identifying, assessing and
documenting risks and creating tailored audit programs.
The course can be modified to include PPC's SMART Practice Aids­
— Fieldwork upon request.
Best Seller! Call today to bring this popular course to your firm!
800.387.1120.
ANALYTICAL PROCEDURES
PROF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
Analytical procedures are powerful tools in planning and
performing audit and review engagements. In many cases they
can provide greater assurance and are more efficient than tests of
details. This course helps accountants take full advantage of the
power of analytical procedures by providing guidance on how to
develop and apply appropriate and effective analytical procedures
in GAAS audits and SSARS reviews.
BUSINESS ENTITIES TAX UPDATE
BETF | 8 CPE CREDITS | TAXATION | UPDATE
Find out what you need to know about all of the latest federal tax
law changes, court decisions and IRS pronouncements related
to partnerships, LLCs and C and S corporations. Identify ways
to integrate the latest tax law changes into your planning and
compliance engagements and provide more value-added services
to your clients. This seminar will help participants effectively
prepare quality corporate returns, maximize efficiency and avoid
tax practice liability problems.
NEED HELP CHOOSING THE RIGHT COURSE FOR YOUR
ORGANIZATION? Call Barbara Marino at 800.387.1120.
EFFECTIVE HUD AUDITS
HUDF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
This seminar provides guidance on audits of for-profit and
nonprofit multifamily projects that receive financial assistance from
HUD. It covers recent revisions to the HUD Consolidated Audit
Guide and the latest regulations from HUD, as well as any changes
required by current AICPA projects.
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IN-HOUSE TRAINING
EVALUATING AND TESTING INTERNAL CONTROLS
PERFORMING COMPILATION AND REVIEW ENGAGEMENTS
ICCF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
CRIF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
Do you feel that your approach to obtaining an understanding of
your client’s internal controls is not as efficient or effective as it
could be? This course is designed to help auditors increase their
efficiency and effectiveness by applying a top-down, risk-based
approach to internal controls. The course includes interactive case
studies designed to practice the various steps of a top-down, riskbased approach. The course also addresses when it makes sense
to test controls, how to perform and evaluate those tests and how
the testing affects your substantive audit procedures.
This course outlines the requirements for compilation and review
engagements, performing them more effectively and responding
to special situations. The course integrates the most recent
SSARS standards with revised PPC practice aids. The materials
discuss common deficiencies noted in compilation and review
engagements.
PERFORMING EFFICIENT AUDITS OF NONPUBLIC COMPANIES
USING THE PPC AUDIT APPROACH
BEST SELLER!
GRNF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
EVALUATING AND TESTING INTERNAL CONTROLS
WITH PPC'S SMART PRACTICE AIDS — INTERNAL CONTROLS
This course provides practical guidance to conduct efficient
and effective audits of small businesses using PPC’s Guide
to Audits of Nonpublic Companies. The course highlights the
latest implementation guidance from standard setters and best
practices on the current PPC practice aids. Major topics include:
risk assessment, formulating the audit strategy, audit planning,
evaluating and testing internal controls, designing and performing
further audit procedures, audit sampling and audit documentation.
Best Seller! Call today to bring this popular course to your firm!
800.387.1120.
ICAF | 8 CPE CREDITS | AUDITING | INTERMEDIATE
Utilizing PPC’s SMART Practice Aids — Internal Control software,
the course includes interactive case studies designed to practice
the various steps of a top-down, risk-based approach. The course
also addresses when it makes sense to test controls, how to
perform and evaluate those tests and how the testing affects
substantive audit procedures. The course can be modified to
include PPC's SMART Practice Aids — Fieldwork upon request.
PROFESSIONAL ETHICS FOR ACCOUNTANTS
FINANCIAL REPORTING AND DISCLOSURES
FOR SMALL BUSINESSES
ETHF | 8 CPE CREDITS | REGULATORY ETHICS | BASIC
FRDF | 8 CPE CREDITS | ACCOUNTING | BASIC
This course provides an overview of the ethical standards that
are required to be followed by tax and accounting professionals
today. It covers the basic tenets of the AICPA Code of Professional
Conduct, why the code is necessary and how it is organized. It
also covers guidance provided by other ethics standard setting
bodies such as the IRS, SEC, GAO and IFAC. Real-life scenarios and
discussions aid the practitioner in exploring ethical concepts and
decision-making theory that can be used in daily practice when
ethical situations are encountered.
This course provides an overview of standards related to financial
statements and financial statement disclosures. This course
discusses the statements of financial position, statement of
operations, statement of comprehensive income, statement of
cash flows, statement of stockholders’ equity and notes under both
GAAP and Special Purpose Framework bases of accounting.
PPC’S FEDERAL TAX UPDATE
BEST SELLER!
PTUF | 8 CPE CREDITS | TAXATION | UPDATE
SAMPLING: WHERE, WHEN AND HOW
This seminar offers practical insights into the ever-changing world
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also features tax planning tips as well as numerous practice aids
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Includes expanded coverage of Healthcare Reform.
DVD instructional tool also available!
SAMF | 8 CPE CREDITS | AUDITING | BASIC
This course explains the use of sampling in an audit. The course
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practice aids. It provides a solid understanding of basic and more
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to recognize situations where sampling is and is not likely to be
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Best Seller! Call today to bring this popular course to your firm!
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Catalog code: CCADM15
21
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IN-HOUSE TRAINING
PPC IN-HOUSE COURSE MODULES
BUILD A DAY OF TRAINING UNIQUE TO YOUR FIRM'S NEEDS
ADVANCED TOPICS IN AUDITING
GOVERNMENTAL ENTITIES
AUDIT SAMPLING
ASMF | 2 CPE CREDITS | AUDITING | BASIC
AUGFS | 4 CPE CREDITS | ACCOUNTING (GOVERNMENTAL), AUDITING
This module provides a high level overview of the use of audit
sampling in an audit. It provides tips for the most efficient and
effective approach to audit sampling and is based on the PPC audit
sampling practice aids. Course features include: overview and tips
for using PPC practice aids, sample planning and evaluation for
substantive tests and sample planning and evaluation for tests of
controls.
(GOVERNMENTAL) | ADVANCED
This session focuses on advanced accounting and auditing issues
unique to performing audits of governmental entities. Topics
include common practice and implementation issues relating
to recent standards and recent risk alerts. The workshop style
presentation includes exercises, examples and group discussion.
This course includes discussion of advanced practice issues
appropriate for experienced auditors. Guidance is provided for
using PPC forms and practice aids in performing governmental
organization audits.
CURRENT DEVELOPMENTS IN ACCOUNTING AND AUDITING
AAMF | 4 CPE CREDITS | ACCOUNTING, AUDITING | UPDATE
The accounting profession continues to evolve as standard setting
bodies evaluate new standards and re-evaluate old ones. This
module focuses on recent pronouncements from standard setting
bodies, including the AICPA and FASB, that affect the preparation
of financial statements and the conduct of audits. Emphasis is
placed on knowledge and awareness of the new standards and
pronouncements.
ADVANCED TOPICS IN AUDITING
NONPROFIT ORGANIZATIONS
AUNFS | 4 CPE CREDITS | ACCOUNTING, AUDITING | ADVANCED
This module focuses on advanced accounting and auditing issues
unique to performing audits of nonprofit organizations. Topics
include common practice and implementation issues relating to
recent standards and recent risk alerts.
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Catalog code: CCADM15
IN-HOUSE TRAINING
FASB UPDATE
KEY ISSUES IN COMPILATION AND REVIEW ENGAGEMENTS
FAMF | 4 CPE CREDITS | ACCOUNTING | UPDATE
CRMF | 2 CPE CREDITS | ACCOUNTING | BASIC
This course is vital for accountants in the industry who need
to brush up on recent accounting pronouncements that affect
financial reporting. The latest accounting standards updates,
exposure drafts and guidance will be discussed.
This module addresses some of the key issues involved in
conducting compilation and review engagements. Upon
completion of this module, participants will be able to identify and
effectively address key issues that affect the conduct of compilation
and review engagements.
FINANCIAL STATEMENT DISCLOSURES
NONPROFIT ACCOUNTING AND AUDITING UPDATE
FSMF | 4 CPE CREDITS | ACCOUNTING | BASIC
NPMF | 4 CPE CREDITS | ACCOUNTING, AUDITING | UPDATE
Authoritative pronouncements mandate many types of disclosures
but do not mandate the manner of presentation. Some disclosures
are best presented in separate notes rather than in the basic
financial statements. This module examines the requirements,
form and style of required financial statement disclosures.
Discussion also includes common problems in preparing frequent
disclosures, common problems in preparing general disclosures
and the disclosure checklist.
This update will focus on recent pronouncements that affect the
financial accounting and auditing for nonprofit organizations.
Emphasis will be on practical application of the new standards and
pronouncements. Discussion will also include new GAO and OMB
requirements.
PROFESSIONAL ETHICS FOR ACCOUNTANTS — SELECTED
TOPICS
GOVERNMENTAL ACCOUNTING AND AUDITING UPDATE
ETMF | 2 CPE CREDITS | REGULATORY ETHICS, BEHAVIORAL ETHICS | BASIC
GVMF | 4 CPE CREDITS | ACCOUNTING (GOVERNMENTAL), AUDITING
This course updates the tax and accounting practitioner on the
most recent changes in ethical standards required to be followed
by the AICPA Code of Professional Conduct, IRS, SEC, GAO and
IFAC. Real-life scenarios and comprehensive case studies aid
the practitioner in exploring the most recently identified ethical
concepts that challenge practitioners today.
(GOVERNMENTAL) | UPDATE
This update will focus on recent pronouncements that affect
the financial accounting and auditing for governmental units.
Emphasis will be on practical application of the new standards and
pronouncements. Course features include: accounting standards
affecting governmental organizations, new auditing standards and
new OMB requirements.
Catalog code: CCADM15
23
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CPE NETWORK
TIMELY NEWS AND IN-DEPTH ANALYSIS
FOR MORE INFORMATION, VISIT CPEASY.COM/FIRMCAT OR CALL 800.874.0304.
Group-study videos deliver timely news and in-depth analysis
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questions and suggested answers, supplemental reference material
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Bisk CPEasy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry
of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be
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CPE NETWORK
MONTHLY VIDEO SUBSCRIPTIONS
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CPE NETWORK TAX REPORT
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CPE NETWORK ACCOUNTING
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33 CPE CREDITS | ACCOUNTING & AUDITING |
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CHECKPOINT LEARNING
COMPLETE LEARNING MANAGEMENT FOR TAX, ACCOUNTING
AND FINANCE PROFESSIONALS
FOR MORE INFORMATION, CALL 800.231.1860.
Checkpoint Learning provides CPE compliance
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• Purchase and complete courses individually or as part of a
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(Page 30)
• Optimized for tablet view on your iPad mobile device
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ONLINE LEARNING
SEE BOTTOM OF PAGE FOR DETAILS.
LEARNING MANAGEMENT TOOLS
Checkpoint Learning is the most comprehensive
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REQWIRED TOOLS — NOW PART
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Checkpoint Learning integrates the best of the many tools and
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In short, our learning management system (LMS) includes the
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COMPLETE CPE TRACKING AND
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Firm Professionals
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CPE RULES TRACKING
compliance status by email
AND COMPLIANCE
MONITORING FOR:
In addition, our staff ensures the
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Rico). We track requirements for
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at right, plus more than a dozen
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Your firm can even create an in-firm CPE requirement to
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Learning also maintains complete and updated rule summaries for
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education compliance. Learning administrators are provided with
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them of their continuing education status.
Contact us today to discuss
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begin building a learning
plan that’s right for you!
PREMIER AND PREMIER PLUS PACKAGES:
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ONLINE LEARNING
MANAGING YOUR IN-HOUSE SEMINARS
Reqwired learning management tools, within the Checkpoint Learning platform, guide firms through the process of offering and administering
in-house learning opportunities. While robust enough for any type of learning event, our learning management system (LMS) is uniquely suited
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the intuitive learner interface. Administrators will value the time-saving tools for each aspect of in-house education.
SELF-SERVICE COURSE REGISTRATION
Learners can browse the university course calendar and register
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BEYOND CPE COMPLIANCE
Professional development is more than counting
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path module provides firms the framework to:
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SPECIAL FEATURES
COACH ACCOUNTS
Checkpoint Learning can provide team leaders with direct access
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LEARNING PLAN TEMPLATES
Checkpoint Learning’s LMS allows firms to design various
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further use this system to:
• Customize learning plans for individuals
• Generate firm-wide reports to measure the degree to which
employees are meeting learning expectations
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Call or visit us online to learn more about Checkpoint
Learning, powered by Reqwired tools, today!
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Catalog code: CCADM15
CHECKPOINT LEARNING
CPE SUBSCRIPTION PACKAGES
INCREASE LEARNING OPTIONS AND SAVE MONEY
FOR MORE INFORMATION, CALL 800.231.1860.
Checkpoint Learning CPE Subscription Packages
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Choose from the Premier, Premier Plus, Compliance or
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ONLINE LEARNING
SEE BOTTOM OF PAGE FOR DETAILS.
CPE PREMIER AND PREMIER PLUS PACKAGES
If you haven’t subscribed to a Checkpoint Learning CPE Package, we invite you to take a look at how this industry-changing approach to learning
can save you time and money and help keep you at the top of your game with the knowledge and skills you need to serve your clients.
PREMIER PACKAGE
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See following pages for details on virtual conferences.
*Per-user annual pricing applies to firms with under 50 seats; contact us for a price quote if your firm has more than 50 users. Live event discount (Premier Plus and Premier) does not
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MA, MD, MO, NM, NV, NY, ND, OK, OR, VT and VA. Discount does not apply to Gear Up seminars hosted by state societies (which manage their own pricing and registration).
ALSO AVAILABLE:
COMPLIANCE CPE PACKAGE ($199*).
Pair power with affordability! This package was designed specifically for individuals looking to meet their CPE requirements cost-effectively.
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Selection plus affordability! This package was designed for those looking to meet CPE requirements cost-effectively but with a wide
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ethics training.
PREMIER AND PREMIER PLUS PACKAGES:
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Catalog code: CCADM15
CHECKPOINT LEARNING
VIRTUAL CONFERENCES
FOR MORE INFORMATION, VISIT CL.THOMSONREUTERS.COM OR CALL 800.231.1860.
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. You will be able to 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.
Virtual Conference Features
•
•
•
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Attend from anywhere with no travel costs
Up-to-date, relevant training
Well-known experts
Interactive
Visit cl.thomsonreuters.com 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.
Most virtual conferences are presented on LearnLive™; the Year-End Mega-Conference is presented on WebEx™. Both platforms allow you
to view expert content and interact with the speakers.
Log on to the audio broadcast site to hear the presentation through your computer.
ONLINE LEARNING
SEE BOTTOM OF PAGE FOR DETAILS.
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
June 4 and 5 / 9:00 a.m. – 5:00 p.m. CST
September 2 and 3 / 9:00 a.m. – 5:00 p.m. CST
Sessions
Pricing
Price per participant/per conference: $379.
$199 for Checkpoint Learning Premier or Premier Plus subscribers
or CPEasy package subscribers!
• 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 bestpractice takeaways
CPE Information
Level: Intermediate
Advanced Prep: Knowledge of Auditing
CPE Credits: 16
Field of Study: Auditing
Platform: Presented on LearnLive
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
July 29 and 30 / 9:00 a.m. – 5:00 p.m. CST
October 20 and 21 / 9:00 a.m. – 5:00 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
Pricing
Price per participant/per conference: $379.
$199 for Checkpoint Learning Premier or Premier Plus
subscribers or CPEasy package subscribers!
CPE Information
Level: Update
Advanced Prep: None
CPE Credits: 16
Field of Study: Tax
Platform: Presented on LearnLive
PREMIER AND PREMIER PLUS PACKAGES:
$199 special pricing per virtual conference/per attendee for
Premier and Premier Plus subscribers. Call 800.231.1860
to receive special pricing. Subscription details: page 30.
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:
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complete and current Virtual
Conferences course information.
Catalog code: CCADM15
ONLINE LEARNING
SEE BOTTOM OF PAGE FOR DETAILS.
NEW: BIG ISSUES FOR SMALL CLIENTS VIRTUAL CONFERENCE
SMALL AND PRIVATE COMPANY AUDITING AND FINANCIAL REPORTING
Staying up-do-date with new standards, risk alerts and best practices is challenging enough, but having to sift through all of the
information out there to find the few nuggets that actually matter for your clients can sometimes seem impossible. This virtual conference is
designed to block out the noise and focus on just the issues most likely to be important to practitioners serving smaller, private companies.
Conference Objectives: This conference will help you identify
and apply technical GAAP updates, auditing considerations and
practice tips for serving your small, private-company clients.
Who Should Attend? Accountants in public practice providing
audit, review, compilation or accounting services for small, private
companies.
Sessions
• Recognizing the Issues Unique to Small, Private-Company
Engagements
• The New Private Company Financial Reporting Options
• Tips for Implementing SSARS 21 and Launching Your Financial
Statement Preparation Service
• Independence and Small Business Assurance Services
• Panel Discussion: Top Small Business Financial Reporting Issues
• What You Need to Know about Internal Controls in Very Small
Company Audits
• Critiquing and Improving Employee Benefit Plan Audits: A
Demonstration with Workpaper Examples
• Avoiding Common Problems with Financial Statement Disclosures
• So Near and Yet So Far: What Small Businesses Should Be Doing
To Get Ready for the New Revenue Recognition Standard
Conference Speakers: Pete Bieghler, CPA; Wayne Kerr, CPA;
Susan Longo, CPA
Schedule
July 22 and 23 / 10:00 a.m. – 4:00 p.m. CST
September 9 and 10 / 10:00 a.m. – 4:00 p.m. CST
November 5 and 6 / 10:00 a.m. – 4:00 p.m. CST
Pricing
Price per participant/per conference: $379.
$199 for Checkpoint Learning Premier or Premier Plus subscribers
or CPEasy package subscribers!
CPE Information
Level: Intermediate
Advanced Prep: Knowledge of Accounting and Auditing
CPE Credits: 12
Field of Study: Accounting and Auditing
Platform: Presented on LearnLive
NEW: REVENUE FROM CONTRACTS WITH CUSTOMERS VIRTUAL CONFERENCE
ASU 2014-09 — Revenue from Contracts with Customers is the most significant change to financial reporting standards in recent years. This
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guidance. Conference sessions will also include discussion of the likely impact of this new standard on industries, income taxes and audits.
Conference Objectives: This conference will help you identify and
apply changes to financial reporting and related services from the
FASB’s new standard on revenue from contracts with customers.
Who Should Attend? Accountants, auditors and others who need
to understand the impact of new revenue recognition standards
on financial reporting
Sessions
•
•
•
•
•
•
•
•
•
Applying the Five-Step Model for Revenue Recognition
Recognizing Other Key Provisions of the New Standard
Analyzing New Presentation and Disclosure Requirements
Implementation Issues: Not-For-Profit Entities
Implementation Issues: Construction Companies
Implementation Issues: Other Industry Consideration
Tax implications of ASU 2014-09
Auditing implications of ASU 2014-09
Panel Discussion of Key Issues and Q&A
Schedule
October 1 and 2 / 10:00 a.m. – 4:00 p.m. CST
November 10 and 11 / 10:00 a.m. – 4:00 p.m. CST
December 2 and 3 / 10:00 a.m. – 4:00 p.m. CST
Pricing
Price per participant/per conference: $379.
$199 for Checkpoint Learning Premier or Premier Plus subscribers
or CPEasy package subscribers!
CPE Information
Level: Intermediate
Advanced Prep: Knowledge of Accounting and Auditing
CPE Credits: 12
Field of Study: Accounting and Auditing, Tax
Platform: Presented on LearnLive
Conference Speakers:
Paul Munter, CPA; Wayne Kerr, CPA; Susan Longo, CPA; Laurie
Stillwell, CPA
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on the horizon.
Conference Objectives: This conference will provide you with the latest updates and analysis on health care reform issues.
Who Should Attend? Experienced managers, directors, partners — specifically those who deal with health care matters.
Sessions
•
•
•
•
•
•
•
Roundtable Discussion of Recent Developments and Key Updates
Understand the Forms and Calculations for Health Care
Update for Employers
The Tax Treatment of Health Insurance for the Partner and S Corp Shareholder
Discussion of Key Non-Tax Issues
Ask the Experts: Frequently Asked Questions on Implementation Issues
Roundtable Discussion of What Lies Ahead
Conference Speakers: Conference Chair John Stevko, CPA, and a team of TaxWatch, Gear Up and CPEasy Speakers
Schedule
August 4 and 5 / 10:00 a.m. – 4:00 p.m. CST
October 27 and 28 / 10:00 a.m. – 4:00 p.m. CST
December 8 and 9 / 10:00 a.m. – 4:00 p.m. CST
Pricing
Price per participant/per conference: $379.
$199 for Checkpoint Learning Premier or Premier Plus subscribers or CPEasy package subscribers!
CPE Information
Level: Update
Advanced Prep: None
CPE Credits: 12
Field of Study: Tax
Platform: Presented on LearnLive
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Conference Objectives: This conference will help you to identify and apply technical issues, practice management skills and practice tips
to your practice areas.
Who Should Attend? Accounting, auditing and tax professionals.
Sessions
Day 1
•
•
•
•
•
Accounting Roadmap: An Overview of the FASB's Technical Agenda; Where We've Been, Where We're Going and What It Means
Applying LEAN and Six Sigma Concepts to Improve Productivity
Internet Security Tools for Accountants
Challenging Assumptions: Using Real-World Examples to Critique and Improve Audits
Exceeding Exceptions Every Time: Mastering the Exceptional Service Technique
Day 2
•
•
•
•
Tax Savings Tips for High-Income Clients
Federal Tax Year End Round Up — What You Need to Know Now Before Busy Season
Tax Planning Strategies for Small Business
IRS Examination Issues – What’s Hot and Being Scrutinized
Conference Speakers: AuditWatch Consultants, TaxWatch Instructors and other nationally recognized experts.
Schedule
November 19 and 20 / 9:00 a.m. – 5:00 p.m. CST
December 17 and 18 / 9:00 a.m. – 5:00 p.m. CST
January 19 and 20 / 9:00 a.m. – 5:00 p.m. CST
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Price per participant/per conference: $219 per day or $399 for both days
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CPE Information
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Advanced Prep: Knowledge of Tax, Accounting and Auditing
CPE Credits: 8 credits per day or 16 hours for total event
Field of Study: Tax, Personal Development, Accounting and Auditing, Computer Science
Platform: Presented on WebEx™
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Thu
1
2
12 p.m.: Opportunities and
Challenges of a Multigenerational
Workplace (2 hrs)
2 p.m.: Polish Your Presentation
Skills: Best Practices of Dynamic
Presenters (2 hrs)
12 p.m.: LinkedIn for Accountants
(2 hrs)
2 p.m.: Data Privacy and
Encryption (2 hrs)
Fri
3
6
7
8
9
10
12 p.m.: Revenue from Contracts
with Customers: An Overview of
the New Standard (2 hrs)
2 p.m.: Introduction to Business
Combinations and Consolidations
(2 hrs)
12 p.m.: Tackle the New Pension
Standards — GASB Statements
No. 67 and 68 (2 hrs)
2 p.m.: A Single Audit Case Study
(2 hrs)
12 p.m.: Professional Ethics for
Accountants — A Comprehensive
Update (2 hrs)
2 p.m.: Avoiding Common Errors
with Special Purpose Framework
(OCBOA) Reporting and
Disclosures (2 hrs)
13
10 a.m.: Form 3115 and the
Capitalization Regulations:
A Practical Approach (2 hrs)
12 p.m.: Performing Efficient
Audits of Employee Benefit Plans
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2 p.m.: Advanced Topics in
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14
15
16
17
10 a.m.: Monthly Tax Alert (2 hrs)
12 p.m.: Choice of Business Entity
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2 p.m.: Casualty and Theft Losses
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20
21
22
23
24
10 a.m.: How Healthcare Reform
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12 p.m.: Health Care Reform —
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9 a.m.: Federal Tax Update
(8 hrs)
9 a.m.: Understanding Health
Care Reform — How the New
Laws Impact Employers and
Individual Taxpayers (8 hrs)
10 a.m.: S Corporations — Basis,
AAA (Schedule M-2) and
Distributions (2 hrs)
12 p.m.: S Corporations — Stock
Basis, Debt Basis, At Risk Basis
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27
28
29
30
12 p.m.:
Monthly
Accounting
Alert (1 hr)
1 p.m.: Monthly
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9 a.m.: Performing Efficient
9 a.m.: Accounting and Auditing
Audits of Employee Benefit Plans Update (8 hrs)
(8 hrs)
12 p.m.: Quarterly SEC and
PCAOB Update-Q2 (1 hr)
10 a.m.: The Starting Line on
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MAY 2015 — SCHEDULED WEBINARS
Mon
More information and up-to-date schedule: cl.thomsonreuters.com
Tues
Wed
Thu
Fri
1
Times shown are
Central Standard
(CST)
4
11
18
25
10 a.m.: Issues in Preparing a
Statement of Cash Flows (2 hrs)
12 p.m.: Mastering the OID and
Below Market Loan Rules to Avoid
Phantom Income Surprises (2 hrs)
2 p.m.: The Mobile Web for
Accountants (2 hrs)
5
6
7
8
10 a.m.: Conquer the Challenges
of Identifying the Financial
Reporting Entity — GASB
Statement No. 61 (2 hrs)
12 p.m.: Ethics for Tax
Professionals (2 hrs)
2 p.m.: Health Care Reform Issues
for Employers (2 hrs)
10 a.m.: Avoiding Common Peer
Review and Other Issues (2 hrs)
12 p.m.: Revenue from Contracts
with Customers: An Overview of
the New Standard (2 hrs)
2 p.m.: Power of Efficiency Case
Study: Common Deficiencies in
Auditing a Nonprofit Entity (2 hrs)
9 a.m.: Federal Tax Update (8 hrs)
12 p.m.: Inventory Observations:
Requirements, Approaches and
Practice Tips (2 hrs)
10 a.m.: Implementing SSARS 21:
The New Compilation, Review and
Preparation Standards (2 hrs)
12 p.m.: Total Payroll
Management (2 hrs)
2 p.m.: Effective Feedback
Techniques for Seniors, Managers
and Supervisors (2 hrs)
12
13
14
15
10 a.m.: Perfecting Analytical
Procedures (2 hrs)
12 p.m.: Monthly Tax Alert (2 hrs)
2 p.m.: How Healthcare Reform
Impacts Your Clients (2 hrs)
9 a.m.: Understanding Health
Care Reform — How the New
Laws Impact Employers and
Individual Taxpayers (8 hrs)
12 p.m.: Is Everything a Change in
Accounting Method? (2 hrs)
9 a.m.: Everything You Wanted to
Know About Generally Accepted
Government Auditing Standards
(GAGAS) for Financial Audits
(8 hrs)
12 p.m.: Internet of Things for
Accountants (2 hrs)
2 p.m.: Quarterly SEC and PCAOB
Update Q2 (1 hr)
10 a.m.: Identity Theft ­— An
Ongoing Threat (2 hrs)
12 p.m.: PPC 101: Making the Most
of the Methodology (2 hrs)
2 p.m.: Independence: An
Essential Review for CPAs in
Public Practice (2 hrs)
19
20
21
22
10 a.m.: Quarterly Sales and Use
Tax Update for Controllers and
Financial Managers (2 hrs)
12 p.m.: Monthly Accounting Alert
(1 hr)
1 p.m.: Monthly Corporate Tax
Update (1 hr)
2 p.m.: Buying/Selling a Business
— Tax Considerations (2 hrs)
9 a.m.: Performing Effective and
Efficient Audit Procedures (8 hrs)
12 p.m.: Unique Audit Issues
Related to Defined Benefit Plans
(2 hrs)
9 a.m.: Operational Finance for
Accounting Professionals (8 hrs)
10 a.m.: Divorce — Financial
Planning and the Marital
Settlement (2 hrs)
12 p.m.: Foreclosures and ShortSales (2 hrs)
26
27
28
29
12 p.m.: Making Medical Care Less
Painful by Maximizing the Tax
Benefits (2 hrs)
2 p.m.: IRS Audits of Business
Returns (2 hrs)
12 p.m.: Partnerships/LLCs —
Section 754 Election and Basis
Adjustments (2 hrs)
2 p.m.: IRS Audits of Individuals
(2 hrs)
9 a.m.: Accounting and Auditing
Update (8 hrs)
12 p.m.: Supreme Court Cases on
Taxation You Should Know About:
Part 2 (2 hrs)
10 a.m.: Real Estate from A to Z
(2 hrs)
12 p.m.: Excel Best Practices
(2 hrs)
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Times shown are
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8
15
22
29
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Tues
Wed
Thu
Fri
2
3
4
5
9 a.m.: Government and
Nonprofit Update (8 hrs)
12 p.m.: Advanced Googling for
Accountants (2 hrs)
2 p.m.: Assisting with
the Defined Contribution
Retirement Plan
Recommendation (2 hrs)
10 a.m.: Internal Controls for
Nonprofits (2 hrs)
12 p.m.: Delegating for Results
(2 hrs)
2 p.m.: Loss Limitations —
Passive Activity Losses and
At-Risk Basis (2 hrs)
12 p.m.: Negotiating 101 (2 hrs)
2 p.m.: Understanding
and Preparing an Offer in
Compromise (2 hrs)
2 p.m.: Implementing SSARS
21: The New Compilation,
Review and Preparation
Standards (2 hrs)
10 a.m.: What You Should
Know About Form 1040 NR
(2 hrs)
12 p.m.: Professional
Ethics for Accountants — A
Comprehensive Update (2 hrs)
9
10
11
12
9 a.m.: Compilations,
Reviews and Preparations
— Comprehensive Guidance
Including Implementation of
the New SSARS 21 Standards
(8 hrs)
12 p.m.: Communicating
Effectively with the IRS (2 hrs)
2 p.m.: Analytical Procedures for
Nonprofit Organizations (2 hrs)
10 a.m.: Living and Dying with
an S Corporation (2 hrs)
12 p.m.: Understanding and
Evaluating Internal Controls
(2 hrs)
10 a.m.: Unique Audit Issues
Related to Health and Welfare
Benefit Plans (2 hrs)
2 p.m.: Miscellaneous Other
Deductions — Not Exactly
Insignificant (2 hrs)
9 a.m.: Federal Tax Update
(8 hrs)
10 a.m.: Taxation of Mergers
and Acquisitions (2 hrs)
12 p.m.: Capital Gain or
Ordinary Income (2 hrs)
16
17
18
19
10 a.m.: How to Handle IRS
Audits and Appeals (2 hrs)
12 p.m.: Health Care Reform —
Individual Mandate (2 hrs)
2 p.m.: Revenue from Contracts
with Customers: An Overview
of the New Standard (2 hrs)
9 a.m.: Accounting and
Auditing Update (8 hrs)
12 p.m.: Quarterly SEC and
PCAOB Update Q2 (1 hr)
9 a.m.: Understanding Health
Care Reform — How the New
Laws Impact Employers and
Individual Taxpayers (8 hrs)
12 p.m.: Wrapping Up
Engagements: Efficiency
Techniques That Work (2 hrs)
10 a.m.: US-Canadian CrossBorder Tax Issues (2 hrs)
12 p.m.: Monthly Accounting
Alert (1 hr)
1 p.m.: Monthly Corporate Tax
Update (1 hr)
2 p.m.: AMT Update (2 hrs)
23
24
25
26
12 p.m.: Strategies for
Developing High-Performing
Teams (2 hrs)
2 p.m.: Accounting for Income
Taxes — Practice Issues and
Common Pitfalls (2 hrs)
9 a.m.: Change Management
— An Accountant’s Challenge
(8 hrs)
12 p.m.: IRAs — The
Complexities and Benefits
(2 hrs)
9 a.m.: Audit Sampling:
A Comprehensive Guide
to Effective and Efficient
Sampling in Tests of Details
and Tests of Controls (8 hrs)
12 p.m.: List it or Trade it
(2 hrs)
2 p.m.: How Health Care Reform
Impacts Your Clients(2 hrs)
10 a.m.: Introduction to
Fiduciary Taxation (2 hrs)
12 p.m.: Monthly Tax Alert
(2 hrs)
2 p.m.: Cloud Computing Made
Easy for CPAs (2 hrs)
30
9 a.m.: Accountants Guide
to Information Technology
(A – Z course) (8 hrs)
10 a.m.: Fair Value Measurement
for Nonprofits (2 hrs)
12 p.m.: Power of Efficiency Case
Study: Common Deficiencies in
Auditing a Government (2 hrs)
Please note that nearly all tax titles are eligible for IRS PTIN holders’ CE credit. Visit cl.thomsonreuters.com for more detailed information.
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Tues
Wed
Thu
Fri
1
2
10 a.m.: Creating Engaging
PowerPoint Presentations
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12 p.m.: Partnership/LLCs —
Advanced Topics (2 hrs)
2 p.m.: A Close Look at GASB
Statements No. 69 and 70
(2 hrs)
10 a.m.: Identifying and
Correcting the Most Common
Audit Inefficiencies (2 hrs)
12 p.m.: Estate and Gift Tax
Update (2 hrs)
7
8
9
10
10 a.m.: Business Ethics in
Corporate Accounting (2 hrs)
12 p.m.: Linkedin for
Accountants (2 hrs)
2 p.m.: Health Care Reform
Issues for Employers (2 hrs)
10 a.m.: Revenue from
Contracts with Customers: An
Overview of the New Standard
(2 hrs)
2 p.m.: Budgeting and
Forecasting for Financial
Professionals (2 hrs)
10 a.m.: Independence: An
Essential Review for CPAs in
Public Practice (2 hrs)
9 a.m.: Federal Tax Update (8
hrs)
10 a.m.: FATCA: Strategies for
Coping With This Complicated
New Law (2 hrs)
12 p.m.: How Health Care
Reform Impacts Your Clients
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13
14
15
16
17
9 a.m.: Understanding Health
Care Reform — How the New
Laws Impact Employers and
Individual Taxpayers (8 hrs)
12 p.m.: Quarterly SEC and
PCAOB Update Q3 (1 hr)
9 a.m.: Fraud Detection: An
Accountant’s Consideration
of Fraud in the Preparation of
Financial Statements and Tax
Returns (8 hrs)
12 p.m.: Planning for Education
Expenses: So Many Deductions
and Expenses It Takes a PhD to
Figure Them Out (2 hrs)
10 a.m.: Passive Activities —
Increased Scrutiny on IRC 469
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12 p.m.: Basis Calculations — S
Corporations, Partnerships,
LLCs (2 hrs)
20
9 a.m.: Accounting and
Auditing Update (8 hrs)
12 p.m.: The Documents
Matter: How the Law of
Backdating and Rescission
Limits the Ability to Shape Tax
Results (2 hrs)
2 p.m.: Monthly Tax Alert
(2 hrs)
21
22
23
24
12 p.m.: Power of Efficiency
Case Study: Understanding a
Nonprofit Financial Statement
(2 hrs)
9 a.m.: Performing Effective
and Efficient Single Audits
(8 hrs)
10 a.m.: Managing the Costs of
Technology — CPAs and Clients
(2 hrs)
12 p.m.: Advanced Topics
in Financial Statement
Preparation (2 hrs)
27
10 a.m.: Retirement Planning
including ROTH IRA
Conversions (2 hrs)
12 p.m.: Monthly Accounting
Alert (1 hr)
1 p.m.: Monthly Corporate Tax
Update (1 hr)
2 p.m.: Understanding
Installment Sales (2 hrs)
28
29
30
31
10 a.m.: Entity Conversions:
Opportunities and Pitfalls
(2 hrs)
12 p.m.: Initial Audit
Engagements (2 hrs)
2 p.m.: How to Run an Efficient
Tax Office (2 hrs)
10 a.m.: Avoiding Common
Errors with Special Purpose
Framework (OCBOA) Reporting
and Disclosures (2 hrs)
12 p.m.: Nontraditional
Engagements: Pro Forma,
Forecasts and Projections
(2 hrs)
6
12 p.m.: Windows 10 (2 hrs)
9 a.m.: Partnerships and
LLCs — From Formation to
Liquidation (8 hrs)
12 p.m.: Operational Finance
for Accounting Professionals —
The Express Version (2 hrs)
3
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ACCOUNTING
2014 FASB Update
Accounting and Auditing Real Estate
Transactions
Accounting Changes and Error Corrections
Accounting for Derivatives and Hedging
Activities
Accounting for Farms and Ranches New!
Accounting for Income Taxes
Accounting for Investments in Debt and
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Accounting for Investments; Equity Method,
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Accounting for Leases
Accounting for Liabilities
Accounting for Pensions
Accounting for Share-Based Compensation
Accounting for Uncertainty in Income Taxes —
FASB ASC: 740-10
Accounting Overview for Tax Professionals
Activity-Based Costing (ABC)
Analysis of the Corporate Annual Report
ASC: Codification of Standards
Balance Sheet and GAAP Reporting
Bar and Restaurant Financial Statement
Presentation Including Measurement and
Disclosure Issues New!
Business Combinations, Goodwill and Other
Intangible Assets
Cash Flows (FASB ASC 230)
Comprehensive Income
Credit and Collections Management
Current Developments — Accounting and
Financial Reporting
Earnings per Share (FASB ASC 260)
Employee Benefit Plans I: Accounting
Principles
Fair Value Measurement: An Introduction to
Fair Value Measurements and Disclosures
(FASB ASC 820)
Financial Management: Budgeting and
Forecasting
Financial Management Overview
Financial Statement Disclosure: Common
Issues
Financial Management: Budgeting and
Forecasting
GAAP Guide: Advanced Topics
GAAP Guide: Income Statement and Financial
Analysis
GAAP Guide: The Balance Sheet
IFRS and a Comparison with U.S. GAAP
IFRS for Non-CPAs
Impairment or Disposal of Long-Lived Assets
(ASC 360-10)
International Financial Reporting Standards
(IFRS) Update
Introduction to Bank Auditing and
Accounting: I
Introduction to Bank Auditing and
Accounting: II
Introduction to Financial Reporting
Framework for Small- to Medium-Sized
Entities
Introduction to International Financial
Reporting Standards
Introduction to SEC Reporting New!
Managing an Accounting Department
Other Topics for the Equity Method and
Consolidations and Joint Ventures
Preparing Personal Financial Statements
Real Estate Financing and Investment
Revenue and Expenses and GAAP Reporting
Revenue Recognition: An Overview of
Changes
Revenue Recognition: Fundamentals
Revenue Recognition: Rules and Standards
Review of Accounting for Certain Liabilities
SEC Initial Public Offerings (IPOs): An
Introduction New!
SEC Reporting and Registration
Requirements and Accountant Comfort
Letters New!
SEC Reporting Updates
Segment Accounting and Reporting
SSARS 21: Comprehensive Analysis of the
Compiliation and Revew Standars New!
Sustainability Accounting and Reporting
Understanding and Analyzing Financial
Statements
SEC Reporting and Registration
Requirements and Accountant
Comfort Letters New!
2 CPE Credits | Accounting & Auditing |
$42 or FREE with Premier or Premier Plus
This course provides high-level
overview of SEC reporting and
registration requirements. It
investigates Regulation S-K and
S-X, as well as Forms S-1, S-3 and
S-4. It also provides an overview of
the public accountant's role in this
process concerning the issuance of a
comfort letter.
SSARS 21: Comprehensive Analysis
of the Compilation and Review
Standards New!
8 CPE Credits | Accounting | $120 or FREE
with Premier or Premier Plus
The purpose of this course is to inform
the reader of the various changes
made to the entire compilation
and review codification by SSARS
No. 21. The course addresses
all three types of engagements
that can be performed under the
SSARSs including: a preparation of
financial statements engagement,
a compilation engagement and a
review engagement.
ACCOUNTING, GOVERNMENTAL
GASB 34: Basic Financial Statements for
State and Local Governments
GASB Statement No. 54: Fund Balance
Reporting and Governmental Fund
Government Accounting Principles
ADMINISTRATIVE PRACTICE
A Complete Guide to Investing
Personal Financial Planning
AUDITING
Analytical Fraud Detection
Audit Sampling
Auditing Developments
Auditor's Response to Fraud
Risk Assessment
COSO 2013
Clarified Standards and Statements
Clarity Project: Significant Changes to
Auditing Standards
Compilation and Review
Compilation and Review Update: SSARS 19
Implementation
Computer Fraud: Detection and Deterrence
Employee Benefit Plans II: Auditing
Considerations
Forensic Accounting
Fraud Auditing and Investigation
Fraud: Who Commits It and Why Does It
Occur?
Fraud I: Prevention
Fraud Auditing and Investigation
Improving Analytical Procedures
Information Technology Auditing
Internal Control and Fraud Detection
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ONLINE COURSES
SEE BOTTOM OF PAGE FOR DETAILS.
Internal Controls for Auditors and Managers:
Evaluation
Introduction to Audits of Inventory
Introduction to Fraud Auditing
Introduction to Fraud Symptoms and
Detection
Investment Fraud I: Ponzi Schemes, Advance
Fee Fraud and Other Scams
Journal Entry Testing — Applying SAS No. 99
Overview of SSARS No. 21 New!
PCAOB AS No. 5: Audit of the Effectiveness
of Internal Control over Financial Reporting
New!
PCOAB Auditing Standards: Communications
with Audit Committees New!
PCOAB Auditing Standards: Risk and
Materiality During Planning and Performing
an Audit New!
PCOAB Auditing Standards: Supervision,
Evidence, Supplemental Information and
Evaluation of Results New!
PCAOB Audits: Gathering Evidence and
Completing the Audit New!
PCAOB Audits: Internal Control Stage
New!
PCAOB Audits: Planning and Risk
Assessment Stage New!
PCAOB Standards
Practice Issues — Compilation and Review
Update
Risk Assessment: Planning of a Financial
Statement Audit
SAS 99: Consideration of Fraud in a Financial
Statement Audit
The Detection and Prevention of Fraud in
Financial Statements
The Fraud of Identity Theft
Transitioning to the 2013 COSO Internal
Control Framework: An Overview
AUDITING, GOVERNMENTAL
Audits of State and Local Governmental
Units
Audits of States, Local Governments and
Non-Profit Organizations
GAO Standards: Yellow Book
OMB Circular A-133: The Single Audit
Mobile courses identified
by symbol next to
each title that is currently
available with your iPad.
BUSINESS LAW
Avoiding Post-Retirement Insolvency
Bankruptcy Law
Foreclosure Law
Harassment: Response, Prevention and
Protection
Why Is Employment Law So Complicated?
BUSINESS MANAGEMENT
AND ORGANIZATION
Advising and Consulting to the Small
Business
Cash Flow: Managing the Lifeblood of the
Organization
The Executive Dashboard: Management
with Metrics
Financial Statement Analysis for Profit
Improvement
How to Write a Business Plan
I Am Supposed to Supervise These People
Management Accounting: Tools for Making
More Effective Business and Operating
Decisions
Project Management Essentials for the CPA
Techniques of Financial Analysis, Modeling,
and Forecasting
COMMUNICATIONS
Powerful Presentations: How to Build and
Deliver
COMPUTER SCIENCE
Cyber Security to Protect Your Company and
Your Clients
Getting Started with Microsoft Excel 2007
Getting Started with Microsoft Excel 2010
Getting Started with PowerPoint 2010 with
Lots of Tips and Tricks
Getting Started with Windows 8 New!
Microsoft Access 2010: Introduction to Access
2010 with Lots of Tips and Tricks
Microsoft Excel 2007: Working with Formulas
and Functions with Lots of Tips and Tricks
Microsoft Excel 2007: Creating and
Formatting Charts with Lots of Tips and
Tricks
Microsoft Excel 2007: Moving, Copying and
Filling Cells with Lots of Tips and Tricks
Microsoft Excel 2007: Useful Functions for
CPAs with Lots of Tips and Tricks
Microsoft Excel 2010: Creating and
Formatting Charts with Lots of Tips and
Tricks
Microsoft Excel 2010: Working with Formulas
and Functions with Lots of Tips and Tricks
Microsoft Excel 2013: Creating and
Formatting Charts
Microsoft Excel 2013: Getting Started with
Excel
Microsoft Excel 2013: Getting Started with
PivotTables and PivotCharts
Microsoft Excel 2013: Useful Functions for
CPAs
Microsoft Excel 2013: Working with Formulas
and Functions
Microsoft PowerPoint 2007: Getting Started
With PowerPoint 2007 with Lots of Tips and
Tricks
Microsoft PowerPoint 2013: Getting Started
with PowerPoint
Microsoft Word 2007: Getting Started with
Word 2007 with Lots of Tips and Tricks
Microsoft Word 2010: Getting Started with
Word with Lots of Tips and Tricks
Microsoft Word 2013: Getting Started with
Word 2013 New!
QuickBooks Pro 2010
QuickBooks Pro 2012
QuickBooks Pro 2013
QuickBooks Pro 2014 New!
FINANCE
101 Financial Solutions: Diagnosis and
Remedy
Capital Budgeting
Capital Budgeting and Management New!
Financing Options for Business
MANAGEMENT ADVISORY SERVICES
A Practical Guide to Mergers, Acquisitions and
Divestitures
Cost Management: Accounting and Control
How to Start a Business
Total Cash Management
PERSONAL DEVELOPMENT
Bottom-Line Leadership
Delegating to Financial Employees
Effective Writing for Accountants
Essential Coaching Skills
Influencing People in Organizations: The
Leadership Imperative Overview and Basic
Concepts
Introverts and Extroverts at Work New!
Meetings that Matter
Moral Leadership and Character
Development
Retirement Planning for Expatriates to
Central American New!
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ONLINE COURSES
SEE BOTTOM OF PAGE FOR DETAILS.
REGULATORY ETHICS
2015 Ethics for Virginia CPAs Coming soon!
2015 Ethics for Washington CPAs
2015 Personal and Professional Ethics for
North Carolina CPAs
California Rules and Regulations
Colorado Rules and Regulations
CPAs and Independence
Ethics for Alaska CPAs
Ethics for Arkansas CPAs
Ethics for Attest Firms
Ethics for Attest Firms and Tax Professionals
Ethics for California CPAs
Ethics for Certified Financial Planner™
Certificants
Ethics for Colorado CPAs
Ethics for Connecticut CPAs
Ethics for CPAs
Ethics for CPAs and Tax Professionals
Ethics for Delaware CPAs
Ethics for District of Columbia CPAs
Ethics for Enrolled Agents
Ethics for Georgia CPAs
Ethics for Guam CPAs
Ethics for Idaho CPAS
Ethics for Illinois CPAs
Ethics for Indiana CPAs
Ethics for Iowa CPAs
Ethics for Kansas CPAs
Ethics for Kentucky CPAs
Ethics for Maine CPAs
Ethics for Maryland CPAs
Ethics for Massachusetts CPAs
Ethics for Michigan CPAs — Part I
Ethics for Michigan CPAs — Part II
Ethics for Minnesota CPAs
Ethics for Mississippi CPAs
Ethics for Missouri CPAs — Part I
Ethics for Missouri CPAs — Part II
Ethics for Montana CPAs
Ethics for Nebraska CPAs
Ethics for Nevada CPAs
Ethics for New Hampshire CPAs
Ethics for New Mexico CPAs
Ethics for New York CPAs
Ethics for New York Tax Professionals
Ethics for Ohio CPAs
Ethics for Oklahoma CPAs
Ethics for Oregon CPAs
Ethics for Pennsylvania CPAs
Ethics for Rhode Island CPAs
Ethics for South Carolina CPAs
Ethics for Tax Professionals
Ethics for Tennessee CPAs — 2 Hours
Ethics for Vermont CPAs
Ethics for Washington CPAs
Ethics for West Virginia CPAs
Ethics for Wyoming CPAs
Independence — An Overview for Attest Firms
Independence and Attest Firms
Independence for CPAs — An Overview
Independence, Integrity and Objectivity
Oregon Rules and Regulations
Personal and Professional Ethics for
Florida CPAs
Personal and Professional Ethics for
Louisiana CPAs
Personal and Professional Ethics for
Texas CPAs
Personal and Professional Ethics for
Texas CPAs (Video)
Professional Ethics for Arizona CPAs
Professional Ethics for Arizona CPAs (2 hrs.)
Professional Ethics for Hawaii CPAs
SPECIALIZED KNOWLEDGE AND
APPLICATIONS
Accounting Apps for Your Business New!
Cloud Computing: Doing Business in the
Cloud
CPA's Role in Mediation
Introduction to Business Valuation and Use of
Comparables
Introduction to Investment Companies
Introduction to the Food and Beverage
Industry
Introduction to Securities Broker/Dealers
Introduction to the Health Care Industry
Introduction to the Media Industry
Introduction to the Pharmaceutical Industry
Negotiating Skills for CPAs
Not-for-Profit Accounting
Social Media to Market Your Business
Spreadsheet Best Practices: Roadmap to
Reduced Risk
Storage Strategy in the Cloud
Valuation Methods: Statement on Standards
for Valuation Services No. 1
Accounting Apps for Your Business
New!
1 CPE Credit | Specialized Knowledge and
Applications | $26 or FREE with Premier or
Premier Plus
This course discusses the various
choices you have regarding accounting
apps for your business including the
pros and cons of each app and the
features of these applications.
Valuation Methods: The Normalization of
Earnings
Valuation Methods: The Income Approach
Valuation Methods: The Adjusted Net Assets
Method
Valuation Methods: The Excess Earnings
(Treasury) Method
TAXES
2014 Invdividual Tax Overview
2014 Individual Tax Update
2014 Specialized Tax Update
2014 Corporate Tax Update
49 Ways to Reduce Taxes for Individuals and
Make Them Clients for Life
Alternative Minimum Tax
An Overview of Abusive Tax Trusts
Asset Protection — Tax and Financial Aspects
Benefits and Disadvantages of Health Savings
Accounts
C Corp Schedule M-3 2013 Simulation
C Corporations: Income Tax Reporting
C Corporations: Overview of Corp. Income Tax
C Corporations: Tax Depreciation and
Amortization
Capitalization of Tangible Assets
Regulations
Capital Gains and Losses
Changing Accounting Methods
Choosing the Right Entity and Getting Cash
Out of It
Claiming Medical Expenses for
Baby Boomers
Commercial Bank Taxation and Regulatory
Issues: Introduction
Community Property Taxation
Consolidated Tax Returns
Consolidations for Large Clients: Net
Operating Losses and Intercompany
Transactions
Corporate Net Operating Losses
Corporate Tax Update
Corporate Taxation
Depreciation: Modified ACRS
Employee Benefit Plans: Introduction
Employment Tax Audits
Entity Comparisons
Estate Planning for the Small and Midsized
Estate
Estate Planning II: The Large Estate
Estates and Trusts
Federal Estate Taxation
Federal Gift Tax (and the GST Tax)
Fiduciary Income Distribution and Beneficiary
Taxation
Fiduciary Law and Accounting Mechanics
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ONLINE COURSES
SEE BOTTOM OF PAGE FOR DETAILS.
Fiduciary Taxation Introduction
Financial Planning for Higher Educ. Costs
Fundamentals of International Tax I: Subpart
F and CFCs
Fundamentals of International Tax II: Foreign
Tax Credit and the FPHCo
Individual Income Tax: Depreciation
Individual Income Tax: Above-the-Line
Deductions
Individual Income Tax: Capital Gains, PassThrough Income and Other Income
Individual Income Tax: Earned Income
Individual Income Tax: Itemized Deductions
Individual Income Tax: Overview
Individual Income Tax: Schedule C, E and F
Expenses
Individual Income Tax: Taxes, Credits
and Penalties
Individual Tax Planning for Your Client's Well
Being
Interest Deduction Rules
International Taxation: Foreign Account Tax
Compliance Act (FATCA)
International Taxation: Foreign Investment in
U.S. Real Estate
International Taxation:
Inbound Transactions I
International Taxation:
Inbound Transactions II
International Taxation: Outbound
Transactions
Introduction to Partnerships and LLCs
Introduction to the Tax Increase Prevention
Act of 2014 New!
IRAs: Contributions
Introduction to the Tax Increase
Prevention Act of 2014 New!
1 CPE Credit | Taxation | $26 or FREE with
Premier or Premier Plus
Last-minute tax legislation signed
into law on December 19, 2014 will
impact the preparation of 2014
individual and business tax returns.
H.R. 5771 Division A, known as
The Tax Increase Prevention Act of
2014, extends for one year many of
the tax breaks that expired at the
end of 2013. This course presents a
summary of those extended items
and highlights features of some of the
more significant extenders.
IRAs: Distributions
LIFO Inventory Method
LLCs and LLPs: Rules for Limited Liability
Entities
Maximizing Deductions for College Bound
Families New!
Multistate Taxation
Net Investment Income Tax
Obamacare: Employer Mandate
Obamacare: Individual Mandate
Oil and Gas Taxation
Partnership Taxation: Advanced
Partnership Taxation: Fundamentals
Partnerships and LLCS: Large Clients
Partnerships: Large Clients
Passive Losses
Purchasing and Selling a Business
Real Estate Investment Trusts: An Overview
Real Estate Taxation for Owners and
Operators: Major Topics
Repairs or Capitalize? New!
Representing Taxpayers Before the IRS
Residential Real Estate
Retirement Income Taxation
S Corporations
S Corporations: Pass Through Items and Basis
Adjustments
S Corporations: Tax Years, Redemptions,
Liquidations and Reorganizations
Small Business Schedule C and F Expenses
Social Security and Medicare Benefits: An
Overview
State and Local Taxes
Subchapter C: Distributions and
Redemptions
Subchapter C: Fundamentals of Corporate
Taxation
Tangible Property Regulations: What to Do
Now and What to Do Next
Tax Accounting Methods and Periods
Tax Considerations for Members of the
Clergy New!
Tax Issues for Divorced Individuals and
Blended Families
Tax Path for Middle-Income Households
New!
Tax Planning for Retirement Wealth
Tax Planning for Young Families
Tax Practice and Procedure: Fundamentals —
Tax Resolution and Solving IRS Issues
Tax Refund Fraud Perpetrated by Identity
Theft New!
Tax Research II: Court Interpretations and
Citator
Tax Research: Case Analysis
Tax Path for Middle-Income
Households New!
8 CPE Credits | Taxation | $120 or FREE with
Premier or Premier Plus
This course examines numerous
issues that are of interest to middleincome households. Retirement
plans are discussed in depth,
including employer retirement plans
and IRAs, both traditional plans
and Roth-type plans. Many Tax
Credits are presented, such as the
Child Tax Credits, the Dependent
Care Credit, Education Credits, the
Adoption Credit and energy credits.
Kiddie Tax, Additional Medicare
Tax, Net Investment Income Tax
and Alternative Minimum Tax are
discussed and how middle-income
households can manage these taxes.
Selection of filing status is discussed,
as well as taking dependency
exemptions for children and others
in the household. Tax-free items are
presented and Itemized Deductions
are discussed. Specific actions for
taxpayers during high-income and
low-income years are suggested and
a discussion of penalties and how
to avoid them is included. Middleincome households need to minimize
their tax burden so they have more
cash for their families.
Tax Research: Tax Law and Treasury
Interpretations
Tax Research Using an Online Platform
Tax Strategies for Clients During their Golden
Years
Tax Strategies for Nontraditional Couples
The Supreme Court Redefines Spouse: Tax
and Other Implications
The Ultimate Guide to Retirement Planning
Transfer Pricing Fundamentals
Travel, Entertainment, Gift and Transportation
Expenses
Understanding Schedules M-1 and M-2 on
Forms 1120 and 1120S
Uniform Capitalization Rules
Value Added Tax (VAT) A Global View
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SELF-STUDY COURSES
PRINT-BASED CPE COURSES
FOR MORE INFORMATION, VISIT CL.THOMSONREUTERS.COM OR CALL 800.231.1860.
Self-Study Courses allow you to learn on your own time
and at your own pace.
PPC Self-Study Courses relate directly to the guides you
use every day and are available in both print and electronic forms.
RIA® Self-Study courses are presented in partnership with
PPC and include RIA’s must-have Federal Tax Review 2015.
Quickfinder Self-Study courses include income tax training
courses that are a great way to teach and test new tax preparers.
• Preview over 90 downloadable courses for free
• 24/7 access to online grading for most courses
Practitioners Publishing Company (PPC) is registered with the National Association of State Boards of Accountancy (NASBA) as sponsors of continuing professional education
on the National Registry of CPE Sponsors. Both MicroMash and PASS Online have been approved for QAS Self Study delivery. State boards of accountancy have final authority
on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its
website: www.learningmarket.org.
For all taxation and other applicable subjects, PPC is a registered California CTEC Provider for self-study only. See website for specific courses.
PPC Self-Study courses are self-study method. Unless otherwise stated, no other prerequisites or advanced preparation are required. For more CPE information, including
descriptions, learning objectives, and administrative policies, visit cl.thomsonreuters.com.
PPC is an IRS-approved continuing education provider, and offers several courses that are eligible for credit for IRS PTIN holders (including Enrolled Agents).
SELF-STUDY
SEE BOTTOM OF PAGE FOR DETAILS.
QUICKFINDER SELF-STUDY COURSES
PPC SELF-STUDY COURSES
CPE RELATED TO PPC GUIDE TOPICS AND AVAILABLE
TO SUPPLEMENT GUIDE USE
What better way to meet your CPE requirements than to take courses
related to the guidance you use every day? The following guides
include related self-study CPE courses to optimize your use of the
PPC approach and earn credit. Online grading is available through
the Checkpoint Learning platform and provides real-time results!
For more CPE information, visit cl.thomsonreuters.com or call
800.231.1860. Unless otherwise noted, all courses are available in
both print and electronic formats.
•
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Audit Risk Assessment ‡
Auditor’s Reports
Audits of Employee Benefit Plans
Audits of Financial Institutions ‡
Audits of Local Governments*
Audits of Nonprofit
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Audits of Nonpublic Companies
Business Valuations ‡
Cash, Tax and Other Bases of
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Engagements
Construction Contractors
GAAP
Homeowners’ Associations
HUD Audits*
Nonprofit GAAP* ‡
PPC’s 1040 Deskbook
•
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1040 INCOME TAX PREPARATION
DT1TG14 | 10 CPE | BASIC | $89
FOR: ALL TAX PROFESSIONALS INCLUDING CPA, EA, CTEC, CFP*
Based on the guidance found in the popular PPC Tax Deskbook
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returns and utilizes a key issue approach in covering such topics
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*CFP credits for self-study are half the amount listed for each title.
PPC’s 1041 Deskbook ‡
PPC’s 1065 Deskbook ‡
PPC’s 1120S Deskbook ‡
PPC’s 990 Deskbook ‡
Preparing Financial Statements
Preparing Governmental
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Preparing Nonprofit Financial
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Quality Control
QuickBooks Solutions ‡
Tax Planning for S Corporations ‡
Single Audits*
Tax Action Bulletins
Tax Planning for High-Income
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Tax Planning for Partnerships ‡
Write-Up Services ‡
ETHICS FOR TAX PROFESSIONALS
DERTG14 | 2 CPE | BASIC | $39
FOR: ALL TAX PROFESSIONALS INCLUDING CPA, EA, CTEC
Understand rules and regulations governing the tax profession and
the practical application of these rules in the daily operation of tax
professionals’ businesses. Covers IRS and AICPA requirements and
standards. Meets two-hour ethics requirement for EAs.
The above courses and all PPC Guide-related self-study courses
are available as downloadable PDFs at cl.thomsonreuters.com.
* Eligible for Yellow Book CPE ‡ Electronic format only
PPC SPECIALTY SELF-STUDY COURSES
PPC brings you the following self-study courses dealing with recent
developments in the industry!
• PPC’s Guide to 2014 Tax Developments. 16 CPE Credits. This course uses
a key issue approach to teach you everything you need to know about the
latest tax developments affecting you and your clients.
RIA® SELF-STUDY COURSES PRESENTED IN PARTNERSHIP WITH PPC
RELY ON RIA’S MUST-HAVE FEDERAL TAX REVIEW
The RIA Federal Tax Review 2015 CPE course is comprised of three parts: Individual Taxes (8 credits), Business Taxes (10 credits) and Special
Situations (9 credits). A general refresher in federal taxation, this course will reinforce basic tax law interpretations and keep you up-todate on the most important changes for both the 2014 and 2015 tax years. Grading fee of $95 for each module with discounts available if you
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BISK CPA REVIEW
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REAL ESTATE ENTITY AUDITS, SIMPLIFIED.
Introducing PPC’s Practice Aids for Audits of Real Estate Entities
Auditing real estate entities, from residential to commercial to multi-use properties
— or a combination of all three — is an inherently complex process. In order to
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of revenue, and more, for every project.
PPC’s Practice Aids for Audits of Real Estate Entities simplifies real estate entity audits,
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