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CPE Course Library Palm 4

Course details:

  • Each 2-hour course is presented in self-study format with a 10 question final exam.
  • A copy of the final exam is located at the end of the course materials.
  • Submit the final exam online with a 70% or higher to receive credit.
  • Unlimited exam attempts at no additional charge.
  • State specific and general ethics courses are sold individually - View Ethics Courses
Auditing Courses
1101A - The Law Related to Fraud

Legal issues related to fraud are often complex. This course covers the law as it relates to fraud including criminal and civil actions for fraud as well as various federal criminal fraud statutes.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1102A - Criminology and Employee Fraud

White-collar and economic crime are not legal terms. In criminology, they refer to a wide variety of offenses. This course covers various types of crime and corporate illegal behavior. It also covers various employee fraud schemes.

NASBA Area of Study: | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1103A - Management Fraud & Fraud Examination

Financial statement fraud almost always occurs with the knowledge or consent of management. This course covers management fraud techniques as they relate to misstated financial statements. It also covers the fraud theory approach and documentary and interview techniques.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1104A - Fraud Awareness Auditing & Internal Control

Auditing for fraud can be very challenging. It has the aura of detective work. This course covers the nature, signs, prevention, and detection of fraud as it relates to performing financial statement audits. It Identifies types of fraud, characteristics of fraudsters, and conditions that make fraud possible. It also covers internal controls as they affect financial recordkeeping and reporting.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1105A - Fraud Examination: Cash Collections, Receivables, Cash Disbursements and Payables

The revenue and collection accounting cycle covers sales, sales returns, accounts receivable, account write-offs, and cash collections. This course covers audit procedures and fraud identification techniques appropriate for cash collections and receivables. it also covers procedures to perform for audit evidence related to cash disbursements and payables.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1106A - Fraud Examination: Payroll, Cost, Investments, Liabilities, and Equities

This course covers elements of the payroll control system, various aspects of controls over the production cycle and functions of the finance and investment cycles and how to evaluate the controls over them.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1107A - Fraud-Detection and Investigators’ Responsibilities

This course covers practical techniques for developing fraud-detecting procedures, the auditors’ responsibilities for fraud detection, digital analysis and number patterns.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1111A - Fraud Analytics Part 1

This course will help you get your business into a proactive fraud detection environment that identifies potentially threatening actions before they occur. Topics covered include: characteristics of detection of occupational fraud, the differences between fraud prevention and detection, the stages in the fraud analysis process, the characteristics of ACL analytical software, and the uses for predictive modeling.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1112A - Fraud Analytics Part 2

This course will help you get your business into a proactive fraud detection environment that identifies potentially threatening actions before they occur. Topics covered include: CaseWare IDEA, the phases of Centrifuge VNA fraud analysis, the attributes of IBM’s i2 Analyst’s Notebook, analysis techniques used when there is a large amount of data, and the new trends in fraud analytics.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1121B - Occupational Fraud and Corruption

This course provides an overview of investigative psychology that will allow businesses to close this gap in fraud prevention. Topics covered include: the various characteristics of occupational fraud, the different types of occupational fraud, the median duration of fraud discovery, what shapes corporate integrity, the main cause of opportunity for fraud and the fraud diamond.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1122B - Profiling the Fraudster: Part 1

This course provides an overview of investigative psychology that will allow businesses to close this gap in fraud prevention. Topics covered include: what makes up a fraud profiling strategy, characteristics of a typical fraudster, which assets are most often misappropriated, fraud that can be discovered by chance and how to recognize red flags of a fraudster.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1123B - Profiling the Fraudster: Part 2

This course provides an overview of investigative psychology that will allow businesses to close this gap in fraud prevention. Topics covered include: the position and the department of a fraudster, collusion in fraud, commonalities of fraud victim organizations, the consequences of fraud on victims and offender profiling.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1124B - Building a Fraud Profiling Methodology

This course provides an overview of investigative psychology that will allow businesses to close this gap in fraud prevention. Topics covered include: characteristics of antifraud programs, data analysis techniques, applying fraud profiling to an organization, and the occurrence of actual convictions of fraud-related offenses.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1131A - Corporate Fraud and Manipulation: Part 1

In this course you will learn to recognize different types of business fraud, recognize how fraud has been a part of history, identify the institutions involved with regulating accounting standards, and recognize the components that can lead to fraud.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1132A - Corporate Fraud and Manipulation: Part 2

In this course you will learn to identify factors involved in legal manipulations, recognize where and when illegal accounting can occur, recognize the consequences for those involved with committing fraud, and recognize the clear warning signs of fraud

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1133A - Corporate Fraud and Manipulation: Part 3

In this course you will learn to identify the motives behind corporate fraud, recognize the warning signs of fraud on an income statement, and identify some suggested regulations that could curb accounting fraud.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1141A - Internal Controls: Background and Order to Cash Process

In this course you will learn to identify corporate controls to mitigate risk, recognize that internal control systems have limitations, and identify the sub-processes of the O2C process.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1142A - Internal Controls: Treasury Process, Procure to Pay and Hire to Retire Process

In this course you will learn to identify the foundational elements of the Treasury process, identify the risks that are mitigated by using supplier portals, and recognize the role that HR and payroll play in internal control processes.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1143A - Internal Controls: Supply Chain, Record to Report, Government Contracts and Information Management

In this course you will learn to identify the foundational elements of the supply chain process, identify the foundational elements of the R2R process, recognize the importance of compliance in government contracting, and recognize the importance of implementing internal controls associated with GRRRC.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1144A - Internal Controls: Computer, Telecommunications, and Systems Controls

In this course you will learn to recognize the importance of internal controls with IT policies and procedures.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

1145A - Internal Controls: Insurance, EH&S, Customer and Professional Services, and Entity-Level Controls

In this course you will learn to identify key assets, identify which types of insurance are necessary, identify the role of internal controls on EH&S regulations, recognize the importance of customer input, recognize the role of PS metrics, and recognize the role of entity-level controls.

NASBA Area of Study: Auditing | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

Accounting Courses
2101B - GAAP: Balance Sheet Part 1

This course covers a variety of issues related to GAAP with a focus on balance sheets. Much of the course is in a Question & Answer format.

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2102B - GAAP: Balance Sheet Part 2

This course covers a variety of issues related to GAAP with a focus on balance sheets. Much of the course is in a Question & Answer format.

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2103B - GAAP: Balance Sheet Part 3

This course covers a variety of issues related to GAAP with a focus on balance sheets. Much of the course is in a Question & Answer format

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2104B - GAAP: Revenue and Expenses Part 1

This course covers a variety of issues related to GAAP with a focus on revenue and expenses. Much of the course is in a Question & Answer format.

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2105B - GAAP: Revenue and Expenses Part 2

This course covers a variety of issues related to GAAP with a focus on revenue and expenses. Much of the course is in a Question & Answer format.

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2106B - GAAP: Revenue and Expenses Part 3

This course covers a variety of issues related to GAAP with a focus on revenue and expenses. Much of the course is in a Question & Answer format.

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2111A - Accounting and Financial Reporting - COVID-19 and The CARES Act Part 1

The purpose of this course is to review the accounting and financial reporting impacts of the economic crisis created by the coronavirus (COVID-19), and the changes made by the 2020 CARES Act. Topics include: disclosures of subsequent events and risks and uncertainties; asset impairments and long-lived assets; write-downs and discourses of stock market investments and other accounting and auditing issues related to the coronavirus.

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2112A - Accounting and Financial Reporting COVID-19 and The CARES Act Part 2

The purpose of this course is to review the accounting and financial reporting impacts of the economic crisis created by the coronavirus (COVID-19), and the changes made by the 2020 CARES Act. Topics include: disclosures of subsequent events and risks and uncertainties; asset impairments and long-lived assets; write-downs and discourses of stock market investments and other accounting and auditing issues related to the coronavirus.

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2141A - Tax-Basis Financial Statements

This course covers how to disclose and present tax-basis financial statements.

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2151A - Tax Cuts and Jobs Act: Accounting and Financial Reporting

The objective of this course is to inform the reader of impacts the changes made by the Tax Cuts and Jobs Act have on GAAP and financial reporting. Topics include an analysis of adjustments required to be made to deferred income tax assets and liabilities, including those assets related to net operating losses, the newly issued ASU 2018-02 related to the tax effect of accumulated other comprehensive income, accounting for the change from an S to a C corporation, the impact of the elimination of like-kind exchanges, GAAP accounting for bonus and Section 179 depreciation, new limitations on the interest deduction, SEC SAB 118 transition rules, presenting the tax benefit of an NOL carryover, and more.

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2161A - SSARS Nos. 21-24: Compilation and Review Standards, AR-C Section 60, AR-C Section 70

This courses identifies some of the changes in SSARS no. 21, as amended by SSARS No. 23, that are and are not carried over from auditing standards. It covers engagement types that are and are not part of SSARS No. 21. as well as AR-C Section 70 - Preparation of Financial Statements.

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2162A - AR-C Section 80 - Compilation Engagements

This course covers the objective of a compilation engagement under AR-C 80 of SSARS No. 21. and how an accountant should report on a disclaimer of supplementary information in a compilation engagement

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

2163A - AR-C Section 90 - Review of Financial Statements, Special Considerations—International Reporting Issues

This course identifies the requirements to be satisfied to perform a review engagement under AR-C 90 and the evidence an accountant should obtain to demonstrate that financial statements reconcile with accounting records.

NASBA Area of Study: Accounting | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

Business Courses
4101A - Entrepreneurs: Intro, Business Plans, Business Models and the Lean Model

This course covers characteristics of successful companies from an entrepreneurial view point. It covers the purpose of a business plan and the importance of a business model in today’s fast moving markets. Including the new way of thinking: the LeanModel framework. It also covers the benefits of working local and the idea that “less is more”

NASBA Area of Study: Management Services | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4102A - Entrepreneurs: Prototyping, Customers, Crowd Investors

This course covers the importance of utilizing a prototype, how to successfully relate to customers, and the new power of crowdfunding.

NASBA Area of Study: Management Services | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4103A - Entrepreneurs: Opportunities, Failing Fast and Wining Big, Start Today

This course amins to help identify good sources for entrepreneurial opportunities, the characteristics of a successful entrepreneur, and how how specific companies succeeded or failed fast.

NASBA Area of Study: Management Services | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4121A - Family Trusts Part 1: Trustscape Introduction and the Players

This course provides a hands-on primer for trustees, trust protectors, and trust creators in creating trusts that are designed to promote beneficiary growth and independence. It covers the principles at the foundation of a sound trustscape, when trusts first originated and the ideal attributes of a beneficiary. It also covers the roles of the people involved in a trustscape, the elements necessary to create a legal trust and the functions of a trust advisor.

NASBA Area of Study: Finance | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4122A - Family Trusts Part 2: Building Great Relationships

This course provides a hands-on primer for trustees, trust protectors, and trust creators in creating trusts that are designed to promote beneficiary growth and independence. It coveres the appropriate mind-sets and responses in order to maintain positivity, the effectiveness of different types of responses, the steps a trustee should take when analyzing a distribution request and the key to managing fiscal inequity in a marriage.

NASBA Area of Study: Finance | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4123A - Family Trust Part 3: Model for a Human Trustscape

This course provides a hands-on primer for trustees, trust protectors, and trust creators in creating trusts that are designed to promote beneficiary growth and independence. It coveres the principal functions of a trustee, the highest responsibility of a beneficiary, and the trusts that are best suited for a humane trustscape.

NASBA Area of Study: Finance | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4131A - Excel Financial Modeling: Getting Started

This course offers a guide to help you create informative and enlightening financial models. All you need is a basic understanding of Excel to start building models with practical hands-on exercises. This course will focus on: the practical uses and examples of financial modeling, the issues and risks for using execel for financial modeling purposes, designing the layout of your model and guidelines to follow when building your model.

NASBA Area of Study: Finance | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4132A - Excel Financial Modeling: Excel Tools and Using Existing Models

This course offers a guide to help you create informative and enlightening financial models. All you need is a basic understanding of Excel to start building models with practical hands-on exercises. This course will focus on: checking the output and accuracy of inherited models, Excel’s most relevant modeling tools and techniques, and the many functions and formulas used in financial modeling.

NASBA Area of Study: Finance | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4133A - Excel Financial Modeling: Charting, Scenarios, Integrated Models

This course offers a guide to help you create informative and enlightening financial models. All you need is a basic understanding of Excel to start building models with practical hands-on exercises. This course will focus on: techniques for building scenarios and sensitivity analysis, methods for displaying and presenting the output, and the components of an integrated financial statement

NASBA Area of Study: Finance | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4134A - Excel Financial Modeling: Cash Flows, Budgeting, Reducing Error, Common Pitfalls

This course offers a guide to help you create informative and enlightening financial models. All you need is a basic understanding of Excel to start building models with practical hands-on exercises. This course will focus on: discounted cash flow, reusable budget models, strategies to avoid using, and common pitfalls of modeling.

NASBA Area of Study: Finance | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4141A - Productivity: Getting started, peak performance and goal setting

This course is designed to help you maximize your productivity and get more out of the time you have while watching your productivity soar. Topics coved by this course include: the starting point to excel at time management, the principles for peak performance, setting goals for your income and the tools to achieve your goals faster.

NASBA Area of Study: Personnel/Human Resources | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4142A - Productivity: Time Management, Proper Priorities and Work Habits

This course is designed to help you maximize your productivity and get more out of the time you have while watching your productivity soar. Topics coved by this course include: The most important time planning tools, the most important factor when setting priorities, work habits and techniques for improving productivity.

NASBA Area of Study: Personal Development | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4143A - Productivity: Multitasking, Time Wasters and Overcoming Procrastination

This course is designed to help you maximize your productivity and get more out of the time you have while watching your productivity soar. Topics coved by this course include: Multitasking, good communication, strategies to more effective meetings, identifying major time wasters and recognize steps towards overcoming procrastination.

NASBA Area of Study: Personal Development | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4151A - Leading and Succeeding - Part 1

In this course you will learn to identify the key to leading and succeeding in times of crisis and rapid change, recognize key qualities of leadership, recall common characteristics of successful leaders, and identify the principles of military strategy as they apply to leadership.

NASBA Area of Study: Communications | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4152A - Leading and Succeeding - Part 2

In this course you will learn to identify how to report unpleasant news, recall the three Rs of improving a company’s efficiency and effectiveness, identify the key to creating a high trust environment, recognize the importance of diligence in the hiring process, recall how to encourage employees to be more thoughtful and creative in achieving the company’s goals.

NASBA Area of Study: Communications | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4153A - Leading and Succeeding - Part 3

In this course you will learning to identify common characteristics of top teams in business, recall the stages of team development, identify blocking assumptions that occur during problem solving, identify keys to being a good listener, recognize when a leader should delegate, and identify the purpose of the TRAF method.

NASBA Area of Study: Communications | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4161A - Excel 2019: Getting Started And the Part of Tens

This course covers such fundamentals as how to start the program, identify the parts of the screen and the secrets of the Ribbon interface. It also covers the ten most useful facts, tips, and suggestions.

NASBA Area of Study: Computer Software & Applications | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4162A - Excel 2019: Getting Started with Spreadsheets

This course covers the fundamentals of spreadsheets in excel. Topics include: starting a worksheet from scratch, entering different types of data, creating simple formulas, using the AutoCorrect and AutoFill features, built-in functions, and more.

NASBA Area of Study: Computer Software & Applications | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4163A - Excel 2019: Editing Without Tears Part 1

This course covers the editing features and recalling the best practices for printing reports and formulas. Topics include: moving and copying formulas, deleting and inserting columns and rows, spell-checking worksheets, quick print and the quick access toolbar, headers and footers, and much more.

NASBA Area of Study: Computer Software & Applications | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4164A - Excel 2019: Editing Without Tears Part 2

This course covers the editing features and recalling the best practices for printing reports and formulas. Topics include: moving and copying formulas, deleting and inserting columns and rows, spell-checking worksheets, quick print and the quick access toolbar, headers and footers, and much more.

NASBA Area of Study: Computer Software & Applications | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4165A - Excel 2019: Getting Organized And Staying That Way

This course covers the fundamentals of spreadsheets in excel. Topics include: starting a worksheet from scratch, entering different types of data, creating simple formulas, using the AutoCorrect and AutoFill features, built-in functions, and more.

NASBA Area of Study: Computer Software & Applications | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4166A - Excel 2019: Digging Data Analysis

Topics covered in this course include: using the basic what-if analysis to achieve desired goals and avoid unwanted results, looking at different possible scenarios for projected worksheet data, and the versatile summary tool - the pivot table.

NASBA Area of Study: Computer Software & Applications | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4167A - Excel 2019: Life Beyond The Spreadsheet Part 1

This course covers charts and graphics. Topics covered include: customizing charts from the chart tools context tab, data visually with Sparklines, adding text box and arrow to a chart, adding WordArt and SmartArt, printing charts, and more.

NASBA Area of Study: Computer Software & Applications | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4168A - Excel 2019: Life Beyond The Spreadsheet Part 2

This course covers how to manage data lists and features for enhancing and sharing spreadsheets. Topics include: setting up a data list, entering and editing records, importing external data, using Office and Excel add-ins, hyperlinks, sharing worksheets on the web, and more.

NASBA Area of Study: Computer Software & Applications | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4171A - Business Entities: Part 1

This course covers the major attributes of various entity forms, requirements for forming certain types of business entities, and the rights and duties of business owners.

NASBA Area of Study: Business Law | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4172A - Business Entities: Part 2

This course covers the rules governing the management and control of business entities and the personal liability characteristics of various business forms.

NASBA Area of Study: Business Law | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4173A - Civil Liabilty And Unfair Competition In Business

This course will first provide a brief overview of the American tort system with an in depth look at a few important topics, including the concept of vicarious liability and punitive damages. Then it examine some of the more common so-called “business torts,” including trade libel, interference with contractual relations, and unfair competition. Also in the area of unfair competition, this part will provide a useful overview of federal antitrust laws.

NASBA Area of Study: Business Law | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4174A - Intellectual Property

Some types of property involve images, ideas, concepts, or arrangements of words. Collectively, these are referred to as intellectual property (IP). Intellectual property isn’t tangible. Although it’s not typically something that you can hold in your hands, it belongs to your business just the same. It’s as real as any piece of equipment. A variety of laws protect it against theft by other businesses or individuals. This course provides an introduction to intellectual property law.

NASBA Area of Study: Business Law | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4175A - The Law of Independent Contractors: Part 1

Businesses often hire independent contractors as a way of saving money. Both state and federal laws impose significant legal and financial obligations on employers regarding the hiring of independent contractors. This course identifies penalties associated with misclassifying employees as independent contractors and recognizes how the IRS determines worker status and the statutory classes of workers.

NASBA Area of Study: Business Law | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4176A - The Law of Independent Contractors: Part 2

Businesses often hire independent contractors as a way of saving money. Both state and federal laws impose significant legal and financial obligations on employers regarding the hiring of independent contractors. This course covers the employer’s good faith defense, the penalties involved in misclassifying workers for federal tax purposes, and characteristics of the workers’ compensation system.

NASBA Area of Study: Business Law | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4177A - The Law of Independent Contractors: Part 3

This course discusses the different chapters under the Bankruptcy Code that are applicable to businesses. The Bankruptcy Code is codified as Title II of the United States Code. It is the uniform federal law that governs all bankruptcy cases. There is a bankruptcy court for each judicial district in the country. Federal bankruptcy courts have exclusive jurisdiction over cases involving personal and business bankruptcy.

NASBA Area of Study: Business Law | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4181A - Age of Agile: More Value, Less Work and the Power of Small Teams

Companies that embrace Agile management can deliver instant, intimate, frictionless value on a large scale. Topics covered in this course include the premise of Agile management and the common practices of Agile management teams.

NASBA Area of Study: Business | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4182A - Age of Agile: Networks, Scale and Strategic Agility

Companies that embrace Agile management can deliver instant, intimate, frictionless value on a large scale. Topics covered in this course include: the goal of transforming from a bureaucracy to a network, the difficulties in implementing the Agile movement, and market-creating value propositions.

NASBA Area of Study: Business | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4183A - Age of Agile: Organizational Culture and the Trap of Shareholder Value

Companies that embrace Agile management can deliver instant, intimate, frictionless value on a large scale. Topics covered in this course include the need to change an organizational culture in order to be Agile and identifying the pitfalls of managing by shareholder value.

NASBA Area of Study: Business | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

4184A - Age of Agile: The Traps of Buybacks, Cost-Oriented Economics, and Backword Looking Strategies

Companies that embrace Agile management can deliver instant, intimate, frictionless value on a large scale. Topics covered in this course include: the impetus that encouraged stock buybacks, the pitfalls of focusing on cost-cutting measures, and the shortcomings of analyzing business strategies.

NASBA Area of Study: Business | Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

Tax Courses
3232A - Coronavirus Aid, Relief and Securities (CARES) Act

This course covers the most significant aspects of the Coronavirus Aid, Relief and Securities (CARES) Act. It is in a format that summarizes the key points of the act and then a thorough FAQ section that will hopefully answer many of your questions.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3231A - Families First Coronavirus Response Act (FFCRA)

This course covers the most significant aspects of the Families First Coronavirus Response Act (FFCRA). It is in a format that summarizes the key points of the act and then a thorough FAQ section that will hopefully answer many of your questions.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3101B - Business Entities: Introduction, Overview, and the Rights of Owners

This course covers the major attributes of various entity forms. It includes the requirements for the formation of various types of entities, an overview of recent changes, and the rights and obligations of owners in multi-owner businesses.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3102B - Business Entities: Control, Liability, and Professional Business Associations

This course covers the level of participation and personal liability characteristics for mangers and owners of various entity forms. It also includes information on the basic restrictions of professional business associations.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3103B - Business Entities: Distributions to Owners

This course covers the manner in which profits are distributed to the owners of various entities – be they partners in a general partnership or shareholders in a classic C corporation – and the manner in which they are taxed.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3104B - Business Entities: Transfer, Conversion, Merger, Termination, and Dissolution

This course covers the factors to consider related to transfers, conversions, and mergers of business entities. It also covers the rules governing the dissolution of various business forms.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3105B - Business Entities: Taxation

This course covers some of the tax impacts when choosing between various business entities.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3111C - Individual Income Tax: Income Part 1

This course covers basic information about the tax system and discuses which income is and is not taxed. Types of income discussed include: wages, salaries, tips, interest, dividends, social security, and others.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3112C - Individual Income Tax: Income Part 2

This course covers various types of income and discuses which ones are taxed and which ones are not. Types of income discussed include: rental income, retirement benefit and pensions, annuities, and others.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3113C - Individual Income Tax: Gains and Losses

This course covers investment gains and losses, including how to figure your basis in property. It will help you determine if a gain from selling or trading stocks, bonds, or other investment property is taxable and if a loss is or is not deductible. It also discuss gains from selling property you personally use.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3114C - Individual Income Tax: IRAs, Alimony and Education-Related Adjustments

This course covers some of the adjustments to income that you can deduct in figuring your adjusted gross income. Topics discussed here include: IRAs, Alimony, and education related adjustments.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3115C - Individual Income Tax: Various Income Adjustments

This course covers some of the adjustments to income that you can deduct in figuring your adjusted gross income. Topics discussed include: travel, transportation, gifts, and others.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3116C - Individual Income Tax: Deduction Part 1

This course covers some of the deductions used to figure taxable income. Deductions discussed here include: standard deduction, medical and dental expenses, taxes and interest.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3117C - Individual Income Tax: Deduction Part 2

This course covers some of the deductions used to figure taxable income. Deductions discussed here include: Contributions, nonbusiness casualty, and theft losses.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3118C - Individual Income Tax: Deduction Part 3 (Pass-Through Income)

This course covers some of the deductions used to figure taxable income. Deductions discussed here include: section 199A pass-through income and other itemized deductions

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3119C - Individual Income Tax: Figuring Your Taxes and Credits

This course covers how to figure your tax and how to figure the tax of certain children who have unearned income. It also discusses tax credits that, unlike deductions, are subtracted directly from your tax.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3121B - Divorce Taxation: Overview, Filling Status, and Alimony

This course cover the general tax issues associated with divorce. It also covers in more the detail issues involving filling status and the tax consequences of alimony

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3122B - Divorce Taxation: Community Property Laws and Property Settlements

This courses covers how community property laws affect how assets will be divided and the tax issues associated with property settlements due to divorce.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3123B - Divorce Taxation: Dependent Care Credit and Claiming Dependents

This courses provides an overview of the child and dependent care tax credit and discusses the implications of divorce on its availability. It also includes details on how dependents can be claimed by divorced parents.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3124B - Divorce Taxation: Retirement Benefits and Innocent Spouse Relief

This course covers the various forms of relief that may be available to a spouse or former spouse. It also includes information of the distribution and tax rules that govern the division of retirement plans associated with divorce.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3131A - Settling Tax Debt: Overview, Collections and Installments

This course covers major tools that can be used to settle tax debts with the IRS. Topics include: the ‘Fresh Start’ initiative, methods of federal tax debt collection, and installment agreements.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3132A - Settling Tax Debt: Offers in Compromise

This course covers major tools that can be used to settle tax debts with the IRS. Topics include: the grounds for seeking, applying for, appealing, and rejecting an Offer in Compromise.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3133A - Settling Tax Debt: Relief and Bankruptcy

This course covers major tools that can be used to settle tax debts with the IRS. Topics include: Relief for liability for join returns and the common forms of bankruptcy protection.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3141C - Maximizing Deductions: Travel, Entertainment, Gifts, and Recordkeeping

This course includes current information related to transportation expenses, what travel expenses are deductible, the deductibility of meals and entertainment expenses, the restrictions on the deductions for business gifts, and the various recordkeeping requirements.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3142C - Maximizing Deductions: Transportation and How to Report

This course cover deductible transportation expenses, Section 179 deduction requirements, the rules regarding the depreciation of vehicles, as well as what is required to adequately account to an employer for employee business expenses.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3143C - Maximizing Deductions: Business Use of Your Home

This course covers the tax rules regarding the business use of a home as well as identifying how daycare facilities in a home qualify for different rules than other businesses.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3151B - Education Expenses Part 1

This course covers the various types of tax benefits and savings opportunities available for education. The topics covered here included: the types of educational assistance, American Opportunity Credit, lifetime learning credit, the tax treatment for student loans, and cancellations or repayment assistance for student loans.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3152B - Education Expenses Part 2

This course covers the various types of tax benefits and savings opportunities available for education. The topics covered here included: tax deductions for tuition and fees, Coverdell ESAs, qualified tuition programs, early distributions from IRAs, tax free bonds, employer-provided educational assistance plans, and business deduction for work-related education.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3161B - Small Business Tax Planning Part 1

This course covers strategies for a variety of small business tax planning needs. Topics in this course include: income and deduction strategies, strategies for opening or closing a business, strategies for running a side business, and strategies for running more than one business.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3162B - Small Business Tax Planning Part 2

This course covers strategies for a variety of small business tax planning needs. Topics in this course include: the nuances of the alternative minimum tax, FICA, other employment taxes, estimated taxes, electronic filing, extensions, retirement planning, succession planning, and various types of audits.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3171C - Roth IRAs

This course describes the benefits of a Roth IRA as compared to its traditional counterpart. The course also covers contribution limits, eligibility requirements, rules for converting one type of IRA into another, and rules governing the withdrawal of funds.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3181C - Partnership General Tax Information

This course is designed to give a general overview of the taxation of partnerships. It explains how income tax laws apply to partnerships and partners.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3191C - Taxes and Real Estate

Real estate is the largest investment most Americans will ever have. This course covers the tax implications of selling a home, as well as the investment of a second home for personal or rental purposes.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3241A - Tax Reform: Guide to Divorce

The new Tax Cuts and Jobs Act has specific tax consequences for separated and divorced individuals and this course will ensure that you have a solid understanding of these changes. Major changes including the elimination of the alimony deduction, the tax modification of existing alimony agreements, whether to opt in or out of the new tax rule, and the child tax credit increase will all be addressed in this course material

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3251B - S Corporations: Tax Considerations

S corporations are currently the largest tax filer in the United States of America. This course covers the tax considerations in electing S corporation status and trusts that qualify as S corporation shareholders.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3252B - S Corporations: Requirements

S corporations are currently the largest tax filer in the United States of America. This course covers the statutory requirements to be an S Corporation.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

3281A - S Corporations: Corporate Income Taxes and Credits

This course covers the tax rates and credits that affect S corporations.

Credits: 2 | Exam: 10 Questions | Level: Basic | Preparation: None

Webinar details:

  • Webinars are on-demand (no polling questions)
  • Run times are approximately 55 minutes
  • All webinars have PDF downloadable slides
Webinar Self-Study Courses
8000A - Breakfree from Accounting Drudgery

Leveraging Technologies to Become More Impactful

In college, accounting students learn strategic and analytical skills that are often times not fully utilized during their careers. However, in today’s time, it’s more common that their day-to-day workload consists of manual tasks and processes. Join an all star cast, including Mike Whitmire, CPA*, CEO and Co-founder of FloQast, Dan Fletcher, CFO at Planful and Carlos Vega, CEO at Tesorio, who will share how accountants can rediscover the strategic skills acquired in college by looking to technologies available today to free up accountants from the drudgery of busy work. Discover how a connected and optimized tech-stack empowers your finance and accounting organizations to streamline these processes.

Credits: 1 | Exam: 5 questions | Category: Accounting | Level: Basic | Preparation: None

Slide Preview: Open

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8001A - Strategies for a Faster & More Accurate Month-End Close

Remote Finance & Accounting Teams

Especially in businesses’ new virtual norm, employee collaboration, task management, completeness and staying audit ready are essential. Join industry experts from FloQast and Embark for an interactive panel discussion where they’ll share best practice strategies to speed and streamline your month-end close in a remote environment. You’ll learn tips and tricks to empower your staff to be more efficient without the need to micromanage. You’ll also hear from Vincent Gomez, VP Controller at Dosh as he shares his vast experiences and insight around the financial close process.

Credits: 1 | Exam: 5 questions | Category: Accounting | Level: Basic | Preparation: None

Slide Preview: Open

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100% Money Back Guarantee

If you are not completely satisfied with your courses, for any reason, you may request a full refund at any time within 45 days of your purchase.

Hours: 72 every three years

Minimum: 16 hours per year (including ethics)

Ethics: 2 hours per year

CE Deadlines: 12/31 Annually

More EA CE Info

All courses completed with a passing score are automatically reported to the IRS as long as you have provided your PTIN number to us. Courses are reported every business day, but please note that the IRS may take up to 48 hours to post recently reported credits in your PTIN account online.

Pacific CPE is a NASBA and IRS-approved provider of online self-study continuing education for accounting professionals.

NASBA: 143718

IRS: TJTMJ

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Saturday 10:00am–3:00pm PT

Phone: (800) 787-5313

Email: Support@PacificCPE.com