1 CPE credit of Auditing for all CPAs
1 CPE credit for Certified Internal Auditors (CIA)
1 CPE credit for Qualification in Internal Audit Leadership (QIAL)
1 CPE credit for Internal Audit Practitioner (IAP)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Conflict Resolution in the Workplace
State Taxation of Pass-through Entities and SALT Cap Workaround
Key Strategies for Accounting and Tax Professionals to Manage E-mail Overload
Taming the E-mail Beast: Key Strategies for Managing Your E-mail Overload
Time Management in “The Cloud” Using Gmail/Google
Building Successful Work Teams for CEOs
CA Employment Law Updates
Interviewing Do’s and Don’ts
Managing Remote Workers
Effective Communication - From Ordinary to an Extraordinary CPA Practice
Essential Communication Skills to Increase Your Sales
Credit card transactions are skyrocketing: Let's get smart about it
Building A 7-Figure Tax Practice While Black
How to build a successful tax practice
Top Hacks for Tax Season 2021
The number one reason for lawsuits against employer-sponsored retirement plans is a breach of fiduciary responsibility. Plan auditors are in a perfect position to detect gaps in plan oversight; however, most audit procedures don’t include simple steps that would identify those breaches. In this live continuing education webinar participants will take away a fresh perspective on how they can add value to retirement plan audits by learning about fiduciary responsibility, how to incorporate those principles into audit procedures, and the recommendations they should be made to clients. By focusing on plan governance, auditors can make performance improvement observations that will help plan sponsors understand the prudent process they are required to follow and improve the quality of the retirement plan they offer employees.
The key topics covered in this online CPE webinar for CPAs, CIAs, and other professionals:
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.NASBARegistry.org.
President, Ashford Investment Advisors
Kathleen Dulko started her financial services career as a CPA focusing on retirement plan, health care, and government audits. In 2010, she earned the position of Corporate Controller for a tax-supported healthcare system, where she was a member of the Retirement Plan and Investment Committees, overseeing more than $1 billion in assets. Ms. Dulko joined Ashford Investment Advisors in 2017 where she serves as a 3(38) Investment Manager to her retirement plan clients. Connect on LinkedIn for regular updates on Plan Governance!
Ashford Investment Advisors is a Registered Investment Advisor (RIA) based in Daytona Beach, Florida. We are proud to offer our services as a 3(38) Investment Manager. Our unique service model combines the plan governance components of a named fiduciary with the risk transfer benefit of a 3(38) Investment Manager. Visit our website at AshfordPlanReview.com to sign up for our monthly newsletter and learn more about PlanAssure, our exclusive 12-point plan governance process.
Mary Steirer, ACCT/BK, CPA (US)
Oct 12th 2021
The information was good, but the presentation was a little dry