CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
1.5 Credits
$15
1.5 CPE credit of Ethics (Regulatory) for all CPAs
1.5 CPE credit for Certified Management Accountants (CMA)
1.5 CPE credit for Certified Internal Auditors (CIA)
1.5 CPE credit for Certification in Risk Management Assurance (CRMA)
1.5 CPE credit for Certified Fraud Examiners (CFEs)
1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants
The Art of Effective Communication
Deferring Capital Gains Taxes in the Biden Era
Best Practices: Payroll Tax Withholding and Related Matters
How to Handle Multistate employees’ Tax Withholding and Related Issues Correctly
Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding
People-centric Skills: Crucial Communications
PEO 101: An Introduction to PEOs
ABC's of AB5 - Independent Contracts
Using Pension Plans to Attract and Retain Employees – USA and Canada
Distributions from IRAs and Qualified Retirement Plans
Succession and Exit Planning
Should I Tap My IRA or Social Security First?
IFRS 15 - Revenue Recognition
Form 1099 Latest Developments
Overview and Key Essentials: Form 1040 Individual Tax Return
Data is the lifeblood of business. CPAs do not only deal with the confidential client processes and information, but also with key financial and non-financial data. When client provides such data to a CPA, they expect it to be safeguarded from internal and external security threats. As such, CPA’s must also be vigilant in safeguarding this client data according to Federal and State regulatory requirements.
This Ethics CPE webinar for CPAs covers key considerations CPA’s should be mindful of concerning client data including:
1) Requirements for maintaining confidential client information
2) Malpractice considerations regarding data
3) Client Record Retention requirements
The key topics included in the webinar are as follows:
