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| Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential for meeting your clients' diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise and credibility in the field. Explore the intricacies… | |
| A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It… | |
| Description: This seminar will review situations in which a CPA or accounting professional may have be in danger of being sued. We will cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior.This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel.Learning Objectives: By the end of the course, the participant will be able to:1. Define the elements of… | |
| This course covers the authoritative GAAP for construction contractors as found in FASB ASC 910 along with the guidance contained in the AICPA Guide for Construction Contractors. In this course, Jeff will cover the unique aspects of accounting in the construction industry and how the standards and guidance address those issues.The course will also include many examples to aid in understanding. In addition to the exceptional material, Jeff will include his signature video parodies, which… | |
| Every business has both current and long-term liabilities that must be tracked and recorded. Accounting for Current and Long-Term Liabilities is a course that discusses important characteristics of liabilities and how liabilities are classified and reported in financial statements. This course will identify how to distinguish between current and long-term liabilities. This course will identify what liabilities are classified as current liabilities and what liabilities are classified as long-term liabilities. This course will also provide… | |
| This seminar examines recent events involving the theft of company or public money and the circumstances that allowed the fraud to occur. We will be looking at a variety of case studies to illustrate these points. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel.To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies… | |
| Description: This seminar examines recent events involving the theft of company or public money and the circumstances that allowed the fraud to occur. We will be looking at a variety of case studies to illustrate these points. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel.Program Content:· Reasons why fraud occurs.· Case studies of situations where embezzlement occurred.· Red flags indicating that an organization is at risk… | |
| Internal controls are required to ensure the integrity of financial and accounting information, promote accountability, and prevent fraud. This course will describe the importance of internal controls and the purpose of audit committee. This course will review the goals for internal controls and discuss the internal control framework used by most companies based in the United States. This course will describe the interrelated components for an effective internal control system. This course will discuss the… | |
| All business entities require information to operate efficiently and effectively. The accounting system is one of the most important systems for the organization’s decision makers. Accounting information systems collect and process data from transactions and events, organize them in useful reports, and communicate results to decision makers. Accounting Systems and Financial Statements is a course that will describe what information must be collected to properly report on a business. This course will describe the four… | |
| In the complex world of finance and accounting, the significance of mastering accounts payable best practices cannot be overstated. As the financial backbone of any organization, the efficient management of accounts payable plays a pivotal role in safeguarding its fiscal health. Sadly, many companies ignore these best practices and the impact is felt on your bottom line. The accounts payable function is changing at a dizzying pace. Unfortunately, keeping up to speed these days can… | |
| In this presentation author and Excel expert David Ringstrom, CPA, helps you expand your Excel toolbox by comparing the INDEX/MATCH functions to the XLOOKUP worksheet function in Excel 2021 and Excel for Microsoft 365. You'll also see how to transform ugly reports exported from accounting software and other platforms into analysis ready formats by using Power Query. David will also show you how to use Excel's Solver feature to identify the combination of amounts from… | |
| By changing many of the rules traditionally applicable to health insurance and imposing healthcare-related requirements on virtually every individual, the Patient Protection and Affordable Care Act (PPACA) is likely to affect virtually every person in the United States in some way.The Patient Protection and Affordable Care Act (PPACA) imposes various tax increases in order to generate revenue and uses a carrot and stick approach to ensure individuals comply with its provisions by offering tax credits… | |
| The Patient Protection and Affordable Care Act (PPACA) has brought about the most significant change in healthcare since the passage of the 1965 legislation that authorized Medicare. It imposes healthcare-related requirements on health plans, health insurers and employers.Eligible small employers may receive tax credits for providing health insurance coverage to their employees, and large employers may find themselves subject to tax penalties for failing to provide such employee coverage. This course will review the principal… | |
| Effective policies and procedures in the Accounts Payable function are critical for any organization wishing to reduce or eliminate duplicate payments, prevent and detect fraud, and be cost-effective and compliant with all regulatory issues affecting the payment function. The first step in that battle is having a current, detailed policy and procedures manual. This course presents information the professional can use to create an effective manual, that not only documents the organization's policies and procedures… | |
| Each year, various limits impacting income tax return preparation and tax planning are affected by inflation-related changes. In addition, various new tax laws may be passed. This course will examine many of those changes.The Annual Federal Tax Refresher course is designed to meet the requirements of the IRS voluntary Annual Filing Season program. It discusses new tax law and recent updates for the upcoming filing season, provides a general tax review, and examines important rules… | |
| November 12th, 2026 Location: DoubleTree by Hilton Arlington DFW South 1507 N. Watson Rd Arlington, TX 76006 (817) 640-7712 Speaker: Shelli Huston | |
| November 11th, 2026 Location: DoubleTree by Hilton Arlington DFW South 1507 N. Watson Rd Arlington, TX 76006 (817) 640-7712 Speaker: Shelli Huston | |
| November 11th & 12th, 2026 Location: DoubleTree by Hilton Arlington DFW South 1507 N. Watson Rd Arlington, TX 76006 (817) 640-7712 Speaker: Shelli Huston | |
| The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects, but it also directly impacts tax planning.This mini-course is designed to survey opportunities for asset protection that can arise during tax planning and to determine how to properly report such transactions. | |
| Internal controls are required to ensure the integrity of financial and accounting information, promote accountability, and prevent fraud. This course will describe the importance of internal controls and the purpose of audit committee. This course will review the goals for internal controls and discuss the internal control framework used by most companies based in the United States. This course will describe the interrelated components for an effective internal control system. This course will discuss the… | |
| In every audit, the auditor is required to specifically assess the risk of material misstatement of the financial statements due to fraud. Fraud auditing is a course that examines the types of fraud considered by auditors when auditing financial statements: fraudulent financial reporting and misappropriations of assets. This course describes the way auditors gather information to assess fraud risk in every audit and develop appropriate responses to identified fraud risks, after considering the effectiveness of… | |
| Auditing and assurance services are important services provided by CPAs. Auditing and Other Assurance Services is a course that will describe auditing and assurance services. This course will identify the different types of audits and the different types of assurance services. This course will define the importance of ethics in the CPA and auditing professions. This course will describe the different organizations that create and enforce ethical guidelines. Finally, this course will describe the importance… | |
| The auditor uses four phases to meet the overall objective of the audit, which is to express an opinion on the fairness with which the financial statements present fairly. Every audit requires planning, which occurs during the first of the four audit phases. Audit planning is a course that will review the audit planning process. This course will discuss the important of evaluating materiality and risk, which will impact the auditor's planned audit evidence. This… | |
| Every audit requires planning. Audit planning requires evaluating materiality and risk. Both materiality and risk evaluation require judgement from the auditor because both concepts directly impact the auditor's planned audit evidence. Materiality is important because the auditor provides assurance to financial statement users that the financial statements are free of material misstatements. This requires the auditor to develop a preliminary judgment about materiality when planning the audit, which will provide the basis for that important… | |
| This course examines the purpose, design, and audit evaluation of role reviews within SOX-relevant systems. Participants will learn how role reviews differ from user access reviews, why configurable roles create structural access risk, and how periodic role governance supports effective ICFR compliance. The session explores common role design pitfalls, testing considerations, documentation expectations, and practical red flags auditors encounter. By the end of the course, attendees will understand how to evaluate role review controls for… | |
| This course provides a practical and risk-focused examination of user access reviews within a SOX and ITGC environment. Participants will learn how to evaluate the design and execution of access reviews, assess reviewer independence and competence, determine whether audit evidence is sufficient and reliable, and identify common failure patterns that undermine reliance. Through real-world case studies and applied examples, the course emphasizes audit judgment and inspection risk, helping professionals determine when a user access review… | |
| Operating costs for vehicles used in the course of a taxpayer’s business are deductible. Thus, when taxpayers use their vehicles in their businesses or employment, they can deduct that portion of the cost of operating their vehicle. Such costs that can be deducted are property taxes that are paid on their vehicle if deductions are itemized on Schedule A. This mini-course reviews the apportionment of personal and business use, the actual cost method, the standard… | |
| The Bankruptcy Abuse Prevention and Consumer Protection Act was enacted to minimize abuse of the bankruptcy system. Included in this Act were tax law changes and other changes that individuals, partnerships, and corporations will see in the bankruptcy procedures and qualifications. This mini-course both ex-amines these changes that debtors will face when filing for federal bankruptcy and also explores the many tax issues of bankruptcy. Practitioners will also learn about other issues such as homesteading… | |
| This course is an overview of basic fringe benefits and examines their mechanics, compensation methods, valuation, withholding, and accounting. Achievement awards, term life insurance, medical reimbursement, meals & lodging, educational assistance, dependent care, employer-provided automobiles, interest-free loans, etc. are identified. Employer and employee economic and tax considerations are recognized. Fringe benefit requirements and limits are specified and ERISA compliance requirements are determined. | |
| Best practices for the accounts payable function are critical for those organizations concerned about their profitability. For poor practices result in excess cost, duplicate payments, increased processing expenses, fraud, and frayed vendor relationships. And, of course, there is the growing issue of regulatory compliance as the Feds and states look for their fair share. This course presents information the professional can use to identify best practice problems as well as regulatory concerns. Industry expert Mary… | |
| The "One Big Beautiful Bill Act," often called the Big Beautiful Bill (BBB), is a sweeping budget reconciliation. Designed to make permanent the 2017 Trump tax cuts, the bill aims to deliver substantial tax relief to American families, workers, farmers, and small businesses. Key provisions include locking in and expanding the child tax credit, eliminating taxes on tips, overtime, and car loan interest, and providing enhanced deductions for seniors. The legislation also expands the §199A… | |
| In this presentation, author and Excel expert David Ringstrom, CPA, teaches you how to create resilient and easy-to-maintain budget spreadsheets. David will contrast assigning names to cells, which both simplify formula writing and review, as well as spreadsheet navigation with the Table features, which offers similar benefits. You'll see how the Use In Formula command streamlines formula writing, and how the VLOOKUP, XLOOKUP, and SUMIF functions minimize formula maintenance.Learning Objectives:•••To complete this course participants need… | |
| Taxpayers are once again looking to CPAs for guidance and planning related to travel and entertainment expenses. This comprehensive mini-course examines and explains the practical aspects of business travel and entertainment deductions. To determine the expenses that taxpayers are able to deduct, fundamentals are reviewed and planning opportunities are identified. Practitioners will learn to master the proper administration of these complex and often cumbersome provisions. | |
| This course provides an overview of change management concepts and risk within SOX and ITGC environments. Participants will learn why change management is a foundational ITGC domain, how system changes can impact financial reporting, and the key risks associated with code, configuration, emergency, data, and infrastructure changes. The course also explores the change lifecycle, common control weaknesses, SaaS and SOC report considerations, and the role of auditor judgment in evaluating change-related risk. | |
| Software-as-a-Service (SaaS) platforms have fundamentally changed how organizations manage applications, but they have not eliminated change management risk. While SaaS vendors are responsible for application code, infrastructure, and platform updates, organizations remain responsible for managing configurations, integrations, user access, and other customer-controlled changes that can impact financial reporting. This course explores how change management differs in SaaS environments, the shared responsibility model between vendors and customers, common SaaS change types, and the controls organizations use… | |
| This comprehensive book describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations. It examines their advantages and disadvantages, permitting the reader to properly select the right business entity for their tax and liability needs. Major emphasis is given to the maximization of tax benefits in each business format. Fringe benefits, retirement plan alternatives, and nonqualified deferred compensation are discussed in detail. | |
| This mini-course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right business entity for their tax and liability needs. | |
| This course explores the critical distinction between design failures and execution failures in IT controls and explains why accurate classification is essential for audit quality, deficiency evaluation, and effective remediation. Participants will learn how to identify common design weaknesses, recognize execution breakdowns, apply a structured evaluation framework, and understand how root cause drives severity and remediation strategy in SOX and SOC environments. Practical ITGC examples are used throughout to reinforce auditor judgment and real-world application. | |
| As long as invoices remain a staple of the B2B billing and payment process, smart companies will do everything they can to reduce the number of headaches associated with them. What is interesting as we go through the list is that there are ways to greatly reduce or eliminate some of them. Companies just have to decide to do so and then stick to the regimen. Those routines are spelled out in this paper.In this… | |
| This course explores recurring PCAOB inspection themes related to Information Technology General Controls and explains why certain ITGC audit approaches consistently raise concerns. Rather than focusing on individual deficiencies, the course examines inspection patterns tied to evidence quality, professional skepticism, control clarity, scoping decisions, SOC reliance, and reviewer judgment. Participants will gain insight into how inspectors evaluate ITGC workpapers and how recurring signals of weak documentation or unsupported assumptions increase inspection risk. Understanding these themes… | |
| Segregation of Duties (SoD) reviews are a critical component of internal control over financial reporting, yet many organizations perform them in ways that provide limited assurance. This course examines common pitfalls in SoD reviews, including poorly defined conflicts, incomplete scope, cross-application risk exposure, limited understanding of system roles and permissions, superficial review techniques, and weak documentation. Participants will learn why auditors frequently challenge SoD conclusions and how to strengthen review design, execution, and documentation to… | |
| This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax economics that will permit the tax professional to locate, analyze, and solve financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial… | |
| The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, competence, independence, and objectivity. The Yellow Book is used by auditors of government organizations, entities that receive government awards, and any other audit organization performing Yellow Book audits. The Yellow Book outlines all requirements for governmental audit reports, professional qualifications for auditors, and audit organization quality control.This course… | |
| This course is designed for managers working for multinational companies (MNCs) as well as accountants, CFOs, controllers, treasurers, and international investors. In a modern economy, neither businesses nor individual investors can afford to be ignorant of the basic concepts of international finance. Changes in exchange rates and differences in national inflation and interest rates can affect the competitive position of businesses regardless of whether they are engaged in international operations.For companies that are engaged in… | |
| This course examines and explains the practical aspects of using a closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities, and little-known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions… | |
| This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation under tax law. The advantages and disadvantages of corporations are examined; incorporation and capitalization issues are discussed; and basic tax rates and specialty taxes are reviewed. The tax treatment of operational expenses and deductions is outlined, and accounting periods and methods are explored. Finally, the dangers of multiple corporations and corporate distributions are… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will empower you with techniques that make for efficient spreadsheet design and data analysis. Learn how to streamline your Excel worksheets by placing titles in a single row, thereby eliminating clutter and improving readability. Discover the power of referencing source data cells directly and creating settings tables for easy configuration and review. Enhance your calculations by assigning names to key input cells, writing smarter… | |
| The ease of access to and rapid flow of information makes cybercrime different from real-world crimes. For example, the transformation of crime with the establishment of the computer and networked technologies leads to the shift of target from more tangible to less tangible forms in values of wealth; from things to ideas expressed in informational sources. Cybersecurity is a complex and ever-changing phenomenon. This course is designed to help you navigate the complexities of this… | |
| Excel is fraught with nuances, especially when working with dates or times. In this presentation author and Excel expert David H. Ringstrom, CPA covers the gamut of date and time related functions and features in Excel. He'll explain common frustrations that arise when entering dates in Excel spreadsheets, along with date and time keyboard shortcuts. David will compare the nuances of the NOW function versus the TODAY function, along with techniques such as using TEXT… | |
| Travel expenses are, for many organizations, their second largest controllable expense. This is just one of the reasons why every organization must have a strong policy that governs these expenditures. That being said, the number of problems that continue to plague many companies when it comes to expense reimbursements defies logic. There has to be a better way.In this course, industry expert Mary Schaeffer takes a look at some of the more common problems experienced… |