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Accounting Credit Courses
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Product CPE Hours CPE Credit Units Recorded Date
State Of The Profession - NextGen Conference 1 Accounting (NYSED) (1.00) 07/25/16
The Student Connection: Our Sustainable Profession - NextGen Conference 1 Accounting (NYSED) (1.00) 07/25/16
Keynote Address: State of the Profession - NextGen Conference 1 Accounting (NYSED) (1.00) 07/24/17
Common Success Characteristics of High-Performing Leaders and Accountants - NextGen Conference 1 Accounting (NYSED) (1.00) 07/24/17
Roadmap To Address Audit Quality - Private Company Accounting and Auditing Conference 1 Accounting (NYSED) (1.00) 11/04/15
FASB-Update 1 Accounting (NYSED) (1.00) 11/04/15
Integrated Reporting & Sustainability- Private Company Accounting and Auditing Conference 1 Accounting (NYSED) (1.00) 11/04/15
Revenue Recognition - Private Company Accounting & Auditing Conference 1 Accounting (NYSED) (1.00) 11/03/16
SSARS No. 21 Update - Private Company Accounting & Auditing Conference 1 Accounting (NYSED) (1.00) 11/03/16
Pensions: The Lessons Learned, The Future Clarified - Government Accounting & Auditing 1 Accounting (NYSED) (1.00) 05/10/16
Office of the State Comptroller Update - Government Accounting & Auditing Conference 1 Accounting (NYSED) (1.00) 05/10/16
OSC Update - Government Accounting and Auditing Conference 1 Accounting (NYSED) (1.00) 06/05/17
SEC Enforcement Actions, Areas of Focus, Trends, and Strategies for Defense - SEC Conference 1 Accounting (NYSED) (1.00) 10/25/16
The Current State of Sustainability Reporting: Identifying The Global Leaders - Sustainbility Conference 1 Accounting (NYSED) (1.00) 05/06/16
Why Is Sustainability Of Critical Importance Today? - Sustainability Conference 1 Accounting (NYSED) (1.00) 05/06/16
Opportunities For CPAs And Lawyers In Sustainability - Sustainability Conference 1 Accounting (NYSED) (1.00) 05/06/16
How Investors Judge Sustainable Value Added Information - Sustainability Conference 1 Accounting (NYSED) (1.00) 05/06/16
Taking The Lead With Sustainability Reporting - Sustainability Conference 1 Accounting (NYSED) (1.00) 05/06/16
Which Advisors Will Have The Greatest Credibility In The Investment Community - Sustainability Conference 1 Accounting (NYSED) (1.00) 05/06/16
How will Advisors Help Clients Navigate Through this Minefield - Sustainability Conference 1 Accounting (NYSED) (1.00) 05/06/16
85162713-Keynote: Commonsense Principles of Corporate Governance - Sustainability Conference 1 Accounting (NYSED) (1.00) 05/17/17
Supply Chain Management: Supply Contracts Case Study - Sustainability Conference 1 Accounting (NYSED) (1.00) 05/17/17
Building and Leading Sustainable Businesses - Sustainability Conference 1 Accounting (NYSED) (1.00) 05/17/17
How to Develop a Sustainability Practice, Focus Your Business and Make Money: Case Study 1 Accounting (NYSED) (1.00) 05/17/17
Investing in Sustainable Companies - Sustainability Conference 1 Accounting (NYSED) (1.00) 05/17/17
Accounting Standards Update on Not-for-Profit Financial Statements (ASU 2016-14) - Nonprofit Conference 1 Accounting (NYSED) 1.00) 01/12/17
Review of Contractor Financial Statements - Construction Contractors Conference 1 Accounting (NYSED) (1.00) 10/20/16

 
Advisory Services Credit Courses — Back to Top
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Product CPE Hours CPE Credit Units Recorded Date
BSA Challenges for Registered Investment Advisors - Anti-Money Laundering Conference 1 Advisory Services (NYSED) (1.00) 10/27/16
Raising the Bar for Enhanced Due Diligence - Anti-Money Laundering Conference 1 Advisory Services (NYSED) (1.00) 10/27/16
Keynote Address: Why Financial Planning Makes Sense for CPAs 1 Advisory Services (NYSED) (1.00) 07/15/15
Financial Planning Guide to an Effective Elder Care Plan- Professional Financial Planning: 1 Advisory Services (NYSED) (1.00) 07/15/15
The Current Regulatory Rules for Investment Advisors and Insurance Advisors, and the AICPA 1 Advisory Services (NYSED) (1.00) 07/15/15
The Past, Present and Future of CPAs as Financial Planners - Professional Finacial Planning 1 Advisory Services (NYSED) (1.00) 07/15/15
Best-of-Breed Technology for a Financial Advisory Firm - Professional Financial Planning 1 Advisory Services (NYSED) (1.00) 07/15/15
Marriage and Divorce: A Financial Planner’s Guide to the Ups and Downs of Love Made Legal 1 Advisory Services (NYSED) (1.00) 07/16/15
College Financial Planning and Student Loans - Professional Financial Planning 1 Advisory Services (NYSED) (1.00) 07/16/15
The Smartest Way to Increase Revenue by Adding Financial Planning to your CPA Biz 1 Advisory Services (NYSED) (1.00) 07/16/15
Financial Planning& Retirement Strategies for High NetWorth Individual& Corporate Executive 1 Advisory Services (NYSED) (1.00) 07/16/15
Valuing a Business When Developing a Client’s Personal Financial Plan 1 Advisory Services (NYSED) (1.00) 07/16/15
The Duff & Phelps Valuation Handbooks Series: Overview and Proper Use of Data 1 Advisory Services (NYSED) (1.00) 05/16/16
ESOPs – U.S. Department of Labor Discussion of Selected Valuation & Compliance Issues 1 Advisory Services (NYSED) (1.00) 05/16/16
Preferred Stock - Valuing the Front of the Back of the Line - Business Valuation Conference 1 Advisory Services (NYSED) (1.00) 05/16/16
What’s Under the Hood: Pre-Acquisition Valuation Support - Business Valuation Conference 1 Advisory Services (NYSED) (1.00) 05/16/16
Valuation of Branding, Trademarks, Domain - Business Valuation Conference 1 Advisory Services (NYSED) (1.00) 05/16/16
Advanced Risk Issues in Business Valuation - Business Valuation Conference 1 Advisory Services (NYSED) (1.00) 05/16/16
Calculation of Personal Damages - Business Valuation Conference 1 Advisory Services (NYSED) (1.00) 05/16/16
Issues to Consider When Valuing a Business via the BIZCOMPS Database - Business Valuation 1 Advisory Services (NYSED) (1.00) 05/15/17
Current Developments with Fair Value Measurements - Business Valuation Conference 1 Advisory Services (NYSED) (1.00) 07/19/17
Discounts for Lack of Marketability (DLOM): Methods of Quantification in the Ever-Changing 1 Advisory Services (NYSED) (1.00) 05/15/17
Valuing Pass-Through Entities (PTE) - Business Valuation Conference 1 Advisory Services (NYSED) (1.00) 05/15/17
Estate Planning Valuation Issues and Opportunities Under a Republican Regime 1 Advisory Services (NYSED) (1.00) 05/15/17
Valuation Issues in Succession Planning - Business Valuation Conference 1 Advisory Services (NYSED) (1.00) 05/15/17
Amending New York’s LLC Fair Value Statutes, with the Goal of Major LLC Reform 1 Advisory Services (NYSED) (1.00) 05/15/17
Getting A Handle On Risk Management- Risk Management Conference 1 Advisory Services (NYSED) (1.00) 07/28/16
Current Trends In Liability Exposure- Risk Management Conference 1 Advisory Services (NYSED) (1.00) 07/28/16
Developing A Winning Company Culture: “The Tone Is Set At The Top” - Risk Management Conference 1 Advisory Services (NYSED) (1.00) 07/28/16
Mock Cross-Examination — “CPA On The Hot Seat”- Risk Management Conference 1 Advisory Services (NYSED) (2.00) 07/28/16
Best Practices In Employment Practices- Risk Management Conference 1 Advisory Services (NYSED) (1.00) 07/28/16
Ancillary Business Insurance And Risk Management Solutions- Risk Management Conference 1 Advisory Services (NYSED) (1.00) 07/28/16
Avoiding Liability Before It Is an Issue- Risk Management Conference 2 Advisory Services (NYSED) (2.00) 07/28/16
Fraud And Embezzlement: Risk Management Strategies And "War Stories"- Risk Management Conference 2 Advisory Services (NYSED) (2.00) 07/28/16
Risk Management Tips From An Accounting & Auditing Perspective: The Playbook 2 Advisory Services (NYSED) (2.00) 07/28/16
How Doing The Right Thing Helps Everyone - Risk Management Confernece 2 Advisory Services (NYSED) (2.00) 07/28/16
Comprehensive Defensive Documentation Techniques for Todays CPA- Risk Management Conference 2 Advisory Services (2.00) 07/28/16

 
Auditing Credit Courses — Back to Top
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Product CPE Hours CPE Credit Units Recorded Date
Review of Contractor Financial Statements - Construction Contractors Conference 1 Auditing (NYSED) (1.00) 10/20/16
How Smaller Not-for-Profit Entities Can Establish Effective Internal Controls 2 Auditing (NYSED) (2.00) 11/06/15
Single Audit Planning, Major Program Determination and Reporting 2 Auditing (NYSED) (2.00) 03/09/16
AICPA Update - Auditing Standards Conference 1 Auditing (NYSED) (1.00) 11/18/16
Reviews and Compilations - Auditing Standards Conference 1 Auditing (NYSED) (1.00) 11/18/16
Audit Quality - Private Company Accounting & Auditing Conference 1 Auditing (NYSED) (1.00) 11/03/16
Risk Assessment - Private Company Accounting & Auditing Conference 1 Auditing (NYSED) (1.00) 11/03/16
ASB Update - Private Company Accounting & Auditing Conference 1 Auditing (NYSED) (1.00) 11/03/16
Peer Review:  Brace Yourself for Impact! - Government Accounting & Auditing Conference 1 Auditing (NYSED) (1.00) 05/10/16
Single Audit Update - Government Accounting & Auditing Conference 2 Auditing (NYSED) (2.00) 05/10/16
Peer Review - Government Accounting and Auditing Conference 1 Auditing (NYSED) (1.00) 06/05/17
AICPA Update - GAQC - Government Accounting and Auditing Conference 2 Auditing (NYSED) (2.00) 06/05/17
PCAOB Developments, Including Standards Setting and Inspection Activities - SEC Conference 1 Auditing (NYSED) (1.00) 10/25/16
Valuation: 10 Years After Statement 157, Is There a Consensus in Applying ASC Topic 820? 1 Auditing (NYSED) (1.00) 11/30/16
Alternative Assets in an Increasingly "Regulated World"- Alternative Investments Conference 1 Auditing (NYSED) (1.00) 11/30/16
Accounting and Auditing Update - Construction Contractors Conference 1 Auditing (NYSED) (1.00) 10/20/16
Practical Tips for Implementing the Uniform Guidance (Part 1) 1 Auditing (NYSED) (1.00) 01/12/17
Practical Tips for Implementing the Uniform Guidance (Part 2) 1 Auditing (NYSED) (1.00) 01/12/17

 
Specialized Knowledge Credit Courses — Back to Top
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Product CPE Hours CPE Credit Units Recorded Date
Shaping Your Mindset for Success - NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/31/15
What Goes Into Operating CPA Firms and How Do They Make Money? - NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/31/15
Keeping People “In-the-Know”: Communicating to Cultivate Relationships and Inform 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/31/15
Networking: Beyond Schmoozing and Socializing - 2015 NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/31/15
High-Performance Teams: Methods Matter - NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/31/15
Timeless Principles of Business Etiquette -NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/31/15
A Brand New You: Self-Marketing To Promote Your Personal Brand -  NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/25/16
Using Social Media To Grow Your Book Of Business - NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/25/16
Key Principles Of Time Management Triage - NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/25/16
Winning Body Language To Stand Out And Build Trust And Credibility - NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/25/16
I Did it My Way: Forging Your Unique Career Path - NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/25/16
Get "Plugged in" to Your Community - NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/24/17
Unleash the Leader Within You - NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/24/17
Social Business Development - For Millenials and Beyond - NextGen Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 07/24/17
How to Get the Financing You Need- Business and Industry Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 10/16/15
Top 5 Trends in Forecasting and Analytics - Business and Industry Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 10/16/15
Cybersecurity - Business and Industry Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 10/16/15
PCC Update - Business and Industry Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 10/14/16
Practical Application of New Lease Standard - Business and Industry Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 10/14/16
Professional Skepticism - Private Company Accounting & Auditing Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 11/03/16
Sustainability Update - Private Company Accounting & Auditing Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 11/03/16
Hot Topics in Disclosure and Capital Raising - SEC Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 10/25/16
MD&A Best Practices, Recent SEC Comment Letter Focus, and Improving Disclosure Effectivenes 1 Specialized Knowledge / Industries (NYSED) (1.00) 10/25/16
The Intersection of Litigation Consulting and Bankruptcy Advisory Services 1 Specialized Knowledge / Industries (NYSED) (1.00) 06/02/16
Every Company is a Story: The Implications of Fraud on Business Valuation Conclusions 1 Specialized Knowledge / Industries (NYSED) (1.00) 06/02/16
Collection and Use of Digital Evidence in Forensic Accounting Engagements 1 Specialized Knowledge / Industries (NYSED) (1.00) 06/02/16
A Fraud at a New York Charity - Forensic Accounting Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 06/02/16
A Comparison of Damage Calculation Methods in Securities Fraud Litigation 1 Specialized Knowledge / Industries (NYSED) (1.00) 06/02/16
The Role of Forensic Accounting Defending Claims - Forensic Accounting Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 06/02/16
Comparative Ethics: Lawyers and CPAs in the Courtroom -  Forensic Accounting and Litigation 1 Specialized Knowledge / Industries (NYSED) (1.00) 05/23/17
Healthcare Fraud - Forensic Accounting & Litigation Services Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 05/23/17
Strenthening Your Professional Skepticism and Managing Fraud Risk - Forensic Accounting Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 05/23/17
Protecting Employers from the Perils of Labor and Employment Laws - Forensic Accounting Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 05/23/17
Cyberbreach Investigations - Forensic Accounting and Litigation Services Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 05/23/17
Accounting and Auditing of Broker Dealers - Part 1 3 Specialized Knowledge / Industries (NYSED) (1.00) 11/15/16
Accounting Update - Broker/Dealer Conference 1 Specialized Knowledge / Industries (NYSED) (1.00), 05/03/16
Fraud, Technology, and Privacy - Broker/Dealer Conference 1 Specialized Knowledge / Industries (NYSED) (1.00)  05/03/16
Current Issues - Broker/Dealer Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 05/04/17
Practical Business, Banking and Legal Issues - Marijuana Symposium 1 Specialized Knowledge / Industries (NYSED) (1.00) 12/13/16
Qui Tam and the State False Claims Act-Forensic Accounting & Litigation Services Conference 1 Specialized Knowledge / Industries (NYSED) (1.00) 05/23/17

 
Taxation Credit Courses — Back to Top
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Product CPE Hours CPE Credit Units Recorded Date
Hot Topics in Corporate Taxation 2 Taxation (NYSED) (2.00) 07/26/17
Using the Client Tax Return to Identify and Capitalize on Financial Planning Opportunities 1 Taxation (NYSED) (1.00) 07/15/15
What Every CPA–Financial Planner Needs to Know About Social Security 1 Taxation (NYSED) (1.00) 07/15/15
A Financial Planner’s Guide to Life Insurance Strategies - Professional Financial Planning 1 Taxation (NYSED) (1.00) 07/15/15
A Financial Planner’s Guide to a Client’s Closely Held Business Survive Death/Disability 1 Taxation (NYSED) (1.00) 07/16/15
Estate Plans as a Financial Planner— A Checklist Approach - Professional Financial Planning 1 Taxation (NYSED) (1.00) 07/16/15
A Financial Planner’s Guide to Savvy IRA Planning - Professional Financial Planning 1 Taxation (NYSED) (1.00) 07/16/15
Transferring Business Value Without a Gift! - The CPA as Financial Planner Conference 1 Taxation (NYSED) (1.00) 01/17/17
Smarter Social Security - The CPA as Financial Planner Conference 1 Taxation (NYSED) (1.00) 01/17/17
Estate Planning for Chronic Illness - The CPA as Financial Planner Conference 1 Taxation (NYSED) (1.00) 01/17/17
Planning for Your Client’s Incapacity: Don’t Get Caught in the Trap - The CPA as Financial Planner Conference 1 Taxation (NYSED) (1.00) 01/17/17
Sophisticated Planning Ideas for High-Net-Worth Taxpayers - The CPA as Financial Planner Conference 1 Taxation (NYSED) (1.00) 01/17/17
Student Loans - The CPA as Financial Planner Conference 1 Taxation (NYSED) (1.00) 01/17/17
Protecting Your Assets from Your “Future Former Spouse” - The CPA as Financial Planner Conference 1 Taxation (NYSED) (1.00) 01/17/17
Tax Trends in Alternative Investments - Alternative Investment Conference 1 Taxation (NYSED) (1.00) 11/30/16
Concerns Surrounding Compensation from a Federal and State Perspective- Exempt Org. Conf. 1 Taxation (NYSED) (1.00) 12/02/15
Annual Update - Exempt Organizations Conference 1 Taxation (NYSED) (1.00) 12/01/16
A Call to Action: A Path Toward a Sustainable Sector - Exempt Organizations Conference 1 Taxation (NYSED) (1.00) 12/01/16
Tax and GAAP Treatment of Capital Transactions - Real Estate Conference 1 Taxation (NYSED) (1.00) 12/15/16
International Considerations - Real Estate Conference 1 Taxation (NYSED) (1.00) 12/15/16
Pertinent Topics on International Taxation - Closely Held and Flow Through Entities Conference 1 Taxation (NYSED) (1.00) 11/09/16
Individual Taxation Update and Current Hot Topics - Closely Held and Flow Through Entities 1 Taxation (NYSED) (1.00) 11/09/16
Current Events in Trust and Estate Taxation - Trust and Estate Taxation Conference 1 Taxation (NYSED) (1.00) 12/08/16
Philanthropic Planning: Meeting Your Fiduciary Obligation in Today’s Environment - Tru 1 Taxation (NYSED) (1.00) 12/08/16
Tax Planning: PFICs and CFCs - International Taxation Conference 1 Taxation (NYSED) (1.00) 01/26/17
Preimmigration Planning:  What Would You Do in This Case? - International Taxation Conferen 1 Taxation (NYSED) (1.00) 01/26/17
How FATCA and CRS Have Changed the World as We Know It - International Taxation Conference 1 Taxation (NYSED) (1.00) 01/26/17
Expatriation - International Taxation Conference 1 Taxation (NYSED) (1.00) 01/26/17
Pensions - International Taxation Conference 1 Taxation (NYSED) (1.00) 01/26/17
International Tax Update - International Taxation Conference 1 Taxation (NYSED) (1.00) 01/26/17
International Tax Compliance - International Taxation Conference 1 Taxation (NYSED) (1.00) 01/26/17
What's New in Sales Tax Nexus - NYS Taxation Conference 1 Taxation (NYSED) (1.00) 11/08/16
Partnership Terminations: Technical and Actual - Partnership Taxation Conference 1 Taxation (NYSED) (1.00) 01/04/17
Equity-Based Compensation, Including the New Management Fee Waiver Regulations 1 Taxation (NYSED) (1.00) 01/04/17
Federal and State Partnership Update - Partnership Taxation Conference 1 Taxation (NYSED) (1.00) 01/04/17
Section 754 Election and Basis Adjustments: Back to Basics - Partnership Taxation Conf 1 Taxation (NYSED) (1.00) 01/04/17
Federal Tax Update -Tax Planning For Individuals Conference 1 Taxation (NYSED) (1.00) 07/19/16
How To Best Respond To IRS Notices -Tax Planning For Individuals Conference 1 Taxation (NYSED) (1.00) 07/19/16
What Is A Hedge Fund? Deconstructing Hedge Fund K-1s -Tax Planning For Individuals C 1 Taxation (NYSED) (1.00) 07/19/16
State and Local Update for Funds - Taxation of Financial Instruments and Transactions 1 Taxation (NYSED) (1.00) 01/18/17
Current Issues Regarding Loan Origination and Distressed Debt - Taxation of Financial 1 Taxation (NYSED) (1.00) 01/18/17
Tax Policies and Legislation to Expect from the New Administration - Taxation of Financial 1 Taxation (NYSED) (1.00) 01/18/17
Recent Developments Panel - Estate Planning Conference 2 Taxation (NYSED) (2.00) 05/26/16
Estate Planning for Digital Assets - Estate Planning Conference 1 Taxation (NYSED) (1.00) 05/26/16
Exploring the Space-Time Continuum (Multistate Trust Tax Issues) - Estate Planning Conferen 1 Taxation (NYSED) (1.00) 05/26/16
Key Elder Care Planning Issues in 2016 - Estate Planning Conference 1 Taxation (NYSED) (1.00) 05/26/16
Managing Professional Liability in Estate Planning Practices - Estate Planning Conference 1 Taxation (NYSED) (1.00) 05/26/16
Life Insurance Trends for 2016 and Beyond - Estate Planning Conference 1 Taxation (NYSED) (1.00) 05/26/16
Helping Your Clients Make Real-World Life Insurance Decisions - Estate Planning Conference 1 Taxation (NYSED) (1.00) 05/26/16
Recent Developments Panel - Estate Planning Conference 2 Taxation (NYSED) (2.00) 05/25/17
Putting It On & Taking it Off: Tax Basis Management in the New Paradigm - Estate Planning 1 Taxation (NYSED) (1.00) 05/25/17
Planning for Your Clients' Incapacity and the Aftermath of No Planning - Estate Planning 1 Taxation (NYSED) (1.00) 05/25/17
Tricks and Traps for Trusts Holding Pass-through Entities - Estate Planning Conference 1 Taxation (NYSED) (1.00) 05/25/17
Practical Audit, Tax, Valuation and Liability Issues - Marijuana Symposium 1 Taxation (NYSED) (1.00) 12/13/16
State and Local Tax Developments- Tri-State Taxation Conference 1 Taxation (NYSED) (1.00) 01/19/17
Technical Updates and Planning Ideas for Tax Filing Season - Tri-State Taxation 3 Taxation (NYSED) (3.00) 01/19/17
Connecticut Practitioner Dialogue - Tri-State Taxation Conference 1 Taxation (NYSED) (1.00) 01/19/17
Tax Risks Inherent in Both Probate and Non-Probate - Estate Planning Conference 1 Taxation (NYSED) (1.00) 05/25/17