SEARCH RESULTS


Tax
Checkpoint
Advanced Functionality and Features
Price: Free

This Checkpoint Power Researcher course will teach you how to use the advanced tools available in Checkpoint and how to formulate your search data to achieve the optimal search results. Your instructor will work with you, using real-life tax accounting questions in several hands-on research activities.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Basic Functionality and Features
Price: Free

Checkpoint is the most robust online tool for tax and accounting research. New users learn easily and quickly how to use Checkpoint to access the most authoritative and up-to-date tax and accounting content available. Checkpoint makes tax and accounting research more efficient and more practical, while retrieving the most comprehensive primary and editorial tax and accounting information.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Regional SeminarRegional Seminar


Checkpoint
Basic Functionality and Features
Price: Free

Checkpoint is the most robust online tool for tax and accounting research. New users learn easily and quickly how to use Checkpoint to access the most authoritative and up-to-date tax and accounting content available. Checkpoint makes tax and accounting research more efficient and more practical, while retrieving the most comprehensive primary and editorial tax and accounting information.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Changing Your Password
Price: Free

Your personal password unlocks Checkpoint's tools and contents and helps to preserve your settings and customization selections. Learn how to set up a new password according to Checkpoint's specific security requirements.


 


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Checkpoint: Bells, Whistles, & Time Saving Features
Price: Free

Discover the latest timesaving features on Checkpoint while reviewing many essential research techniques.  Learn how to customize Checkpoint and create one-click shortcuts to favorite databases and quick-search templates.  This course will help you find what you need quickly and easily so you can  get the most from your online research investment.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Checkpoint: Payroll Guide Research
Price: Free

The Payroll Guide Research course takes you on a guided tour, through the eyes of the payroll specialist, on how to utilize The Payroll Guide on the Checkpoint platform. As you know, Payroll professionals work in a highly regulated and rapidly changing field.  Absolute compliance with federal, state, and local payroll law is essential to avoid costly penalties. Payroll Guide on CHECKPOINT is the most comprehensive payroll reference tool available.  This course will guide you through an unparalleled combination of clear and easy-to-use explanations and analysis, with the most comprehensive primary law available in any payroll reference service, along with the easy to use functionality of the Checkpoint system.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



Checkpoint
Checkpoint: Pension & Benefits
Price: Free

Participants will learn easily and quickly how to use Checkpoint to access the most authoritative and up-to-date Pension and Benefits content available.  Various search methods will be covered such as: keyword searches; citation searches from regulatory material such as IRC and ERISA;  table of contents review and searches.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Checkpoint: Sharpen Your Skills & Streamline Your Research
Price: $59.00

During this training you will see why Checkpoint is the industry leading Tax Research Software. You will learn time-saving research techniques, best practices, and ways to simplify your research.  This course will help you find what you need quickly and easily so you can  get the most from your online research investment. You will review the many outstanding features that Checkpoint offers and learn the special language types from which Checkpoint sources are constructed. You will also learn about the various syntax search connectors used in Checkpoint and how they can help you manipulate a search. Browsing through the online Table of Contents, you will be able to locate information quickly when you know the subject of your search.  Finally, you will learn how to customize Checkpoint and create one-click shortcuts to favorite databases and quick-search templates.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
2 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Checkpoint: Basic Training for University Students
Price: Free

This course will provide basic training to university students who access Checkpoint as part of their normal tax and accounting curriculum.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Citator 2nd
Price: Free

Citator 2nd on Checkpoint is a valuable resource for tracking the judicial history and subsequent citings of a tax case. Learn how to use this tool to find citings by court and district that refer to the specific issues you're researching.


 


Field of Study:
Accounting, Business Law, Taxation, Taxes
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Core Concepts of Federal Tax Research
Price: $59.00

This course provides a basic understanding of tax research concepts and procedures.  It includes an overview of primary and secondary resources as well as each document's relevance as substantial authority.  It also discusses the most significant tax terms, thereby relating tax terminology to the concepts of tax research.  Included is a review of all primary and secondary sources that are available on Checkpoint,  plus basic tax research techniques. This course is designed for new tax researchers, college students, and experienced CPAs or accountants who need a refresher course.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
3 hours

Available in: Regional SeminarRegional Seminar



Checkpoint
Creating a Custom Source Set
Price: Free

Checkpoint offers a broad range of content sources from which to select when performing a keyword search. Learn how to create an abbreviated source list consisting of the titles you most often prefer to use in your research. Create a custom source list of your most valuable sources for easy selection.



Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Estate Planning Research
Price: Free

RIA's Estate Planning System on Checkpoint is the only Web-based estate tax service that covers all aspects of estate planning: plan development, administration, and final estate settlement.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



Checkpoint
Federal Tax Hands-on Scenarios: Using Checkpoint to Its Full Advantage
Price: $59.00

This class is designed to give you hands-on experience on the multiple ways to conduct a search in Checkpoint. The class will start with an overview and review of the basic ways to search.. The instructor will then guide you through various Federal Tax Research scenarios that you will complete  with your Checkpoint user ID.  You will practice timesaving techniques to find solutions to a variety of tax research scenarios. This course provides a hands on review of the many outstanding features that Checkpoint offers, as well as exploration of many advanced techniques.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
2 hours

Available in: Regional SeminarRegional Seminar



Checkpoint
Federal Tax Hands-on Scenarios: Using Checkpoint to Its Full Advantage
Price: $59.00

This class is designed to give you hands-on experience on the multiple ways to conduct a search in Checkpoint. The class will start with an overview and review of the basic ways to search.. The instructor will then guide you through various Federal Tax Research scenarios that you will complete  with your Checkpoint user ID.  You will practice timesaving techniques to find solutions to a variety of tax research scenarios. This course provides a hands on review of the many outstanding features that Checkpoint offers, as well as exploration of many advanced techniques.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
2 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Federal Tax Research (RIA, WG&L, PPC)
Price: Free

After you have completed Checkpoint: Basic Functionality and Features (the stepping stone course), the Federal Research class will take you on a guided tour of Checkpoint through the eyes of a federal researcher.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Getting Started with Checkpoint
Price: Free

Get up to speed with Checkpoint faster and easier with Thomson Tax & Accounting's award-winning professionally developed training. Enjoy the convenience of learning at your own pace on your own computer by taking this free online tutorial. Earn CPE credit and learn as you work.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
2 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Getting Started with SEC and GAAP Compliance on Checkpoint
Price: Free

Get up to speed with Checkpoint faster and easier with RIA's award-winning professionally developed training. Enjoy the convenience of learning at your own pace on your own computer by taking online tutorials launched from within Checkpoint. Get CPE credit and learn as you work!Instructional Method: Self-Study



Field of Study:
Specialized Knowledge and Applications
CPE Credit:
2 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
International Tax Management Expert Accessed on Checkpoint and Powered by Orbitax
Price: Free

International Tax Management Expert provides a series of tools to track tax relevant information by entity (including ability to create legal entity charts and document cross border transactions), create presentation slides in Excel, PDF and PowerPoint, look up tables for tax rates and tax rules, tax filing requirements and foreign corporate tax forms translated into English and  strategies to minimize and calculate the total tax cost of cross border transactions. Relevant links throughout the tools provide immediate access to more detailed international tax research materials on the Checkpoint platform.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



Checkpoint
International Tax Management Expert Lunch & Learn
Price: Free

Accessed via Checkpoint, International Tax Management Expert enables tax professionals to create and maintain (in chart and table formats) a worldwide entity structure with tax attributes to manage the relationship between entities, model transactions, and track tax planning and compliance tasks. International Tax Management Expert includes all the content, features and functionality of Orbitax’s two industry leading tax products, International Tax Expert and International Compliance Expert, but adds extra functionality that goes critical step further by enabling users to input their company’s specific information on the system.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
2 hours

Available in: Regional SeminarRegional Seminar


Checkpoint
International Tax Research
Price: Free

Our International Tax Research on Checkpoint is the ideal resource because it separates outbound transactions of U.S. companies from inbound transactions of non-U.S. firms. It comes with checklists, commentary and forms to speed up your research and includes all significant and recent international tax law, regulations, treaty developments, U.S. Customs matters and IRS procedures in WG&L international tax treatises.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Jumpstart - Federal and Audit Research - Pulling It All Together with Your Checkpoint Tools for PPC
Price: Free

This new course will teach you the special language types from which Checkpoint sources are constructed. You will also learn about the various syntax search connectors used in Checkpoint and how they can help you manipulate a search.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
3 hours

Available in: Regional SeminarRegional Seminar



RIA
Jumpstart: Checkpoint Tax and A&A
Price: Free

This course will show you how to search and navigate through the Checkpoint tax and A&A sources available.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
2 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



RIA
Jumpstart: Checkpoint Tax and A&A
Price: Free

This course will show you how to search and navigate through the Checkpoint tax and A&A sources available.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
2 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



Checkpoint
Logging in to Checkpoint
Price: Free

Your first visit to Checkpoint requires getting past the initial security check. Learn what to expect when you first log in to Checkpoint, including what Internet address to access, a look at the initial login screen, and how to proceed when you forget your user name or password.



Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Making the Most of Your Tax Research with Checkpoint
Price: $59.00

This seminar provides a review of the many outstanding features that Checkpoint offers. You will learn the special language types from which Checkpoint sources are constructed. You will also learn about the various syntax search connectors used in Checkpoint and how they can help you manipulate a search. Browsing through the online Table of Contents, you will be able to locate information quickly when you know the subject of your search.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
3 hours

Available in: Regional SeminarRegional Seminar


Checkpoint
Navigating Your Search Results
Price: Free

Keyword searches in Checkpoint can sometimes result in extensive document lists. How can you zero in on the specific information that will answer your query or advance your research? Learn how to use Checkpoint's search results features to identify promising documents at a glance, bring relevant sentences or paragraphs into view, and dig deeper by following links to related material.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
PPC Deskbooks and Checkpoint Tools for PPC Tax - Pulling It All Together
Price: $59.00

PPCs Federal Tax Compliance Library is designed especially for return preparers and reviewers. The course provides an integrated tax research product aimed at the needs of practitioners serving small businesses, individuals, estates, trusts, and nonprofits. Combine that with Checkpoint Tools that use popular Microsoft products (Word and Excel) to deliver workflow templates for 1040, 1065, 1120S, and 1041 returns, and you have the ability to customize checklists, worksheets and other tax preparation resources for your tax clients.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
2 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



PPC
PPC's Tax Library
Price: Free

PPCs Federal Tax Compliance Library is designed especially for return preparers and reviewers. The course provides an integrated tax research product aimed at the needs of practitioners serving small businesses, individuals, estates, trusts, and nonprofits. Through the use of Deskbooks, PPCs Federal Tax Compliance Service on Checkpoint provides all of the benefits of the Checkpoint system, plus the expertise of the PPC editorial staff.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Productivity Tools
Price: Free

Checkpoint Productivity Tools provides training on the use of various online productivity tools available with Checkpoint to perform tax research. The course addresses all productivity tools found on Checkpoint's Tools tab, plus Form/Line Finder and Document Assembly. This course is designed to be a companion piece to the Getting Started with Checkpoint Web-based training course.

 

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Receiving an e-Mail Newsletter
Price: Free

Checkpoint publishes a number of newsletters in several categories on its Newsstand tab. Learn how you can elect to receive any of Checkpoint's newsletters as e-mail. Find out which newsletters can be customized to your areas of interest and which ones offer Daily Updates.

.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Saving or Scheduling a Search
Price: Free

Checkpoint is constantly updated with news and developments that can affect your areas of research. Learn how to continue getting results beyond the first run of a keyword search by saving the search for future use or by scheduling the search to run automatically on a pre-established schedule.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Setting Up Speedlink
Price: Free

Speedlink provides quick access to key features of Checkpoint from your desktop system tray, bypassing the login screen. Learn how to download this tool to your computer and find out how you can start Checkpoint with a search already initiated or a content area already selected.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
State & Local Tax Research
Price: Free

Checkpoint is the most robust online tool for tax research. New users learn easily and quickly how to use Checkpoint to access the most authoritative and up-to-date tax content available. Checkpoint makes State & Local tax research more efficient and more practical, while retrieving the most comprehensive primary and editorial tax information quickly and smoothly. This State & Local Research course will take you on a guided tour of Checkpoint through the eyes of a State & Local researcher.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Tax Manager: Bridge-It
Price: Free

Bridge-It is a Checkpoint tool that provides a gateway from the popular 1040 and Small Business Quickfinder® handbooks to detailed analysis in Checkpoint's Tax Guide Analysis. Learn how to drill down through tabs, topics, and sub-topics and link directly to applicable analysis sections.

 

Field of Study:
Accounting, Taxation, Taxes
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Transitioning to Checkpoint: Basic Functionality and Features Designed for the Former TRN User
Price: Free

Checkpoint is the most robust online tool for tax research. New users learn easily and quickly to access the most authoritative and up-to-date tax content available using Checkpoint. Checkpoint makes tax research more efficient and more practical while retrieving the most comprehensive primary and editorial tax information quickly, smoothly, and without getting lost while youre searching. Let us make your transition from TRN to Checkpoint easy while we teach some of the features that you didnt have available to you in the past.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



Checkpoint
Using Checkpoint's Table of Contents
Price: Free

All of the documentation provided by Checkpoint can be located in the Table of Contents. Learn how to drill down through this powerful, highly-organized library of information to find the specific documents you need. Find out how to perform keyword searches in selected content areas and choose a group of documents to print.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Using State & Local Scenarios to Enhance Your Research Skills
Price: $59.00

In this course, you will practice timesaving techniques to find solutions to a variety of tax research scenarios in Checkpoints State & Local practice area. By providing an opportunity for you to complete many real-life scenarios as practice, this course showcases the many outstanding features that Checkpoint offers. The instructor will guide you through step-by-step processes that will show you why Checkpoint is the industry leading tax research tool.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
2 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)

Accounting & Auditing
Checkpoint
Accounting & Auditing on Checkpoint, Checkpoint Tools for PPC and SMART Practice Aids - Pulling It All Together
Price: $59.00

During this seminar, you will learn how to save time by utilizing your PPC Audit Guides on Checkpoint, Checkpoint Tools for PPC and SMART Practice Aids, with an introduction to how Checkpoint Tools for PPC works with paperless engagement software. Gain an in-depth understanding of how to research on Checkpoint and improve quality control by following a peer-reviewed PPC engagement process utilizing Checkpoint Tools for PPC and SMART Practice Aids. After taking the session, you will be able to increase efficiency by eliminating repetitive tasks and use diagnostics to decrease completion time and review time. Also includes an overview of Checkpoint Tools for PPC and SMART Practice Aids and how to integrate them with your current paperless engagement software.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
3 hours

Available in: Regional SeminarRegional Seminar



Checkpoint
Accounting & Auditing on Checkpoint, Checkpoint Tools for PPC and SMART Practice Aids - Pulling It All Together
Price: $59.00

Learn how to save time by utilizing your PPC Audit Guides on Checkpoint, Checkpoint Tools for PPC and SMART Practice Aids. Gain an in-depth understanding of how to research on Checkpoint and improve quality control by following a peer-reviewed PPC engagement process utilizing Checkpoint Tools for PPC and SMART Practice Aids. After taking the session, you will be able to increase efficiency by eliminating repetitive tasks and use diagnostics to decrease completion time and review time.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
2 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Checkpoint: Researching the NEW FASB Codification System
Price: Free

FASB Accounting Standards Codification on Checkpoint provides you with the full text of the FASB Accounting Standards Codification, and also gives you access to prior Standards, with robust linking between the two. In addition, the Codification is linked extensively with expert guidance and analysis of PPC, RIA, and WG&L publications on Checkpoint to further speed research.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Checkpoint: SEC & GAAP Compliance Training (WG&L FRM)
Price: Free

The SEC & GAAP Compliance Research course provides everything you need to make important financial and strategic decisions. Accounting, Audit and Corporate Finance on Checkpoint is a resource center for anyone charged with safeguarding a company's financial health and improving its financial performance.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Checkpoint: Accounting & Auditing for Professionals (PPC and WG&L)
Price: Free

The Checkpoint: Accounting & Auditing for Professionals (PPC and WG&L) course provides everything the Accounting & Auditing Professional needs to make important accounting and auditing decisions.  You will learn how to save time by using your PPC Audit Guides, WG&L content and standards and regulations on Checkpoint as well as gain an in-depth understanding of how to conduct efficient research in Checkpoint.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)

Other
Checkpoint
Customizing Checkpoint's Home Tab
Price: Free

Checkpoint's Home tab provides news, product updates, quick links to tools and content, and easy access to training and support. Learn how to tailor the Home tab to your specific areas of interest and create links to the areas of Checkpoint that you use most often.



Field of Study:
Accounting, Accounting (Governmental), Accounting and Auditing, Auditing, Auditing (Governmental), Finance, Management, Taxation, Taxes
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
State Apportionment on Checkpoint Lunch & Learn
Price: Free

This Lunch & Learn presentation will introduce Checkpoint's new State Apportionment Planning tool.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint
Transitioning from PPCNet to Checkpoint
Price: Free

During this class you will learn how to optimize your research efficiency with advanced tools in a fully integrated system.  Quickly access information using a table of contents, keyword search, or topical index.  Set your individual options the way you want to work.  Track your personal research history, save and schedule searches to monitor current developments and receive updates via email.  You will also learn how to search across practice areas for all your tax, accounting, auditing, and financial reporting and management needs, and acess a breadth and depth of content that is unmatched in the industry.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



Checkpoint
Using My Folders in Checkpoint
Price: Free

My Folders is a form of electronic filing cabinet that you can use to save documents, searches, charts, and more. Learn how you can create folders and control how the information you save is organized.



Field of Study:
Accounting, Accounting (Governmental), Accounting and Auditing, Auditing, Auditing (Governmental), Finance, Management, Taxation, Taxes
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)

e-Form
e-Form
e-Form RS Quick Tour
Price: Free

Get up to speed with e-Form RS faster and easier with RIA's award-winning professionally developed training. Enjoy the convenience of learning at your own pace on your own computer. Get CPE credit and learn as you work!


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


e-Form
e-Form RS: Introduction
Price: Free

This course is designed for users of the new e-Form RS and as annual update training for the experienced user.  Learn how to easily and quickly find the forms you need and use the built-in efficiencies of the software, including the ability to enter data on forms and auto calculation of form input.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)

Checkpoint Tools
PPC
Checkpoint Tools for PPC
Price: Free

Checkpoint Tools for PPC uses popular Microsoft products (Word and Excel) to deliver the industry-standard PPC process and workflow. This course is designed for use alone or with popular paperless engagement and document management products, whether you prefer print, CD, or online content for guidance. The Checkpoint Tools for PPC suite includes SMART Practice Aids, Workpapers, Interactive Disclosure Libraries, and the Engagement Letter Generator tools that will improve your efficiency, reduce staff training time, and make it easy for you to integrate with your current processes.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Regional SeminarRegional Seminar


PPC
Checkpoint Tools for PPC
Price: Free

Checkpoint Tools for PPC uses popular Microsoft products (Word and Excel) to deliver the industry-standard PPC process and workflow. This course is designed for those who use Checkpoint Tools alone or with popular paperless engagement and document management products, whether you prefer print, CD, or online content for guidance. The Checkpoint Tools for PPC suite includes Practice Aids, Workpapers, Interactive Disclosure Libraries, and Engagement Letter Generator tools that will improve your efficiency, reduce staff training time, and make it easy for you to integrate with your current processes.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


RIA
Checkpoint Tools for WG&L (for Internal Auditors)
Price: Free

During this training, you will see a demonstration of these powerful tools. You will see how these tools promote consistency across all of your financial internet audit projects, especially for larger departments and for those with multiple locations. You will learn how to use the quick review and sign-off features for audit management, including Tickmarks and reporting of audit program changes. You will see how Checkpoint Tools for Financial Internal Audit contains more than 95 documents to aid in the Internal Audit process, including worksheets, audit programs, checklists, and other tools that internal auditors use to perform Financial Internal Audits.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



Checkpoint
Installing Checkpoint Tools for PPC
Price: Free

Checkpoint provides information about PPC's powerful line of Checkpoint Tools for PPC, including SMART Practice Aids, Workpapers, Interactive Disclosure Libraries, and more, on the Tools tab. Learn how to select and install applicable versions of these independent programs to your computer.


Field of Study:
Accounting and Auditing
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
PPC's Tax Practice Aids
Price: Free

PPC's Tax Practice Aids uses popular Microsoft products (Word and Excel) to deliver workflow templates from the popular PPC Deskbook series, including Practice Aids for 1040, 1065, 1120S, and 1041 returns.  Learn how to select and modify election forms, checklists, worksheets, tax organizers, and other tax preparation resources.  After completing this class, you will quickly be able to customize Deskbook documents for your tax clients.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)

SMART Practice Aids
PPC
Getting Started with SMART Practice Aids Disclosure
Price: Free

This course is intended for those who own the SMART Practice Aids Disclosure module. You will learn how to use this comprehensive disclosure checklist tool to guide you through how to ensure compliance with financial statement disclosure requirements.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


PPC
PPC's SMART Practice Aids - A Fundamentals Class
Price: Free

PPC's innovative SMART Practice Aids suite - Risk Assessment and Internal Control - works in conjunction with Checkpoint Tools for PPC to help you create customized audit programs based on your assessment of risk. Ensure compliance with the AICPA's risk assessment standards and document your understanding of Internal Control by learning basic functionality and features of PPC's SMART Practice Aids, increasing your productivity, efficiency and audit effectiveness along the way.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


PPC
PPC's SMART Practice Aids - Building on Your Fundamentals
Price: Free

PPC's SMART Practice Aids suite - Risk Assessment and Internal Control work in conjunction with Checkpoint Tools for PPC to automate your audit planning process.  Learn advanced functionality and the newest features of PPC's SMART suite to increase your productivity and efficiency.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Regional SeminarRegional Seminar


PPC
PPC's SMART Practice Aids - Building on Your Fundamentals
Price: Free

PPC's SMART Practice Aids suite - Risk Assessment and Internal Control work in conjunction with Checkpoint Tools for PPC to automate your audit planning process.  Learn advanced functionality and the newest features of PPC's SMART suite to increase your productivity and efficiency.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


PPC
PPC's SMART Practice Aids - Quick Tour
Price: Free

This innovative suite of products saves you time by bringing advanced functionality to your existing PPC’s Practice Aids products. Click the ‘Get Learning’ button below to view one or all of the topics.

  

PPC’s SMART Practice Aids – Risk Assessment is an innovative audit tool that uses patent-pending risk assessment technology to dynamically generate customized audit programs based on risk assessments. This product has proven to be an invaluable resource in helping thousands of audit firms effectively implement the Risk Assessment Standards.

PPC’s SMART Practice Aids – Internal Control guides you through a top-down, risk-based approach for efficiently and effectively evaluating internal control over financial reporting. Fully integrated with PPC’s SMART Practice Aids – Risk Assessment, this tool allows auditors to optimize the overall audit planning process.

PPC’s SMART Practice Aids – Disclosure is a comprehensive financial statement disclosure and preparation tool to help you save time on every engagement and ensure compliance with all disclosure requirements.


Field of Study:
Auditing
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


PPC
Using PPC's SMART Practice Aids Internal Control
Price: Free

PPC's innovative SMART Practice Aids - Internal Control is the second module in the SMART Practice Aids suite.  Use this comprehensive, integrated internal control evaluation and analysis tool to obtain and document your understanding of internal control.  Learn how to evaluate system design, prepare internal control test plans if desired, and use a top-down, risk-based approach to assess control risk.  Most importantly, learn how SMART Practice Aids - Internal Control ensures your compliance with the AICPA’s new risk assessment standards.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Checkpoint User Administration
Checkpoint
Checkpoint's User Administration System: Adding a User
Price: Free

The Checkpoint administrator at a customer site has the authority to see account information and to manage user and product information. If you're an administrator, learn how to identify a new user to the system and assign a user ID.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Checkpoint's User Administration System: Assign Orders Like Other Users
Price: Free

Learn how to use the Assign Orders Like Other User feature in Checkpoint's User Administration System to set up one or more users with the same orders as a specified existing user.



Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Checkpoint's User Administration System: Assign Orders to Users in Groups
Price: Free

Checkpoint's User Administration System lets you assign users to groups that you create and maintain. For example, group assignments might be based on location, department, specific team projects, or other organizational factors.  Learn how you can use the Assign Orders to Users in a Group feature to work with a list of a group's members while assigning orders.



Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Checkpoint's User Administration System: Assign Users to Orders
Price: Free

Use the Assign Users to Orders feature of Checkpoint's User Administration System to make changes to an existing user's order assignments.



Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Checkpoint's User Administration System: List Orders
Price: Free

Learn how to use the List Orders feature in Checkpoint's User Administration System to view information about all of your account's orders.



Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


PPC
Managing Your User IDs in Checkpoint's User Administration System
Price: Free

Managing Your User IDs in Checkpoint’s User Administration System provides a guide to using Checkpoint User Administration System tools to create and manage users, including assignment of orders and user groups. Learn how to navigate around the administrative system and perform all necessary functions to provide users with access to the products they need in a secure environment.


Field of Study:
Administrative Practice, Business Management and Organization
CPE Credit:
0 hours

Available in: Web-based (self-study)Web-based (self-study)


Checkpoint
Managing your User IDs in Checkpoint's User Administration System
Price: Free

Target Audience: Firm's Checkpoint Site Administrator

The Checkpoint User Administration System has been redesigned to make it easier for you to manage your Checkpoint account and user IDs.  Join us for a class to teach you how to use all of the new functionality.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Regional SeminarRegional Seminar



Checkpoint
Managing your User IDs in Checkpoint's User Administration System
Price: Free

Target Audience: Firm's Checkpoint Site Administrator

The Checkpoint User Administration System has been redesigned to make it easier for you to manage your Checkpoint account and user IDs.  Join us for a class to teach you how to use all of the new functionality.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)

e-Form User Administration
e-Form
e-Form RS: User Administration
Price: Free

The e-Form RS administrator is responsible for creating all other users who will be logging on to the managed RS account.  The administrator is also responsible for importing the client database from the e-Form CD version into e-Form RS.  This course provides instructions for administrators who use the system to manage their e-Form RS accounts and user IDs.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Corporate University Management
Reqwired
Checkpoint Learning Powered by Reqwired - University Management
Price: Free

University Management is the second module of Checkpoint Learning training. The University tab within Checkpoint Learning provides the firm administrator with all tools necessary to effectively create and manage in house courses and activities.

This training will detail the process of managing in house training, registrations, invitations, awarding credits, storing documents and much more.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


Continuing Education Tracking
Reqwired
Checkpoint Learning for the Independent Professional
Price: Free

Checkpoint Learning is Thomson Reuter's premier CPE tracking and learning management system specifically designed for tax and accounting professionals. Checkpoint Learning provides seamless access to quality learning from trusted providers such as MicroMash and Pass Online coupled with CPE activity management.

If you are charged with maintaining your own CPE, this class is for you!

This live webinar is designed to assist the professional user in making the most of their Checkpoint Learning experience. From searching for courses to printing certificates and ensuring compliance, Checkpoint Learning for the independent professional is the ultimate CPE training and compliance solution. 


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



Reqwired
Reqwired - Continuing Education Tracking Administrator Training
Price: Free

This session is desinged for firm administrators.  Reqwired's LMS is the most comprehensive mandatory continuing education compliance management system. Reqwired's LMS was developed solely with law and accounting firms in mind; thus, implementation is immediate and effortless.  Once this class requested, a Client Support Manager (CSM) will contact you to determine when a session can be scheduled.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



Reqwired
Thomson Reuters: Reqwired Discussion for Administrators
Price: Free

This Webinar is designed for firm administrators to keep abreast of upcoming changes in the system. During this session, we will discuss the latest changes in the Reqwired platform. These discussions will help the firm administrator best use the CPE Tracking and LMS tools available in Reqwired. This course is ideal for all firm administrators who use Reqwired to manage their firm professional's CPE and learning information.

Field of Study:
Specialized Knowledge and Applications
CPE Credit:
0 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)



Reqwired
Transitioning to Checkpoint Learning
Price: Free

Checkpoint Learning gives you all the CPE management, tracking, and in-house course management you now enjoy with Reqwired coupled with seamless access to online content from trusted providers professionals have relied upon for years such as PPC, MicroMash and Pass Online to name a few. This integration has allowed us to present to you, a complete online learning management system; Checkpoint Learning.

This live webinar is designed for all current Reqwired firm administrators. The purpose of this training is to introduce the Checkpoint Learning platform and provide a detailed analysis of new changes, features and added functionality. This training is designed to assist the firm administrator in making the most of their CPE Tracking and University subscriptions by use of recent changes.


Field of Study:
Specialized Knowledge and Applications
CPE Credit:
1 hours

Available in: Virtual Classroom (Webinars)Virtual Classroom (Webinars)


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