Future.aicpa.org

AICPA | Home

We are the American Institute of CPAs, the world’s largest member association representing the accounting profession. Our history of serving the public interest stretches back to 1887. Today, you'll find our 431,000+ members in 130 countries and territories, representing many areas of practice, including business and industry, public practice, government, education and consulting.

Actived: Thursday Jan 14, 2021

URL: http://future.aicpa.org/

Life Insurance | Online | AICPA

Details: Distinguish among the various types of life insurance riders. Identify the features of a permanent life insurance contract. Determine the taxation of distributions from a modified endowment contract. Select the appropriate dividend option based on the client's facts and circumstances. Calculate the death benefit of a life insurance contract.

› Verified 5 days ago

› Url: https://future.aicpa.org/cpe-learning/course/life-insurance Go Now

› Get more:  LifeGo Now

Risk Management & Insurance Planning | AICPA

Details: What you need to know about captive insurance companies | PFP learning library podcast. Dec 11, 2020. 15 min listen. LOCKED. Disaster financial issues tools to help with disaster recovery. Oct 02, 2020. 1 min read. 405.8 KB. Guide to Retirement & Elder Planning: Healthcare Coverage Planning-Excerpt.

› Verified 23 days ago

› Url: https://future.aicpa.org/topic/financial-planning/risk-management-insurance-planning Go Now

› Get more:  HealthGo Now

Blockchain for Insurance | Online | AICPA

Details: Identify the potential impact blockchain will have on the insurance industry. Identify the opportunities and benefits created by blockchain implementation in the insurance industry. Analyze the challenges and risks of blockchain adoption for both incumbents and new insure tech startups.

› Verified 3 days ago

› Url: https://future.aicpa.org/cpe-learning/blockchain-for-insurance Go Now

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Group Insurance and Employee Benefits | Online | AICPA

Details: Recognize the type of group insurance that is typically provided by employers. Identify an employee benefit that may be considered an investment. Choose the number of years that the insured must survive the irrevocable assignment of an existing group life insurance contract for the death benefit to be removed from the insured's taxable estate.

› Verified 4 days ago

› Url: https://future.aicpa.org/cpe-learning/course/group-insurance-and-employee-benefits Go Now

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Representations and Warranties Insurance | Resources | AICPA

Details: Representations and warranties insurance (RWI) has grown in popularity. Learn more about the intricacies of RWI among mergers and acquisitions activity.

› Verified 3 days ago

› Url: https://future.aicpa.org/resources/download/representations-and-warranties-insurance Go Now

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2020 Life and Health Insurance Entities - Audit and

Details: Reviews the characteristics of life insurance products, as well as a background of all the related transaction cycles that an insurance entity is involved with Provides helpful information for developing audit plans of life insurance entities (especially auditing investments, inforce files, reinsurance, insurance revenues, liabilities for

› Verified 10 days ago

› Url: https://future.aicpa.org/cpe-learning/publication/life-and-health-insurance-entities-audit-and-accounting-guide Go Now

› Get more:  Auditing,  LifeGo Now

Insurance Contracts and Needs Analysis | Online | AICPA

Details: Distinguish among the three types of life insurance needs analysis. Determine the amount of emergency reserves required for a personal financial planning client. Calculate an inflation-adjusted return. Distinguish the roles of the insurance company and the potential insured. Identify the principle that underlies most insurance contracts.

› Verified 1 months ago

› Url: https://future.aicpa.org/cpe-learning/course/insurance-contracts-and-needs-analysis Go Now

› Get more:  LifeGo Now

Risk Management and Insurance Planning Certificate Program

Details: About the Personal Financial Planning Certificate Program. The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a

› Verified 3 days ago

› Url: https://future.aicpa.org/cpe-learning/risk-management-and-insurance-planning-certificate-program-exam-course Go Now

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Blockchain for Insurance | Webcast | AICPA

Details: How will Blockchain impact the Insurance industry? This webcast is intended to provide accounting and finance professionals with practical literacy on blockchain and its impact on the insurance industry including health, property and casualty, life and re-insurance.

› Verified 5 days ago

› Url: https://future.aicpa.org/cpe-learning/webcast/blockchain--for-insurance Go Now

› Get more:  Finance,  Accounting,  Life,  HealthGo Now

SBA Paycheck Protection Program (PPP) resources for CPAs

Details: We are the American Institute of CPAs, the world’s largest member association representing the accounting profession. Our history of serving the public interest stretches back to 1887. Today, you'll find our 431,000+ members in 130 countries and territories, representing many areas of practice, including business and industry, public practice, government, education and consulting.

› Verified 2 days ago

› Url: https://future.aicpa.org/resources/toolkit/paycheck-protection-program-resources-for-cpas Go Now

› Get more:  Accounting,  BusinessGo Now

Life and Health Insurance Entities - Audit and Accounting

Details: Reviews the characteristics of life insurance products, as well as a background of all the related transaction cycles that an insurance entity is involved with Provides helpful information for developing audit plans of life insurance entities (especially auditing investments, inforce files, reinsurance, insurance revenues, liabilities for

› Verified 5 days ago

› Url: https://future.aicpa.org/cpe-learning/publication/life-and-health-insurance-entities-audit-and-accounting-guide-OPL Go Now

› Get more:  Auditing,  LifeGo Now

COVID-19: Audit & Assurance | AICPA

Details: COVID-19: Audit & Assurance. As the novel coronavirus impacts our lives, how we work and the global economy, the Audit & Assurance community is coming together to support our members and their clients during this time of uncertainty.

› Verified 1 days ago

› Url: https://future.aicpa.org/topic/audit-assurance/covid-19-audit-assurance Go Now

› Get more:  Insurance QuotesGo Now

SBA Paycheck Protection Program (PPP) FAQs | Resources | AICPA

Details: PLEASE NOTE: These frequently asked questions (FAQs) have not been updated for H.R. 133 COVID-19 relief legislation signed into law on December 27, 2020.

› Verified 1 days ago

› Url: https://future.aicpa.org/resources/article/sba-paycheck-protection-program-ppp-faqs Go Now

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Property and Liability Insurance Entities - Audit and

Details: Stay up-to-date on current GAAP and statutory accounting and audit guidance for property and liability insurance entities. The guide provides a good grounding on the industry, its products and regulatory issues, and the related transaction cycles that a property and liability insurance entity is involved with.

› Verified 7 days ago

› Url: https://future.aicpa.org/cpe-learning/publication/property-and-liability-insurance-entities-audit-and-accounting-guide-OPL Go Now

› Get more:  AccountingGo Now

AICPA CPE & Learning Products | AICPA

Details: AICPA products and services for Certified Public Accountants (CPA) and the accounting industry. We offer CPE courses and professional training, industry conferences, webcasts, and publications for CPAs, public accountants and financial professionals.

› Verified 4 days ago

› Url: https://future.aicpa.org/cpe-learning Go Now

› Get more:  AccountingGo Now

Risk Management and Insurance Planning Certificate Program

Details: The Risk Management and Insurance Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in risk management and insurance planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk

› Verified 11 days ago

› Url: https://future.aicpa.org/cpe-learning/course/risk-management-and-insurance-planning-certificate-program-exam-course Go Now

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Risk Management/Employee and Business-Owner Planning

Details: Recall life insurance features, nonforfeiture, and settlement options for clients. Recall an advantage of a life annuity without refund. Recognize the need for risk management in a personal financial planning engagement. Indicate risk management methods based on facts and circumstances.

› Verified 9 days ago

› Url: https://future.aicpa.org/cpe-learning/risk--management Go Now

› Get more:  LifeGo Now

Medical, Disability, and Property and Casualty Insurance

Details: Planning for property and casualty insurance is more than simply insuring the risk; it is the process of integrating property and casualty insurance contracts into the overall risk management plan. This course will give you the tools you need to master this complicated area.

› Verified 6 days ago

› Url: https://future.aicpa.org/cpe-learning/course/medical--disability--and-property-and-casualty-insurance Go Now

› Get more:  Insurance QuotesGo Now

Personal Financial Planning:Risk Management & Insurance

Details: We are the American Institute of CPAs, the world’s largest member association representing the accounting profession. Our history of serving the public interest stretches back to 1887. Today, you'll find our 431,000+ members in 130 countries and territories, representing many areas of practice, including business and industry, public practice, government, education and consulting.

› Verified 5 days ago

› Url: https://future.aicpa.org/category/resources/financial-planning/risk-management-insurance-planning?type=guide Go Now

› Get more:  Accounting,  BusinessGo Now

Personal Financial Planning | Resources | AICPA

Details: We are the American Institute of CPAs, the world’s largest member association representing the accounting profession. Our history of serving the public interest stretches back to 1887. Today, you'll find our 431,000+ members in 130 countries and territories, representing many areas of practice, including business and industry, public practice, government, education and consulting.

› Verified 1 days ago

› Url: https://future.aicpa.org/category/resources/financial-planning Go Now

› Get more:  Accounting,  BusinessGo Now

Audit & Assurance | AICPA

Details: Audit & Assurance . Stakeholders need confidence in reported information. Your clients seek assurance about trust and reliability around entire systems of information used to collect and report data.

› Verified 3 days ago

› Url: https://future.aicpa.org/topic/audit-assurance Go Now

› Get more:  Insurance QuotesGo Now

Coronavirus (COVID-19) resource center | AICPA

Details: We are the American Institute of CPAs, the world’s largest member association representing the accounting profession. Our history of serving the public interest stretches back to 1887. Today, you'll find our 431,000+ members in 130 countries and territories, representing many areas of practice, including business and industry, public practice, government, education and consulting.

› Verified 1 days ago

› Url: https://future.aicpa.org/resources/toolkit/aicpa-coronavirus-resource-center Go Now

› Get more:  Accounting,  BusinessGo Now

Risk Management and Insurance Planning Certificate Program

Details: Risk Management and Insurance Planning Certificate Program (Exam) Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and insurance planning process from insurance contracts and annuities to deferred compensation and integrating the business with the owner’s personal financial plan.

› Verified 4 months ago

› Url: https://future.aicpa.org/cpe-learning/exam/risk-management-and-insurance-planning-certificate-program-exam Go Now

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Audit & Assurance | CPE & Learning | AICPA

Details: 2020 Life and Health Insurance Entities - Audit and Accounting Guide. E-Book, Paperback. $90 -

› Verified 2 days ago

› Url: https://future.aicpa.org/category/cpe-learning/audit-assurance?subtopic=as-audit Go Now

› Get more:  Accounting,  Life,  HealthGo Now

Personal Financial Planning | Professional Insights | AICPA

Details: Risk Management & Insurance Planning (6) Estate Planning (5) Cash-Flow Planning (3) Charitable Planning (1) Consumer Content (1) Education Planning (1) Tax Planning (1) Content Type. Article (47) Thought Leadership (14) Interview (1) Podcast (1) Research (1) Premium Content. Personal Financial Planning Section (60) Cart. Help.

› Verified 4 days ago

› Url: https://future.aicpa.org/category/professional-insights/financial-planning Go Now

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Guide to Retirement & Elder Planning: Healthcare Coverage

Details: Risk Management & Insurance Planning Follow. Manage preferences. Related content. This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

› Verified 5 days ago

› Url: https://future.aicpa.org/resources/download/guide-to-retirement-elder-planning-healthcare-coverage-planning Go Now

› Get more:  Finance,  AccountingGo Now

Annuities | Online | AICPA

Details: This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program. What is an annuity? The short answer is that it's a contract that provides a periodic payment for a fixed period or for the duration of one's life. Annuity contracts can be complex, from both design and income tax

› Verified 2 days ago

› Url: https://future.aicpa.org/cpe-learning/course/annuities Go Now

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Search health+care | AICPA

Details: We are the American Institute of CPAs, the world’s largest member association representing the accounting profession. Our history of serving the public interest stretches back to 1887. Today, you'll find our 431,000+ members in 130 countries and territories, representing many areas of practice, including business and industry, public practice, government, education and consulting.

› Verified 6 days ago

› Url: https://future.aicpa.org/search/health+care?category=cpe-learning Go Now

› Get more:  Accounting,  BusinessGo Now

What you need to know about captive insurance companies

Details: What you need to know about captive insurance companies | PFP learning library podcast. 6 days ago · 15 min listen. CPA financial planners are in a position to be one of the first to spot cognitive decline with their clients. Knowing what signs to look for and what to do next can go a long way towards protecting your aging clients.

› Verified 29 days ago

› Url: https://future.aicpa.org/resources/podcast/what-you-need-to-know-about-captive-insurance-companies Go Now

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Executive and Deferred Compensation Arrangements | Online

Details: Select the correct method of split-dollar life insurance, based on facts and circumstances. Recognize a restricted stock agreement. Recall the differences between a qualified deferred compensation plan and a nonqualified deferred compensation plan. Recognize elements of a salary continuation plan.

› Verified 12 days ago

› Url: https://future.aicpa.org/cpe-learning/course/executive-and-deferred-compensation-arrangements Go Now

› Get more:  LifeGo Now

AICPA | Home

Details: We are the American Institute of CPAs, the world’s largest member association representing the accounting profession. Our history of serving the public interest stretches back to 1887. Today, you'll find our 431,000+ members in 130 countries and territories, representing many areas of practice, including business and industry, public practice, government, education and consulting.

› Verified 2 months ago

› Url: https://future.aicpa.org/feed Go Now

› Get more:  Accounting,  BusinessGo Now

CPE & Learning | Audit & Assurance | AICPA

Details: 2020 Life and Health Insurance Entities - Audit and Accounting Guide. E-Book, Paperback. $90 -

› Verified 2 days ago

› Url: https://future.aicpa.org/cpe-learning/audit-assurance Go Now

› Get more:  Accounting,  Life,  HealthGo Now

Blockchain for Healthcare | Online | AICPA

Details: Jim also worked at Asponte Technology, Inc helping customers implement new digital experiences utilizing the latest frameworks and technology while owning the digital technology strategy for the firm. Jim has worked across a multitude of industries including manufacturing, insurance, finance, retail, and food service.

› Verified 28 days ago

› Url: https://future.aicpa.org/cpe-learning/course/blockchain-for-healthcare Go Now

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The case for engagement letters | Tax Section Odyssey

Details: In episode 23 of the Tax Section Odyssey, Deborah Rood, Risk Control Director at CNA Insurance, discusses the reasons why client engagement letters are important for tax practitioners. Given the importance, she talks about why engagement letter usage isn’t higher.

› Verified 1 days ago

› Url: https://future.aicpa.org/resources/video/the-case-for-engagement-letters-tax-section-odyssey Go Now

› Get more:  Insurance QuotesGo Now

First party claims arising from COVID-19 business

Details: The economic consequences of the COVID-19 pandemic on businesses have yet to be fully comprehended by the business community. With many businesses being forced to close either due to government shutdown orders or simply due to a lack of customer base in light of quarantines, the effects can be long-term and detrimental to businesses that simply cannot afford to shut their doors.

› Verified 7 days ago

› Url: https://future.aicpa.org/resources/article/first-party-claims-arising-from-covid-19-business-interruptions Go Now

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Personal Financial Planning:Risk Management & Insurance

Details: Risk Management and Insurance Planning Certificate Program (Exam + Course) Online. Level: Intermediate. $423.20 -

› Verified 1 months ago

› Url: https://future.aicpa.org/category/cpe-learning/financial-planning/risk-management-insurance-planning Go Now

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Forgiveness calculation steps | Resources | AICPA

Details: As businesses who received a Paycheck Protection Program (PPP) loan look forward to maximizing their loan forgiveness, the following outlines the steps to take to calculate the amount of the PPP loan eligible for forgiveness.

› Verified 2 days ago

› Url: https://future.aicpa.org/resources/article/forgiveness-calculation-steps Go Now

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Financial Literacy | AICPA

Details: Risk Management & Insurance Planning Tax Planning This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

› Verified 10 days ago

› Url: https://future.aicpa.org/topic/financial-planning/personal-financial-planning-financial-literacy Go Now

› Get more:  Finance,  AccountingGo Now

NFP audit and accounting FAQs | Resources | AICPA

Details: Unless those contracts are within the scope of other standards (such as for leases, financial instruments, or insurance contracts), the impact of the new rules must be considered. Additionally, there is new guidance for revenue recognition of contributions. This guidance specifies how an entity can determine whether a transaction is an exchange

› Verified 4 days ago

› Url: https://future.aicpa.org/resources/article/nfp-audit-and-accounting-faqs Go Now

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Business interruption loss calculations | Professional

Details: The insurance policy defines the terms of coverage. Overview of coverage provisions. Insurance coverage for loss of business income and extra expenses is typically provided when the loss is due to suspension of operations and direct physical loss of property, unless excluded.

› Verified 4 days ago

› Url: https://future.aicpa.org/professional-insights/article/business-interruption-loss-calculations Go Now

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CPA cybersecurity checklist | Resources | AICPA

Details: Review insurance policies. Even the most protected firms are not immune to innovative new hacker threats, so it is important that firms also review their insurance policies to understand to what extent they are covered for lost productivity resulting from a cybersecurity breach.

› Verified 3 days ago

› Url: https://future.aicpa.org/resources/article/cpa-cybersecurity-checklist Go Now

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Personal Financial Specialist Experienced CPA Pathway

Details: Risk management and insurance planning. Cash flow planning. Charitable planning. Elder and special needs planning. Education planning. Employee benefit and business owner planning. When you review your work experience over the last 7 years, have you accumulated a minimum of 7,500 hours in these areas?

› Verified 3 days ago

› Url: https://future.aicpa.org/resources/article/personal-financial-specialist-credential-track-for-experienced-cpas Go Now

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EBP Plan Investments - Part 2 | Webcast | AICPA

Details: She continues to be actively involved in numerous sub-committees of the Audit Quality Center and Expert Panel, including those responsible for addressing employee benefit plan issues related to Alternative Investments, SOP 94-4-1, FAS 157, Limited-Scope Audits, Non-Disclosure Agreements, and Insurance Contracts.

› Verified 3 days ago

› Url: https://future.aicpa.org/cpe-learning/ebp-plan-investments--part-2 Go Now

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