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CPA Continuing Education Services

THE STATE OF New York mandates that all licensed Certified Public Accountants (CPAs) engaged in the practice of public accountancy in New York State are required to meet ongoing annual Continuing Professional Education (CPE) requirements.

The CPE program is overseen by the Board of Regents and the New York State Education Department and regulated by the Office of the Professions. Guided by the Regents, a citizen body, the professions are within The University of the State of New York. This recognizes the key role continuing education plays in both preparing licensed professionals and in ensuring their continuous development.

In order to be eligible for CPE credit, regardless of the subject area, a course must contribute to the development or maintenance of professional knowledge and provided by an authorized State of New York CPE Educator. To insure that the purposes of the continuing education law and regulations are met, CPE programs devoted to the promotion of particular products or services are deemed unacceptable and are not permitted.

Qualification Requirements for an Authorized State of New York Continuing Professional Educator

As the objective of the educator is to present studies that will broaden, expand and/or increase the CPA’s knowledge or skills within the approved subject areas, educators are expected to have attained a level of professional knowledge and possess certain skills.

Instructors or discussion leaders must be one or more of the following requirements:

  • Certified public accountants licensed in the United States
  • Public accountants licensed in New York
  • Members of the faculty of an accredited college or university
  • Recognized authorities in the specific subject area being presented

As recognized authorities, CCG professionals teach the following CPE subjects to CPAs:

Investment Subjects:

  • Separately Managed Accounts
  • Registered Investment Advisors/ Portfolio Management
  • ERISA/ Due Diligence
  • Mutual Funds
  • Self-Directed Accounts
  • Individual Investments
  • Investment Strategies
  • Current Developments

Financial Planning Subjects:

  • 529 Plans
  • Life Insurance – types, uses
  • Annuities – deferred, variable, equity indexed
  • Non – Qualified deferred comp
  • Executive Carve-Out
  • Executive Bonus
  • Buy-Sell agreements – types & uses
  • Wills & Trusts
  • Life Insurance & Estate Taxes
  • Irrevocable Life Insurance Trusts (ILITs)
  • Credit Shelter Trusts
  • QTIP Trusts
  • Installment
  • Private annuities
  • GRITS
  • GRATS
  • GRUTS
  • Personal residence GRIT
  • Long Term Care Insurance
  • Current Developments

Pension Subjects:

  • ERISA Reporting & Disclosure
  • ERISA Fiduciary Standards
  • Qualified Plan Testing & Compliance
  • Simples vs. Safe Harbors
  • Choosing the Right Plan For Your Client
  • 401(k) and (m) Plans
  • Cross-Tested and Age-Weighted Profit Sharing Plans
  • Section 457 Plans
  • Section 412i and 419 Plans
  • PEO’s and MERP’s (Professional Employee Organizations and Multiple Employer Retirement Plans)
  • Defined Benefit and Defined Contribution Plans after EGTRRA
  • Annuities and Other Distribution Options
  • Current Developments

Health Subjects:

  • Health Insurance Portability Act and Amendments
  • Flexible Spending / Cafeteria Plans / Mass Transit
  • Health Savings Accounts (HSA) and MSA’s
  • Health Reimbursement Account (HRA) and Patient Directed Healthcare (PDHC)
  • Utilization Review/Large Case Management
  • Prescription Drug Plans (PBM’s)
  • Stop Loss
  • Subrogation
  • COBRA
  • ERISA
  • Electronic Data Interchange
  • New York Health Care Reform Act
  • VEBA Administration
  • Medicare Crossover
  • Employee Assistance Programs
  • Vision Care
  • Disease Management
  • Current Developments
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