CPE Catalog & Events
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online
8.00 Credits
Member Price: $245
This course equips practitioners with the knowledge to help clients navigate complex tax and financial challenges. Covering a range of difficult situations—such as divorce, bankruptcy, and other personal and business matters—this course provides key tax insights and strategic planning considerations. Participants will gain practical strategies to support clients in making informed decisions while understanding the tax implications of these situations. Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: Intermediate
Consulting Services Secrets
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Online
1.00 Credits
Member Price: $39
Award winning discussion leader Mark Hugh discusses how to create and capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables, and effective marketplace marketing strategies. Delivery Method: Individual webcastCPE Credit: Personal developmentProgram Level: Basic
Business Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $79
This course addresses the most recent legislative developments impacting business taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: Intermediate
Understanding the New Forms K-2 and K-3
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Online
2.00 Credits
Member Price: $89
Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that have no foreign activities, investments, or partners may have a reporting requirement. Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity are now required for passthrough returns (Form 1065, 1120-S and 8858). This requirement starts with returns with a tax year that ends in 2021. This course discusses each part of these schedules and explain these new reporting obligations in detail. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Don Farmer’s Tax Ninja: Essential Principles of Taxation (Replay)
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Online
4.00 Credits
Member Price: $149
Looking to make your workday easier and your clients happier? This fast-paced, practical seminar will walk you through smart planning opportunities you might be overlooking. We’ll cover everything from hidden tax savings ideas and must-know judicial concepts (yes — even that tricky “3rd party debt” rule) to clever accounting method changes that can put real money back in your clients’ pockets. You’ll also get clear, confident answers to those common client questions that always seem to pop up — so you’re ready with solid advice when it counts. If you’re looking to sharpen your skills, save time and uncover new value for your clients, this session is for you.
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Online
4.00 Credits
Member Price: $159
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: AdvancedThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today
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Online
4.00 Credits
Member Price: $159
In recent years, not-for-profits have applied critical new standards related to contributions of nonfinancial assets, leases, and more. However, with all the focus on the new stuff, have we forgotten any of the old stuff? FASB ASC 958 has a great deal to say about various accounting and reporting issues in the form of its implementation guidance and illustrations. Not knowing this guidance can result in lost time and erroneous applications of GAAP. In this course, we will review some of the most critical illustrative not-for-profit guidance issued by the FASB.Delivery Method: Individual webcastCPE Credit: Accounting (governmental)Program Level: UpdateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
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Online
4.00 Credits
Member Price: $159
Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term "basis," we really could be referring to one of three different things. This course will explore the differences between inside basis, outside basis, and 704(b) basis. Through several examples and practice problems, we will show you how to easily distinguish among these terms. We will also explore the tax implications of initial contributions of property to a partnership as well as the different types of partnership distributions.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Common Deficiencies in SSARS Engagements
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Online
4.00 Credits
Member Price: $129
Preparation, compilation and review engagements continue to be a hot topic for peer review despite SSARS 21 having been around for nearly a decade. This course will concentrate on the most common peer review findings with a focus on how to comply in an efficient but practical perspective. This course will discuss the root cause of noncompliance so that overall engagement quality increases. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Intermediate
K2's Business Intelligence, Featuring Microsoft's Power BI Tools
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Online
8.00 Credits
Member Price: $225
Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools – from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyzes unthinkable until recently. This program will teach you to implement “do-it-yourself business intelligence” using various techniques and tools. First, you will learn to use advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining better insights into your data to make better decisions interests you, then join us for a fast-paced look at how you can take advantage of these fantastic tools. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Advanced
AI Privacy, Security, and Compliance Masterclass
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Online
2.00 Credits
Member Price: $89
In today's rapidly evolving digital landscape, understanding the interplay between generative AI and data protection is not just an asset, but a necessity. This transformative course is designed to delve deep into the crucial privacy, security, and compliance aspects of working with Generative AI (GenAI) technologies. As accountants increasingly integrate AI tools into their workflows, the stakes for safeguarding sensitive information and ensuring ethical AI practices have never been higher. Our masterclass is tailored to meet the unique needs of modern accountants, providing a thorough and practical exploration of how to navigate the complexities of secure data sharing with GPT models, implement robust AI policies, and master the intricacies of AI copyright compliance. With a focus on real-world applications and emerging threats, such as deepfakes and their implications for fraud and misinformation, this course is your gateway to becoming a trusted expert in the field. Join us to future-proof your career and lead with confidence in the digital age. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Information technologyProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Competing for Talent: Closing Gaps and Building Firm Culture
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Online
1.00 Credits
Member Price: $75
Even with the market softening, our profession's long-standing talent shortage continues to impact firms across the country. While solutions are being pursued at the national level to attract more people to a career in accounting, firm leaders must also take action. By closing the salary gap for new accounting grads, enhancing firm culture, and creating destination workplaces that both attract and retain talent, firm leaders will excel at attracting and retaining talent, their most precious resource. In this session, ConvergenceCoaching, LLC and AICPA will explore trends impacting talent and discuss tools and resources available to help firm leaders compete for talent through culture, compensation, and capacity.Delivery Method: Individual webcastCPE Credit: Business management & organizationProgram Level: OverviewThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.
Controller Series: Insightful Financial Analysis
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Online
1.00 Credits
Member Price: $75
Anyone can "crunch numbers" but it takes special skills to make them meaningful to the user. Financial statements and ratios need to be interpreted correctly using a process that sets the context, identifies the right analysis tools, and makes recommendations in an understandable format. This course will help you present your insights in a way that is insightful and impactful to your client.Delivery Method: Individual webcastCPE Credit: Accounting, AuditingProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.
Documenting Internal Control
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Online
1.00 Credits
Member Price: $75
Documenting internal controls Familiarize yourself with commonly used documentation tools, such as narratives, flowcharts, internal control questionnaires and control matrixes. Walk through COSO's internal control template used to document an assessment of a system on internal control.Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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Online
2.00 Credits
Member Price: $79
ProActive Response Group's Active Shooter Response Training course educates participants in current trends of active shooter incidents, how to recognize early warning signs of violence, appropriate actions to increase chances of survival in an active shooter event, and how to use basic medical equipment to save the lives of victims. *****(Warning: This video contains simulated graphic scenes that some viewers may find disturbing)***** Delivery Method: Individual webcastCPE Credit: Personnel / human resourcesProgram Level: Intermediate
Revenue Recognition in an Environment of Uncertainty
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Online
2.00 Credits
Member Price: $79
Applying Topic 606 in an environment of uncertainty can be especially challenging. This course will discuss the proper application of the revenue recognition model when facts and circumstances are changing. Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: Basic
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Online
3.00 Credits
Member Price: $149
Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Tax practitioners who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: BasicThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Independence for Auditors - AICPA, PCAOB, GAO & DOL
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Online
4.00 Credits
Member Price: $129
This course will look at the various rules related to Independence and compare and contrast the requirements. This overview course will help auditors understand the nuances of independence and ensure they meet the requirements to perform attest services for their clients. We will review the requirements for the AICPA, GAO, DOL, and PCAOB. Delivery Method: Individual webcastCPE Credit: AuditingProgram Level: Update
2025 A&A Update With Technology Implementation
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Online
4.00 Credits
Member Price: $149
Stay informed and prepared with this comprehensive annual update on the latest developments in accounting and auditing. We'll begin with a deep dive into the Accounting Standards Updates (ASUs) effective in 2025, followed by insights from the FAF's 2024 PCC Review and an overview of FASB's Invitation to Comment - Agenda Consultation, which will shape the future of accounting standards. On the auditing side, we'll tackle the essential changes in quality management standards that firms must implement by the end of 2025. The session will also highlight common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB). Join us to gain practical insights and actionable takeaways to navigate these updates with confidence. Finally, we will close the course by exploring the audit technology adoption process to help transform resistance into resilience as the industry embraces new technologies. We will learn how to overcome common barriers to deliver a successful implementation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: Accounting, AuditingProgram Level: UpdateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Forensic Accounting: Investigating Divorce Cases
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Online
4.00 Credits
Member Price: $149
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Delivery Method: Individual webcastCPE Credit: AccountingProgram Level: IntermediateThis course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.