CPE Catalog & Events
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Advanced Staff Tax Training: Individual 26-27
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Webinar
8.00 Credits
Member Price: $329
• Taxation of investments• Reporting of business income and losses from pass-through entities including loss limitations• Non-income taxes that impact individual income tax returns• Retirement contributions and planning• Alternative Minimum Tax (ATM)• Social Security taxation• Charitable contribution planning with limitations
Tax Planning for Sole Proprietors & Other Business Owners 26-27
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Webinar
8.00 Credits
Member Price: $329
• An overview of the business-related tax changes in the One Big Beautiful Bill• Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business• Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices• Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans• Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction• Avoiding the at-risk and passive activity loss limitations• Making the right business entity election• In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 26-27
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Webinar
8.00 Credits
Member Price: $329
• Divorce and ongoing payment issues dealing with alimony and child support• Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others• Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales• Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets• High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options
Driving Corporate Performance: The CFO’s Role in Competitiveness 26-27
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Webinar
8.00 Credits
Member Price: $329
• Know why successful companies focus their strategy• Translate strategic initiatives into accomplishments
Fraud Misstatements & Financial Reporting 26-27
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Webinar
4.00 Credits
Member Price: $175
• A case study approach to financial statement fraud• Cases on misrepresentation of assets, including cash, inventory, accounts receivable, fixed assets, goodwill and reserves• Common methods of deceiving users of financial statements• Red-flags in fraud
Audits of 401k Plans 26-27
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Webinar
6.00 Credits
Member Price: $259
• SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits• Update of the changes affecting 401k plans• Compliance issues commonly encountered in 401k plan audits• Best practices for engagement planning, internal controls, risk assessment, and detailed testing• Common audit reporting and disclosure issues
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 26-27
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Webinar
8.00 Credits
Member Price: $329
• Divorce and ongoing payment issues dealing with alimony and child support• Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others• Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales• Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets• High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options
Driving Corporate Performance: The CFO’s Role in Competitiveness 26-27
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Webinar
8.00 Credits
Member Price: $329
• Know why successful companies focus their strategy• Translate strategic initiatives into accomplishments
How AI is Automating Internal Control 26-27
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Webinar
4.00 Credits
Member Price: $175
• An explanation of Artificial Intelligence (AI)• Specific ways AI is replacing human cognition• What is on the internal control horizon related to AI and other technologies
Fiduciary Taxation Part 1: Introduction to Form 1041 26-27
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Webinar
2.00 Credits
Member Price: $99
• Introduction to the Fiduciary Entity and Basic Fiduciary Entity Flowchart• Authorities & Disciplines in Fiduciary Accounting & Taxation• Fiduciary Tax Rates and Brackets• Introduction to Subchapter J• 5 Basic Rules & Concept of Fiduciary Taxation and Steps to Calculating the Income Taxation of Trusts & Estates• Use of a Tax Spreadsheet
Acquisitions for Business Growth: Strategy, Integration, and Due Diligence 26-27
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Webinar
4.00 Credits
Member Price: $99
• Valuing businesses• Negotiate the right price• Understand the keys to effective and efficient due diligence• Prepare and review agreements• Plan and execute an effective integration• Key considerations when selling a business
Consolidation Accounting 26-27
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Webinar
4.00 Credits
Member Price: $175
• Consolidation accounting framework• Voting control • Variable Interest Entities• Business combinations• Control case examples• Business combination case examples• Disclosures
How Fraud Can Affect Smaller Organizations 26-27
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Webinar
4.00 Credits
Member Price: $175
• The reasons for fraud• Fraudulent acts that are initiated against smaller organizations• Methods to stop fraud attempts against small businesses
August 2026 AI Update: Current Issues, Future Possibilities
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Webinar
2.00 Credits
Member Price: $55
• Recent changes in major AI languages and their uses• New developments in chatbot and prompt query tools for CPAs• Major AI breakthroughs in the past 6 months• Recommended AI tools for CPAs
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts 26-27
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Webinar
2.00 Credits
Member Price: $99
• Review the Basic Concept of Fiduciary Duty• Review the Basic Concept of Fiduciary Accounting• Use of a Diagram to Distinguish Income and Principal• Calculating Fiduciary Accounting Income• Requirements of a Simple Trust• Problem Example Spreadsheets Reflecting Fiduciary Accounting and Taxation of Simple Trusts as well as how Depreciation is Handled by a Fiduciary Entity• Problem Examples Reflecting a Completed Form 1041 using Spreadsheet Calculations for Fiduciary Accounting and Taxation of Simple Trusts
GAAP Update 26-27
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Webinar
8.00 Credits
Member Price: $329
• Equity method investments and joint ventures• Changes in U.S. GAAP financial statement presentation and disclosure requirements• Accounting and disclosure for crypto assets• Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026• FASB Technical Projects and Agenda, including recently exposed Proposed ASUs
Metrics Management: Choose and Use Key Performance Indicators 26-27
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Webinar
8.00 Credits
Member Price: $329
• Link long term strategy to short term financial plans• Use benchmarking to determine what performance should be
Statement of Cash Flows: Preparation and Analysis Workshop 26-27
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Webinar
8.00 Credits
Member Price: $329
• Major provisions of GAAP Codification Topic No. 230• Statement classification issues• Reporting operating cash flows: Direct and indirect methods• Preparing the statement: Workpaper techniques• Useful cash flow ratios• Bankruptcy prediction using the statement of cash flows
Taxation of the Construction Contractor 26-27
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Webinar
4.00 Credits
Member Price: $175
• Walkthrough of accounting methods and relevant elections under IRC 460• Illustrative examples and analysis• Review of pertinent cases and revenue rulings• Update of other IRS activity, including recent Tax Reform
GAAP Update 26-27
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Webinar
8.00 Credits
Member Price: $329
• Equity method investments and joint ventures• Changes in U.S. GAAP financial statement presentation and disclosure requirements• Accounting and disclosure for crypto assets• Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026• FASB Technical Projects and Agenda, including recently exposed Proposed ASUs