CPE Catalog & Member Events
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Business Valuation - Asset Approach
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Webinar
1.00 Credits
Member Price: $39
Fundamentals of Business Valuation and Appraisal Standards The Asset Approach: Methods, Applications, and Analysis
Generation Intelligence: Navigating the Generational Divide
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Webinar
1.00 Credits
Member Price: $39
Generations
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
Cryptocurrency Transactions: Navigating Federal Tax Rules
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Webinar
1.00 Credits
Member Price: $39
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
Functional Approach to Employee Benefits
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Webinar
1.50 Credits
Member Price: $79
Benefits Benefits Communications Total Rewards
Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 2 Technology Disruption, Artificial Intelligence and Cybers
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Webinar
1.50 Credits
Member Price: $79
Artificial Intelligence Emerging Risks for Acccountants and Finance Cybersecurity Risks
The Ethics of Uncertain Tax Positions
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Webinar
2.00 Credits
Member Price: $79
The Ethics of Complying with Disclosure Rules The Tax Uncertainties Dance The Ethics of Compliance When There are "Gray Areas" "Realistic Possibility" and the AICPA Statement on Standards for Tax Purposes "Reasonable Basis" with Disclosure of Tax Uncertainties Case Study: Ashkouri v. Commissioner Conclusion
K2’s Taking Another Look At PDFs
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Webinar
2.00 Credits
Member Price: $89
Understanding the Portable Document Format Identifying tools you can use to work with PDFs Collaborating using PDFs Creating, distributing, and collecting fillable PDF forms Using PDFs to enhance security
Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value
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Webinar
2.00 Credits
Member Price: $89
Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders
Advanced Excel: Hidden Secrets and Gems
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Webinar
2.00 Credits
Member Price: $89
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
Eat, Drink & Maybe Deduct: Mastering IRC 274
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 274 meals and entertainment rules Tax Cuts and Jobs Act changes affecting meals and entertainment Deductible versus nondeductible expenditures Definition of “entertainment” Definition of “business associate” Reimbursement arrangements Exceptions under IRC § 274(e) Compensation-related exceptions Recreational activity exceptions Public availability exceptions Goods or services sold to customers Separately stated food and beverage costs Employer-provided meals Per diem reimbursements Compliance and documentation requirements
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 26-27
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Webinar
2.00 Credits
Member Price: $99
• Review of New Rules under IRC Sec. 67(g)• Review Surprises to Simple Trusts under IRC Sec. 67(g)• Presentation Issues with IRC Sec. 199A Deduction and the Tier System• Special Rules Relating to the Charitable Contribution Deduction• Problem Examples
Navigating IRS Correspondence: Responding to IRS Letters
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence.
PFP Update: Income Tax, Retirement and Estate Planning 26-27
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Webinar
2.00 Credits
Member Price: $99
• The personal financial planning process• Relevance to income tax• Retirement and estate planning concerns and solutions
Surgent's Unconscious Bias for Managers, Supervisors, and Executives
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Webinar
2.00 Credits
Member Price: $99
Unconscious bias, including the five defining characteristics of unconscious bias The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers The concept of microaggressions, with examples An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the “oops, did I just say that?” section.
Tax Basis and other Special Purpose Frameworks 26-27
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Webinar
4.00 Credits
Member Price: $175
• Tax basis• Cash and modified cash• Contractual• Regulatory• Financial Reporting Framework for Small and Medium sized Entities (FRF for SMEs)• Red-flags in fraud
Optimize Your Staff's Performance
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Webinar
4.00 Credits
Member Price: $149
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
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
CalCPA Express Federal Tax Update November 2026
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Webinar
8.00 Credits
Member Price: $329
• Discuss the most recent individual and business income tax legislation passed to date (i.e., The Big Beautiful Bill) and the expiration or extension of any TCJA provisions after 2025• Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules• Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses• Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)• Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)• Walk through changes to IRAs and the NEW final required minimum distribution (RMD) regulations
OCBOA Case Studies 26-27
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Webinar
8.00 Credits
Member Price: $329
• Income tax-basis financial statement presentations• Cash and modified-cash financial statement presentations• Innovative and EBITDA type reports• OCBOA engagements• AICPA Financial Reporting Framework for Small- and Medium-Sized Entities