CPE Catalog & Events
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Basic Staff Tax Training: Individual 26-27
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Webinar
8.00 Credits
Member Price: $329
• Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return• Identify and be able to implement basic individual income tax planning ideas for clients• Familiarity with several source documents utilized in the preparation of an individual income tax return• Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
S Corporation (Form 1120S) — Formation to Liquidation 26-27
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Webinar
8.00 Credits
Member Price: $329
• Extensive review of the S corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025• Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues)• Fixing late S corporation elections (i.e., Form 2553)• S corporation formation (§351) and liquidation issues• Revocation and termination of S corporations• Schedule K and K-1• separately stated versus non-separately stated income and expense items• Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax• Compensation issues including the tax treatment of fringe benefits• Built in gains tax and other planning opportunities when converting a C to S corporation• Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts• Tax treatment of stock redemptions (sale or distribution")
U.S. GAAP Disclosures for Non-Public Entities 26-27
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Webinar
8.00 Credits
Member Price: $329
• FASB Accounting Standards Codification disclosure requirements• An overview of the disclosure landscape• How materiality enters into disclosure decisions• Navigating the FASB Codification
Advanced Personal Financial Planning Update 26-27
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Webinar
8.00 Credits
Member Price: $329
• Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care• Debt management, including mortgages and education financing• Insurance and investments from a life-planning perspective• Income tax legislation, cases, and rulings• Estate and trust planning strategies
Basic Staff Tax Training: Individual 26-27
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Webinar
8.00 Credits
Member Price: $329
• Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return• Identify and be able to implement basic individual income tax planning ideas for clients• Familiarity with several source documents utilized in the preparation of an individual income tax return• Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
S Corporation (Form 1120S) — Formation to Liquidation 26-27
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Webinar
8.00 Credits
Member Price: $329
• Extensive review of the S corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025• Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues)• Fixing late S corporation elections (i.e., Form 2553)• S corporation formation (§351) and liquidation issues• Revocation and termination of S corporations• Schedule K and K-1• separately stated versus non-separately stated income and expense items• Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax• Compensation issues including the tax treatment of fringe benefits• Built in gains tax and other planning opportunities when converting a C to S corporation• Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts• Tax treatment of stock redemptions (sale or distribution")
U.S. GAAP Disclosures for Non-Public Entities 26-27
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Webinar
8.00 Credits
Member Price: $329
• FASB Accounting Standards Codification disclosure requirements• An overview of the disclosure landscape• How materiality enters into disclosure decisions• Navigating the FASB Codification
2026 Business Tax Credits
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Webinar
1.00 Credits
Member Price: $55
• Research & Development Tax Credit• Work Opportunity Tax Credit• COVID-19 Tax Credits• Opportunity Zones• GO-Biz Incentives• Employment Training Panel
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
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
Form 5500 Annual Update 2026
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Webinar
4.00 Credits
Member Price: $175
• Forms 5500, 5500SF and 5500EZ• Form 5500: nuances and schedules• Reporting and disclosing compliance issues• Reporting delinquent contributions• Failure to file
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
Form 1041 Advanced Series Part 4: Post Mortem Considerations 26-27
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Webinar
2.00 Credits
Member Price: $99
• A Review of the Expansive Nature of Trust Administration• The Use of Post-Mortem Elections• The Use of an Administrative Trust & its Advantages• Choosing a Fiscal Year for the Administrative Trust• The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex"• Making the Sec. 645 Election, its Duration, Advantages and Disadvantages
Comprehensive Roth IRA Strategies Analysis 26-27
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Webinar
2.00 Credits
Member Price: $99
• Why Roth-related Rules of Thumb can be flawed• Questions you can use to evaluate recommendations• SECURE 2.0 changes related to Roth IRA / Roth 401k• Backdoor and Mega-Backdoor Roth
PFP Update: Investment Planning in This New Era 26-27
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Webinar
2.00 Credits
Member Price: $99
• Develop, design and monitor client investment portfolios• Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships• Assessomg market conditions in a very unique and different environment• How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues• How investment vehicles work together to manage risk/return relationships• How to build, monitor, evaluate and re-design an investment portfolio
Cash Management Techniques: Cash Does Not Manage Itself! 26-27
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Webinar
4.00 Credits
Member Price: $99
• Case studies and participant discussions will highlight these cash management issues:• Manage cash electronically• Encourage customers to pay faster• Preserve cash and reduce costs by partnering with vendors to take advantage of their purchase discounts
International Tax Forum - September 2026
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Webinar
1.00 Credits
Member Price: $55
• Various tax topics from a legal perspective• International, Federal and State tax matters
Closely Held Business Owner Financial Planning Opportunities 26-27
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Webinar
2.00 Credits
Member Price: $99
• Insurance planning• Investment planning• Business succession planning• Income tax planning• Practice management and marketing• Retirement planning• Executive compensation• Estate planning
Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27
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Webinar
4.00 Credits
Member Price: $175
• AICPA Code of Professional Conduct• Threats to compliance with Code of Ethics• Updated Statement of Standards for Taxpayer Services (SSTS)• Ethical challenges in selecting appropriate GAAP alternatives
Governmental & Not for Profit Fraud 26-27
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Webinar
4.00 Credits
Member Price: $175
• Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds• Understand and recognize fraud risk and fraud indicators• Consider types of fraud prevention programs