CPE Catalog & Member Events
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ACPEN Signature 2026: Partnership and LLCs Update
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Webinar
8.00 Credits
Member Price: $250
IRS audits Allocations and Basis Proper reporting Valuation of closely held business interests Impact of the Sirius Solutions Decision
K2’s Next Generation Excel Reporting
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Webinar
8.00 Credits
Member Price: $250
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
K2’s QuickBooks Online For Accountants
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Webinar
8.00 Credits
Member Price: $250
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
Managing Current Fraud Trends in a Shifting Environment
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Webinar
8.00 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
2026/27 Single Audit Update
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Webinar
1.00 Credits
Member Price: $39
2024 Uniform Guidance overhaul Increase in Single Audit threshold to $1 million Audit planning and execution impacts 2025 AICPA GAS/Single Audit Guide (Appendix B) updates Audit efficiency and compliance considerations
Overcoming Tech Adoption Challenges in CPA Firms
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Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms
The Controllership Series - The Financial Close Process
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Webinar
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
Ethics in Artificial Intelligence
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Webinar
1.50 Credits
Member Price: $79
Ethics Artificial Intelligence Information Technology
Character and Trust: The Difference Maker in Effective Collaboration
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Webinar
2.00 Credits
Member Price: $89
Definition of Collaboration Character Definition Critical Character Attributes Character Self-Awareness Additional Character Identification Techniques Trust Definitions Waves of Trust Four Cores of Trust Toxic Trust and Antibiotics
Getting the Most When Selling a Business: Little Details to Get Top Value
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Webinar
2.00 Credits
Member Price: $89
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
Critical Thinking and Skepticism in AI-Augmented CPA Work
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Professional skepticism and existing CPA standardsSix traits of the skeptical professional mindAutomation bias and other AI-related cognitive biasesEvidence and verification rules for AI outputsPractical questioning and challenge techniquesVendor claims, benchmarks, and AI due diligenceReview, documentation, accountability, and skeptical firm culture
Power Skills: Professionalism and Client Interactions
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices when communicating with the client.Complicated scenarios for practice.
Financial & Tax Accounting for Partnerships & LLCs
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Webinar
4.00 Credits
Member Price: $149
Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs
Fundamentals of Form 1040 -- Business
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Self-employment and business income taxation (Schedule C, self-employment tax, business deductions)Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203)Application of Form 7217 for capital construction fundsBest practices for self-employed clients and small business ownersKey deductions and credits for business ownersAvoiding common IRS audit triggers related to business income reportingLegislative updates impacting business income taxation in the current year
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
Financial Statement Disclosures 26-27
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Webinar
8.00 Credits
Member Price: $329
• General requirements• Balance Sheet, income statement and cash flow• Stockholders" equity• Business combination and consolidation
Pass-Thru Entity Owners Schedule K-1 Analysis 26-27
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Webinar
8.00 Credits
Member Price: $329
• Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203—S Corporation Shareholder Stock and Debt Basis Limitations)• Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return• The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations)• How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners• Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership• What constitutes debt basis for an S corporation shareholder under the final regulations• The tax ramifications of repaying loans to S corporation shareholders and on open account debt• How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk
K2’s Small Business Internal Controls, Security, And Fraud Prevention And Detection
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Webinar
8.00 Credits
Member Price: $250
Common challenges associated with implementing appropriate internal controls in small business environment Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
Accountants and Malpractice: Can We Get Sued for This?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.