CPE Catalog & Member Events
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Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts
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Webinar
2.00 Credits
Member Price: $89
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting
Ethics: 10 Crucial Qualities of High Character CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Surgent's Introduction to Charitable Gifting for Individual Taxpayers
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Webinar
2.00 Credits
Member Price: $119
Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements
Leading for Well-Being: Building Resilient Teams & Thriving Workplaces
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Webinar
3.50 Credits
Member Price: $129
The Importance of Mental Wellness in Leadership Recognizing and Preventing Burnout Building and Sustaining Resilient Teams Leading by Example: Self-Care and Continuous Growth
The Art of Marketing for CPAs
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Webinar
4.00 Credits
Member Price: $149
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Planning for Small Business Success
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Webinar
4.00 Credits
Member Price: $149
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
Small Business Risk Avoidance
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Webinar
4.00 Credits
Member Price: $149
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios
How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts
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Webinar
8.00 Credits
Member Price: $250
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget!
Ethics: Court Orders, Confidentiality, and Compliance
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:• When and how a court order permits disclosure of tax return information under IRC §7216 and §6713.• The scope and limitations of disclosure under Circular 230 and the Gramm-Leach-Bliley Act (GLBA).• Best practices for responding to court orders while maintaining compliance and minimizing liability.• Risks of over-disclosure and unauthorized communication during mediation proceedings.
Technology Trends for CPAs and CFOs: 2026 Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsIoT (Internet of Things) and Big DataData analytics and KPI dashboards the new financial reporting modelGenerative AI and Agentic AI in 2026Blockchain technology and smart contractsCryptocurrency 15 market and technology updateCurrent state of the software applications technology
K2’s Getting Control Of Your OneDrive Account
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Webinar
1.00 Credits
Member Price: $39
Comparing OneDrive, OneDrive for Business, and SharePoint OnlineManaging documents stored in OneDrive Using OneDrive as a collaboration tool Integrating OneDrive with other applications and services
The Controllership Series - Addressing Budgeting Uncertainty
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Webinar
1.00 Credits
Member Price: $39
Accounting Finance
Productivity Hacks for Working Remote
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Webinar
1.00 Credits
Member Price: $39
Virtual Work Remote Work Telecommuting Flexible Work Options
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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Webinar
1.00 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
Common Deficiencies in Employee Benefit Plans
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Webinar
2.00 Credits
Member Price: $89
EBP Auditing Yellowbook
The Ethic of Teamwork
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Virtue ethicsTeam dynamicsCharacteristics of highly effective teamsMeeting managementTeam communicationDecision making
LLC's & S Corps -- A Comparative Analysis
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Webinar
4.50 Credits
Member Price: $169
Comparative analysis of LLCs and S Corporations Entity formation, compliance, and operational structures Self-employment tax and its implications for LLCs and S Corporations Form 2553 preparation and relief for late filings Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application S Corporation eligibility errors and corrective measures Corporate governance and formalities for both entity types Shareholder stock and debt basis for S Corporations Forms 1120S, 1065, and related schedules (K-1, K-2, K-3) Officer reasonable compensation and general partner guaranteed payments Audit strategies, estate planning, and business continuation planning
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Webinar
1.00 Credits
Member Price: $39
Forensic Accounting Accounting Finance Auditing
The Controllership Series: The Controllers Role in Internal Controls
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Webinar
1.50 Credits
Member Price: $79
Accounting Finance Internal Controls