CPE Catalog & Events
Monthly Federal Tax Updates - January 2027
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Advanced IT Audit & Real-World Testing
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Webinar
3.00 Credits
Member Price: $109
Information Technology General Controls (ITGC) Testing Audit Execution Workpapers
Accounting and Auditing Update 26-27
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Webinar
4.00 Credits
Member Price: $175
• Review of new accounting standards issued in 2025 and 2026• Applicable changes to accounting for government grants and crypto currency• Compilation and review standards and interpretations (SSARS)• Auditing standards including a deep dive into the quality management standards
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
Fraud—How to Find, How to Prevent 26-27
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Webinar
4.00 Credits
Member Price: $175
• Fraud and its impact on our clients• Fraud prevention• Internal controls• Fraud risks• Fraud prevention tips
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
Federal Tax Update for Business with Doug Van Der Aa
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Webinar
4.00 Credits
Member Price: $149
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments
Partnership Essentials: Review & Update
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Webinar
4.00 Credits
Member Price: $149
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
Embracing Neurodiversity in the Workplace
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Webinar
1.00 Credits
Member Price: $39
Neurodiversity
Resolving Ethical Dilemmas—You Make the Call
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Webinar
1.50 Credits
Member Price: $79
Ethical frameworks Threats and safeguards to objectivity and independence
Scared Straight: White Collar Crime and Beyond
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Webinar
2.00 Credits
Member Price: $89
Fraud Prevention Accounting Business Ethics
Crypto, Blockchain and Taxes
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Webinar
2.00 Credits
Member Price: $89
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
Ethical Standards in Tax Practice: Circular 230 and Compliance
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Webinar
2.00 Credits
Member Price: $89
Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements
Ethical Intelligence for Artificial Intelligence
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Webinar
2.00 Credits
Member Price: $89
Benefits and pitfalls of artificial intelligence in the accounting profession Selecting and utilizing artificial intelligence resources Applying professional skepticism to results Maintaining independence while utilizing artificial intelligence Upholding client confidentiality Data security and retention Citation of sources and related reporting considerations
Fraud & Embezzlement: Case Studies from the Trenches
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Introduction to Governmental Budgeting
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The basics of governmental budgeting.Common steps and timeline of the budget process.What, when and how we should be monitoring the budget throughout the year.How long-term budgets fit in with the annual budget process.
Global Internal Audit Standards (GIAS) Domain III - Part 1
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Webinar
2.50 Credits
Member Price: $99
Internal Audit GIAS IPPF Standards Accounting Internal Controls
Enhancing Performance Through Effective Coaching
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Webinar
4.00 Credits
Member Price: $149
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
Fundamentals of the 1040 Business Income and Reporting
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Webinar
4.00 Credits
Member Price: $149
Schedule C: self-employment income, business deductions, and SE tax Schedule E and K-1 income from partnerships and S corporations Shareholder basis tracking using Form 7203 Capital construction fund reporting (Form 7217) Business deductions and credits for individuals with business activity Audit risk areas and reporting red flags 2025 tax law changes affecting business income and pass-through reporting
Cutting-Edge Estate and Financial Planning Trends
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Webinar
8.00 Credits
Member Price: $250
The latest legislative changes in estate and financial planning Expected changes in estate and gift tax exemptions and their impact Common client errors and risk mitigation strategies Domicile planning considerations in financial and tax strategy Charitable giving strategies under new tax rules Advanced use of split-interest trusts for tax and estate planning Best practices for IRA distribution planning with new tax implications