CPE Catalog & Member Events
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New Client Ethical Challenges: The CPAs Guide
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Webinar
2.00 Credits
Member Price: $89
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
FASB Update and Review
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Webinar
2.00 Credits
Member Price: $89
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
Tactical Data Management – Turning Data into Actionable Information
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Webinar
2.00 Credits
Member Price: $89
The difference between data and information Financial versus non-financial performance metrics Customer, internal process, and employee data Balanced Scorecard concepts and performance linkage Data risks, cybersecurity, and governance concerns Organizing data to answer the right business questions Using visuals and storytelling to communicate insights Empirical, fact-based decision-making
Tax Implications of Retirement Plan Distributions
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
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
Advanced Negotiations: Never Split the Difference
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Webinar
2.00 Credits
Member Price: $89
Negotiations Business Management
K2's Dynamic Arrays In Excel
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Webinar
1.00 Credits
Member Price: $39
Differentiating between dynamic arrays and traditional Excel formulas Identifying which functions support dynamic arrays Using dynamic arrays to link data from external data sources
Stand Out - How to Create a Unique Employer Brand
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Webinar
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Considerations of Fraud
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Webinar
2.00 Credits
Member Price: $89
AU-C 240 Auditing Yellowbook
Critical Thinking Skills: Prevent Mistakes Now
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Webinar
2.00 Credits
Member Price: $89
Critical Thinking Communication
IRS Penalties and Abatements
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Steps to Stop External Fraud
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $119
Marginal tax rates effective in 2025 and beyond The QBI deduction Qualified residential interest Child Care Credit Miscellaneous itemized deductions, including the educator deduction Rollovers from 529 plans to ABLE accounts Additional expenses treated as qualified higher education expenses for purposes of 529 accounts Termination of credits for environmentally clean autos and expenditures Other timely topics
Surgent's Understanding and Testing Control and Compliance in a Single Audit
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Webinar
4.00 Credits
Member Price: $159
The essential internal control concepts applied in single audits How auditors obtain an understanding of controls over compliance and test the effectiveness of those controls in single audits How auditors plan and perform tests of compliance in single audits The identification and reporting of control and compliance findings
Mastering the Art of Conflict: CPA Transformative Strategies
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Common conflicts CPAs faceThe impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilitiesIdentifying conflict triggersBest practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.
101 Tax Planning Ideas 26-27
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Webinar
8.00 Credits
Member Price: $329
• An overview of the individual and business tax changes in the One Big Beautiful Bill• Identifying tax planning opportunities in the tax formula• Different types of planning• Frequently-used planning techniques• Qualitative and quantitative considerations• The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning• Looking to the past, present, and future as we plan
IRAs—Traditional, Roth, SEP & SIMPLE 26-27
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Webinar
8.00 Credits
Member Price: $329
• An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations• Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs• Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans• Roth IRA contribution phase-out limits, as well as tax-free qualified distributions• Planning opportunities for conversions to ROTH IRAs• Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation• The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments)• The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies• The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death• Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
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
The Complete Guide to the Preparation of Form 1041
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Webinar
8.00 Credits
Member Price: $250
Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation