CPE Catalog & Events
Forensic Accounting: Investigating Divorce Cases
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court
International Tax Lunch Series September 2025
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Online
1.00 Credits
Member Price: $55
Various tax topics from a legal perspective International, Federal and State tax matters
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence
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Online
2.00 Credits
Member Price: $109
How well-designed analytic procedures enhance audit quality Elements of strong analytic procedures Selecting the proper analytic, and altering the strength for the intended purpose Evaluating the data used in generating expectations Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained
Why Auditors Fail To Detect Fraud
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Online
2.00 Credits
Member Price: $109
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
The Three Million Dollar Ribbon
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Online
2.00 Credits
Member Price: $109
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
Surgent's Critical Conversations
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Online
2.00 Credits
Member Price: $99
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
Surgent's Ethics for Tax Professionals
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Online
2.00 Credits
Member Price: $99
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Unlock the Power of AI with Copilot in Excel
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $129
Remote workforce Employee retention Staff turnover
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement
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Online
3.00 Credits
Member Price: $129
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality
Federal Tax Update - Individual & Business Current Developments
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Online
8.00 Credits
Member Price: $400
Discuss the most recent individual and business income tax legislation passed to date Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax) Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit) Walk through the NEW final required minimum distribution (RMD) regulations Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes
2025 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Online
1.00 Credits
Member Price: $59
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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Online
1.00 Credits
Member Price: $59
Emotions Relationships Emotional Intelligence Communication
CFO Series: AI and Machine Learning: Practical Applications
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Analyzing AI and ML and describe potential finance-related applications for both.The growth of AI.Practical applications and risks for AI and ML, specifically for accounting and finance.Bookmark and share examples of ethical policies to help mitigate these risks.Prompt engineering tips to yield desired responses from Generative AI tools like Chat GPT, Gemini, Perplexity AI, and Microsoft Copilot.
Closely Held Business Owner Financial Planning Opportunities 25-26
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Online
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
Cost and Pricing Models: Boost Your Bottom Line
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Online
2.00 Credits
Member Price: $109
Cost Accounting Activity-based Costing
The Art of the Interview 25-26
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Online
2.00 Credits
Member Price: $99
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
Advanced Cybersecurity - Beyond the Basics
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Understanding Cyber Threats and Risks in FinanceCybersecurity Frameworks and Best Practices for Financial ProfessionalsFinancial Data Security and Encryption TechniquesCybersecurity Auditing and Forensic InvestigationsEmerging Technologies and Trends in Financial CybersecurityLeadership and Governance in Cybersecurity for Financial Executives
Fiduciary Accounting & Tax Planning for Estates & Trusts
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Online
4.00 Credits
Member Price: $159
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts