CPE Catalog & Events
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The Successful Family Business
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Online
4.00 Credits
Member Price: $149
Business Management Organization
Not Just Your Everyday FASB Update
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Online
4.00 Credits
Member Price: $149
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
Fundamentals of the 1040 Business Income and Reporting
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Online
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
Retaining Talent in a Competitive Marketplace
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
A Practitioner’s Guide to IRAs and Qualified Retirement Plans
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Online
8.00 Credits
Member Price: $250
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
How Changes in Business Methods Affects Internal Control
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Online
8.00 Credits
Member Price: $239
The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.
AHI: Level IV - Management and Leadership Essentials Training
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Online
24.00 Credits
Member Price: $740
Expectations of the Supervisor/Manager Leadership Skills and Styles Managing Self and Priorities Improving Communication Skills Human Motivation Supervising, Evaluating and Coaching Staff Helping Your Firm Grow
Ethics and Technology for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Ethics, AI, and Music: What Every CPA Must Know
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
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Online
1.20 Credits
Member Price: $39
Talent Strategy Culture Employer Branding Leadership Growth
Key Tax Issues for Individual Taxpayers
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Online
2.00 Credits
Member Price: $89
"Tax-mageddon" – the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Other recent legislative developments impacting individual taxpayers
Fiduciary Taxation Part 1: Introduction to Form 1041 26-27
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Online
2.00 Credits
Member Price: $99
• Introduction to the Fiduciary Entity and Basic Fiduciary Entity Flowchart • Authorities & Disciplines in Fiduciary Accounting & Taxation • Fiduciary Tax Rates and Brackets • Introduction to Subchapter J • 5 Basic Rules & Concept of Fiduciary Taxation and Steps to Calculating the Income Taxation of Trusts & Estates • Use of a Tax Spreadsheet
Monthly Federal Tax Updates - November 2026
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Online
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
PFP Update: Investment Planning in This New Era 26-27
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Online
2.00 Credits
Member Price: $99
• Develop, design and monitor client investment portfolios • Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships • Assessomg market conditions in a very unique and different environment • How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues • How investment vehicles work together to manage risk/return relationships • How to build, monitor, evaluate and re-design an investment portfolio
Cash Management Techniques: Cash Does Not Manage Itself! 26-27
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Online
2.00 Credits
Member Price: $99
• Case studies and participant discussions will highlight these cash management issues: • Manage cash electronically • Encourage customers to pay faster • Preserve cash and reduce costs by partnering with vendors to take advantage of their purchase discounts
Clarifying Risk Assessment - SAS 145 and Beyond 26-27
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Online
4.00 Credits
Member Price: $175
• Assessing the risk of material misstatement • Mandatory risk assessment procedures • Evaluating internal controls • Responding to risk assessment with appropriate audit procedures • Complying with revised and expanded documentation requirements
Ethical Intelligence: Global Case Studies & Standards 26-27
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Online
4.00 Credits
Member Price: $175
• Ethical Responsibilities for CPAs • AICPA Code of Professional Conduct • PCAOB Independence & Ethics • Sarbanes—Oxley Act • Circular 230 • Foreign Corrupt Practices Act • Whistleblower & Reporting Duties (incl. Dodd-Frank) • California State Board Ethics & Enforcement • Data Privacy & Confidentiality (CCPA/CPRA)
Critical "Soft" Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $149
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
Ways to Detect AI Fraud and Deception
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:How AI is used for deception.Specific ways to determine when AI is being employed.Controls measures to aid in efforts to thwart AI fraud.
Yellow Book: Application of GAGAS Principles
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Online
6.00 Credits
Member Price: $239
Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS) General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review