CPE Catalog & Events
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AICPA Town Hall Series (11/12/2026)
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Online
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
Pass-Through and Corporate Annual Tax Update
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Online
3.50 Credits
Member Price: $125
Strategies for tax savings Business entity changes IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits
Preparation, Compilation, and Review Engagements: Update and Review
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Online
4.00 Credits
Member Price: $139
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects
Lessee and Lessor Accounting
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Online
2.00 Credits
Member Price: $89
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Estate & Trust Primer - Tax Staff Essentials
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Online
4.00 Credits
Member Price: $139
Types of trusts Trustee powers Recognition and realization of income Elements of an estate Basic concepts of estate planning
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $89
Engagement objectives Performance requirements and standards Documentation Differences between compilation and preparation engagements Engagement criteria Changes in level of service
Individual Income and Tax Compliance Annual Update
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Online
3.50 Credits
Member Price: $125
IRS guidance, including notices, revenue rulings and revenue procedures IRS and Treasury proposed, temporary and final regulations U.S. Tax Court cases Legislative updates
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
AICPA Town Hall Series (Rebroadcast of 11/12/2026)
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Online
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
Ethics and Professional Conduct
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Online
2.00 Credits
Member Price: $89
Discussion of what makes an ethical dilemma. Review of recent ethical violations Practical applications of the independence and conflict of interest rules Current PCAOB concerns
Accounting for digital assets under US GAAP: Specialized accounting, fair value, and stablecoins
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Online
1.50 Credits
Member Price: $69
Guidance on how to account for digital assets Fair value of digital assets under FASB ASC 820 Accounting for stablecoins Specialized industry practice for digital asset accounting
Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $319
Basic tax structure of partnerships and LLCs Check-the-box elections to be taxed as a partnership Partnership distributions Compensatory payments to partners At-risk and passive activity limits Profit and loss allocations: general rules and restrictions
Ethics: Avoiding the Slippery Slope of Ethical Pressures
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Online
4.00 Credits
Member Price: $139
Benefits of ethical behavior Six steps to creating and maintaining an ethical culture Example of unethical behavior in ethical companies
Documenting Your EBP Audit: What You Need to Know
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Online
8.00 Credits
Member Price: $319
Professional standards Audit planning Risk assessment and control testing Documentation best practices for investments and plan expenses Key audit areas in the financial statements, such as contributions and contributions receivable, benefit payments, and participant notes receivable Participant data and participant accounts Initial audits, plan mergers, and other issues
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
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Online
2.00 Credits
Member Price: $89
Reviewing S Corporation Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $139
Common errors made involving the following tax forms: Form 1120-S Schedule K-1 Schedules K-2 and K-3 Schedule L Schedules M-1 and M-2 Form 4562 Form 4797
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
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Online
2.00 Credits
Member Price: $89
GETPIVOTDATA Text Files and Power Query Data Preparation PivotCharts
Applying AI in A&A: Creating Effective Prompts
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Online
1.00 Credits
Member Price: $49
Leveraging artificial intelligence in A&A Writing effective prompts. How an effective prompt improves results. Examples of effectively written prompts.
Reviewing Partnership Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $139
Common errors made involving the following: Form 1065 Schedules K and K-1 Schedules M-1 and M-2 Calculating recourse and nonrecourse liabilities Partner inside and outside basis Partner's capital account analysis Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b)
Quality Management: My System is Set Up -- Now What?
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Online
2.00 Credits
Member Price: $89
Additional ongoing requirements of SQMS NO. 1 Monitoring and remediation requirements Identifying, evaluating, and responding to findings and deficiencies The required annual evaluation of the system of quality management Evaluating the performance of those with responsibilities Considerations for firms in a network Sole practitioner and small firm guidance