CPE Catalog & Events
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Navigating Digital Asset Compliance and Enforcement
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRS digital asset compliance and enforcement strategy Cryptocurrency transactions and tax compliance Digital wallets, exchanges, and blockchain activity IRS identification and analysis of digital asset data Use of digital asset information in IRS examinations Use of digital asset information in collections Use of digital asset information in criminal investigations Exchange reporting IRS summons activity involving digital assets Blockchain analytics Third-party digital asset data sources Common digital asset compliance failures identified in audits Limitations of current digital asset reporting regimes Digital asset reporting and visibility gaps Taxpayer and practitioner risk assessment Red flags associated with digital asset activity Digital asset compliance risk Responding to IRS inquiries involving digital assets Evolving digital asset reporting obligations Practical IRS enforcement considerations for digital assets
Forensic Accounting and Evidence Preservation in QuickBooks
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Evidence Preservation & Cryptographic Security: Prioritizing immediate data protection by exporting defensible QuickBooks Online (QBO) snapshots and utilizing Windows PowerShell or Command Prompt to generate file hashes to prove data integrity.Standards Compliance & Access Management: Navigating the legal and professional boundaries of AICPA SSFS No. 1 and ACFE standards, which prohibit CPAs and CFEs from making final legal conclusions of fraud, while managing administrative access levels and uncooperative gatekeepers.Ledger Auditing & Transaction Reconstruction: Using the QBO Audit Log to uncover deleted or voided entries, performing reconciliation health checks, auditing bank feed gaps, and examining Undeposited Funds and journal entries to trace hidden or manipulated cash.Analytical Procedures & Metadata Analysis: Applying comparative horizontal and vertical financial statement analysis, drilling down into General Ledger transaction details, and evaluating created-date metadata to flag anomalies like weekend or after-hours entries.Targeted Fraud Detection & Testing: Cross-matching vendor and payroll records to expose shell vendors or ghost employees, analyzing accounts receivable write-offs for lapping schemes, and applying safe, isolated scenario-testing techniques within QBO
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
SOC 2 Reports - Structure, Usage, and Review
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Comprehensive overview of SOC 2 reports, focusing on their structure, purpose, and how to interpret and apply them in a compliance or risk management context. The five Trust Services Criteria (Security, Availability, Processing Integrity, Confidentiality, and Privacy).The difference between Type I and Type II reports.The key components of a SOC 2 report including the system description, management assertion, and testing results.
CPAs as AI Systems Evaluators
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The emerging CPA role in AI system evaluationNIST, ISO, SOC 2, COSO, and AI assurance frameworksAI regulatory and compliance developmentsHallucination, bias, model drift, sycophancy, and security risksAI benchmarks, golden datasets, red-teaming, and performance testingAI governance, controls, documentation, and evidenceAI evaluation engagements, independence, ethics, and professional liability
Ethical AI Practices for CPAs: Ensuring Responsible Use
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures
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
Yellow Book: Staying Compliant With Government Auditing Standards
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Online
8.00 Credits
Member Price: $319
Foundation and principles of generally accepted government auditing standards (GAGAS) Yellow Book compliance requirements Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits, attestation engagements, and reviews of financial statements Fieldwork and reporting standards for performance audits
Everyday Ethics at Work: Don't be the Next News Story!
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss ethics from an every-day real-world perspectiveHow to prevent an ethical lapse that can turn your business into the next news story
Common PCAOB Themes in ITGC Inspections
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Recurring PCAOB inspection themes related to Information Technology General Controls.ITGC audit approaches.Inspection patterns tied to evidence quality, professional skepticism, control clarity, scoping decisions, SOC reliance, and reviewer judgment. How inspectors evaluate ITGC workpapers.How recurring signals of weak documentation or unsupported assumptions increase inspection risk.
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.
Critical Thinking and Skepticism in AI-Augmented CPA Work
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Professional skepticism and existing CPA standardsSix traits of the skeptical professional mindAutomation bias and other AI-related cognitive biasesEvidence and verification rules for AI outputsPractical questioning and challenge techniquesVendor claims, benchmarks, and AI due diligenceReview, documentation, accountability, and skeptical firm culture
The Bottom Line on the New Lease Accounting Requirements
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Online
4.00 Credits
Member Price: $139
Lease classification Amortization of the leased asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions
IRC 1031 in the Real World: Practical Issues and Compliance
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 1031 like-kind exchange rules under current law Changes to § 1031 following the Tax Cuts and Jobs Act Qualification requirements for like-kind exchanges Definition of real property under Treasury Regulations Like-kind versus non-like-kind property Relinquished property Replacement property Realized gain Recognized gain Basis calculations Interaction of § 1031 exchanges with cost segregation studies Depreciation treatment under IRC §§ 1245 and 1250 Allocation of basis to replacement property Depreciation of carryover basis Depreciation of excess basis Multiple-property exchange rules Tax return preparation and review considerations Compliance considerations for § 1031 exchanges
Winning Tax Strategies for Real Estate Professionals
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Identify tax deductions available to real estate professionalsIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040Real estate professionals and the Form 8582 (Passive Activities)How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesHow to make the "grouping" election for passive activities and the flow-through deduction
Agentic AI in Audit and Assurance
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Agentic AI and levels of autonomy in auditAgentic AI applications across audit workflowsAgent failures, prompt injection, and emerging threatsUS, Canadian, UK, and international regulatory developmentsAudit and assurance standards for agentic systemsControls, logging, permissions, evidence, and human oversightIndependence, ethics, liability, talent, and firm strategy
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
Architecture of Persuasion: Ethos, Logos, and Pathos
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Ethos, Logos, Pathos frameworkCredibility and authority in professional communicationLogical argument structure and clarityEmotional dynamics and engagementEmotional contrast and volatility in persuasive messagingBalancing persuasive appealsApplication analysis of professional communication examples
AICPA's Annual Federal Tax Update
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Online
7.00 Credits
Member Price: $279
Inflation adjustments 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 Legislative and regulatory updates affecting tax practitioners Tax matters affecting individuals, C corporations, partnerships, S corporations, estates, and trusts
Written Information Security Plans
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Introduction to the Gramm-Leach-Bliley Act and its impact on data security.Circular 230 compliance and due diligence for practitioners.AICPA Statements of Standards relevant to WISP requirements.Key components of a Written Information Security Plan.Training requirements for employees, staff, and contractors.Practical guidance for drafting and implementing a WISP.FTC enforcement of data security standards for PTIN holders.Best practices for maintaining and updating WISP compliance.