CPE Catalog & Events
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Tax Season and OBBBA Update for Individual with Steve Dilley
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Update and integration of recent tax legislation impacting 2026 individual returnsUpdate on significant individual tax developments related to cases and rulingsIndividual tax changes including the earned income credit, child credit, and child and dependent care creditSection 199A changes, including use of carryforward passive activity and 199A losses and latest tax formsCrypto reporting update2027 tax rate schedule and other inflation adjusted itemsPassive activity and hobby loss rules changes.
10 Best Practices in QBO
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Customizing your settingsRefining your Chart of AccountsCreating your products and servicesManaging your vendors listMeals vs. owner drawsUsing undeposited fundsProper use of the banking feedMaintaining supporting documentationReconciling properlyGetting help when you need it
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
Leveraging ChatGPT for Innovative Business Advisory Services
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services
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
Excel for Accounting Professionals Session 1: Tables and Named References
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Online
2.00 Credits
Member Price: $89
Excel conventions Critical shortcuts Named references Tables
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Inside Cost Seg: What the IRS Engineer Actually Looks For
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Cost segregation study fundamentals Depreciation methods used in cost segregation Technical and compliance considerations for cost segregation studies IRS Cost Segregation Audit Techniques Guide (ATG) Section 1245 property Section 1250 property Classification of Section 1245 versus Section 1250 property Cost allocation methodologies Engineering documentation requirements Supportable cost estimates Key elements of a well-prepared cost segregation report Documentation supporting cost segregation conclusions Common cost segregation study deficiencies Red flags that may trigger IRS scrutiny Audit-defensible cost segregation reports Remedies for strengthening study credibility Audit resilience of cost segregation studies
Claude Fundamentals for Accountants (2026 Update)
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding Claude and Large Language ModelsPrompt Engineering Fundamentals for AccountantsWorking with Documents, Contracts, and SpreadsheetsProjects, Artifacts, and Reusable AI WorkspacesClaude Connectors and Business System IntegrationMicrosoft 365 Add-ins and Workflow AutomationProfessional Skepticism, Ethics, Privacy, and Verification
Accountants and Malpractice: Can We Get Sued for This?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
AI Liability and Malpractice Exposure
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Professional accountability for AI-generated workAI errors, hallucinations, and malpractice exposureEmerging cases, sanctions, and disciplinary actionsAI regulatory expectations in the US, Canada, and UKProfessional liability insurance and AI coverage gapsConfidentiality, privilege, privacy, and data exposureVerification, documentation, governance, and defensibility
Mastering SSARS: From Compilation to Preparation Engagements
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The SSARS landscapeReview engagementsCompilation engagementsPreparation engagementsSelecting from the menu of SSARS engagementsAICPA quality management standardsIndependence and other ethical considerationsConsiderations when changing the level of servicePitfalls to avoidBest practices to adopt
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.
Employee Benefit Plan Best Practices
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current standards and developments affecting employee benefit plan audits Compliance considerations in employee benefit plan engagements Common compliance issues identified in 401(k) plan audits Correction of 401(k) plan compliance issues Participant data Payroll and compensation Contributions and remittances Participant loans Hardship distributions Plan investments Participant distributions Investment income allocations Plan mergers and acquisitions Audit best practices for employee benefit plans
Identify Leadership Gaps Before Busy Season
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Online
0.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Why leadership capacity gets cappedExternal pressures on public accounting firms: private equity, technology disruption, talent shortageThe three kinds of work: hard (physical), smart (intellectual), uncomfortable (emotional)The cost of saying yes: avoided conversations, rework, and time lost to lower-value workThe inventory: five categories of low-value commitmentsMeetings and events (e.g., meetings without agendas, "got a minute" interruptions, fear of not being in the know)Unrealistic expectations (e.g., scope creep, upward delegation, duties outside the role)Strategies and opportunities (e.g., shiny-object initiatives, unqualified leads, FOMO partnerships)Tasks and projects (e.g., low-priority admin, unnecessary reporting, work that should be delegated, deferred, discontinued, or done differently)Suboptimal performance (e.g., avoided accountability conversations, discount requests, non-revenue activities, technology avoidance)Quantifying the gapEstimating weekly hours lost, applying a conservative haircut, annualizingWhat the reclaimed hours are worth when redirected to highest-value workCommitting to one changeSelecting one inventory item to decline for the next monthNaming the higher-value activity the time will fundWhere this step sits in the broader six-step process for doing uncomfortable work
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
CFO Series: Overdelivering Leads to Success
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Online
0.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Why do operational discipline, precision, and intention matter?Eyes up leadership, paying attentionThe rule of 95/5Trusted partner or commodity - your choiceEvery thriving organization is a team sportCulture of collaboration and participationHiring the right people, choose character over resumeManaging time with disciplineZero tolerance for “approximate work,” focus on quality
BUNDLE: CFO Series - April 2027
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Online
4.00 Credits
Member Price: $249
All times listed are Eastern Time ZoneWeek 1: Overdelivering Leads to Success: Lesson From Great LeadersCPE: 2Field of Study: Business Management and OrganizationDiscussion Leader: Anita Layton, MBA, CPA, CMADate: Friday, April 2, 11:00 am Week 2: The AI Advantage: How Gives Fraudsters and Enormous Edge?CPE: 2Field of Study: AuditingDiscussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Friday, April 9, 11:00 am Week 3: Foreign Exchange: FX Accounting, Managing Exposure and Risk?CPE: 2Field of Study: Accounting (1) and Auditing (1)Discussion Leader: Don Minges, MBADate: Friday, April 16, 11:00 am Week 4: Imposter Syndrome: Why High Performers Feel Like a Fraud?CPE: 2Field of Study: Business Management and OrganizationDiscussion Leader: Jane Mims, PhD, LPC-MHSP, EMDR-T, PCCDate: Friday, April 23, 11:00 am
Reconciling in QBO
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:What accounts should get reconciled?Why the banking feed still needs reconciliationThe Reconcile interfaceStep-by-step reconcilingTricks to locate errors quicklyHow to solve common QBO workflow errors that create extra transactions...and a slew of time-saving techniques
Eat, Drink & Maybe Deduct: Mastering IRC 274
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 274 meals and entertainment rules Tax Cuts and Jobs Act changes affecting meals and entertainment Deductible versus nondeductible expenditures Definition of “entertainment” Definition of “business associate” Reimbursement arrangements Exceptions under IRC § 274(e) Compensation-related exceptions Recreational activity exceptions Public availability exceptions Goods or services sold to customers Separately stated food and beverage costs Employer-provided meals Per diem reimbursements Compliance and documentation requirements