CPE Catalog & Events
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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
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Claude Cowork in Practice: Advanced Workflow for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Claude Cowork advanced workflow architectureFinance Plugin and domain-specific intelligenceModel selection and token optimization strategiesVariance analysis and cross-file reasoningInvoice extraction and automation workflowsThe Sparring Partner Protocol (SPP)AI governance, risk, and performance measurement
NOCLAR: Ethics, Audit & Yellow Book Considerations
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Participants will review the scope of the interpretationsThe responsibilities of members in public practice and members in businessConsiderations involving confidentiality, communication, documentation, withdrawal, and further action in the public interest. Related requirements under SAS No. 147 and the 2024 Yellow Book, including how auditors must handle communications related to NOCLAR.
2026/27 Annual Update for Governments and Not-for-Profits
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board.The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities.Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget (OMB).
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
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
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Online
2.00 Credits
Member Price: $89
Cell styles Workbook design principles Nested functions Selecting cells and objects Organizing worksheets
Planes, Yachts & Automobiles: Listed Property Under IRC 280F
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Listed property depreciationIRC 280F RulesQualified Business UseRules specific to vehicle types
Quality Management: Performing a Root Cause Analysis
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Online
2.00 Credits
Member Price: $89
Broad discussion of root cause analysis, including what a root cause analysis is, how it works, and why it is understood to be an effective tool The requirements of SQMS No. 1 (QM section 10) regarding root cause analysis Applying the discussed steps of a proper root cause analysis in a real-world scenario Documentation considerations for root cause analysis
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.
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
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
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
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
CFO Series: Precise but Wrong: Everyday Analytical Errors
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Certain flaws in GAAP accountingConfusing precision with accuracyAssumptions that lead to errorsWhy static analysis will failHow statistics misleadWhy the ‘Bell curve’ leads to errorsHow and why speed ruins our findingsInherent problems within AIThe need for proper and adequate review
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
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Online
2.00 Credits
Member Price: $89
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
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
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
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