CPE Catalog & Events
This will generate a PDF of the current filtered catalog
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
Managerial Accounting: Your Prescription for Better Decision
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
2026/27 Not-for-Profit GAAP Update
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
Creating A Culture of Trust
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Online
1.00 Credits
Member Price: $39
Culture Trust
New Tips and Overtime Tax Rules: Compliance and Best Practices
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Online
1.00 Credits
Member Price: $39
Updated OBBA guidance on tip reporting and allocation Qualifying tip requirements Self-employment and qualified tips Employer and employee tax responsibilities for tipped wages Overtime pay deduction Tip and overtime information returns
Common Peer Review Deficiencies and How to Avoid Them
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Online
2.00 Credits
Member Price: $89
Defiicencies Peer reviews Auditing
Form 7203 - How to Calculate Shareholder Basis
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Online
2.00 Credits
Member Price: $89
Introduction to Form 7203 and its purposes Mechanics of completing Form 7203 accurately Strategies for reconstructing shareholder basis Loss limitations under I.R.C. §461 At-risk rules and limitations for S Corporation shareholders Documentation requirements for shareholder basis Common errors in calculating and reporting basis Best practices for maintaining and reporting shareholder basis
Taxation of Non-fungible Tokens (NFTs)
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Online
2.00 Credits
Member Price: $89
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
Forgotten Managerial Accounting Tools
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Online
2.00 Credits
Member Price: $89
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
Invest in Your Mental Health and Avoid Burnout
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.
Finding the Right Fit: An Exploration Financial Reporting Options for SMEs
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Online
4.00 Credits
Member Price: $149
Unique needs of SMEs The menu of available frameworks Exploration of specific SPFs U.S. GAAP provisions for SMEs Considerations when selecting a framework Audit, review, and compilation implications Pitfalls to avoid Best practices to adopt
Tax Season and OBBBA Update for Business 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 on significant 2025-26 business tax developments and related cases and rulingsReview of recent business tax provisions and their integration into tax formsDepreciation changes in Section 179 and Sec. 168(k) bonus depreciationTax issues impacting “gig” workers, including Form 1099-KRulings on OBBBA of 2025 business provisions.
Multistate Taxation - Issues and Planning Opportunities
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Online
8.00 Credits
Member Price: $250
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
AICPA Town Hall Series (Rebroadcast of 10/29/2026)
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Online
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
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
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
Member Price: $89
AU-C 230 Auditing Yellowbook
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
How AI Fits into the Accounting World
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon.
How AI Fits into the Accounting World 26-27
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Online
2.00 Credits
Member Price: $99
• An overview of AI constructs. • How artificial intelligence is being used by accountants today. • Accounting-centric AI developments on the horizon.