CPE Catalog & Events
Fundamentals of Form 1040 -- Business
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Self-employment and business income taxation (Schedule C, self-employment tax, business deductions) Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203) Application of Form 7217 for capital construction funds Best practices for self-employed clients and small business owners Key deductions and credits for business owners Avoiding common IRS audit triggers related to business income reporting Legislative updates impacting business income taxation in the current year
Fundamentals of Form 1040 -- Individual
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Form 1040 essentials: filing requirements, due dates, and key schedules Filing status, dependency rules, and taxable income sources (wages, investment income) Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits) Preparer due diligence, Circular 230 compliance and taxpayer rights IRS cybersecurity considerations and best practices for taxpayer data security Legislative updates
Navigating IRS Correspondence: Responding to IRS Letters
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real-world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.
Overcoming Tech Adoption Challenges in CPA Firms
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms
Retaining Top Talent: Strategies for CPA Firms
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals
Tax Update: H.R. 1 "One Big Beautiful Bill" & Form 1040
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Individual Taxation: Child tax credit expansion, tip/overtime exclusions, SALT cap extension Income & Adjustments: Tip income exclusion, overtime relief, educator expenses Business Taxation: Bonus depreciation, §199A expansion, interest deduction limits Estate & Gift Tax: Increased exemption thresholds, charitable deduction changes Education Incentives: Student loan discharge, 529 plan expansion, new "Trump Accounts" Compliance & Reporting: 1099-K threshold changes
The One Big Beautiful Bill: 2025 tax legislation
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions
The Role of Internal Control in the Risk-Based Audit
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Unlock the Power of AI with Copilot in Excel
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Introduction to Copilot in Excel Automating Tasks and Enhancing Productivity Advanced Data Insights with Copilot
What's Behind the Data?
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Ways in which data and information can be misleading Common pitfalls when encountering data How to re-evaluate the data to avoid those pitfalls
Workforce Transformation and Talent Management in 2025
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure
Ethics Exam Digital - Professional Ethics: The AICPA's Comprehensive Course for Licensure
Available Until
TBD
0.00 Credits
Member Price: $225
Key Topics- AICPA Code of Professional Conduct and its Conceptual Framework- Ethics and independence rules from the AICPA and other regulators, including the U.S. government- Activities that discredit the profession- Ethics interpretations issued by PEEC- NOCLAR- AICPA Statements on Standards for Tax Services (SSTSs)- U.S. Treasury Department’s Circular No. 230- Internal Revenue Service (IRS) penalty provisions
CFO & Controller Critical Skills: Budgeting & Forecasting
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of budgeting tools Overview of difference between budgeting and forecasting Examples of various budgeting and forecasting techniques
AI & Accounting in Construction
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of AI adoption in construction Predictive analytics and risk management AI-integrated Building Information Modeling (BIM) Real-time compliance and financial reporting Taxation challenges in AI-driven construction AI in project scheduling, supply chains, and quality control Regulatory frameworks and ethical AI use in audits
AI & Accounting in Manufacturing
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Intelligent automation and dark factories Predictive maintenance and real-time cost tracking AI-enabled financial reporting and dashboards Continuous auditing and anomaly detection Tax compliance automation and transfer pricing AI Data governance and cybersecurity in financial systems Workforce reskilling and AI-augmented financial roles
AI & Accounting in Retail
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: AI-powered personalization and its impact on revenue recognition Dynamic pricing models and tax compliance risks AI in demand forecasting, inventory valuation, and COGS calculations Integration challenges with ERP and POS systems Governance, ethics, and auditability of AI decisions Data quality, audit trails, and regulatory documentation AI-assisted fraud detection, financial controls, and oversight
Adobe Acrobat Tips for Working with PDF Files
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Review of all that Adobe Acrobat has to offer Organizing your PDFs with bookmarks, links, file attachments and more Formatting the presentation of PDFs with headers, footers and watermarks Creating and processing fillable forms Processing documents for e-signature Tips for converting email messages, documents and spreadsheets into PDF format Combining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
Advanced Excel for Staff - Build Reports and Analyze Data
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Building Reports Workflow: Understand the steps for creating professional and functional reports. Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis. Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports. Review and Validate: Verify data accuracy and troubleshoot potential errors. Share the Report: Learn methods for distributing reports effectively within your organization.
Al Capone to Cybercrime: The Journey of IRS Special Agents
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance. Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases. Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes. Importance of IRS CI: Discussion on the impact of CI's work on tax compliance, public confidence, and the broader financial system. Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development. Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Complete Guide to Analyze Data with Excel PivotTables
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables. Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making. Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.