CPE Catalog & Events
Mastering Partnership Basis: Inside and Outside Basis
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Explain the use of both "inside" and "outside" basis determination. How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property. Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest. Comprehensive example to illustrate the mechanics of the basis determination process.
Mastering the Art of Conflict: CPA Transformative Strategies
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Common conflicts CPAs face The impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilities Identifying conflict triggers Best practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions. Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.
Mastering the Excel Lookup Functions
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: A review of the various lookup functions, beyond VLOOKUP Learn which lookup works best for your situation How to apply the many lookup functions Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively An in-depth review of the following functions: VLOOKUP / HLOOKUP XLOOKUP MATCH / INDEX XMATCH INDIRECT FILTER SORT / SORTBY UNIQUE An overview of some newer functions
Navigating IRS Authorizations: Form 2848 & Form 8821
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of IRS Power of Attorney (POA) rules. Form 2848: Authority to Represent Clients before the IRS. Form 8821: Accessing Tax Information Without Representation. Identifying errors and compliance risks in POA filings. Rules for revoking or updating POA authorizations. Managing authorizations through the CAF system. Electronic submissions and the IRS online authorization process. Ethical responsibilities when holding a POA.
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.
Operations Level Internal Control
Available Until
Webinar
4.00 Credits
Member Price: $159
An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
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
S Corporations: Comprehensive walk through of Form 1120S Part 1
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
S Corporations: Comprehensive walk through of Form 1120S Part 2
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this course include: Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Introduction to Ethics and Ethical Dilemmas Ethical Codes and Professional Standards Fraud and the Fraud Triangle Ethical Decision-Making Models Financial Statement Manipulation Tactics Cash Flow and Key Metrics Misrepresentations
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
Available Until
Webinar
4.00 Credits
Member Price: $159
The major topics that will be covered in this class include: Purpose of Financial Statement Analysis Comparing Actuals vs. Expectations & Benchmarking Case Studies 1 & 2 Ratio Analysis Case Study 3 Analysis of Statement of Cash Flows Case Studies 4 & 5 Other Uses of Ratios
Shortcuts that Excel Users Love
Available Until
Webinar
2.00 Credits
Member Price: $79
The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful features
Steps to Stop External Fraud
Available Until
Webinar
2.00 Credits
Member Price: $79
Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
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 10 Must Know Excel Features
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively. Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis. XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease. SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations. SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting. Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations. Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records. Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data. Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive. PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.
The Future of Audit: Technology, Talent & Transformation
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes
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
Think AI-First and Future-Proof Your Firm
Available Until
Webinar
1.00 Credits
Member Price: $39
How AI-first firms will dominate the next 2-5 years Why AI isn't replacing CPAs and making the best ones stronger How to use AI to track leadership patterns, test decisions and scale advisory The exact AI prompts top firms use for strategy, pricing and client insights How to turn messy firm data into structured, actionable intelligence How to develop AI-first instincts in real-time