CPE Catalog & Events
How Fraud Can Affect Smaller Organizations 26-27
-
Webinar
4.00 Credits
Member Price: $175
The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses
August 2026 AI Update: Current Issues, Future Possibilities
-
Webinar
1.50 Credits
Member Price: $55
Recent changes in major AI languages and their uses New developments in chatbot and prompt query tools for CPAs Major AI breakthroughs in the past 6 months Recommended AI tools for CPAs
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts 26-27
-
Webinar
2.00 Credits
Member Price: $99
Review the Basic Concept of Fiduciary Duty Review the Basic Concept of Fiduciary Accounting Use of a Diagram to Distinguish Income and Principal Calculating Fiduciary Accounting Income Requirements of a Simple Trust Problem Example Spreadsheets Reflecting Fiduciary Accounting and Taxation of Simple Trusts as well as how Depreciation is Handled by a Fiduciary Entity Problem Examples Reflecting a Completed Form 1041 using Spreadsheet Calculations for Fiduciary Accounting and Taxation of Simple Trusts
K2's Advanced Topics In Power BI 26-27
-
Webinar
2.00 Credits
Member Price: $99
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
GAAP Update 26-27
-
Webinar
8.00 Credits
Member Price: $329
Equity method investments and joint ventures Changes in U.S. GAAP financial statement presentation and disclosure requirements Accounting and disclosure for crypto assets Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026 FASB Technical Projects and Agenda, including recently exposed Proposed ASUs
Metrics Management: Choose and Use Key Performance Indicators 26-27
-
Webinar
8.00 Credits
Member Price: $329
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
Statement of Cash Flows: Preparation and Analysis Workshop 26-27
-
Webinar
8.00 Credits
Member Price: $329
Major provisions of GAAP Codification Topic No. 230 Statement classification issues Reporting operating cash flows: Direct and indirect methods Preparing the statement: Workpaper techniques Useful cash flow ratios Bankruptcy prediction using the statement of cash flows
Taxation of the Construction Contractor 26-27
-
Webinar
4.00 Credits
Member Price: $175
Walkthrough of accounting methods and relevant elections under IRC 460 Illustrative examples and analysis Review of pertinent cases and revenue rulings Update of other IRS activity, including recent Tax Reform
GAAP Update 26-27
-
Webinar
8.00 Credits
Member Price: $329
Equity method investments and joint ventures Changes in U.S. GAAP financial statement presentation and disclosure requirements Accounting and disclosure for crypto assets Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026 FASB Technical Projects and Agenda, including recently exposed Proposed ASUs
Metrics Management: Choose and Use Key Performance Indicators 26-27
-
Webinar
8.00 Credits
Member Price: $329
Link long term strategy to short term financial plans Use benchmarking to determine what performance should be
Statement of Cash Flows: Preparation and Analysis Workshop 26-27
-
Webinar
8.00 Credits
Member Price: $329
Major provisions of GAAP Codification Topic No. 230 Statement classification issues Reporting operating cash flows: Direct and indirect methods Preparing the statement: Workpaper techniques Useful cash flow ratios Bankruptcy prediction using the statement of cash flows
Staff Tax Training: S Corporations (Form 1120S) 26-27
-
Webinar
16.00 Credits
Member Price: $589
An extensive review of the S corporation tax laws with an emphasis on any new legislative changes Form 1120S (and related schedules) preparation issues S corporation formation issues and liquidations Form 2553 S corporation elections and late IRS election procedures Schedule K and K-1'preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses) S corporation revocation and termination and allocation of income during short S and C corporation years Unreasonably low officer compensation issues Tax treatment of fringe benefits paid to 2% shareholders and family members Schedule D'built-in gains (BIG) tax computation and planning opportunities when converting from a C to S corporation Excess passive investment income tax issues Schedule M-2'detailed step-by-step analysis of the AAA, PTI, E&P and OAA accounts and look at the tax treatment of distributions when the S corporation has prior C corporation earnings and profits (E&P) Overview of calculating a shareholder's stock and debt basis and discuss how S corporation losses and deductions can be limited to basis and the at-risk rules
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27
-
Webinar
2.00 Credits
Member Price: $99
Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips
Auditing Standards: A Comprehensive Review 26-27
-
Webinar
16.00 Credits
Member Price: $589
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 26-27
-
Webinar
2.00 Credits
Member Price: $99
The Differences between a Simple and Complex Trust The Use of the Tier System with Complex Trusts Review of Basic Requirements of the Charitable Contribution Deduction under IRC Sec. 642(c) Preparation of a Tax Spreadsheet for a Complex Trust Preparation of a Tax Spreadsheet for a Complex Trust with a Charitable Contribution Deduction Complex Problem Form 1041 Examples with Spreadsheets and Exhibits
Practical Accounting Update 26-27
-
Webinar
4.00 Credits
Member Price: $175
New rules in the accounting arena SQMS NOCLAR rules Cybersecurity New Audit Standards
SSARS Practice Issues and Standards Update 26-27
-
Webinar
4.00 Credits
Member Price: $175
Review of applicable SSARS standards, including standards updates Review of AICPA professional ethics requirements In-depth discussion of non-attest services Review of independence issues for SSARS services Overview of SSARS #21'performance, documentation and other requirements Detailed analysis of preparation vs. compilation engagements Detailed analysis of review engagements
A&A Update for Closely Held Businesses 26-27
-
Webinar
6.00 Credits
Member Price: $259
Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2026 Recently issued Statements on Auditing Standards and other AICPA activity Recently issued Statements on Standards for Accounting and Review Services
Strategy, Risk and Finance: Why We Do What We Do 26-27
-
Webinar
8.00 Credits
Member Price: $329
Why do most strategic plans fail" Why so many formerly strong organizations have failed Why most organizations have a poor strategic plan and how to correct this The many risks that must be addressed: Financial risk, execution risk, commercial, business, and strategic risks as well as commonly overlooked risks How Behavioral Economics will help address the risk
Auditing Standards: A Comprehensive Review 26-27
-
Webinar
16.00 Credits
Member Price: $589
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards