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CPE Catalog & Events

Conferences/UACPA Classes 82 Chapter/Special Events 16 Ethics 2788 Webinars 24223 OnDemand/Self Study 708 All 27832

Showing 4481-4500 of 24223 Results (Page 225 of 1212)

Using ChatGPT with Excel

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros

ACPEN: A Fox in the Henhouse/Courthouse

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Webinar

1.00 Credits

Member Price: $39

Internal Controls Fraud Prevention Fraud Investigation

ACPEN: Professional Skepticism for the Public Accountant

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Webinar

1.00 Credits

Member Price: $39

Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset

ACPEN: Revenue Recognition Determine the Transaction Price Part 2

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Webinar

1.00 Credits

Member Price: $39

Revenue Recognition Accounting

ACPEN: Federal Disasters - How to Deduct Personal Casualty Losses

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Webinar

1.00 Credits

Member Price: $39

Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Filled-in forms examples Time limits for amended returns 

ACPEN: Managing Generational and Cultural Variances

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Webinar

1.60 Credits

Member Price: $79

Management Leadership Cultural Variances Generational Variances

ACPEN: Self-Rental Real Estate: Integrating the Passive Activity Rules with the Flow-Through Entity Deduction Rules

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Webinar

2.00 Credits

Member Price: $89

Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity) Self-rental property and the flow-through entity grouping election Self-rental property and ""former passive activities"" rules Real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards

ACPEN: 2026/27 Governmental Auditing Update: Yellow Book & Uniform Guidance

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Webinar

2.00 Credits

Member Price: $89

2024 Yellow Book revisions and implementation updates Quality management and key audit role changes GAO implementation delay and audit planning implications Green Book updates and internal control considerations 2024 Uniform Guidance overhaul Single Audit requirement updates AICPA GAS/Single Audit Guide (Appendix B) changes        

ACPEN: Accounting for Credit Losses – Getting to Know CECL

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Webinar

2.00 Credits

Member Price: $89

Overview of ASU 2016 13 Introduction to the CECL model Differences between CECL and prior GAAP Methods for applying CECL Application of CECL to loans Application of CECL to trade receivables Presentation requirements Disclosure requirements Coordination between accounting and finance functions

ACPEN: Internal Audit in The Future

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Webinar

2.00 Credits

Member Price: $99

Internal Audit IIA Standards Emerging Risks Technology

Bytes, Bias, and Balance: Data Ethics for Savvy Accountants

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas

ACPEN: Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service

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Webinar

4.00 Credits

Member Price: $149

Project management in tax practices Client onboarding and initiation Workflow and execution strategies Monitoring and risk management Communication and collaboration

Retaining Top Talent: Strategies for CPA Firms

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Webinar

1.00 Credits

Member Price: $55

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. 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  

Surgent's Individual and Financial-Planning Tax Camp

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Webinar

8.00 Credits

Member Price: $299

Comprehensive coverage of the One Big Beautiful Tax Bill Act Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption considering proposed regulations  The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security - the latest on the looming solvency crisis Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people

ACPEN: Cybersecurity & IT Risk for IT Auditors and Financial Auditors

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Webinar

3.00 Credits

Member Price: $109

Cybersecurity IT Risk Governance IT Security Framework(s)

ACPEN: Cash Management: Strategies for Long-Term Success

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Webinar

2.00 Credits

Member Price: $89

Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash?  Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls

ACPEN: K2's Automation For Increasing Personal Efficiency And Effectiveness

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Webinar

1.00 Credits

Member Price: $39

What are integration and automation?      Exploring Integration Platform as a Service (iPaaS) tools and services      Intelligent Voice Assistants (IVAs) and home automation systems      Personal automation workflows and time-saving strategies      Smart home integration and optimization

Mining Your Firm Client Database for Revenue

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth. 

ACPEN: A Guide to Sampling - Part 2

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Webinar

2.00 Credits

Member Price: $89

Auditing Yellowbook

ACPEN: Better Business Writing: Improve Your Speed and Quality

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Webinar

2.00 Credits

Member Price: $89

Writing Communications