CPE Catalog & Events
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Webinar
1.00 Credits
Member Price: $79
Accounting Finance Cash Investments
Better Business Writing: Improve Your Speed and Quality
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Webinar
2.00 Credits
Member Price: $79
Writing Communications
Corporate Fraud Risk & Investigations 26-27
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Webinar
4.00 Credits
Member Price: $175
Types of Corporate Fraud Introduction to fraud risk Fraud risk prevention programs Fraud investigations
Preparing Financial Statements for Clients 26-27
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Webinar
4.00 Credits
Member Price: $175
Preparation engagement definition and risk assessment Materiality Misstatements & Fraud Client acceptance and continuation Engagement letters Prospective financial statements
Build Your Team: Get Results 26-27
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Webinar
8.00 Credits
Member Price: $329
Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork
K2's Excel Best Practices
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Webinar
8.00 Credits
Member Price: $225
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
Interviewing, Onboarding and Training 101
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Webinar
1.00 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Webinar
2.00 Credits
Member Price: $79
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan
The ABCs of Advisory Services
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Webinar
2.00 Credits
Member Price: $79
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
1065 - Understanding Partnerships Tax Returns
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Webinar
2.00 Credits
Member Price: $79
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
Advanced Negotiations: Never Split the Difference
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Webinar
2.00 Credits
Member Price: $79
Negotiations Business Management
The CPA’s 2026 Guide to Cryptocurrency and Blockchain 26-27
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Webinar
2.00 Credits
Member Price: $99
Blockchain technology primer Cryptocurrency technology primer Update on the cryptocurrency marketplace Cryptocurrency exchanges - the good, the bad and the ugly Overview of cryptocurrency taxation and legislation Smart contracts - what they are and how they work
Everything You Need to Know About the Pass-Through Entity Rules: IRC 199A The Code and Regulations
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Webinar
4.00 Credits
Member Price: $129
Understanding the term “QBI” (qualified business income) Understanding the terms “SSTB” (specified service trade or business) Understanding the term “QTB” (qualified traded or business) Calculate the 199A deduction Understanding the phaseouts Understanding “aggregation” Rental property as a trade or business Identify how your clients can maximize the deduction Planning ideas Understand the Section 199A Regulations
The Successful Family Business
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Webinar
4.00 Credits
Member Price: $129
Business Management Organization
Stand Out - How to Create a Unique Employer Brand
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Webinar
1.00 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Revenue Recognition Topic 606 - Identify the Contract Part 1
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Webinar
1.20 Credits
Member Price: $39
Revenue Recognition
The Controllers Role in Data Analytics and Big Data
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance Financial Statements
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27
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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
Understanding Apportionment for a Multistate Business 26-27
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Webinar
2.00 Credits
Member Price: $99
Apportionment Formulas Sourcing Rules for service income and income from intangibles Throwback and throw-out and when they apply Apportionment applied to flow-through entities and sole proprietorships Learn about Alternative Apportionment