CPE Catalog & Events
ACPEN: Viewing A&A Through the Eyes of a Tax Practitioner
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Webinar
2.00 Credits
Member Price: $89
The role of financial reporting for a myriad of users Fundamentals concepts Special Purpose Frameworks Financial statement analysis Cross-functional collaboration
Agentic AI for CPAs: Automate Workflows with Intelligence 26-27
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Webinar
2.00 Credits
Member Price: $99
Introduction to agentic AI concepts and terminology Case studies for using AI agents in accounting, finance and tax services Step by step demonstration of creating and deploying an AI agent Introduction to Microsoft Copilot Studio agent builder Developing your AI agent deployment strategy
ChatGPT and IRS Taxation Law Research
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting
Surgent's Marijuana: A Generalized Business Viewpoint
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Webinar
2.00 Credits
Member Price: $99
An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections
ACPEN: Audit Skills for Beginners
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Webinar
4.00 Credits
Member Price: $149
Professional skepticism – Creating a mindset for finding fraud and error Audit documentation basics – Creating workpapers that pass review The audit risk model – Understanding the foundational principles Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting
ACPEN: Partnership & S Corporations: How to Calculate Basis
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Webinar
4.00 Credits
Member Price: $149
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts; Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting Comprehensive examples to illustrate the mechanics of the basis determination process
ACPEN: Effective Governance for Nonprofit Success
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Webinar
1.00 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
What If Your Client Didn't Take Reasonable Compensation
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
ACPEN: Working Through Grief and Loss - How to Build a Supportive Workplace
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Webinar
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
ACPEN: Real Estate Professionals: Passive Activity, Sec. 199A and Investment Income Tax
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Webinar
2.00 Credits
Member Price: $89
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How ""real estate business"" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the ""grouping"" election for passive activities and the flow-through deduction
ACPEN: K2's AI Accounting And Fraud Detection
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Webinar
2.00 Credits
Member Price: $89
AI-based accounting software and general ledger innovations ROI measurement and tech investment strategy Low-code/no-code and vibe coding for process automation
ACPEN: K2's Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes
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Webinar
2.00 Credits
Member Price: $89
Financial fraud and embezzlement case studies Cybercrime, data breaches, and AI-enabled fraud Practical ethics, controls, and compliance lessons for prevention
How to Audit Cash
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform
Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
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Webinar
2.00 Credits
Member Price: $99
Automation capabilities of Excel The “Get & Transform” Tool Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports
ACPEN: Taxation of Judgements and Settlements
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Webinar
2.40 Credits
Member Price: $99
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
ACPEN: Mastering Rapport Skills for Fun and Profit
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Webinar
4.00 Credits
Member Price: $149
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Webinar
4.00 Credits
Member Price: $149
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.
ACPEN: Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
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Webinar
1.00 Credits
Member Price: $39
Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness
ACPEN: Big Picture Mega-Trends, Big Data, and World We Now Face
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Webinar
2.00 Credits
Member Price: $89
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
ACPEN: Risk Wrangling: Surviving the Modern Business Rodeo
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Webinar
2.00 Credits
Member Price: $89
Risk is the common thread in an evolving landscape Risk assessment Responding to assessed risks Auditing standards Other insights from AICPA guidance Fraud considerations The role of analytics Financial reporting considerations Risk mitigation