CPE Catalog & Events
Schedule K-1: What is it & What do I do with it?
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trusts Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Schedules K-2 and K-3 requirements
Taxation of the Cannabis Industry
Available Until
Webinar
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Industrial hemp vs. marijuana. Income definitions under I.R.C. §61. Tax code restrictions: §280E and §471. State-specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.
The Modern Tax Workflow
Available Until
Webinar
1.00 Credits
Member Price: $39
1. Why the Tax Workflow Is Broken - Most tax workflows weren't intentionally designed. Rather, they evolved over time through habits, workarounds and busy-season survival. This lesson covers the hidden inefficiencies that slow down tax work, create inconsistency and contribute to burnout. You'll also begin mapping your current process to uncover where time and effort are being lost. 2. The Document Chaos Problem - Before tax work can begin, most firms spend significant time sorting, organizing and managing client documents. There is a hidden cost to this document chaos. You'll calculate its impact on your firm and explore how automation can eliminate one of the biggest sources of workflow friction. 3. Automation vs. AI vs. Humans - AI and automation are changing how tax work gets done, but they aren't replacing accountants. Let's explore the roles that automation, AI and human expertise each play in a modern tax workflow. You'll also learn how identifying issues earlier in the process can improve accuracy, reduce rework and allow professionals to focus on higher-value work. 4. Designing a Modern Tax Workflow - Many firms look for a single tool to solve their workflow challenges, but modern tax processes are built through a series of intentional steps supported by the right technology. By evaluating your current workflow, you can identify opportunities for automation and begin designing a more efficient process from client intake through review and advisory services. 5. What Happens When You Fix the Workflow - Improving your workflow creates capacity, reduces stress and allows your firm to scale more effectively. By calculating the impact on your firm and considering how freed-up time can be reinvested into higher-value work, you can experience the operational and personal benefits of workflow improvement. 6. Your Next Step - Understanding the problem is only the beginning. In this final lesson, you'll turn insight into action by identifying one practical workflow improvement to test in your firm. Rather than attempting a complete transformation, think about taking a small, deliberate step that creates proof, builds momentum and lays the foundation for future improvements.
Volume to Value: A New Era of Precision Hiring in Accounting
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: The shift from volume to precision hiring Why firms are moving to targeted, competency-based hiring Talent market impacts and competitive hiring realities AI in recruiting: practical use cases and implications Where AI tools commonly support hiring workflows Benefits and limitations of AI-enabled screening and assessment The skills mismatch in accounting hiring Why critical thinking and professional communication gaps persist Why traditional hiring methods miss these competencies The new competency hierarchy for high performers Defining and prioritizing the competencies that drive results AI ethics awareness and professional judgment in an AI-enabled workplace Assessment methods for precision hiring Structured behavioral interviewing and scoring rubrics Work simulations, case presentations, and client scenarios Using AI-enabled assessments responsibly and consistently Metrics and ROI: evaluating success Quality-of-hire measures (performance, ramp time, manager satisfaction) Retention and turnover measures Efficiency measures (time-to-fill, cost-to-fill) and how to balance them Implementation roadmap A phased approach to adopting precision hiring (foundation ? expansion ? optimization)- Building governance, documentation, and consistency for scalability
Written Information Security Plans
Available Until
Webinar
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Introduction to the Gramm-Leach-Bliley Act and its impact on data security. Circular 230 compliance and due diligence for practitioners. AICPA Statements of Standards relevant to WISP requirements. Key components of a Written Information Security Plan. Training requirements for employees, staff, and contractors. Practical guidance for drafting and implementing a WISP. FTC enforcement of data security standards for PTIN holders. Best practices for maintaining and updating WISP compliance.