CPE Catalog & Events
ACPEN: Retirement Planning Issues: Where We Stand Now
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TBD
4.0 Credits
Member Price: $149
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
ACPEN: Prevention & Detection of Fraud in Small Businesses
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TBD
5.0 Credits
Member Price: $149
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention
ACPEN: Estate Planning for Today and Beyond
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TBD
8.0 Credits
Member Price: $250
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
ACPEN: K2’s Microsoft Power Tools
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TBD
2.0 Credits
Member Price: $89
Creating effective dashboard-style reports using Power BI Using Power Query to access and manipulate data, specifically for reporting purposes Taking advantage of Power Pivot to build reports from large quantities of data Automating routine tasks for improved efficiency and accuracy
ACPEN: Topic 842: FASB's Lease Accounting Standard Update
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TBD
2.0 Credits
Member Price: $89
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
ACPEN: Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
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TBD
1.0 Credits
Member Price: $89
Risk Management Governance Risk Assessment
ACPEN: Leading for Well-Being: Building Resilient Teams & Thriving Workplaces
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TBD
3.5 Credits
Member Price: $129
The Importance of Mental Wellness in Leadership Recognizing and Preventing Burnout Building and Sustaining Resilient Teams Leading by Example: Self-Care and Continuous Growth
Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27
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TBD
4.0 Credits
Member Price: $175
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Comprehensive Passive Activity Losses (PAL) 26-27
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TBD
8.0 Credits
Member Price: $329
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs
ACPEN: Two Types of Goals You Need to Be Successful
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TBD
1.0 Credits
Member Price: $39
Common obstacles to goal achievement The limitations of SMART goals Characteristics of effective outcome goals Process Goals: The Roadmap to Achievement Integrating Outcome and Process Goals for Maximum Impact
ACPEN: Investment Scam Losses: How to Get Deductions
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TBD
1.0 Credits
Member Price: $39
Categorization of various scams The keys to deductibility Review of the client's required actions to allow deductibility Disclosures and forms reporting required for deductibility “Tales from the Front” – practice issues CPAs are dealing with in these extraordinary situations
ACPEN: Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
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TBD
1.0 Credits
Member Price: $39
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
ACPEN: Digging Deep with Excel Pivot Tables
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TBD
1.0 Credits
Member Price: $39
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
ACPEN: AI In Audit and Financial Reporting
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TBD
1.6 Credits
Member Price: $39
Artificial Intelligence Audit Financial Reporting
ACPEN: Revenue Recognition - Allocate the Transaction Price
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TBD
1.8 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
ACPEN: Excelling at Excel: Tips, Tricks and Updates
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TBD
2.0 Credits
Member Price: $89
Excel version differences and compatibility Customize Excel so it works the way you work Learn new shortcuts to work quicker Learn some of the newer formulas to streamline your spreadsheets Take on tables & a powerful tool for data analysis
ACPEN: Introduction to Governmental Accounting
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TBD
2.0 Credits
Member Price: $89
Foundational principles of governmental accounting Fund accounting concepts Modified accrual basis of accounting Governmental fund financial statements Government-wide financial statements Component units in governmental reporting
ACPEN: The Many Faces of Fraud
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TBD
2.0 Credits
Member Price: $89
Fraud Indicators Fraud Patterns Client Operations Transaction Analysis Independent Verification Fraud Recognition
ACPEN: Estate and Financial Planning for the Older Client
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TBD
8.0 Credits
Member Price: $250
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
2026 Business Tax Credits
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TBD
1.0 Credits
Member Price: $55
Research & Development Tax Credit Work Opportunity Tax Credit COVID-19 Tax Credits Opportunity Zones GO-Biz Incentives Employment Training Panel