CPE Catalog & Events
Preparing Quality of Earnings Analysis 26-27
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TBD
3.0 Credits
Member Price: $139
Uses of a Quality of Earnings Report Information needed to prepare the report Overlapping enterprise valuation concepts Various adjustments to "as reported" EBITDA
101 Tax Planning Ideas 26-27
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TBD
8.0 Credits
Member Price: $329
An overview of the individual and business tax changes in the One Big Beautiful Bill Identifying tax planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan
Financial Statement Analysis 26-27
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TBD
8.0 Credits
Member Price: $329
How to extract necessary information Financial ratios that are used as analytical tools The proper understanding of accounting terminology Basic ratio tools Cash flow Working capital
Understanding and Creating an Internal Control System 26-27
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TBD
8.0 Credits
Member Price: $329
Underlying concepts of internal control Defining where and why controls, policies and procedures are needed Legacy control measures that are still important for businesses today Creating control measures that address the use and protection of technology
Financial Accounting Standards: A Comprehensive Review 26-27
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TBD
16.0 Credits
Member Price: $589
Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting
PFP Update: Investment Planning in This New Era 26-27
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TBD
2.0 Credits
Member Price: $99
Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessomg market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
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TBD
4.0 Credits
Member Price: $175
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
101 Tax Planning Ideas 26-27
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TBD
8.0 Credits
Member Price: $329
An overview of the individual and business tax changes in the One Big Beautiful Bill Identifying tax planning opportunities in the tax formula Different types of planning Frequently-used planning techniques Qualitative and quantitative considerations The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning Looking to the past, present, and future as we plan
Financial Statement Analysis 26-27
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TBD
8.0 Credits
Member Price: $329
How to extract necessary information Financial ratios that are used as analytical tools The proper understanding of accounting terminology Basic ratio tools Cash flow Working capital
Understanding and Creating an Internal Control System 26-27
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TBD
8.0 Credits
Member Price: $329
Underlying concepts of internal control Defining where and why controls, policies and procedures are needed Legacy control measures that are still important for businesses today Creating control measures that address the use and protection of technology
Financial Accounting Standards: A Comprehensive Review 26-27
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TBD
16.0 Credits
Member Price: $589
Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting
Tax Talks August 2026
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TBD
1.5 Credits
Member Price: $55
Various tax topics from a legal perspective International, Federal and State tax matters
Google Gemini Deep Dive Hands-on Bootcamp for CPAs 26-27
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TBD
2.0 Credits
Member Price: $99
Getting started with Gemini Tour of the Gemini app and how to use it Variety of hands-on case study examples for accounting, finance and tax Protecting your data privacy in Google Gemini Advanced Gemini features review Integration with Google apps Subscription plan options
Closely Held Business Owner Financial Planning Opportunities 26-27
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TBD
2.0 Credits
Member Price: $99
Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning
SSARS Codification: Preparation, Compilation and Review 26-27
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TBD
8.0 Credits
Member Price: $329
SSARS Codification requirements SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information Review of financial statements Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27
Audits Under Uniform Guidance—Single Audit & NPOs 26-27
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TBD
4.0 Credits
Member Price: $175
Concepts of the Single Audit under the Uniform Guidance Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs Requirements for the schedule of expenditures of federal awards, known as the SEFA Update on the OMB Compliance Supplement
SSARS Codification: Preparation, Compilation and Review 26-27
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TBD
8.0 Credits
Member Price: $329
SSARS Codification requirements SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information Review of financial statements Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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TBD
8.0 Credits
Member Price: $329
Preparation Compilations Reviews
Clarifying Risk Assessment - SAS 145 and Beyond 26-27
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TBD
4.0 Credits
Member Price: $175
Assessing the risk of material misstatement Mandatory risk assessment procedures Evaluating internal controls Responding to risk assessment with appropriate audit procedures Complying with revised and expanded documentation requirements
Form 5500 Annual Update 2026
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TBD
4.0 Credits
Member Price: $175
Forms 5500, 5500SF and 5500EZ Form 5500: nuances and schedules Reporting and disclosing compliance issues Reporting delinquent contributions Failure to file