CPE Catalog & Events
Fundamentals of Form 1040 -- Individual
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Form 1040 essentials: filing requirements, due dates, and key schedulesFiling status, dependency rules, and taxable income sources (wages, investment income)Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)Preparer due diligence, Circular 230 compliance and taxpayer rightsIRS cybersecurity considerations and best practices for taxpayer data securityLegislative updates
Get started with Power BI
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
ChatGPT and Advanced Accounting Research
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
How to Audit Accounting Estimates
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Procedures to test the process used by management to develop estimates.Common examples of accounting estimates that are included in the financial statements.Updated requirements in SAS 143.
Common Financial Statement Disclosures
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
ACPEN: An Exceptional Leader C.A.R.E.S.
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TBD
1.0 Credits
Member Price: $39
Leadership strategies to improve mental health in the workplace Self-care techniques Empowering HR
Mastering Partnership Basis: Inside and Outside Basis
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations
Tax Implications of Retirement Plan Distributions
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
ACPEN: Ultimate Small Business HR Guide: Essential Tips for Success
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TBD
1.0 Credits
Member Price: $39
Small Business Management
ACPEN: Big Picture Mega-Trends, Big Data, and World We Now Face
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TBD
2.0 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: Unlocking the Value: IRS Tax Credits for Businesses & Individuals
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TBD
2.0 Credits
Member Price: $149
Overview of federal tax credits Refundable vs. nonrefundable credits Individual tax credits Business tax credits Eligibility requirements for tax credits Documentation and substantiation standards Recent legislation and IRS guidance affecting credits Planning considerations when evaluating tax credits Audit risks and compliance issues
ACPEN: Forensic and Fraud Interviewing Techniques and Skills
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TBD
1.2 Credits
Member Price: $89
Forensic Accounting Accounting Auditing Finance
ACPEN: Better Business Writing: Improve Your Speed and Quality
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TBD
2.0 Credits
Member Price: $89
Writing Communications
ACPEN: Staff Retention Keep the Best People
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TBD
3.0 Credits
Member Price: $109
Remote workforce Employee retention Staff turnover
Ethics, AI, and Music: What Every CPA Must Know
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
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: Drive Results with Metrics
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TBD
2.0 Credits
Member Price: $89
Performance Metrics Budgets
Improve Spreadsheets by Building Controls in Excel
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors
Viewing A&A Through the Eyes of a Tax Practitioner
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The role of financial reporting for a myriad of usersFundamentals conceptsSpecial Purpose FrameworksFinancial statement analysisCross-functional collaboration