CPE Catalog & Events
ACPEN: The Art of Marketing for CPAs
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TBD
4.0 Credits
Member Price: $149
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
ACPEN: K2’s AI – Better Prompts, Better Results
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TBD
1.0 Credits
Member Price: $39
Components of effective AI prompts The pros and cons of a single large prompt versus multiple small prompts Using prompts to format AI-generated output
ACPEN: How to Make Difficult People Disappear...Without Breaking the Law
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TBD
1.0 Credits
Member Price: $39
Conflict Management Interpersonal Relationships Personality Styles
ACPEN: Embracing Neurodiversity in the Workplace
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TBD
1.0 Credits
Member Price: $39
Neurodiversity
ACPEN: The Controllership Series: The Controllers role in ESG
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TBD
1.5 Credits
Member Price: $158
Environmental Social Sustainability Governance Accounting
ACPEN: GASB 96 –SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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TBD
2.0 Credits
Member Price: $89
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
ACPEN: Advanced Cost Accounting: Eliminate Calculation Distortions
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TBD
2.0 Credits
Member Price: $89
Cost Accounting
ACPEN: K2's Tech Update
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TBD
2.0 Credits
Member Price: $89
AI's practical maturity has come of age with generative AI, Copilot in Microsoft 365, and AI-powered audit or CAS tools-now standard in mid-sized firms While still in the initial stages, quantum computing developments in quantum cryptography and long-range R&D investments demonstrate potential Interoperability is improving with MPC, Open API ecosystems, integrated platforms, and data portability as core decision-making factors Cybersecurity and AI governance underscore the importance of zero-trust architectures, AI usage policies, and compliance with FTC/IRS data security requirements
ACPEN: K2’s Excel Best Practices
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TBD
8.0 Credits
Member Price: $250
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
ACPEN: Partnership & LLC (Form 1065) – Formation to Liquidation
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TBD
8.0 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
ACPEN: Deep Dive into Quality Management
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TBD
2.0 Credits
Member Price: $89
Quality management standards for CPA firms SQMS 1 and SQMS 2 requirements Engagement-level standards (SAS 146, SAS 145, SSARS 26, SSAE 23) Post-implementation evaluation of quality management systems Monitoring and remediation responsibilities Auditor responsibilities under SAS 146
ACPEN: Estate Planning Strategies: Advanced Techniques and Tools
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TBD
8.0 Credits
Member Price: $250
Legislative and regulatory changes in estate and gift taxation Wealth transfer strategies under the new administration Charitable deduction planning and compliance requirements Advanced estate planning tools, including split-interest trusts Using closely held stock for charitable contributions Generation-skipping transfer tax planning Strategic use of life insurance in estate planning
ACPEN: Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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TBD
2.0 Credits
Member Price: $89
Auditing & Accounting Yellowbook Budget Process
ACPEN: Treasury Circular 230 for EAs and Other Tax Preparers
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TBD
2.2 Credits
Member Price: $89
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
ACPEN: 2026/27 Not-for-Profit Accounting & Auditing Update
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TBD
4.0 Credits
Member Price: $149
Accounting Standards Updates (ASUs) affecting not-for-profit organizations Introduction to and comparison of the International Non-Profit Accounting Standard (INPAS) U.S. GAAP considerations for NFP financial reporting AICPA auditing and attestation updates Quality management: monitoring and remediation responsibilities Updates to SSAEs, SSARSs, and group audits
ACPEN: K2’s QuickBooks Online For Accountants
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TBD
8.0 Credits
Member Price: $250
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
ACPEN: Taxation of Business Entities
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TBD
2.5 Credits
Member Price: $99
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
ACPEN: Advanced IT Audit & Real-World Testing
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TBD
3.0 Credits
Member Price: $109
Information Technology General Controls (ITGC) Testing Audit Execution Workpapers
ACPEN: Using Psychology Secrets to Love your life and Get More Done
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TBD
4.0 Credits
Member Price: $149
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
ACPEN: Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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TBD
8.0 Credits
Member Price: $300
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 – S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder’s stock and debt basis and a partner/member’s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner’s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership What constitutes debt basis for a S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt effect a partner or member’s basis calculations and amount at-risk