CPE Catalog & Events
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Finance and Innovation: Reinvent Your Organization and Dept.
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:What is innovation?The different forms of innovation, e.g., sustaining and disruptive.The five discovery skills needed to be innovative?The value of why we need to find ways to say, “Yes!” How to change your processes, rules and departments to be more innovative? Lessons learned from innovative businesses with examples.How does innovation happen and how to make innovation stick?The need to improvise and embrace broad experiences.
Risk Wrangling: Surviving the Modern Business Rodeo
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Risk is the common thread in an evolving landscapeRisk assessmentResponding to assessed risksAuditing standardsOther insights from AICPA guidanceFraud considerationsThe role of analyticsFinancial reporting considerationsRisk mitigation
ACPEN: Ethical Considerations in Record Retention: Should I Keep or Should I Throw
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TBD
1.0 Credits
Member Price: $39
Importance of a Record Retention Policy What records must CPA return to client Difference between Code of Conduct and IRS Circular 230 Importance of Record destruction when no longer required to retain records
ACPEN: Internal Control Frameworks for Single Audit
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TBD
1.0 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting
ACPEN: Supervised AI Agents as Public CPA Audit Team Members
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TBD
1.0 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
ACPEN: Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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TBD
1.0 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
ACPEN: Performance Management - Hiring to Retiring
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TBD
1.2 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
ACPEN: Internal Controls That May Have Prevented Fraud
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TBD
2.0 Credits
Member Price: $89
Understand what factors allowed certain frauds to occur Recognize what internal controls may have prevented the frauds Consider application of these lessons to circumstances you encounter in your professional endeavors
ACPEN: Mergers and Acquisitions: Complete Guide to Relevant Issues
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TBD
2.0 Credits
Member Price: $89
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination
ACPEN: K2's Optimizing Your CAS and Advisory Tech Stack
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TBD
2.0 Credits
Member Price: $89
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value
Fiduciary Taxation Part 1: Introduction to Form 1041 26-27
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TBD
2.0 Credits
Member Price: $99
Introduction to the Fiduciary Entity and Basic Fiduciary Entity Flowchart Authorities & Disciplines in Fiduciary Accounting & Taxation Fiduciary Tax Rates and Brackets Introduction to Subchapter J 5 Basic Rules & Concept of Fiduciary Taxation and Steps to Calculating the Income Taxation of Trusts & Estates Use of a Tax Spreadsheet
Microsoft Teams for CPAs: Unlocking Its Full Potential
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices for organizing your teams and channelsUnderstanding the role of Teams and SharePoint integrationUsing Teams to communicate and collaborate externally with clientsTips and tricks for managing conversations in TeamsLeveraging Microsoft Copilot AI in Teams
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
ACPEN: Navigating Mergers & Acquisitions with AI: The Future of Deals
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TBD
4.0 Credits
Member Price: $149
Strategic Reasons for Mergers & Acquisitions Establishing Acquisition Principles and Target Criteria Business Valuation in the M&A Process Structuring the Transaction and Negotiating the Deal Conducting Effective Due Diligence Post-Transaction Integration and Deal Success
Comprehensive FASB & AICPA Update for Tax Professionals 26-27
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TBD
6.0 Credits
Member Price: $259
Broadly applicable ASU effective in 2025 and beyond Significant recent SAS Tax-basis financial statements
Comprehensive Pass-Through Owners” Basis and Distribution Rules 26-27
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TBD
8.0 Credits
Member Price: $329
Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Determine how to calculate an owners" initial tax basis of his pass-through entity Learn how to correctly make annual adjustments to a pass-through owners" tax basis Identify what constitutes a debt basis for an S corporation shareholder Learn the tax ramifications of repaying loans to S corporation shareholders
Deception, Embezzlement, and Fraud 26-27
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TBD
8.0 Credits
Member Price: $329
Narcissism Studies Fraud Embezzlement Technology used in scams
Retaining Top Talent: Strategies for CPA Firms
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TBD
0.0 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals
IRS Penalties and Abatements
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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TBD
8.0 Credits
Member Price: $299
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Decentralized Autonomous Organizations (DAOs)