CPE Catalog & Events
A Practical Guide to Trusts
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TBD
8.0 Credits
Member Price: $245
Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT
ACPEN Signature 2025: Critical Real Estate Taxation Issues
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TBD
8.0 Credits
Member Price: $250
The importance of correctly classifying property as capital gains property, inventory real estate, development real estate and real estate used in trade or business and applicable cost recovery recapture rules Preserving capital gains treatment for pre-development appreciation with a related party lot developer Cost Segregation Studies for Real Estate and their Tax Consequences Qualified Nonrecourse Debt under the At-Risk Rules Distinguishing repairs from improvements and the tax consequences of the difference Tax consequences of renting real estate Common issues in Ground Leases, Percentage Leases and Net Leases Classification as a Real Estate Professional under the PAL Rules and Interaction with the Rental Real Estate Rules and the Aggregation Election for rental real estate Review of current actions by Congress and the IRS affecting real estate.
K2's Advanced Excel
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TBD
8.0 Credits
Member Price: $225
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
K2's Ten Must Know Features In Excel
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TBD
2.0 Credits
Member Price: $79
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
Using e-Signature Software to Process Agreements-Updated
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.
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
Revenue Recognition - Recognize Revenue
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TBD
1.0 Credits
Member Price: $39
Revenue Recognition Accounting
The Controller Function - Cash and Investments
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TBD
1.4 Credits
Member Price: $39
Accounting Finance
To Verify or Let It Fly: What to Do About Questionable Tax Return Information
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TBD
2.0 Credits
Member Price: $79
Clear Reflection of Income: Really? The Verification Drill Tax Ethics and the Conceptual Framework The Tax Uncertainties Dance (Tax and Financial Reporting) Cases and Controversies Blanco v. United States U.S. v. Fairchild Conclusion
Accounting & Attestation for ESG
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TBD
2.0 Credits
Member Price: $79
ESG Accounting & Auditing Yellowbook
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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TBD
2.0 Credits
Member Price: $79
Employee Theft Prevention
CFO Series: Changing Corporate Culture: How to Improve it?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The eight types of corporate cultures.Determining which culture(s) exist in your organization.How to introduce change in an acceptable way.What are core values, and why they are so important?What kind of culture(s) fits in the organization?Where do you need the culture to develop so the organization can thrive?Why people are so resistant to change?What is the 'right' speed for change?How to grow your team into a better culture.
Navigating IRS Collections: Overview of Form 433 & OIC
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines.When to use Forms 433-A or 433-B and required documentation.Offer in Compromise (OIC): criteria, process, and practical considerations.Payment options: installment agreements, partial payment plans, and OIC.Advising clients on IRS collections and avoiding penalties.Compliance strategies for minimizing tax liabilities.Real-world scenarios and examples for tax debt resolution.
Tax Season Update for Individuals with Steve Dilley
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this class include:2024/25 legislative developments, cases and rulings impacting individual taxpayersChanges to Form 1040 and other related forms, worksheets and schedulesIndividual income items, itemized deductions and creditsUpdated tax rate schedule and other inflation adjusted itemsImplications for self-employed taxpayers of various legislationSection 199A changes, including use of carryforward passive activity and 199A lossesCapital gains and lossesPassive activity and hobby loss rules changes
Ethics: How to Give and Receive Criticism the Right Way
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Two Types of Goals You Need to Be Successful
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TBD
1.0 Credits
Member Price: $79
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
Written Information Security Plans
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TBD
1.0 Credits
Member Price: $39
Introduction to the Gramm-Leach-Bliley Act and its impact on data security Circular 230 compliance and due diligence for practitioners AICPA Statements of Standards relevant to WISP requirements Key components of a Written Information Security Plan Training requirements for employees, staff, and contractors Practical guidance for drafting and implementing a WISP FTC enforcement of data security standards for PTIN holders Best practices for maintaining and updating WISP compliance
Excelling at Excel: Tips, Tricks and Updates
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TBD
2.0 Credits
Member Price: $79
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
Asset Misappropriation - Let Me Count the Ways
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TBD
2.0 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
1065 - Understanding Partnerships Tax Returns
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TBD
2.0 Credits
Member Price: $79
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065