CPE Catalog & Events
Partnership Property Distributions and the New Form 7217
-
TBD
1.0 Credits
Member Price: $29
Property distributions in liquidation of a partner's interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 - new for 2024 The Section 754 election and its role in partnership property distributions
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
-
TBD
1.0 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Forensic and Fraud Interviewing Techniques and Skills
-
TBD
2.2 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
-
TBD
2.2 Credits
Member Price: $79
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
The Controller Function - Strategic and Annual Planning
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing
Managing Your Money in Retirement
-
TBD
3.0 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud
Effective Governance for Nonprofit Success
-
TBD
1.0 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
The Controller Function - Strategic and Annual Planning
-
TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
-
TBD
1.5 Credits
Member Price: $59
Accounting Finance Procurement Inventory
K2's Optimizing Your Tech Stack For Efficiency And Cost-Effectiveness
-
TBD
2.0 Credits
Member Price: $79
Conducting a tech stack assessment, including an inventory of current tools and applications Identifying essential and redundant tools Exploring cost-effective alternatives Calculating your total cost of ownership
Common Audit and Financial Reporting Deficiencies in State and Local Governments
-
TBD
2.0 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts
-
TBD
2.0 Credits
Member Price: $79
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting
AI FAQs for Accountants
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of AI and how it differs from traditional accounting softwareGenerative AI, AI agents, and embedded AI applications in accountingAI-powered automation for routine accounting tasks and workflowsData security and privacy considerations in digital accounting environmentsStrategies for maintaining client relationships while embracing automationFuture trends including frontier AI models and embodied AI (robotics)Practical implementation of AI tools in accounting practice management
Inventory Accounting GAAP, Software and Recognizing Variances
-
TBD
2.0 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Surgent's Tax Research
-
TBD
2.0 Credits
Member Price: $99
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Building Personal Leadership Skills
-
TBD
4.0 Credits
Member Price: $129
Leadership Personality Types Communication Uses of AI in the work place
Yellow Book Independence and Single Audit Fundamentals
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
S Corporation (Form 1120S) - Formation to Liquidation 25-26
-
TBD
8.0 Credits
Member Price: $329
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025 Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (351) and liquidation issues Revocation and termination of S corporations 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 Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution )
Titans Annual Federal Tax Planning Individual Update 25-26
-
TBD
8.0 Credits
Member Price: $329
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years California tax law changes Income inclusions, exclusions and deductions Property transaction updates Passive activities, hobbies and other losses Guidance and planning on energy credits Significant IRS developments affecting practice and compliance procedures California's major developments for individuals and conformity to federal law changes for 2025 Filing status, credits and retirement plan developments Expired and expiring provisions Inflation adjustments for 2026 Due diligence and planning reminder
A&A Update for Nonprofits and Single Audit (2025)
-
TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:• Current impacts of accounting and financial reporting on nonprofit entities • Recently released FASB standards that impact nonprofit financial reporting the most• Current issues and challenges involving Yellow Book financial statement audits• Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards • Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits