CPE Catalog & Events
This will generate a PDF of the current filtered catalog
ACPEN: Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
-
TBD
2.0 Credits
Member Price: $89
Leadership foundations Leading downward Leading upward Practical leadership tools
ACPEN: The Seven High Quality Questions that Lead to Success & Solutions
-
TBD
2.0 Credits
Member Price: $89
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
How to Audit: Property, Plant, & Equipment
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance.The various substantive auditing procedures that staff should perform.Real world auditing examples.
ACPEN: Federal Tax Update for Individuals with Doug Van Der Aa
-
TBD
4.0 Credits
Member Price: $149
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers
ACPEN: Triple Your Memory, Prevent Dementia and Halve Your Stress Part 2
-
TBD
4.0 Credits
Member Price: $149
How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
ACPEN: Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A
-
TBD
4.0 Credits
Member Price: $149
Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property - both for Sections 199A and 469 Reporting using Form 1040, Schedule E, page 1 and 2 Self-rental property and the Form 8582 (passive activity)
What You Can Learn From the Statement of Cash Flows
-
TBD
0.0 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
ACPEN: Getting SASsy - A Look at Recent Auditing Standards
-
TBD
1.0 Credits
Member Price: $39
Risk assessment (SAS 145) Quality management standards (SAS 146) Predecessor auditor inquiries (SAS 147) Group financial statement audits (SAS 149)
ACPEN: Rewards & Recognition Strategies for Leaders
-
TBD
1.0 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
CPA to CFO: Essential Competencies for Finance Leaders
-
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: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies
ACPEN: The Controllership Series - Addressing Budgeting Uncertainty
-
TBD
1.0 Credits
Member Price: $39
Accounting Finance
ACPEN: Sustaining Wellness: Essential Skills for Preventing Burnout in High-Stress Professions
-
TBD
1.2 Credits
Member Price: $39
Understanding Burnout and Its Warning Signs Stress Reduction Techniques Building Resilience Boundary-Setting Energy Management Physical Wellness Strategies Personalized Action Plan Development
ACPEN: Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
-
TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
ACPEN: Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 – 2 hrs
-
TBD
2.0 Credits
Member Price: $89
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
ACPEN: Independence Requirements for CAAS Engagements
-
TBD
2.0 Credits
Member Price: $89
CAAS Auditing & Accounting Yellowbook Ethics
ACPEN: K2's Choosing Your CPA Firm Tech Stack
-
TBD
2.0 Credits
Member Price: $89
Evaluating suite vs. best-in-breed software ecosystems Understanding and applying AI-driven tools for firm efficiency Measuring ROI and integration effectiveness across the tech stack
Becoming a Fractional CFO: What to Do and How?
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Do you have what it takes to be a successful fractional CFO?Should you be a solo practitioner or join a larger firm? 1099 versus W2?What skills are needed to be successful?Sales, marketing, etc.What are some of the ‘red flags’?Typical assignments and issues a fractional CFO will likely encounterThe greatest opportunity for fractional CFOs?Understanding your value
Fiduciary Taxation Part 4: Miscellaneous Topics & AMT 26-27
-
TBD
2.0 Credits
Member Price: $99
Review the Passive Activity Rules under IRC Sec. 469 as they apply to fiduciary entities The 65-day Rule and Election Under IRC Sec. 663(b) Special Rules for Specific Bequests under IRC Sec. 663(a) Alternative Minimum Tax for Trusts & Estates AMT Bracket Rates and Exemption for Fiduciary Entities Alternative Minimum Tax Spreadsheet Approach Using AMT Problem Example with Passive Activity Loss (PAL)
ACPEN: Cybersecurity & IT Risk for IT Auditors and Financial Auditors
-
TBD
3.0 Credits
Member Price: $109
Cybersecurity IT Risk Governance IT Security Framework(s)
Surgent's The Essential Multistate Tax Update
-
TBD
4.0 Credits
Member Price: $159
Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax