CPE Catalog & Events
Not Just Your Everyday FASB Update
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TBD
4.0 Credits
Member Price: $129
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
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TBD
4.0 Credits
Member Price: $129
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
KPI Bootcamp for Small Businesses
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TBD
5.0 Credits
Member Price: $159
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment
2025 Annual Update for Governments and Not-for-Profits
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TBD
7.0 Credits
Member Price: $209
Not for Profit Governmental Auditing & Accounting Yellowbook
Federal Tax Update - Individual & Business Current Developments
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TBD
8.0 Credits
Member Price: $300
Discuss the most recent individual and business income tax legislation passed to date Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax) Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit) Walk through the NEW final required minimum distribution (RMD) regulations Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes
ACPEN Signature 2025- Small Business: Hot Tax Issues Today
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TBD
8.0 Credits
Member Price: $250
Legislative update on expiring tax provisions affecting small businesses; Legislative update on new tax provisions impacting small businesses; Communications with the IRS; Tax audits of small businesses; Judicial update on self-employment tax litigation on self-employment taxes of partners and LLC members. Worker verification requirements and penalties---old and new. Tax planning opportunities—old and new.
ACPEN Signature 2025: Accounting & Auditing Update
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TBD
8.0 Credits
Member Price: $250
FASB Statements and Interpretations Statements on Auditing Standards and Statements on Quality Management Standards Ethics Interpretations
S Corporations: Comprehensive walk through of Form 1120S
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Subchapter S status election and compliance requirementsRelief for late Form 2553 filings under Rev. Proc. 2022-19Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3I.R.C. §1361 and §1362 analysis for S Corporation electionsCorporate governance and formalities complianceShareholder stock and debt basis rulesBuilt-in capital gains and other aspects of Form 1120SSchedules K-1, K-2, and K-3 preparation and reporting requirementsOfficer reasonable compensation: requirements, advisory strategies, and audit defensesS Corporation eligibility errors and corrective measures
Integrate ChatGPT into Your Client Advisory Services-Updated
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
The Controllership Series - The Controller's Skillset
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TBD
1.0 Credits
Member Price: $59
Accounting Finance Skills
A Fox in the Henhouse/Courthouse
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TBD
1.0 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
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
Emotional Intelligence for Professionals: Mastering the Human Side of Success
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TBD
1.0 Credits
Member Price: $39
Emotions Relationships Emotional Intelligence Communication
Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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TBD
1.0 Credits
Member Price: $39
Communications Self-Awareness Leadership
Accounting & Attestation for ESG
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TBD
2.0 Credits
Member Price: $79
ESG Accounting & Auditing Yellowbook
Tax Depreciation: How to Optimize Deductions
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TBD
2.0 Credits
Member Price: $79
Recent tax legislation and developments related to depreciation and capitalization Eligible property for Section 179 and Section 168(k) Section 179 deduction and its use to depreciate real property Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules
CFO Series: Ethical Decisions Made Easier: Blurred Lines?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Ethics and moral principles.Identifying ethical dilemmas.Analyzing consequences and the impact on stakeholders.Applying ethical decision-making models.Effectively using the Code of Professional Conduct.Managing ethical conflicts and resolutions.
Fraud Case Studies: Professional Misbehavior in the 21st Century
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TBD
4.0 Credits
Member Price: $129
AICPA Code of Professional Conduct Understand factors that allowed selected frauds to occur Recognize controls that may have prevented or mitigated selected frauds Consider application of these lessons to circumstances you encounter in your professional endeavors Apply ethical guidance to scenarios that accounting professionals may encounter in public practice
Create Visuals in Power BI to Successfully Analyze Data
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.
360 Budgeting: A Holistic Approach to Process and Solutions
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TBD
8.0 Credits
Member Price: $245
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations