CPE Catalog & Events
Real Estate Professionals: Passive Activity Rules
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TBD
2.0 Credits
Member Price: $79
Definition, pros and cons of being a real estate professional 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
Cost and Pricing Models: Boost Your Bottom Line
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TBD
2.0 Credits
Member Price: $79
Cost Accounting Activity-based Costing
Ethics: IRS Behavioral Insights for Accountants
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TBD
2.0 Credits
Member Price: $89
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
2025 A&A Update With Technology Implementation
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Deep dive into the Accounting Standards Updates (ASUs) effective in 2025.Insights from the FAF's 2024 PCC Review.Overview of FASB's Invitation to Comment - Agenda Consultation.The essential changes in quality management standards that firms must implement by the end of 2025. Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB).
Guide to Deducting Travel, Meals and Entertainment Expenses
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76
Creating an Ethical Work Environment
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TBD
2.0 Credits
Member Price: $89
Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making
International Tax Lunch Series July 2025
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TBD
1.0 Credits
Member Price: $55
Various tax topics from a legal perspective International, Federal and State tax matters
Navigating Leaves of Absence
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TBD
1.0 Credits
Member Price: $39
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Getting the Most When Selling a Business: Little Details to Get Top Value
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TBD
2.0 Credits
Member Price: $79
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
Cryptocurrencies for the CFO: Explaining Blockchain
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TBD
2.0 Credits
Member Price: $79
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language
Excelling at Excel: The Magic of Power Query
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TBD
2.0 Credits
Member Price: $79
Intro to Power Query & how to get started Examples of data clean up using Power Query Combining workbooks and files with Power Query
Mastering Microsoft 365 Copilot for CPAs
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
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TBD
3.0 Credits
Member Price: $99
Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession
Leadershift: Drive Results Through Ethical Performance Mgmnt
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.
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
K2's Accountant's Guide To QuickBooks Online
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TBD
8.0 Credits
Member Price: $225
• Understanding your QBO subscription and licensing options • Recording routine and non-routine transactions in QBO • Importing and exporting data to/from QBO • Creating effective reports • Describing the process for integrating third-party applications with QBO • Troubleshooting issues with QBO reports and data
Keeping Up with the FASB
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Finance Auditing
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
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TBD
1.0 Credits
Member Price: $39
Technology Cybersecurity
Business Partnerships: Managing Supplier Relationships
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials