CPE Catalog & Events
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Unlocking Deep Secrets: Case Studies in Financial Analysis
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
ACPEN: Fiduciary Accounting & Tax Planning for Estates & Trusts
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TBD
4.0 Credits
Member Price: $149
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
Unlock the Power of AI with Copilot in Excel
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot
K2's Harnessing ChatGPT 26-27
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TBD
1.0 Credits
Member Price: $55
Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks
ACPEN: Private Company Simplified GAAP Alternatives
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TBD
2.0 Credits
Member Price: $89
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
Internal Control Changes for Remote Workers
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this course include:The benefits and pitfalls of remote employees.How to maximize the value provided by distance workers.Policies, procedures, and control measures designed for a more geographically dispersed workforce.
S Corporations: Calculating Shareholder Basis
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
Overcoming Tech Adoption Challenges in CPA Firms
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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: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms
ACPEN: Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
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TBD
2.0 Credits
Member Price: $89
Key aspects of Rita Crundwell's theft Internal controls that could have prevented the theft Internal controls that could have detected the theft in a timely manner Independence in both fact and appearance Lessons for CPA firms Lessons for government agencies
ACPEN: Corporate Ethics Cases: Discuss Real Life Conflicts
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TBD
4.0 Credits
Member Price: $149
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
ACPEN: K2’s AI – Better Prompts, Better Results
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TBD
1.0 Credits
Member Price: $39
Components of effective AI prompts The pros and cons of a single large prompt versus multiple small prompts Using prompts to format AI-generated output
CPA to CFO: Essential Competencies for Finance Leaders
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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: Addressing Common Documentation Deficiencies
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TBD
2.0 Credits
Member Price: $89
AU-C 230 Auditing Yellowbook
Everyday Ethics at Work: Don't be the Next News Story!
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss ethics from an every-day real-world perspectiveHow to prevent an ethical lapse that can turn your business into the next news story
Surgent's New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock
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TBD
2.0 Credits
Member Price: $99
The graduated holding periods and the related graduated capital gain exclusions Raising the per-issuer gain exclusion cap to $15 million Raising the corporate-level aggregate gross asset threshold to $75 million Qualifications for a corporation to issue Section 1202 stock Using multiple non-grantor trusts to unlock the $15 million exclusion cap The 10% test associated with non-operating real estate and investment securities The 50% working capital test The 80% test relative to an active qualified trade or business QSBS attestation letter Excluded businesses Permissible businesses, including manufacturing, retailing, technology, and wholesaling How Section 1202 applies in the context of a transfer to other taxpayers
ACPEN: Managing Your Money in Retirement
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TBD
3.0 Credits
Member Price: $109
Social Security Retirement Asset allocation Fraud
ACPEN: AI-Enhanced Business Consulting for CPAs: Strategies and Tools
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TBD
4.0 Credits
Member Price: $149
Business Consulting Types of Management Services Identification of clientneeds Managing Client Expectations Creating Value for Clients Techniques for Effective Consulting Application of AI Professional Standards Application
Fundamentals of Form 1040 -- Individual
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Form 1040 essentials: filing requirements, due dates, and key schedulesFiling status, dependency rules, and taxable income sources (wages, investment income)Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)Preparer due diligence, Circular 230 compliance and taxpayer rightsIRS cybersecurity considerations and best practices for taxpayer data securityLegislative updates
Finance and Innovation: Reinvent Your Organization and Dept.
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:What is innovation?The different forms of innovation, e.g., sustaining and disruptive.The five discovery skills needed to be innovative?The value of why we need to find ways to say, “Yes!” How to change your processes, rules and departments to be more innovative? Lessons learned from innovative businesses with examples.How does innovation happen and how to make innovation stick?The need to improvise and embrace broad experiences.
Steps to Stop External Fraud
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators