CPE Catalog & Events
ACPEN: Cutting-Edge Estate and Financial Planning Trends
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TBD
8.0 Credits
Member Price: $250
The latest legislative changes in estate and financial planning Expected changes in estate and gift tax exemptions and their impact Common client errors and risk mitigation strategies Domicile planning considerations in financial and tax strategy Charitable giving strategies under new tax rules Advanced use of split-interest trusts for tax and estate planning Best practices for IRA distribution planning with new tax implications
ACPEN: K2’s Small Business Internal Controls, Security, And Fraud Prevention And Detection
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TBD
8.0 Credits
Member Price: $250
Common challenges associated with implementing appropriate internal controls in small business environment Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
Beyond the Basics: Financial Ratios You Might Be Overlooking
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
ACPEN: Exploring the 10 Types of Leadership: Styles and Strategies for Success
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TBD
1.0 Credits
Member Price: $39
Overview of ten distinct leadership styles Adapting leadership to different situations, teams, and organizational culture Characteristics, strengths, and limitations of various leadership style Self-reflection and identifying personal leadership tendencies Flexibility and adapting leadership approaches when circumstances change Strategies for team engagement and performance improvement
Tax Implications of Retirement Plan Distributions
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
ACPEN: Preparing to be a Forensic Accountant - Cloud Forensics
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TBD
1.4 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Cashflow
ACPEN: Benefits and Best Practices for Telework
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TBD
2.0 Credits
Member Price: $89
Communication Business Management
ACPEN: Data Analytics: Practical Insights for Today's Accountant
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TBD
2.0 Credits
Member Price: $89
Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics
ACPEN: Getting the Most When Selling a Business: Little Details to Get Top Value
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TBD
2.0 Credits
Member Price: $89
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
ACPEN: Financial Accounting for Related Party Transactions
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TBD
2.0 Credits
Member Price: $89
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
CFO & Controller Critical Skills: Budgeting & Forecasting
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques
Surgent's Excel: Mastering PivotTables
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TBD
2.0 Credits
Member Price: $99
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
Surgent's Virtual Currency: Keeping Up with the Tax Code
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TBD
2.0 Credits
Member Price: $119
Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting
ACPEN: Federal Tax Update for Business with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $149
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments
ACPEN: Partnership Essentials: Review & Update
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TBD
4.0 Credits
Member Price: $149
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
Mastering the Art of Conflict: CPA Transformative Strategies
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Common conflicts CPAs faceThe impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilitiesIdentifying conflict triggersBest practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.
Best Practices: Conducting Meaningful Walkthroughs
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.
Understanding Internal Control Constructs
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Workforce Transformation and Talent Management in 2025
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TBD
1.0 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: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure