CPE Catalog & Events
ACPEN: The Psychology of Fraud
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TBD
1.5 Credits
Member Price: $79
Fraud Fraud Triangle
ACPEN: OBBA of 2025: Individual Overview
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TBD
2.0 Credits
Member Price: $89
An overview of provisions of existing law extended or made permanent without substantial change, including casualty losses, individual tax rates, alternative minimum tax Provisions of existing law extended or made permanent with substantial change, including: child tax credit, earned income credit, standard deduction, state and local tax deduction New law provisions applicable to individuals, including deductions for: Tip income and overtime pay Social security income Car loan interest AGI charitable contribution deduction Trump account Repeal existing law provisions, including electric car credit and home energy credits
ACPEN: Form 1120S - Preparation and Analysis
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TBD
2.0 Credits
Member Price: $89
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
ACPEN: OBBA of 2025: Business Overview
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TBD
2.0 Credits
Member Price: $89
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate Repealed existing law, including the commercial clean vehicle credit and electric car charger credit
ACPEN: Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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TBD
2.4 Credits
Member Price: $99
Employee Theft Prevention
ACPEN: Cybersecurity & IT Risk for IT Auditors and Financial Auditors
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TBD
3.0 Credits
Member Price: $109
Cybersecurity IT Risk Governance IT Security Framework(s)
ACPEN: Ethics – A Line in the Sand; Implications for Daily Business
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TBD
4.2 Credits
Member Price: $149
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
ACPEN: Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
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TBD
8.0 Credits
Member Price: $250
Legislative and regulatory updates affecting fringe benefit planning Employer-sponsored fringe benefits and tax compliance under evolving regulations IRC §132 fringe benefit options and applications Cafeteria plans: benefits, limitations, and tax considerations Tax treatment of dependent care and educational assistance programs Flexible spending accounts and health savings accounts Group term life insurance: design features and tax treatment Financing strategies for retiree medical benefits Comparing health care benefits: insured plans vs. HMOs ERISA reporting and disclosure requirements Common control rules and nondiscrimination regulations
ACPEN: Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
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TBD
1.0 Credits
Member Price: $39
Finance IFR SLFRF Yellowbook
ACPEN: Assessing Independence Under Yellow Book
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TBD
1.0 Credits
Member Price: $39
GAO Yellowbook Ethics
ACPEN: K2's Technology's Seven (Not Quite) Deadly Sins
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TBD
1.0 Credits
Member Price: $39
Key features in Windows that you may not currently use The importance of Zero Trust Security Models Why applying updates is important Collaboration tools and features
ACPEN: Don't Be Spooked: Mastering Conflict Resolution
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TBD
1.0 Credits
Member Price: $39
Employee relations Conflict resolution
ACPEN: K2’s Innovative Strategy And IT Governance
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TBD
1.0 Credits
Member Price: $39
Technology evaluation frameworks and selection processes Change management strategies for technology implementation Techniques to increase user adoption, learning, and engagement
ACPEN: Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 2 Technology Disruption, Artificial Intelligence an
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TBD
1.6 Credits
Member Price: $79
Artificial Intelligence Emerging Risks for Acccountants and Finance Cybersecurity Risks
ACPEN: Ethics, Tax Practice & The Cannabis Industry
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TBD
2.0 Credits
Member Price: $89
Ethical challenges in the cannabis industry Circular 230 and its application Federal case law and cannabis-related tax disputes Preparer due diligence in cannabis tax scenarios State vs. federal legal conflicts in tax reporting IRS Office of Professional Responsibility guidance Board of Accountancy standards and enforcement Risk management for cannabis-related tax clients
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
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TBD
4.0 Credits
Member Price: $175
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
ACPEN: Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies
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TBD
4.0 Credits
Member Price: $149
Strategic Finance Leadership Advanced Financial Analysis Business Intelligence & AI in Finance Economic Intelligence for Decision Makers Operational Insight & Business Strategy The Future Role of the Controller/CFO
ABC Trust Planning and the Portable Exclusion 26-27
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TBD
8.0 Credits
Member Price: $329
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
ACPEN: S Corporations: Tax Compliance, Elections, and Best Practices
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TBD
8.0 Credits
Member Price: $250
Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
Financial Reporting Fundamentals 26-27
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TBD
8.0 Credits
Member Price: $329
Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)