CPE Catalog & Events
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
-
Online
8.00 Credits
Member Price: $275
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
AHI: Level I - Basic Staff Training
-
Online
24.00 Credits
Member Price: $740
Role of New Staff Understanding Audit Objectives Accounting Data Analytics Working Paper Techniques/Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts
AI & Accounting in Retail
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:AI-powered personalization and its impact on revenue recognitionDynamic pricing models and tax compliance risksAI in demand forecasting, inventory valuation, and COGS calculationsIntegration challenges with ERP and POS systemsGovernance, ethics, and auditability of AI decisionsData quality, audit trails, and regulatory documentationAI-assisted fraud detection, financial controls, and oversight
Minimizing Workplace Warfare
-
Online
1.20 Credits
Member Price: $59
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Revenue Recognition - Recognize Revenue
-
Online
1.00 Credits
Member Price: $59
Revenue Recognition Accounting
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 25-26
-
Online
2.00 Credits
Member Price: $99
How to Identify a Complex Trust and the Complications that Arise with Complex Trusts The Importance of Recognizing the Tier System used by Complex Trusts The Advantages and Requirements of the 65-day Rule Special Issues Related to the Charitable Contribution Deduction Use of a Checklist for Complex Trusts
Hot Topics Audit & Attest Update
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
Monthly Federal Tax Updates - January 2026
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
S Corporation Essentials: Stock & Loan Basis Reporting
-
Online
2.00 Credits
Member Price: $109
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
The Preparation of Forms 706 and 709 - Understanding the Law
-
Online
3.00 Credits
Member Price: $129
Legal framework of estate and gift taxation IRS regulations and compliance requirements Portability, lifetime exemption, and tax minimization strategies Case law and IRS rulings affecting estate and gift tax planning Postmortem estate planning considerations Common legal pitfalls and how to avoid them Legislative updates and policy changes from the new administration
Case Studies in Accounting Fraud 25-26
-
Online
4.00 Credits
Member Price: $175
Major financial statement frauds, including sales and other types of revenue, estimates, earnings management and cut-off Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur in inventory, payables and other accounts Review of cases involving common fraud schemes (New cases will be discussed in 2024)
State and Federal Ethics Considerations 25-26
-
Online
4.00 Credits
Member Price: $175
Statutory developments Key cases that impact your client Administrative and procedural developments Federal and state standards of tax practice Return preparer registration (state and federal) State and federal penalties that apply to tax practice Conflicts of interest related to flow-through entities Ethics issues related to operating a virtual tax practice Application of taxpayer privileges in tax practice Understand Due Diligence.
Estate Planning for Today and Beyond
-
Online
8.00 Credits
Member Price: $275
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
Deep Dive Into Common Auditing Deficiencies
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
Forensic Accounting: Finding Hidden Treasure in Tax Returns
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads
Ethical Considerations in Working with Cannabis
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
SECURE Act 2.0: What You Need to Know
-
Online
1.00 Credits
Member Price: $59
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
Revenue Recognition Topic 606 - Identify Performance Obligations Part 2
-
Online
1.40 Credits
Member Price: $59
Revenue Recognition Accounting
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
-
Online
2.20 Credits
Member Price: $109
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues 25-26
-
Online
2.00 Credits
Member Price: $99
Calculating DNI & the Distribution Deduction Determining Types of Distributions and Whether a Distribution "Carries Out" DNI In-Kind Distributions & the Impact on the Distribution Deduction Depreciation and the Distribution of In-Kind Property Distributions that Result in "Kenan Gain" Funding a Pecuniary Bequest with Depreciated Property IRC Sec. 643(e)