CPE Catalog & Events
Forensic Accounting: Court Approved Methods of Proof
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.
Getting SASsy - A Look at Recent Auditing Standards
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Online
1.00 Credits
Member Price: $59
Risk assessment (SAS 145) Quality management standards (SAS 146) Predecessor auditor inquiries (SAS 147) Group financial statement audits (SAS 149)
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
New Client Ethical Challenges: The CPAs Guide
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Online
2.00 Credits
Member Price: $109
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 25-26
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Online
2.00 Credits
Member Price: $99
The Differences between a Simple and Complex Trust The Use of the Tier System with Complex Trusts Review of Basic Requirements of the Charitable Contribution Deduction under IRC Sec. 642(c) Preparation of a Tax Spreadsheet for a Complex Trust Preparation of a Tax Spreadsheet for a Complex Trust with a Charitable Contribution Deduction Complex Problem Form 1041 Examples with Spreadsheets and Exhibits
Mergers & Acquisitions Part 2: Financial Accounting 25-26
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Online
4.00 Credits
Member Price: $175
Identifying the acquirer and the acquisition date Recognition and measurement issues on the acquisition date Intangible assets Deferred income taxes Stock options
Basic Staff Tax Training: Individual 25-26
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Online
8.00 Credits
Member Price: $329
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return Identify and be able to implement basic individual income tax planning ideas for clients Familiarity with several source documents utilized in the preparation of an individual income tax return Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
Tax Planning for Sole Proprietors & Other Business Owners 25-26
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Online
8.00 Credits
Member Price: $329
Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction Avoiding the at-risk and passive activity loss limitations Making the right business entity election I n-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know
U.S. GAAP Disclosures for Non-Public Entities 25-26
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Online
8.00 Credits
Member Price: $329
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification
Surgent's Annual Accounting and Auditing Update
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Online
8.00 Credits
Member Price: $299
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606 Fraud case studies Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters
Roadmap to Ethical Decision Making
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Online
2.00 Credits
Member Price: $109
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence
Leases Accounting under Topic 842 - Answers to FAQ After Implementation
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Online
2.00 Credits
Member Price: $109
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
1040 Tax Prep Automation with AI Tools
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.
2025 Annual Update for Governments and Not-for-Profits
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Online
7.00 Credits
Member Price: $249
Not for Profit Governmental Auditing & Accounting Yellowbook
Ethics for CPAs: The Practical and the Possible
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Online
2.00 Credits
Member Price: $109
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Accounting for and Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Business Partnerships: Managing Supplier Relationships
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Online
1.00 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
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
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Online
1.00 Credits
Member Price: $75
Quality management Peer review Audits Remediation Monitoring
Digging Deep with Excel Pivot Tables
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Online
1.00 Credits
Member Price: $59
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab