CPE Catalog & Events
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Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Member Price: $89
Competitive bids Achieving target profitability
Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job
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Online
2.00 Credits
Member Price: $89
Ethics Resolving Conflict
Preparation, Compilation & Review Services 26-27
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Online
2.00 Credits
Member Price: $175
• All recently issued SSARS standards • Financial reporting frameworks • Distinguishing special purpose frameworks from GAAP • CPAs reporting on financial statements • Financial statement disclosures • Recently issued ethics standards • Peer Review Deficiencies
Tax Season and OBBBA Update for Business with Steve Dilley
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Update on significant 2025-26 business tax developments and related cases and rulingsReview of recent business tax provisions and their integration into tax formsDepreciation changes in Section 179 and Sec. 168(k) bonus depreciationTax issues impacting “gig” workers, including Form 1099-KRulings on OBBBA of 2025 business provisions.
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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Online
8.00 Credits
Member Price: $300
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 – S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder’s stock and debt basis and a partner/member’s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner’s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership What constitutes debt basis for a S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt effect a partner or member’s basis calculations and amount at-risk
Money Laundering Awareness for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
Behavioral Finance Biases
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of biases and standard of living riskOverview of difference between emotional and processing biasesExamples of various real life examples and case studies
Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations
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Online
1.00 Credits
Member Price: $39
Conflict Management Difficult Conversations Psychological Safety
Effective Communication Skills
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Online
1.00 Credits
Member Price: $39
Communication Confidence Leadership
Accountant’s Guide to Anti-Money Laundering (AML): People, Patterns and Prosecutions
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Online
1.00 Credits
Member Price: $39
Prevalence and Impact of Money Laundering When CPAs Launder Money The Connection between Money Laundering and Fraud Accountant's Duty to be Alert to Fraud and Money Laundering Detection of Money Laundering, Part I Banks and Financial Institutions Detection of Money Laundering, Part II Other Organizations (Example: Casinos) Conclusion
Ethics in Communicating & Reporting
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Online
1.00 Credits
Member Price: $39
Fundamentals of ethical communication 4 must-have communication skills How to improve your ethical communication skills Problems related to unethical behavior in reporting & communication
A Strategic Approach to Understanding Compensation Structures
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Online
1.50 Credits
Member Price: $79
Compensation
Benford’s Law and Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
Crypto, Blockchain and Taxes
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Online
2.00 Credits
Member Price: $89
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
Member Price: $89
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Ethical Standards in Tax Practice: Circular 230 and Compliance
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Online
2.00 Credits
Member Price: $89
Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements
HR’s Role in Business Evolution: Strategy, Finance, and Growth
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Online
2.00 Credits
Member Price: $89
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
The AI Revolution in 2026: What CPAs Should Know
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:State of AI technology in 2026: capabilities, limits, and vendor solutions landscapeEssential terminology: models, training data, prompts, agents, guardrails, and moreCPA use cases: accounting, tax, advisory, and moreRisk management and data governance: data privacy, bias, accuracy, documentationWhat’s next: near-term trends and how to evaluate new tools
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
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Online
2.20 Credits
Member Price: $89
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
Year-End Tax Planning: Thinking Outside the Box
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Online
4.00 Credits
Member Price: $149
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues