CPE Catalog & Events
Surgent's Taxation of the Mobile Workforce
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Online
2.00 Credits
Member Price: $99
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?
Measuring Audit Risks
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Online
3.00 Credits
Member Price: $129
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
Just Ask Why - Searching for Answers: Generating Solutions
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Online
4.00 Credits
Member Price: $159
The basic benefits of why The 5-15 report Curiosity and creativity
IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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Online
8.00 Credits
Member Price: $400
An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans Roth IRA contribution phase-out limits as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner’s death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
ACPEN Signature 2025-2026: Business Fraud Update and Managing the Risk of Fraud
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Online
8.00 Credits
Member Price: $300
Business Fraud Fraud Risk Management and Fraud Risk Assessments Data Analytics and Digital Analysis Providing Forensic Services Conducting Investigations
Common Financial Statement Disclosures
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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Online
1.60 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Benford's Law and Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $109
Benford’s Law Digital Analysis Data analytics
CFO Series: Beyond the Boardroom Best Governance Practices
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Accountability in the workplace.Leadership, governance and ESG (Environmental, Social and Governance).The role of the Board in governance.Setting ethical standards.The keys to true governance best practices.Practical applications in smaller organizations.
Critical Thinking Skills: Prevent Mistakes Now
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Online
2.00 Credits
Member Price: $109
Critical Thinking Communication
How Fraud Can Affect Smaller Organizations 25-26
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Online
4.00 Credits
Member Price: $175
The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses
Optimize Your Staff's Performance
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Online
4.00 Credits
Member Price: $159
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Master the Art of CPA Communication: Boost Your Influence!
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication
S Corporation Essentials: Review & Update
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Online
4.00 Credits
Member Price: $159
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions
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
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Online
2.00 Credits
Member Price: $109
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
Advanced Cost Accounting: Eliminate Calculation Distortions
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Online
2.00 Credits
Member Price: $109
Cost Accounting
Ethics - A Line in the Sand; Implications for Daily Business
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Online
4.20 Credits
Member Price: $159
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
Complete Guide to Analyze Data with Excel PivotTables
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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Online
1.00 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance