CPE Catalog & Events
This will generate a PDF of the current filtered catalog
Estate Planning Strategies Using Irrevocable Trusts 26-27
-
Online
6.00 Credits
Member Price: $259
• The gift, estate, and income tax treatment of irrevocable trusts • The benefits and risks of spousal lifetime access trusts (SLATs) • Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs) • When to use life insurance trusts (ILITs) and dynasty trusts • The effectiveness of domestic asset protection trusts (DAPTs)
A Working Parent's Guide to Prioritizing Mental Wellness
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively.Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health.Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed.
The SECURE Act 2.0 - Planning Opportunities for Employers
-
Online
1.00 Credits
Member Price: $39
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
Ethics, AI, and Music: What Every CPA Must Know
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
Embracing Neurodiversity in the Workplace
-
Online
1.00 Credits
Member Price: $39
Neurodiversity
Resolving Ethical Dilemmas-You Make the Call
-
Online
1.50 Credits
Member Price: $79
Ethical frameworks Threats and safeguards to objectivity and independence
Scared Straight: White Collar Crime and Beyond
-
Online
2.00 Credits
Member Price: $89
Fraud Prevention Accounting Business Ethics
Taking a Global View of Professional Ethics
-
Online
2.00 Credits
Member Price: $79
What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity
An In-Depth Understanding of the Generation Skipping Transfer Tax
-
Online
2.00 Credits
Member Price: $89
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709
Global Internal Audit Standards (GIAS) Domain IV - Part 2
-
Online
2.00 Credits
Member Price: $89
Internal audit Standards GIAS Accounting Auditing
Build Better Budgets: Fundamental Techniques
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Navigating IRS Collections: Overview of Form 433 & Offer in Compromise
-
Online
2.00 Credits
Member Price: $89
IRS collection process overview Initial notice and subsequent notices Enforced collection actions: liens, levies, and wage garnishments Payment options and alternatives to enforced actions Detailed review of Forms 433-A & 433-B Offer in Compromise (OIC) program: qualifications and process Advising clients on compliance and payment options
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
-
Online
4.00 Credits
Member Price: $149
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Enhancing Performance Through Effective Coaching
-
Online
4.00 Credits
Member Price: $149
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
Comprehensive Estate Planning: Administration & Postmortem Strategies
-
Online
8.00 Credits
Member Price: $250
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
Claude Cowork in Practice: Advanced Workflow for Accountants
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Claude Cowork advanced workflow architectureFinance Plugin and domain-specific intelligenceModel selection and token optimization strategiesVariance analysis and cross-file reasoningInvoice extraction and automation workflowsThe Sparring Partner Protocol (SPP)AI governance, risk, and performance measurement
Erase the Mark: Best Practices in Penalty Abatement
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
AICPA Town Hall Series (Rebroadcast of 10/15/2026)
-
Online
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
Financial Planning: Auto & Homeowners Insurance
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
-
Online
2.00 Credits
Member Price: $89
Understanding the modern finance and accounting organization chart GAAP accounting changes Why so many changes? The speed of change and complexity Accepting reality Recognizing and fixing the top five accounting problems and errors Leases Revenue Management estimates Why is strategy necessary? What is strategy? The two keys to strategy? Why do some financial leaders lack strategic skills? Balancing strategy with our day-to-day roles