CPE Catalog & Events
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
2025 Mid - Year Tax Update: Planning for Individuals
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Online
4.00 Credits
Member Price: $159
Legislative changes affecting individual tax planning Income, deduction, and credit planning strategies Form 1040 issues: divorce, death of a taxpayer, and status updates Compensation, fringe benefits, and Social Security updates Foreign reporting, resident alien, and cryptocurrency tax matters Capital gains, Kiddie Tax, and related deductions
Proper Financial Accounting for S Corporations
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Online
4.00 Credits
Member Price: $159
Deferred tax accounting for S Corporations S elections and terminations – dealing with deferred taxes Financial accounting for capital stock and retained earnings S corporation shareholders’ equity Tax vs financial accounting for Accumulated Adjustments Account Financial accounting for loans to and from S shareholders
Technology Trends Update for CPAs with John Higgins
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update
Passive Activities & Rental Real Estate Income Tax Issues
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Online
8.00 Credits
Member Price: $400
Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162 How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships Definition of an activity and the activity grouping and disclosure rules Real estate professional exception to the PAL rules for investments in non-passive rentals Special $25,000 loss allowance for rental real estate with active participation Material participation safe harbor rules Events that trigger suspended PALs Limitations on tax credits generated by passive activities Special rules that re-characterize passive income to non-passive income What rentals are subject to self-employment tax under §1402
2025 Annual Update for Not-for-Profit Accountants & Auditors
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:The Not-for-Profit Advisory Committee (NAC).Accounting Standards Updates (ASUs).Year 2 considerations of the leases standard.Common nonprofit deficiencies identified in peer review.What's going on at the AICPA.
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
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.
Professional Skepticism for the Public Accountant
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Online
1.00 Credits
Member Price: $59
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
The New Quality Management Standards - What Everyone Needs to Know
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Online
2.00 Credits
Member Price: $109
Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted
ChatGPT and Complex Financial and HR Conversations
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $129
Social Security Retirement Asset allocation Fraud
Viewing A&A Through the Eyes of a Tax Practitioner
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The role of financial reporting for a myriad of usersFundamentals conceptsSpecial Purpose FrameworksFinancial statement analysisCross-functional collaboration
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Member Price: $59
Accounting Finance
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $109
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Monthly Federal Tax Updates - January 2026
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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
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $129
Remote workforce Employee retention Staff turnover
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations
Cryptocurrency Transactions: Navigating Federal Tax Rules
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Online
1.00 Credits
Member Price: $59
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example