CPE Catalog & Events
IRC 1031 in the Real World: Practical Issues and Compliance
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 1031 like-kind exchange rules under current law Changes to § 1031 following the Tax Cuts and Jobs Act Qualification requirements for like-kind exchanges Definition of real property under Treasury Regulations Like-kind versus non-like-kind property Relinquished property Replacement property Realized gain Recognized gain Basis calculations Interaction of § 1031 exchanges with cost segregation studies Depreciation treatment under IRC §§ 1245 and 1250 Allocation of basis to replacement property Depreciation of carryover basis Depreciation of excess basis Multiple-property exchange rules Tax return preparation and review considerations Compliance considerations for § 1031 exchanges
Auditing Standards Update & Best Practices 26-27
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Online
4.00 Credits
Member Price: $175
• Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies • Identify controls that exist, especially when those controls are not clearly identified or formalized • Evaluate if those controls prevent or detect material misstatements in the financial statements • Design effective audit procedures (including testing of controls where appropriate) in response to the auditor's assessed risk of the potential material misstatements in the financial statements
Audits Under Uniform Guidance—Single Audit & NPOs 26-27
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Online
4.00 Credits
Member Price: $175
• Concepts of the Single Audit under the Uniform Guidance • Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance • Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs • Requirements for the schedule of expenditures of federal awards, known as the SEFA • Update on the OMB Compliance Supplement
Federal Tax Update: Business Comprehensive 26-27
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Online
8.00 Credits
Member Price: $329
• Review of recent federal legislation and administrative rulings • Review of recent modifications to tax forms • Review of small business tax law and administrative update changes • Review of retirement plan changes • Overall review of tax practice and procedures
OCBOA Case Studies 26-27
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Online
8.00 Credits
Member Price: $329
• Income tax-basis financial statement presentations • Cash and modified-cash financial statement presentations • Innovative and EBITDA type reports • OCBOA engagements • AICPA Financial Reporting Framework for Small- and Medium-Sized Entities
Real Estate Taxation Full Circle 26-27
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Online
8.00 Credits
Member Price: $329
• Personal residence and vacation home advantages and traps • Depreciation, credits, passive losses, qualified business income (QBI) under the One Big Beautiful Bill • Installment sales • Involuntary conversions • Like-kind exchanges • Real estate investment trusts (REITs)
Accounting & Attestation for ESG
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
Charting The Future: From Tasks to Capability — Augmented by Gen AI & ChatGPT
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Online
1.00 Credits
Member Price: $49
· The shift from task prompting to repeatable capability in accounting and finance work · Workflow-first thinking: inputs ? process ? outputs ? reuse · Tool selection by outcome: when to use Advanced Data Analysis, Deep Research, Canvas, Projects, and Custom GPTs · Capability demos: -- Form 10-K analysis workflow using Advanced Data Analysis (ADA) --Excel workflow acceleration using a Custom GPT · Standardizing deliverables for executive audiences (structure, clarity, consistency) · Governance-by-design: data boundaries, validation checks, traceability/citations, review gates
Mining Your Firm Client Database for Revenue
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth.
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
Humanize Automation: Frameworks for Understanding AI and Your Strategy
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Online
1.20 Credits
Member Price: $39
AI Business Strategy
The Future of Work - Building a New Model of Work
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Online
1.20 Credits
Member Price: $39
Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture
Neurodiversity & Productivity. Include More Minds to Make the Most of Your Time
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Online
1.00 Credits
Member Price: $39
Neurodiversity Productivity Leadership Management Communication Inclusion Culture Empathy
Global Internal Audit Standards (GIAS) Domain V - Part 2
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Online
2.00 Credits
Member Price: $89
Internal audit Standards Institute of Internal Auditors GIAS IPPF
Big Picture Mega-Trends, Big Data, and World We Now Face
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Online
2.00 Credits
Member Price: $89
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
The Motives and Mystery of Ethics-Understanding the Why
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Online
2.00 Credits
Member Price: $89
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
AI 101 for CPAs: Core Concepts and Practical Applications
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini workWhat inherent risks are associated with this powerful technologyActionable steps you can take to mitigate the risksPractical examples of how AI can be applied in accounting, auditing, tax, and finance services
Execute Your Strategy: Turn Planning into Results or Destroy it and Start Over…Again
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Online
2.00 Credits
Member Price: $89
The strategy-execution gap: common reasons why most strategic plans fail Why should financial planning lead strategy? Evaluating the lifespan and relevance of your strategic plan Building your strategy to include risk management Building an adaptive, finance-focused strategic approach What we should learn from the rise and fall of major companies How to align financial metrics with strategy
Independence Requirements for Auditors
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Online
2.00 Credits
Member Price: $89
AICPA Code of Professional Conduct independence requirements Core independence principles for CPAs in public practice Common independence risk areas PEEC ethics interpretations affecting independence Real-world application of independence guidance Practical compliance and implementation strategies Independence considerations in attest engagements
Fraud’s Greatest Hits!
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Online
3.00 Credits
Member Price: $109
Types of Fraud COSO Fraud Risk Management Guide Techniques for Detecting Fraud Discussion of Accounting Fraud Cases