CPE Catalog & Events
Section 199A Rules and Forms Reporting
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Online
2.00 Credits
Member Price: $109
A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Self-rental rule for 199A compared to self-rental rule for passive activities Differing impact on the sole proprietorship, partnerships and S corporations Forms reporting in Form 8995 and Form 8995-A 199A flowchart
Integrity, Objectivity and Judgment: Values in Action
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com
Revenue Recognition - Recognize Revenue
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Online
1.00 Credits
Member Price: $59
Revenue Recognition Accounting
Introduction to Forensic Accounting
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Online
1.80 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Hot Topics Accounting Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
4.00 Credits
Member Price: $159
Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk
Partnership & S Corporations: How to Calculate Basis
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Online
4.00 Credits
Member Price: $159
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts; Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting Comprehensive examples to illustrate the mechanics of the basis determination process
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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Online
8.00 Credits
Member Price: $400
Discuss the most recent business income tax legislation passed to date Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, §163(j) business interest deduction limitations, accounting method changes, depreciation, fringe benefits and entertainment expenses Brush up on issues related to compensation, distributions, liquidations, self-employment taxes and retirement plan Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms
An Exhaustive Look At Fraud and Ways To Control It
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Online
8.00 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
BUNDLE: CFO Series - March 2026
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Online
8.00 Credits
Member Price: $249
The major topics that will be covered in this course include:All times listed are Eastern Time ZoneWeek 1: Acute Uncertainty Will Not Go Away: Can We Prevent Failures?https://webinars.cpacrossings.com/KIDMAUW2 CPE: 2Field of Study: FinanceDiscussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBADate: Friday, March 6, 11:00 amDescription: Some risks can be quantified, but most cannot. Some hazards are measurable, most are not. We will discuss multiple tactics to minimize (as best as practical) threats and gambles so we can feel better about our decisions. We can do a better at planning and dealing with uncertainties, but it is impossible to be perfect. Join us to learn how can we better deal with an ever-changing environment. Week 2: Amazingly Crazy Fraud Cases – Lessons From Outrageous Fraudshttps://webinars.cpacrossings.com/KIRBACF2 CPE: 2Field of Study: AuditingDiscussion Leader: Robert Berry MBA, CPA, CIA, CISADate: Friday, March 13, 11:00 amDescription: In this fast-paced, story-driven discussion we'll review some outrageous fraud cases; from forged financials and luxury lifestyles, to deepfakes and fake companies that fooled the smartest people in the room. Week 3: Identify the 'Good' Clients to Improve Marginshttps://webinars.cpacrossings.com/KIRMIGC2 CPE: 2Field of Study: Business Management & Organization.Discussion Leader: Bob Mims, CPADate: Friday, March 20, 11:00 amDescription: What is value? Why do brand, value, and customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we haven't yet recognized. Understanding both external clients and internal stakeholders, including the evolving role of the finance department, is critical to long-term success. Week 4: Decision Making in Our Non-linear World?https://webinars.cpacrossings.com/KIBMDMO2 CPE: 2Field of Study: Finance 1.0 and Auditing 1.0Discussion Leader: Brian Maturi, MBA, FCA & Don Minges, MBADate: Friday, March 27, 11:00 amDescription: In this seminar we will examine the decision-making process itself to find better ways of managing an uncertain future. We will examine the fundamental concepts that we learned in management accounting and will challenge some of the conventional wisdom and correct some common misconceptions.
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Create Paginated Reports with Power BI Report Builder
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
Listening to the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $109
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Introduction to Single Audit
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Online
2.00 Credits
Member Price: $109
Single Audit Accounting & Auditing Yellowbook
Taxation of Non-fungible Tokens (NFTs)
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Online
2.00 Credits
Member Price: $109
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
Surgent's Managing Millennials
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Online
2.00 Credits
Member Price: $99
Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success
Critical "Soft" Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $159
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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Online
4.00 Credits
Member Price: $159
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
Retirement Planning Issues: Where We Stand Now
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Online
4.00 Credits
Member Price: $159
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)