CPE Catalog & Events
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A Fox in the Henhouse/Courthouse
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Online
1.00 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
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Online
1.00 Credits
Member Price: $39
Accounting Finance Procurement Operations
Workforce Transformation and Talent Management in 2025
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Online
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure
The Controllers Role in Data Analytics and Big Data
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Online
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
Sarbanes-Oxley Overview
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Online
1.60 Credits
Member Price: $79
Sarbanes-Oxley Compliance
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence
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Online
2.00 Credits
Member Price: $89
How well-designed analytic procedures enhance audit quality Elements of strong analytic procedures Selecting the proper analytic, and altering the strength for the intended purpose Evaluating the data used in generating expectations Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting
Introduction to Risk Assessment
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the risk assessment procedures performed during engagements.Inquiries, analytical procedures, and observation and inspection techniques. Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses.
Tactical Budgeting - Moving Beyond Traditional Budgets to Manage Performance
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Online
2.00 Credits
Member Price: $89
The real purpose of budgeting in modern organizations Common budgeting problems and process breakdowns Linking budgets to income statements, balance sheets, and cash flows Output metrics and what really “causes work” Top-down, bottom-up, and hybrid budgeting approaches Flexible budgeting using volume-based and unit metrics Benchmarking to reduce politics and improve insight Using budgets to build value, not just limit spending
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Online
4.00 Credits
Member Price: $149
Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives
Hands-On Tax Return Workshop - S Corporations (Form 1120S)
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Online
8.00 Credits
Member Price: $300
Extensive review of the S corporation income tax laws with an emphasis on any new legislative Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items Discuss how schedule K items get allocated to shareholders on their schedule K-1s Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Talk about the unreasonably low officer compensation issues Learn the special tax treatment of fringe benefits paid to 2% shareholders and family members Schedule M-1 – calculate the reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – detailed step-by-step calculation of the AAA, PTI, E&P and OAA accounts Basic overview of the tax treatment of distributions including when a S corporation has prior C corporation earnings and profits (E&P) Review the importance and basics of calculating a shareholder’s stock and debt basis Basic overview of the potential S corporation built in gains tax from the conversion of a C to S corporation
10 Best Practices in QBO
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Customizing your settingsRefining your Chart of AccountsCreating your products and servicesManaging your vendors listMeals vs. owner drawsUsing undeposited fundsProper use of the banking feedMaintaining supporting documentationReconciling properlyGetting help when you need it
Microsoft Teams for CPAs: Unlocking Its Full Potential
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices for organizing your teams and channelsUnderstanding the role of Teams and SharePoint integrationUsing Teams to communicate and collaborate externally with clientsTips and tricks for managing conversations in TeamsLeveraging Microsoft Copilot AI in Teams
Business Valuation Fundamentals
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Online
1.00 Credits
Member Price: $39
Business Valuation Fundamentals The Objective - What type of report is needed? The Process Agreed Upon Procedures Calculation of Value Conclusion of Value Industry Sanity Checks – Would you pay or accept the value if it were your company?
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
Can You Really Do That With AI?
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Online
1.00 Credits
Member Price: $39
AI fundamentals AI tools you already own Analyzing data using AI AI risks and concerns
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Member Price: $39
Accounting Finance
Productivity Hacks for Working Remote
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Online
1.20 Credits
Member Price: $39
Virtual Work Remote Work Telecommuting Flexible Work Options
The Risks of Artificial Intelligence - Part 1
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Online
1.60 Credits
Member Price: $79
Artificial Intelligence Technical Artificial Intelligence Ethical Risks of Artificial Intelligence
Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
EBP Auditing Yellowbook