CPE Catalog & Events
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Powerful Public Speaking
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Online
1.50 Credits
Member Price: $39
Communications
Private Company Simplified GAAP Alternatives
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Online
2.00 Credits
Member Price: $89
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
S Corporations: How to Calculate Shareholder Basis
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Online
2.00 Credits
Member Price: $89
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
Advanced ChatGPT for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
Internal Controls for Small and Medium-Sized Entities
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Online
1.00 Credits
Member Price: $39
Overview of controls Preventative controls Detective controls Controls for SMEs
2026/27 Not-for-Profit GAAP Update
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
Mastering Charitable Remainder Trusts and Form 5227 Compliance
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Online
2.00 Credits
Member Price: $89
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Corporate Ethics Cases: Discuss Real Life Conflicts
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Online
4.00 Credits
Member Price: $149
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Effective Governance for Nonprofit Success
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Online
1.00 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
Financial Planning: Auto & Homeowners Insurance
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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
Working Through Grief and Loss - How to Build a Supportive Workplace
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Online
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
Individual Tax Update: OBBA and Recent Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $109
Social Security Retirement Asset allocation Fraud
Surgent's Ethical Considerations for the CPA
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Online
4.00 Credits
Member Price: $159
Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Interpreting the FASB Revenue Recognition Standard: What All CPAs Need to Know
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Online
4.00 Credits
Member Price: $139
Revenue recognition overview Identifying the contract with a customer and performance obligations Transaction price
The Complete Guide to the Preparation of Form 1041
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Online
8.00 Credits
Member Price: $250
Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation
Avoiding the Most Misapplied Audit Concepts
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Risk Assessment - Properly assessing inherent, control, and detection risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type.Substantive Analytics- Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details.Selecting items to test common misunderstandings related to designing, performing and concluding on tests of details, including sampling.Identifying and Evaluating Internal Control Deficiencies - Emphasizing the importance of identifying both design and operating effectiveness deficiencies during the course of the audit, and how to properly categorize deficiencies as inconsequential, significant or material for impact on the audit or required communications with management and those charged with governance.
Multistate Taxation - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $319
Constitutional limits and Public Law 86-272 Interstate activity Nexus, UDITPA and MTC Calculation of state taxable income Filing methods for multistate taxpayers Apportionment and allocation Multistate income tax planning
Surgent's A Complete Guide to the Yellow Book
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Online
8.00 Credits
Member Price: $279
Circumstances requiring auditors to follow the Yellow Book (Government Auditing Standards or GAGAS) Relationship of Yellow Book requirements to GAAS and single audit requirements Auditor qualifications under the Yellow Book: independence, CPE, peer review, and related requirements The Yellow Book requirements related to the performance of and reporting on a financial audit Identifying and reporting findings under the Yellow Book The Yellow Book requirements related to attestation engagements (examinations, reviews, and agreed-upon procedures) and performance audits