CPE Catalog & Events
2026 Tax Season Update for Individuals with Steve Dilley
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Online
4.00 Credits
Member Price: $149
Update and integration of recent tax legislation impacting 2026 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2027 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes
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?
How AI Is Automating Internal Control
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
2026 Tax Season Update with Steve Dilley
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Online
8.00 Credits
Member Price: $250
Update and integration of recent tax legislation impacting 2026 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2026 and 2027 tax rate schedules and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
Federal Tax Updates for Individuals
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Current tax issues affecting individual taxpayersReview of recent tax legislationOther issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Financial Decisions that Led Two Businessmen to Prison
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
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.
AI – Better Prompts, Better Results
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Online
1.00 Credits
Member Price: $49
· AI prompt engineering · Generating reports with AI · Automating client communications · Analyzing data with AI · Integrating Copilot, ChatGPT, and Claude
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
Business Etiquette & Mindfulness
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Online
1.20 Credits
Member Price: $39
Communication Business Etiquette
Internal Control Fundamentals
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Online
2.00 Credits
Member Price: $89
COSO Yellowbook Auditing
Listening to the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
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
The Preparation of Form 709 - Line-by-Line
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Online
2.00 Credits
Member Price: $89
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
CFO Series: Storytelling Your Financials for Impact
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Why storytelling always beats data-dumping in financial communicationAnatomy of a great financial story: structure, characters, and turning pointsThe role of context, trends, and insights in financial messagingHow Apple uses financial storytelling to engage stakeholdersVisual tools and techniques to support your narrativeCommunicating with non-financial audiences; clarity without oversimplification
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 26-27
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Online
2.00 Credits
Member Price: $99
• The Differences between a Simple and Complex Trust • The Use of the Tier System with Complex Trusts • Review of Basic Requirements of the Charitable Contribution Deduction under IRC Sec. 642(c) • Preparation of a Tax Spreadsheet for a Complex Trust • Preparation of a Tax Spreadsheet for a Complex Trust with a Charitable Contribution Deduction • Complex Problem Form 1041 Examples with Spreadsheets and Exhibits
Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
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Online
2.00 Credits
Member Price: $89
Risk Management Governance Risk Assessment
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $109
Social Security Retirement Asset allocation Fraud
Eat, Drink & Maybe Deduct: Mastering IRC 274
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 274 meals and entertainment rules Tax Cuts and Jobs Act changes affecting meals and entertainment Deductible versus nondeductible expenditures Definition of “entertainment” Definition of “business associate” Reimbursement arrangements Exceptions under IRC § 274(e) Compensation-related exceptions Recreational activity exceptions Public availability exceptions Goods or services sold to customers Separately stated food and beverage costs Employer-provided meals Per diem reimbursements Compliance and documentation requirements
No Tax on Overtime: Payroll Compliance
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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 Fair Labor Standards Act (FLSA) overtime provisionsDefinition of a “workweek” and the 40-hour thresholdTime-and-a-half requirement and exclusions from overtime payExempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions)Excluded payments (discretionary bonuses, reimbursements, retirement contributions)Step-by-step calculation examples for different compensation structuresBest practices for documentation and payroll systemsCase studies illustrating misclassification and miscalculation issues
ProActive Response Group De-Escalation Training
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Online
1.20 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment