CPE Catalog & Events
Overcoming Tech Adoption Challenges in CPA Firms
-
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: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms
The Controllership Series - The Financial Close Process
-
Online
1.50 Credits
Member Price: $79
Accounting Finance Financial Statements
Ethics in Artificial Intelligence
-
Online
1.60 Credits
Member Price: $79
Ethics Artificial Intelligence Information Technology
Character and Trust: The Difference Maker in Effective Collaboration
-
Online
2.00 Credits
Member Price: $89
Definition of Collaboration Character Definition Critical Character Attributes Character Self-Awareness Additional Character Identification Techniques Trust Definitions Waves of Trust Four Cores of Trust Toxic Trust and Antibiotics
Getting the Most When Selling a Business: Little Details to Get Top Value
-
Online
2.00 Credits
Member Price: $89
What do buyers really want? Steps to take so your business will be attractive to buyers The process to prepare for a sale The steps and timing Pitfalls to avoid The value of a strong advisory team Key considerations
Critical Thinking and Skepticism in AI-Augmented CPA Work
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Professional skepticism and existing CPA standardsSix traits of the skeptical professional mindAutomation bias and other AI-related cognitive biasesEvidence and verification rules for AI outputsPractical questioning and challenge techniquesVendor claims, benchmarks, and AI due diligenceReview, documentation, accountability, and skeptical firm culture
Power Skills: Professionalism and Client Interactions
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices when communicating with the client.Complicated scenarios for practice.
Financial & Tax Accounting for Partnerships & LLCs
-
Online
4.00 Credits
Member Price: $149
Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs
Fundamentals of Form 1040 -- Business
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Self-employment and business income taxation (Schedule C, self-employment tax, business deductions)Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203)Application of Form 7217 for capital construction fundsBest practices for self-employed clients and small business ownersKey deductions and credits for business ownersAvoiding common IRS audit triggers related to business income reportingLegislative updates impacting business income taxation in the current year
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 26-27
-
Online
8.00 Credits
Member Price: $329
• Divorce and ongoing payment issues dealing with alimony and child support • Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others • Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales • Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets • High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options
Financial Statement Disclosures 26-27
-
Online
4.00 Credits
Member Price: $329
• General requirements • Balance Sheet, income statement and cash flow • Stockholders" equity • Business combination and consolidation
Pass-Thru Entity Owners Schedule K-1 Analysis 26-27
-
Online
8.00 Credits
Member Price: $329
• Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203—S Corporation Shareholder Stock and Debt Basis Limitations) • Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return • The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) • How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners • Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership • What constitutes debt basis for an S corporation shareholder under the final regulations • The tax ramifications of repaying loans to S corporation shareholders and on open account debt • How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk
Accountants and Malpractice: Can We Get Sued for This?
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
-
Online
8.00 Credits
Member Price: $299
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Decentralized Autonomous Organizations (DAOs)
Corporate Storytelling in Financial Reporting
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Purpose of Management Commentary (IFRS): Understanding the foundational objectivesPurpose of MD&A (AAP): SEC-mandated narrative disclosure requirementsHistorical Context: Past and present frameworks and the limitationsRecent Revisions: Key enhancements and ESG integrationPractical Examples: Real-world applications and improvementsConvergence & Guidance: Frameworks, comparisons, and implementation
The Controllership Series - The Role of the Controller in ESG
-
Online
1.50 Credits
Member Price: $79
Accounting Finance SG Operations
Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
-
Online
1.80 Credits
Member Price: $79
Sarbanes-Oxley Accounting
Crypto, Blockchain and Taxes
-
Online
2.00 Credits
Member Price: $89
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
Data Analytics: Practical Insights for Today's Accountant
-
Online
2.00 Credits
Member Price: $89
Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics
Ethical Standards in Tax Practice: Circular 230 and Compliance
-
Online
2.00 Credits
Member Price: $89
Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements