CPE Catalog & Events
The Leadership Skills of Tomorrow: Delegate and Listen
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Online
2.00 Credits
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
Coaching & Counseling - Addressing Misconduct
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Online
1.20 Credits
Insubordination Personality and attitude problems. Generalized disparaging comments Previously unaddressed conduct. Misconduct due to mental condition Corrective action meetings and documentation. Attendance control.
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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Online
1.80 Credits
Communication Leadership Character Behavior
Moving Beyond the Basics of Excel
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Online
2.00 Credits
The major topics covered in this class include:Using formulas to manipulate and transform dataUsing formulas and reference formulas such as =VLOOKUPUsing pivot tablesUnderstanding Solver to perform multivariate analysis
ACPEN Signature 2024: Governmental Accounting & Auditing Update
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Online
8.00 Credits
GASB Pronouncements Single Audit Issues Yellow Book Issues Audit Issues Federal Funding Challenges
The ABCs of Advisory Services
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Online
2.00 Credits
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
Auditing, SSARS and Attest Update
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Online
2.00 Credits
The major topics covered in this course include:Recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services CommitteeRecently issued New Quality Management StandardsHighlight of projects in progress at the Public Company Accounting Oversight Board and International Auditing and Assurance Standards BoardRecap of recent changes and present common peer review findings and best practices to improve practice quality
2024 The Psychology of Fraud
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Online
1.75 Credits
Fraud Fraud Triangle
Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough
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Online
1.60 Credits
Change management Leadership
International Tax Treaties
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Online
2.00 Credits
Tax treaties Tax impact of cross-border transactions
2025 Winter Tax Rewind
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Virtual
2.00 Credits
Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance
Financial Decisions that Led Two Businessmen to Prison
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Online
2.00 Credits
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Ethics at Work: Diversity, Equity and Inclusion
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Online
2.00 Credits
The major topics covered in this class include:Overview of ethicsEthical values and principlesDEI working definitionsUnconscious bias, assumptions, microaggressionsStanding Up and Speaking OutDEI and Organizational Responsibility
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
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
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.20 Credits
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Everything There is to Know About Summonsing
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Online
1.00 Credits
The major topics that will be covered in this course include:The ingredients that make up an IRS summons.The IRS' legal authority to summons.How to comply with a summons.Whether to appear in response with your client or not.Common errors the IRS can make that will invalidate a summons.Following DOJ summons referral process; all based on an actual case.
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Online
1.20 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
2025 Business Tax Update: Staying Ahead in Business Taxation
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Online
8.00 Credits
Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Accounting Finance Procurement Inventory