CPE Catalog & Events
SECURE Act 2.0 and Updates (2025)
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Implications for individualsChanges to the Saver’s CreditChanging the required minimum distribution rules for Roth 401(k)sChanges to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency ExpensesSpecial provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plansOpportunities for student loan payment matchingImplications for EmployersStarter § 401(k) plans for small employersRequiring automatic 401(k) enrollmentImproving worker access to emergency savingsIncreasing part-time workers’ access to retirement accountsStatute of Limitations on excise taxes imposed on overcontributions to retirement plansMultiple employer §403(b) plansAutomatic portability provisionsOther changes in the administration of company retirement plans
AI Prompt Engineering Masterclass for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.
The Ethics of Care in the Workplace
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Ethical Values and PrinciplesCompassionManaging ExpectationsRespect and HumilityAttribution Theory
Casualty Losses: Disaster Relief Act of 2024
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Federal Disaster Relief Act provisions enacted in December, 2024Comparison of personal use casualties with business/investment casualtiesWhen to claim casualty lossesHow to postpone casualty gainsBusiness casualty gains and depreciation recapture
IRS Cybersecurity Checklist
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Online
2.00 Credits
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Introduction to Ethics & Professional Skepticism
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Online
2.00 Credits
Code of Ethics for Professional Accountants Yellowbook Auditing
How to Double Your Firm's Revenue Through CFO and Advisory
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Virtual
1.00 Credits
The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.
Hot Topics Accounting Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.
The Role of Internal Control in the Risk-Based Audit
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Allison McLeod's Federal Tax Updates for Business Entities - 8 Hour
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Online
8.00 Credits
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Walter Haig's AICPA Auditing Standards Update
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Virtual
8.00 Credits
The major topics that will be covered in this class include:AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)The new SAS 145 risk assessment requirementsThe new SAS 134 as amended audit reportsHow to fulfill responsibility to detect fraud under AU-C Section 240How to help clients design, implement and maintain their internal controlsTroublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigationHow to perform profitable audits of Small- and medium-Sized Entities (SMEs)
Finding Errors in Excel Spreadsheets
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Love it or Leave It: Engagement and Retention at Work
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Ethical Values and Engagement and RetentionEnhancing Employee engagementStrategic/Intentional Actions to Enhance RetentionGeneration X
ChatGPT and Complex Financial and HR Conversations
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Tax Season Update for Individuals with Steve Dilley
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Virtual
4.00 Credits
The major topics covered in this class include:2024/25 legislative developments, cases and rulings impacting individual taxpayersChanges to Form 1040 and other related forms, worksheets and schedulesIndividual income items, itemized deductions and creditsUpdated tax rate schedule and other inflation adjusted itemsImplications for self-employed taxpayers of various legislationSection 199A changes, including use of carryforward passive activity and 199A lossesCapital gains and lossesPassive activity and hobby loss rules changes
Allison McLeod's Federal Tax Updates for Individuals - 8 Hour
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Online
8.00 Credits
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
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Online
8.00 Credits
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
1040 Tax Prep Automation with AI Tools
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.
Best Practices: Conducting Meaningful Walkthroughs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.
Monthly Federal Tax Updates - February 2026
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
