CPE Catalog & Events
Introduction to Governmental Budgeting
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:The basics of governmental budgeting.Common steps and timeline of the budget process.What, when and how we should be monitoring the budget throughout the year.How long-term budgets fit in with the annual budget process.
ACPEN: The Power of a Good Story!
-
Online
4.00 Credits
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
How to Audit Expenses & Payables
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:The basics of auditing expenses.Accrued liabilities and other payables.Relates audit assertions, risks, and threats to the expenses and payables balances.Substantive auditing procedures to peform.
ACPEN: An In-Depth Understanding of the Generation Skipping Transfer Tax
-
Online
2.00 Credits
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709
ACPEN: HR Investigations – Episode 2 – Interview Techniques
-
Online
2.00 Credits
Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results
ACPEN: Metrics Which Every CFO, Controller and CPA Advisor Should Know
-
Online
2.00 Credits
Overview of financial metrics Ratios versus key performance indicators Purpose and use of metrics Balance sheet metrics Cash flow and liquidity metrics Profitability metrics Operational metrics Use of metrics in analysis
ACPEN: K2’s Mastering Advanced Excel Functions
-
Online
4.00 Credits
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
ACPEN: Comprehensive Estate Planning: Administration & Postmortem Strategies
-
Online
8.00 Credits
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
ACPEN: Understanding the 4 W's in Budgeting: Who, What, When, and Which?
-
Online
2.00 Credits
Auditing & Accounting Yellowbook Budget Process
ACPEN: S Corporation Essentials: Stock & Loan Basis Reporting
-
Online
2.00 Credits
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions
ACPEN: Ethical Practices and Responsibilities Under Circular 230
-
Online
2.00 Credits
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230
ACPEN: K2’s Collaboration – Best Platforms And Practices
-
Online
2.00 Credits
The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools
ACPEN: Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
-
Online
2.00 Credits
Who is your customer? What is solution-based planning for customer value? Recognizing internal customers (e.g., departments served by finance) Exploring profitability differences between customers with similar revenue Creating and sustaining a customer value pyramid
ACPEN: Taxation of Business Entities
-
Online
2.50 Credits
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
ACPEN: Common Yellow Book & Single Audit Deficiencies
-
Online
4.00 Credits
Common peer review deficiencies in Yellow Book engagements Common peer review deficiencies in Single Audit engagements Yellow Book requirements (independence, CPE, reporting) Single Audit compliance requirements Internal controls over compliance Compliance testing and major program determination Root causes of audit deficiencies and prevention strategies
ACPEN: S Corporation Essentials: Review & Update
-
Online
4.00 Credits
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions
ACPEN: 1065 – Understanding Partnerships Tax Returns
-
Online
2.00 Credits
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
ACPEN: K2’s Top PDF Features You Should Know
-
Online
4.00 Credits
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
ACPEN: Cash Management: Strategies for Long-Term Success
-
Online
2.00 Credits
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Don Farmer's 2026 Federal Tax Update
-
Virtual
8.00 Credits
* Key legislative and inflationary updates, including provisions of the 2025 federal tax legislation effective in 2026 for individuals and businesses. * Developments in retirement and employee benefits, estate and gift tax, digital assets, and disaster relief. * Planning for 2026 and beyond. * Practitioner issues, including changes to IRS procedures and the use of artificial intelligence (AI). * Specialized areas of tax practice, including syndicated conservation easements and SECA tax for limited partners.
