CPE Catalog & Events
ACPEN: What's Going on at the FASB (2026/27)
-
Online
2.00 Credits
Recent and upcoming FASB standard-setting activity Accounting Standards Updates (ASUs) effective for December 31, 2026 year-ends Impact of ASUs on public, private, and not-for-profit entities ASUs with future effective dates Exposure drafts and proposed standards
ACPEN: Financial & Tax Accounting for S Corporations
-
Online
4.00 Credits
Review of the AICPA "small&" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for the S corporation shareholder equity account Financial vs. tax accounting for loans to and from S corporations and their shareholders
ACPEN: Managerial Accounting: Your Prescription for Better Decision Making
-
Online
4.00 Credits
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
From Numbers to Narratives: Mastering Data Analysis for CPAs
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:The Evolving Role of CPAs in a Data-Driven WorldWhy Data Analysis Matters for CPAsKey Data Analysis Skills and Concepts for CPAsLeveraging Microsoft 365 Tools for Data AnalysisBuilding a Data Analytics Mindset
ACPEN: SECURE Act 2.0: What You Need to Know
-
Online
1.00 Credits
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
ACPEN: Coaching Leaders to Handle Sensitive Employee Relations Situations
-
Online
1.20 Credits
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Individual Tax Update: OBBA and Recent Developments
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
ACPEN: Expand Your Analytical Toolbox More Tools for Success
-
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
ACPEN: Mary Jane Hourani’s Federal Tax Update: Business
-
Online
4.00 Credits
Recent federal tax legislation and proposed changes IRS regulations, rulings, and procedural updates Recent tax-related court cases Application of deductions, credits, and tax benefits Practical application of tax law changes to business scenarios
ACPEN: Creative Strategies for Buying, Selling, or Gifting a Business
-
Online
8.00 Credits
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
How to Audit Accounting Estimates
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Procedures to test the process used by management to develop estimates.Common examples of accounting estimates that are included in the financial statements.Updated requirements in SAS 143.
ACPEN: Balancing Employee and Employer Rights
-
Online
1.00 Credits
Customary management functions Delegation of authority Implementing changes in terms of employment Fundamental duties owed to employer
ACPEN: Preparing for & Conducting Discharge Meetings
-
Online
1.00 Credits
Issues to be evaluated pre-discharge Off-site/off work-misconduct Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
ACPEN: K2’s Advanced Topics In Power BI
-
Online
2.00 Credits
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
ACPEN: How to Choose the Right Business Entity for Your Client
-
Online
2.00 Credits
Recent tax legislation and developments related to choice of entity - such as sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election; Corporate tax rate to individual tax rate comparison examples Other related topics
ACPEN: Taxation of the Cannabis Industry
-
Online
2.00 Credits
Historical context of U.S. taxation Industrial hemp vs. marijuana Income definitions under I.R.C. §61 Tax code restrictions: §280E and §471 State-specific marijuana laws Cash management in cannabis businesses Federal court case analysis
ACPEN: K2's Building Future-Ready Businesses
-
Online
2.00 Credits
Technology Infrastructure Assessment Through Organizational Case Studies Practical Implementation Strategies for Hardware and Software Solutions Change Management Techniques for Remote and In-Office Teams
ACPEN: Fraud Assessment for Small and Medium Sized Businesses
-
Online
4.00 Credits
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
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
Yellow Book Ethics
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
