CPE Catalog & Events
ACPEN: Understanding the Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
ACPEN: Powerful Public Speaking
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Online
1.50 Credits
Communications
ACPEN: Businesses Receiving Government Assistance
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Online
2.00 Credits
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions
ACPEN: Mary Jane Hourani’s Federal Tax Update: Individual
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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 for individuals Practical application of tax law changes to individual scenarios
How Recent Auditing Standards Improve Risk-Based Audits
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in recent SASs
ACPEN: Cutting-Edge Estate and Financial Planning Trends
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Online
8.00 Credits
The latest legislative changes in estate and financial planning Expected changes in estate and gift tax exemptions and their impact Common client errors and risk mitigation strategies Domicile planning considerations in financial and tax strategy Charitable giving strategies under new tax rules Advanced use of split-interest trusts for tax and estate planning Best practices for IRA distribution planning with new tax implications
Get started with Power BI
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
ACPEN: Exploring the 10 Types of Leadership: Styles and Strategies for Success
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Online
1.00 Credits
Overview of ten distinct leadership styles Adapting leadership to different situations, teams, and organizational culture Characteristics, strengths, and limitations of various leadership style Self-reflection and identifying personal leadership tendencies Flexibility and adapting leadership approaches when circumstances change Strategies for team engagement and performance improvement
ACPEN: Awful Ethical Dilemmas – Bringing it to Life, featuring J. Michael Inzina and Don Minges
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Online
1.00 Credits
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
ACPEN: Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
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Online
2.00 Credits
Types of sampling and sampling risk Differentiating statistical and nonstatistical sampling approaches Attribute testing for tests of controls and compliance Variables sampling for substantive audit assurance when performing tests of details Determining sample sizes in a compliance audit in conformance with Uniform Guidance
ACPEN: Fraud and Financial Distortion: What May Be Hiding Behind the Numbers
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Online
2.00 Credits
Translating Financial Statements Back Into Operational Reality The Operational Plausibility Test Analytical Metrics That Reveal Hidden Distortion Common Operational Red Flags Case Studies: When Operations and Financial Results Don’t Match Practical Questions Every Financial Professional Should Ask
ACPEN: K2's Productivity Life Hacks
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Online
2.00 Credits
Using a Streamdeck for push button integration and automation Using tools such as Clockify or Rescue Time to gain insight on Easily install applications using Ninite on your Windows 10/11 device Improve data sharing between applications with Zapier, Power Automate, and others Connecting to multiple communication applications (e.g., Teams, Slack, etc.) at once with Rambox Using inbox rules and filters to automatically categorize and prioritize email
ChatGPT for Accountants: 50+ Use Cases
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Virtual
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
ACPEN: Inventory Observation - Cretaceous Conservatory Simulation
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Online
3.00 Credits
Obsservation Auditing
ACPEN: K2’s Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
Tax Depreciation: Review and Update
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
ACPEN: Section 174: New Rules for R&E and OBBA Update
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Online
1.00 Credits
Revised rules for tax years 2022-2024 How to change from amortizing R&E to immediately expensing R&E Analysis of the Revenue Procedure related to changes in accounting method Options available to change accounting methods Comprehensive example of how to make the accounting method change Distinction between R&E expense and R&E credit
ACPEN: Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 – 2 hrs
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Online
2.00 Credits
Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution
ACPEN: Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
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
ACPEN: Accounting for Construction Contractors
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Online
2.00 Credits
Overview of FASB ASC 910 AICPA guidance for construction contractors Industry specific accounting considerations Revenue recognition methods Percentage of completion method Completed contract method Contract modifications Contract costs and allocation Complex accounting issues in construction
