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CPE Catalog & Events

Showing 13319 All Events Results

GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)

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Online

2.00 Credits

Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87

Cost and Pricing Models: Boost Your Bottom Line

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Online

2.00 Credits

Cost Accounting Activity-based Costing

Exercise Your Ethics: Techniques to Improve Ethical Response

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.

Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules

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Virtual

2.00 Credits

529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax

2025 Accounting & Auditing Update

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Online

3.00 Credits

Accounting Standards Updates Auditing & Accounting Yellowbook

Operations Level Internal Control

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Virtual

4.00 Credits

The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change

Coaching the Next Generation of CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.

Taxation of Non-fungible Tokens (NFTs)

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Online

2.00 Credits

NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs

Budget Mastery: Process, Problems, and Solutions

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Online

2.00 Credits

Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)

Generative AI in Practice-Boost Efficiency and Profitability

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services 

Financial & Tax Accounting for Partnerships & LLCs

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Online

4.00 Credits

Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs

Common Audit and Financial Reporting Deficiencies in State and Local Governments

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Online

2.00 Credits

Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards

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 Implications of Retirement Plan Distributions

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0

Inventory Observation - Cretaceous Conservatory Simulation

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Online

3.00 Credits

Obsservation Auditing

Financial & Tax Accounting for S Corporations

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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

Internal Control Frameworks for Single Audit

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Online

1.00 Credits

COSO 2013 Update Yellowbook Accounting

Roadmap to Ethical Decision Making

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Online

2.00 Credits

Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence

Revenue Recognition in an Environment of Uncertainty

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Online

2.00 Credits

Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications 

What's Going on at the AICPA (2025)

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Online

6.00 Credits

EBP Audits Auditing AICPA