CPE Catalog & Events
S Corporations: Calculating Shareholder Basis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
Tax Practice Quarterly: 2025 Future-Focused Tax Practice
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Virtual
2.00 Credits
Tax practice management Staff management strategies Billing and client service strategies
AHI: AI for Accountants - Practical Applications
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Virtual
2.00 Credits
AI in Accounting and Auditing
Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto
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Virtual
2.00 Credits
Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?
About the TIGTA: Who Watches the IRS?
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Virtual
2.00 Credits
Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system
Business Consulting for CPAs
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Online
4.00 Credits
What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Mental Health Awareness
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Business Management Organization
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Online
4.20 Credits
Business Management Organization
Consulting Services Secrets
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Online
1.00 Credits
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
Emotional Intelligence
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Online
1.00 Credits
Emotions Relationships
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
5 Steps to Cultivate a Values-Based Approach to Governance
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Online
1.20 Credits
Employee engagement Values-based governance Organizational culture Employee relations
Maintaining a Harmonious Working Environment
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Online
1.20 Credits
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
Cryptocurrency 15 Years Later - A Market Update
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Update on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation regulationsThe technology behind cryptocurrency - Proof of stake, Layer 2, wallets and moreBlockchain technology update
ChatGPT and Advanced Accounting Research
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
COSO's Internal Control Framework Essentials
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Virtual
3.50 Credits
Components and principles of internal control Concepts associated with the COSO framework Management responsibilities versus auditor responsibilities Common significant accounting processes Tools and techniques used for internal control documentation
Leases: Mastering the New FASB Requirements
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Virtual
8.00 Credits
Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions Presentation and disclosure requirements
S Corporations: Comprehensive walk through of Form 1120S
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Virtual
8.00 Credits
The major topics that will be covered in this course include:Subchapter S status election and compliance requirementsRelief for late Form 2553 filings under Rev. Proc. 2022-19Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3I.R.C. §1361 and §1362 analysis for S Corporation electionsCorporate governance and formalities complianceShareholder stock and debt basis rulesBuilt-in capital gains and other aspects of Form 1120SSchedules K-1, K-2, and K-3 preparation and reporting requirementsOfficer reasonable compensation: requirements, advisory strategies, and audit defensesS Corporation eligibility errors and corrective measures
