CPE + Events Catalog
ACPEN Signature 2025: Annual Tax Update
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Online
8.0 Credits
Member Price: $250
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For practitioners, it’s a challenge to stay current or ahead of the curve! Change in the tax law is a virtual certainty and keeping up to date is always difficult. Congress is actively working on the extension of many provisions of the Tax Cuts and Jobs Act of 2017 scheduled to otherwise expire at the end of 2025. The President has also made additional tax proposals involving tax cuts and some increases. Various Congressmen have also introduced tax legislation. This ACPEN course will include a panel of national tax practitioners and experts reviewing the latest judicial, legislative and regulatory developments affecting individuals, corporations and other business entities. They will also give the latest updates on the legislative process and try to project future developments! Proposed changes will also affect your dealings with the IRS customer service personnel. The IRS is instituting a variety of new audit programs. More are announced regularly! The courts and the IRS continue to churn out rulings and decisions that affect your clients. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
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ACPEN Signature 2025: Financial Statement Preparation: Compilation and Review Update
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Online
8.0 Credits
Member Price: $250
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This course is designed to assist CPAs who perform financial statement preparation, compilation, or review engagements. Our panelists will provide an in-depth analysis of the SSARS and will provide practice tips that will assist you in performing profitable standard compliant engagements.
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Estate Planning Strategies: Advanced Techniques and Tools
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Online
8.0 Credits
Member Price: $245
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As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques, and the impact of recent tax law changes on estate and gift taxation. With a focus on real-world application, this course provides practical strategies for leveraging closely held stock, split-interest trusts, and life insurance in estate planning. Attendees will explore how to maximize tax benefits while ensuring compliance with changing regulations, ultimately helping clients achieve their financial and legacy goals. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
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Tax Season Update with Steve Dilley
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Online
8.0 Credits
Member Price: $225
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Gear up for tax season with Steve Dilley's annual update! This program provides an update to the latest tax developments, rules and regulations affecting both business and individual taxpayers, including a review and integration of 2024-25 legislation. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
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Retirement Planning: Next Stage for You or Your Client (2 hours)
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Online
2.0 Credits
Member Price: $89
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If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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ChatGPT and IRS Taxation Law Research (2 hours)
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Online
2.0 Credits
Member Price: $89
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The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Mission-Critical Leadership: How Smart Managers Lead Well in All Directions (2 hours) [NT]
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Online
2.0 Credits
Member Price: $79
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Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors and across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving and productive culture. This topic is based on Jon’s book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions.
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Forensic Accounting: When The Office Is A Crime Scene (4 hours)
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Online
4.0 Credits
Member Price: $149
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Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Capitalized Costs & Depreciation – Tax Staff Essentials (5.5 hours)
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Online
5.5 Credits
Member Price: $225
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Depreciation, amortization, and capitalization all play an essential role in accurate tax reporting.
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101 Tax Planning Ideas 25-26
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Online
8.0 Credits
Member Price: $329
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The need for individual tax planning has never been greater. With the 2024 elections and 2026 around the corner, individuals will look to their personal goals and the tax formula as they develop their plans. Exclusions from income, above-the-line deductions, and credits will play a critical role for the next two years, but the return of itemized deductions, exemption deductions, and higher tax rates is coming soon. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.
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Titans Annual Federal Tax Planning Individual Update 25-26
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Online
8.0 Credits
Member Price: $329
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Dive into an in-depth analysis of this year's pivotal changes in Federal and California tax law. Discover the latest legislation and stay informed on crucial IRS and FTB guidance. We cover key developments from the IRS, FTB, and courts, providing essential compliance and planning lessons gleaned from recent rulings. Prepare for the tax season by thoroughly reviewing due diligence considerations relevant to all new laws. Titans of Tax 2025 Lineup: Titans of Tax Mid-Year Update 2025 Titans Annual Federal Tax Planning Individual Update 25-26 Titans Annual Federal Tax Planning: Business & Estate Update 25-26
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Top 10 Things to Know About Estate Taxation & Planning 25-26
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Online
8.0 Credits
Member Price: $329
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Clients believe that estate planning is only for the wealthy who will owe Federal estate tax. This isn't the case. Perhaps as a result of the 2020 pandemic, estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques. Estate planning involves personal issues that affect everyone, whether or not the estate tax will apply. Learn strategies to pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy.
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U.S. GAAP Disclosures for Non-Public Entities 25-26
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Online
8.0 Credits
Member Price: $329
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Disclosure has never been more critical. This course covers the most commonly encountered U.S. GAAP disclosure requirements. The course is an overview of the FASB Accounting Standards Codification and its more significant disclosure requirements applicable to non-public entities. In addition to U.S. GAAP, the course includes discussion of disclosure requirements for financial statements prepared using a special purpose framework, e.g., tax basis.
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State & Local Tax Conference - Portland
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Portland
8.0 Credits
Member Price: $315
As tax laws continue to evolve, CPAs need to stay informed and proactive. The OSCPA's State & Local Tax Conference delivers the latest on legislative updates, case law, and compliance strategies for accounting professionals. Gain actionable insights from leading tax experts and build a network of peers facing similar challenges. Ensure your clients' success by mastering the complexities of state and local taxes. CLE-OR: Pending ApprovalCFP: Pending Approval A special thanks to the members of the State & Local Taxation Project Committee for developing the 2026 State & Local Tax Conference.
State & Local Tax Conference - Webcast
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Online
8.0 Credits
Member Price: $315
As tax laws continue to evolve, CPAs need to stay informed and proactive. The OSCPA's State & Local Tax Conference delivers the latest on legislative updates, case law, and compliance strategies for accounting professionals. Gain actionable insights from leading tax experts and build a network of peers facing similar challenges. Ensure your clients' success by mastering the complexities of state and local taxes. CLE-OR: Pending ApprovalCFP: Pending Approval A special thanks to the members of the State & Local Taxation Project Committee for developing the 2026 State & Local Tax Conference.
Ethical Intelligence for Artificial Intelligence (2 hours)
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Online
2.0 Credits
Member Price: $89
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Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention, and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting and provides suggested best practices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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FASB Update: What's New? January 2026 (1.5 hours)
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Online
1.5 Credits
Member Price: $55
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Stay current on FASB's activities, with this LIVE quarterly update. This course delivers an overview of Accounting Standards Updates (ASU) released over the past three months (up to the course delivery date) and addresses proposed ASUs issued and the deadline for comments. The course also covers changes to the FASB Workplan. Be sure to register for all of these updates: FASB Update: What's New? July 2025 FASB Update: What's New? October 2025 FASB Update: What's New? January 2026 FASB Update: What's New? April 2026
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2025 Governmental GAAP Update: Navigating GASB Standards (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course begins with a look at the GASB standards effective this year, including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We'll include practical application of the topics in the form of case studies. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Taxation of Judgements and Settlements (2.4 hours)
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Online
2.4 Credits
Member Price: $79
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In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
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Fraud Case Studies: 21st Century Professional Misbehavior (4 hours)
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Online
4.0 Credits
Member Price: $149
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Savvy accountants pay attention to fraud trends so they can implement preventive and/or detective controls. This course examines novel frauds to explore potential mitigation measures. Participants will see how selected frauds were accomplished so they can consider internal controls that could have foiled the fraudsters' nefarious efforts. We examine broad ethical considerations and specific provisions of the AICPA Code of Professional Conduct. Along the way, we consider dramatic details of several fraud cases to illustrate practical applications that accountants can apply in their professional endeavors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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