CPE + Events Catalog
Managing Current Fraud Trends in a Shifting Environment
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Online
8.0 Credits
Member Price: $239
As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The CFO Who Went to Prison (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua's story and covers how and why executives with high annual incomes make short-sighted decisions that can cost them their job and freedom. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Hiring New Workers and Payroll Taxes (2 hours)
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Online
2.0 Credits
Member Price: $99
When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners, this can be a source of anxiety. They often wonder if they have everything they need. They also hear horror stories about potential IRS penalties for not having all of the boxes checked. In this course, we will explore the payroll compliance side of hiring new employees. From the alphabet soup of forms that need to be filled out to the initial payroll tax forms, we have you covered if you are a new practitioner or new business owner. We will even discuss the surprisingly difficult-to-navigate world of unemployment insurance.
Surgent's What Tax Practitioners Need to Know About Medicare (2 hours)
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Online
2.0 Credits
Member Price: $99
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs (4 hours) [NT]
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Online
4.0 Credits
Member Price: $129
The Accountant role is evolving from data aggregation to knowledge extraction, with a significant emphasis on understanding and leveraging technological advancements. In this era of rapid digital transformation, it is crucial for accountants to grasp the shift towards more analytical roles, learn the tools, and integrate Business Intelligence (BI) and Data Analytics (DA) in their organization and daily practices. This course will focus on raising the accountant's awareness of BI and DA practices, the impact of AI technologies like ChatGPT, and how these can benefit their organization. By embracing these technologies, accountants can enhance their value proposition by transitioning from traditional accounting roles to becoming strategic advisors and decision-makers.
Ethics – A Line in the Sand; Implications for Daily Business (4.2 hours) [NT]
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Online
4.0 Credits
Member Price: $129
Ethical behavior continues to be a problem in society and even in the CPA ranks. "Ethics - A Line in the Sand" looks at the behavioral issues that influence how CPA's act. The course will address why individuals make ethical blunders, the state of ethical conduct in business organizations, the relationship between strong cultures, policy and procedures and successful ethical work environments. In addition, the course will highlight the one behavior to watch for as an indicator of potential ethical violations.
2024 Business Federal Tax Update
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Online
8.0 Credits
Member Price: $225
Get ready to elevate your tax game with the 2025 Business Tax Update, designed exclusively for tax practitioners looking to sharpen their skills in business income taxation. This course doesn't just scratch the surface – it thoroughly explores the complexities of the tax code, ensuring you're equipped to navigate the ever-evolving tax landscape with confidence. From recent legislative updates to complex tax considerations like COVID-19-related subsidies, this course covers it all. Gain practical strategies and insights that you can immediately apply to assist your clients in optimizing their business income tax planning. Don't miss this opportunity to stay ahead in business taxation and enhance your expertise in a rapidly changing regulatory environment. With a focus on real-world application and comprehensive exploration of essential topics, the 2025 Business Tax Update promises to be a game-changer for your tax practice. Whether you're dealing with partnership, corporation, or LLC taxation issues, this course provides precise guidance tailored to diverse business clients. Plus, you'll gain invaluable insights into recent legislative changes, including their implications on tax code sections like Section 199A. Stay at the forefront of business taxation and ensure you're delivering top-notch advice to your clients by enrolling in this essential course today. **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.
2024 Single Audit Update (2 hours)
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Online
2.0 Credits
Member Price: $89
This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits, as well as, the changes to the Uniform Guidance. We will also review common audit deficiencies found in Single Audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (1 hour)
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Online
1.0 Credits
Member Price: $39
Clients are living longer. Not only does that present challenges to the work we do with them to make sure that their money lasts, but it also brings into play additional issues and challenges that we may not have had to tackle in the past. How do we plan for where clients will live (possibly as solo agers)? How do we deal with issues of diminished capacity? How do we plan for long term care and end of life issues? How do we have complicated family conversations? How do we make sure that our clients have their best long lives possible both financially and otherwise? Find out in this session where we will present tools you can use with clients to engage them in the planning process.
2024 SAS 145: Modern Risk-Based Auditing (2 hours)
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Online
2.0 Credits
Member Price: $79
This program provides in-depth coverage of SAS 145, a major standard that helps auditors enhance risk assessment procedures through improved techniques for identifying and assessing risks of material misstatement. This session is essential for CPAs that perform audits. The discussion will also be insightful for auditees and other professionals who want to maintain awareness of current auditing guidance.
2024 Individual Tax Update with Steve Dilley (2 hours)
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Online
2.0 Credits
Member Price: $79
This course addresses the most recent legislative developments impacting individual taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. **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.
Implementation of AICPA Quality Management Standards 2024 (4 hours)
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Online
4.0 Credits
Member Price: $159
In June 2022, the AICPA Auditing Standards Board (ASB) issued three interrelated standards on quality management (collectively, the QM standards). The new QM standards represent a significant change in how CPA firms will approach audit and attestation quality in the future, moving from a policies-based approach to a risk-based approach. The new standards will affect every firm that performs engagements in accordance with the SASs, SSARSs and SSAEs. Implementation of these new standards is required by Dec. 15, 2025. The key changes brought about by the new standards are: A new risk-based approach, incorporating a risk assessment process driving firms to focus on quality management tailored to their circumstances Revised components of the system of quality management-two new components, including information and communication More robust leadership and governance requirements Enhanced monitoring and remediation processes New requirements for networks and service providers The new standards require firms to determine their quality management risks, to determine the root cause for the identified risk,; and to develop responses to eliminate the identified risks and avoid non-performance
Tax Planning-Buying and Selling S Corporations 2024 (4 hours)
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Online
4.0 Credits
Member Price: $159
Buying or selling an interest in a closely held corporate business is an important transaction. CPAs must be prepared to fully consider the unique tax characteristics of an S corporation to advise their clients, whether sellers or buyers. We'll consider buyer and seller perspectives, relevant law, tax planning opportunities, pitfalls to avoid and necessary compliance issues. Review rules related to determining the stock basis of an S corporation, treatment of suspended losses, distributions, accumulated adjustment accounts, the built-in gain tax, excess net passive income tax, allocation of income and losses related to changes in ownership of an S Corp, and tax treatment of S corporation terminations. Finally, consider different tax consequences of asset and stock sales, including Sect. 338 and 336(e) elections.
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 2024 (4 hours)
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Online
4.0 Credits
Member Price: $159
Meet the ethics requirement while addressing significant changes in the statutory and regulatory standards that govern tax practitioners. We'll explore rules that govern professional conduct in tax practice, including responsibilities to advise clients on tax positions and related penalty avoidance. Portions of course materials are from Kip Dellinger's Practical Guide to Federal Tax Practice Standards (CCH).
Enterprise-Wide Risk Management in Accounting and Finance (4 hours)
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Online
4.0 Credits
Member Price: $149
Organizations are challenged with identifying, evaluating, and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Comprehensive Pass-Through Owners' Basis and Distribution Rules 2024
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Online
8.0 Credits
Member Price: $299
Pass-throughs (S corporations and Partnerships) are the most popular choice of newly formed business entities. However, for years, taxpayers and their preparers have struggled to calculate, update, and maintain the pass-through entity owners' tax basis information in each investment correctly. Calculating and accounting for tax basis and adequately reporting the impact of operating and liquidating distributions for these entities are among the most frequently cited audit deficiencies. Taxpayers have also misapplied the tax rules when calculating the gain or loss from the sale of the interest. Recently, the IRS initiated enforcement initiatives designed to audit owners of pass-through entities regarding their calculations of tax basis and their tax treatment of distributions. This course will teach you how to properly account for both items for your clients who own an interest in a partnership or an S-corporation. Learn to identify the most common mistakes and errors and report these items correctly before your client is audited.
Audit 405: Designing Internal Controls for Smaller Entities (2 hours)
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Online
2.0 Credits
Member Price: $89
Internal Controls to Mitigate Financial Reporting Risk - Designing Stronger Internal Controls for Small or Mid-Size Entities provide practical analysis and tips for how a reporting entity can manage financial reporting risk in an effective and efficient way. Internal controls are applied within an organization to satisfy objectives related to operations, compliance, and financial reporting. This module will also differentiate the auditor's responsibilities for internal controls under Sarbanes Oxley, Government Auditing Standards and Single Audit Act requirements. Note: This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for designing or evaluating the design of internal controls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Consulting Services Secrets (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
Award winning discussion leader Mark Hugh discusses how to create and capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables, and effective marketplace marketing strategies.
Leadershift Ethics: Things Must Change! (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
With the rapid pace of change, change now happens daily in business and our personal lives. It can be difficult to navigate change when right and wrong get a bit fuzzy. New processes, new technology, new circumstances and new impacts to people must be measured and decisions made as the change evolves. Change always becomes something different than what was originally planned or imagined. In this session, learn how to measure your ethics through change. You will learn how to filter everything you do during change through a simple litmus test. Through the power of story, you will learn from the lessons of other organizations and their ethical mistakes. Lastly, you will take away what is required to manage yourself so that when ethical decisions arise, you have the mental capacity to manage through it well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2024 (1 hour)
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Online
1.0 Credits
Member Price: $49
This introductory course provides a clear, concise, step-by-step example of the fundamentals of how to import data into Alteryx, how to select and configure its tools to transform that data according to your needs, and how to export the cleaned-up version to an Excel workbook for further CPA-related calculations. It also introduces those new to Alteryx to frequently used technical terms and concepts, and how you can use Alteryx as a powerful complement to Excel to turbocharge your ability to produce CPA work products. In addition, this course covers the purposes and functionality of the various sections of Alteryx's main screen, including the Canvas, the Tool Palette, the Configuration Window, and the Results window. This and other foundational knowledge taught in the course will increase your ability to confidently and expertly use the program's software tools. Finally, this course shares numerous insights and commentary that pertain directly to CPAs and the kind of work we do. If you've wanted to learn about Alteryx and how it can boost your productivity and advance your career, this course is for you!