CPE Catalog & Events

Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence. Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, You'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience.

Your brand isn't just a logo; it'syour identity. It'show your firm shows up, what it stands for, and why clients remember you. In this practical session, You'll learn how to define and elevate your brand in a way that feels real, relevant, and magnetic to your ideal audience. Through real-world examples and proven strategies, You'll uncover what truly sets your firm apart; and how to use that to attract the right clients, communicate your value, and stand out in a crowded market. Whether you're just starting to think about branding or ready to take it to the next level, this session will give you the clarity and confidence to own your story. You'll learn how to: Discover and refine what makes your firm different Build messaging that reflects your values and resonates with clients Create an authentic brand experience across every touchpoint Attract the right prospects and keep them engaged Perfect for CPAs looking to build a brand that'snot just seen, but remembered. This session was recorded on April 17, 2025 for CalCPA'sPractice Management Bootcamp conference.

In this course, You'll deepen your understanding of core cybersecurity principles, risks, and threats; and see why a strong, executive-led cybersecurity program is vital for nonprofits. Discover why NFPs can face even greater cybersecurity challenges than for-profits, and learn how to strengthen your organization'scybersecurity maturity with proven frameworks. As cyber incidents become more common, You'll also gain practical best practices for response and recovery, including how to build an effective incident response plan. Your presenters - cybersecurity experts from SingerLewak'sBusiness Informatics practice - draw on decades of experience in cybersecurity, information systems, internal controls, and incident response. This session was recorded on May 29, 2025 for CalCPA'sNot-for-Profit Organizations Conference.

Build a financial planning playbook that works. This course shows you how to design a turnkey system for tackling real client challenges - from insurance and investments to taxes, retirement, and estate planning. You'll learn how to navigate tough decisions, develop practical solutions, and deliver high-impact PFP services across major accounting areas. Walk away with a ready-to-use framework tailored for business owners, high earners, Boomers, new retirees, and clients facing major life shifts.

This course offers a comprehensive and practical framework for CPAs and financial professionals involved in forensic accounting and expert witness testimony. You'll gain insights into the two essential foundations for litigation success: (1) Crafting a defensible expert opinion using the FARC Methodology (Facts, Assumptions, Rationale, Conclusion) and (2) Organizing the expert file to withstand rigorous cross-examination. The program integrates analytical creativity with disciplined documentation practices, equipping attendees to effectively defend their conclusions in court.We'll explore real-world examples, litigation strategies, and best practices to enhance your professional credibility and courtroom performance.

At the end of this module, participants will be able to differentiate between different forms of broad-based employee ownership and understand the role of the Employee Ownership Advisor. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. This course is offered in partnership with Project Equity.

At the end of this module, participants will be able to assess the potential benefits of employee ownership for their business clients, apply criteria to recommend the most suitable employee ownership form considering costs, timelines, and resources, utilize financial analysis techniques to evaluate debt capacity in employee-owned businesses, measure the impact of employee ownership on company performance, and effectively communicate the financial advantages of employee ownership to clients.

At the end of this module, participants will be able to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the submission process, explore various funding sources, and identify the types of financing required for partial or partial onramp to full conversion in employee-owned businesses.

At the end of this module, participants will be able to ensure adherence to compliance and legal obligations concerning employee ownership, navigate the documentation and regulatory filings specific to different employee ownership forms, and establish mechanisms for maintaining ongoing legal compliance in employee-owned businesses.

At the end of this module, participants will be able to create a comprehensive implementation plan for employee ownership, incorporating strategies for investing in education and fostering a supportive organizational culture, effectively communicating the transition process to employees and stakeholders, and providing continuous support and guidance to businesses operating under employee ownership.

"Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course - there is even a quick review of immediate postmortem death tax planning and filling out Form 706.

This foundational course provides essential strategies and tactics for CPAs and financial professionals serving as expert witnesses in depositions. Led by Brian Peter Brinig, JD, CPA/ABV, ASA - an experienced forensic expert with over 600 depositions and 300 trial appearances - the course outlines the expert's ethical and professional responsibilities, the civil discovery process, and the critical role of depositions in litigation. You'll learn the difference between percipient and expert witnesses, understand the legal framework of opinion evidence, and gain actionable guidance on preparing for and performing effectively in depositions. Key content includes the "Ten Commandments for Expert Testimony," strategic insights into the adversarial nature of litigation, and how to avoid common pitfalls that can undermine credibility. By the end of the course, You'll be equipped with the tools to protect your professional opinions, remain composed under pressure, and navigate depositions with integrity and precision.

We are all getting older and the need for effective retirement planning has never been greater. If your wish to attain a comfortable retirement for yourself and your clients by maximizing tax saving strategies, this course is essential. Retirement income needs are calculated, net after tax social security benefits are determined, and distribution options from IRAs and retirement plans are explored. Topics covered include life insurance, annuities, and buy-sell agreements as well as estate and eldercare planning. Special consideration is given to the tax treatment of the home and business on retirement.

This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles.

To excel as a tax practitioner in an increasingly global marketplace, you must familiarize yourself with the preparation of tax forms for clients conducting foreign transactions or with assets in international accounts. Gain a thorough understanding of foreign information return reporting requirements and valuable techniques to determine whether or not your clients may encounter foreign income tax problems. Attain a working knowledge of IRS and Department of Treasury foreign information returns to represent clients and comply with Circular 230 effectively. All essential concepts will be discussed in light of the resurrected IRS foreign voluntary disclosure program, which reduces the foreign information return burden.

Unleash Your Inner Fraud Fighter with the Fraud Scheme Hunt! Become a crack fraud investigator with Red Flag Mania's Fraud Scheme Hunt , an immersive self-study program designed for professionals like you. Sharpen your investigative instincts as you hunt down perpetrators and unravel the mysteries behind cunning fraud schemes. This program will take you on a thrilling evidential trail, where You'll learn to: Classify fraud schemes like a pro: Develop a keen eye for identifying different types of fraud, so you can spot them before they strike. Unmask fraudulent disbursements: Trace the ill-gotten gains and understand how fraudsters steal your hard-earned money. Master the art of bank reconciliations: Ensure your financial records are squeaky clean and identify discrepancies that could signal fraud. Produced by the learning experts at Red Flag Mania, this program is your one-stop shop for mastering ethical decisions, fraud detection and prevention.Don't wait for fraud to strike - equip yourself with the knowledge and skills to become a fraud-fighting champion! This course is produced by Red Flag Mania. Want the full experience? Purchase the When We Prey Bundle.

Every CPA firm needs a succession plan - whether that means selling your practice, merging, or simply having a clear exit strategy to protect client relationships and ensure a smooth handoff of firm operations. Succession isn't just a future concern?it'sa business essential. Join us for a focused webinar designed specifically for CPAs looking to prepare their practice for transition. Whether you're years away or actively planning your exit, this session will give you the insights and tools to move forward with confidence.We'll walk through current market trends and firm valuation strategies so you can understand what your practice is really worth. You'll learn what buyers are looking for - including how private equity is shaping the landscape - and what you need to do now to make your firm more attractive.We'll also explore tax implications, seller financing options, and the financial documentation that can make or break a deal. Beyond the numbers,We'll cover common pitfalls to avoid, key elements of business continuity planning, and how staffing decisions impact your succession timeline. This session is built to help you protect the legacy you've worked so hard to build - and position your firm for a smart, seamless next chapter.