CPE Catalog & Events
Partnership Tax Updates (2025)
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Online
2.0 Credits
Member Price: $89

The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current IRS procedural updates for passthroughs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Generation-Skipping Transfer Tax 25-26
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Online
1.0 Credits
Member Price: $55

This advanced course is designed to complement the 4-part 706 Preparation Series and will discuss various aspects of the Generation-Skipping Transfer Tax.
International Tax Lunch Series May 2025
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Online
1.0 Credits
Member Price: $55

Join the Team from Hodgen Law for a monthly LIVE International tax-based presentation. Be sure to register for them all. April 2025 - Form 8858: When to File, What to Report May 2025 - Form 5472: When to File, What To Report June 2025 - Life After Expiration: Common Tax Issues July 2025 - Form 5471: The Section 962 Election August 2025 - Form 5471: Previously-Taxed Earnings & Profits (Schedules J, P) September 2025 - Form 3520: When to File, What to Report October 2025 - Form 3520-A: When to File, What to Report November 2025 - Pre-Expatriation Tax Planning to Minimize Exit Tax January 2026 - Pre-Residency Tax Planning February 2026 - Foreign Retirement Plans: Employees' Trusts, Grantor Trusts, or What? March 2026 - Portfolio Interest Loans for Real Estate Investments
Introduction to Forensic Data Analytics
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Online
2.0 Credits
Member Price: $79

In this introductory course, you'll learn the fundamentals of integrating forensic data analytics into your anti-fraud risk management program. We will cover key definitions, use cases, methodologies and some of the leading innovations and techniques driving this ever-evolving field of "finding hidden money."
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT
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Online
2.0 Credits
Member Price: $79

In this course, participants will learn about key trends and innovations impacting the field of forensic data analytics. From generative AI to ChatGPT, machine learning and transaction review, data sharing consortiums and cryptocurrency trends, this course is for the futurist who wants to be leading edge in compliance and anti-fraud technology innovation.
Take Command of your Time
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Online
2.0 Credits
Member Price: $89

Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Technology Trends Update for CPAs with John Higgins
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Online
4.0 Credits
Member Price: $149

Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will also cover provide an update on the current market for cloud based accounting / ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
KPI Bootcamp for Small Businesses
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Online
5.0 Credits
Member Price: $159

Running or advising a small business? KPI Bootcamp can help you quickly find and deploy the right KPIs to achieve your, or your client's, goals. Delivered by Bernie Smith, KPI specialist and overloaded small business owner, this course will help you quickly select a handful of powerful measures that apply to your business. The step-by-step approach helps you sharpen your objectives and select the right KPIs to drive growth and profit. Every one of the 412 included KPIs (as free PDF download for every participant) includes a full plain-English definition and also covers business benefits, case-study examples and practical tips.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.0 Credits
Member Price: $89

CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.0 Credits
Member Price: $89

This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2'S Supercharging Your Spreadsheet Collaboration
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Online
1.0 Credits
Member Price: $39

Collaboration is a key to productivity and success. But remote work can make collaboration more challenging, including collaborating on spreadsheets. Fortunately, tools such as portals with check-in/check-out capabilities, version control, comment tracking, and co-authoring can enable online spreadsheet collaboration. Further, Excel’s Inquire tool can facilitate spreadsheet collaboration in offline environments. Don’t let remote work hamper your spreadsheet collaboration needs! Participate in this session to learn how to collaborate on spreadsheets effectively from anywhere using tools you already own or license.
Cultural Transformation
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Online
1.0 Credits
Member Price: $55

This course provides a complete framework for transforming the culture in your organization. Key topics covered include: - What is organizational culture - A self assessment - Why culture matters - How to change your culture This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Employment Law 101
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Online
1.0 Credits
Member Price: $39

Review of the major employment laws governing the workplace, when they are triggered, and key compliance aspects under each law. This presentation is designed to give viewers enough information to issue spot when matters arise in the workplace.
Revenue Recognition - Allocate the Transaction Price
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Online
1.5 Credits
Member Price: $59

The updated revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry.
Benefits and Best Practices for Telework
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Online
2.0 Credits
Member Price: $79

Prior to the COVID-19 pandemic, telework in state and local government was not often embraced as a form of employment. As the pandemic continues, governments are beginning to experience the benefits of remote work and are reevaluating hiring practices to offer more telework and hybrid work options, not simply as a result of an emergency. This course will review various telework options and best practices for success.
Supporting Mental Wellness to Thrive in Work and Life
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Online
2.0 Credits
Member Price: $89

In today's fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You'll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication, and managing stress. Whether you're struggling with burnout, seeking better work-life harmony, or simply looking to improve your overall well-being, this course offers valuable insights and tools to help you thrive. Designed to fit into your busy schedule, it delivers the guidance you need to make practical, sustainable changes in your life, starting today. 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 Depreciation Rules for Bonus and Section 179 Expensing
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Online
2.0 Credits
Member Price: $99

The Tax Cuts and Jobs Act of 2017 has had a tremendous impact on commercial real estate, including liberalizing the depreciation provisions. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) included several provisions that allow taxpayers to revisit projects completed in earlier, more profitable years, and generate even more value. In this course, we will explore the impact of these important laws on commercial real estate owners and delve into what Accounting and Financial Professionals need to know. We'll also examine these opportunities to "turn back the clock," including the retroactive correction of QIP's recovery period and the option to revoke electing-out of the business interest limitation. Finally, we will review other strategies that are crucial parts of a comprehensive tax plan this year and will discuss a strategic hierarchy for employing those strategies most successfully. Relevant Rev. Procs. and multiple real-life case studies will be reviewed.
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
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Online
2.0 Credits
Member Price: $99

Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you.. What type of entity do I need to be? Is there really an advantage to choosing one entity type over the other? In this class, we will dig into the differences between entity types - from taxes to liability. We will also look at the advantages and disadvantages of different methods of accounting. Whether you are a small business owner looking to start something new or a practitioner looking to expand your client advisory services, this course is the one for you!
Estate & Trust Primer - Tax Staff Essentials
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Online
4.0 Credits
Member Price: $225

A comprehensive guide to estate planning and the taxation of trusts.
Talk This Way - Communication Skills for the CPA
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Online
2.0 Credits
Member Price: $89

Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.