CPE Catalog & Events

All your CPE at credits as low as $18.98 per hour. Through June 30, 2027, earn the credit hours you need for an entire year at one low price with the CPE PowerPass. The PowerPass gives you the freedom to pick from hundreds of exam-free Webcasts displaying the PowerPass logo. Choose the 40-hour option for the best value! PowerPass combines travel-free, online CPE featuring live Q&A with experts — all at an incredible discount. PowerPass participants can view their usage, upcoming registrations and remaining hours in My FICPA/My CPE. Credits must be used or courses registered for prior to June 30th of the same membership year. The FICPA Florida-approved Ethics course is not included in Powerpass. Note:  Only 1 PowerPass can be purchased per membership year.  Please call Member Services if you would like to add additional credit hours to your existing PowerPass! Add to Cart and then choose the 25 or 40 hour option.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Rental real estate continues to offer significant tax planning opportunities, but navigating the complex rules governing rental activities requires a thorough understanding of income reporting, deductions, depreciation, passive activity limitations, and property dispositions. In this practical course, tax educator Don Farmer examines the key tax concepts and strategies associated with owning, operating, and disposing of rental properties. Participants will gain a comprehensive understanding of how rental real estate activities are taxed, including the treatment of rental income and expenses, depreciation methods, at-risk and passive activity rules, qualified business income considerations, and critical recordkeeping requirements. The course also explores tax planning opportunities available to rental property owners, common compliance challenges, and strategies for maximizing after-tax returns while maintaining compliance with current tax law. Through real-world examples and case studies, attendees will learn how to identify tax-saving opportunities, avoid common reporting errors, and confidently advise clients and stakeholders on rental property taxation issues.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Specifically tailored for practitioners who do not perform audits, but provide other attest and non-attest services t small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and review standards, as well as other professional guidance impacting small and medium-sized accountants. The course uses practical examples and illustrations to help you understand and apply the matieral in practice.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Specifically designed for preparation, compilation and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22–27 by the AICPA’s Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance.Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation and review engagements.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Develop your soft skills in training courses that benefit both the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

You already know how 2027 goes if nothing changes. Season runs you over. June was supposed to be the month you caught up and it never is. Somewhere around October you look up and the client list is longer, the hours are longer, and the number at the bottom looks a lot like last year's. Selling hours is what caps you, and you set the cap yourself. Get better at the work and the same job pays less. Add clients and the first thing to go is the time you needed to run the business. Effort does not fix that math. Read that again. The practice will not collapse, and that is exactly the problem. It keeps running just well enough to take your weekends and the years you swore you would spend somewhere else. Nobody sends a warning letter. You wake up five years older, working the identical week. The practices that got out went after the structure of the business: what they charge, who they accept, and where next year's work comes from. Same tax code. Same clients available to everybody. Different build. Three days in Orlando is where you do that work on your own numbers, with forty people in the room doing it beside you. You go home with a fee schedule you can say out loud, a screen for the front door, and next year's marketing already on the calendar. That is the part a binder full of notes has never once given you. Four questions worth sitting with Are you still billing by the hour for work that saves somebody their house? Do you know, to the dollar, what each client costs you to serve, and which ones cost more than they pay? How many people on your calendar would you turn down if they called you today? Is there a written marketing plan for 2027 somewhere, or is there a hope? Answer those four out loud. They will be the same answers next November unless something in the practice changes between now and then, and YOU are the only person who can make that call. November 17 to 19, Orlando. Forty seats (Many are already gone). Space is limited! This course is NASBA approved.  

*** Use BUNDLE15 to save 15% off when you register for two or more in the Corporate Finance Series *** This course examines how and why employees commit fraud. It covers relevant statistics from the ACFE Occupational Fraud 2026: A Report to the Nations, the psychology behind occupational fraud, how to prevent and detect fraud, and case studies involving employee fraud. 

*** Use BUNDLE15 to save 15% off when you register for two or more in the Corporate Finance Series *** This presentation addresses cybersecurity and potential data loss through the lens of enterprise risk, financial exposure, and organizational resilience. Designed for corporate finance executives, it focuses on how cyber threats impact the organization and what leaders can do to protect their people, data, and balance sheet. Participants will gain a practical understanding of how threat actors identify and exploit vulnerabilities, the most common pathways to data loss, and the financial and operational consequences of a breach. In addition, the presentation highlights the role of strong IT governance and internal controls, with real-world examples of how effective technology controls reduce risk across the organization. Emphasis is placed on aligning cybersecurity investments with business objectives, reinforcing accountability, and ensuring protection throughout the organization. While IT teams play a critical role, effective cyber defense requires leadership engagement from across the organization. CFOs and other finance leaders will leave with a clearer understanding of why the risks exist, their role in overseeing risk, strengthening controls, and helping the organization operate securely in an increasingly complex threat landscape.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Tax Resolution Academy® seminars are the premier taxpayer representation events in the country. Since 2015, thousands of tax professionals have attended our tax resolution boot camps to maximize the practical knowledge that truly allows them to serve their clients and build better tax firms.In this immersive program, you and all our attendees will take a "deep dive" into the core principles of resolving individual IRS liabilities, including a structured approach to representation work and the exam and collections strategies that will apply to over 90% of all representation cases you'll work!A working, four-afternoon boot camp on IRS collections representation for CPAs, EAs and attorneys. Attendees learn the representation mechanics most practitioners never get formal training on: intake, the IRS financial analysis on Form 433-A against the Collection Financial Standards, the resolution pathways (installment agreements, Currently Not Collectible status, offers in compromise and Appeals), and how to scope and quote the engagement. Same material as the two-day in-person bootcamp, delivered in four four-hour live blocks. This course is NASBA approved.  

*** Save 15% on this event when you use the code SAVE15 at checkout *** The ultimate objective of a financial statement audit is to issue the independent auditor’s report. Reviews and preparations are different. This course discusses the review and preparation process, introduces key elements of financial statements, and provides best practices for auditors who either prepare or review the client’s financial statements. Most CPA firms perform some level of compilation and review engagements, and some perform engagements under attestation standards. This course provides a deep dive into the most frequently missed issues in compilations and reviews engagements. We will also focus on attestation engagements and the various types of engagements a CPA can perform.

*** Save 15% on this event when you use the code SAVE15 at checkout **This course is designed for the accounting and auditing professional who provides attestation services to small and mid-sized businesses. The course reviews recent standard-setting activities of the Financial Accounting Standards Board (FASB) and the AICPA, specifically focusing on those standards having the most significant impact on closely held non-public business entities. The course also discusses adopting the latest audit standards.  

*** Save 15% on this event when you use the code SAVE15 at checkout *** Name, image and likeness opportunities are creating new tax challenges for college and high school athletes and the professionals who advise them. Navigate the federal, state and local tax implications of NIL arrangements, revenue-sharing payments, endorsements, appearances and other income-generating activities. Examine income reporting requirements, deductible business expenses, estimated tax obligations and entity structure considerations that can affect an athlete’s tax position. Explore multistate filing requirements, income-sourcing issues and "jock tax" considerations, along with unique concerns facing international student-athletes. Gain practical planning strategies to help athletes and their families manage compliance and make informed tax decisions.   Speaker: Ben Cahill, CPA, MBT - CliftonLarsonAllen LLP (CLA) Ben Cahill, CPA, MBT, leads CLA's professional and college sports practice, which serves more than 400 current and retired professional athletes and coaches. Ben joined CLA in 2011 and has more than 10 years of experience working with professional and collegiate athletes.

*** Save 15% on this event when you use the code SAVE15 at checkout *** The benefits and related risks of utilizing new technology have never been greater for those in the accounting profession. From artificial intelligence (AI), robotic process automation (RPA) and audit data analytics (ADA) to cloud-based software solutions and generative AI platforms like ChatGPT, the business technology landscape is evolving at an unprecedented pace. Accordingly, accounting professionals must proactively adapt to these changes, with a strong grasp of both the benefits and the risks associated with these tools. In this course, we’ll explore key trends, including the practical applications of generative AI tools like ChatGPT, and focus on cybersecurity risks and best practices that will allow accounting professionals to help our clients navigate these exciting but challenging times. In addition, we’ll review the relevant guidance on audit evidence found in SAS 142, which guides the use of technology on our professional engagements.

*** Use BUNDLE15 to save 15% off when you register for two or more in the Corporate Finance Series *** Blockchain, digital assets, and tokenization have moved from speculative narrative to institutional infrastructure. The GENIUS Act, signed in July 2025, established the first federal framework for payment stablecoins. The OCC's 2025 interpretive letters opened crypto custody, network-fee payment, and brokered execution to national banks. The DTCC began a tokenization pilot in December 2025 under SEC no-action relief. Major counterparties — J.P. Morgan, BlackRock, Figure Technologies, Visa, Morgan Stanley — are already operating in this environment. Corporate finance leaders are now being asked questions by their CFOs, audit committees, vendors, and investors that they could safely deflect twelve months ago. This four-hour course equips managerial-level corporate CPAs to engage credibly with that new environment. It is built around three structured hours of finance content followed by one hour of law and regulation. Attendees will leave able to classify digital assets, walk a tokenization proposal through a five-step evaluation framework, articulate the current U.S. regulatory posture, and identify the control questions a corporate finance function must answer before engaging. The material draws on institutional case studies (J.P. Morgan Onyx, Chainlink-powered parametric insurance, BlackRock BUIDL, Figure Technologies, DTCC) and on a decision-oriented framework designed for use the Monday morning after the session.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Develop your soft skills in training courses that benefit both the person attending and their organization. This course is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Develop your soft skills in training courses that benefit both the person attending and their organization. This course, the final course of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. The Level V course highlights leadership skills and situations that are common for managers and senior managers of organizations. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Attention all CPAs! Are you ready to step into the future and unleash the power of AI? Join us for a one hour seminar on ChatGPT, the revolutionary tool that’s taking the world by storm! As you know, the use of generative AI is on the rise, and ChatGPT is leading the way. But what exactly is ChatGPT, and how can it help you increase your productivity? Well, you’re in luck, because we’re here to guide you through everything you need to know to get started! In this seminar, you’ll learn how to use ChatGPT to streamline your workload, save time, and boost your overall efficiency. Say goodbye to tedious data entry and hello to lightning-fast responses and analysis! But wait, there’s more. As with any new technology, there are also risks and ethical concerns to consider. Our experts will delve into these topics and provide you with the knowledge and tools you need to use ChatGPT responsibly and effectively. Don’t miss out on this incredible opportunity to stay ahead of the curve and take your CPA game to the next level. Join us for this session and discover the amazing benefits of this groundbreaking technology!

*** Save 15% on this event when you use the code SAVE15 at checkout *** This course can act as an introduction to sales and use tax for those wishing to learn but also be sophisticated enough to act as a refresher for even the most seasoned sales and use tax veteran. The course will discuss general transactions subject to sales and use tax. An update concerning statutory changes are a must to properly guide clients. It is critical for practitioners to understand the criminal and civil penalties at risk when a business collects (or does not collect) sales tax, not just for the business owner but also against the practitioner.This course also provides attendees with a timeline of what happens during (and after) a Florida sales and use tax audit. The course will cover significant milestones to ensure the client's rights are adequately protected. The attendee will learn when (and how) to formally disagree with the audit findings, as doing so at the wrong time can cause the client to lose any chance at an appeal. Furthermore, the course discusses what occurs during an informal audit protest as well as a formal audit protest.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Gambling tax reporting is often misunderstood, creating confusion and compliance risks for tax professionals. This comprehensive course clarifies Form W-2G reporting requirements, withholding rules, and the tax treatment of gambling income and losses. Participants will master federal reporting thresholds, understand different treatment rules by gambling activity type, and navigate complex scenarios involving multiple winners, foreign persons, and noncash prizes.The course examines critical compliance issues including penalty exposure for incorrect withholding, Form 5754 reporting requirements, state tax considerations, and recent legislative changes affecting gambling loss deductions. Through practical examples and real-world scenarios, participants gain the knowledge to properly advise clients with gambling winnings and losses, while developing best practices for form preparation and recordkeeping.   Speaker Bio: Jason Dinesen, Dinesen Media Ventures, LLC Jason Dinesen, EA is a tax practitioner and long-time presenter of continuing education courses. Jason’s experience includes extensive tax preparation background in individual income taxes, and tax situations for small businesses in Dinesen Tax & Accounting, P.C., and now Dinesen Tax Advisory, LLC. Jason is an Iowa native and was president of the Iowa Society of Enrolled Agents from 2011–2017. He currently teaches on dozens of tax topics and also teaches Special Enrollment Exam (aka “the Enrolled Agent exam”) review, as well as review courses for AFTR and California CTEC. He has also been an adjunct instructor at Simpson College in Indianola, Iowa, where, through 2022, he taught individual income tax and intro to business analytics.

*** Save 15% on this event when you use the code SAVE15 at checkout ***This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB, including the 12 ASUs issued in 2025, with a concentration on issues of greatest significance to most accounting practitioners. The greatest emphasis on the ASUs will focus on those effective in 2025 and 2026. Specifically, the course will review ASUs addressing financial instruments, disaggregated expenses, government grants, credit losses under ASC 326, and the final stages of the ASC 842 post-implementation review (PIR) report findings. Other hot-button accounting issues, such as what is on the FASB’s technical agenda, are also discussed.This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.