CPE Catalog & Events

The course provides information essential to all peer reviewers, including a high-level overview of changes to standards and guidance, as well as an update on results from the Enhanced Oversight Program.

Drawing on fresh data from Blue J and CPA.com’s "2026 AI Tax Research Solution Outlook Report," this session explores how accounting firms are shifting from trying AI to relying on it, and what this means for the future of the profession. From deepening client relationships to placing a greater emphasis on practitioner judgment, AI adopters are prioritizing human experiences and the uniquely human skills AI can’t replace. Hear what these changes mean for your firm, and gain practical strategies to make the most of your own AI transformation. Speaker  Ankit Dhawan, Partnerships Manager, Blue J Ankit Dhawan is a Partnerships Manager at Blue J, where he leads strategic relationships with national tax associations, accounting networks, and technology partners to expand the reach and impact of Blue J’s AI-powered tax research platform.  

*** Save 15% on this event when you use the code SAVE15 at checkout *** The construction industry faces many unique issues and challenges to survive and remain profitable.  These challenges include the specialized aspects of accounting and reporting for construction contracts, as well as estimating project costs and profitability.  This course has been designed by Gene Ristaino, CPA/ABV/CFF, MT a recognized expert in the construction and real estate industry, to provide a more focused look at accounting, reporting and auditing for construction contractors.  You will analyze revenue recognition under ASC 606 – Revenue from Contracts with Customers (including comparing prior standards to the new FASB revenue standard under ASC 606) by exploring the underlying details and potential errors that are made using established concepts, including the shortfalls of the “cost to cost” method to determine “stage of completion” for a particular contract.  You will discuss examples of techniques that will provide a more realistic audit approach for the contractor, including detailed auditing procedures for the various types of contracts.

*** 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.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Taxation of real property and homebuilding contractors has been subject to IRS scrutiny, particularly in complying with cost capitalization issues, revenue recognition and costing out for units sold.  This program has been developed by Gene Ristaino, CPA/ABV/CFF, MT from numerous years of service to the real estate and construction industries, to provide clear approaches to comply with the costing rules, avoid IRS audit adjustments, and obtain the most beneficial tax result for the homebuilder/developer.  The Program will provide an in-depth analysis regarding the tax accounting methods for homebuilding activities will be provided, including the application of IRC Section 263A - uniform capitalization requirements, and IRC Section 461 - economic performance.  We will also provide a detailed analysis of the impact of recent tax reform.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Selecting the appropriate legal and tax structure is one of the most important decisions facing business owners and their advisors. The choice of entity can significantly affect taxation, liability protection, operational flexibility, ownership transitions, and long-term business objectives. This course provides a practical introduction to entity selection considerations for new and existing businesses, focusing on the tax and financial implications of commonly used business structures. Participants will examine the characteristics, advantages, and disadvantages of sole proprietorships, partnerships, limited liability companies (LLCs), S corporations, and C corporations. The course explores how entity choice impacts income taxation, self-employment taxes, basis considerations, distributions, loss utilization, and business succession planning. Attendees will also gain insight into factors that influence entity selection decisions and learn how to evaluate the most appropriate structure based on a client's or organization's specific circumstances. Through practical examples and case studies, participants will develop a framework for analyzing entity choice alternatives and identifying common planning opportunities and pitfalls associated with business formation and restructuring decisions.