CPE Catalog & Events

This bonus conference session enhances a CPA's understanding of financial reporting within not-for-profit organizations. Gain actionable insights to navigate disclosure requirements, revenue recognition challenges, and compliance hurdles, ensuring your organization maintains transparency and fiscal integrity.  This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

This course provides CPAs with a comprehensive overview of the latest updates from the Financial Accounting Standards Board (FASB) relevant to not-for-profit organizations. In this session, the FASB's lead staff person for not-for-profits will guide you through recent and potential upcoming changes to GAAP affecting not-for-profits. We'll focus on some recent ASUs (including ones on common control leases and on crypto assets), implementation matters on the new credit losses (CECL) standard, and some noteworthy current FASB projects (including ones on software costs and on environmental credit programs).  This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

Explore the critical role of the nonprofit sector in shaping public policy (and why elections matter!). This session will cover the power and purpose of nonprofits. Current federal issues such as donor disclosure rules, the Johnson Amendment, and Donor Advised Funds (DAFs) will be addressed. Learn about key developments in Sacramento, and legislation that affects nonprofits in the current 2023-2024 session. We'll also discuss how nonprofits can engage in policy-making to drive positive change and address pressing issues.  This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

The 2024 Not-for-Profit Conference: Single Audit Update aims to deepen CPAs' understanding of the changing landscape of single audits in the nonprofit sector by providing the most current information on compliance requirements. This session will provide a comprehensive update on the Single Audit, focusing on the 2024 compliance supplements, the current status of uniform guidance updates, and the latest developments with the federal audit clearing house. Gain crucial insights to ensure compliance and streamline audit processes, empowering your organization to navigate regulatory changes effectively in the ever-evolving landscape.  This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.

Gain a basic understanding of internal control and how it relates to risk assessment, through the lens of a financial statement auditor but also insightful for entity management and internal auditors.

Explore ongoing tax issues that frequently arise during divorce, including uncooperative spouses, inconsistent income reporting, and allocation of RSUs and other compensation. This session also covers innocent spouse relief and key considerations when amending previously filed joint tax returns. Topics covered include dealing with a non-cooperative spouse during separation, inconsistent positions on income, allocating RSUs and other income during and after divorce, the concept of innocent spouse, and the process of amending previously filed joint returns — with or without a former spouse. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.

Financial models play a critical role in supporting business decisions. Learning to model the right way using a proven framework will help you become a more effective financial analyst. Join us as we build out several fundamental schedules, which will serve as a solid foundation for more complex analysis throughout the FMVA and your career.

Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session.

Examine valuation techniques for private and public entities of all sizes and types of industries from the perspective of a Wall Street analyst. Gain valuation skills to assist your clients. *There is a case study associated with the course exam.

Paul Mladjenovic breaks down the key provisions of the One Big Beautiful Bill, spotlighting permanent tax changes, new deductions, and expanded credits. This session equips professionals to quickly recognize planning opportunities and navigate OB3's implications for individuals and small businesses with greater confidence.

The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks, and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks, and building a technology-forward culture that enhances both efficiency and client value.

A comprehensive education of the popular tax credit, including its computation, limitations, and complexities.

Section 199A remains one of the most valuable—and complex—tax benefits available to owners of pass-through businesses. This course provides a practical overview of the Qualified Business Income (QBI) deduction, incorporating the latest legislative changes that permanently extend the deduction beginning in 2026. Participants will learn how to determine qualified business income, identify eligible trades or businesses, navigate the specified service trade or business (SSTB) rules, apply the wage and qualified property limitations, and understand the overall taxable income limitation. Through clear explanations and practical examples, this course equips tax professionals with the knowledge needed to accurately calculate and maximize the Section 199A deduction for sole proprietorships, partnerships, S corporations, trusts, and estates.

Boost the quality of your peer reviews by further understanding root cause analysis and why determining systemic causes is so important. Learn how to develop impactful findings and peer review reports by avoiding common challenges.

Major program determination, pass-through entity responsibilities, SEFA requirements, and other topics are introduced and explained for auditors performing single audits.

Not a big fan of insurance? Many CPAs are not comfortable providing insurance evaluations and recommendations. And what clients realize is it's too late to plan after the fact! Attend this workshop and learn everything you need about insurance to advise your clients wisely and help them prepare for the unexpected. Insurance can be a powerful tool to mitigate potentially financially devastating perils, but only if you understand the inherent risks and how to sort the wheat from the chaff. In this course, you'll cover contractual red flags, product types, taxation issues and all the essentials on a full spectrum of insurance, including life, disability, health, homeowners, automobile and liability insurance.

A practical and engaging learning experience that navigates the regulatory environment of personal financial planning, explores standards and responsibilities, and applies fundamental concepts.

A practical, informative and engaging learning experience to enhance your personal financial planning knowledge and help you use fundamental concepts in a systematic planning process to benefit your clients.

Your clients rely on your expertise to mitigate risks and secure their financial futures. This course will keep you updated on recent developments, including the impact of new tax laws on financial planning, tax management, and strategies for long-term care. You will gain insights from esteemed specialists in long-term care insurance, Natalie Karp and Rona Loshak, who will navigate you through the intricacies of the long-term care marketplace. They will emphasize the significance of long-term care planning, outline the financial and non-financial repercussions of inadequate planning, and explore various solutions to uphold your clients' independence and dignity as they age.

With a focus on planning and compliance, this course equips CPAs, EAs, and other tax professionals with the tools needed to navigate the sunset provisions and guide their clients effectively.