CPE Catalog & Events

You'll learn about basic tax and compliance requirements that apply to tax-exempt, not-for-profit entities.

A beginner's guide or a refresher on the essential elements of partnership and LLC taxation.

Tax issues in real estate development and homebuilding have grown increasingly complex with the permanent provisions of the Tax Cuts and Jobs Act (TCJA) and the One Big Beautiful Bill Act (OBBBA) of 2025. This course offers a comprehensive and practical analysis of tax accounting methods and compliance requirements that impact developers and homebuilders, including the capitalization of costs under IRC Section 263A, timing rules under IRC Section 461, and revenue recognition considerations for unit sales. You'll explore critical areas, including depreciation and expensing, business interest limitations, small business taxpayer exemptions, entity structuring, related-party transactions, compensation issues, and the economic performance test. Real-world examples and court cases are used to illustrate how the IRS scrutinizes costing practices, intercompany charges, and ordinary vs. capital gain classifications. By the end of the program, attendees will be equipped with strategies to comply with complex rules, avoid common audit pitfalls, and achieve the most favorable tax results for real estate developers and homebuilders.

Seniors face issues that complicate return preparation and planning. When to apply for social security? How is it taxed? What if they continue to work? Will an increased standard deduction affect charitable planning? Will downsizing affect interest and property tax deductions and payments? How to help children or grandchildren pay for a home or a college education? We'll explore these questions and more.

Modern planning ideas and tax-saving strategies to help guide your small business clients.

It's no secret that elections are consequential for a variety of reasons. One key area that experts are watching in light of the 2024 election is tax policy. Kasey Pittman, Director of Tax Policy, at Baker Tilly, walks viewers through the provisions which are set to expire at the end of 2025. She provides her insights regarding potential avenues for tax reform, highlighting the reconciliation process and its limitations. Pittman delves into the impact of a Republican unified government and what that could mean for tax reform, such as in the state and local tax arena. She also explores the challenges that tax advisors and businesses may face in 2025 and how those advisors can best support their clients.

Practitioners can build tax planning skills to better serve their individual clients year-round.

Comprehensive education about tax fundamentals for early-career tax staff in a series of courses.

Staff can expand the depth and breadth of their tax knowledge with this series of courses designed to strengthen your firm by encouraging staff independence.

Tax seniors and supervisors get the tax updates and education they need to excel in their roles.

Experienced tax professionals explore advanced concepts to help expand the tax services they provide.

Professionals gain the skills needed to navigate S corporation matters confidently with this bundle of S corporation and small business courses.

This course provides a focused analysis of the individual and small business provisions in H.R.1, "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision, to enhanced bonus depreciation - designed to inform planning strategies and compliance for the 2025 tax year and beyond.

Major program determination, Yellow Book independence requirements when an auditor provides nonaudit services, and other topics are explored for technical reviewers reviewing single audit engagements in a peer review.

This course equips CPAs and financial experts with practical strategies to deliver clear, confident, and defensible testimony during direct examination. You'll learn how to prepare effectively, structure your testimony, and communicate complex financial analysis in a way that judges and juries can understand. Topics include advance case preparation, file documentation and privilege awareness, scripting direct testimony, using courtroom graphics, and managing credibility under legal scrutiny. Real-world examples and best practices are shared to help you strengthen your effectiveness, maintain independence, and avoid common pitfalls in litigation testimony.

Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit.

Business succession is not just a legal transition — it's a financial turning point. In this practical session, veteran business attorney Jason B. Meyer, Esq. outlines the governance, structural, and planning steps that help protect enterprise value and prevent costly disruption. Designed for CPAs, CFOs, and financial advisors, this course focuses on strengthening charter documents, mitigating continuity risks, preparing for due diligence, and coordinating legal and tax strategy to support smooth ownership transitions — whether to family, employees, or external buyers.

This course dives deep into key supplemental schedules of IRS Form 990, giving you clear insights into public support tests, lobbying activities, and essential financial and compensation disclosures. Learn the rules, spot common mistakes, and discover practical planning strategies to strengthen your nonprofit's reporting and stay compliant. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.

Divorce is not only a legal process, but also a life-changing financial event. There are three forums for divorce: mediation, collaboration, and traditional litigation. Alternative dispute resolution (ADR) methods like mediation and collaboration offer confidential and discreet ways to resolve issues without traditional litigation. A divorce financial planner can help navigate the process and provide expert advice on financial and tax decisions. Lili Vasileff, President of Wealth Protection Management, joins this segment to discuss the various forums of divorce, compare forms of alternative dispute resolution, and explore top trends.

Preparing fiduciary income tax returns can be daunting, even for experienced practitioners. Form 1041 (federal) and Form 541 (California) share similarities with individual income tax returns, but fiduciary rules introduce important complexities. This course offers a practical, step-by-step approach to Form 1041/541 preparation, covering everything from obtaining an EIN and understanding governing documents to reporting income, deductions, elections, and distributions. Designed for those preparing their first fiduciary return or seeking a solid refresher, this course equips participants to navigate fiduciary taxation with confidence.