CPE Catalog & Events

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

This practical and forward-looking course introduces accounting professionals to the specialized field of forensic accounting, with a focus on how to strategically expand an existing practice into litigation support and investigative services. Designed and presented by Brian Peter Brinig, JD, CPA/ABV, ASA, this course walks you through the full landscape of forensic accounting—from foundational distinctions between investigative and litigation tracks, to the technical, ethical, and marketing strategies needed to succeed in this high-demand profession. You'll learn how to identify profitable niches, navigate the adversarial litigation environment, apply professional standards, and avoid common pitfalls such as conflicts of interest and overstepping professional boundaries. With emphasis on real-world implementation, this course provides essential tools to launch and grow a respected forensic practice grounded in objectivity, credibility, and compliance.

Everyone agrees we need to administer useful employee evaluations. However, few managers take the necessary time to effectively plan for upcoming reviews or think about how to correctly administer each one. As a result, an employee review can be an unhelpful and negative event—or could be a great catalyst for future high performance. Gain insight to the performance cycle; learn the importance of continuous improvement through coaching; and identify 360s and other forms of data, among other topics. The webcast was originally broadcast on July 18, 2016. Note: There is a minimum passing rate of 70% for this course.

Qualified Opportunity Zones remain a powerful yet complex planning tool for financial professionals. In this course, Trent Baeckl explores the evolution of the Opportunity Zone program, key tax incentives, and critical planning considerations ahead of the 2026 gain recognition deadline. Participants will gain practical insight into compliance, reporting, geographic distinctions, and strategic decision-making to help clients evaluate Opportunity Zone investments with greater clarity and confidence.

The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives, and audit committee chairs, participants will explore how artificial intelligence, blockchain, and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment.

This session will show how to anticipate trends and move from being a crisis manager to an opportunity manager.

A compelling narrative of Tom Hardin's Tipper X experience, offering vital lessons in ethics tailored for the accounting profession. By intertwining personal experiences with practical insights, this session seeks to clarify the intricacies of ethical decision-making, emphasizing the importance of integrity and accountability in professional practice. This session was recorded on March 19, 2024 at the 2024 Fraud & Forensic Accounting Virtual Conference.

Businesses are increasingly evaluated on factors beyond their balance sheets. Jennifer Harrity explores the realm of sustainability and the unique role accounting firms play in offering this essential service, providing a comprehensive view of clients and their organizational health. We will define sustainability in the context of modern business and discuss its emergence as a significant disruptor. You will discover how accounting firms can integrate into this progressive landscape and gain insights into one of the fastest-growing ESG (Environmental, Social, and Governance) frameworks: B Corporation certification.

After this session examining the psychology of investigators and perpetrators, you'll never think about fraud the same way again. This story-based presentation will use first-hand accounts and the latest research to show why some traditional investigational practices are more harmful than helpful. This course exposes myths and dangers lurking in our assumptions about fraud. We'll explore misunderstandings about skepticism and learn how auditors and investigators may unwittingly assist the same fraud schemes they are trying to thwart. We will challenge the industry's "sacred cows" and help develop more effective thinking approaches for fraud investigation, detection and deterrence.

Laurie Smith, Tax Partner at Wiss & Company, LLP, outlines how recent tax reforms require a shift from compliance to strategic advisory. This session explores key provisions and how they interact to impact planning. Attendees will learn to identify modeling risks, clarify client misconceptions, and recognize when deeper analysis is needed to guide smarter, multi-year tax decisions.

The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House.

Passive income doesn't require substantial capital—it can begin with expertise. In The Passive Income Playbook, Paul Mladjenovic, CFP® Board Emeritus, outlines a practical framework for turning intellectual capital into recurring revenue. The course also connects income creation to core financial planning topics, including bonds, dividends, tax reporting, and self-employed retirement strategies. Designed for accounting and finance professionals, this session expands your approach to income diversification, tax efficiency, and long-term financial resilience.

Actionable tips and tools will be provided on how attendees can find their own sense of work-life harmony to live a more authentic, purposeful life.

Financial planning expertise is elevated as you learn ways to empower your clients to establish and achieve practical, realistic retirement goals.