CPE Catalog & Events

The One Big Beautiful Bill Act (OBBBA) introduces substantial updates to business tax planning, deductions, credits, and compliance. This course examines the sweeping provisions now codified into law that affect flow-through entities, corporate taxpaye

This course walks through the individual and estate tax changes created by the One Big Beautiful Bill Act (OBBBA). From sunsetting the TCJA provisions to introducing new deduction limits, credits, and savings vehicles, these reforms are wide-reaching.

The program will highlight the expanded surtax on certain foreign payments, the interaction of OBBBA provisions with the Base-Erosion and Anti-Abuse Tax (BEAT), and the compliance impact on U.S. companies with foreign shareholders. Attendees will learn

We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling.

Everyone knows that Excel is the most widely used spreadsheet application in the world today. However, because it is ever-changing, many users are unable to keep up with the latest features and capabilities of this ubiquitous application. In this course, we'll look at some of the most helpful new features and tools that have been added to both the Desktop version of Excel and the Web version. This course is for anyone who regularly works with Excel.

This course will allow you to get reacquainted with the statement of cash flows. We will refresher your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.

Led by tax controversy expert Melissa Wiley, this course equips tax professionals with key strategies for navigating IRS audits, collections, and appeals. Participants will learn to respond effectively to audits, resolve tax debts, and leverage appeals options like Fast Track Appeals and Post-Appeals Mediation. The course also covers criminal tax risks, taxpayer rights, and litigation strategies, ensuring professionals can advocate for clients and challenge IRS assessments confidently. Please note that this product will expire either on 04/30/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus, and People Acceleration. Drawing from success stories in manufacturing, healthcare, and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs, and building sustainable talent pipelines in an era of technological disruption and demographic shifts.

Learn to embrace the diversity of the 4 generations in the workplace, to appreciate each group for their strengths, and to motivate and manage each group effectively.

This CPE course is designed to help you understand and appreciate the differences between the different personality styles. You'll learn how to effectively hire and develop employees based on their strengths, weaknesses, wants, and needs.

Enhance your career with an invaluable skill set in this two-part series, where you'll explore the cost system of a real company from the ground up. Learn how to link variable and base costs, identify fluctuating and semi-fixed direct costs, and accurately trace direct materials, labor, and labor burden to products. Gain practical tools for budgeting, setting standard costs, and seamlessly embedding Activity-Based Costing (ABC) into a comprehensive cost system. This on-demand course includes both parts one and two or the original webinar recording.

This session provides an overview of Xspouse and how it compares to DissoMaster for support calculations in divorce matters. Attendees will learn practical do's and don—ts, common pitfalls, and key takeaways. Topics covered include an overview of Xspouse, the key differences between Xspouse and DissoMaster, important takeaways, and the do's and don'ts associated with their use.  This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.

This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing nonaudit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling and single audit reporting.

Government Auditing Standards and application guidance are examined for auditors who work with state and local governments or not-for-profits.

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This course can help users who wish to improve their Excel skills to increase their productivity. The material starts by covering fundamental topics such as time-saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit significantly by taking this course.

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.

Auditing can seem complex and overwhelming at first, with its intricate standards, regulations, and risk assessments. Industry veteran Marty Van Wagoner simplifies the process and equips accountants and finance professionals with the knowledge they need to navigate audit evidence with confidence. Covering essential standards, PCAOB and AICPA guidance, and recent regulatory changes, this course provides practical insights into risk assessment, audit procedures, and the evolving role of technology in audits. With real-world examples and expert strategies, You'll gain the skills to conduct high-quality audits and enhance financial integrity. Stay ahead of industry changes and refine your auditing approach today! Please note that this product will expire either on 03/31/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.