CPE Catalog & Events

Gain an understanding of the concept of fraud, the Fraud Triangle theory, fraud risk, fraud detection and prevention. Learn about best practices in fraud detection and fraud deterrence. This course includes real-world cases of fraud, how they were perpetrated, and how they were detected.

To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to the human elements that are impacted by estate planning and related tax strategies.

Disclosures are on of the most challenging areas of financial statement preparation and one of the most cited deficiencies in peer reviews. This program tackles the many disclosure requirements with detailed discussions on topic requirements and examples. This is a fast paced course that covers all the major balance sheet accounts, as well as revenue and expenses.  Attention is also paid to the Statement of Cash Flows.

Regardless of size, all organizations must be aware of the risks associated with intentionally fraudulent acts. Fraud can be executed from within an organization, by external parties, or both. Therefore, a primary method to thwart fraud is understanding how and why it occurs. First, understand why internal and external intentional defalcations take place. Discuss the difficulty in understanding the motives driving those who undertake fraud. Finally, review measures organizations can implement to stop fraud and add security to the enterprise.

This course provides a concise overview of the emerging role of CPAs as independent evaluators of artificial intelligence systems. Participants will explore how established accounting competencies-including professional skepticism, assurance, internal controls, risk assessment, and evidence evaluation-can be applied to AI. The course introduces major AI standards and frameworks, common AI failure modes, evaluation techniques, governance considerations, regulatory developments, and opportunities for CPAs to provide credible AI assurance and advisory services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program discusses how and when the IRS's energized audit efforts will result in more audits of taxpayers and what attendees need to know to effectively represent clients that the IRS audits.

Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.

Digital assets have moved from the fringes of tax administration into the core of IRS compliance and enforcement strategy. Practitioners today face a rapidly evolving landscape in which cryptocurrency transactions, digital wallets, exchanges, and blockchain activity present both unprecedented transparency and significant visibility gaps. This course provides a practitioner-level examination of how the IRS approaches digital asset compliance, where enforcement efforts are focused, and where reporting blind spots still exist. Drawing on firsthand experience inside the IRS, Trish Turner, former Head of Digital Assets at the Internal Revenue Service and now with CryptoTaxGirl, explains how digital asset data is identified, analyzed, and used in examinations, collections, and criminal investigations. Participants will explore how the IRS obtains digital asset information, including exchange reporting, summons activity, blockchain analytics, and third-party data sources. The course also addresses common compliance failures seen in audits, the practical limitations of current reporting regimes, and how visibility gaps affect risk assessment for both taxpayers and practitioners. Emphasis is placed on practical takeaways for tax professionals advising clients with digital asset exposure, including how to identify red flags, assess compliance risk, respond to IRS inquiries, and navigate evolving reporting obligations. This course is designed to help practitioners move beyond surface-level crypto rules and understand how enforcement actually works in practice. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Gain an understanding of the concept of fraud, the Fraud Triangle theory, fraud risk, fraud detection and prevention. Learn about best practices in fraud detection and fraud deterrence. This course includes real-world cases of fraud, how they were perpetrated, and how they were detected.

To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to the human elements that are impacted by estate planning and related tax strategies.

Disclosures are on of the most challenging areas of financial statement preparation and one of the most cited deficiencies in peer reviews. This program tackles the many disclosure requirements with detailed discussions on topic requirements and examples. This is a fast paced course that covers all the major balance sheet accounts, as well as revenue and expenses.  Attention is also paid to the Statement of Cash Flows.

Regardless of size, all organizations must be aware of the risks associated with intentionally fraudulent acts. Fraud can be executed from within an organization, by external parties, or both. Therefore, a primary method to thwart fraud is understanding how and why it occurs. First, understand why internal and external intentional defalcations take place. Discuss the difficulty in understanding the motives driving those who undertake fraud. Finally, review measures organizations can implement to stop fraud and add security to the enterprise.

This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025 for individual taxpayers, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and beyond. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This webinar presents a variety of time-saving ideas, shortcuts, and tips that are sure to boost personal productivity. We discuss better summing, address one of the biggest pitfalls that Excel users have faced over the past 25 years, present the most important keyboard shortcuts, demonstrate a better alternative to hiding rows or columns, illustrate how to quickly navigate to other workbooks and files, and demonstrate using Excel with styles.

It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. This program is a two-hour review and analysis of what we consider some of the most current and important changes from the OBBBA. If you want the latest OBBBA information to relay to your clients, this course is for you.

Advisors often ask clarifying questions as they increasingly gain an understanding of new and existing tax laws that govern IRAs. Some provisions see more questions than others due to their complexity, popularity, and level of impact on tax benefits. This course focuses on the top 20 of these questions and on SECURE Act 1.0, SECURE Act 2.0, and other hot topics. This course aims to help the advisor provide clients with the correct responses based on their IRA profiles.

Learn how material participation rules can significantly impact the tax treatment of your real estate activities. This course explains the IRS tests for material participation, how to distinguish active from passive activities, and strategies for documenting participation to maximize tax benefits. A detailed analysis of the self-rental passive activity rules will be given, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

If you supervise preparation, compilation, and review engagements, this course is designed to assist you in adhering to professional standards. It will inform you of the latest developments and pertinent issues relevant to these engagements as you gain insights into: The U.S. business economy Peer review practices FASB updates Various other aspects that influence preparation, compilation, and review engagements

Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm's profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.

Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.