CPE Catalog & Events

The focus of this course is reducing the overall risk of fraud. To that end, instruction will cover the factors that play a role in turning honest employees into fraudsters. Discussion will touch on integrity and ethics, as well as how the reactions of people in certain situations may impact the prevalence of fraud.

Understanding the nuances of workplace protocol facilitates effective interactions within the office as well as at external business functions. In this class you will learn how to cultivate your executive presence as well as how to conduct yourself in a variety of business settings. The work environment extends beyond the walls of the office into client sites, business events, and conferences. You will be provided with the tools to navigate every situation with confidence and grace. Although the workplace is an evolving structure, the general rules of etiquette such as kindness, respect, cooperation, and effective communication have not shifted.

If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements that peer reviewers focus on, how the auditor complies with those requirements, and common pitfalls seen in Yellow Book and single audits. This course will help you proceed and succeed in your Yellow Book and single audits!

Attestation engagements involving sustainability information are explained from engagement acceptance to issuing an opinion or conclusion.

To maintain a competitive advantage for your business, understand why effective planning is needed for both "red oceans" (or well-known market spaces) and "blue oceans" (the unknown). Business models must adapt to changes that are sustainable, feasible, and accessible as part of their business strategy. In this course, you will learn strategic optimisation and how it helps with sustaining successful and business performance.

This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions.

This course provides a comprehensive overview of two critical aspects of tax practice: the professional standards that govern the provision of tax advice and the legal privileges that protect certain taxpayer communications. Participants will explore the statutory, regulatory, and professional requirements imposed on CPAs when advising clients, including how to effectively communicate tax positions and comply with applicable standards. In addition, the course examines the scope and limitations of confidentiality privileges available to CPAs, including protections under Internal Revenue Code Section 7525, the work product doctrine, and the Kovel doctrine. Through this combined focus, tax professionals will gain a deeper understanding of both their ethical responsibilities and the legal considerations that impact their client relationships.

Covering the definition of a U.S. shareholder and controlled foreign corporation (CFC) status in the context of international taxation.

Professionals learn about business property-related timing issues and planning opportunities that can lead to tax savings.

The taxation of construction contractors has become increasingly complex under the Tax Cuts and Jobs Act (TCJA) and the One Big Beautiful Bill Act (OBBBA) of 2025, which have permanently reshaped the rules for depreciation, Section 179 expensing, interest limitations, qualified business income deductions, and long-term contract accounting. This course provides a practical guide to navigating these rules, covering percentage-of-completion, completed contract, income recognition, cost allocation, lookback requirements, and key exemptions for small and home construction contracts. With real-world examples, case studies, and planning strategies, you'll learn how to achieve favorable tax outcomes while staying fully compliant with IRS regulations.

Tax professionals must navigate a complex landscape of tax elections and procedural requirements to ensure compliance and minimize risks for their clients. Overlooking an election or procedural rule can lead to adverse tax consequences, missed opportunities, and even malpractice claims. This course provides a comprehensive overview of critical tax elections and procedural issues that CPAs must understand. Participants will explore key tax elections, their implications, and potential pitfalls. Additionally, the course delves into essential tax procedures, including IRS return due dates, statutes of limitations, taxpayer claims for refunds, and various relief provisions. By mastering these areas, CPAs can proactively manage risk, ensure compliance, and effectively represent clients in tax matters.

This course is designed for CPAs seeking to deepen their understanding of federal tax-exempt status and the complexities of Form 990. Participants will explore the core form and schedules, gaining insights into public support requirements, compensation disclosures, and governance policies. The course covers critical topics such as direct and grassroots lobbying, private benefit and inurement, and special rules for activities like advertising and bingo. Attendees will also examine the implications of the Tax Cuts and Jobs Act (TCJA) and recent regulatory updates, including mandatory e-filing requirements. By the end, learners will be equipped to ensure accurate, compliant filings and effectively navigate the nuances of tax-exempt organization reporting.

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.