CPE Catalog & Events

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.

This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

In this session, we will cover definition and characteristics of strategic leadership in 15 roles to enhance: your position in the organization, your interactions with other departments, and your strategic role in your organization.

This course provides essential insights into effective retirement planning, integrating federal taxation with strategies for determining retirement income needs, wealth building, and estate distribution. You'll enhance your ability to analyze problems, develop solutions, and present personalized retirement plans, focusing on practical simplicity for self-employed and high-income individuals. Key topics include calculating retirement income needs, understanding net after-tax Social Security benefits, exploring IRA distribution options, and addressing the tax implications of owning a home and running a business in retirement.

Develop a framework of "effective" time management. Identify the three time factors: time wasters or stealers, time savers and time management techniques. Highlight concepts that distinguish the relationship of time management and behavioral science versus traditional time management tools or gimmicks. Also, explore the need for managing oneself in order to improve the management of time. The webcast was originally broadcast on May 4, 2017. Note: There is a minimum passing rate of 70% for this course.

The tone at the top defines the foundation of a good company. It's also a hallmark of a company with fraud. What are the red flags? What difference can the CFO make? The recent focus on social responsibility impacts accounting. Meanwhile, investors and employees are reshaping business practices. Review fraud case studies examine corporate culture and the impact of executive personnel and master risk mitigation for organizations of all sizes.

Estate planning remains a vital component of personal and business tax strategy, even for families that may never incur estate tax. With the exemption equivalent to nearly $14 million in 2025 and scheduled to rise to $15 million in 2026, fewer estates will face federal estate tax; yet, planning remains essential. This course highlights the top issues practitioners need to understand, including portability, annual and lifetime exclusions, charitable and retirement plan considerations, valuation, trusts, and basis step-up rules. Through real-world examples, you'll gain practical guidance on helping clients preserve wealth, coordinate beneficiary designations, and create meaningful legacies. Estate planning is not just for the wealthy—it affects all clients.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This session was recorded at the Advisor Personal Financial Planning Conference , and is to help keep you on top of recent developments and the top 5 ways to fund your retirement.

Clients rely on their advisers more heavily to provide perspective and clarity as legislation and regulations evolve. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.