CPE Catalog & Events
The Best Individual Income Tax Update Course by Surgent
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Webinar
8.00 Credits
Member Price: $299
Comprehensive coverage of the One Big Beautiful Bill Act Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
How to Audit Expenses & Payables
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The basics of auditing expenses.Accrued liabilities and other payables.Relates audit assertions, risks, and threats to the expenses and payables balances.Substantive auditing procedures to peform.
Retaining Top Talent: Strategies for CPA Firms
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Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals
Preparing to be a Forensic Accountant - Cloud Forensics
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Webinar
1.00 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Webinar
1.50 Credits
Member Price: $79
Accounting Finance Cashflow
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
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Webinar
2.00 Credits
Member Price: $89
Understanding the modern finance and accounting organization chart GAAP accounting changes Why so many changes? The speed of change and complexity Accepting reality Recognizing and fixing the top five accounting problems and errors Leases Revenue Management estimates Why is strategy necessary? What is strategy? The two keys to strategy? Why do some financial leaders lack strategic skills? Balancing strategy with our day-to-day roles
K2’s Taking Another Look At Power BI
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Webinar
2.00 Credits
Member Price: $89
Getting started with Power BI Creating effective visualizations in Power BI Publishing Power BI reports to dashboards Optimizing dashboards for viewing on mobile devices
Accounting Update in a Post COVID-19 World
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Webinar
2.00 Credits
Member Price: $89
Risk assessment Government assistance Pandemic-related accounting pronouncements Learning to be an auditor in a pandemic environment Financial statement disclosures Exploring liquidity options
Five Amazing Business Books in 100 Minutes
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Webinar
2.00 Credits
Member Price: $89
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
Ethical Practices and Responsibilities Under Circular 230
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Webinar
2.00 Credits
Member Price: $89
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups
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Webinar
2.00 Credits
Member Price: $89
VLOOKUP function MATCH function INDEX function Error trapping IF function
The Current and Future Landscape of Audit Technology
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explore the transformative impact of technology on the audit profession in this forward-looking courseGain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automationNavigate the evolving audit landscape with confidence and adaptability
Accounting and Auditing Update 26-27
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Webinar
4.00 Credits
Member Price: $175
• Review of new accounting standards issued in 2025 and 2026• Applicable changes to accounting for government grants and crypto currency• Compilation and review standards and interpretations (SSARS)• Auditing standards including a deep dive into the quality management standards
Taxation of the Construction Contractor 26-27
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Webinar
4.00 Credits
Member Price: $175
• Walkthrough of accounting methods and relevant elections under IRC 460• Illustrative examples and analysis• Review of pertinent cases and revenue rulings• Update of other IRS activity, including recent Tax Reform
Guide to Preparing Form 1041 for Estates and Trusts
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Webinar
4.00 Credits
Member Price: $149
Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries
Advanced Personal Financial Planning Update 26-27
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Webinar
8.00 Credits
Member Price: $329
• Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care• Debt management, including mortgages and education financing• Insurance and investments from a life-planning perspective• Income tax legislation, cases, and rulings• Estate and trust planning strategies
Basic Staff Tax Training: Individual 26-27
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Webinar
8.00 Credits
Member Price: $329
• Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return• Identify and be able to implement basic individual income tax planning ideas for clients• Familiarity with several source documents utilized in the preparation of an individual income tax return• Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 26-27
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Webinar
8.00 Credits
Member Price: $329
• Financial entity• IRS filing status• Recent ASC updates affecting nonprofits• Inflows and Outflows• QuickBooks Desktop• Setup• Data entry• Reporting• Governance policies and budgeting
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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Webinar
8.00 Credits
Member Price: $300
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 – S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder’s stock and debt basis and a partner/member’s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner’s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership What constitutes debt basis for a S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt effect a partner or member’s basis calculations and amount at-risk
K2’s Excel Best Practices
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Webinar
8.00 Credits
Member Price: $250
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel