CPE Catalog & Member Events
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Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
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Webinar
8.00 Credits
Member Price: $250
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
ACPEN Signature 2026: Partnership and LLCs Update
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Webinar
8.00 Credits
Member Price: $250
IRS audits Allocations and Basis Proper reporting Valuation of closely held business interests Impact of the Sirius Solutions Decision
LLC's & S Corporations: a Comparative Analysis
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Comparative analysis of LLCs and S CorporationsEntity formation, compliance, and operational structuresSelf-employment tax and its implications for LLCs and S CorporationsForm 2553 preparation and relief for late filingsRev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and applicationS Corporation eligibility errors and corrective measuresCorporate governance and formalities for both entity typesShareholder stock and debt basis for S CorporationsForms 1120S, 1065, and related schedules (K-1, K-2, K-3)Officer reasonable compensation and general partner guaranteed paymentsAudit strategies, estate planning, and business continuation planning
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Webinar
8.00 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Finding Errors in Excel Spreadsheets
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Consulting Services Secrets
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Webinar
1.00 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
Effective Governance for Nonprofit Success
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Webinar
1.00 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
Business Valuation - Asset Approach
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Webinar
1.00 Credits
Member Price: $39
Fundamentals of Business Valuation and Appraisal Standards The Asset Approach: Methods, Applications, and Analysis
Working Through Grief and Loss - How to Build a Supportive Workplace
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Webinar
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
Introduction to Forensic Accounting
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Webinar
1.50 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Webinar
2.00 Credits
Member Price: $89
Accounting Finance Cash Investments
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 26-27
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Webinar
2.00 Credits
Member Price: $99
• The Differences between a Simple and Complex Trust• The Use of the Tier System with Complex Trusts• Review of Basic Requirements of the Charitable Contribution Deduction under IRC Sec. 642(c)• Preparation of a Tax Spreadsheet for a Complex Trust• Preparation of a Tax Spreadsheet for a Complex Trust with a Charitable Contribution Deduction• Complex Problem Form 1041 Examples with Spreadsheets and Exhibits
K2's AI Accounting And Fraud Detection
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Webinar
2.00 Credits
Member Price: $89
AI-based accounting software and general ledger innovations ROI measurement and tech investment strategy Low-code/no-code and vibe coding for process automation
K2's Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes
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Webinar
2.00 Credits
Member Price: $89
Financial fraud and embezzlement case studies Cybercrime, data breaches, and AI-enabled fraud Practical ethics, controls, and compliance lessons for prevention
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
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Webinar
4.00 Credits
Member Price: $175
• Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services• Tax shelter and reportable transaction issues in depth• Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
The Generation-Skipping Transfer Tax and Dynasty Trusts 26-27
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Webinar
4.00 Credits
Member Price: $175
• Calculation of the GST tax, and how it relates to the estate tax and gift tax• Direct skips, taxable distributions, and taxable terminations• GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts• Calculating the benefit of and designing Dynasty Trusts
A&A Update for Closely Held Businesses 26-27
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Webinar
6.00 Credits
Member Price: $259
• Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2026• Recently issued Statements on Auditing Standards and other AICPA activity• Recently issued Statements on Standards for Accounting and Review Services
Top 10 Things to Know About Estate Taxation & Planning 26-27
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Webinar
8.00 Credits
Member Price: $329
• The Numbers: Exemptions, exclusions and discounts• Portability and step-up in basis• Asset valuation• Deductions: Marital, charitable, transmission and administration• Retirement plan assets, annuities and life insurance• Trust funding and administration
IRC 1031 in the Real World: Practical Issues and Compliance
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 1031 like-kind exchange rules under current law Changes to § 1031 following the Tax Cuts and Jobs Act Qualification requirements for like-kind exchanges Definition of real property under Treasury Regulations Like-kind versus non-like-kind property Relinquished property Replacement property Realized gain Recognized gain Basis calculations Interaction of § 1031 exchanges with cost segregation studies Depreciation treatment under IRC §§ 1245 and 1250 Allocation of basis to replacement property Depreciation of carryover basis Depreciation of excess basis Multiple-property exchange rules Tax return preparation and review considerations Compliance considerations for § 1031 exchanges