CPE Catalog & Events
Al Capone to Cybercrime: The Journey of IRS Special Agents
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Accounting & Attestation for ESG
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current ESG-related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
About the TIGTA: Who Watches the IRS?
-
Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system
Tax Update: "One Big Beautiful Bill"
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extensionIncome & Adjustments: Tip income exclusion, overtime relief, educator expensesEducation Incentives: Student loan discharge, 529 plan expansion, new “TRUMP Accounts”Business Taxation: Bonus depreciation, 199A expansion, interest deduction limitsEstate & Gift Tax: Increased exemption threshold, charitable deduction changesCompliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes
Taxation of the Construction Contractor 26-27
-
Online
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
GAAP Update 26-27
-
Online
8.00 Credits
Member Price: $329
• Equity method investments and joint ventures • Changes in U.S. GAAP financial statement presentation and disclosure requirements • Accounting and disclosure for crypto assets • Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026 • FASB Technical Projects and Agenda, including recently exposed Proposed ASUs
Metrics Management: Choose and Use Key Performance Indicators 26-27
-
Online
4.00 Credits
Member Price: $329
• Link long term strategy to short term financial plans • Use benchmarking to determine what performance should be
Statement of Cash Flows: Preparation and Analysis Workshop 26-27
-
Online
8.00 Credits
Member Price: $329
• Major provisions of GAAP Codification Topic No. 230 • Statement classification issues • Reporting operating cash flows: Direct and indirect methods • Preparing the statement: Workpaper techniques • Useful cash flow ratios • Bankruptcy prediction using the statement of cash flows
Staff Tax Training: S Corporations (Form 1120S) 26-27
-
Online
16.00 Credits
Member Price: $589
• An extensive review of the S corporation tax laws with an emphasis on any new legislative changes Form 1120S (and related schedules) preparation issues • S corporation formation issues and liquidations • Form 2553 S corporation elections and late IRS election procedures • Schedule K and K-1'preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses) • S corporation revocation and termination and allocation of income during short S and C corporation years • Unreasonably low officer compensation issues • Tax treatment of fringe benefits paid to 2% shareholders and family members • Schedule D'built-in gains (BIG) tax computation and planning opportunities when converting from a C to S corporation • Excess passive investment income tax issues • Schedule M-2'detailed step-by-step analysis of the AAA, PTI, E&P and OAA accounts and look at the tax treatment of distributions when the S corporation has prior C corporation earnings and profits (E&P) • Overview of calculating a shareholder's stock and debt basis and discuss how S corporation losses and deductions can be limited to basis and the at-risk rules
Professional Ethical Considerations for CPAs
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and moreThe importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies
Tax Implications of Retirement Plan Distributions
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
The Ethic of Recruitment and Selection
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
The Crucial Connection - Why You Should Care About Your Client's System of Internal Control
-
Online
1.50 Credits
Member Price: $69
The audit risk model Key steps in understanding and evaluating your client's system of internal control Learn how to identify IT applications and IT controls relevant to the audit Apply risk assessment requirements to less complex entities Examples of risks arising from the use of IT and general IT controls
Introduction to Governmental Budgeting
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The basics of governmental budgeting.Common steps and timeline of the budget process.What, when and how we should be monitoring the budget throughout the year.How long-term budgets fit in with the annual budget process.
Workforce Transformation and Talent Management in 2025
-
Online
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: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27
-
Online
2.00 Credits
Member Price: $99
• Review of sample returns with illustrations of most forms of gifts • How to meet the adequate disclosure requirements • Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse • Electing in or out of GST allocations with indirect skips
Surgent's Introduction to AI in Accounting
-
Online
2.00 Credits
Member Price: $119
Understanding narrow AI vs. general AI Machine learning (ML), deep learning (DL), neural networks Natural language processing (NLP) and its role in accounting AI applications in accounting and finance Automated data entry and processing Expense management automation AI-driven audit support and compliance monitoring Financial forecasting and risk assessment Benefits and challenges of integrating AI Enhancing efficiency and accuracy in accounting processes Ethical considerations and risk management in AI adoption Overcoming resistance to AI implementation within firms Lessons learned from AI-driven transformations in finance departments Predicting AI's influence on the future of the accounting profession Preparing for the evolving role of accountants in an AI-enhanced environment
What's Behind the Data?
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls
Conducting a Remote Audit
-
Online
4.00 Credits
Member Price: $139
Benefits of remote auditing How to manage the team, the client, and the audit process remotely Engagement-wide procedures, from client acceptance through report issuance when remote auditing Narrow-topic considerations when remote auditing
Master the Art of CPA Communication: Boost Your Influence!
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication