CPE Catalog & Events

All your CPE at credits as low as $18.98 per hour. Through June 30, 2025, earn the credit hours you need for an entire year at one low price with the CPE PowerPass. The PowerPass gives you the freedom to pick from hundreds of exam-free Webcasts displaying the PowerPass logo. Choose the 40-hour option for the best value! PowerPass combines travel-free, online CPE featuring live Q&A with experts — all at an incredible discount. PowerPass participants can view their usage, upcoming registrations and remaining hours in My FICPA/My CPE. Credits must be used or courses registered for prior to June 30th of the same membership year. Note:  Only 1 PowerPass can be purchased per membership year.  Please call Member Services if you would like to add additional credit hours to your existing PowerPass! Add to Cart and then choose the 25 or 40 hour option.

Tax Managing Investments - Tools & TechniquesCredit(s) and Type: 1 Technical BusinessSpeaker Name(s): Noah Rubin, CFP, MBA Deepen your understanding of the intersection between tax planning and investment outcomes through techniques like direct indexing, active harvesting, and QCDs for IRAs. Discussion focused on the belief: “It’s not what client’s earn that matters, it’s what they keep after taxes that counts.”   Chapter Registration Contact Name: Noah Rubin, CFP, MBAEmail: noah.rubin@wellsfargoadvisors.com Meal Description A variety of breakfast items will be served with an option of coffee or juice. Member Cost $20Non-Member Cost $30 Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions. Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando, FL 32809Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):

It is essential for CPAs to have an understanding of the ethical problems and principles that impact their daily interactions with clients, employers, and regulatory authorities. This informative and lively course is delivered through an interactive discussion with our panel of experts. This course reviews the frameworks provided in the Florida Statutes, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct that determine the expectations for your behavior as a Florida CPA. In addition to focusing on the application of specific rules and requirements in those frameworks, the course will also examine recent trends in business and professional ethics. This course is designed for CPAs in all areas of practice and fulfills the biennial ethics requirements for Florida CPAs.

A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into their financial statements. Best practices today look little like the examples you may have seen in business school. If you sense that your general ledger could do far more, this session will show you how to fix your problems This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

With the constant churning of governmental accounting standards, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in governmental accounting today.

Regardless of size, all organizations must be aware of the risks associated with intentionally fraudulent acts. Fraud can be executed from within an organization, by external parties, or both. Therefore, a primary method to thwart fraud is understanding how and why it occurs. First, understand why internal and external intentional defalcations take place. Discuss the difficulty in understanding the motives driving those who undertake fraud. Finally, review measures organizations can implement to stop fraud and add security to the enterprise.

This course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We'll then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. We'll also review year 2 considerations for leases including modification accounting. Then we will switch gears, switching to the audit side of the house. We'll review the impact of the changes to auditing group audits as well as the status of the AICPA's quality management project management. This course will keep auditors up to date on the work of the ASB. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.

An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Are you looking to fortify your practice against the ever-growing threats in the digital landscape? Join us for the third installment of our exclusive webinar series, "Mastering Cybersecurity," brought to you by Practice Protect.  In today's digitally connected world, the need for comprehensive cybersecurity is paramount. With cyberattacks becoming more sophisticated, it's crucial to stay ahead of the curve in protecting your sensitive client data. This webinar series is designed to equip CPAs with the knowledge and tools needed to secure their practices and client information effectively.

Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of guilt and empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex while leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience. 

American businesses report losing $400 billion a year to unclear writing that wastes time, kills contracts and turns off customers.  Optimize your time spent in communications as a writer and a reader.  Prevent your readers from deleting your email or sending your document to the circular file because they are too much work to decipher.  Write with clear purpose and enjoy the results and time saved. Be part of the solution, not part of the problem – write it right the first time.

Employee discipline is always challenging. Training on proper progressive discipline is critical to avoiding potential lawsuits while also trying to bring out the best possible employee performance. This webinar is designed to assist human resources professionals and managers in understanding the best ways to use progressive discipline as both a management and risk reduction tool. The webinar also will address best practices with regard to the employee termination process.

How do I treat a property transaction? You'll be able to answer this question after taking a focused look at the IRS cost and repair regulations. With an understanding of capitalized cost and depreciation rules, you can help your clients achieve significant tax savings. You'll also learn about the rules for: Depreciation Amortization Like-kind exchanges Involuntary conversions Business property sales Property-related timing issues Planning opportunities What's going on with capitalized costs and depreciation? Course materials cover the latest legislation, including: The requirement to capitalize and amortize Section 174 research and experimentation expenditures Changes to bonus depreciation levels starting in 2023 The technical correction issued in the Coronavirus Aid, Relief, and Economic Security (CARES) Act

With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a partnership/LLC course focusing on the hottest tax topics and most frequently encountered issues. This case driven course will deal with both partnership/LLC and partner/member developments addressing the most common, yet complex Federal partnership/LLC issues and problems. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

This comprehensive training is designed to get the accountant up to speed quickly with partnership and limited liability company (LLC) formation and preparation issues as well as a complete understanding of calculating a partner and LLC member’s basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1065 Schedule K and K-1 and how these items affect the partner/member’s individual income tax return. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations.  **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

This course focuses on concluding a fraud examination and participating in court activity. You will learn how to draft an effective written report on a fraud investigation, including exhibits and visual aids that will help make your case. We will discuss common questions asked of financial experts and techniques for successfully testifying at deposition and trial. This is the most practical fraud investigation course you will ever take. Rather than learning only the theory of fraud, you will learn how a forensic accountant actually investigates fraud from the beginning to the end. We focus on forensic accounting techniques used in the field to prove what happened, who was involved, how much money was stolen, and where the money went. Reporting the Results of a Fraud Investigation is Part 4 of a series of four courses on fraud investigations. Each course is a stand-alone class that may be taken individually. For comprehensive instruction on completing a fraud investigation from start to finish, take all four. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Nov. 21 / 11 a.m.-12 p.m. 1 Hours of CPE / Sponsored by National Tax Group  In just one hour, Joe Pagano, Senior Vice President, National Tax Group (NTG) will reveal the identity of a dynamic duo of tax benefit tools– the Internal Revenue Code’s Section 179D and cost segregation studies (CSS)  When used alone, Section179D (Energy Efficient Commercial Buildings Deduction) and CSS (that allows for super-accelerated asset depreciation) are powerful; when working alongside one another – POW – these tax benefit defenders deserve front–page news! Pagano will unmask the true identities of §179D and CSS; share their synergistic powers; identify developers, owners, and investors that will benefit from their significant tax advantages; cover accounting and forms required for both and introduce the role and process your firm plays when providing these services to clients. Register today and learn how 179D and CSS can help increase real estate owners' deduction opportunities on their assets. Speaker Bio Joseph Pagano, is Senior Vice President with National Tax Group (NTG), providing tax credits and incentives to real estate owners and architects throughout the United States. NTG provides a niche group of engineering-based tax incentives that live inside the tax code. By adhering to strict IRS and engineering standards, they help create an unbiased opinion that increases real estate owners' deduction opportunities on their assets. Prior to joining NTG, Joe specialized in trading and selling High Yield bonds at global banking conglomerates where he serviced and covered some of the world's largest mutual, pension and hedge funds.