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.

*** Save 15% on this event when you use the code FALL24 at checkout *** In June 2022, the AICPA Auditing Standards Board (ASB) issued three interrelated standards on quality management (collectively, the QM standards). The new QM standards represent a significant change in how CPA firms will approach audit and attestation quality in the future, moving from a policies-based approach to a risk-based approach. The new standards will affect every firm that performs engagements in accordance with the SASs, SSARSs and SSAEs. Implementation of these new standards is required by Dec. 15, 2025. The key changes brought about by the new standards are:·  New risk-based approach, incorporating a risk assessment process driving firms to focus on quality management tailored to their circumstances · Revised components of the system of quality management — two new components, including information and communication · More robust leadership and governance requirements · Enhanced monitoring and remediation processes · New requirements for networks and service providers The new standards require firms to determine their quality management risks; to determine the root cause for the identified risks; and to develop responses to eliminate the identified risks and avoid engagement non-performance

*** Save 15% on this event when you use the code FALL24 at checkout *** The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more! Level of Knowledge:  IntermediateCPE Credit:  4 Business Management and Organization, 2 Finance, 2 AccountingAdvanced Prep:  None    

  *** Save 15% on this event when you use the code FALL24 at checkout *** Get ready to step up your game with Don Farmer's 2024 Retirement Plan Playbook: A Game-Changer for Advising Your Small Business Clients! This isn’t your average tax course — this is the ultimate showdown of retirement planning strategies, delivered with the energy and excitement of a sports highlight reel. Join us as we break down the playbook for selecting the best retirement plans for small businesses. With a mix of humor, real-world examples, and expert insights, you’ll learn how to help your clients score big on tax savings and secure their future. We’ll dive into the latest moves from the SECURE Act 2.0 (signed into law Dec. 29, 2022), including the new Roth SIMPLE and SEP IRA provisions that are changing the game for the 2024 tax year. Don’t just sit on the sidelines — get in the game with Don Farmer’s 2024 Retirement Plan Playbook and become the MVP for your clients’ retirement strategies! Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Update  

  *** Save 15% on this event when you use the code FALL24 at checkout ***   Jeff Sailor's in-person course provides an in-depth look into the most important new pronouncements issued during the past year, along with an overview of less pervasive ones. Sailor’s unique teaching method with video parodies sprinkled throughout the eight-hour course encourages active learning for better information retention.  Thursday, Dec. 5, 2024 Orange County Bar Association, 880 N. Orange Ave., Orlando, FL 32801 8:00 a.m. - 5:00 p.m.  8 Hours of CPE  

*** Save 15% on this event when you use the code FALL24 at checkout *** Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 deployment. Discover how to leverage the Microsoft 365 suite of applications to unlock new efficiencies and opportunities within your business organization or CPA firm. Don't miss this chance to supercharge your operations with cutting-edge tools! Whether you are working in public practice or business and industry, this event will provide you with a return on investment many times greater than your investment to attend. InstructorJohn H. Higgins, CPA.CITP

  *** Save 15% on this event when you use the code FALL24 at checkout *** In this course, we review current year developments and planning ideas affecting individual, corporate and business income taxation using a combination of humor and examples. We will emphasize all major new tax legislation as well as other significant tax developments that affect 2024 tax return preparation and 2024 tax planning for individuals, corporations and non-corporate businesses. The course format is designed to update CPAs with various levels of experience. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Update

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Develop your soft skills in training courses that benefit both the person attending and their organization. This course, the final course of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. The Level V course highlights leadership skills and situations that are common for managers and senior managers of organizations. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

  *** Save 15% on this event when you use the code FALL24 at checkout *** In this course, we review current year developments, recurring problems and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2024 individual income tax planning and return preparation. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Update

*** Save 15% on this event when you use the code FALL24 at checkout *** Learn critical, need-to-know information regarding sales and use tax in Florida for public CPAs with Florida business clients and CPAs in industry who work for companies doing business in Florida. Review most current Florida tax statutes and cases.

  *** Save 15% on this event when you use the code FALL24 at checkout *** In this course, we review current year developments, recurring problems and planning ideas affecting individual, corporate and business income taxation. Using a combination of humor and examples, we will emphasize all major new tax legislation as well as other significant tax developments that affect 2024 tax return preparation and 2024 income tax planning for individuals, corporations and non-corporate businesses. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Update

*** Save 15% on this event when you use the code FALL24 at checkout *** This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively.You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation.Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

*** Save 15% on this event when you use the code FALL24 at checkout *** This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.

*** Save 15% on this event when you use the code FALL24 at checkout *** ChatGPT and AI can enrich your accounting practice if you use it the right way. If you don't, disaster lurks. How can you make this technology work for you instead of against you?This timely, entertaining, and results-focused course will show you how to use five powerful principles to make ChatGPT and AI work for you instead of against you.You'll see how to apply these principles to a range of scenarios you face as a CPA, and you'll leave with strategies you can implement immediately.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

This course is designed for firm partners and managers to explore ways to incorporate data analytics and related technologies in their audit practices. Participants explore how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services to clients. All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.

  Get ready to dive into the top plays of IRS tax resolution with Don Farmer's 2024 Top 10 IRS Tax Resolution Strategies! This isn’t your typical tax class — it's a relaxed, informative and engaging session that’s all about helping you master the art of representing your clients with confidence. We’re counting down the top 10 options for IRS tax resolution, ranked in priority order to guide your representation planning. Wondering where Offer In Compromise, Installment Agreements, Uncollectable status, and Innocent Spouse relief stack up? We’ve got the answers — and those are just four of the top 10! Plus, we’ll tackle penalty abatement, collections through ACS vs. Revenue Officer, and when to choose one over the other. As a bonus, we’ll introduce you to the IRS Power of Attorney upload tool — when to use it and the pitfalls to watch out for (spoiler alert: there are a few!). We’ll be taking your questions throughout the session, so don’t be shy. Share your challenges and scenarios, and we’ll share our best advice. It’s virtual, but it’s going to be interactive — so if you’re thinking of a question, chances are someone else is too. Let’s tackle them together! Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Update  

  In this course, we review current year developments and planning ideas affecting individual, corporate and business income taxation using a combination of humor and examples. We will emphasize all major new tax legislation as well as other significant tax developments that affect 2024 tax return preparation and 2024 tax planning for individuals, corporations and non-corporate businesses. The course format is designed to update CPAs with various levels of experience. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Update

The course provides information essential to all peer reviewers, including a high-level overview of changes to standards and guidance, as well as an update on results from the Enhanced Oversight Program.

This 2-hour mini course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEASc approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide value-added services to clients. All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations easy delivery of video presentations fillable PDF for online note-taking in the course materials.