CPE Catalog & Events

Tim Dreyer, a seasoned tax consultant with 50 years of experience, explores the evolving federal tax landscape as the TCJA approaches expiration. He discusses IRS enforcement shifts toward high-income individuals, small businesses, and crypto, critiques proposals like the Fair Tax Act, and reviews legislative efforts to streamline reporting and enhance taxpayer rights. Dreyer also highlights key risks for preparers under proposed Circular 230 revisions and strengthened disclosure requirements.

Leaders develop through a set of clearly defined stages that require different ways of thinking, different perspectives, and new skills. This workshop lays out the roadmap for every CPA, and finance and accounting professional that wants to advance the

Kasey Pittman of Cherry Bekaert and Mark Gallegos of Porte Brown LLC examine the One Big Beautiful Bill Act (OBBB), outlining the policy context behind its passage and the tax provisions with the greatest practical impact. They discuss key business, individual, and estate tax changes, highlighting planning opportunities, risks, and areas of uncertainty. The session emphasizes holistic tax planning, state conformity considerations, and advisor judgment under the new law.

Excel is the most widely used analysis tool in the world and a great starting point for diving into data analysis. In this course, you'll apply Excel's native tools to structure your data into spreadsheets and tables. You'll then analyze and produce insights from that data using pivot tables. Finally, you'll visualize those insights by building a dashboard in Excel. You'll apply these skills using modern functionality like dynamic array formulas, linked data types, Power Query, and Power Pivot. You'll work hands-on with real-world scenarios, using datasets pulled from financial statements and retail sales.

This comprehensive online certificate program will provide you with a solid understanding of financial forensics. You will become familiar with the forensic accountant's professional responsibility and get a fundamental knowledge of: the legal system,

This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities.

This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding of the foundation of personal tax returns.

Fund accounting, budgeting, and reporting are examined for accounting professionals and auditors working with state and local governments.

Fund accounting and reporting intricacies are decoded for accounting professionals and auditors who work with state and local governments.

A broad spectrum of personal financial planning topics covered in a short, examples-based course.

Future-Ready Finance: Motivating the Next Workforce explores how organizations can create an environment that fosters engagement, innovation, and long-term success.

Once defined by compliance and reporting, tomorrow's CFOs will lead technology strategy, data-driven capital allocation, and enterprise innovation. This course empowers finance leaders to anticipate technological disruption, reimagine their time and priorities, and design a roadmap for transforming finance from a control center into a strategic, tech-enabled powerhouse.

This course discusses generally accepted accounting principles (GAAP) as they apply to not-for-profit entities (NFPs). Specifically, the course will provide information about the sections of the FASB Accounting Standards Codification® (ASC) that should

The role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market, how the perception of value in the area of finance has changed, the role of the finance function in cybersecurity, and how finance leaders can help create a data-driven organization. 

Every CPA firm needs a succession plan—whether that means selling your practice, merging, or simply having a clear exit strategy to protect client relationships and ensure a smooth handoff of firm operations. Succession isn't just a future concern—it's a business essential. Join us for a focused webinar designed specifically for CPAs looking to prepare their practice for transition. Whether you're years away or actively planning your exit, this session will give you the insights and tools to move forward with confidence. We'll walk through current market trends and firm valuation strategies so you can understand what your practice is really worth. You'll learn what buyers are looking for—including how private equity is shaping the landscape—and what you need to do now to make your firm more attractive. We'll also explore tax implications, seller financing options, and the financial documentation that can make or break a deal. Beyond the numbers, we'll cover common pitfalls to avoid, key elements of business continuity planning, and how staffing decisions impact your succession timeline. This session is built to help you protect the legacy you've worked so hard to build—and position your firm for a smart, seamless next chapter.

Power-up your productivity and leave you with more time for the important things in life ? dash; family, friends, and fun! Learn components to allow you accomplish more in less time.

New GASB, OMB, and Yellow Book standards and requirements are detailed in this governmental accounting and auditing update to help you stay ahead of federal audit changes.

Retirement planning skills are enhanced as you explore governmental and employer retirement plans, enabling you to expertly recommend tailored retirement strategies aligned with client objectives.

The latest GASB developments and federal audit changes affecting governments and not-for-profits (NFPs) are explored in this update overview.