CPE Catalog & Events

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.

One of the most talked about emerging technologies that has the potential to significantly disrupt the accounting profession is blockchain. This course is designed to bring you up to speed on what this revolutionary technology is all about. You will learn about the concepts, nomenclature, technology and potential applications related to blockchain. This will prepare you to participate in conversations about blockchain technology with your colleagues, peers and others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Whether you have a pipeline full of opportunities or need to generate more prospective clients, you want to ensure that your team is focused on closing the ideal (or close to ideal) target clients instead of opportunistically closing engagements that use resources but aren't best for the firm. We'll explore ideas to help you be more strategic in your business development efforts and engage in target account selling activities.

Not-for-profit organizations always need volunteers as treasurers or members of the financial oversight committee! CPAs are often asked to fulfill these roles. This course highlights the accounting needs of such organizations. QuickBooks 2023 Desktop will be used to demonstrate how its tools provide more efficient and effective financial management for your not-for-profit entity. This course is geared toward hands-on, or future hands-on, treasurers of service clubs and similar organizations.

Learn to prepare Cash Flow and Business Valuations. We will discuss the Standard of Value, Premise of Value and the Definition of Value. Valuation approaches include Income-Based, Market-Based and Asset Based approaches. Finally, an examination of Discounts and the Discounted Cash Flow Method.

It's essential to stay current on Form 5500 filing rules and requirements. Get a practical review of Form 5500, including 5500SF and 5500EZ. We'll discuss the changes for 2022 and how different government agencies use the form to target enforcement efforts. We'll review the related schedules, how to report late contributions, and what to do if your clients miss a filing deadline.

External auditors only detect 3-5% of all fraud incidences. Get pragmatic guidance on detecting fraud. Discuss where fraud is most likely to occur. Learn to conduct inquiries and direct the audit in the areas of greatest concern, those most likely to be abused by perpetrators.

This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.