CPE Catalog & Events

Though many clients see Social Security as a government benefit, it is really a covered worker's investment asset to be managed like any other asset. This course examines how Social Security benefits are calculated, identifying benefit-claiming strategies and what spouses can do now to maximize benefits at retirement. You'll learn how Social Security works and explore common planning situations'including workers with and without spouses, sandwich-generation families with dependent parents and minor children, and surviving and/or divorced spouses'with the focus on techniques to maximize your clients' benefits.

Does it seem like you spend far too much time recruiting" Do your people leave just as they become productive" If you think your turnover is because Millennials are different from earlier generations, you probably are not looking at the real source of your problem. Learn the changes you should make now!

*** Save 15% on this event when you use the code SAVE15 at checkout *** Partnership taxation remains one of the most complex and high-risk areas of federal tax compliance. From basis calculations and allocation rules to disguised sales, debt allocations, and partnership audit exposure, even experienced CPAs can encounter technical pitfalls that create significant financial and professional risk.This two-hour program examines the top 10 partnership tax issues most frequently encountered in practice. Designed specifically for CPAs advising partnerships and partners, the course provides practical guidance to identify, analyze, and avoid common compliance errors under Subchapter K. Through real-world examples and application of current tax law, participants will strengthen their technical proficiency and improve the quality of client advisory services. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Intermediate Virginia Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

     Member Appreciation Day: A Benefit of Belonging August 27, 20268 a.m. – 5:15 p.m. (Lunch break from 12 – 1 p.m.) Earn up to 8 hours of CPE.  Join us for a full-day of FREE virtual CPE featuring 8 hours of high-impact education designed specifically for you. Choose from timely, practical sessions led by expert speakers covering the issues CPAs are facing right now in the technology, audit, tax, ethics, and leadership space. Learn, earn FREE CPE, and stay ahead of the profession, all from the convenience of your desk. Agenda:   Welcome and a word from FICPA President & CEO: 8 - 8:10 am   Session 1: 8:10 - 9:00 am   Session 2: 9:15: 10:05 am   Session 3: 10:20 - 11:10 am   Session 4: 11:10 - 12:00 pm   Lunch Break: 12:00 - 1:00 pm   Session 5: 1:05 - 1:55 pm   Session 6: 2:10 - 3:00 pm   Session 7: 3:15 - 4:05 pm   Session 8: 4:20 - 5:10 pm    Closing 5:10 - 5:15 pm Check back soon for more session details!  Members will leave having:    • Gained knowledge from industry leaders and subject matter experts through engaging presentations.    • Participated in sessions that will equip them with practical tools and techniques to apply in their professional  and personal lives.    • Connected with and shared experiences through the online chat feature.    • Heard diverse opinions on current trends, challenges, and opportunities in the accounting industry.    • Real-time questions answered by experts, ensuring you leave with actionable insights.    • Accessed a collection of resources and copies of presentations to support your ongoing learning journey.  You do not have to attend all 8 sessions and you can receive partial credit for the day. This free CPE is yours as a thank you for being a valued FICPA member.    Not a FICPA member? Join now to attend free. (Member Benefits - Florida Institute of CPAs)

This course comprehensively reviews the laws and regulations impacting S corporations. Get updated on the IRS' compliance campaign that targets the improper reporting and calculations of stock basis and distributions. Learn to calculate and report critical S corporation tax items that generate most IRS audit adjustments correctly. Topics cover issues include S corporation qualifications, making and keeping the S election, reasonable compensation, taxation of distributions, the use of Qualified Subchapter S Subsidiaries, allocation of annual operating income and loss, tax reporting elections and learning the proper method to calculate the basis of stock and debt amounts.

This comprehensive case-driven training is designed to quickly get the accountant up to speed in 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. This session is taught using a Hands-On methodology. Real-world examples and cases demonstrate the complex income tax code and regulations to enhance the participant's learning experience. Each attendee will receive the most comprehensive reference manual with numerous practice aids, real-world examples, and case studies.

     Member Appreciation Day: A Benefit of Belonging August 27, 20268 a.m. – 5:15 p.m. (Lunch break from 12 – 1 p.m.) Earn up to 8 hours of CPE.  Join us for a full-day of FREE virtual CPE featuring 8 hours of high-impact education designed specifically for you. Choose from timely, practical sessions led by expert speakers covering the issues CPAs are facing right now in the technology, audit, tax, ethics, and leadership space. Learn, earn FREE CPE, and stay ahead of the profession, all from the convenience of your desk. Agenda:   Welcome and a word from FICPA President & CEO: 8 - 8:10 am   Session 1: 8:10 - 9:00 am   Session 2: 9:15: 10:05 am   Session 3: 10:20 - 11:10 am   Session 4: 11:10 - 12:00 pm   Lunch Break: 12:00 - 1:00 pm   Session 5: 1:05 - 1:55 pm   Session 6: 2:10 - 3:00 pm   Session 7: 3:15 - 4:05 pm   Session 8: 4:20 - 5:10 pm    Closing 5:10 - 5:15 pm Check back soon for more session details!  Members will leave having:    • Gained knowledge from industry leaders and subject matter experts through engaging presentations.    • Participated in sessions that will equip them with practical tools and techniques to apply in their professional  and personal lives.    • Connected with and shared experiences through the online chat feature.    • Heard diverse opinions on current trends, challenges, and opportunities in the accounting industry.    • Real-time questions answered by experts, ensuring you leave with actionable insights.    • Accessed a collection of resources and copies of presentations to support your ongoing learning journey.  You do not have to attend all 8 sessions and you can receive partial credit for the day. This free CPE is yours as a thank you for being a valued FICPA member.    Not a FICPA member? Join now to attend free. (Member Benefits - Florida Institute of CPAs)

     Member Appreciation Day: A Benefit of Belonging   August 27, 20268 a.m. – 5:15 p.m. (Lunch break from 12 – 1 p.m.) Earn up to 8 hours of CPE.  Join us for a full-day of FREE virtual CPE featuring 8 hours of high-impact education designed specifically for you. Choose from timely, practical sessions led by expert speakers covering the issues CPAs are facing right now in the technology, audit, tax, ethics, and leadership space. Learn, earn FREE CPE, and stay ahead of the profession, all from the convenience of your desk. Agenda:   Welcome and a word from FICPA President & CEO: 8 - 8:10 am   Session 1: 8:10 - 9:00 am   Session 2: 9:15: 10:05 am   Session 3: 10:20 - 11:10 am   Session 4: 11:10 - 12:00 pm   Lunch Break: 12:00 - 1:00 pm   Session 5: 1:05 - 1:55 pm   Session 6: 2:10 - 3:00 pm   Session 7: 3:15 - 4:05 pm   Session 8: 4:20 - 5:10 pm    Closing 5:10 - 5:15 pm Check back soon for more session details!  Members will leave having:    • Gained knowledge from industry leaders and subject matter experts through engaging presentations.    • Participated in sessions that will equip them with practical tools and techniques to apply in their professional  and personal lives.    • Connected with and shared experiences through the online chat feature.    • Heard diverse opinions on current trends, challenges, and opportunities in the accounting industry.    • Real-time questions answered by experts, ensuring you leave with actionable insights.    • Accessed a collection of resources and copies of presentations to support your ongoing learning journey.  You do not have to attend all 8 sessions and you can receive partial credit for the day. This free CPE is yours as a thank you for being a valued FICPA member.    Not a FICPA member? Join now to attend free. (Member Benefits - Florida Institute of CPAs)

This course comprehensively reviews the laws and regulations impacting S corporations. Get updated on the IRS' compliance campaign that targets the improper reporting and calculations of stock basis and distributions. Learn to calculate and report critical S corporation tax items that generate most IRS audit adjustments correctly. Topics cover issues include S corporation qualifications, making and keeping the S election, reasonable compensation, taxation of distributions, the use of Qualified Subchapter S Subsidiaries, allocation of annual operating income and loss, tax reporting elections and learning the proper method to calculate the basis of stock and debt amounts.

This comprehensive case-driven training is designed to quickly get the accountant up to speed in 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. This session is taught using a Hands-On methodology. Real-world examples and cases demonstrate the complex income tax code and regulations to enhance the participant's learning experience. Each attendee will receive the most comprehensive reference manual with numerous practice aids, real-world examples, and case studies.

     Member Appreciation Day: A Benefit of Belonging August 27, 20268 a.m. – 5:15 p.m. (Lunch break from 12 – 1 p.m.) Earn up to 8 hours of CPE.  Join us for a full-day of FREE virtual CPE featuring 8 hours of high-impact education designed specifically for you. Choose from timely, practical sessions led by expert speakers covering the issues CPAs are facing right now in the technology, audit, tax, ethics, and leadership space. Learn, earn FREE CPE, and stay ahead of the profession, all from the convenience of your desk. Agenda:   Welcome and a word from FICPA President & CEO: 8 - 8:10 am   Session 1: 8:10 - 9:00 am   Session 2: 9:15: 10:05 am   Session 3: 10:20 - 11:10 am   Session 4: 11:10 - 12:00 pm   Lunch Break: 12:00 - 1:00 pm   Session 5: 1:05 - 1:55 pm   Session 6: 2:10 - 3:00 pm   Session 7: 3:15 - 4:05 pm   Session 8: 4:20 - 5:10 pm    Closing 5:10 - 5:15 pm Check back soon for more session details!  Members will leave having:    • Gained knowledge from industry leaders and subject matter experts through engaging presentations.    • Participated in sessions that will equip them with practical tools and techniques to apply in their professional  and personal lives.    • Connected with and shared experiences through the online chat feature.    • Heard diverse opinions on current trends, challenges, and opportunities in the accounting industry.    • Real-time questions answered by experts, ensuring you leave with actionable insights.    • Accessed a collection of resources and copies of presentations to support your ongoing learning journey.  You do not have to attend all 8 sessions and you can receive partial credit for the day. This free CPE is yours as a thank you for being a valued FICPA member.    Not a FICPA member? Join now to attend free. (Member Benefits - Florida Institute of CPAs)

     Member Appreciation Day: A Benefit of Belonging August 27, 20268 a.m. – 5:15 p.m. (Lunch break from 12 – 1 p.m.) Earn up to 8 hours of CPE.  Join us for a full-day of FREE virtual CPE featuring 8 hours of high-impact education designed specifically for you. Choose from timely, practical sessions led by expert speakers covering the issues CPAs are facing right now in the technology, audit, tax, ethics, and leadership space. Learn, earn FREE CPE, and stay ahead of the profession, all from the convenience of your desk. Agenda:   Welcome and a word from FICPA President & CEO: 8 - 8:10 am   Session 1: 8:10 - 9:00 am   Session 2: 9:15: 10:05 am   Session 3: 10:20 - 11:10 am   Session 4: 11:10 - 12:00 pm   Lunch Break: 12:00 - 1:00 pm   Session 5: 1:05 - 1:55 pm   Session 6: 2:10 - 3:00 pm   Session 7: 3:15 - 4:05 pm   Session 8: 4:20 - 5:10 pm    Closing 5:10 - 5:15 pm Check back soon for more session details!  Members will leave having:    • Gained knowledge from industry leaders and subject matter experts through engaging presentations.    • Participated in sessions that will equip them with practical tools and techniques to apply in their professional  and personal lives.    • Connected with and shared experiences through the online chat feature.    • Heard diverse opinions on current trends, challenges, and opportunities in the accounting industry.    • Real-time questions answered by experts, ensuring you leave with actionable insights.    • Accessed a collection of resources and copies of presentations to support your ongoing learning journey.  You do not have to attend all 8 sessions and you can receive partial credit for the day. This free CPE is yours as a thank you for being a valued FICPA member.    Not a FICPA member? Join now to attend free. (Member Benefits - Florida Institute of CPAs)

     Member Appreciation Day: A Benefit of Belonging   August 27, 20268 a.m. – 5:15 p.m. (Lunch break from 12 – 1 p.m.) Earn up to 8 hours of CPE.  Join us for a full-day of FREE virtual CPE featuring 8 hours of high-impact education designed specifically for you. Choose from timely, practical sessions led by expert speakers covering the issues CPAs are facing right now in the technology, audit, tax, ethics, and leadership space. Learn, earn FREE CPE, and stay ahead of the profession, all from the convenience of your desk. Agenda:   Welcome and a word from FICPA President & CEO: 8 - 8:10 am   Session 1: 8:10 - 9:00 am   Session 2: 9:15: 10:05 am   Session 3: 10:20 - 11:10 am   Session 4: 11:10 - 12:00 pm   Lunch Break: 12:00 - 1:00 pm   Session 5: 1:05 - 1:55 pm   Session 6: 2:10 - 3:00 pm   Session 7: 3:15 - 4:05 pm   Session 8: 4:20 - 5:10 pm    Closing 5:10 - 5:15 pm Check back soon for more session details!  Members will leave having:    • Gained knowledge from industry leaders and subject matter experts through engaging presentations.    • Participated in sessions that will equip them with practical tools and techniques to apply in their professional  and personal lives.    • Connected with and shared experiences through the online chat feature.    • Heard diverse opinions on current trends, challenges, and opportunities in the accounting industry.    • Real-time questions answered by experts, ensuring you leave with actionable insights.    • Accessed a collection of resources and copies of presentations to support your ongoing learning journey.  You do not have to attend all 8 sessions and you can receive partial credit for the day. This free CPE is yours as a thank you for being a valued FICPA member.    Not a FICPA member? Join now to attend free. (Member Benefits - Florida Institute of CPAs)

     Member Appreciation Day: A Benefit of Belonging August 27, 20268 a.m. – 5:15 p.m. (Lunch break from 12 – 1 p.m.) Earn up to 8 hours of CPE.  Join us for a full-day of FREE virtual CPE featuring 8 hours of high-impact education designed specifically for you. Choose from timely, practical sessions led by expert speakers covering the issues CPAs are facing right now in the technology, audit, tax, ethics, and leadership space. Learn, earn FREE CPE, and stay ahead of the profession, all from the convenience of your desk. Agenda:   Welcome and a word from FICPA President & CEO: 8 - 8:10 am   Session 1: 8:10 - 9:00 am   Session 2: 9:15: 10:05 am   Session 3: 10:20 - 11:10 am   Session 4: 11:10 - 12:00 pm   Lunch Break: 12:00 - 1:00 pm   Session 5: 1:05 - 1:55 pm   Session 6: 2:10 - 3:00 pm   Session 7: 3:15 - 4:05 pm   Session 8: 4:20 - 5:10 pm    Closing 5:10 - 5:15 pm Check back soon for more session details!  Members will leave having:    • Gained knowledge from industry leaders and subject matter experts through engaging presentations.    • Participated in sessions that will equip them with practical tools and techniques to apply in their professional  and personal lives.    • Connected with and shared experiences through the online chat feature.    • Heard diverse opinions on current trends, challenges, and opportunities in the accounting industry.    • Real-time questions answered by experts, ensuring you leave with actionable insights.    • Accessed a collection of resources and copies of presentations to support your ongoing learning journey.  You do not have to attend all 8 sessions and you can receive partial credit for the day. This free CPE is yours as a thank you for being a valued FICPA member.    Not a FICPA member? Join now to attend free. (Member Benefits - Florida Institute of CPAs)

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

     Member Appreciation Day: A Benefit of Belonging  August 27, 20268 a.m. – 5:15 p.m. (Lunch break from 12 – 1 p.m.) Earn up to 8 hours of CPE.  Join us for a full-day of FREE virtual CPE featuring 8 hours of high-impact education designed specifically for you. Choose from timely, practical sessions led by expert speakers covering the issues CPAs are facing right now in the technology, audit, tax, ethics, and leadership space. Learn, earn FREE CPE, and stay ahead of the profession, all from the convenience of your desk. Agenda:   Welcome and a word from FICPA President & CEO: 8 - 8:10 am   Session 1: 8:10 - 9:00 am   Session 2: 9:15: 10:05 am   Session 3: 10:20 - 11:10 am   Session 4: 11:10 - 12:00 pm   Lunch Break: 12:00 - 1:00 pm   Session 5: 1:05 - 1:55 pm   Session 6: 2:10 - 3:00 pm   Session 7: 3:15 - 4:05 pm   Session 8: 4:20 - 5:10 pm    Closing 5:10 - 5:15 pm Check back soon for more session details!  Members will leave having:    • Gained knowledge from industry leaders and subject matter experts through engaging presentations.    • Participated in sessions that will equip them with practical tools and techniques to apply in their professional  and personal lives.    • Connected with and shared experiences through the online chat feature.    • Heard diverse opinions on current trends, challenges, and opportunities in the accounting industry.    • Real-time questions answered by experts, ensuring you leave with actionable insights.    • Accessed a collection of resources and copies of presentations to support your ongoing learning journey.  You do not have to attend all 8 sessions and you can receive partial credit for the day. This free CPE is yours as a thank you for being a valued FICPA member.    Not a FICPA member? Join now to attend free. (Member Benefits - Florida Institute of CPAs)

This 4-hour program addresses the latest promulgations of FASB ASU impacting privately-held entities, AICPA SAS and selected AICPA ethics interpretations.  

Numerous fraud cases point out that it doesn't take a sophisticated level of complexity to steal from an organization. Fraud is intended to be hidden and thus can very easily meet its target to deceive. Fraud has a pervasive role in today's corporate environment, and organizations that choose to ignore fraud risk or disregard its impact become a fraudster's opportunity. This course will provide the professional with valuable knowledge about fraud risk and various best practices in fraud prevention programs designed to mitigate such risk. The course will also provide an introduction to fraud investigations and forensic accounting and is ideal for the professional seeking to expand his or her knowledge base and who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.

Office Scripts are a new and exciting development for Excel and other applications. Although they are like macros in some respects, most users will likely find them easier to work with. Learn how to use this powerful automation tool!

Recently issued SSARS 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement, will significantly change the way public accounting firms assist in the preparation of financial statements. This program will discuss the practical implications of the standard, how it can affect the need to adhere to SSARS standards,  peer review applicability, and how CPAs can help businesses using the Consulting Standards instead of SSARS.