CPE Catalog & Events

One of the most intimidating aspects of going into business for yourself is compliance. Tax, employment, and regulatory laws are difficult to navigate, so it often falls on the CPA to know the basics in these areas to help their clients avoid costly litigation. In this course, we will cover basic compliance areas for small business owners. We will look at the main elements of a contract, taxation of entity types, worker classification, property law, and many of the other areas that are often overwhelming for small business owners. By being able to speak to these issues, practitioners will be able to add value and help their small business owner clients grow and thrive.

Covering easy-to-miss tax matters from the past year The velocity of legal and regulatory tax change can make it difficult to keep up. In this course, you are brought up to date on the latest legislative, judicial, and IRS developments affecting businesses, individuals, estates, and trusts, including regulatory updates related to H.R. 1, commonly referred to as OBBBA. Matters that specifically affect tax practitioners (such as changes in the tax regulatory environment) are also covered. Topics include: Inflation adjustments U.S. Tax Court cases settled in the past year Law changes from the past year Recently issued regulatory and sub-regulatory guidance Focusing on implementation and compliance Materials inform you of the latest legal and regulatory tax matters affecting virtually all taxpayer profiles, helping you effectively complete tax planning and compliance engagements. Course materials point out tax planning opportunities and provide practice tips to help you serve clients with confidence.

The need for individual tax planning has never been greater. After passage of the One Big Beautiful Bill (OBBB), exclusions from income, above-the-line deductions, and credits will play a critical role in tax planning, but the changes to business, itemized, and exemption deductions must also be considered. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.

Business leaders often view an internal control system as a security measure. However, a well-designed system can also drive entity objectives. Learn to design a robust and well-supported system, leveraging years of experience and key concepts from authoritative pronouncements and frameworks. Explore strategies to address new business challenges, including evolving markets, rapid changes in business, and increasing governmental and industry-based regulation. This course is for anyone working with internal controls.

As long as LLCs, partnerships, and S corporations form the backbone of many CPAs' practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.

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.

Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course provides a concise overview of advanced, real-world applications of Claude Cowork, focusing on how accountants can operationalize agentic AI within complex financial workflows. Moving beyond foundational concepts, this session explores how AI plugins, structured workflows, and integrated data environments elevate Cowork from a capable assistant into a specialized accounting partner. Participants will examine high-impact use cases such as variance analysis, invoice automation, and board-level reporting, while learning how to embed domain intelligence through the Finance Plugin and firm-specific customization. A central theme of the course is the application of the Sparring Partner Protocol, enabling accountants to rigorously validate, challenge, and enhance AI-generated outputs. The session emphasizes that while AI can execute 70-80% of the work, professional judgment, verification, and strategic interpretation remain essential. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

When we leave our jobs, we also leave the protection our employer provides us with regards to internet and Wi-Fi security. Hired people may be able to help with the newest applications, but they may not understand the security risks posed. This session will cover some basic information about cybersecurity weaknesses and some of the scams that target older, retired people. Many times, the perpetrator is someone close and someone who we think we can trust. In this course, you will learn some basic tools to protect against those who wish to perpetrate fraud.

The Quality Management Suite of Standards was required to be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.

This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that qualify for charitable contributions, the income and estate tax treatment of gifts, and the various methods of structuring charitable donations to maximize tax efficiency. Attendees will learn about specific charitable gifting techniques such as donor-advised funds, charitable remainder trusts, and qualified charitable distributions from retirement accounts. The course will also examine tax deduction limits, substantiation requirements, and the impact of state tax credits on charitable giving. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective charitable giving strategies that align with their financial and philanthropic goals.

This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.

This course provides a focused update on major recent pronouncements issued by the Governmental Accounting Standards Board (GASB). Coverage includes GASB Statement No. 103 (financial reporting model), GASB Statement No. 104 (disclosures for capital assets), and GASB Statement No. 105 (subsequent events). Participants will also receive a high-level overview of active GASB exposure drafts and ongoing projects. The course is designed to help auditors, preparers, and financial leaders understand how these developments affect audits, financial statement preparation, and board reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

What you need to know about the lessee and lessor accounting models This course explains the lessee accounting model, including Lease and non-lease components Lease classification Amortization of the right-of-use asset Interest on the lease liability This course also explains the lessor accounting model, including Transfer of risk Profit recognition Collectibility Included in this course are detailed and illustrated examples with amortization tables and journal entries.

Revenue involves significant risks that warrant special consideration during audits. The Financial Accounting Standards Board (FASB) has issued a new standard—"Revenue from Contracts with Customers" that replaces most industry-specific revenue recognition requirements in US GAAP. A new principles-based, five-step revenue recognition model now applies. Recent disclosures of qualitative and quantitative information, significant judgments, and changes in judgments are also required. New systems, processes, and controls may be needed. Poor design or implementation may pose heightened risks of material misstatement, including those due to fraud.

The need for individual tax planning has never been greater. After passage of the One Big Beautiful Bill (OBBB), exclusions from income, above-the-line deductions, and credits will play a critical role in tax planning, but the changes to business, itemized, and exemption deductions must also be considered. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.

Business leaders often view an internal control system as a security measure. However, a well-designed system can also drive entity objectives. Learn to design a robust and well-supported system, leveraging years of experience and key concepts from authoritative pronouncements and frameworks. Explore strategies to address new business challenges, including evolving markets, rapid changes in business, and increasing governmental and industry-based regulation. This course is for anyone working with internal controls.

We all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. How can we use best practices and current research to improve our ability to predict the future" We will examine current best practices in forecasting to help us prepare better budgets and projections. We will also examine budgeting pitfalls and ways to avoid budget traps. We will discuss the risks that cause actual results to vary from our predictions and discuss methods to deal with both known and unknown risks.

This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025 for individual taxpayers, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and beyond. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Use QuickBooks Online more effectively! You'll learn how to avoid (and fix) common mistakes in QBO bank feeds, how to properly classify transactions, and best practices for recordkeeping. After working with hundreds of business owners and bookkeeping professionals, Alicia has seen all kinds of crazy bookkeeping. She's managed to distill those bad habits down into the top 10 mistakes people make in QuickBooks Online. She wants to make sure you don't make them, too! This hour and a half long course highlights the Top 10 best practices that you'll want to get right, saving yourself wasted time and money. We'll start with words of wisdom about setting up your account, and dialing in your chart of accounts and products & services. Then we'll look at recordkeeping, from receipts to understanding what qualifies as a tax-deductible expense. We'll finish up by taking a look at some of QBO's "quirks" so you know proper use of the software. It's important to implement these best practices right at the beginning of your QuickBooks file. It's a lot more expensive and time consuming to fix a file than it is to get trained to do it right in the first place! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.