CPE Catalog & Events

Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify and interpret the most common IRS letters, including general notices, audit requests, collections, return inquiries, and error notices.Recall IRS deadlines and the importance of timely and accurate responses.Apply effective communication strategies when corresponding with the IRS.Proactively address IRS concerns to avoid escalation and penalties.Ensure compliance with IRS requirements when responding to correspondence.Assess common issues that arise from IRS letters and develop resolution strategies.Advise clients on their rights and responsibilities when dealing with IRS correspondence.Implement documentation and tracking practices to manage IRS responses effectively. Program Content: The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence. Who should attend: CPAs, EA, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals assisting clients with IRS tax resolution Developed By: Hourani & Associates Inc Instructor: Mary Jane Hourani CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients, and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks, and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks, and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications, and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics, and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify and address the five key barriers preventing technology adoption in their firmApply the CPA Firm Digital Maturity Model to assess their organization's readiness for transformationEvaluate AI tools and vendors using strategic fit criteria appropriate for their firm sizeImplement change management strategies to overcome leadership and staff resistanceDevelop metrics beyond traditional ROI to measure technology implementation success Program Content: The major topics that will be covered in this course include:Five critical technology adoption challenges facing CPA firms todayDigital maturity assessment models and implementation frameworksAI integration strategies for tax, audit, and advisory servicesCybersecurity considerations and risk management protocolsCase studies of successful technology transformations in accounting firms Who should attend: Partners, managing partners, firm administrators, IT directors, COOs, CFOs, practice leaders, senior managers, technology implementation leaders, innovation officers, digital transformation leads, process improvement managers, anyone responsible for technology strategy Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Accounting (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways, and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals, and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify the top factors that drive retention decisionsImplement whole-person compensation strategies beyond salaryDesign flexible work arrangements that balance employee needs with client serviceCreate meaningful career paths for professionals not seeking partnershipEvaluate your firm's business model for retention sustainabilityApply the "pentagon firm" model to reduce reliance on entry-level staffDevelop retention strategies specific to diverse and younger professionalsAssess your current scheduling and workload distribution practicesBuild a strategic retention plan with measurable outcomes Program Content: The major topics that will be covered in this course include:The true cost of turnover versus retention investmentResearch findings on why professionals leave or stayWhole-person retention strategies beyond compensationWork-life balance solutions that maintain productivityCareer development paths for non-partner track professionalsBusiness model transformations for sustainable staffingTechnology and outsourcing strategies to reduce burnoutRetention strategies specific to diverse talent and younger professionals  Who should attend: Partners, managing partners, CPA firm HR professionals, managers, senior managers, directors, practice leaders, firm administrators, CPAs in leadership positions, public accountants with management responsibilities Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Accounting (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: This course provides a focused analysis of the individual and small business provisions in H.R.1, "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision, to enhanced bonus depreciation - designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...• Recognize key individual and small business tax reforms introduced in H.R.1• Apply provisions such as no-tax-on-tips, no-tax-on-overtime exclusions, expanded senior deductions and car loan interest.• Evaluate planning opportunities using expanded credits, phase-outs, and entity-level deductions• Advise Form 1040 filers on compliance strategies and tax planning as these provisions take effect. Program Content: The major topics that will be covered in this course include:Individual Taxation: Child tax credit expansion, tip/overtime exclusions, SALT cap extensionIncome & Adjustments: Tip income exclusion, overtime relief, educator expensesBusiness Taxation: Bonus depreciation, §199A expansion, interest deduction limitsEstate & Gift Tax: Increased exemption thresholds, charitable deduction changesEducation Incentives: Student loan discharge, 529 plan expansion, new "Trump Accounts"Compliance & Reporting: 1099-K threshold changes Who should attend: CPA, EA, Tax Professional, Financial Planner, Attorney Developed By: Hourani & Associates Inc Instructor: Mary Jane Hourani CPE Credit: 2.00 Field of Study: Taxes (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes, and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives, and audit committee chairs, participants will explore how artificial intelligence, blockchain, and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality, and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Implement AI and blockchain tools to enhance audit qualityDevelop talent retention strategies for technology-savvy teamsNavigate regulatory sandboxes for safe technology adoptionExpand services to include ESG and real-time assuranceCreate actionable plans for audit transformation Program Content: The major topics that will be covered in this course include:Explore AI, blockchain, and data analytics impact on auditsAddress talent crisis through retention and upskilling strategiesNavigate PCAOB standards and regulatory sandbox conceptsExpand audits to include ESG and nonfinancial metricsImplement technology solutions for firms of all sizes Who should attend: Audit partners, audit managers, senior auditors, audit supervisors, quality control leaders, risk assessment professionals, audit technology specialists, firm managing partners, audit committee members, internal audit directors, compliance officers, professionals responsible for audit methodology Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Auditing (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Analyze recent court cases and Treasury publications affecting individuals and business entities. Recognize recent changes to IRS procedure. Identify recently issued tax court opinions and their implications to taxpayers. Assess the status of upcoming tax legislation and how it might affect clients. Program Content: The major topics that will be covered in this course include:The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business  International  Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions  Who should attend: This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications. Developed By: Allison M. McLeod, LL.M., CPA. A PLLC Instructor: Allison McLeod CPE Credit: 4.00 Field of Study: Taxes (4.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event. Learning Objectives: After attending this presentation you will be able to...Identify minimum understanding and documentation requirements if the auditor does not intend to rely on internal controls.Recognize internal controls of less-sophisticated, small-to-medium sized audit clients.Utilize identified internal controls for an efficient, risk-based approach to audits conducted in accordance with generally accepted auditing standards.Document your procedures and related conclusions Program Content: The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients Who should attend: CPAs in public practice and members in industry. Developed By: Chris Harper, CPA Instructor: Chris Harper CPE Credit: 4.00 Field of Study: Auditing (4.00) Prerequisites: Basic working knowledge of the audit process. Advanced Preparation: None Format: QAS Self Study

Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Identify key features of Copilot in Excel and their applications in data analysis. Distinguish between traditional Excel workflows and AI-enhanced capabilities. Select appropriate AI-driven tools within Excel to streamline specific tasks. Program Content: The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot Who should attend: Excel users at all skill levels who want to explore AI capabilities using CoPilot. Developed By: DataSmithPro Instructor: Bryan Smith (DSP) CPE Credit: 2.00 Field of Study: Computer Software & Applications (2.00) Prerequisites: None Advanced Preparation: Download the handout and practice material prior to course. If you want to follow along, you will need a license to Copilot. Format: QAS Self Study

Description: We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Analyze the various ways that data can be misleading.Recognize that data interpretation is affected by many factors.Identify how these factors can lead to pitfalls in interpretation.Overcome data interpretation pitfalls. Program Content: The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls Who should attend: Anyone who receives and interprets data in any form (statements, evidence, studies, headlines, etc.) Developed By: Favor Financial, LLC Instructor: Keely Gohl CPE Credit: 2.00 Field of Study: Auditing (2.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study

Description: The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus, and People Acceleration. Drawing from success stories in manufacturing, healthcare, and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs, and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Learning Objectives: After attending this presentation, you will be able to...Analyze your firm's current structure against future workforce predictionsDesign an inverted pentagon framework tailored to your firm's needsImplement precision hiring strategies for specialized rolesDevelop accelerated training programs to move staff to higher-value workCreate effective knowledge transfer systems including mentorship and rotationLeverage technology for personalized professional developmentBuild retention strategies for specialized professionals and lateral hiresEvaluate pricing models that support investment in talent and technologyIdentify barriers preventing staff progression and develop solutionsConstruct a transformation roadmap with measurable milestones Program Content: The major topics that will be covered in this course include:Understanding why the traditional pyramid structure is failing firmsThe inverted pentagon framework and its talent retention advantagesImpact of technology and AI on entry-level accounting rolesThe 6 Ps of Business Model Transformation implementationAccelerating specialized skills acquisition in your workforceEffective knowledge transfer through mentorship and job rotationTechnology-driven training and development strategiesBest practices from other industries for workforce transformationBuilding and retaining specialized middle layers of expertiseStrategic pricing models to support the pentagon structure Who should attend: Partners, managing partners, firm administrators, HR directors, practice leaders, senior managers, directors of talent development, training coordinators, firm leadership responsible for strategic planning, professionals involved in recruitment and retention, practice area leaders Developed By: CPA Crossings, LLC Instructor: Leeland Rogers CPE Credit: 1.00 Field of Study: Business Management & Organization (1.00) Prerequisites: None Advanced Preparation: None Format: QAS Self Study