CPE Catalog & Events
ACPEN: Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
-
TBD
4.0 Credits
Member Price: $149
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
Estate Planning Strategies Using Irrevocable Trusts 26-27
-
TBD
6.0 Credits
Member Price: $259
The gift, estate, and income tax treatment of irrevocable trusts The benefits and risks of spousal lifetime access trusts (SLATs) Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs) When to use life insurance trusts (ILITs) and dynasty trusts The effectiveness of domestic asset protection trusts (DAPTs)
ACPEN: K2’s Advanced Excel
-
TBD
8.0 Credits
Member Price: $250
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
ACPEN: The SECURE Act 2.0 – Planning Opportunities for Employers
-
TBD
1.0 Credits
Member Price: $39
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
ACPEN: Embracing Neurodiversity in the Workplace
-
TBD
1.0 Credits
Member Price: $39
Neurodiversity
ACPEN: Resolving Ethical Dilemmas—You Make the Call
-
TBD
1.5 Credits
Member Price: $79
Ethical frameworks Threats and safeguards to objectivity and independence
ACPEN: Scared Straight: White Collar Crime and Beyond
-
TBD
2.0 Credits
Member Price: $89
Fraud Prevention Accounting Business Ethics
ACPEN: Taking a Global View of Professional Ethics
-
TBD
2.0 Credits
Member Price: $79
What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity
ACPEN: An In-Depth Understanding of the Generation Skipping Transfer Tax
-
TBD
2.0 Credits
Member Price: $89
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709
ACPEN: Global Internal Audit Standards (GIAS) Domain IV - Part 2
-
TBD
1.0 Credits
Member Price: $89
Internal audit Standards GIAS Accounting Auditing
ACPEN: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise
-
TBD
2.0 Credits
Member Price: $89
IRS collection process overview Initial notice and subsequent notices Enforced collection actions: liens, levies, and wage garnishments Payment options and alternatives to enforced actions Detailed review of Forms 433-A & 433-B Offer in Compromise (OIC) program: qualifications and process Advising clients on compliance and payment options
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 26-27
-
TBD
2.0 Credits
Member Price: $99
Round robin review of lesser-known M365 apps Reduce / eliminate internal email communications with Teams and SharePoint Collaborate on spreadsheet and documents with your colleagues in real time Get control of your appointment schedule with the Bookings app Tap the full potential of OneNote as your primary repository for notes, correspondence and more Replace email attachments with secure file sharing links Document business processes with the Stream app Leverage the power of AI in M365 with Copilot
ACPEN: Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
-
TBD
4.0 Credits
Member Price: $298
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
ACPEN: Enhancing Performance Through Effective Coaching
-
TBD
4.0 Credits
Member Price: $149
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
ACPEN: K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
-
TBD
8.0 Credits
Member Price: $250
The importance of Business Intelligence in today's business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
ACPEN: Comprehensive Estate Planning: Administration & Postmortem Strategies
-
TBD
8.0 Credits
Member Price: $250
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
ACPEN: Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
-
TBD
2.0 Credits
Member Price: $89
Understanding the modern finance and accounting organization chart GAAP accounting changes Why so many changes? The speed of change and complexity Accepting reality Recognizing and fixing the top five accounting problems and errors Leases Revenue Management estimates Why is strategy necessary? What is strategy? The two keys to strategy? Why do some financial leaders lack strategic skills? Balancing strategy with our day-to-day roles
ACPEN: K2’s Taking Another Look At Power BI
-
TBD
2.0 Credits
Member Price: $89
Getting started with Power BI Creating effective visualizations in Power BI Publishing Power BI reports to dashboards Optimizing dashboards for viewing on mobile devices
ACPEN: Five Amazing Business Books in 100 Minutes
-
TBD
2.0 Credits
Member Price: $89
Five business books, including, • “Leaders Eat Last”, by Simon Sinek, • “Zero to One” by Peter Thiel, • “American Icon” by Bryce Hoffman, • “Slide:ology” by Nancy Duarte, and • “Brain Rules” by John Molina.
ACPEN: Ethical Practices and Responsibilities Under Circular 230
-
TBD
2.0 Credits
Member Price: $89
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230