CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Practical Insights Gleaned from the AICPA's Code of Conduct
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Online
2.00 Credits
Reading the AICPA Code of Professional Conduct can be a daunting experience. This course unpacks the AICPA Code of Professional Conduct by exploring practical considerations for accounting professionals. We will examine selected provisions that are relevant to CPAs in both public accounting and industry. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Employment Law 101
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Online
1.00 Credits
Review of the major employment laws governing the workplace, when they are triggered, and key compliance aspects under each law. This presentation is designed to give viewers enough information to issue spot when matters arise in the workplace.
2024 Design Flexible Work Options To Attract & Retain Your Workforce
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Online
1.00 Credits
With increasing competition for finding the best qualified candidates and retaining today’s workforce, it’s more important than ever to consider flexible work options in the workplace. We will review the most popular flexible work options your company could consider implementing: telecommuting, compressed work weeks, flexible hours, phased return from leave of absence, job sharing, early release days, and more! We’ll discuss the benefits of this talent management strategy, including increased productivity, decreased costs, better work-life “integration”, and increased employee engagement and satisfaction. You’ll learn how to propose flexible scheduling to your executive team, including how to logistically roll out this program. Whether you’re in a manufacturing plant, corporate headquarters, or retail industry, you can apply any of these flexible work options to your organization.
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
A common challenge for the controller role is in closing the month-end and period-end books in preparation to issue financial statements. This duty requires precision, timing and efficiency. In today’s digital world, many organizations have access to financial accounting software that will assist with the steps in the financial close. However, even with this aid it is critical the accountant understand the various steps for the close process and how they inter-relate to other accounting processes. This course gives you an insight into the inter-relationships between many processes that impact the financial close. The closing process has traditionally been a slow one with many companies taking two weeks to close its subsidiary’s books and another two to three weeks to roll up and consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems and general ledger and consolidate software. Within this segment we will discuss the elements of the financial close and also important concepts to assist the controller in accelerating their close timeline. This includes addressing all functional areas of the close including payroll, invoicing, payables, inventory, cash, and the general ledger. We will also discuss important concepts of ensuring your financial close is accurate by discussing bank reconciliations, overhead allocations, bad debt reserves, unpaid wages and accruals for vacation time, account reconciliations, deprecation and overall financial statement review. Note: This course does not address utilizing technology in the financial close. Its focus is to understand the varied procedures involved in the financial close whether or not technology is utilized.
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.80 Credits
Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills and methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. For example: Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency and reorganization Securities and tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve into further investigative procedures used including digital forensics. Future sessions will focus on computer forensics, network forensics and mobile forensics.
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.
Ethics of AI: A CPA's Guide
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Online
2.00 Credits
The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery of their services. This course, presented by John Higgins, CPA, a nationally recognized technology advisor to the profession, will provide CPAs with a practical framework for addressing the various ethical issues that can arise with the application of AI in their work. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's 2024 Getting Started With Artificial Intelligence
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Online
2.00 Credits
Generative AI tools such as ChatGPT, Bard, and Copilot are available to everyone and offer great promise for improved productivity. Learn how you can begin to take advantage of these tools by participating in this session.
Top 10 Business Myths and How to Avoid Them
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Online
2.00 Credits
Every business has risks, but some myths seem to damage or kill more enterprises than others do. This session will review ten of the most problematic myths that may doom a business and discuss action steps to prevent these myths from holding your business back. This session discusses the common myths, mistakes, risks, and hidden landmines inherent in every business. We will learn from the mistakes of others who often paid a steep price so that we may learn valuable lessons. If you are a leader who wants your business to become even more successful, this session is for you.
2024 Financial Statement Analysis
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Online
4.00 Credits
This hands-on workshop offers an analytical approach for designing, executing, and communicating results of a comprehensive financial statement analysis. We will explore numerous techniques and approaches that facilitate in-depth financial statement analysis. Accountants in public practice will obtain insight regarding analytical procedures, additional client services, and enhanced compliance with professional standards. Accountants in private enterprises will develop more robust techniques for understanding their organization’s financial statements to facilitate forward-thinking decisions and communication to internal and external stakeholders.
2024 Year-End Tax Planning: Thinking Outside the Box
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Online
4.00 Credits
Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients! **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.
Conducting a Remote Audit
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Online
4.00 Credits
Understand the basics of remote auditing and how it can be used in your engagements Remote auditing has become increasingly popular in recent years. Learn how to apply auditing standards to real-life examples of remote auditing in this all-new webcast. Join us to explore ways to overcome the challenges of remote auditing and conduct efficient engagements for your clients.
Individual Federal Tax Update - Navigating the Current Tax Landscape
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Online
8.00 Credits
Stay up to date with the ever-evolving realm of individual income taxation in this essential course tailored for tax practitioners seeking to enhance their knowledge. This course offers an in-depth review of the complexities surrounding Form 1040 for the current tax year. Delve into the recent changes and updates within the tax code, providing you with a comprehensive understanding of the shifting tax landscape. Our course ensures you are well-prepared to assist your clients by navigating the most recent tax changes, regulations, and guidelines.
2024 Estate Planning for Today and Beyond
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Online
8.00 Credits
Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on current issues. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies.
K2's 2023 Understanding Your Ransomware Risk
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Online
1.00 Credits
Protecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary. Further, business continuity, legal and regulatory, and cybersecurity insurance considerations should all be a part of your risk abatement strategy. Attend this session to determine if your current level of ransomware protection reduces your risk to an acceptable and identify ways to ensure that you are protected.
2024 Section 174: New Rules for the R&E Deduction
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Online
1.00 Credits
This program addresses the most recent developments impacting taxpayers incurring research and experimentation costs. Emphasis will be placed on compliance with the 2022 change in Section 174 Amortization of research and experimental expenditures. **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.
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
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Online
2.00 Credits
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state level taxation may have changed permanently with the addition of PTE elections.This course qualifies for IRS credit.
The Ethical Management of Conflict
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Online
2.00 Credits
Conflict is as natural as breathing air. For many, the thought of dealing with conflict is difficult and horrifying, and yet unresolved conflict can damage relationships, cause pain and suffering as well as hinder workplace productivity. When addressed, however, conflict has the power to be transformative in strengthening workplace relationships, shared understanding, and increased productivity. This workshop will provide an intimate understanding of how to deal with conflict in collaborative and constructive ways. Using ethical values and principles, we will explore how to move conflict from an obstacle to an opportunity. This workshop is geared toward individuals who are wanting to improve their conflict management skills and create more harmonious and positive working environments. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Buying and Selling a Business: Tax and Structuring Overview
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Online
4.00 Credits
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.This course qualifies for IRS credit.
Surgent's Examining ASC 842, Leases: More Than Meets the Eye
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Online
4.00 Credits
Implementing ASU No. 2016-02, Leases (Topic 842) is sure to have a major impact on your balance sheet and potentially on your business as well. This course is a one-stop shop for what you need to know about the now-effective changes to the lease accounting guidance. In this course, we will review how to measure the lease liability and right-of-use asset that will now be recorded on the balance sheet for all leases. We will also tackle the tricky issues of accounting for lease modifications and other lease remeasurement events as well as address the other major provisions of ASC 842, such as disclosures and transition. We will also review the income statement treatment of lease expense for all leases for both lessees and lessors and discuss recent FASB implementation guidance. Lastly, the course will cover all recent updates to the originally issued guidance in Topic 842, including that related to discount rates. With Topic 842's effective date here, now is the time to get up to speed on this complex new standard.