CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
2024 Annual Update for Not-for-Profit Accountants & Auditors
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Online
8.00 Credits
The Not-for-Profit Advisory Committee (NAC) has been meeting with FASB to discuss the impact of various standards on the nonprofit community. We'll look at the work of the NAC and the impact they've had. We'll then transition to the Accounting Standards Updates (ASUs) issued by the FASB that impact nonprofit entities. We'll review year 2 considerations of the leases standard. We'll also review common nonprofit deficiencies identified in peer review. Once we've wrapped up the accounting update, the course shifts to the audit side of the house with a look at what's going on at the AICPA. We'll review the impact of the changes to group audits as the changes coming down the pike for quality management. This course will keep auditors up to date on the work of the ASB. 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 Audits of 401(k) Plans: New Developments and Critical Issues
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Online
8.00 Credits
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Also, as many 401(k) plan administrators opt for ERISA Section 103(a)(3)(C) audits, audits of 401(k) plans will be significantly impacted by the now-effective SAS 136, the AICPA's new employee benefit plan auditing standard. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements of SAS 136 through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
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Online
8.00 Credits
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.This course qualifies for IRS credit.
The Best Individual Income Tax Update Course by Surgent
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Online
8.00 Credits
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.This course qualifies for CFP credit.This course qualifies for IRS credit.
Excel - Functions and Formula Shootout
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Online
2.00 Credits
Are you aware there are 470+ formula functions in Excel? Do you realize that they add new functions in every major version of Excel? Did you know that Microsoft adds new functions throughout the year in the Office 365 version of Excel? Are you stuck using old or simple functions like SUM or ROUND? Do you want to expand your knowledge of the extensive function library in Excel? If these questions peak your interest in becoming an Excel function expert, this course is right up your alley. This past-paced course digs into some of the most powerful functions in Excel. Although we cannot cover 470 functions, we will look at over 20 functions that will allow you to create advanced calculations in your spreadsheets. Some examples are: VLOOKUP, IF, IFS, FORECAST, RAND, SWITCH, TEXTJOIN, UNIQUE, SUBTOTAL, IS, TEXT and more! We will also provide example files that will include all the functions used during the class. It's time to take your Excel spreadsheets to the next level. This session is presented using Excel 2019/Office 365. Most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CFO Series: Management Superpowers
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St. Louis and Online
8.00 Credits
*Register for 2 or more of MOCPA's CFO Series programs in person or virtual and save up to $160! Use promo code: CFOSERIES24 at checkout to receive discount. The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more! We all aspire to be great managers, even with management superpowers. We will discuss how, specifically what, you can do to improve your management skills. The best leaders have a never-ending passion to improve and acquire useful knowledge. Management skills can be learned, but only if one is willing to do the work. If you aspire to be a more valued, trusted, credible leader – these four sessions of two hours each will help you become a first–class manager. Learn what makes the best managers – the best.
Fall Tax Institute - Springfield
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Springfield
16.00 Credits
For tax practitioners, there's no better place to get immersed in current events than MOCPA's Fall Tax Institute. This course has been one of our most popular courses for more than 20 years. If you are a regular attendee, then you will know why. If you haven't experienced Fall Tax yet, join us and find out why 1000+ attendees return every year. This two-day program, taught by nationally known speaker, Larry Gray, CPA, CGMA, will address all the changes affecting business entities and individuals in the current year, as well as a detailed analysis of how the new tax laws will affect your business and individual tax clients.
HR Guide to Evolving Business Strategy, Finance and Development
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Online
1.20 Credits
To move beyond the HR realm it is essential for HR professionals to understand planning at the strategic and tactical level. This session is designed to help HR professionals understand the overall strategic planning process so they can contribute at the executive level.
The Future of Work - Building a New Model of Work - Micro-Credential Series Part 2
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Online
1.20 Credits
Most of the models of work that we use today were not built for the pace of change and the dynamism of work today. In this course, you will learn how so many models we use at work are fundamentally broken and no longer useful. Models that rely on people staying a long time in a firm are no longer helpful in a reality where employees are staying for increasingly shorter periods with their employers. This course will reveal how so much of the architecture of work was not built with short tenure in mind: career paths, compensation, and retention objectives.
The Civil Advantage: Ethics and Civility in Disquieting Times
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Online
2.00 Credits
Most people dislike capricious judgment, intolerance, crime, shaming, blaming, punishing, unequal treatment and predatory opportunism. Yet we witness, hear about or directly experience one or more of these uncivil behaviors daily. What’s going on? It used to be that when incivility in our home, neighborhood, schools, or community spaces harmed us, we counted on shared ethical norms to guide and help. We confidently relied on societal guardrails like the law, regulations or corporate policies for fair remedy. But can we still? These days it sometimes feels like up is down, down is up, right is wrong, wrong is right, the sun rises in the west and sets in the east. Even our ethical compass doesn’t seem as reliable as it used to. We’re not crazy to feel unanchored or anxious. Americans live in a moment when our constitutional federal republic and Western ethics face enormous challenge from those who would prefer a different construct. Desiring change is one thing, but abandoning civility in its pursuit results in ethical chaos, societal breakdown, and individual misery. This holds true for human groups small and large, from the family to the federal government.
Governmental Accounting 101
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Online
2.00 Credits
Governmental Accounting 101, is a 2 hour webcast that takes the participant of a whirlwind tour of governmental accounting basics, focusing on wetting the participant’s appetite for more. This session will be the first of a series of webcasts, with each subsequent webcast delving deeper and deeper into the governmental accounting basics.
2024 Federal Tax Update - Partnership Updates
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Online
2.00 Credits
The well-informed tax practitioner will want to attend this two hour program in order to stay current on recent updates on partnership tax! Content includes recent court decisions on partnership tax issues as well as current updates to the new Forms K-2 and K-3. **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.
The Art of Marketing for CPAs
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Online
4.00 Credits
To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants. In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.
S Corporation (Form 1120S) - Formation to Liquidation
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Online
8.00 Credits
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a S corporation course focusing on the birth, growth, maturity, and death of a closely held S corporation. This case driven course will deal with S corporation income tax laws from formation to liquidation. **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
Hands-On Tax Return Workshop - Partnerships & LLCs (Form 1065)
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Online
8.00 Credits
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of partnership, limited liability company (LLC) and limited liability partnership (LLP) taxation. A cornerstone of this course is the preparation of the Form 1065 using a fairly complex trial balance common to most partnership, LLP and LLC income tax returns. **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
S Corporation Preparation, Basis Calculations & Distributions - Form 1120S Schedule K & K-1 Analysis
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Online
8.00 Credits
This comprehensive training is designed to get the accountant up to speed quickly with S corporation formation and preparation issues as well as a complete understanding of calculating a shareholder’s stock and debt basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K and K-1 and how these items affect the shareholder’s Federal individual income tax return. **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
ACPEN Signature 2024: Business Fraud Update and Managing the Risk of Fraud
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Online
8.00 Credits
Fraud continues to be a pervasive problem for organizations of all sizes and in all industries. And it can happen to your organization. Accountability professionals are the first line of defense against fraud. Accordingly, accountants, internal auditors, external auditors, and risk management professionals need to develop the skills needed to prevent, detect, and deter fraud. According to the Association of Certified Fraud Examiners’ (ACFE) 2022 Report to the Nations: Certified Fraud Examiners estimate that the typical organization loses about 5% of its revenues each year due to fraud. The median loss per fraud case is $117,000; the average loss per fraud case is $1,783,000. 42% of frauds are discovered by tips, usually from employees. Asset misappropriation schemes are the most common (86%) but least costly ($100,000 median loss). Financial statement fraud schemes are the least common (9%) but most costly ($593,000 median loss). Corruption is the most common scheme in all global regions. These statistics are alarming and should be a wake-up call for all business and government professionals. The impact of fraud is almost always devastating and can be catastrophic. The 2023 Business Fraud Update is another fast-moving seminar that will provide a comprehensive look at the latest developments about fraud from the technical, legal, and operational perspectives and update participants on the most recent legal and regulatory developments in this important area of professional responsibility. In addition, attendees will watch a unique and specially designed simulated case of fraud in a corporate setting and watch as the panelists, in their roles as characters in the simulation, respond to the emerging situation and deal with it as a corporate and legal matter to determine the fraud, identify the perpetrators, respond as an organization and deal with criminal and corporate fallout. Following each stage of the fact situation the entire panel will discuss the developments and consider how damage to the company could have been avoided and how it can be mitigated!
Ethics Based Leadership for Women
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Online
2.00 Credits
Glantz and Associates is pleased to offer "Ethics Based Leadership for Women," a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. The reality is, despite women representing approximately half of our world's population, they are significantly underrepresented in the workforce and most notably in leadership positions. In fact, not only do women have to cross more hurdles to advance into leadership positions, but when they do, they are burning out at a much faster rate than their male counterparts. In this course, we will discuss both the external societal barriers as well as the internal barriers that sabotage women from moving into leadership positions. We will examine common believes ("I should be nice," "I am an imposter", etc.) as well as behaviors that can hold women back and then offer suggestions for moving forward. We will provide tools to enhance one's self-awareness, create openings for self-reflection as well as provide opportunities to take on new perspectives. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today’s competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc.
1065 - Understanding Partnerships Tax Returns
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Online
2.00 Credits
Form 1065 is the tax return filed by partnerships, which is one of the most common forms of business organizations in the United States. This course provides an in-depth understanding of the preparation and filing of Form 1065. The course will cover the basics of partnership taxation, including how partnerships are taxed, the different types of partnerships, and the tax obligations of partners. It will also discuss the importance of keeping accurate financial records, the role of the partnership agreement in tax reporting, and the filing deadlines for Form 1065. Participants will gain a comprehensive understanding of the various sections of Form 1065, including the Schedule K-1, which reports each partner's share of the partnership's income, deductions, and credits. The course will also cover how to report partnership income, expenses, and deductions, as well as the tax implications of buying and selling partnership interests. In addition, the course will provide an overview of common errors and omissions made when preparing Form 1065, and how to avoid them. It will also cover recent changes in tax laws that affect partnership taxation. Overall, this course is designed for tax professionals, accountants, business owners, and individuals who need to understand the intricacies of partnership taxation and the preparation and filing of Form 1065. Upon completion of the course, participants will have a solid understanding of partnership taxation and will be able to prepare and file Form 1065 with confidence. **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.