CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
K2's 2024 What's Now, What's Next - Emerging Technologies
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Online
2.00 Credits
Participate in this session to learn about key emerging technologies, including quantum computing, artificial intelligence, and selfsupervised learning.
2024 Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A
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Online
4.00 Credits
This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. A detailed analysis of the self-rental passive activity rules will be given, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. **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.
Leveraging Marketing Automation for Accounting Firm Growth
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Online
1.00 Credits
This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include: 1. Social media 2. Content development. 3. Email marketing. 4. Text (SMS) marketing. 5. Chatbots and other interactive AI tools. 6. Drip marketing campaigns. Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Practical Excel Topics for the Public Accountant
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Online
2.00 Credits
This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.
K2's 2023 Excel Best Practices
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Online
8.00 Credits
As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.
Teaching CPAs to be Better Thinkers
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Online
1.00 Credits
Designed especially for CPAs, this class is a practical call to action that provides CPAs with the tools and inspiration they need to be better thinkers. You'll learn habits and strategies you can use every day to dramatically improve judgment and decision-making. You'll learn how to break down mental barriers and alleviate mental fatigue. You'll achieve new levels of mental clarity, flexibility, and resilience. You will also benefit from better overall mental well-being and be more resistant to stress and burnout. Attendees leave as more powerful and confident thinkers and better communicators and problem-solvers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Valuing Cannabis 2.0: Unique Marijuana Appraisal Challenges
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Online
2.00 Credits
This segment will focus on the analytical process required to derive a logical and supportable estimate of value for a regulated marijuana businesses and related intellectual property rights. Valuing recreational and medical license rights for marijuana cultivation, processing or retailing will be emphasized with a focus on use of the income and market approaches to value. A sample sanitized appraisal report will be provided and discussed. 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 Required Minimum Distributions: Compliance and Planning
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Online
4.00 Credits
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.
A Culture of Regulatory Ethics: A Competitive Advantage
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Online
4.00 Credits
In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, case studies, and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
COSO's Internal Control Framework Essentials
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Online
4.00 Credits
COSO framework overview Gain an overview of COSO's internal control framework comprising five components and their related principles. Learn how to evaluate the control environment, risk assessment, control activities, information and communication, and monitoring activities at your or your client's entity. Through real-life examples, enhance your understanding of how to apply the framework as it relates to financial reporting whether you are an auditor or entity management.
Preparation, Compilation, and Review Engagements: Update and Review
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Online
4.00 Credits
If you supervise preparation, compilation, and review engagements, this course is designed to assist you in adhering to professional standards, informing you of the latest developments and pertinent issues relevant to these engagements. Gain insights into the U.S. business economy, peer review practices, FASB updates, and various aspects that influence preparation, compilation, and review engagements.
2024 Fringe Benefit Planning - Today and Beyond
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Online
8.00 Credits
In today's dynamic economic landscape, staying ahead with effective fringe benefit planning is more critical than ever for both businesses and individual clients. With evolving tax laws and shifting market dynamics, understanding the intricacies of fringe benefit planning is essential to ensure financial well-being and compliance. This course offers a comprehensive overview of essential tools and techniques tailored for financial professionals, allowing them to navigate the complexities of fringe benefit planning with confidence and precision. By attending this course, practitioners will gain invaluable insights into various planning tools and techniques essential for meeting fringe benefit planning objectives. From mastering the subtleties of employee benefit planning, including ERISA reporting and disclosure requirements, to unraveling the complexities of IRC §132 fringe benefit options, attendees will enhance their expertise to deliver superior advisory services. The curriculum also delves into the practical aspects of cafeteria plans, flexible spending accounts, group term life insurance plans, and strategies for financing retiree medical benefits, among others. With a focus on practical application and real-world scenarios, this course equips participants to tackle fringe benefit planning challenges head-on, providing them with the tools and knowledge needed to optimize benefits for both business and personal needs, now and in the future. **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.
Forensic Accounting: Fraud Investigations
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Online
8.00 Credits
In high demand - forensic accounting knowledge and skills (bold) Forensic accounting has been a rapidly growing part of the accounting profession for some time. The rapid expansion in technology and growth in various sectors of business and industry, and the increase in complexity of white-collar crimes, all contribute to this growth. A diverse range of clients, as well as cases involving all types of fraud, make this an attractive profession, and one that is always in high demand. Enhance your knowledge and skills with our Forensic Accounting: Fraud Investigations webcast. Whether you're a forensic accountant, or an aspiring one, this webcast will provide you with the foundational knowledge to successfully identify, investigate, and communicate your findings. You will also receive a copy of the AICPA's Forensic & Litigation Service's Forensic Accounting - Fraud Investigations practice aid for future reference.
How Changes in Business Methods Affects Internal Control
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Online
8.00 Credits
New Technology, the move toward telecommuting, the widespread adoption of electronic documentation, and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organizations internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
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Online
2.00 Credits
The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take on a monthly basis. We'll show you what to do in QuickBooks Online as well as what you can do monthly to ensure a tax return that will stand up again an IRS audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
ProActive Response Group De-Escalation Training
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Online
1.20 Credits
In today's workplace, employees are faced almost daily with customers or teammates that may have needs or concerns that we are forced to handle. Though many of these situations are easily dealt with through simple communication skills, others may become heated and, in some instances, violent. Today we will discuss healthy ways to de-escalate a wide variety of potential issues.
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Have you ever found yourself wondering why people won't just listen to you? Or maybe you have found yourself surrounded by people that make your jaw clench...you know the people...the challenging people. HR Professionals walk a tight rope of being strong, but not aggressive, polite, but not a push over. It is exhausting! In this session, you will uncover the secrets to working with (and overcoming) challenging people derived from the decades of experience Summer brings from her time on the frontlines and as an HR Professional working with companies such as Walt Disney World, H-E-B and even a dude ranch.
Preparing for & Conducting Discharge Meetings
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Online
1.20 Credits
Over 80% of all employment-related lawsuits relate to termination. Every termination should be treated as a potential lawsuit. The facts supporting a leader's recommendation of discharge must be fully investigated. The discharge of an employee requires prior review and approval. Narrow self-interest, spite, or personal animosity must not play a part in making termination decisions. This course provides practical knowledge and scripts for handling discharges with good judgment such that personal and employer liability is avoided.
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
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Online
2.00 Credits
Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of what not to do. This course provides a current overview of accounting malpractice litigation throughout the United States. The goal is to learn about the types of claims asserted against CPA firms and strategies to employ to avoid such claims. Reviewing malpractice claims allows us to identify patterns of behavior that may reduce litigation risk.
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
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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. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any tax practitioner. In this course, we will discuss this relationship. Using examples and illustrations, we will show how contributions, operating transactions, and distributions affect shareholder basis as well as equity.This course qualifies for IRS credit.