CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Real World Business Ethics Scenarios
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Online
2.00 Credits
Most business ethics courses focus on concepts like “tone at the top”, “integrity”, “code of conduct”, “values”, and “ethical culture." These are extremely important concepts and must be understood But often, when a professional finds they are in a potential “ethical” situation, they question “What should I do?” It is not as easy as flipping a coin. Ethics aren’t always black and white and there are many variables that can impact both the issue and the outcome This course presents real-life ethical scenarios then challenges you to put yourself in the place of the professional to truly think about “What would I do?” The scenarios are all true…. the names have been changed to protect the innocent You will come away from this training with a new view of putting ethics into practice
Surgent's Implementing the New Risk Assessment Standard
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Online
2.00 Credits
The auditor's responsibilities related to risk assessment have changed! This power-packed course will empower you with the working knowledge of SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, to successfully apply the standard.This course qualifies for yellow book credit.
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Online
2.00 Credits
Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically and emotionally detrimental. Establishing a work-life balance is difficult in any profession, yet financial professionals confront unique challenges that make this goal seem even more elusive. Technology results in being "always on," with no true time to disconnect and genuinely enjoy family, exercise, or hobbies. Lack of balance comes with costs, including poor health and lower productivity. Why are some professionals able to establish a successful balance between career demands and family while others are not? How are some firms able to achieve both high employee satisfaction and strong productivity? This webinar looks at research, surveys, and simple anecdotal information to provide a better understanding of how to achieve a realistic work-life balance in the modern world. We also discuss the tax consequences that arise when professionals seek balance by working from home in one state while their employer is located in a different state.
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
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Online
3.00 Credits
Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate. The purpose of this program is to discuss those issues that practitioners with clients involved in estate planning administration need to know so as to be able to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent's death.This course qualifies for IRS credit.
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Online
3.00 Credits
When performing a financial statement audit, auditors have always been responsible for the detection of anything that would cause a material misstatement of the financial statements whether caused by error of fraud. However, in the past the audit profession focused on material misstatements due to errors and more or less ignored the possibility of misstatements due to fraud. Now, SAS No. 122, AU 240 requires significant documentation as to what the auditor did in order to determine if there any material risk of a misstatement of the financial statements. This presentation is an overview of what the auditor is to document in there working papers on every financial audit as to the procedures they performed in order to determine the risk of a material misstatement. If a material risk is discovered, they are then required to document what they did in order to determine if the financial statements were misstated.
Achieving Balance in Work and Life - Part 2
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Online
4.00 Credits
In trying to achieve life balance, various internal and external obstacles arise. In this course we will look at these obstacles and provide specific ways to overcome them. In addition, we will look at how to excel in every area of your life including your relationships, finances, sense of purpose, level of happiness, and your physical health and leisure time pursuits. You will leave this course with powerful methods and a specific plan to move forward in your life in a balanced, healthy, and productive manner. Don't forget to take Part 1 of this amazing course.
Become Rich Without Selling Your Soul
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Online
4.00 Credits
Getting rich requires many things. First, you need to know how to overcome previous limitations you may have had about making a lot of money. Second, you need to know and use the best financial strategies for becoming wealthy--including the latest investment and marketing strategies. And third, you need to be able to enjoy your lifestyle, and look at what obstacles get in the way of you being rich and fully contented. By exploring the latest methods for achieving financial and personal success, you'll be able to make a lot more money and have a great time doing it.
ACPEN Signature 2024: Financial Statement Preparation: Compilation and Review Update
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Online
8.00 Credits
This course is designed to assist CPAs who perform financial statement preparation, compilation, or review engagements. Our panelists will provide an in-depth analysis of the SSARS and will provide practice tips that will assist you in performing profitable standard compliant engagements.
ACPEN Signature 2024: Partnership & LLCs Tax Update
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Online
8.00 Credits
LLCs and partnerships continue to present some of the greatest challenges for return preparers and advisors. This program will address the latest developments: New IRS audit initiatives An SE tax update for LLCs and partnerships Disregarded entity rules and transactions Common allocation problems Identifying various types of partnership debt properly for basis purposes The 754 election in the sale of interests and at death Reporting LLC and partnership interests on gift and estate tax returns and valuation of closely held businesses and minority interests **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 ABCs of Advisory Services
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Online
2.00 Credits
Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice. Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.
Individual Tax Update: Recent Developments
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Online
2.00 Credits
A discussion of the latest 2021/222 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. 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 2023 OneDrive's Best Practices
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Online
1.00 Credits
Although Windows incorporates the OneDrive app, you may not have configured it correctly for your specific needs. Using the OneDrive app and the related Cloud storage service to their fullest potential means you can access your files when and where you need them. Further, sharing your files and collaborating with others is easy when using OneDrive correctly. In this session, you will learn best practices for taking full advantage of OneDrive.
ESOPs as a Succession Strategy
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Online
1.00 Credits
This session will provide a basic overview of Employee Stock Ownership Plans (“ESOPs”). It will specifically address what companies are well suited for establishing an ESOP, how ESOPs are implemented, and how employees and departing owners alike can benefit from them. The session is intended to provide business and tax advisors with talking points about how an ESOP may be used as a succession planning strategy.
K2's 2024 AI Confidential - Privacy And Artificial Intelligence
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Online
1.00 Credits
AI is an extremely popular topic these days, and for good reason! However, does AI present yet another threat to your privacy? Get answers to this question and more in this session.
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
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Online
1.00 Credits
Professional Codes of Conduct make Ethics seem easy and clear cut. However, this is not so in real life. This session discusses five cases where the ethics is not so clear cut. What should be considered? We will explain how you can be more diligent and maintain awareness of ethical issues to become more effective and enhance the reputation of the profession.
Providing Ethical Leadership: Learning to be the Best Version of Yourself
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Online
1.20 Credits
This course will examine certain qualities a leader must exhibit to set an ethical tone from the top.
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
This course is one of the courses dedicated to our Controllership Series. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we continue our discussion on inventory from segment one. This specific segment focuses on areas of inventory valuation, the types of physical inventory methods, and inventory fraud. These areas are critical for the controller to have a strong comprehension of and also participate in the development of policies and procedures.
Contract Accounting, Lease Accounting, and their Impact on Construction Contractors
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Online
1.50 Credits
Construction accounting is not just about revenue, but it is a lot about revenue. Leases too. Diving deep into the five-step approach for revenue recognition in the construction industry, this course has all of the rules and interpretations that you might need. Further, practical examples help to drive home the learning. Additionally, leases are critical for contractors. From equipment to warehouse space, leases appear prominently on many contractors' book. Review the current guidance and begin to understand the new guidance under ASC 842. Program features: Detailed discussion of the guidance under FASB ASC 606, Revenue from Contracts with Customers. Examples and exercises to understand the five-step recognition process. Detailed discussion of the guidance under FASB ASC 842, Leases. Reasons why leases are so important to contractors. A walkthrough of both current and future lease guidance.
QuickBooks DESKTOP- 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 monthly. We'll show you what to do in your QuickBooks Pro, Premier, or Enterprise as well as learn 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.
Surgent's The Art of Delegation: Strategies for Improving Your Skills
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Online
2.00 Credits
One of the most challenging skills for a manager or supervisor to master is delegation. This course will cover a variety of delegation-related topics and provide participants with the necessary knowledge and skills to delegate work and authority effectively.