CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
2024 Forgotten Managerial Accounting Tools
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Online
2.00 Credits
This session explores managerial accounting techniques with an emphasis on internal decision-making tools. You will appreciate a reminder regarding concepts you may not have considered since your college days. We will revisit managerial accounting concepts by illustrating practical examples that you can immediately bring back to the office!
IRS Penalties and Abatements
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Online
2.20 Credits
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove “reasonable cause.” This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. **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.
2024 Financial & Tax Accounting for Partnerships & LLCs
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Online
4.00 Credits
This program compares and contrasts the financial accounting for partnerships and LLCs, as well as discusses the tax accounting for these entities. It includes a thorough discussion of the important differences between financial accounting for partnership capital accounts and the tax accounting for partnership capital accounts. Financial accounting for operations of a partnership will also be addressed.
Coaching Skills That Improve Performance
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Online
4.00 Credits
Professional Athletes have multiple coaches - business people rarely utilize coaches. This course will focus on creating the coaching skills that are required to raise the performance of your employees. Coaching Model / Strategies Successful Communication Techniques Root Cause Analysis Performance Gap Analysis Personality impact on coaching model.
2024 Guide to Preparing Form 1041 for Estates and Trusts
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Online
4.00 Credits
This program examines the critical issues, rules, and special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates and Trusts. Learn what is considered taxable income; filing requirements and deadlines; impact of the 3.8 percent Medicare surtax on net investment income; and the 10 principles of tax accounting for trust income. **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.
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
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Online
4.00 Credits
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners “tax basis” capital accounts – now required for tax form reporting, as well an overview of K-2 and K-3 reporting requirements and effective dates. **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 Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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Online
1.00 Credits
We all are busy, pressed for time and we strive to do as much as we can – as fast as we can. This is our world. However, there are times when we should stop and think. When we do not analyze (one of our many talents) this inaction causes problems. We will review the penalties of moving too fast. Let’s learn from the mistakes of others.
The Ethics Hour: Ethics in the Real World
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Online
1.00 Credits
Business ethics is not just something “nice to do” but can mean the difference between success, failure, and survival in today’s increasingly competitive environment. This seminar outlines steps to create an ethical business culture and provides specific ways for financial managers to make better ethical decisions.
The SECURE Act 2.0 - Planning Opportunities for Individuals
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Online
1.20 Credits
The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds. This course will provide a concise look at these hot topics. **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.
A Coach Approach to Feedback: How To Have an Action Oriented Conversation
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Online
2.00 Credits
Performance management's impact on an organization can be directly felt in the bottom line. Companies with high turnover and poor employee retention rates experience lower employee morale and increased expenses in recruiting and training. Understanding the strengths and development needs of staff can guide employees toward a long-term career track. Communicating the keys to success is even more critical in long-term productivity and retention. This course will provide methodologies for each phase from goal setting to coaching to feedback. Exercises offer an opportunity for participants to begin developing their personal objectives as well as imparting techniques to manage the monitoring, coaching, and appraisal feedback phases of the process.
Connected Leadership: Foster and Retain an Engaged Team
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Online
2.00 Credits
Your ability to create meaningful and lasting relationships directly impacts your success from hiring, to being a trustworthy leader, to shaping the organizational culture. Growing a larger network with stronger relationships increases your value, influence and impact. Discover how you can become a leader who attracts and engages an eager, committed team. Expand your role, build loyalty, and close deals on relationships not price. And when opportunities arise, be first in mind and someone they want to say ‘yes’ to!
2024 Listening to the Statement of Cash Flows
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Online
2.00 Credits
This course will allow you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company’s accrual-basis financial statements.
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
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Online
4.00 Credits
This is not your average CPE course--Part 2! In this second part course (which is equally fun and engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week, and you will learn how to know what is most important to you--so you can be happier and healthier in the long run. Tune in for techniques to relieve stress and tips on incorpating meditation into your daily routine. All of which will help improve your memory and overall mental health and wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.
2024 Fiduciary & Tax Accounting Guide for Estates and Trusts
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Online
4.00 Credits
This course will review the fundamentals of fiduciary accounting and provide a reporting guide for determining whether receipts and expenditures are assigned to income or principal/corpus. Critical issues, rules, and special opportunities when preparing your clients' Form 1041 U.S. Income Tax Return for Estates and Trusts will be examined, including what is considered taxable income and allowable deductions. Planning and potential pitfalls will also be explored.
Advanced Budgeting - Balance Sheet and Cash Flow Projections
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Online
1.00 Credits
Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling organizations need to know if they will have the cash to survive. This session will increase your organization's ability to see its future and increase the confidence that your CEO, Board and bank have in you. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2024 Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
This session explores tools and techniques that can enhance the efficiency and effectiveness of client engagements and business processes using data analysis tools. We will introduce some of today’s popular and software tools and examine the AICPA’s Five-step approach to incorporating data analytics into public accounting engagements.
Schedule C of Form 1040
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Online
2.00 Credits
Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Up Your Influence: How To Get What You want
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Online
2.50 Credits
The ability to influence people is the one fundamental skill that every professional needs. All managers know how hard it can be to make views heard despite having persuasive points to make. The program gives participants all the techniques necessary to increase their influence and put the power of persuasion to work for them.
K2's 2023 Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not been exposed to the best features of these three applications. Consequently, they often use “brute force,” inefficient means when working with these three components of Microsoft Office. If that describes you, ensure you carve time out of your schedule to participate in this fourhour session. In it, you will learn how to work much more efficiently when using these tools to get better results in less time.
Forensic Accounting: When The Office Is A Crime Scene
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Online
4.00 Credits
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.