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CPE Catalog

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AICPA On-Demand & Self-Study courses take up to 24 hours to process. 

Showing 17391 All Results

K2'S 2022 An Accountant's Guide To Blockchain And Cryptocurrency

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Online

4.00 Credits

Blockchain technology offers the promise of digital truth. It provides a transparent, permanent, immutable, and high-speed record-keeping system when appropriately implemented. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing, with millions of new users every year. Organizations adopt this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel widespread adoption amongst Wall Street and regular investors alike. While more popular than ever, few business professionals understand these technologies, their capabilities, risks, and potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. In fact, this incredible technology is a mystery for most accounting professionals. This course will provide a detailed and in-depth look at this technology, including a detailed overview of the underlying technology, the benefits, the risks, the major players, and many practical applications. By participating in this session, you will gain a deeper understanding of the inner workings of this technology and recommendations on getting started.  

Optimize Your Staff's Performance

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Online

4.00 Credits

A chain is only as strong as its weakest link.  The same theory applies to departmental performance—the overall result is only as strong as its weakest contributor.  Leave our interactive and entertaining session with insight for developing and sustaining the best team you can possibly assemble.  The four elements in this process are (1) development, (2) leadership, (3) hiring and (4) environment.  Discuss how to effectively use these elements in your creation of an outstanding organization. Discover the power of the 10 Attributes for Leadership Success and the negative impact of Leadership’s Fatal 13. Above all, learn how to combine these four elements as a successful catalyst for sustained high-quality output and results.  

The Role of Internal Control in the Risk-Based Audit

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Online

4.00 Credits

This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.

Leases: Mastering the New FASB Requirements

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Online

8.00 Credits

FASB ASC 842, *Leases*, standards decoded By learning essential information about lease accounting requirements, you'll understand the core principles of the standards and how to apply them. You'll explore topics, such as: Identification Recognition Measurement Presentation and disclosure requirements Deliberate application of lessee accounting model You'll also learn about classifying leases, the amortization of the right-of-use asset, and the interest on a lease liability. Additional topics include: Short-term leases Purchase options Variable lease payments Sale and leaseback transactions Leveraged leases

Surgent's Advanced Individual Income Tax Return Issues

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Online

8.00 Credits

Most Accounting and Financial Professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.This course qualifies for IRS credit.

Surgent's Annual Accounting and Auditing Update

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Online

8.00 Credits

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard-setting activities of the FASB and AICPA. In addition to providing a detailed review of SAS No. 145, this course will bring you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help you apply the guidance in practice. In addition to a financial accounting update, the course will discuss what you will need to do differently as you adopt new audit standards 142-149 over the next few years, including a detailed review of the new audit requirements under SAS 142. The course will also cover the key changes related to SSARS No. 25. Finally, the course reviews the AICPA's quality management project. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

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Online

8.00 Credits

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical, and technical requirements.

Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners

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Online

8.00 Credits

Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.This course qualifies for IRS credit.

Walter Haig's AICPA Auditing Standards Update

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Online

8.00 Credits

This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards to audits of Small- and Medium-Sized Entities (SMEs). Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified in peer reviews and litigation will be covered. Participants who take this course will enjoy smooth sailing in their peer reviews, guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Ethics: What a CPA in Public Practice Needs to Know

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Online

2.00 Credits

Accountants in public practice face ethical conflicts almost daily. This workshop (re-)introduces the revised AICPA Code of Professional Conduct and walks through the eleven rules of conduct applicable to accountants in public practice, emphasizing the management of objectivity and competence. We end with discussions of a real-world case involving a CPA whose objectivity and competence is questioned. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

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Online

2.00 Credits

This session opens with conditional summing. If you have not explored conditional summing yet, you are in for a surprise. Conditional summing is a game changer and will absolutely improve efficiency in your reporting workbooks. We then move to removing duplicates to create a list of unique report labels. We conclude with lookup basics. We discuss why we prefer lookups to direct cell references and explore the details of the most popular lookup function, VLOOKUP. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you'll be completing the same exercises demonstrated by the instructor. A link will be provided, so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all the exercises in the practice workbook and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

K2's 2023 Implementing Internal Controls In Quickbooks Environments

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Online

4.00 Credits

The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications used by small businesses. Yet, many of these organizations struggle because of inadequate internal controls. In this seminar, you will learn options for improving internal controls in small businesses running QuickBooks Pro, Premier, Enterprise, or Online. Participate in this program to understand how you can create a robust system of internal controls in a small business environment, including businesses using QuickBooks accounting solutions. In this session, you will also learn about the four common types of internal controls and how to assess the relative condition of the internal control structure of a small business. With this background in place, the focus then shifts to discovering the opportunities to enhance internal controls in QuickBooks-based environments using features found in the application. In addition, you will learn about additional internal control procedures for situations where you cannot establish adequate controls in QuickBooks. In sum, while many believe that QuickBooks-based organizations will forever face weak internal control structures, by participating in this session, you will learn how QuickBooks-based businesses can benefit from strong internal controls.

Qualified Business Income (QBI) Deduction (199A) - The Ins & Outs

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Online

8.00 Credits

The Tax Cuts and Jobs Act (TCJA) was a major overhaul of our tax system that lowered the income tax rates for individual and corporate taxpayers and introduced the new 20% qualified business income (QBI) deduction for sole proprietors and pass-through entities. The cornerstone of this course is the comprehensive discussion of the 20% QBI deduction final regulations under IRC §199A.    **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: Annual Tax Update

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Online

8.00 Credits

For practitioners, it’s a challenge to stay current or ahead of the curve! Change in the tax law is a virtual certainty and keeping up to date is always difficult. The 2024 elections may have an impact on the Congress, the Presidency and, probably the IRS. This ACPEN course will include a panel of national tax practitioners and experts reviewing the latest judicial, legislative and regulatory developments affecting individuals, corporations and other business entities. They will also try to project future developments! Even if Congress cannot muster enough votes to pass new legislation before the next elections, the IRS is instituting a variety of new audit programs directed at non-filers and high net worth individuals and passthrough entities. More are announced regularly! Various tax provisions will expire or benefits will be reduced if Congress fails to act. The courts and the IRS continue to churn out rulings and decisions that affect 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.

Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals

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Online

8.00 Credits

The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.This course qualifies for IRS credit.

Excel - Advanced Spreadsheet Troubleshooting Techniques

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Online

2.00 Credits

Do you dread that annoying ERROR! message popping up on your spreadsheets? Tired of using the same long, elaborate formulas when you could be using the ones that are already built into Excel? Then this class is for you! In this webinar, we will focus on Debugging and Troubleshooting complex formulas. You will learn various techniques that will assist you in creating complex compound formulas. You will also learn techniques to resolve issues when you receive errors. This session will also discuss the 9 built-in error checking options and demonstrate resolution techniques. We will also review techniques to resolve rounding errors. This session is presented using Excel 2013. Regardless of the version you are using, ALL 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.

Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar

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Online

1.00 Credits

Are you  looking to fortify your practice against the ever-growing threats in the digital landscape? Join us for the second installment of our exclusive webinar series, "Mastering Cybersecurity," brought to you by Practice Protect. In today's digitally connected world, the need for comprehensive cybersecurity is paramount. With cyberattacks becoming more sophisticated, it's crucial to stay ahead of the curve in protecting your sensitive client data.  This webinar series is designed to equip CPAs with the knowledge and tools needed to secure their practices and client information effectively.

Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments

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Online

1.00 Credits

In the modern corporate landscape, the challenge for lean HR departments isn't just managing administrative tasks—it's about curating a meaningful and enriching employee journey. Small HR teams are uniquely poised to offer a level of personalization and touch that larger departments might struggle to replicate. These compact teams have the potential to craft individualized experiences, ensuring that each step of an employee's journey, from onboarding to advancement, resonates deeply and positively. Yet, knowing the potential and harnessing it are two distinct tasks. This session provides attendees with a deep dive into three transformative engagement strategies tailored for lean HR environments. By placing the employee journey at the heart of these strategies, HR professionals can ensure every interaction, every milestone, and every touchpoint is optimized for engagement, satisfaction, and growth. Discover methods that don't just streamline processes, but elevate the entire employee experience, creating a lasting impact on both individual careers and the organization's culture.

Audit 301: Code of Professional Conduct - Key for Auditors

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Online

2.00 Credits

Professional Requirements for Assurance Providers, Including Independence - Understanding Critical Code of Professional Conduct Concepts will dig deeper into important foundational principles, primarily focusing on threats to independence and how to avoid or appropriately safeguard them. The AICPAs Code of Professional Conduct provides guidance for ethical business conduct, as well as other potentially relevant ethical requirements from the PCAOB and international bodies. An important pillar of any Code of Professional Conduct is the rules governing independence when performing attest services, particularly when both attest and non-attest services are provided. Note: This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has audit or attest engagement responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.