CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Donating Cryptocurrency and Avoiding Traps for the Unwary
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Online
2.00 Credits
As the digital asset market continues to mature, more taxpayers may be contemplating blessing their favorite charitable organizations with gifts of cryptocurrency. Beneficiaries unfamiliar with digital assets may find it challenging to properly report any of these types of donations. Likewise, taxpayers will need to ensure that they properly value and substantiate any contributions or potentially risk their charitable deductions being denied. This course will provide a brief overview of digital assets. This will be followed by a discussion of the rules regarding the documentation required when claiming a charitable contribution of digital assets. This course will also cover recent IRS publications and cases discussing taxpayers whose deductions of digital assets charitable gifts was scrutinized. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How AI Is Automating Internal Control
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Online
4.00 Credits
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Financial Decisions that Led Two Businessmen to Prison
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Online
2.00 Credits
Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those people are on their way to prison. Learn from the lessons they offer. We interview both financial professionals, and they tell us more about how their decisions influenced the consequences that followed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
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Online
2.00 Credits
This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly being called upon by governments and economic organizations at all levels to step up and help law enforcement battle financial impropriety. The stakes are huge. In the United States alone, the OECD estimates that 5% to 10% of the annual budget of the US health care programs, Medicare and Medicaid, is wasted as a result of corruption. Every dollar lost to monetary malfeasance has a crippling effect that ripples through countries, industries, companies, communities and individual lives. Government resources are wasted, public services are compromised, companies are financially destabilized, shareholders are cheated, employers are swindled, charities are undermined and much more. By increasing their awareness of what and how the IRS investigates and prosecutes, accountants can heighten their "spidey sense" of what doesn't look right in financial records. This includes honing skills to more readily notice -- and report -- ledger anomalies and irregularities, and even rethink a "silence is always safer" mindset. As technology disrupts and automates many fundamental accounting functions, practitioners can add value by more diligently scanning for "creative accounting" red flags on the frontlines. Prioritizing transparency and behaving ethically -- the core of the profession -- not only helps society and the economy as a whole, it can help accountants boost their reputation as highly trusted business advisors and even supercharge their bottom line. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Noble Leadership: An Ethical Approach
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Online
2.00 Credits
Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will be of most value to individuals who believe that everyone, regardless of circumstance, deserve "certain general conditions that are ...equally to everyone's advantage" (John Rawls). The Noble leader believes in people. The Noble leader is curious and humble and invites challenge and feedback into his/her/ world. The Noble leader is a true believer in seeing the good in others, helping them to be their best which in turn helps the Leader grow as well. The Noble leader does not shy away from confronting bad behavior/performance in a respectful and clear way while believing in the inherent dignity of each individual This workshop based on ethical principles offers a glimpse into what it takes to become a Noble Leader and how one can journey through for increased self awareness and skill development. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Power BI - Bringing It All Together for Data Analysis
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Online
2.00 Credits
Power BI - Bringing It All Together for Data Analysis is an advanced-level course designed for professionals looking to integrate and optimize their use of Microsoft Power Pivot and Power BI. Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. The course also focuses on optimizing performance for data models, utilizing advanced features of Power BI Services, and moving beyond basic data models to create advanced solutions tailored to real-world business needs. By the end of the course, you'll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience. Whether you're presenting to stakeholders, sharing insights across teams, or managing enterprise-level reporting, this course will equip you with the tools and strategies to succeed. Perfect for Power BI users looking to tie all the pieces together into a comprehensive, efficient workflow. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Servant Leadership 101
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Online
1.00 Credits
The War for Talent is bad, and it's getting worse. In their efforts to win the war for talent, smart organizations have recognized the importance of fostering a great work culture. Many of these organizations are implementing Servant Leadership as their desired leadership style. In this session, learn what servant leadership is, as well as what it is not. Also, learn the benefits of having a great culture, the basics for assessing your culture, as well as how to coach your employees using a servant leadership style. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Audit Cash
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Online
2.00 Credits
Cash is essential to every business, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course qualifies for yellow book credit.
AI for CPAs - How it Works and How to Apply it
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Online
4.00 Credits
Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Avoiding the Most Misapplied Audit Concepts
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Online
8.00 Credits
Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Navigating IRS Correspondence: Responding to IRS Letters
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Online
2.00 Credits
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
An Ethical Approach to Mental Health Issues at Work
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Online
2.00 Credits
In the past talking about mental issues in the workplace was taboo. Not anymore!!! So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal distress and hopelessness. The Society of Human Resource Management (SHRM) is addressing mental illness as a critical factor for the wellbeing of organizations. Additionally, the EEOC is cracking down on mental health discrimination. It is a very important topic for any functional business! This ethics-based webinar will bring awareness to this issue and offer suggestions on managing mental health issues in ethical, compassionate and healthy ways. It will offer suggestions on managing mental health issues for leaders, managers and all staff to create and environment of safety and belonging. This webinar will also address the topic of suicide talking about warning signs and resources. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Understanding and Creating an Internal Control System
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Online
8.00 Credits
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Become a Data Analysis Expert
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Online
2.00 Credits
In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data. Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Monthly Federal Tax Updates - December 2025
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Online
2.00 Credits
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Beyond the Numbers: Success Strategies for Female CPAs
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Online
2.00 Credits
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Forensic Accounting: Crafting Expert Reports
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Online
4.00 Credits
When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics, and components of an effective report. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Using AI to Instantly Transform Ideas into Revenue Streams
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Online
2.00 Credits
Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Yellow Book Independence and Single Audit Fundamentals
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Online
4.00 Credits
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling, and single audit reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course qualifies for yellow book credit.