CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Basic Individual Taxation Course
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Online
2.00 Credits
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Effectively Responding to IRS Letters
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Online
2.00 Credits
This course equips tax professionals with the knowledge and strategies needed to handle the most common IRS letters, including general notices, audit requests, collections, return inquiries, and error notices. Participants will learn how to interpret IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. The session also highlights best practices for ensuring compliance and avoiding penalties or escalation, empowering attendees to navigate IRS correspondence with confidence. *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
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
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Online
4.00 Credits
The Accountant role is evolving from data aggregation to knowledge extraction, with a significant emphasis on understanding and leveraging technological advancements. In this era of rapid digital transformation, it is crucial for accountants to grasp the shift towards more analytical roles, learn the tools, and integrate Business Intelligence (BI) and Data Analytics (DA) in their organization and daily practices. This course will focus on raising the accountant's awareness of BI and DA practices, the impact of AI technologies like ChatGPT, and how these can benefit their organization. By embracing these technologies, accountants can enhance their value proposition by transitioning from traditional accounting roles to becoming strategic advisors and decision-makers.
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
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Online
8.00 Credits
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data. For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may not be possible in some cases. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor effective internal controls, security, and anti-fraud measures in small organizations.
Supervision/Management Competencies: An Ethical Approach
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Online
2.00 Credits
Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Bumper Sticker Ethics v. Professional Ethics
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Online
1.00 Credits
Ethics is simple: Do no harm, just tell the truth, keep your word, and when in Rome do as the Romans do. For most people in most circumstances, these "bumper sticker" sayings provide helpful ethical guidelines. For accountants, however, ethics -- and especially, professional ethics -- can quickly turn into a tangle of ethical conflicts and competing rules. This workshop untangles some of these situations by working from ethical theory and practice. 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 After QuickBooks, What's Next?
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Online
1.00 Credits
Accounting professionals face a critical technological shift with the discontinuation of QuickBooks Pro and Premier sales in 2024. This course explores the transition to modern platforms, including QuickBooks Online, Xero, Zoho Books, FreshBooks, and more. Participants will gain insights into key features, integration capabilities, add-on solutions, and payroll and reporting functionalities. Learn strategies for seamless implementation and discover how to guide clients effectively through this change. Comparative tables and expert insights will equip you to make informed recommendations for your practice or small business. Attend this session and learn more about platforms available for small businesses.
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.
FASB Update and Review
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Online
2.00 Credits
Periodic FASB checkups are critical for accountants who deal with financial statements prepared in accordance with U.S. GAAP. This course introduces recent FASB pronouncements and revisits selected existing standards that are likely to be salient for private entities. This session also offers a preview of coming attractions by examining significant elements of the FASB's technical agenda.
Depreciating & Expensing Business Assets
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Online
2.00 Credits
This course will address recent tax legislation, rules, and developments related to capitalization and depreciation; Section 179 and 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm and real estate business. **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.
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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Online
2.00 Credits
Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors and across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving and productive culture. This topic is based on Jon’s book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions.
Surgent's Virtual Currency: Keeping Up with the Tax Code
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Online
2.00 Credits
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.This course qualifies for IRS credit.
Surgent's What Tax Practitioners Need to Know About Medicare
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Online
2.00 Credits
Tax advisors often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.
What's Behind the Data?
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Online
2.00 Credits
We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Understanding Internal Control Constructs
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Online
4.00 Credits
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order 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. It provides an understanding of the interrelated nature of all controls created by any organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Business Tax Update: Recent Developments
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Online
2.00 Credits
A discussion of the latest 2021/222 tax developments impacting business 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.
Surgent's Ethical Considerations for the CPA
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Online
4.00 Credits
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter, particularly those related to objectivity and independence. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. This course does not qualify for IRS credit.
Surgent's Fraud In Single Audits
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Online
4.00 Credits
With all the planning, procedures, and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records, and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of six real-world frauds which seemingly dodged detection in the single audit process. Leveraging the incredible gift of hindsight, this course is designed to raise your awareness and sharpen your focus on the potential for fraud in single audits!This course qualifies for yellow book credit.
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
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Online
1.00 Credits
Boost quality management through improved processes (bold) With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM) systems for audit and accounting practices have changed. The revised QM standards take a proactive approach to quality management, with an increased emphasis on monitoring, remediation and improvement. Firms are now required to evaluate their system and annually conclude on its effectiveness. Third in a four-part webcast series (bold) This is the third webcast in a four-part series on the Auditing Standard Board's (ASB) new quality management standards. In this webcast, you'll take a deep dive into the monitoring and remediation component of the ASB's Statement on Quality Management Standards (SQMS) No. 1, A Firm's System of Quality Management (ital). Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics. A rebroadcast of this webcast is scheduled for Dec. 13, 2022, at 2:00pm ET.
Excelling at Excel: The Magic of Power Query
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Online
2.00 Credits
Elevate your data analysis capabilities with our focused course on Power Query. Tailored for financial professionals, this training will show you how to get started using Power Query and teach you some of the ways to take advantage of its ability to handle messy data and automate repetitive tasks. Harness the efficiency of Power Query to revolutionize the way you work with data. Learn how to "program" your tasks once and set them on repeat, eliminating the need for repetitive, robotic work. This automation not only saves time but also ensures consistency and accuracy in your data processes. Whether you're dealing with complex datasets or simply looking to streamline your reporting processes, this course will equip you with the tools and knowledge to make Excel work for you like never before.