CPE Catalog & Events
Individual Tax Update 2026: Cases, Rulings & Real-World Impact
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Online
2.00 Credits
Member Price: $89
Tax law continues to evolve—and so do the risks and opportunities for individual taxpayers. This 2026 update examines the most important cases, IRS rulings, and administrative guidance from the past year, translating complex developments into practical takeaways. Learn how new interpretations affect deductions, credits, reporting obligations, controversy issues, and tax planning strategies. Walk away with tools you can immediately apply in practice. *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 terri.storer@acpen.com Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Navigating IRS Collections: The Collection Process
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Online
2.00 Credits
Member Price: $89
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. 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 is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
The Current and Future Landscape of Audit Technology
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Online
2.00 Credits
Member Price: $89
Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you'll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. 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 is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Written Information Security Plans
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Online
1.00 Credits
Member Price: $55
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). 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 is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
Member Price: $55
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. 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 is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Leading Risk Management Practices in a Dynamic Risk Environment - Part 2
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Online
1.20 Credits
Member Price: $39
In Session One we evaluated: • Examine Governance Organizational Framework (Strategy & Risk) • Determine how to identify risks • Understand how to Assess Risk - Risk Assessment impact and likelihood • Steps towards performing a comprehensive Risk Assessment and Prioritization This session goes deeper into the process of risk management and risk assessment. This session also includes a case scenario for evaluating risk management risks. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
Foundations of IT Audit for CPAs
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Online
3.00 Credits
Member Price: $109
This course introduces CPAs, financial auditors as well as technology auditors to the foundational concepts of IT auditing. Participants will learn how IT systems support financial reporting, how to assess risk in IT environments, and how IT General Controls (ITGCs) and application controls impact audit procedures. The course also introduces IT audit planning and scoping to help auditors determine what systems and controls to evaluate. Delivery Method: Individual webcast CPE Credit: 3Program Level: Basic
AI In Audit and Financial Reporting
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Online
1.60 Credits
Member Price: $39
Auditors and financial professionals must understand how to integrate AI responsibly while maintaining professional skepticism, audit quality, and compliance with regulatory expectations. However, the use of AI also introduces new governance, ethical, and regulatory considerations that organizations must carefully manage. This course explores how AI is currently being used in audit and financial reporting, the benefits and risks associated with its adoption, and how organizations can establish appropriate governance, controls, and oversight. Delivery Method: Individual webcast CPE Credit: 1.6Program Level: Basic
S Corporation Essentials: Stock & Loan Basis Reporting
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Online
2.00 Credits
Member Price: $89
This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions. *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 terri.storer@acpen.com Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
State Tax Nexus: Frequently Awkward Questions
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Online
2.00 Credits
Member Price: $89
Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US, and identifies free, online multistate resources. *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 Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a focused overview of Trump Accounts and their practical application in client planning. Participants will examine eligibility requirements, contribution rules, tax treatment, and reporting considerations. Through practical examples, the course emphasizes evaluating suitability, identifying planning opportunities, and avoiding common compliance pitfalls when incorporating Trump Accounts into client strategies. *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 terri.storer@acpen.com Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Qualified Business Income (QBI) Deduction (§199A) – The Ins & Outs
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Online
8.00 Credits
Member Price: $300
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 terri.storer@acpen.com Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
K2’s Getting Control Of Your OneDrive Account
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Online
1.00 Credits
Member Price: $39
Many professionals use OneDrive but don't realize-or use-its full capabilities. Whether you have a business or personal account-or both-OneDrive offers features to enhance productivity and improve data security. Join this exclusive session to discover the advantages of using OneDrive for data storage and collaboration. In it, you will learn how to manage relevant risks and integrate OneDrive seamlessly into your daily workflows. Don't miss this chance to enhance your efficiency and security. Sign up now and unlock the full potential of OneDrive for you and your team. Delivery Method: Individual webcast CPE Credit: 1Program Level: Update
The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 1
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Online
1.80 Credits
Member Price: $89
The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations, and financial outcomes. This can sometimes appear to be accuracy-focused and not necessarily decision useful insight. Controllers must move away from just variance explanation and include performance interpretation. To do this, the controller must understand business models and value drivers, be able to translate strategy into financial growth and align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts and controllers will come away with insightful ideas regarding how to elevate their roles. Delivery Method: Individual webcast CPE Credit: 1.8Program Level: Basic
Introduction to Yellow Book
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Online
2.00 Credits
Member Price: $89
Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS), commonly referred to as the "Yellow Book," involves additional reporting, ethics, and performance requirements that go beyond those outlined in AICPA Generally Accepted Auditing Standards (GAAS). This course provides an overview of the guidance found in the Yellow Book and explores its relationship with the AICPA Code of Professional Conduct. Participants will gain an understanding of the unique CPE requirements for GAGAS engagements and review the Yellow Book standards for financial statement audits, with a focus on ethical principles and independence. This course is designed to equip professionals with the foundational knowledge needed to navigate the complexities of Yellow Book engagements effectively. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
AI-Enhanced Business Consulting for CPAs: Strategies and Tools
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Online
4.00 Credits
Member Price: $149
Does your firm have an interest in expanding its services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand where consulting business opportunities exist, what are the firm’s professional responsibilities, how to recognize the needs of the client and how the practice can be leveraged using AI. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Benford’s Law and Other Digital Analysis Techniques
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Online
1.80 Credits
Member Price: $79
Numbers and especially the digits within those numbers can conceal a lot of information. Benford's Law and other digital analysis techniques can be the keys to unlocking that information. This session will explain what Benford's Law is, how it works, and how it can be used to reveal bogus information and made-up data. Accountants and auditors should understand how to use this valuable audit tool as well as other digital analysis techniques. But, if you attend this session, you must promise not to reveal the secret behind these techniques to any fraud perpetrators. Delivery Method: Individual webcast CPE Credit: 1.8Program Level: Basic
Develop Your Emotional Intelligence to Be More Successful in Life and Leadership
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Online
2.00 Credits
Member Price: $89
The difference between star performers and average ones in leadership roles is attributable largely to emotional intelligence (EQ). It’s surprising, then, that EQ is underrated as an essential ingredient for success in life and leadership. This presentation highlights the importance of EQ and provides participants with actionable tools to develop better relationships within and outside of the workplace, build healthy teams, and navigate constant change. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Effective Manager - Traits and Skills
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Online
2.00 Credits
Member Price: $99
Many courses deal with leadership and manager skills. Whether you have held a management position for several years or are just transitioning to a manager role, you will find that becoming/remaining a good manager can often be an art rather than just a technical skill. It can be (and should be) a learning and an ever- evolving process. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Advanced Negotiations: Never Split the Difference
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Online
2.00 Credits
Member Price: $89
Anytime someone says "I want," "I need," or "Will you," you are in a negotiation. For decades, the negotiation techniques described in Getting to Yes by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods. These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it. More recent research on human psychology has revealed new methods that will allow you to do even better. Sometimes, you can't settle for getting half of what you want. Sometimes you have to have it all. This session explores negotiating's human side, to give you powerful people skills that will help you get more. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate