CPE + Events Catalog

Get ready to elevate your tax game with the Business Tax Update, designed exclusively for tax practitioners looking to sharpen their skills in business income taxation. This course doesn't just scratch the surface – it thoroughly explores the complexities of the tax code, ensuring you're equipped to navigate the ever-evolving tax landscape with confidence. From recent legislative updates to complex tax considerations like COVID-19-related subsidies, this course covers it all. Gain practical strategies and insights that you can immediately apply to assist your clients in optimizing their business income tax planning. Don't miss this opportunity to stay ahead in business taxation and enhance your expertise in a rapidly changing regulatory environment. With a focus on real-world application and comprehensive exploration of essential topics, the Business Tax Update promises to be a game-changer for your tax practice. Whether you're dealing with partnership, corporation, or LLC taxation issues, this course provides precise guidance tailored to diverse business clients. Plus, you'll gain invaluable insights into recent legislative changes, including their implications on tax code sections like Section 199A. Stay at the forefront of business taxation and ensure you're delivering top-notch advice to your clients by enrolling in this essential course today. **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.

This another course in our series on the controllership function. The controller's role encompasses many traditional responsibilities. The breadth and depth of the controller skill set has expanded and will continue to expand as the business world evolves. The controller position will typically lead teams of financial and accounting experts. Recognizing that leadership and team management skills are must-haves; they need to be able to command their team's respect, inspire them to act, and ensure that such actions are aligned with your organization's overall vision. These skills, along with tactical knowledge will ensure the controller's success.

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this four hour program in order to stay abreast of these developments.  This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals.  The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.  **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.

As cryptocurrencies like Bitcoin, Ethereum, and others become more popular, tax authorities around the world are working to create regulations for their use and transactions. This session will address cryptocurrency tax issues and their complexities and challenges that individuals and businesses face when dealing with the taxation of digital currencies. *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

This course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions.  It discusses the ordering rules for local laws versus treaty laws, and the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about  planning opportunities to contemplate when structuring foreign operations.  **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.  

Do you understand the root cause for many professional and personal goals not being achieved? The SMART acronym is valuable in setting goals but insufficient for achieving them. You need two types of goals to boost your chances of success. Outcome goals focus on the results you want to attain. Process goals identify the action steps required to accomplish those desired outcomes. This session explores the essence of both types of goals, and practical examples and tips for the execution of your goals.

Generative AI use is growing, and ChatGPT is leading the way. But what exactly is ChatGPT, and how can it help you increase your productivity? Join us for a one-hour seminar on ChatGPT. We'll guide you through everything you need to know to get started You'll learn to use ChatGPT to: Streamline your workload Save time Boost efficiency Say goodbye to tedious data entry and hello to lightning-fast responses and analysis. As with any new technology, risks and ethical concerns must be considered. Our experts will delve into these topics and provide you with the knowledge and tools you need to use ChatGPT responsibly and effectively. Don't miss this opportunity to stay ahead of the curve and take your CPA game to the next level. Discover the amazing benefits of this groundbreaking technology.

Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills and methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. For example: Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency and reorganization Securities and tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve into further investigative procedures used including digital forensics. Future sessions will focus on computer forensics, network forensics and mobile forensics.  

Stay informed and prepared with this comprehensive annual update on the latest developments in accounting and auditing. We'll begin with a deep dive into the Accounting Standards Updates (ASUs) effective in 2025, followed by insights from the FAF's 2024 PCC Review and an overview of FASB's Invitation to Comment - Agenda Consultation, which will shape the future of accounting standards. On the auditing side, we'll tackle the essential changes in quality management standards that firms must implement by the end of 2025. The session will also highlight common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB). Join us to gain practical insights and actionable takeaways to navigate these updates with confidence.

To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants.  In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.

Looking to stay ahead in tax matters? Join our Individual Tax Update course for an essential deep dive into Form 1040 essentials. Designed for tax pros eager to sharpen their skills, this course unpacks recent tax code changes and equips you with the know-how to navigate them effortlessly. From mastering IRS Form 1040 to leveraging new tax benefits, you'll emerge ready to optimize returns for your clients while staying compliant with the latest regulations. Don't miss out on this opportunity to boost your expertise and ensure financial success for both you and 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.

This course in part of our series on the Controllership Role. Internal control is relevant to everyone in the workplace. It represents our moral responsibility to understand and comply with organization policies and procedures. It also provides the means to hold individuals accountable for their work. The controller is an impactful position that affects a company's processes including financial, compliance and operational. Controller functions vary across companies often following the size and complexity of the business and the industry. Smaller companies require more versatility for the controller Larger companies are more able to segregate job responsibilities across other employees. The controller should be knowledgeable of the various controls to create a control system that will appropriately safeguard company assets and processes. Internal controls are typically comprised of control activities such as authorization, documentation, reconciliation, security and segregation of duties.

Do you know where your clients' businesses have nexus? The rapidly evolving area of multistate taxation should be on the radar of business tax professionals.

In this comprehensive course, practitioners gain a deep understanding of strategic planning considerations and potential hurdles encountered when clients face difficult circumstances. Delving into an array of scenarios often classified as "challenging," the course offers tax insights. From divorce and personal bankruptcy to intricate personal relationship matters, participants will equip themselves to adeptly guide clients through these challenging scenarios by understanding the tax implications. **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.

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

This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Participants will also learn how to calculate shareholder basis and understand the strategic advantages and limitations of an S corporation. *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

This course provides financial professionals with a comprehensive understanding of trusts and their role in estate planning. Participants will learn how to determine whether a trust aligns with a client's financial goals and explore strategies to maximize tax efficiency. The course covers various trust structures and their potential to reduce income, estate, and generation-skipping taxes at both federal and state levels. Additionally, it delves into trustee responsibilities and the benefits of irrevocable life insurance trusts and dynasty trusts. With a focus on practical applications and real-world scenarios, this course equips CPAs, EAs, attorneys, bankers, and financial planners with the expertise to navigate probate avoidance, streamline asset distribution, and manage complex tax considerations. Whether working with revocable or irrevocable trusts, participants will gain the tools to enhance their clients' financial well-being across generations. *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 updated revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry.  

Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal “shelters” available to those buying and selling real property.  We will be covering the basic structure of a LKE, and ways a taxpayer can utilize qualified third party intermediaries (QI), tenancy-in-common structures including Delaware Statutory Trusts (DST).   We will also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. **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  

If sales increase, so should profits.  Yet, the opposite result often leaves executive’s scratching their heads.  When organizations work with inferior cost information, they make mistakes in four specific situations.  Bad information causes sellers to overprice easy, high-volume work and under-price difficult, low-volume work.  This session discusses how to use activity-based costing to build accurate costing models that consider far more than just the labor and materials necessary to provide goods and services.