CPE Catalog & Events

Mastering Partnership Basis: Inside and Outside Basis

The major topics that will be covered in this course include: Explain the use of both ""inside"" and ""outside” basis determination How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property. Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest. Comprehensive example to illustrate the mechanics of the basis determination process.

Mastering the Excel Lookup Function

The major topics that will be covered in this class include: A review of the various lookup functions, beyond VLOOKUP Learn which lookup works best for your situation How to apply the many lookup functions Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively An in-depth review of the following functions: VLOOKUP / HLOOKUP XLOOKUP MATCH / INDEX XMATCH INDIRECT FILTER SORT / SORTBY UNIQUE An overview of some newer functions

Power BI - Bringing It All Together for Data Analysis

The major topics that will be covered in this course include: </p> Building a Comprehensive Workflow in Power BI Streamline and enhance your end-to-end data processes for improved efficiency and clarity. Exploring What's Next After Creating Data Models and Measures Understand advanced strategies to further enhance the value of your existing data models. Best Practices for Performance Optimization Learn key tips to ensure smooth, fast, and reliable performance in your existing data models. Leveraging Your Data Model Through PowerBI.com/Power BI Services Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.  

Tax Depreciation: Review and Update

The major topics that will be covered in this class include: Recent tax legislation and developments related to capitalization Eligible property for Section 179 and Section 168(k) Discussion of the Section 179 deduction and its use to depreciate real property The Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules Other related topics

The Ethical Management of Conflict

The major topics covered in this class include:Professionalism, Conflict and Ethics Sources and approaches to conflict Managing Conflict from the Inside: Awareness of human tendencies, human emotions, and gossip Guidelines for managing conflict collaboratively

Using Chat GPT with Excel

The major topics that will be covered in this class include: Introduction to ChatGPT and other AI (Artificial Intelligence) language models Discussion of best practices for using ChatGPT with Excel Use ChatGPT to create, debug and explain formulas Use ChatGPT to learn how to use Excel features Use ChatGPT to automate repetitive tasks in Excel Use ChatGPT to easily create macros

1040 Tax Prep Automation with AI Tools

The major topics that will be covered in this course include: Overview of AI technology and how it works. Identify where AI can be incorporated into the 1040 process. Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications. Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake. A roadmap for using AI to improve client communications and 1040 based advisory services.

CPA to CFO: Essential Compentencies for Finance Leaders

The major topics that will be covered in this course include: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies

Ethics Based Leadership for Women

The major topics covered in this class include: Virtue ethics and leadership hallenges to leadership for women Self-awareness and defeating internal messages Imposter syndrome Speaking my truth, finding my voice Giving and receiving feedback Raise your hand, stand up and sit down

Fundamentals of Form 1040 -- Business

The major topics that will be covered in this course include: Self-employment and business income taxation (Schedule C, self-employment tax, business deductions) Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203) Application of Form 7217 for capital construction funds Best practices for self-employed clients and small business owners Key deductions and credits for business owners Avoiding common IRS audit triggers related to business income reporting Legislative updates impacting business income taxation in the current year

Fundamentals of Form 1040 -- Individual

The major topics that will be covered in this course include: Form 1040 essentials: filing requirements, due dates, and key schedules Filing status, dependency rules, and taxable income sources (wages, investment income) Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits) Preparer due diligence, Circular 230 compliance and taxpayer rights IRS cybersecurity considerations and best practices for taxpayer data security Lgislative updates

Navigating IRS Correspondence: Responding to IRS Letters

The major topics that will be covered in this course include: Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real-world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.

Overcoming Tech Adoption Challenges in CPA Firms

The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms

Retaining Top Talent: Strategies for CPA Firms

The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals

Tax Update: H.R. 1 "One Big Beautiful Bill" & Form 1040

The major topics that will be covered in this course include: Individual Taxation: Child tax credit expansion, tip/overtime exclusions, SALT cap extension Income & Adjustments: Tip income exclusion, overtime relief, educator expenses Business Taxation: Bonus depreciation, §199A expansion, interest deduction limits Estate & Gift Tax: Increased exemption thresholds, charitable deduction changes Education Incentives: Student loan discharge, 529 plan expansion, new “Trump Accounts” Compliance & Reporting: 1099-K threshold changes

The Future of Audit: Technology, Talent & Transformation

The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes

The One Big Beautiful Bill: 2025 Tax Legislation

The major topics that will be covered in this course include: The Congressional process in passing tax legislation.  Major Tax Provisions in the House version of Big Beautiful Bill  Individual  General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions

The Role of Internal Control in the Risk-Based Audit

Unlock the Power of AI with Copilot i

The major topics that will be covered in this course include: Introduction to Copilot in Excel Automating Tasks and Enhancing Productivity Advanced Data Insights with Copilot

What's Behind the Data?

The major topics that will be covered in this course include: Ways in which data and information can be misleading Common pitfalls when encountering data How to re-evaluate the data to avoid those pitfalls