Professional Development and Event Catalog
Auditing digital assets: Entity's use of a service organization
11:00am - 12:00pm
Online
1.00 Credits
Member Price: $75
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Auditing entities that hold or transact digital assets and use service organizations Although the use of digital assets is rapidly expanding, guidance on how to effectively account for and audit digital assets has not kept pace. This is where the AICPA can help. Based on the AICPA Practice Aid Accounting for and Auditing of Digital Assets, this webcast can help you determine what to do when your client uses a service organization to help transact in, safeguard, or account for its digital assets. You'll discover: How to identify whether a service organization is present, including how to determine the nature of the services provided Key considerations when a service organization provides services related to digital assets, including the role of a SOC report in understanding the control environment The risks, challenges and factors to consider when performing audit procedures when service organizations are being utilized
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K2's Introducing Artificial Intelligence To Human Resources Pros
11:00am - 12:08pm
Online
1.20 Credits
Member Price: $39
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Artificial Intelligence (AI) is the hottest topic in technology circles today. And for good reason! AI can help all business professionals – including HR professionals – work more efficiently and effectively. AI tools such as ChatGPT, Gemini, and Copilot are proving themselves daily as valuable assets. These tools can help you automate research, draft documents, summarize emails, analyze Excel data, and even create PowerPoint presentations for you. If you haven't yet explored what today's AI tools can do, you'll want to participate in this session to become more productive and efficient with this very practical technology.
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K2's Automation - Beyond The Basics With The Microsoft Power Platform
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $79
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This session isfor accounting professionals aiming to enhance their automation expertise with the low-code/no-code tools in Microsoft Power Apps and Power Automate. Participants will explore techniques to create simple workflows and develop custom applications, including "describe it to design it." The session focuses on automating processes, such as approvals, workflow automation, and data manipulation, while accessing and utilizing data from Microsoft Fabric and external databases. Attendees will learn about different types of workflows and the platform's tools for Robotic Process Automation (RPA). Further, they will leave with a better understanding of the Power Platform so they can drive digital transformation in their organizations.
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Monthly Federal Tax Updates - March 2026
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
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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.
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Schedule C of Form 1040
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $79
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Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals. **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.
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The AB5s of Employees and Independent Contractors
11:00am - 1:00pm
Online
2.00 Credits
Member Price: $79
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This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong and possible Section 530 relief. The game changing impact of the Dynamex case and AB5 will also be discussed. **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.
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The Role of Internal Control in the Risk-Based Audit
11:00am - 3:00pm
Online
4.00 Credits
Member Price: $149
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This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.
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Accounting and Disclosure Issues After a Natural Disaster
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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The repercussions from a natural disaster can be devastating. Properly accounting and reporting for the impact of those disasters can be confusing. This course will focus on some of the most FAQ related to the proper treatment of accounting for disasters in GAAP basis financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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K2's AI - Security And Privacy Issues
12:00pm - 12:58pm
Online
1.00 Credits
Member Price: $39
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Security and privacy issues must be top-of-mind concerns for business professionals using AI. Yet, for far too many of these K2’s AI – Security And Privacy Issues professionals, no concern is given for the potential security and privacy risks associated with AI, setting the stage for potentially disastrous results! In this session, you will learn about AI security and privacy risks and how to manage them. This session includes discussions of the major AI companies’ security and privacy policies, how AI platforms might use your data, and how you can stay in control. Given how quickly AI is spreading, this is one session you simply cannot afford to miss.
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Taking a Global View of Professional Ethics
12:00pm - 1:50pm
Online
2.00 Credits
Member Price: $79
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Just as there is some convergence of U.S. accounting standards (GAAP) with international standards (IFRS), a convergence of U.S. professional ethics standards (AICPA Code of Professional Conduct) with the international Code of Ethics for Professional Accountants is continuing to emerge. This workshop compares these two sets of ethics standards, emphasizing both the theoretical aspects and practical implications for today's accounting professionals.
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Partnership/LLC Taxation: Tax Basis Capital Accounts
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Corporate Ethics Cases: Discuss Real Life Conflicts
12:00pm - 4:00pm
Online
4.00 Credits
Member Price: $129
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If you have ever had someone just read you the rules in an ethics class, you know there is a better way. Cases in Corporate Ethics reviews 8 real life cases and puts you in the position of someone in the middle of it all. You'll learn about conflicts that corporate financial professionals often encounter, you'll gain skills for dealing with a boss who is behaving badly and find out where to go for help. Once you have studied ethics using real world cases, you'll never want to do it any other way.
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Retaining Talent in a Competitive Marketplace
12:00pm - 4:00pm
Online
4.00 Credits
Member Price: $149
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Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
12:00pm - 8:00pm
Online
8.00 Credits
Member Price: $245
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As tax policies and economic conditions continue to evolve, staying ahead in fringe benefit planning is more essential than ever. This course provides financial professionals with a comprehensive update on fringe benefit strategies, ensuring compliance with evolving regulations while maximizing tax efficiency for businesses and individuals. Participants will explore the latest legislative and regulatory updates impacting employer-sponsored benefits, IRC §132 fringe benefits, cafeteria plans, and retirement healthcare strategies. This course also examines ERISA reporting requirements, tax-efficient compensation planning, and healthcare benefits, offering practical applications to help practitioners navigate compliance and optimize benefits for their 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
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What You Can Learn From the Statement of Cash Flows
12:30pm - 2:30pm
Online
2.00 Credits
Member Price: $89
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This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
1:00pm - 2:09pm
Online
1.20 Credits
Member Price: $39
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This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes and accounting treatment when a contract does not exist.
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K2's 2023 Using OneNote More And Email Less
1:00pm - 2:46pm
Online
2.00 Credits
Member Price: $79
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OneNote is a fantastic application included in your Microsoft 365 subscription. Yet, it is underutilized and misunderstood most of the time. If you genuinely want to change how you work, embrace OneNote. Stop using Outlook as a filing cabinet for essential emails and move them to OneNote instead. If you share a OneNote notebook with others, you can stop emailing altogether within your group and use OneNote as your collaboration and reference platform.
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The Ethic of Teamwork
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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"No one cares how much you know until they know how much you care." To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn't get better than that! This ethics-based webinar examines the essence of what constitutes teams that are high functioning and highly collaborative. One essential component is the balance between content (getting the job done!) and process (how we get things done...how we treat each other). This webinar will offer concrete practical suggestions for teams both for content and process effectiveness. It will also offer opportunities for self-reflection and actions to take to enhance team performance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Tax Planning for Rental Real Estate
1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $179
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The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity. How do you know if someone is a real estate professional? In this course, we will explore all these issues and many more. Through real-world examples and discussion, this course will delve into exceptions to rental status, qualifications for material participation, and requirements for active status. Additionally, we will cover the QBI and Section 1237 safe harbors and touch on some planning ideas related to depreciation recapture.
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Ethical AI Practices for CPAs: Ensuring Responsible Use
1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.