CPE & Event Calendar

When do they exist and how to report them? This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction.  **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.

One of the biggest challenges, if not the most critical challenge in business, is attracting and keeping an engaged and productive workforce. Navigating the world of engagement and retention requires an understanding of human needs as well as deliberate and intentional actions to strengthen an employee's investment and connection to their place of work. For all the HGTV lovers out there, this session mirrors a television show where an individual/family must decide if they want to stay in their current home (after renovations and home improvements) or move to a new space. This webinar title seems apt in describing the current issues around engagement and retention. When an employee chooses to "love it" or stay with their current employer, it typically means they are engaged in their work and they feel seen, heard and valued- they are content. Conversely, the notion of "leaving it" typically symbolizes an employee who cannot wait to get out of their current job. These employees often have negative attitudes and/or behaviors at work. The purpose of this webinar is to recognize the significance of attracting and retaining employees, building your brand as an employer of choice and developing a culture where individual employees feel valued, cared for and ultimately engaged, all though an ethical lens. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This program addresses the Section 199A deduction for flow-through entity income, including a review of the major provisions, forms reporting, and recent developments. 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 provides a concise overview of how the Internal Revenue Service (IRS) thinks. The session reviews how the agency uses behavioral insights -- the study of how people reflect and behave -- to drive compliance, positively impact taxpayer engagement, and reduce taxpayer burden. While the IRS is governed by federal tax law, it's also shaped by social norms. As part of their mission to collect taxes and administer the Internal Revenue Code, the agency utilizes human psychology to achieve their goals. These activities include public identity (using the IRS logo, seal, and symbol), voluntary compliance (using public shaming and the "Wesley Snipes" effect), trust building (using a Taxpayer Bill of Rights), and error reductions (using alerts and reminders to nudge behaviors). The session reveals how to "get into the head" of the agency and better understand the key psychological factors (individual, environmental, social) that drive leading IRS operations and decisions. The course also spotlights the leading issues and pain-points that are currently "top of mind" for the agency and how practitioners can be more mindful in their interactions with the IRS to improve outcomes. 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 focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action! As part of this course, we will also walk through real world examples of individuals and companies faced with these dilemmas. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Tax Season can be a daunting time for tax preparers, but it doesn’t have to be with the help of tax automation software tools and other innovative technology. This session will provide an overview of the latest technologies and tools that can help automate your workflow and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management, and e-signatures to robotic process automation, you’ll learn about all the options available to help streamline your tax preparation process. So don’t dread Tax Season - attend this session and arm yourself with the tools you need to succeed!

Financial Acumen for the HR Professional is a part of the series "The HR Professional's Guide to Evolving Business Strategy, Finance and Development." This course identifies how HR Professionals can increase their financial understanding to participate more effectively with management as well as understand the financial results and implications for the business.

Award winning discussion leader, former state accountancy board chair, and lifelong tax practitioner Mark Hugh will review ethics for tax professionals: the AICPA Code of Professional Conduct and interpretations; the Statements on Standards for Tax Services; tax preparer standards in the Internal Revenue Code; the rules for practice with and before the IRS, including IRS Circular 230; new developments; and discuss examples of best practices and case studies.

The audit standards state that one of the reasons auditors fail to detect fraud is that they don’t know what it looks like.  Prior to the original SAS No. 82, Consideration of Fraud In A Financial Statement Audit, nowhere in any SAS was there a description of what fraud looked like.  So, as they say, if you don’t know what you are looking for, you can often look right at it and not recognize it! This presentation illustrates some of the more common indicators of fraud they most individuals would overlook unless they 1) knew what they were looking for and were 2) actually looking for it.  Contrary to what the standards say about fraud being concealed, I have found that fraud is often laying on the table right in front of you; but no one has discovered it because they have no idea what the indicators of fraud are.

In this course, we will explore the various types of data - both structured and unstructured - used in conducting fraud risk investigations and proactive monitoring. We will explore the various tools available on the market and techniques to confirm completeness and accuracy of the data before the analysis begins.  The course will cover the process for selecting the right data sources to align with the various risks as well as pitfalls to avoid when preparing the data for analysis. 

In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement.  This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **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 Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds.  This course will provide a concise look at these hot topics.   **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.

Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove “reasonable cause.” This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. **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 will help you develop an effective plan for revenue generation with client accounting services. The course will help you define and market to your chosen niches with effective and cost-efficient tactics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will also cover provide an update on the current market for cloud based accounting / ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in business. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

We are now officially in the era of digital communications, collaboration and knowledge sharing. Is your organization prepared to embrace it? This course will show you how to do just that by strategically deploying the Microsoft Office 365 ecosystem of applications with the Teams app at the core. Office 365 provides the tools to digitally transform your workflows to increase efficiency, as well as to provide the ability for your team to work from anywhere, at any time, on any device. We will review how you can leverage specific Office 365 apps to foster online communication, collaboration and knowledge sharing among your team members, as well as externally with clients, customers and service providers. You will leave this course with a solid understanding of how to tap into Office 365 to take your business digital. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This session will highlight recent cases of ethical failures and fraud and will highlight concepts of trust, personal accountability, responding to fraud, and the conduct expected of CPAs outlined in the Code of Professional Conduct. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The procurement function is a critical area of organizations where spend is a top priority. The Controllership function is involved in spend management. It is logical that the Controller should take a role in working with the procurement function. The procurement function may report to various areas within an organization including the Chief Operating Officer (COO), Chief Procurement Officer (CPO), Chief Executive Officer (CEO) and the Chief Financial (CFO) or Accounting Officer (CAO). Regardless of the reporting line of the function, the accounting and controllership functions must have an integral understanding of all processes involved within procurement. This understanding assists the controller and accounting area in properly optimizing and controlling costs associated with the process.  

How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs, and creates financial flexibility in your organization.