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Search Filters

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Webcast (358)

Self-Study (716)

Self-Study Video (94)

Live Webcast (18)

Functional (2)

Instructors

CPE Topic

Accounting (328)

Auditing (198)

Business & Industry (65)

California Federal Tax Update (1)

California Regulatory Review (2)

Ethics (157)

Ethics for Enrolled Agents (10)

Federal Tax Update (3)

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CPE Credits

Sort By:

Personnel/Human Resources
PIVOT Part 2: Variety and Organization

William B. Henry – Founder & CEO of “The WBH D.E.I.I. Experience”

Webcast
Credits: 1 $49.00
$49.00
Personnel/Human Resources
PIVOT Part 3: Timely

William B. Henry – Founder & CEO of “The WBH D.E.I.I. Experience”

Webcast
Credits: 1 $49.00
$49.00
Auditing
Accounting Estimates, Including Fair Value – Evaluating the Propriety of Areas within Uncertainty (Self-Study Video)

Jennifer F. Louis, CPA

QAS Self-Study Video
Credits: 2 $98.00
$98.00
Accounting
Analysis and Uses of Financial Statements

Delta CPE LLC

QAS Self-Study
Credits: 10 $290.00
$290.00 – $320.00
Accounting
Analysis of the Corporate Annual Report

Delta CPE LLC

QAS Self-Study
Credits: 3 $87.00
$87.00 – $107.00
Auditing
Effective and Efficient SSARS Engagements (Self-Study Video)

Jennifer F. Louis, CPA

QAS Self-Study Video
Credits: 4 $98.00
$98.00
Regulatory Ethics
Balancing Creativity and Integrity: Ethical Financial Reporting for CPAs

Kelen Camehl, CPA, MBA

QAS Self-Study
Credits: 2 $87.00
$87.00 – $107.00
Accounting
Management Control Systems

Steven M. Bragg, CPA

QAS Self-Study
Credits: 3 $87.00
$87.00 – $107.00
Information Technology
Cybersecurity for Financial Professionals

Kelen Camehl, CPA, MBA

QAS Self-Study
Credits: 2 $58.00
$58.00 – $78.00
Auditing
How to Audit Procurement

Steven M. Bragg, CPA

QAS Self-Study
Credits: 1 $29.00
$29.00 – $49.00
Information Technology
Accountant’s Guide to Computers and Information Technology

Delta CPE LLC

QAS Self-Study
Credits: 6 $174.00
$174.00 – $204.00
Regulatory Ethics
50 Ways to Lose Your License

Mark Seid, EA, CPA, USTCP

Webcast
Credits: 2 $98.00
$98.00
Regulatory Ethics
Ethics – Handbook for CPAs

Kelen Camehl, CPA, MBA

QAS Self-Study
Credits: 4 $116.00
$116.00 – $136.00
Regulatory Ethics
Ethics – Identifying & Preventing Discreditable Acts

Kelen Camehl, CPA, MBA

QAS Self-Study
Credits: 2 $58.00
$58.00 – $78.00
Regulatory Ethics
Ethics – Identifying & Managing Conflicts of Interest

Kelen Camehl, CPA, MBA

QAS Self-Study
Credits: 2 $58.00
$58.00 – $78.00
Accounting
Accounting for Guarantees

Steven M. Bragg, CPA

QAS Self-Study
Credits: 1 $29.00
$29.00 – $49.00
Auditing
Auditing Cash – Applying Basic Skills to the Starting Point of Any Audit

Jennifer F. Louis, CPA

Webcast
Credits: 2 $98.00
$98.00
Regulatory Ethics
Ethics – Protecting Confidential Client Information

Kelen Camehl, CPA, MBA

QAS Self-Study
Credits: 2 $58.00
$58.00 – $78.00
Business Law
Business Law – The Legal Environments of Business

Delta CPE LLC

QAS Self-Study
Credits: 12 $336.00
$336.00 – $376.00
Computer Software & Applications
Artificial Intelligence for Accounting and Financial Professionals

K2 Enterprises (Stephen M. Yoss, Jr., CPA)

Webcast
Credits: 4 $196.00
$196.00
Computer Software & Applications
Saving Time with Electronic Forms

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Webcast
Credits: 1 $49.00
$49.00
Information Technology
The ABCs of Automation with Microsoft’s Power Platform

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Webcast
Credits: 2 $98.00
$98.00
Computer Software & Applications
What Now, What’s Next: Emerging Technologies

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Webcast
Credits: 2 $98.00
$98.00
Auditing
Small Business Internal Controls, Security, and Fraud Prevention and Detection

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 8 $392.00
$392.00
Computer Software & Applications
Advanced Collaboration Solutions

K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Webcast
Credits: 2 $98.00
$98.00
Computer Software & Applications
Technology for CPAs – Don’t Get Left Behind

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 8 $392.00
$392.00
Information Technology
Consumer Electronics Show 2024 Review

K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Webcast
Credits: 1 $49.00
$49.00
Computer Software & Applications
Top PDF Features You Should Know

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 4 $196.00
$196.00
Business Management & Organization
CPA Firm Technology and Management Update

K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Webcast
Credits: 2 $98.00
$98.00
Information Technology
Working Remotely – The New Normal

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 4 $196.00
$196.00
Information Technology
Optimizing Your Tech Stack

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Webcast
Credits: 2 $98.00
$98.00
Information Technology
Business Continuity – Best Practices for Managing the Risks

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Webcast
Credits: 8 $392.00
$392.00
Computer Software & Applications
Small Business Accounting Solutions

K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Webcast
Credits: 2 $98.00
$98.00
Information Technology
Effective Automation and Outsourcing

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Webcast
Credits: 1 $49.00
$49.00
Information Technology
Tech Update

K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Webcast
Credits: 2 $98.00
$98.00
Behavioral Ethics
Ethics and Technology

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Webcast
Credits: 4 $196.00
$196.00
Information Technology
Time to Advance Automation

K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Webcast
Credits: 2 $98.00
$98.00
Information Technology
Ripped from the Headlines: Lessons from Interesting Tech Crimes

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Webcast
Credits: 2 $98.00
$98.00
Computer Software & Applications
Excel’s Best Practices

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 8 $392.00
$392.00
Computer Software & Applications
Office Scripts – The New Macros

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 2 $98.00
$98.00
Computer Software & Applications
Excel Best Practices and Features

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 2 $98.00
$98.00
Information Technology
Paperless Office

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 8 $392.00
$392.00
Computer Software & Applications
Excel Charting and Visualizations

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 4 $196.00
$196.00
Accounting
QuickBooks for Accountants

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 8 $392.00
$392.00
Computer Software & Applications
Excel Essentials for Staff Accountants

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 8 $392.00
$392.00
Accounting
Excel PivotTables for Accountants

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 8 $392.00
$392.00
Accounting
Excel Tips, Tricks, and Techniques for Accountants

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 8 $392.00
$392.00
Information Technology
Getting Started with Artificial Intelligence

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Webcast
Credits: 2 $98.00
$98.00

Learn More

July 14, 2025

OBBBA Tax Changes – Critical Updates, Client Actions & Insights from Our Upcoming Webcast

By: Karen Brosi, CFP, EA

& Mark Seid, EA, CPA, USTCP

The OBBBA has been signed and the tax implications can get dicey. We’re here with some expert insights that will effect your clients along the OBBBA Webcast Course.

July 10, 2025

Court Ruling Highlights Importance of Keeping 401(k) Beneficiaries Current (LeBoeuf v. Entergy Corporation, et al, No. 24-30583, 2025 WL 1262414 (5th Cir. May 1, 2025))

By: Mark Seid, EA, CPA, USTCP

& Alice Orzechowski, CPA, CMA, EA

The Fifth Circuit upheld a dismissal of a breach of fiduciary duty claim when a prior 401(k) beneficiary designation is nullified by the 401(k) plan’s spousal beneficiary policy on remarriage.

July 9, 2025

DOL Rescinds 2022 Crypto Restrictions in 401(k) Plans

By: Mark Seid, EA, CPA, USTCP

& Alice Orzechowski, CPA, CMA, EA

The Department of Labor (DOL) takes a neutral stance on cryptocurrency being incorporated into 401(k) planning with the elimination of 2022 Biden-era restrictions.

July 3, 2025

Senate Finance Committee Revisions to OBBBA Pass in the Senate

By: Sharon Kreider, CPA

& Mark Seid, EA, CPA, USTCP

The Senate Finance Committee’s version of the One Big Beautiful Bill Act (OBBBA) passed in the Senate on July 1, 2025, which will be useful for answering client questions as Congress enters into negotiations.

July 1, 2025

The High Cost of Documentation Failures for Non Cash Donations (William J. Cade v. Comm., TCM 2025-20)

By: Sharon Kreider, CPA

What can the case of William J. Cade v. Comm teach tax pros about donation documentation?

June 24, 2025

Senate Finance Committee Revisions to OBBBA

By: Jane Ryder, EA, CPA

& Sharon Kreider, CPA

The Senate Finance Committee’s release of their version of the One Big Beautiful Bill Act (OBBBA) on June 16, 2025, introduces significant modifications to the House bill that can be useful in answering client questions as negotiations to a final bill progress.

June 19, 2025

2025 SSA Trustees Report: Key Tax Implications for Practitioners

By: Sharon Kreider, CPA

The 2025 Social Security Trustees Report shows the OASI Trust Fund still runs dry in 2033, but the combined OASDI funds now crash a year earlier in 2034.

June 12, 2025

The Best CPE Courses for Estate Planning (2025)

With the current federal estate tax exemption at $13,990,000 per individual in 2025, it’s a common misconception that estate planning is only for wealthy clients. Smart practitioners recognize that comprehensive estate planning encompasses gift tax strategies, state-level considerations, business succession planning, and family wealth preservation techniques that benefit clients across all income levels. Estate planning exists at the crossroads of estate and gift tax laws, business ownership, and family wealth transfer, and it provides opportunities for tax professionals who invest in estate planning education to easily expand their client base. Whether you’re looking to add estate planning services to your …

June 12, 2025

The Best CPE Courses for Real Estate Accounting (2025)

Real estate professionals, investors, and property developers face critical financial decisions daily that can make or break their profitability. As a tax professional, you can give expert guidance on property transactions, tax implications, and regulatory compliance. Real estate accounting differs significantly from traditional business accounting, involving complex rules for property exchanges, development costs, passive activity losses, and sophisticated financing structures. This means that you must have a specialized understanding of the real estate industry and its tax requirements if you want to find success for your clients. We’ve compiled a list of real estate accounting CPE courses that will be …

June 11, 2025

The Best Courses in Healthcare Accounting (2025)

Healthcare accounting comes with a host of specialized tax implications from intricate revenue recognition under ASC 606 to navigating the ever-evolving Affordable Care Act requirements. Whether you serve or want to serve healthcare clients, everyone needs to be up-to-date on the challenges and changes to healthcare accounting if you want to be successful in serving healthcare clients. The regulatory complexity, specialized reporting requirements, and substantial compliance penalties make your role as a healthcare accountant an essential part of any healthcare entity’s success. These carefully selected CPE courses provide the comprehensive foundation and skills you need to make healthcare accounting an …

June 11, 2025

California Corner: FTB Experiencing Technical Issues

By: Karen Brosi, CFP, EA

On June 11, 2025 FTB reports it is experiencing technical issues that may impact some of its online services. The issues also affect information it can provide over the phone.

June 11, 2025

When is a Settlement Partially Excludable? Tax Court Draws the Line (Joseph J. Zajac, III v. Comm., (TCM 2025-33))

By: Sharon Kreider, CPA

Joseph Zajac received a $35,001 settlement payment from the Town of Bolton related to claims arising from his arrest and incarceration. The IRS disagreed with him about how much should be taxable.

June 6, 2025

The Best CPE Courses for Construction Accounting (2025)

Construction accounting is one of the most technically demanding and financially rewarding specializations in the tax industry. With the construction industry’s unique challenges—from percentage-of-completion revenue recognition and complex job costing to retention accounting and specialized tax compliance—tax professionals can charge premium fees and expand their client base into a niche sector. The sector’s intricate financial structures, including construction loans, equipment depreciation, and change order management, require specialized knowledge that goes far beyond traditional accounting practices. As construction projects become increasingly sophisticated and regulatory requirements more stringent, the demand for qualified construction accounting professionals continues to outpace supply. Whether you’re looking …

June 6, 2025

The Best Nonprofit Accounting Courses for 2025

Nonprofit accounting presents unique challenges as its regulatory requirements evolve and stakeholder expectations increase, accounting and tax professionals working with nonprofit organizations must stay current with specialized knowledge and best practices. The nonprofit sector’s distinctive financial reporting requirements, contribution classification complexities, and operational considerations require that tax professionals have specialized knowledge to keep their nonprofit clients compliant. Whether you’re an established professional seeking to expand your nonprofit client base or a newcomer looking to specialize in this rewarding field, nonprofit accounting CPE is essential for delivering exceptional service. The following nonprofit accounting courses are designed to equip you with the …

June 6, 2025

The Best CPE Courses for Property Management Accounting (2025)

As real estate markets continue to expand and institutional investors increasingly turn to professional property management services, the demand for skilled accounting professionals who understand the unique complexities of this field is only growing. Unlike traditional accounting practices, property management accounting requires specialized knowledge of fiduciary responsibilities, trust account management, complex revenue recognition scenarios, and intricate tax implications that can make or break a property investment’s profitability. Whether you’re an experienced practitioner looking to expand your service offerings or a newcomer looking to expand your services, investing in specialized property management accounting CPE is essential for building the technical foundation …

June 5, 2025

Failure to Pay Employment Taxes Gets Personal When Tax Court Rules Against Tax Professional (United States v. Tax and Bankruptcy Attorney, PLC, and Kenneth Keate., (US District Court for the District of Minnesota, NO. 0:22-CV-02928 (Nov. 27, 2024))

By: Jane Ryder, EA, CPA

In a case that should serve as a cautionary tale for all tax practitioners advising business clients, United States v. Tax and Bankruptcy Attorney, PLC and Kenneth Keate demonstrates the severe personal consequences that can result from improper handling of employment taxes.

June 2, 2025

Gig Worker Tax Preparation: A Guide for Enrolled Agents

The gig economy continues to expand rapidly, with 64 million Americans now participating in on-demand work through digital platforms. As an Enrolled Agent, you are uniquely positioned to serve this growing demographic. Gig workers need specialized tax guidance that aligns with your expertise in taxation and representation. This guide will outline the challenges and actionable solutions for working with gig economy clients as an Enrolled Agent. Leveraging Your Representation Authority Gig workers face a significantly higher risk of IRS scrutiny due to information reporting gaps, income matching discrepancies, and Schedule C filing complexities. When they receive tax notices or audit …

June 2, 2025

Tax Prep for Gig Economy Clients: A Guide for CPAs

The gig economy continues to expand, with approximately 64 million Americans now participating in on-demand work, services, or goods provision. This section of the workforce represents an opportunity to expand your practices client base. As CPAs, preparing taxes for these clients presents unique challenges that differ from traditional W-2 employees. This guide outlines tax complications and the actionable steps that you can take to better prepare you for gig economy clients. Understanding Gig Economy Income The IRS defines gig economy income as taxable regardless of whether it’s from part-time, temporary, or side work; whether it’s reported on information returns; or …

June 2, 2025

Sixth Circuit Reverses Tax Court: IRA Distributions Taxable to Current Owner Even if IRS Took the Money (Lonnie W. Hubbard v. Comm., No. 24-1450, US Court of Appeals for the Sixth Circuit (March 19, 2025))

By: Alice Orzechowski, CPA, CMA, EA

In a significant decision, the Sixth Circuit reversed a Tax Court ruling that had treated the government’s forfeiture of an IRA as a taxable distribution to the account’s former owner.

May 28, 2025

Noncustodial Parent Denied Dependency Despite Claiming One of Two Children for Years (Melissa Correll v. Comm., TCM 2025-31)

By: Sharon Kreider, CPA

When Melissa Correll claimed her 16-year-old son as a dependent on her 2021 return even though he lived full-time with his father in Georgia, the Tax Court strictly applied the qualifying child rules under §152.

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Western CPE LLC

PIVOT Part 2: Variety and Organization

PIVOT Part 3: Timely

Accounting Estimates, Including Fair Value – Evaluating the Propriety of Areas within Uncertainty (Self-Study Video)

Analysis and Uses of Financial Statements

Analysis of the Corporate Annual Report

Effective and Efficient SSARS Engagements (Self-Study Video)

Balancing Creativity and Integrity: Ethical Financial Reporting for CPAs

Management Control Systems

Cybersecurity for Financial Professionals

How to Audit Procurement

Accountant’s Guide to Computers and Information Technology

50 Ways to Lose Your License

Ethics – Handbook for CPAs

Ethics – Identifying & Preventing Discreditable Acts

Ethics – Identifying & Managing Conflicts of Interest

Accounting for Guarantees

Auditing Cash – Applying Basic Skills to the Starting Point of Any Audit

Ethics – Protecting Confidential Client Information

Business Law – The Legal Environments of Business

Artificial Intelligence for Accounting and Financial Professionals

Saving Time with Electronic Forms

The ABCs of Automation with Microsoft’s Power Platform

What Now, What’s Next: Emerging Technologies

Small Business Internal Controls, Security, and Fraud Prevention and Detection

Advanced Collaboration Solutions

Technology for CPAs – Don’t Get Left Behind

Consumer Electronics Show 2024 Review

Top PDF Features You Should Know

CPA Firm Technology and Management Update

Working Remotely – The New Normal

Optimizing Your Tech Stack

Business Continuity – Best Practices for Managing the Risks

Small Business Accounting Solutions

Effective Automation and Outsourcing

Tech Update

Ethics and Technology

Time to Advance Automation

Ripped from the Headlines: Lessons from Interesting Tech Crimes

Excel’s Best Practices

Office Scripts – The New Macros

Excel Best Practices and Features

Paperless Office

Excel Charting and Visualizations

QuickBooks for Accountants

Excel Essentials for Staff Accountants

Excel PivotTables for Accountants

Excel Tips, Tricks, and Techniques for Accountants

Getting Started with Artificial Intelligence

Keep up with our content