Earn Credit With the Accounting CPE Webinar Library

Tax professionals must navigate complex tax laws and high IRS contact volumes to ensure timely resolutions, maintain compliance, and minimize delays. Timothy Dreyer, Tax and Legal Consultant, presents effective correspondence strategies—advocating concise, eighth-grade-level writing, prompt replies with only requested documentation, and direct calls for local office matters. He also emphasizes courteous collaboration and cultivating targeted IRS contacts to expedite case outcomes.

Learning Objectives:

• Identify the two primary factors—volume of contacts and complexity of tax law—that complicate IRS communications.
• Recognize when to use written correspondence versus personal telephone calls based on the type of IRS notice or contact.
• Distinguish between essential and extraneous information in IRS responses to ensure clarity and avoid opening new issues.
• Select effective tactics for building and leveraging targeted IRS contacts to expedite case resolution.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 9/1/2025

Financial institutions face heightened fraud and compliance challenges as global enforcement priorities evolve. Aaron Nicodemus, Editor-in-Chief at Compliance Week, highlights strategies to strengthen AML and KYC practices, particularly after DOJ's crypto laundering case and narrowed FCPA enforcement. He emphasizes enhanced customer due diligence, beneficial ownership checks, and sanctions monitoring, while cautioning against over-corrective de-risking. Nicodemus also underscores risks tied to cryptocurrency, state-level enforcement, and the rollback of the Beneficial Ownership Registry.

Learning Objectives:

• Identify key compliance risks associated with AML and KYC breakdowns, including beneficial ownership gaps and inadequate transaction monitoring in financial institutions.
• Recognize how shifts in DOJ, SEC, and state-level enforcement priorities affect multinational firms' anti-bribery and anti-corruption strategies.
• Distinguish between reputational risks and regulatory requirements when balancing de-risking practices with fair client access.
• Recall recent regulatory changes, such as FinCEN's narrowed Beneficial Ownership Registry, and indicate their impact on audit planning, sanctions compliance, and internal investigations.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 10/1/2025

• Identify key ESG reporting developments, including SEC rules, the EU’s CSRD, and U.S. state-level mandates.
•  Distinguish among ESG frameworks like ISSB/SASB, GRI, and TCFD, and their approaches to materiality.
•  Recognize ESG impacts on financial reporting, internal controls, and audit assurance levels.
•  Evaluate ESG implementation practices and emerging trends, including data governance and AI-enabled assurance.

Dana Peterson, Chief Economist at The Conference Board, reflects on the major economic themes shaping 2025, including growth, inflation, consumer resilience, and labor market dynamics. She discusses how businesses, households, and policymakers navigated challenges across industries and markets, while highlighting broader fiscal and global risks. Peterson also shares insights on the year's surprises and key considerations as the U.S. economy looks ahead to 2026.

Learning Objectives:

• Identify major economic themes shaping U.S. performance in 2025.
• Recognize selected labor market and workforce developments affecting growth.
• Distinguish broad sectoral shifts influencing industries and markets.
• Estimate potential implications of policy and global risks for 2026.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

In Part II of The One Big Beautiful Bill series, Melissa Wiley, partner at Kostelanetz LLP, explores how the One Big Beautiful Bill reshapes business and estate tax planning. She covers updates to bonus depreciation, Section 179, QBI rules, and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts. The session also explains SALT cap changes, charitable deduction limitations for trusts, and reduced energy credits. Designed for tax advisors, this course provides practical insights into applying OBB’s wide-reaching reforms.

Learning Objectives:

• Identify business-related tax reforms in OBBB, including changes to bonus depreciation, Section 179, and QBI.
• Recognize the implications of new Trump and MAGA retirement accounts and SECURE Act rollbacks.
• Distinguish the impact of SALT cap changes and charitable deduction limits for trusts.
• Evaluate how OBBB affects estate planning, IRS enforcement priorities, and energy-related tax incentives.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 10/1/2025

Jordan Goodman, JD, CPA, examines how recent state and local tax (SALT) rulings impact corporate apportionment, sourcing, and compliance. He explains the matching principle through cases like Microsoft and Sugar Beets, and explores how DuPont and Dynamic Logic reshape definitions of core business activity and taxable services. Goodman also addresses California's retroactive law changes, market-based sourcing, and the Ultimate Destination Test. These evolving legal standards present strategic planning opportunities for CPAs and advisors to help clients navigate risk, refine positions, and stay ahead in a shifting SALT landscape.

Learning Objectives:

• Identify how the matching principle influences the inclusion of items in the tax base and apportionment factor, using Microsoft and Sugar Beets as examples.
• Recognize how recent court decisions in states like California and Minnesota impact SALT compliance, particularly in relation to unitary business definitions and income apportionment.
• Recall the tax implications of digital advertising and information services under evolving state tax laws, including constitutional challenges and federal limitations.
• Distinguish how advisors can interpret and respond to complex sourcing and statute of limitation rules in light of recent case law, such as Temple-Inland and Mastercard.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 10/1/2025

Mark Myers, Professional Evolution Coach, explores how emotional intelligence is transforming financial leadership. He defines self-awareness as a core success skill and demonstrates strategies for emotional regulation, active listening, and constructive feedback. Myers highlights how empathy, body language, and cross-functional communication build trust and collaboration, while frameworks like Situation-Behavior-Impact help leaders navigate difficult conversations with clarity. He also shows how blending assertiveness with compassion and aligning technical credibility with authenticity empower CPAs and advisors to foster connection, inspire confidence, and lead with impact in today's evolving profession.

Learning Objectives:

• Identify the role of self-awareness in financial leadership and its impact on decision-making and professional presence
• Recognize strategies for regulating emotions to maintain clarity, composure, and effectiveness under pressure
• Recall how active listening and empathy strengthen trust, collaboration, and communication with clients and teams
• Distinguish methods of blending assertiveness with compassion to navigate difficult conversations and build authentic relationships

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

Municipal analysts must understand how financial reporting choices impact credit evaluations, from distinguishing government-wide versus fund statements to recognizing political and socioeconomic pressures shaping results. Lisa Washburn, Managing Director at Municipal Market Analytics, highlights strategies for quickly identifying meaningful indicators, accounting for deferred maintenance, and assessing COVID relief funds and federal retrenchment, emphasizing how these factors influence credit metrics and long-term fiscal health.

Learning Objectives:

• Identify the key differences between government-wide and governmental fund financial statements and indicate why both are useful in municipal credit evaluations.
• Recognize how political pressures, socioeconomic factors, and deferred maintenance can influence accounting variables in municipal financial statements.
• Recall how COVID relief funds and anticipated federal retrenchment affect state and local government balance sheets and fund balance ratios.
• Distinguish between major types of accounting used by municipal entities and select the most meaningful financial indicators for evaluating long-term credit health.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 10/1/2025

In this dynamic Kaplan course led by Paul Mladjenovic, CFP Board Emeritus, discover practical ways to generate sustainable passive income through dividends, REITs, royalties, and digital ventures. Designed for finance and accounting professionals, it highlights key strategies, tax implications, and emerging opportunities that can strengthen portfolios and enhance client advisory services.

Learning Objectives:

• Distinguish between active and passive income strategies.
• Recognize dividends ETFs, REITs, and other vehicles as tools for sustainable cash flow.
• Distinguish tax treatment across different passive income sources.
• Identify new opportunities in digital assets, royalties, and licensing.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

Ian Benjamin, CPA, explores the work of the AICPA Joint Trial Board as a safeguard of professional integrity within the accounting profession. He outlines how the Board adjudicates ethics and peer review cases, from corrective actions and education requirements to membership suspension or termination. Benjamin explains the importance of competence, emphasizing when CPAs should decline work outside their expertise, and highlights integrity as the guiding principle in balancing client advocacy with public trust. He also shares practical insights on responding to complaints, cooperating with the AICPA Ethics Division, and learning from disciplinary processes. The session reinforces how CPAs can uphold professional standards, protect their licenses, and maintain confidence in the profession.

Learning Objectives:

• Identify the role of the AICPA Joint Trial Board in adjudicating ethics and peer review cases, including its structure, processes, and authority.
• Recognize the types of disciplinary outcomes CPAs and firms may face, ranging from corrective actions and admonishments to suspension or termination of membership.
• Recall best practices for responding to ethics complaints and peer review deficiencies, including proactive communication and remediation strategies.
• Distinguish between competence and integrity requirements under AICPA standards, and explain how CPAs should handle situations beyond their expertise.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date:10/1/2025

Megan Schoeps, Director of CAS at Wiss & Company, explores how financial leaders can strengthen gross margin management amid global complexity. She highlights the impact of tariffs, supply chain shifts, and foreign currency on profitability, and explains how product-level costing and SKU-based analysis support better decision-making. Schoeps emphasizes the importance of aligning cost methods with physical flows, collaborating across departments, and using forecasting models for agile scenario planning. By understanding data, modeling impacts, and building operational partnerships, CPAs can drive profitability and respond effectively to evolving business challenges.

Learning Objectives:

• Identify the components of gross margin and how tariffs, foreign exchange rates, and supply chain complexities impact profitability at the product level
• Recognize the value of cross-functional collaboration between finance and operations in achieving accurate cost allocations and inventory management
• Recall strategies for modeling and forecasting gross margin to support data-driven decision-making amid regulatory and market shifts
• Distinguish how detailed SKU-level analysis and scenario planning can uncover hidden costs, guide pricing decisions, and support sustainable growth

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

In this insightful segment, Tiffany Scheller, CFO of Findorff, shares expert strategies to help accounting and finance professionals elevate their careers. She highlights the importance of emotional intelligence, staying current with technologies like AI, and pursuing strategic certifications. Scheller also offers practical advice on networking, building trust, and embracing change to drive career growth and leadership success.

Learning Objectives:

• Distinguish emotional intelligence and interpersonal skills that help build strong relationships and influence in the workplace.
• Recognize the value of keeping current with emerging trends like AI and ESG reporting to drive innovation.
• Identify the right credentials and networking opportunities to advance in the profession.
• Identify practical techniques to resolve conflict and enhance teamwork.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 10/1/2025

Financial institutions face heightened fraud and compliance challenges as global enforcement priorities evolve. Aaron Nicodemus, Editor-in-Chief at Compliance Week, highlights strategies to strengthen AML and KYC practices, particularly after DOJ's crypto laundering case and narrowed FCPA enforcement. He emphasizes enhanced customer due diligence, beneficial ownership checks, and sanctions monitoring, while cautioning against over-corrective de-risking. Nicodemus also underscores risks tied to cryptocurrency, state-level enforcement, and the rollback of the Beneficial Ownership Registry.

Learning Objectives:

• Identify key compliance risks associated with AML and KYC breakdowns, including beneficial ownership gaps and inadequate transaction monitoring in financial institutions.
• Recognize how shifts in DOJ, SEC, and state-level enforcement priorities affect multinational firms' anti-bribery and anti-corruption strategies.
• Distinguish between reputational risks and regulatory requirements when balancing de-risking practices with fair client access.
• Recall recent regulatory changes, such as FinCEN's narrowed Beneficial Ownership Registry, and indicate their impact on audit planning, sanctions compliance, and internal investigations.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 10/1/2025

Businesses facing IRS challenges must recognize when to involve tax controversy experts to ensure efficient resolution, protect financial interests, and access specialized expertise. Timothy Dreyer, Tax and Legal Consultant, highlights strategies such as leveraging industry contacts, understanding procedural nuances, and documenting research effectively. He also emphasizes the value of seasoned professionals, proactive disclosures, and targeted communication to strengthen audit defenses and optimize case outcomes.

Learning Objectives:

• Identify situations in which engaging a tax controversy expert is most beneficial.
• Recognize the value of seasoned tax professionals and former IRS employees in resolving disputes.
• Recall authoritative sources and strategies for researching ambiguous tax law.
• Distinguish between private letter rulings, revenue rulings, and disclosures when evaluating uncertain tax positions.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

Businesses facing IRS challenges must recognize when to involve tax controversy experts to ensure efficient resolution, protect financial interests, and access specialized expertise. Timothy Dreyer, Tax and Legal Consultant, highlights strategies such as leveraging industry contacts, understanding procedural nuances, and documenting research effectively. He also emphasizes the value of seasoned professionals, proactive disclosures, and targeted communication to strengthen audit defenses and optimize case outcomes.

Learning Objectives:

• Identify situations in which engaging a tax controversy expert is most beneficial.
• Recognize the value of seasoned tax professionals and former IRS employees in resolving disputes.
• Recall authoritative sources and strategies for researching ambiguous tax law.
• Distinguish between private letter rulings, revenue rulings, and disclosures when evaluating uncertain tax positions.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

Mark Myers, Professional Evolution Coach, explores how emotional intelligence is transforming financial leadership. He defines self-awareness as a core success skill and demonstrates strategies for emotional regulation, active listening, and constructive feedback. Myers highlights how empathy, body language, and cross-functional communication build trust and collaboration, while frameworks like Situation-Behavior-Impact help leaders navigate difficult conversations with clarity. He also shows how blending assertiveness with compassion and aligning technical credibility with authenticity empower CPAs and advisors to foster connection, inspire confidence, and lead with impact in today's evolving profession.

Learning Objectives:

• Identify the role of self-awareness in financial leadership and its impact on decision-making and professional presence
• Recognize strategies for regulating emotions to maintain clarity, composure, and effectiveness under pressure
• Recall how active listening and empathy strengthen trust, collaboration, and communication with clients and teams
• Distinguish methods of blending assertiveness with compassion to navigate difficult conversations and build authentic relationships

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

In this dynamic Kaplan course led by Paul Mladjenovic, CFP Board Emeritus, discover practical ways to generate sustainable passive income through dividends, REITs, royalties, and digital ventures. Designed for finance and accounting professionals, it highlights key strategies, tax implications, and emerging opportunities that can strengthen portfolios and enhance client advisory services.

Learning Objectives:

• Distinguish between active and passive income strategies.
• Recognize dividends ETFs, REITs, and other vehicles as tools for sustainable cash flow.
• Distinguish tax treatment across different passive income sources.
• Identify new opportunities in digital assets, royalties, and licensing.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

Megan Schoeps, Director of CAS at Wiss & Company, explores how financial leaders can strengthen gross margin management amid global complexity. She highlights the impact of tariffs, supply chain shifts, and foreign currency on profitability, and explains how product-level costing and SKU-based analysis support better decision-making. Schoeps emphasizes the importance of aligning cost methods with physical flows, collaborating across departments, and using forecasting models for agile scenario planning. By understanding data, modeling impacts, and building operational partnerships, CPAs can drive profitability and respond effectively to evolving business challenges.

Learning Objectives:

• Identify the components of gross margin and how tariffs, foreign exchange rates, and supply chain complexities impact profitability at the product level
• Recognize the value of cross-functional collaboration between finance and operations in achieving accurate cost allocations and inventory management
• Recall strategies for modeling and forecasting gross margin to support data-driven decision-making amid regulatory and market shifts
• Distinguish how detailed SKU-level analysis and scenario planning can uncover hidden costs, guide pricing decisions, and support sustainable growth

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025

Dana Peterson, Chief Economist at The Conference Board, reflects on the major economic themes shaping 2025, including growth, inflation, consumer resilience, and labor market dynamics. She discusses how businesses, households, and policymakers navigated challenges across industries and markets, while highlighting broader fiscal and global risks. Peterson also shares insights on the year's surprises and key considerations as the U.S. economy looks ahead to 2026.

Learning Objectives:

• Identify major economic themes shaping U.S. performance in 2025.
• Recognize selected labor market and workforce developments affecting growth.
• Distinguish broad sectoral shifts influencing industries and markets.
• Estimate potential implications of policy and global risks for 2026.

Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.

Last Review Date: 11/1/2025