Earn Credit With the Accounting CPE Webinar Library

Qualified Opportunity Zones remain a powerful yet complex planning tool for financial professionals. In this course, Trent Baeckl explores the evolution of the Opportunity Zone program, key tax incentives, and critical planning considerations ahead of the 2026 gain recognition deadline. Participants will gain practical insight into compliance, reporting, geographic distinctions, and strategic decision-making to help clients evaluate Opportunity Zone investments with greater clarity and confidence.
Learning Objectives:

• Identify the purpose and structure of the Qualified Opportunity Zone program.
  
• Recognize key tax benefits and deferral mechanics of Qualified Opportunity Fund investments.
• Identify planning considerations related to reinvestment timing and 2026 gain recognition.
• Recall core compliance, reporting, and state conformity considerations.

Prerequisites/Advanced Preparation: Work experience in tax planning or tax compliance, or an introductory course in taxation.
Speaker/Author: Trent Baeckl

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: 4/1/2026

Inherited retirement accounts have changed—and smart planning matters more than ever. In this course, Mike Harris, associate professor in charge of retirement studies at the College for Financial Planning, breaks down inherited retirement account planning under the SECURE Act and SECURE 2.0. Participants will gain clarity on complex distribution rules and learn actionable strategies to protect retirement savings while navigating taxes with confidence and compliance.

Learning Objectives:

• Identify key changes introduced by the SECURE Act and SECURE 2.0 affecting inherited retirement accounts and distribution rules.
• Recognize strategies for using inherited retirement distributions to enhance retirement savings without increasing overall tax liability.
• Identify factors that influence planning decisions for beneficiaries, including age, compensation, and access to employer-sponsored retirement plans.
• Recall common compliance and planning considerations related to Roth strategies, charitable distributions, and required minimum distributions.

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: 3/1/2026

Finance and accounting professionals striving to be data-driven must distinguish between informed judgment and data overload to improve decision quality and defensibility. David Schlosser, Senior Advisor at Velocity Advisory Group, outlines a decision-first framework that clarifies options, assumptions, and guardrails, emphasizing bias awareness and “good enough” data aligned to risk. He also highlights accountability, governance clarity, and structured documentation to strengthen outcomes without sacrificing control.
Learning Objectives:

• Identify the differences between a data-driven and data-heavy approach, and how a decision-first framework improves clarity and defensibility
  
• Recognize common cognitive biases that influence professional judgment and indicate strategies to reduce their impact in finance and audit settings
• Distinguish between a good decision and a good outcome, particularly in environments subject to hindsight evaluation and regulatory scrutiny
• Select appropriate success measures, early signals, and guardrails to support sound decisions while maintaining internal control and risk management standards

Prerequisites/Advanced Preparation: Work experience in a corporate staff environment, or an introductory course in information technology.
Speaker/Author: Dave Schlosser

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: 4/1/2026

Specialized tax incentives can unlock significant value when applied correctly. In this course, Randy Crabtree, co-founder of Tri-Merit Specialty Tax, shares practical insights into key credits, deductions, and depreciation rules. Participants will evaluate eligibility requirements, stay current on legislative updates, and explore planning considerations tied to energy efficiency, research activities, and refundable tax credits.
Learning Objectives:

• Identify key types of specialized tax credits and deductions available to businesses.
  
• Recall major factors that influence eligibility, timing, and compliance for tax incentives.
• Recognize how recent legislative changes affect tax planning strategies related to credits and depreciation.
• Identify common considerations when evaluating refundable credits and other tax incentive opportunities.

Prerequisites/Advanced Preparation: Work experience in tax planning or tax compliance, or an introductory course in taxation.
Speaker/Author: Randy Crabtree

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. Partial credit will not be awarded.

Last Review Date: 3/1/2026

Passive income doesn’t require substantial capital—it can begin with expertise. In The Passive Income Playbook, Paul Mladjenovic, CFP® Board Emeritus, outlines a practical framework for turning intellectual capital into recurring revenue. The course also connects income creation to core financial planning topics, including bonds, dividends, tax reporting, and self-employed retirement strategies. Designed for accounting and finance professionals, this session expands your approach to income diversification, tax efficiency, and long-term financial resilience.
Learning Objectives:

• Identify the components of the AB Strategy (Offering and Platform) and recognize how knowledge and intellectual capital can be structured into income-producing assets
  
• Distinguish major digital platforms and describe how they facilitate scalable recurring revenue
• Identify traditional income vehicles and distinguish basic risk, yield, and tax characteristics
• Recognize key tax considerations for business and royalty income

Prerequisites/Advanced Preparation: Work experience in a corporate staff environment, or an introductory course in finance.
Speaker/Author: Paul Mladjenovic

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: 4/1/2026

Kasey Pittman of Cherry Bekaert and Mark Gallegos of Porte Brown LLC examine the One Big Beautiful Bill Act (OBBB), outlining the policy context behind its passage and the tax provisions with the greatest practical impact. They discuss key business, individual, and estate tax changes, highlighting planning opportunities, risks, and areas of uncertainty. The session emphasizes holistic tax planning, state conformity considerations, and advisor judgment under the new law.
Learning Objectives:

• Identify the key policy and procedural drivers behind the One Big Beautiful Bill Act.
  
• Recognize major business and individual tax changes introduced by OBBB.
• Distinguish between federal and state tax impacts and related planning considerations.
• Select effective tax planning strategies in response to OBBB's provisions and uncertainties.

Prerequisites/Advanced Preparation: Work experience in tax planning or tax compliance, or an introductory course in taxation.
Speaker/Author: Kasey Pittman & Mark Gallegos

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. Partial credit will not be awarded.

Last Review Date: 3/1/2026

Auditors and award recipients must understand the April 2024 Uniform Guidance revisions and the 2025 Compliance Supplement to stay compliant and avoid auditing under the wrong rules. Phil Marciano, Partner at Citrin Cooperman, highlights higher thresholds (single audit and Type A), expanded fixed amount subawards, and a higher de minimis indirect cost rate. He also emphasizes updated equipment rules, cybersecurity requirements, and timely FAC submissions to preserve low-risk status.
Learning Objectives:

• Identify key changes in the 2024 Uniform Guidance, including updated audit thresholds, equipment capitalization limits, and the revised de minimis indirect cost rate.
  
• Distinguish between Type A and Type B programs and recognize how risk designations affect major program selection and audit scope.
• Recall the primary updates in the 2025 Compliance Supplement, including Part 3 revisions, higher-risk program designations, and FAC filing requirements.
• Select appropriate internal control considerations—such as cybersecurity safeguards and Green Book alignment—to address evolving federal compliance expectations.

Prerequisites/Advanced Preparation: Work experience in auditing, or an introductory course in auditing.
Speaker/Author: Phil Marciano

Last Review Date: 4/1/2026

Technical expertise alone doesn't create high-performing finance teams. In this session, Joe Witte of Velocity Advisory Group introduces the Birds Model, a practical framework that helps accounting and finance professionals understand how behavior influences communication, decision-making, and performance under pressure. Through four simple archetypes—eagle, parrot, dove, and owl—participants learn how to adapt their approach to reduce friction, improve collaboration, and balance accuracy with efficiency in today's fast-paced accounting environment.

Learning Objectives:

• Identify the four Birds Model archetypes (eagle, parrot, dove, owl) and describe how they align to DISC behavioral styles.
• Distinguish how each bird style typically communicates, makes decisions, and responds under pressure in finance and accounting settings.
• Recognize strategies to improve collaboration, manage conflict, and tailor communication across cross-functional stakeholders.
• Select appropriate techniques to balance precision and efficiency—especially when coaching detail-driven "owl" behaviors during deadline-driven work.

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: 3/1/2026

ASC 842 reshaped lease accounting—but technical compliance alone is not enough. In this course, Bill Harter brings lease accounting into practical focus, exploring how to identify a lease, measure right-of-use assets and liabilities, and navigate remeasurements, modifications, and classification changes. Participants will also examine common implementation pitfalls and process breakdowns, gaining actionable insights to strengthen controls, improve cross-functional coordination, and maintain precision in real-world lease accounting.
Learning Objectives:

• Identify the criteria for determining whether a contract contains a lease under ASC 842.
  
• Recognize key measurement principles for right-of-use assets and lease liabilities, including present value and classification considerations.
• Identify common remeasurement triggers, modifications, and impairment issues in lease accounting.
• Recall practical process controls and communication practices that reduce risk in lease administration and accounting.

Prerequisites/Advanced Preparation: Work experience in financial reporting or accounting, or an introductory course in accounting.
Speaker/Author: Bill Harter

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: 4/1/2026

Paul Mladjenovic breaks down the key provisions of the One Big Beautiful Bill, spotlighting permanent tax changes, new deductions, and expanded credits. This session equips professionals to quickly recognize planning opportunities and navigate OB3's implications for individuals and small businesses with greater confidence.

Learning Objectives:

• Identify key individual tax provisions made permanent under OB3, including tax brackets, standard deductions, and mortgage interest limits.
• Recall newly created OB3 deductions and credits affecting individuals and families, such as senior deductions, child tax credits, and car loan interest.
• Recognize changes to itemized deductions and thresholds, including SALT deduction caps and alternative minimum tax adjustments.
• Identify major OB3 benefits applicable to small businesses, including pass-through income deductions and enhanced depreciation rules.

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: 3/1/2026

David Livitt, founder of Livitt & Associates, discusses the evolution of global mobility from a transactional function to a strategic contributor to business and talent outcomes. He examines how mobility supports market expansion, leadership development, and workforce planning, and highlights the skills, governance considerations, and performance measures needed to run effective mobility programs.

Learning Objectives:

• Identify how global mobility has shifted from a compliance-focused function to a strategic business tool.
• Recognize key business drivers that influence global mobility strategy.
• Distinguish the skills and capabilities required for mobility teams to operate as strategic partners.
• Select meaningful measures used to evaluate the effectiveness of global mobility programs.

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: 3/1/2026

Qualified Opportunity Zones remain a powerful yet complex planning tool for financial professionals. In this course, Trent Baeckl explores the evolution of the Opportunity Zone program, key tax incentives, and critical planning considerations ahead of the 2026 gain recognition deadline. Participants will gain practical insight into compliance, reporting, geographic distinctions, and strategic decision-making to help clients evaluate Opportunity Zone investments with greater clarity and confidence.
Learning Objectives:

• Identify the purpose and structure of the Qualified Opportunity Zone program.
  
• Recognize key tax benefits and deferral mechanics of Qualified Opportunity Fund investments.
• Identify planning considerations related to reinvestment timing and 2026 gain recognition.
• Recall core compliance, reporting, and state conformity considerations.
  

Prerequisites/Advanced Preparation: Work experience in tax planning or tax compliance, or an introductory course in taxation.
Speaker/Author: Trent Baeckl

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: 4/1/2026

Finance and accounting professionals striving to be data-driven must distinguish between informed judgment and data overload to improve decision quality and defensibility. David Schlosser, Senior Advisor at Velocity Advisory Group, outlines a decision-first framework that clarifies options, assumptions, and guardrails, emphasizing bias awareness and “good enough” data aligned to risk. He also highlights accountability, governance clarity, and structured documentation to strengthen outcomes without sacrificing control.
Learning Objectives:

• Identify the differences between a data-driven and data-heavy approach, and how a decision-first framework improves clarity and defensibility
  
• Recognize common cognitive biases that influence professional judgment and indicate strategies to reduce their impact in finance and audit settings
• Distinguish between a good decision and a good outcome, particularly in environments subject to hindsight evaluation and regulatory scrutiny
• Select appropriate success measures, early signals, and guardrails to support sound decisions while maintaining internal control and risk management standards
  

Prerequisites/Advanced Preparation: Work experience in a corporate staff environment, or an introductory course in information technology.
Speaker/Author: Dave Schlosser

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: 4/1/2026

Passive income doesn’t require substantial capital—it can begin with expertise. In The Passive Income Playbook, Paul Mladjenovic, CFP® Board Emeritus, outlines a practical framework for turning intellectual capital into recurring revenue. The course also connects income creation to core financial planning topics, including bonds, dividends, tax reporting, and self-employed retirement strategies. Designed for accounting and finance professionals, this session expands your approach to income diversification, tax efficiency, and long-term financial resilience.
Learning Objectives:

• Identify the components of the AB Strategy (Offering and Platform) and recognize how knowledge and intellectual capital can be structured into income-producing assets
  
• Distinguish major digital platforms and describe how they facilitate scalable recurring revenue
  
• Identify traditional income vehicles and distinguish basic risk, yield, and tax characteristics
  
• Recognize key tax considerations for business and royalty income
  

Prerequisites/Advanced Preparation: Work experience in a corporate staff environment, or an introductory course in finance.
Speaker/Author: Paul Mladjenovic

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: 4/1/2026

Auditors and award recipients must understand the April 2024 Uniform Guidance revisions and the 2025 Compliance Supplement to stay compliant and avoid auditing under the wrong rules. Phil Marciano, Partner at Citrin Cooperman, highlights higher thresholds (single audit and Type A), expanded fixed amount subawards, and a higher de minimis indirect cost rate. He also emphasizes updated equipment rules, cybersecurity requirements, and timely FAC submissions to preserve low-risk status.
Learning Objectives:

• Identify key changes in the 2024 Uniform Guidance, including updated audit thresholds, equipment capitalization limits, and the revised de minimis indirect cost rate.
  
• Distinguish between Type A and Type B programs and recognize how risk designations affect major program selection and audit scope.
  
• Recall the primary updates in the 2025 Compliance Supplement, including Part 3 revisions, higher-risk program designations, and FAC filing requirements.
  
• Select appropriate internal control considerations—such as cybersecurity safeguards and Green Book alignment—to address evolving federal compliance expectations.
  

Prerequisites/Advanced Preparation: Work experience in auditing, or an introductory course in auditing.
Speaker/Author: Phil Marciano

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: 4/1/2026

ASC 842 reshaped lease accounting—but technical compliance alone is not enough. In this course, Bill Harter brings lease accounting into practical focus, exploring how to identify a lease, measure right-of-use assets and liabilities, and navigate remeasurements, modifications, and classification changes. Participants will also examine common implementation pitfalls and process breakdowns, gaining actionable insights to strengthen controls, improve cross-functional coordination, and maintain precision in real-world lease accounting.
Learning Objectives:

• Identify the criteria for determining whether a contract contains a lease under ASC 842.
  
• Recognize key measurement principles for right-of-use assets and lease liabilities, including present value and classification considerations.
  
• Identify common remeasurement triggers, modifications, and impairment issues in lease accounting.
  
• Recall practical process controls and communication practices that reduce risk in lease administration and accounting.
  

Prerequisites/Advanced Preparation: Work experience in financial reporting or accounting, or an introductory course in accounting.
Speaker/Author: Bill Harter

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: 4/1/2026