CPE Catalog 2026-09-01 - Course Schedule

Sep 2, 2026

Uploaded by Xiajie

Curated continuing professional education offerings for accountants and finance professionals, including IRS penalty and interest relief, accounting and financial reporting standard updates, and forensic accounting techniques using tax-return data. The catalog also covers practical skills such as retirement needs calculation with time value of money concepts, leveraging Google Gemini AI to improve workflows in Gmail, Docs, Sheets, and Slides, securing sensitive information through password management tools, and advanced Excel for building reports and analyzing data.

LanguageEnglish

CategoryExam

FormatPDF

Pages38

Reading Time1 h 36 min

AccessFree to download

IRS Penalties and Abatements

Comprehensive Accounting and Financial Reporting Update

Google Gemini AI for Accountants

Calculating the Retirement Need

Forensic Accounting: Finding Hidden Treasure in Tax Returns

Securing Your Data with a Password Management App-Updated

Advanced Excel for Staff-Build Reports and Analyze Data

| IRS Penalties and Abatements
􏁳 Tuesday, September 1st 10:00am - 12:00pm EDT 􏏅 Online 2.00 Credits $ Member Price: $89

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. This event may be arebroadcast of a live event and the instructor will be available to answer your questions during the event. | | --- | | Comprehensive Accounting and Financial Reporting Update
􏁳 Tuesday, September 1st 10:00am - 2:00pm EDT 􏏅 Online 4.00 Credits $ Member Price: $149

This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. | | Google Gemini AI for Accountants
􏁳 Tuesday, September 1st 10:30am - 12:30pm EDT 􏏅 Online 2.00 Credits $ Member Price: $89

This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. | | --- | | Calculating the Retirement Need
􏁳 Tuesday, September 1st 11:00am - 12:00pm EDT 􏏅 Online 1.00 Credits $ Member Price: $55

For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. | | Forensic Accounting: Finding Hidden Treasure in Tax Returns
􏁳 Tuesday, September 1st 11:00am - 3:00pm EDT 􏏅 Online 4.00 Credits $ Member Price: $149

Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used thi

FAQs

What topics are covered in the IRS penalty abatement session?

The session explains penalty abatement using “reasonable cause,” outlines procedures for requesting penalty and interest relief, and covers steps to request refunds of paid penalties.

What does the accounting and reporting update course focus on?

It reviews recently issued accounting and financial statement reporting standards and highlights key implementation challenges drawn from public company filings.

How can Gemini AI help accountants, according to the course?

Participants learn how Gemini is integrated with Google products and how it can improve productivity through summarizing email threads, suggesting responses, drafting emails, and generating formulas and tables.

Sep 2, 2026

Uploaded by Xiajie