DESCRIPTION
The Summer Virtual CPE Cluster offers a customizable educational experience for CPAs and financial professionals, featuring expert-led sessions across taxation, accounting, auditing, ethics, financial planning, and business strategy. Participants can select individual sessions to build a curriculum that supports their career goals, with content updated for the latest legislative, regulatory, and industry developments.
CPE Hours: 4 hours per session (up to 24 hours total if all sessions are attended)
Member Fee: $139 per session
Non-Member Fee: $185 per session
Select the course name below for full session details and to register.
MONDAY, JUNE 23
8:30 a.m. - 12 p.m. (CT)
- Guide and Update to Compilations, Reviews and Preparations
- Individual Income Tax Update
- Buying and Selling a Business: Tax and Structuring Overview
1 p.m. - 4:30 p.m. (CT)
- Auditing the Complex: Revenue and Leases
- S Corporation, Partnership and LLC Tax Update
- IRS Tax Examinations and Hot Issues
TUESDAY, JUNE 24
8:30 a.m. - 12 p.m. (CT)
- Current Issues in Accounting and Auditing: An Annual Update
- Key Partnership and S Corporation Tax Planning Strategies
- Real Estate Taxation: Critical Considerations
1 p.m. - 4:30 p.m. (CT)
- Fraud Case Studies: Schemes and Controls
- Individual Tax Planning Ideas
- Taxation of Partnership Distributions and Sales of Partnership Interests
WEDNESDAY, JUNE 25
8:30 a.m. - 12 p.m. (CT)
- Critical Issues That CPAs in Industry Will Need to Face This Year
- Select Estate and Life Planning Issues for the Middle-Income Client
- Understanding Partnership Taxation: Types of Basis, Contributions and Distributions
1 p.m. - 4:30 p.m. (CT)
- AI-Driven Ethics and Data Analytics: A Roadmap for Accountants
- Maximizing Your Social Security Benefits
- Mastering Basis Issues for S Corporations, Partnerships and LLCs