Professional Development

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Sep 22 2026
Postmortem Estate Planning
- CPE Credits: 4.0 hours
- Level: Intermediate
- Instructor: Arthur J. Werner
Sep 23 2026
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses
- CPE Credits: 4.0 hours
- Level: Basic
- Instructor: Sharon L. Martin
Sep 24 2026
Guide and Update to Compilations, Reviews, and Preparations
- CPE Credits: 4.0 hours
- Level: Update
- Instructor: Sharon L. Martin
Sep 29 2026
Accounting Data Analytics
- CPE Credits: 2.0 hours
- Level:
Sep 29 2026
Estate and Financial Planning for Baby Boomers
- CPE Credits: 4.0 hours
- Level: Basic
- Instructor: Arthur J. Werner
Sep 29 2026
AI for Accountants - Practical Applications
- CPE Credits: 2.0 hours
- Level:
Oct 20 2026
Selected Topics in Individual Tax
- CPE Credits: 6.0 hours
- Level: Intermediate
- Instructor: Mark Vogel
Oct 21 2026
Advanced Tax Workshop for S and C Corporations
- CPE Credits: 6.0 hours
- Level: Advanced
- Instructor: Mark Vogel
Oct 22 2026
Selected Partnership & LLC Tax Problems
- CPE Credits: 6.0 hours
- Level: Intermediate
- Instructor: Mark Vogel
Oct 23 2026
The Mindful-CPA
- CPE Credits: 2.0 hours
- Level:
- Instructor: Sunish Mehta

Jun 24 2026
Value Pricing Advisory with ChatGPT: Protect Margins with AI-Powered Pricing
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Loren Fogelman
Jul 09 2026
Non-Techie Cybersecurity Update for Tax Practitioners
- CPE Credits: 2.0 hours
- Level: Basic
- Instructor: Donny C. Shimamoto
Jul 14 2026
The Impact of Machine Learning on Auditors
- CPE Credits: 2.0 hours
- Level: Basic
- Instructor: Donny C. Shimamoto
Jul 23 2026
Are Your Firm's KPIs Drivng High Performance?
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Aug 06 2026
Turning IT Budgeting into a Competitive Advantage
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Sep 10 2026
How Accountants' Ethics are Impacted by the A-B-C-Ds of the Digital Age
- CPE Credits: 2.0 hours
- Level: Basic
- Instructor: Donny C. Shimamoto
Sep 14 2026
How to Turn AI and Automation into Strategic Decisions
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Sep 15 2026
The Impact of Machine Learning on Auditors
- CPE Credits: 2.0 hours
- Level: Basic
- Instructor: Donny C. Shimamoto
Sep 16 2026
Data Analytics for Impact
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto
Sep 28 2026
Digital Tax Transformation for Non-Techies
- CPE Credits: 1 hour
- Level: Basic
- Instructor: Donny C. Shimamoto

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