CPE Catalog & Events
Surgent's Real Estate for Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $119
Rental income and expense calculation and reporting Deciphering Schedule E (Form 1040) Nuances of vacation home rules Passive activity loss rules: foundations and implications Active vs. material participation in rental activities Tax reporting: how to group passive activities Limitations on passive losses: at-risk rules and deductions Classifying rental real estate activities Navigating exceptions in rental real estate taxation
Surgent's The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases
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TBD
2.0 Credits
Member Price: $99
Explore from the history of automation to the current landscape of large language models (LLMs) and generative tools to demystify the technology Free, accessible apps to enterprise-grade solutions and specialized accounting software tailored for tax, audit, and advisory workflows Ethical obligations and professional standards that govern AI use, including data privacy, client confidentiality, and the management of "hallucinations" or inaccuracies Through specific use cases and prompting demonstrations, understand how to use AI to draft complex communications, summarize research, optimize Excel workflows, and enhance client advisory services
Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
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TBD
2.0 Credits
Member Price: $119
Marginal tax rates effective in 2025 and beyond The QBI deduction Qualified residential interest Child Care Credit Miscellaneous itemized deductions, including the educator deduction Rollovers from 529 plans to ABLE accounts Additional expenses treated as qualified higher education expenses for purposes of 529 accounts Termination of credits for environmentally clean autos and expenditures Other timely topics
ACPEN: Contract and Procurement Fraud
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TBD
1.0 Credits
Member Price: $89
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
ACPEN: Federal Tax Update for Individuals with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $149
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers
ACPEN: Business Longevity: Stabilize, Strengthen, and Succeed
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TBD
4.0 Credits
Member Price: $149
Business Management Strategic Planning The role of AI in Business
What's Changing in A&A for Governmental Entities (2026/27)
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TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105.Overview of active GASB exposure drafts and ongoing projects.Auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book.
ACPEN: Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
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TBD
8.0 Credits
Member Price: $250
Legislative and regulatory updates affecting fringe benefit planning Employer-sponsored fringe benefits and tax compliance under evolving regulations IRC §132 fringe benefit options and applications Cafeteria plans: benefits, limitations, and tax considerations Tax treatment of dependent care and educational assistance programs Flexible spending accounts and health savings accounts Group term life insurance: design features and tax treatment Financing strategies for retiree medical benefits Comparing health care benefits: insured plans vs. HMOs ERISA reporting and disclosure requirements Common control rules and nondiscrimination regulations
ACPEN Signature 2026: The Risk of Fraud in State & Local Government
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TBD
8.0 Credits
Member Price: $250
Types of Fraud in State and Local Government (financial fraud, procurement fraud, corruption, abuse of power) Fraud Risk Assessment and Internal Control Systems Regulatory Frameworks and Compliance Requirements Fraud Investigation Techniques and Forensic Accounting Ethics, Governance, and Organizational Culture in Fraud Prevention
Building Security and Efficiency With Internal Control
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TBD
0.0 Credits
Member Price: $239
The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
ACPEN: Excelling at Excel: The Magic of Power Query
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TBD
2.0 Credits
Member Price: $89
Intro to Power Query & how to get started Examples of data clean up using Power Query Combining workbooks and files with Power Query
The 10 Must Know Excel Features
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.
ACPEN: K2’s Better Reporting With QuickBooks Online
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TBD
1.0 Credits
Member Price: $39
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced
ACPEN: K2's Ten Questions To Ask Your IT Team
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TBD
1.0 Credits
Member Price: $39
Ten Strategic Question Frameworks for Technology Assessment Cybersecurity and Infrastructure Oversight Through Targeted Dialogue Cloud Governance and Remote Work Technology Evaluation
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
ACPEN: A Guide to Sampling - Part 1
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TBD
2.0 Credits
Member Price: $89
Auditing Yellowbook
ACPEN: State Tax Nexus: Frequently Awkward Questions
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TBD
2.0 Credits
Member Price: $89
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
Corporate Transparency Act Developments
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Background of the Corporate Transparency ActBeneficial Ownership Information Reporting (BOIR) Rule Entities required to report.Reporting requirements imposed by the CTADue dates of reportsInformation needed to satisfy the BOIRImpact of failure to reportHow to submit a reportCourt rulings on CTA’s unconstitutionalityImplications to entities as a result of the ruling in NSB.Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27
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TBD
4.0 Credits
Member Price: $175
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Firm Ethics—A Practical Approach 26-27
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TBD
4.0 Credits
Member Price: $175
AICPA Code of Professional Conduct Ethics requirements for CPA firms