CPE Catalog & Events
Entertainment, Meals & Travel Expenses: Review and Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
Tax Implications of Retirement Plan Distributions
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
ACPEN: Critical "Soft" Skills for CFOs and Controllers
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TBD
4.0 Credits
Member Price: $149
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
ACPEN: Advanced Negotiations: Never Split the Difference
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TBD
2.0 Credits
Member Price: $89
Negotiations Business Management
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
Tax Implications of Retirement Plan Distributions
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
ACPEN: A Guide to Sampling - Part 1
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TBD
2.0 Credits
Member Price: $89
Auditing Yellowbook
ACPEN: K2’s Microsoft Copilot, Including Agentic AI
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TBD
2.0 Credits
Member Price: $89
Incorporating Copilot with Excel, Word, PowerPoint, and Outlook Using Copilot to automate routine tasks and assignments Integrating Copilot with agentic AI Identifying key privacy and security features in Copilot Understanding and deploying agentic AI
ACPEN: Critical Thinking Skills: Prevent Mistakes Now
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TBD
2.0 Credits
Member Price: $89
Critical Thinking Communication
ACPEN: Strategic CFO – Strategic Risk Management
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TBD
2.0 Credits
Member Price: $89
Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization
Ethics: How to Run Your Business Well
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The five principles of ethical intelligenceHow to make the right decisions in a range of challenging situationsThe fundamental ethical principal, "Do No Harm"
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
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TBD
4.0 Credits
Member Price: $159
Key requirements of recently issued SASs Changes affecting 401(k) plans Audit strategy and improving overall efficiency Common mistakes as noted in peer reviews and DOL inspections
How AI Is Automating Internal Control
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
ACPEN: S Corporation (Form 1120S) – Formation to Liquidation
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TBD
8.0 Credits
Member Price: $300
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (§351) and liquidation issues Revocation and termination of S corporations Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution?)
Multi Year Failure to File: Getting into Compliance
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Process-from client onboarding and transcript analysis.Risk assessment, ethical considerations, and resolution strategies.Manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations.Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance.
Shortcuts that Excel Users Love
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Fundamentals of Form 1040 -- Individual
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Form 1040 essentials: filing requirements, due dates, and key schedulesFiling status, dependency rules, and taxable income sources (wages, investment income)Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)Preparer due diligence, Circular 230 compliance and taxpayer rightsIRS cybersecurity considerations and best practices for taxpayer data securityLegislative updates
ACPEN: Enact Retaliation Abatement and Monitoring Measures
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TBD
1.0 Credits
Member Price: $39
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
ACPEN: Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
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TBD
1.0 Credits
Member Price: $39
Leadership Professional Development Time Management