CPE Catalog & Events
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ACPEN: 360 Budgeting: A Holistic Approach to Process and Solutions
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TBD
8.0 Credits
Member Price: $250
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself) How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players? Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
ACPEN: Fringe Benefits & Compensation Planning - Today and Beyond
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TBD
8.0 Credits
Member Price: $250
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
ACPEN Signature 2026: Small Business Recurring Tax Nightmares!
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TBD
8.0 Credits
Member Price: $250
Rules for Tracking Business Interest, Investment Interest and Personal Interest Expenses Employee or Independent Contractor and Risks of Misclassification. The Hobby Loss Rules and Passive Activity Loss Limitation Rules. CTRs, Reporting Bank Accounts (FBARs), Reporting Entity Interests and Trusts and New Rules for Taking Cash in or out of the EU. The Partnership Audit Rules and Tips for Partnership Audits. Qualification as a Real Estate Professional and Rental Rules for Real Estate Professionals Tax Treatment of Casualty Losses and Casualty Gains including the 1033 election for involuntary conversion items (cattle sold due to drought, eminent domain takings, etc.) Self-Employment Taxes of Subchapter S, LLC and LP owners
ACPEN: Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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TBD
8.0 Credits
Member Price: $250
Tax considerations in complex client situations Divorce and separation tax issues Filing status considerations Property division and marital property rules Child support and alimony tax treatment Bankruptcy and debt cancellation Foreclosure tax consequences Business dissolution and ownership transitions Dependency and family tax issues Refunds, deficiencies, and taxpayer obligations
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
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TBD
8.0 Credits
Member Price: $279
Reporting requirements for Schedules K-2 and K-3 Capital account reporting requirements Schedule K-1 reporting for §743 adjustments Schedule K-1 reporting for §704 gains and losses Comprehensive case on partnership/partner application of the business interest deduction Section 704(b) basis versus tax basis for capital accounts Detailed rules of §704 for preventing the shifting of tax consequences among partners or members Unreasonable uses of the traditional and curative allocation methods Layers of §704(c) allocations Treatment of recourse versus nonrecourse debt basis How to calculate basis limitations and the implications on each partner’s own tax return How §179 limitations affect partnership/LLC basis Regulations for handling basis step-ups under §754 elections and mandatory adjustments under §743 and §734 for partnerships that have not made a §754 election Subsequent contributions of property with §754 adjusted basis to another partnership or corporation Capital account adjustments in connection with admission of new members Special allocations and substantial economic effect LLCs and self-employment tax to members Distributions – current or liquidating, cash or property, and the substituted basis rule Termination and liquidation of an LLC
You Don't Know What You Don't Know About Microsoft Excel
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TBD
0.0 Credits
Member Price: $239
The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryNote: This session is taught using a 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.
ACPEN: Conflict Resolution and Effective Communication Training
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TBD
1.2 Credits
Member Price: $39
Communication Confllict Resolution
ACPEN: Supervised AI Agents as Internal Audit Team Members
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TBD
1.0 Credits
Member Price: $39
Independent execution: AI agents can perform control testing and analyze evidence across multiple formats. Audit-ready outputs: Deliver high-quality results with speed, accuracy, and consistency. Workflow integration: See how agents fit seamlessly into existing audit engagement processes. Guardrails and governance: Learn the safeguards and governance needed to ensure reliability. Human supervision: Explore the critical role of training data and oversight in producing trustworthy results. Practical applications: Real-world examples of firms already deploying supervised AI agents in audits. Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.
ACPEN: Excelling at Excel: Tips, Tricks and Updates
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TBD
2.0 Credits
Member Price: $89
Excel version differences and compatibility Customize Excel so it works the way you work Learn new shortcuts to work quicker Learn some of the newer formulas to streamline your spreadsheets Take on tables & a powerful tool for data analysis
ACPEN: Like-Kind Exchanges
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TBD
2.2 Credits
Member Price: $89
Like-kind exchanges (LKE) Qualified third party intermediaries (QI)
Get started with Power BI
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
The Ethic of Teamwork
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Virtue ethicsTeam dynamicsCharacteristics of highly effective teamsMeeting managementTeam communicationDecision making
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.
Navigating IRS Authorizations: Form 2848 & Form 8821
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
ACPEN: A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
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TBD
1.0 Credits
Member Price: $39
Mindfulness Creative Thinking Productivity Performance Neuroscience Leadership
ACPEN: There is NO Such Thing as ‘Business Ethics’ featuring John Levy and Don Minges
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TBD
1.0 Credits
Member Price: $39
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
ACPEN: Humanize Automation: Frameworks for Understanding AI and Your Strategy
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TBD
1.2 Credits
Member Price: $39
AI Business Strategy
ACPEN: Revenue Recognition - Topic 606 Overview
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TBD
1.8 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
ACPEN: 2026 AICPA Regulatory Ethics Update: VA-Approved
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TBD
2.0 Credits
Member Price: $89
Virginia ethics requirement (VBOA-approved course) AICPA Professional Ethics Executive Committee (PEEC) updates New interpretations and revised ethics guidance Ethics modernization initiatives and regulatory changes Standards affecting recruiting, CPE programs, and tax advisory services Impact of ethics developments on public and industry professionals Forward-looking PEEC projects and upcoming changes Strategies for compliance in an evolving ethical landscape
ACPEN: Cryptocurrencies for the CFO: Explaining Blockchain
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TBD
2.0 Credits
Member Price: $89
What is money? What are digital assets? Understanding the what, why, and how of cryptocurrencies Understanding the what, why, and how of blockchain NFT’s (Non-Fungible Tokens), their role and impact Explaining the crypto language