CPE Catalog & Events
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
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TBD
2.0 Credits
Member Price: $99
How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
ACPEN: Mastering Rapport Skills for Fun and Profit
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TBD
4.0 Credits
Member Price: $149
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
ACPEN: K2’s Excel Essentials For Staff Accountants
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TBD
8.0 Credits
Member Price: $250
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
ACPEN: A Strategic Approach to Understanding Compensation Structures
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TBD
1.5 Credits
Member Price: $79
Compensation
ACPEN: Benford’s Law and Other Digital Analysis Techniques
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TBD
1.8 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
ACPEN: GASB 96 –SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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TBD
2.0 Credits
Member Price: $89
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
ACPEN: HR’s Role in Business Evolution: Strategy, Finance, and Growth
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TBD
2.0 Credits
Member Price: $89
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
ACPEN: Navigating IRS : Responding to IRS Notices & Letters
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TBD
2.0 Credits
Member Price: $89
Types of IRS letters: audits, collection, balance due, unreported income How to respond to CP2000, CP14, CP75, CP504, and other notices Steps to take upon receiving a letter: deadlines, records, prep Penalties and interest associated with non-response Sample response structure and real-life examples Documentation and tracking practices for correspondence Common mistakes and how to avoid them AI-supported correspondence management and ethical considerations
ACPEN: Global Internal Audit Standards (GIAS) Domain IV - Part 1
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TBD
1.2 Credits
Member Price: $99
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
ACPEN: Data Analytics & Journal Entry Testing for Auditors
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TBD
3.5 Credits
Member Price: $109
Data Analytics Journal Entry Testing Fraud Detection
ACPEN: The Essential Guide to Understanding Private Company Financial Statement Disclosures with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
Common Private Company Accounting Policy Disclosures Numerous Sample Lease and Revenue Disclosures Unique OCBOA Disclosure Requirements and examples Research Techniques
ACPEN: Ethical Tax Practice Strategies in a Crisis World
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TBD
2.0 Credits
Member Price: $89
"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
ACPEN: Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs
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TBD
2.0 Credits
Member Price: $89
Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side’s wisdom
ACPEN: Advanced Excel: Hidden Secrets and Gems
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TBD
2.0 Credits
Member Price: $89
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
ACPEN: An In-Depth Understanding of the Generation Skipping Transfer Tax
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TBD
2.0 Credits
Member Price: $89
Overview of the GST tax and its policy purpose Direct skips, taxable terminations, and taxable distributions Skip persons and treatment of trusts as skip persons Application of the GST exemption and inclusion ratio Timely, late, and retroactive GST allocations Formula-based exemption allocations Planning strategies for GST tax minimization Filing considerations for Forms 706 and 709
ACPEN: Global Internal Audit Standards (GIAS) Domain IV - Part 2
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TBD
1.0 Credits
Member Price: $89
Internal audit Standards GIAS Accounting Auditing
ACPEN: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise
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TBD
2.0 Credits
Member Price: $89
IRS collection process overview Initial notice and subsequent notices Enforced collection actions: liens, levies, and wage garnishments Payment options and alternatives to enforced actions Detailed review of Forms 433-A & 433-B Offer in Compromise (OIC) program: qualifications and process Advising clients on compliance and payment options
ACPEN: Analytical Procedures: Practical Applications and Standards
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TBD
2.0 Credits
Member Price: $89
Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
ACPEN: Corporate Ethics Cases: Discuss Real Life Conflicts
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TBD
4.0 Credits
Member Price: $149
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
ACPEN: Exploring the 10 Types of Leadership: Styles and Strategies for Success
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TBD
1.0 Credits
Member Price: $39
Overview of ten distinct leadership styles Adapting leadership to different situations, teams, and organizational culture Characteristics, strengths, and limitations of various leadership style Self-reflection and identifying personal leadership tendencies Flexibility and adapting leadership approaches when circumstances change Strategies for team engagement and performance improvement