CPE Catalog & Events
ACPEN: Taxation of Non-fungible Tokens (NFTs)
-
TBD
2.0 Credits
Member Price: $89
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
ACPEN: Building an Ethical Culture: Strengthening Your Ethical Backbone
-
TBD
2.0 Credits
Member Price: $85
Ethical Issues over the years Types of Business Ethics Issues Structure and application of the AICPA Code of Professional Conduct Role of social responsibility in shaping corporate behavior Factors For Evaluating Ethics Ethics 101 and Decision Making Profiling Ethical Culture
ACPEN: Finding the Right Fit: An Exploration Financial Reporting Options for SMEs
-
TBD
4.0 Credits
Member Price: $149
Unique needs of SMEs The menu of available frameworks Exploration of specific SPFs U.S. GAAP provisions for SMEs Considerations when selecting a framework Audit, review, and compilation implications Pitfalls to avoid Best practices to adopt
ACPEN: Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
-
TBD
1.0 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
ACPEN: Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 5: Governance, Culture, and Regulatory Risk Pressur
-
TBD
2.0 Credits
Member Price: $99
Risk Management culture Governance processes Workforce management Corporate Financial management Regulatory changes
ACPEN: K2’s Data Security And Privacy Issues And Solutions
-
TBD
2.0 Credits
Member Price: $89
Understanding the differences between data security and data privacy The major types of security and privacy breaches Key steps you can take to mitigate your risks of becoming another victim
ACPEN: Internal Control Fundamentals
-
TBD
2.0 Credits
Member Price: $89
COSO Yellowbook Auditing
ACPEN: Listening to the Statement of Cash Flows
-
TBD
2.0 Credits
Member Price: $89
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
ACPEN: The Preparation of Form 709 – Line-by-Line
-
TBD
2.0 Credits
Member Price: $89
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
ACPEN: Internal Control Frameworks for Single Audit
-
TBD
1.0 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting
ACPEN: Internal Controls for Small and Medium-Sized Entities
-
TBD
1.0 Credits
Member Price: $39
Overview of controls Preventative controls Detective controls Controls for SMEs
ACPEN: Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
-
TBD
1.0 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
ACPEN: Performance Management - Hiring to Retiring
-
TBD
1.2 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
ACPEN: Mastering Charitable Remainder Trusts and Form 5227 Compliance
-
TBD
2.0 Credits
Member Price: $89
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
ACPEN: Communicate Financial Concepts to Non-Accountants
-
TBD
2.0 Credits
Member Price: $89
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
ACPEN: K2's Optimizing Your CAS and Advisory Tech Stack
-
TBD
2.0 Credits
Member Price: $89
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value
ACPEN: Navigating Mergers & Acquisitions with AI: The Future of Deals
-
TBD
4.0 Credits
Member Price: $149
Strategic Reasons for Mergers & Acquisitions Establishing Acquisition Principles and Target Criteria Business Valuation in the M&A Process Structuring the Transaction and Negotiating the Deal Conducting Effective Due Diligence Post-Transaction Integration and Deal Success
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
-
TBD
8.0 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Surgent's Individual and Financial-Planning Tax Camp
-
TBD
8.0 Credits
Member Price: $299
Comprehensive coverage of the One Big Beautiful Tax Bill Act Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption considering proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security - the latest on the looming solvency crisis Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people
Auditing Standards: A Comprehensive Review 26-27
-
TBD
16.0 Credits
Member Price: $589
Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards