CPE Catalog & Events
ACPEN: Creating A Culture of Trust
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TBD
1.0 Credits
Member Price: $39
Culture Trust
ACPEN: New Tips and Overtime Tax Rules: Compliance and Best Practices
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TBD
1.0 Credits
Member Price: $39
Updated OBBA guidance on tip reporting and allocation Qualifying tip requirements Self-employment and qualified tips Employer and employee tax responsibilities for tipped wages Overtime pay deduction Tip and overtime information returns
ACPEN: Common Peer Review Deficiencies and How to Avoid Them
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TBD
2.0 Credits
Member Price: $89
Defiicencies Peer reviews Auditing
ACPEN: Form 7203 - How to Calculate Shareholder Basis
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TBD
2.0 Credits
Member Price: $89
Introduction to Form 7203 and its purposes Mechanics of completing Form 7203 accurately Strategies for reconstructing shareholder basis Loss limitations under I.R.C. §461 At-risk rules and limitations for S Corporation shareholders Documentation requirements for shareholder basis Common errors in calculating and reporting basis Best practices for maintaining and reporting shareholder basis
ACPEN: Financial Statement Presentation and Disclosure
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TBD
4.0 Credits
Member Price: $149
U.S. GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances
ACPEN: Real World Business Ethics Scenarios
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TBD
2.0 Credits
Member Price: $85
The Angry Boss Financial Close Dilemma Petty Cash Fund Management Incentives I Need My Job
ACPEN: Building Your Personal Net Worth: Invest in Your Future
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TBD
1.0 Credits
Member Price: $89
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
ACPEN: Effective Communication Skills
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TBD
1.0 Credits
Member Price: $39
Communication Confidence Leadership
ACPEN: K2’s Advanced Topics In Power BI
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TBD
2.0 Credits
Member Price: $89
Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
ACPEN: Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
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TBD
2.0 Credits
Member Price: $89
Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents
ACPEN: Devious Ethics: Avoiding Snakes in Suits
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TBD
2.0 Credits
Member Price: $89
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
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TBD
3.0 Credits
Member Price: $149
Understand how to approach and analyze the U.S. taxation of foreign corporations Using an example, calculate tested income, Subpart F, and PFIC income inclusions for an individual and C corporation Determine how much foreign tax credit can be claimed against such income inclusions Determine how subsequent dividend distributions from the foreign corporation are taxed Calculate capital gain on the disposition of the foreign corporation Compare different outcomes and discuss the impact of Section 962 election Identify basic strategies for managing tax liabilities related to foreign corporations
ACPEN: K2’s Artificial Intelligence For Accounting And Financial Professionals
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TBD
4.0 Credits
Member Price: $149
Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting
ACPEN: IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
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TBD
8.0 Credits
Member Price: $300
An emphasis on newly enacted tax legislation affecting IRAs including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans Roth IRA contribution phase-out limits as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner’s death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
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: The New Leadership Playbook: From Stability to Agility
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TBD
1.0 Credits
Member Price: $39
The Collapse of Stability-Based Leadership The New Mandate for Leaders From Command to Connect Technology, AI, and the Human Imperative The Future Leader's Playbook Personal Leadership Reset
ACPEN: Revenue Recognition Topic 606 - Identify Performance Obligations Part 2
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TBD
1.4 Credits
Member Price: $39
Revenue Recognition Accounting
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
ACPEN: The FASB Conceptual Framework
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TBD
2.0 Credits
Member Price: $89
Purpose and structure of the FASB Conceptual Framework Recognition and derecognition criteria Measurement concepts and approaches Qualitative characteristics of useful financial information Elements of financial statements Footnote disclosure requirements Relationship between the framework and standard-setting Practical application of the framework in accounting decisions
ACPEN: What's Going on at the AICPA (2026/27)
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TBD
2.0 Credits
Member Price: $89
AICPA audit and attestation developments Next phase of quality management Monitoring and remediation responsibilities SSAE No. 24 and SSARS No. 26 updates Exposure drafts on confirmations and fraud SAS No. 149 and group audit implications