CPE Catalog & Events
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ACPEN: K2’s Taking Another Look At PDFs
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TBD
2.0 Credits
Member Price: $89
Understanding the Portable Document Format Identifying tools you can use to work with PDFs Collaborating using PDFs Creating, distributing, and collecting fillable PDF forms Using PDFs to enhance security
ACPEN: Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value
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TBD
2.0 Credits
Member Price: $89
Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders
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
Hot Topics Audit & Attest Update - 2026
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
Surgent's Excel Shortcuts for Accountants
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TBD
2.0 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
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TBD
2.0 Credits
Member Price: $119
What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools
ACPEN: Federal Tax Update for Business with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $149
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments
ACPEN: Partnership Essentials: Review & Update
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TBD
4.0 Credits
Member Price: $149
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
Fraud, Controls & Ethics: Best Practices & Case Studies
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TBD
2.0 Credits
Member Price: $149
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
ACPEN: K2’s Excel PivotTables For Accountants
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TBD
8.0 Credits
Member Price: $250
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query Analytical techniques available in PivotTables
How to Audit Cash
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client
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TBD
4.0 Credits
Member Price: $159
Changes to the lifetime estate tax exemption in light of proposed regulations More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning
Forensic Accounting: When The Office Is A Crime Scene
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
ACPEN: Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Finance Auditing
ACPEN: The Controllership Series: The Controllers Role in Internal Controls
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Internal Controls
ACPEN: 1065 – Understanding Partnerships Tax Returns
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TBD
2.0 Credits
Member Price: $89
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
ACPEN: Ethical Leadership: Guiding Principles When Others Falter
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TBD
2.0 Credits
Member Price: $89
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
ACPEN: Global Internal Audit Standards (GIAS) Domain III - Part 2
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TBD
1.0 Credits
Member Price: $89
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
ACPEN: Ethics: Court Orders, Confidentiality, and Compliance
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TBD
2.0 Credits
Member Price: $89
Overview of taxpayer confidentiality requirements under IRC §§7216 and 6713 Circular 230 standards related to disclosure of taxpayer information Gramm-Leach-Bliley Act (GLBA) privacy and safeguarding requirements Legal authority and limitations of court orders and summonses Disclosure considerations in divorce proceedings and mediation settings Dual representation and conflicts of interest Ethical decision-making frameworks for disclosure situations Documentation, informed consent, and scope limitations Best practices for protecting taxpayer confidentiality
S Corporations: Calculating Shareholder Basis
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations