CPE Catalog & Events
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
ACPEN: Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
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TBD
1.0 Credits
Member Price: $89
Risk Management Governance Risk Assessment
ACPEN: Foundations of IT Audit for CPAs
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TBD
3.5 Credits
Member Price: $109
IT Audit Fundamentals ITGCs, Risk Assessment Application Controls
Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
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TBD
4.0 Credits
Member Price: $159
The latest guidance from the IRS provided through regulations or administrative announcements Reporting requirements for all relevant pass-through entities Reporting for multiple activities within one entity Allocating common items among multiple activities Section 199A Schedule K-1 reporting for tiered entities Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property Allocating §199A relevant amounts to beneficiaries of trusts using DNI Handling separately stated items for which qualified business income status is determined at the shareholder or partner level The effects of ownership changes on §199A reporting on Schedule K-1 Reporting publicly traded partnership income and REIT income to the partners or shareholders Reporting aggregated activities Allocating §199A amounts to partners when special allocations have been made by the partnership
Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges
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TBD
4.0 Credits
Member Price: $159
How does the IRC define an installment sale under Section 453? When can a taxpayer utilize the provisions of IRC Section 453? When should a taxpayer utilize the provisions of an installment sale and when should it be avoided How does the issue of a “dealer” vs. a “non-dealer” impact the use of the installment sale method How to report an installment sale when related parties are involved How to calculate an installment sale How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method What is a like-kind exchange as defined by IRC Section 1031 When can a taxpayer utilize the provisions of IRC Section 1031 What types of real property are eligible for like-kind exchange treatment and what types are not What is “boot” and how does it impact the like-kind exchange deferral How to calculate a like-kind exchange including any taxable portion How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges
ACPEN: Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
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TBD
4.0 Credits
Member Price: $149
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Surgent's Preparing Not-for-Profit Financial Statements
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TBD
8.0 Credits
Member Price: $279
Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, restrictions, designations, contributed services, net assets, special events, the classification of expenses, and more
The Best Federal Tax Update Course by Surgent
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TBD
8.0 Credits
Member Price: $299
Comprehensive coverage of the One Big Beautiful Bill Act Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
ACPEN: ProActive Response Group De-Escalation Training
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TBD
1.2 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
ACPEN: Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
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TBD
1.0 Credits
Member Price: $39
Remote Hiring Best Practices Personality Assessments in Hiring Effective Integration of Personality Assessments Minimizing Bias and Ensuring Cultural Fit
ACPEN: Mastering Form 7217: A Guide to Partnership Property Distribution
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TBD
1.0 Credits
Member Price: $39
Property distributions in liquidation of a partner’s interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 – new in 2024 The Section 754 election and its role in partnership property distributions
ACPEN: Risk Assessment of IT Systems
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TBD
1.0 Credits
Member Price: $39
Overview of SAS 145 Risk assessment requirements Role of IT in audit planning Understanding IT environments Identifying IT risks Areas of concern in IT systems Impact of IT risks on the audit
ACPEN: Learning to Teach "Tax" as a Second Language
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TBD
1.0 Credits
Member Price: $39
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
ACPEN: The Entrepreneurial Spirit - A Leadership Perspective
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TBD
1.2 Credits
Member Price: $39
Leadership Entrepreneurial Behavior Entrepreneurial Thinking
ACPEN: Revenue Recognition Topic 606 - Identify Performance Obligations Part 1
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: Conducting Human Resource Investigations
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TBD
1.0 Credits
Member Price: $39
Research Analysis Interviewing Documenting Reporting Results
ACPEN: Providing Ethical Leadership: Learning to be the Best Version of Yourself
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TBD
1.2 Credits
Member Price: $39
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
ACPEN: Performance Auditing Made Easy
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TBD
1.5 Credits
Member Price: $79
Performance audit standards Performance audit types Performance audit objectives
ACPEN: Government Ethics: Theory & Application (VBOA Approved)
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TBD
2.0 Credits
Member Price: $89
2026 Virginia Board of Accountancy ethics updates Virginia-specific ethics requirements for CPAs Government Auditing Standards (Yellow Book) ethical principles Public interest, integrity, objectivity, and professional behavior Independence requirements in governmental audits Identifying and avoiding conflicts of interest Ethical decision-making in Yellow Book engagements
Surgent's Choosing the Right Business Entity
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TBD
2.0 Credits
Member Price: $99
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.