CPE Catalog & Events
This will generate a PDF of the current filtered catalog
ACPEN: Financial & Tax Accounting for S Corporations
-
TBD
4.0 Credits
Member Price: $149
Review of the AICPA "small&" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for the S corporation shareholder equity account Financial vs. tax accounting for loans to and from S corporations and their shareholders
2024 Revision to Government Auditing Standards Impact
-
TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits
2025-2026 Federal Tax Updates - Business Entities
-
TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Current business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
ACPEN: K2’s Small Business Internal Controls, Security, And Fraud Prevention And Detection
-
TBD
8.0 Credits
Member Price: $250
Common challenges associated with implementing appropriate internal controls in small business environment Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
The Best Federal Tax Update Course by Surgent
-
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
Using ChatGPT with Excel
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros
How AI Is Automating Internal Control
-
TBD
0.0 Credits
Member Price: $149
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
ACPEN: Sticky Ethical Choices, featuring Bob Mims and Don Minges
-
TBD
1.0 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
ACPEN: Ultimate Small Business HR Guide: Essential Tips for Success
-
TBD
1.0 Credits
Member Price: $39
Small Business Management
ACPEN: Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
-
TBD
1.0 Credits
Member Price: $39
Leadership Professional Development Time Management
ACPEN: Global Internal Audit Standards (GIAS) – Overview and Contrast to 2017 International Professional Practices Framework (IPPF)
-
TBD
1.6 Credits
Member Price: $79
Accounting Internal Controls Internal Audit Standards
ACPEN: Ethics for CPAs: The Practical and the Possible
-
TBD
2.0 Credits
Member Price: $89
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
ACPEN: Introduction to Governmental Accounting 101
-
TBD
2.0 Credits
Member Price: $89
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
ACPEN: Ethical Leadership: Guiding Principles When Others Falter
-
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: Ethical Intelligence for Artificial Intelligence
-
TBD
2.0 Credits
Member Price: $89
Benefits and pitfalls of artificial intelligence in the accounting profession Selecting and utilizing artificial intelligence resources Applying professional skepticism to results Maintaining independence while utilizing artificial intelligence Upholding client confidentiality Data security and retention Citation of sources and related reporting considerations
ACPEN: Inventory Accounting GAAP, Software and Recognizing Variances
-
TBD
2.0 Credits
Member Price: $89
Inventory accounting GAAP Methods for dealing with variances
Navigating IRS Correspondence: Responding to IRS Letters
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence.
Steps to Stop External Fraud
-
TBD
0.0 Credits
Member Price: $89
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
-
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: Contract and Procurement Fraud
-
TBD
1.0 Credits
Member Price: $89
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards