CPE Catalog & Events
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Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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TBD
2.0 Credits
Member Price: $99
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
Surgent's Ethics for Tax Professionals
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TBD
2.0 Credits
Member Price: $99
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Surgent's Taxation of the Mobile Workforce
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TBD
2.0 Credits
Member Price: $99
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out-of-state employee?
ACPEN: Ask Me No Questions and I Will Tell You No Lies
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TBD
3.0 Credits
Member Price: $109
Types of Stress Indicators Verbal Cues Nonverbal Communication Behavioral Context Truth-Elicitation Techniques
ACPEN: Staff Retention Keep the Best People
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TBD
3.0 Credits
Member Price: $109
Remote workforce Employee retention Staff turnover
ACPEN: Fraud Assessment for Small and Medium Sized Businesses
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TBD
4.0 Credits
Member Price: $149
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
ACPEN: The Essential A&A Update with Renee Rampulla
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TBD
2.0 Credits
Member Price: $149
Crypto Assets Governmental Grants Income Tax Disclosures Group Audits Fraud Quality Management
Disrupt to Dominate: Mastering Change Leadership
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The urgency of leading change now & the steps in leading changeThe power of crafting a vision that encourages buy-inThe art and science of building strong partnershipsAccelerating change through relationship networksCommunication strategies for changeEstablishing a feedback culture for successful changeManaging self in times of changeCase studies and real-world scenarios
ACPEN: A Practitioner’s Guide to IRAs and Qualified Retirement Plans
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TBD
8.0 Credits
Member Price: $250
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
Introduction to Yellow Book: 8-Credit Boot Camp
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TBD
0.0 Credits
Member Price: $239
The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.
ACPEN: Excelling at Excel: The Magic of Power Query
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TBD
2.0 Credits
Member Price: $89
Intro to Power Query & how to get started Examples of data clean up using Power Query Combining workbooks and files with Power Query
How to Audit: Property, Plant, & Equipment
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:The foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance.The various substantive auditing procedures that staff should perform.Real world auditing examples.
ACPEN: New PCAOB Quality Control Standard Overview
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TBD
2.0 Credits
Member Price: $89
Background of the new PCAOB Quality Control Standard Overview of the elements of a quality control system Examples of quality risks and potential responses Highligts of what is different between the AICPA Quality Management Standard
ACPEN: Internal Audit: Keys to Managing an Effective Function
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TBD
2.0 Credits
Member Price: $85
Role of today's internal audit leadership Building effective relationships with management and Audit Committee Keys to staffing and training internal audit The synergy of internal audit with other processes and close
ACPEN: Drive Results with Metrics
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TBD
2.0 Credits
Member Price: $89
Performance Metrics Budgets
CFO Series: Decision Making in Our Non-linear World
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TBD
1.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Better plans require more planning; what do we need to change in our decision process?How to use the OODA loop and other decision models?New lessons from the Judgement of SolomonWhy the best performing organizations always plan for the unexpected (multiple scenarios always)Experiments always lead to success.Tools to deal with randomness, including the Scientific Method, re-framing, and periodic reality checks.Choosing the right, relevant costs?The sunk cost fallacy reexaminedOpportunity costsRelevant costs for responsibility accountingProduct or process continuance or discontinuanceFixed costs vs avoidable costs. Short run and long runDecision dynamics; how can today’s right decision turn sour tomorrow?Unintended consequencesSelling surplus capacityHow statistics can be misused and misunderstood – thus increasing riskReal options increase certainty by making us more flexibleAll risk is subjective, but we futilely attempt to quantify the unquantifiable
Fiduciary Accounting Part 3: Special Accounting Elections & Distributions 26-27
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TBD
2.0 Credits
Member Price: $99
Analyze a traditional fiduciary accounting situation Determine the use of the reserve for depreciation Become acquainted with the special accounting rule for business assets Review the accounting treatment of distributions from entities
ACPEN: Fiduciary Accounting & Tax Planning for Estates & Trusts
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TBD
4.0 Credits
Member Price: $149
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting 3.8% Net Investment Income Form 1041 - Schedule I Section 645 Election Simple or complex trusts
Corporate Storytelling in Financial Reporting
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TBD
0.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Purpose of Management Commentary (IFRS): Understanding the foundational objectivesPurpose of MD&A (AAP): SEC-mandated narrative disclosure requirementsHistorical Context: Past and present frameworks and the limitationsRecent Revisions: Key enhancements and ESG integrationPractical Examples: Real-world applications and improvementsConvergence & Guidance: Frameworks, comparisons, and implementation
Tax Update: "One Big Beautiful Bill"
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Individual Taxation: Child Tax Credit expansion and additional senior deduction SALT cap extensionIncome & Adjustments: Tip income exclusion, overtime relief, educator expensesEducation Incentives: Student loan discharge, 529 plan expansion, new “TRUMP Accounts”Business Taxation: Bonus depreciation, 199A expansion, interest deduction limitsEstate & Gift Tax: Increased exemption threshold, charitable deduction changesCompliance & Reporting: 1099-K, 1099-NEC and 1099-MISC threshold changes