CPE Catalog & Events
Ethics, Tax Practice & Understanding Circular 230
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Importance of ethics in tax practiceOverview of Circular 230 and its application to tax practitionersCommon ethical violations and penaltiesProcedures to promote compliance with ethical standardsReal-life scenarios illustrating ethical decision-making in tax preparationCircular 230 provisions related to tax return preparation and representationBest practices for maintaining professional integrity and compliance
ACPEN: The Role of Internal Audit in Enterprise-Wide Risk Management
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TBD
4.0 Credits
Member Price: $149
Benefits of enterprise risk management Important objectives, components and principles that underlie the COSO Framework Identifying events that could cause objectives to not be achieved Techniques for evaluating both "good" risks (opportunities) and "bad" risks (threats) The roles and responsibilities of key parties throughout an organization in managing risk
ACPEN: Retirement Planning Issues: Where We Stand Now
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TBD
4.0 Credits
Member Price: $149
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
ACPEN: Prevention & Detection of Fraud in Small Businesses
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TBD
5.0 Credits
Member Price: $149
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention
Beyond the Basics: Financial Ratios You Might Be Overlooking
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
ACPEN: The Controllership Series - Managerial Accounting Basics and Costs
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TBD
1.2 Credits
Member Price: $39
Accounting Finance
ACPEN: Topic 842: FASB's Lease Accounting Standard Update
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TBD
2.0 Credits
Member Price: $89
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates
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: K2’s Ten PDF Tips You Need To Know
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TBD
1.0 Credits
Member Price: $39
Converting documents to the PDF format Editing PDF documents Securing PDF documents Extracting data from PDFs
Volume to Value: A New Era of Precision Hiring in Accounting
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:The shift from volume to precision hiringWhy firms are moving to targeted, competency-based hiringTalent market impacts and competitive hiring realitiesAI in recruiting: practical use cases and implicationsWhere AI tools commonly support hiring workflowsBenefits and limitations of AI-enabled screening and assessmentThe skills mismatch in accounting hiringWhy critical thinking and professional communication gaps persistWhy traditional hiring methods miss these competenciesThe new competency hierarchy for high performersDefining and prioritizing the competencies that drive resultsAI ethics awareness and professional judgment in an AI-enabled workplaceAssessment methods for precision hiringStructured behavioral interviewing and scoring rubricsWork simulations, case presentations, and client scenariosUsing AI-enabled assessments responsibly and consistentlyMetrics and ROI: evaluating successQuality-of-hire measures (performance, ramp time, manager satisfaction)Retention and turnover measuresEfficiency measures (time-to-fill, cost-to-fill) and how to balance themImplementation roadmapA phased approach to adopting precision hiring (foundation → expansion → optimization)– Building governance, documentation, and consistency for scalability
ACPEN: ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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TBD
2.0 Credits
Member Price: $89
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
ACPEN: Budget Mastery: Process, Problems, and Solutions
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TBD
2.0 Credits
Member Price: $89
Defining the budget process Common budgetary cultures and discussion of solutions Does your budget need an overhaul or just a tune up? How to make the budget flexible Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself)
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
Basic Individual Taxation Course
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Will Your Ethics Be Burned by Burnout?
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope
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