CPE Catalog & Events
Advanced Cost Accounting: Eliminate Calculation Distortions
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TBD
2.0 Credits
Member Price: $79
Cost Accounting
Fiduciary Accounting: Fundamentals & Rules
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TBD
2.0 Credits
Member Price: $79
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
Supervision/Management Competencies: An Ethical Approach
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills
Building a Better Budget in a Time of Uncertainty
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
ACPEN Signature 2025- Small Business: Hot Tax Issues Today
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TBD
8.0 Credits
Member Price: $250
Legislative update on expiring tax provisions affecting small businesses; Legislative update on new tax provisions impacting small businesses; Communications with the IRS; Tax audits of small businesses; Judicial update on self-employment tax litigation on self-employment taxes of partners and LLC members. Worker verification requirements and penalties---old and new. Tax planning opportunities—old and new.
ACPEN Signature 2025: Single Audit and Uniform Guidance Issues Update
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TBD
8.0 Credits
Member Price: $250
The nuts and bolts of a Single Audit Overview of the GAO’s Fraud Risk Management Framework and the importance of fraud risk in a Single Audit Specific audit issues arising relating to the continued Pandemic and Infrastructure funding programs Review of unique elements of the 2025 Compliance Supplement (If Available) Recent changes to specific Uniform Guidance rules and regulations
K2's Accountant's Guide To QuickBooks Online
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TBD
8.0 Credits
Member Price: $225
• Understanding your QBO subscription and licensing options • Recording routine and non-routine transactions in QBO • Importing and exporting data to/from QBO • Creating effective reports • Describing the process for integrating third-party applications with QBO • Troubleshooting issues with QBO reports and data
Shortcuts that Excel Users Love
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
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
Effective Communication Skills
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TBD
1.0 Credits
Member Price: $39
Communication Confidence Leadership
What's Changing in Risk Assessment
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TBD
2.0 Credits
Member Price: $79
Auditing Yellowbook
2025 Not-for-Profit GAAP Update
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
Closely Held Business Owner Financial Planning Opportunities 25-26
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TBD
2.0 Credits
Member Price: $99
Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning
Partnership Essentials: Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $79
Importance of tax basis capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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TBD
2.0 Credits
Member Price: $99
The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 Key factors for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA How to determine which employees must be covered
Surgent's Stock vs. Asset Acquisitions of C Corporations
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TBD
2.0 Credits
Member Price: $99
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
The Preparation of Form 709 - Line-by-Line
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TBD
2.0 Credits
Member Price: $79
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment
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TBD
4.0 Credits
Member Price: $159
AICPA hot topics and standard setting initiatives Discussion of suite of nine integrated SASs effective for years ended December 31, 2021 Discussion of the standard on audit evidence effective for years ended December 31, 2022 Discussion of the standard on auditing accounting estimates and disclosures effective as of December 31, 2023 Discussion of the two standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023 Discussion of standards that are effective beginning in 2025, including those dealing with client acceptance and questions asked of the predecessor auditor, the partner’s responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more
Overcome Your Obstacles to Abundance
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TBD
4.0 Credits
Member Price: $129
How to know your specific obstacles to becoming rich Why people use poor marketing and investment strategies, and how to overcome such limitations The most effective marketing methods, and how to implement them The power of being super motivated, and 3 methods to keep you motivated long term towards your goals Having a vision for your business and life that will keep you on the right track
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: $129
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