CPE Catalog & Events
ACPEN: Everything You Need to Know About the Pass-Through Entity Rules: IRC §199A The Code and Regulations
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TBD
4.0 Credits
Member Price: $149
Understanding the term “QBI” (qualified business income) Understanding the terms “SSTB” (specified service trade or business) Understanding the term “QTB” (qualified traded or business) Calculate the 199A deduction Understanding the phaseouts Understanding “aggregation” Rental property as a trade or business Identify how your clients can maximize the deduction Planning ideas Understand the Section 199A Regulations
ACPEN: The Essential Auditing Update with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
Hot Auditing Topics Fraud Group Audits Sustainability Quality Management Frequent Peer Review Matters
ACPEN: Enhancing Performance Through Effective Coaching
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TBD
4.0 Credits
Member Price: $149
Coaching Effective Communication Problem Solving Use of AI as a coaching tool
ACPEN: KPI Bootcamp for Small Businesses
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TBD
5.0 Credits
Member Price: $179
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment
ACPEN: Partnership & LLC (Form 1065) – Formation to Liquidation
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TBD
8.0 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
ACPEN: Estate and Financial Planning for the Older Client
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TBD
8.0 Credits
Member Price: $250
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
ACPEN: K2’s Microsoft Copilot, Including Agentic AI
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TBD
2.0 Credits
Member Price: $89
Incorporating Copilot with Excel, Word, PowerPoint, and Outlook Using Copilot to automate routine tasks and assignments Integrating Copilot with agentic AI Identifying key privacy and security features in Copilot Understanding and deploying agentic AI
ACPEN: Strategic CFO – Strategic Risk Management
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TBD
2.0 Credits
Member Price: $89
Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization
ACPEN: The Role of Internal Control in the Risk-Based Audit
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TBD
4.0 Credits
Member Price: $149
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Build Your Team: Get Results 26-27
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TBD
8.0 Credits
Member Price: $329
Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork
K2's Business Intelligence with Microsoft Power BI Tools 26-27
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TBD
8.0 Credits
Member Price: $329
The importance of Business Intelligence in today's business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
ACPEN: Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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TBD
8.0 Credits
Member Price: $300
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 – S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder’s stock and debt basis and a partner/member’s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner’s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership What constitutes debt basis for a S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt effect a partner or member’s basis calculations and amount at-risk
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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TBD
8.0 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
ACPEN: An Exceptional Leader C.A.R.E.S.
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TBD
1.0 Credits
Member Price: $39
Leadership strategies to improve mental health in the workplace Self-care techniques Empowering HR
ACPEN: Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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TBD
1.0 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
ACPEN: Effective Communication Skills
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TBD
1.0 Credits
Member Price: $39
Communication Confidence Leadership
ACPEN: The Controllership Series: The Controller's Role in Artificial Intelligence
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TBD
1.4 Credits
Member Price: $39
Accounting Finance
ACPEN: I want the TRUTH: Preparing to be an Expert Witness
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TBD
1.0 Credits
Member Price: $89
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
ACPEN: Financial Acumen for Today's HR Leader
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TBD
2.0 Credits
Member Price: $89
Financial Statement Insight Trend Analysis Financial Benchmarks
ACPEN: Deep Dive into Quality Management
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TBD
2.0 Credits
Member Price: $89
Quality management standards for CPA firms SQMS 1 and SQMS 2 requirements Engagement-level standards (SAS 146, SAS 145, SSARS 26, SSAE 23) Post-implementation evaluation of quality management systems Monitoring and remediation responsibilities Auditor responsibilities under SAS 146