CPE Catalog & Events
ACPEN: S Corporation Essentials: Review & Update
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TBD
4.0 Credits
Member Price: $149
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt S corporation open account debt Limitation of deduction of losses AAA and distributions
Four Most Overlooked Business Risks: Preparing for the Future 26-27
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TBD
8.0 Credits
Member Price: $329
Systemic Risk Strategic Risk Culture Risk Management Continuity Risk
Surgent’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
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TBD
8.0 Credits
Member Price: $279
Applicable provisions of the One Big Beautiful Bill Act (OBBBA) Single-member limited liability companies as an alternative to subsidiaries Cancellation of indebtedness rules and regulations How the IRS views members or partners for Social Security purposes Special problems when forming an LLC Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting bottom-dollar guarantees Distribution or a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions Death or retirement of a member or partner – understanding the alternatives Step-up in basis issues – how to make the computations and elections Property transactions between the LLC/LLP and its members or partners – what to do with built-in gain or loss property When are partnership losses deductible? Material participation rules for LLC members and limited partners and how they affect passive loss issues Continuation and termination of an LLC/partnership in the context of a merger or acquisition Sales of an LLC interest – holding period and hot asset issues Impact of the tax on investment income on the sale of an interest in a partnership or LLC Repeal of the technical termination of partnership provision Impact of Soroban Capital Partners LP, 161 TC No.12 NEW: The IRS removes recently finalized regulations identifying certain partnership basis shifting transactions as transactions of interest (see Chapter 2)
ACPEN: State of Privacy
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TBD
1.0 Credits
Member Price: $39
State of Privacy Findings Staffing Trends Budget Forecasts Privacy by Design AI Impact
ACPEN: Strategic Government Budgeting: Tools for Long-Term Sustainability
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TBD
1.0 Credits
Member Price: $39
Forecasting & Budgeting Auditing & Accounting Yellowbook
ACPEN: The Ethics Hour: Accounting Scandals: What Happened and Why? Can We Prevent Them?, featuring Tracy Cooper and Don Minges
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TBD
1.0 Credits
Member Price: $39
Why do some choose to deceive, cheat and steal Can accounting scandals be prevented A brief history of accounting scandals What to look for What should ethical professionals like you do
ACPEN: The Controllership Series: The Controllers role in ESG
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TBD
1.5 Credits
Member Price: $79
Environmental Social Sustainability Governance Accounting
ACPEN: The Controllership Series - The Controllers Role in Financial Forecasting
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TBD
1.5 Credits
Member Price: $79
Accounting Finance
ACPEN: K2’s Excel’s Best New Features
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TBD
2.0 Credits
Member Price: $89
Learn how to work with Dynamic Arrays Using Excel's new XLOOKUP and XMATCH feature Improvements to Power Query and why they matter to you New collaboration and commenting options in Excel
ACPEN: Asset Misappropriation You Have It – They Want It
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TBD
2.0 Credits
Member Price: $89
Asset Misappropriation Fraud Opportunities Internal Control Weaknesses Fraudster Mindset Concealment Methods Fraud Risk Assessment Investigative Procedures
ACPEN: Procurement Standards 2026: What You Need To Know
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TBD
1.0 Credits
Member Price: $89
Updated micro purchase and simplified acquisition thresholds as of October 2025 General procurement standards under 2 CFR S200.318 Informal and formal procurement methods under S200.320 Competition requirements under S200.319 Domestic preference requirements under S200.322 Contractor oversight and procurement documentation requirements
ACPEN: Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals
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TBD
2.0 Credits
Member Price: $89
Overview of Trump Account structure and purpose Eligibility and contribution limitations Tax treatment and reporting considerations Planning strategies for individuals and businesses Common pitfalls and audit considerations
Surgent's Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security
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TBD
2.0 Credits
Member Price: $119
Email fraud Phishing attacks Cloud security risks Cyber insurance Securing remote work environments
ACPEN: 10 Keys to Outstanding Service and More Referrals
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TBD
4.0 Credits
Member Price: $149
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
ACPEN: Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
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TBD
8.0 Credits
Member Price: $250
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges
ACPEN: Small Business Risk Avoidance
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TBD
4.0 Credits
Member Price: $149
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
ACPEN: Optimize Your Staff's Performance
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TBD
4.0 Credits
Member Price: $149
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
ACPEN: The Controller Function - Inventory Part 1
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TBD
1.8 Credits
Member Price: $79
Accounting Finance Operations
ACPEN: Depreciating & Expensing Business Assets
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TBD
2.0 Credits
Member Price: $89
Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits Rev. Proc. 87-57 and MACRS ADS depreciation for electing farm and real estate business Update on recent developments
ACPEN: Defining Lines: Advanced Professional Boundaries
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TBD
2.0 Credits
Member Price: $89
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease