CPE Catalog & Events
Surgent's Six Common Barriers to Investment Success
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TBD
2.0 Credits
Member Price: $99
Availability bias Herding Loss aversion Present bias Anchoring Home country bias
Surgent's Understanding Partnership Taxation: Debt Allocations
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TBD
2.0 Credits
Member Price: $99
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
ACPEN: Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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TBD
2.4 Credits
Member Price: $99
Employee Theft Prevention
ACPEN: Global Internal Audit Standards (GIAS) Domain IV - Part 1
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TBD
1.2 Credits
Member Price: $99
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
ACPEN: The Power of a Good Story!
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TBD
4.0 Credits
Member Price: $149
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
ACPEN: Achieving Balance in Work and Life - Part 1
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TBD
4.0 Credits
Member Price: $149
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
ACPEN: Ethics – A Line in the Sand; Implications for Daily Business
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TBD
4.2 Credits
Member Price: $149
Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years
ACPEN: 2026 Spring Tax Update for Individuals with Steve Dilley
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TBD
4.0 Credits
Member Price: $149
Tips, overtime, car loan interest, and senior deduction developments Recent legislative developments, cases and rulings impacting individual taxpayers Federal Disasters—tax deduction options Individual income items, itemized deductions and credits Updated tax rate schedule and other inflation adjusted items Implications for self-employed taxpayers of various legislation
ACPEN: Impact of OBBBA 2025 on the Individual Taxpayer
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TBD
6.0 Credits
Member Price: $189
OBBBA 2025 – New law provisions, those extended or made permanent with and without changes, and those repealed Illustrative example of how the OBBA changes may impact the everyday taxpayer Inflation adjusted rates for 2025 and 2026 Dependent care credit Student loan deduction Review of other individual credits and deductions
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
ACPEN: A Practical Guide to Trusts
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TBD
8.0 Credits
Member Price: $250
Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT
ACPEN: K2’s Excel PivotTables For Accountants
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TBD
8.0 Credits
Member Price: $250
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query Analytical techniques available in PivotTables
ACPEN: Ethical Tax Practice Strategies in a Crisis World
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TBD
2.0 Credits
Member Price: $89
"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
ACPEN: Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs
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TBD
2.0 Credits
Member Price: $89
Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side’s wisdom
ACPEN: Treasury Circular 230 for EAs and Other Tax Preparers
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TBD
2.2 Credits
Member Price: $89
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority 26-27
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TBD
2.0 Credits
Member Price: $99
What is fiduciary duty, and how does it apply to a trustee or personal representative" What are the state statutory accounting rules, and where can you find them" What is fiduciary accounting income" What is fiduciary account principal" How does fiduciary accounting impact fiduciary taxation?
Form 706 Preparation Part 1: Overview Including Portability 26-27
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TBD
2.0 Credits
Member Price: $99
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1—4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
ACPEN: CPAs and Addictions: Finding Hope and Healing
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TBD
2.5 Credits
Member Price: $99
Prevalence of substance abuse and depression among CPAs compared to the general population Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues Identifying reasons why CPAs are reluctant to seek help Resources available for CPAs seeking help Support role that friends, loved ones and colleagues can play AICPA Code of Professional Conduct
Preparation, Compilation & Review Services 26-27
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TBD
4.0 Credits
Member Price: $175
All recently issued SSARS standards Financial reporting frameworks Distinguishing special purpose frameworks from GAAP CPAs reporting on financial statements Financial statement disclosures Recently issued ethics standards Peer Review Deficiencies
ACPEN: Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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TBD
4.0 Credits
Member Price: $149
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation