CPE Catalog & Events
ACPEN: Overcome Your Obstacles to Abundance
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TBD
4.0 Credits
Member Price: $149
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
ACPEN: There is NO Such Thing as ‘Business Ethics’ featuring John Levy and Don Minges
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TBD
1.0 Credits
Member Price: $39
Should ethical behavior be something that we always do? Is ethical behavior situational? Why being ethical will help you succeed personally and professionally. Consequences of not behaving ethically? Why trust matters? How we can make better ethical decisions in our professional lives.
ACPEN: Revenue Recognition - Topic 606 Overview
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TBD
1.8 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
ACPEN: 2026 AICPA Regulatory Ethics Update: VA-Approved
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TBD
2.0 Credits
Member Price: $89
Virginia ethics requirement (VBOA-approved course) AICPA Professional Ethics Executive Committee (PEEC) updates New interpretations and revised ethics guidance Ethics modernization initiatives and regulatory changes Standards affecting recruiting, CPE programs, and tax advisory services Impact of ethics developments on public and industry professionals Forward-looking PEEC projects and upcoming changes Strategies for compliance in an evolving ethical landscape
ACPEN: From Numbers to Narrative: Effectively Presenting Your Budget and Reporting
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TBD
2.0 Credits
Member Price: $89
Identifying the ‘Big Picture’ and your role in effective communication Communicating so others can understand us Understanding a presentation’s anatomy? Tips and tricks for budget presentations
ACPEN: K2’s Excel Tips – Today’s Best Features
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TBD
2.0 Credits
Member Price: $89
New features and functions in Excel How to improve efficiency and effectiveness when working in Excel Taking advantage of Copilot integration with Excel Better ways of creating and working with formulas
ACPEN: Introverts Have Real Power, Why Quiet Leaders are So Successful
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TBD
2.0 Credits
Member Price: $89
What are the signs of an Introvert? Why do we seek out extroverts? How do we communicate? Introvert characteristics Secrets of public speaking for Introverts How to help your Introverted child? Playing to an introvert’s strengths
ACPEN: Cash Flow Clarity: Effectively Communicate Cash Flows for your Board and C-Suite
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TBD
2.0 Credits
Member Price: $89
The importance and structure of the cash flow statement Understanding operating, investing, and financing activities Presenting the statement using the "Sources and Uses" approach How to tell the business story through cash flows and alternative reporting methods Identifying key drivers of cash and liquidity Bridging the gap between accrual accounting and understanding cash Communicating effectively with CEOs, boards, and non-financial stakeholders
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
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TBD
2.0 Credits
Member Price: $99
The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor How disgruntled independent contractors can use IRS Form 8919 against a former employer When and how to use §530 as a defense in worker classification audits What is "industry practice" for §530 purposes Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees The IRS’s Voluntary Classification Settlement Program — advantages and disadvantages The DOL Final Rule
Surgent's Excel Budgeting Ideas
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TBD
2.0 Credits
Member Price: $99
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
ACPEN: How to Develop Your System of Quality Management Using the AICPA Practice Aids
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TBD
3.0 Credits
Member Price: $109
Overview of Quality Management standards Scope of SQMS 1 Components of quality management Changes from prior standards AICPA practice aids Required documentation Risk assessment process Final documentation development
ACPEN: Expand Your Analytical Toolbox More Tools for Success
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TBD
4.0 Credits
Member Price: $149
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
ACPEN: The Essential SSARS Update with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
Preparation Engagements Compilation Engagements Review Engagements Quality Management Components Common Accounting and Reporting Issues Frequent Peer Review Matters
ACPEN: 2026 Tax Season Update for Individuals with Steve Dilley
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TBD
4.0 Credits
Member Price: $149
Update and integration of recent tax legislation impacting 2026 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2027 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes
ACPEN: Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration
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TBD
4.0 Credits
Member Price: $149
Legal and fiduciary responsibilities of the executor or personal representative Overview of the estate administration process from appointment through final distribution Filing requirements for Form 1040, Form 1041, and Form 706 Income in respect of a decedent (IRD) and basis adjustments Estate asset identification, valuation, and management Creditor claims, debt settlement, and distribution procedures Obtaining an EIN for the estate and IRS notice procedures IRS audit risks related to estate administration Executor liability considerations and risk management Estate accounting records, documentation, and communication with beneficiaries
ACPEN: K2’s Implementing Internal Controls In QuickBooks Online Environments
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TBD
4.0 Credits
Member Price: $149
Critical risks in QBO environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
ACPEN: 2026 Tax Season Update with Steve Dilley
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TBD
8.0 Credits
Member Price: $250
Update and integration of recent tax legislation impacting 2026 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2026 and 2027 tax rate schedules and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
ACPEN: Form 1040 Individual Income Tax Prep
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TBD
8.0 Credits
Member Price: $250
Overview of Form 1040 and filing requirements Filing status and dependent rules Income reporting, including wages, interest, and dividends Adjustments to income Standard vs itemized deductions Common individual tax credits Introduction to Schedule C and Schedule E Preparer responsibilities, due diligence, and Circular 230
Surgent's Advanced Critical Tax Issues for S Corporations
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TBD
8.0 Credits
Member Price: $279
Inclusion of OBBBA (One Big Beautiful Bill Act) provisions that are germane to this course Final regulations on “eligible terminated S corporations” (ETSCs) Cases, rulings, and tax law changes affecting S corporations Compensation planning in S corporations, including limitations in a family-controlled business; self-employment tax issues, including IRS efforts to address underreporing of S corporation officer compensation Use of redemptions: still some advantages Planning for the liquidation of an S corporation Tax issues for family ownership of S corporation stock Impact of the tax on net investment income on sales of S corporation stock Stock basis: Loss limitations, AAA, and distribution issues in depth Debt basis: what the regulations on back-to-back loans mean to investors Estate planning for S corporation shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance Built-in gains: the 5-year recognition period S corporation structuring: one class of stock Methods of accounting Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates New cases on revocation of S election in bankruptcy court and documentation of open account indebtedness and Chief Counsel Advice on carryover of losses for ESBTs
ACPEN: Business Etiquette & Mindfulness
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TBD
1.2 Credits
Member Price: $39
Communication Business Etiquette