CPE Catalog & Events
ACPEN: Maximizing the Tax Benefits of an Installment Sale
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TBD
1.0 Credits
Member Price: $39
Installment sale treatment eligibility When to elect out of installment sale treatment Installment sales of business assets Installment sale default and the rules for personal property vs real property Depreciation recapture
ACPEN: The Controllership Series - The Role of the Controller in ESG
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TBD
1.5 Credits
Member Price: $79
Accounting Finance SG Operations
ACPEN: Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
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TBD
1.8 Credits
Member Price: $79
Sarbanes-Oxley Accounting
ACPEN: The New Quality Management Standards - What Everyone Needs to Know
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TBD
2.0 Credits
Member Price: $89
Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted
ACPEN: Tactical Finance Leadership – Building the Finance Team of Tomorrow
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TBD
2.0 Credits
Member Price: $89
How the finance role has evolved—and where it is headed Technology, AI, and real-time financial information Knowledge obsolescence and the growing CPE gap Talent development, delegation, and employee engagement Integrating multi-generational workforces Emotional intelligence and communication skills for finance leaders Preventing bad decisions through structure and discipline Redefining what it means to be an effective CFO
Surgent's Choosing the Right Business Entity
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TBD
2.0 Credits
Member Price: $99
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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TBD
2.0 Credits
Member Price: $99
529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
ACPEN: Advanced IT Audit & Real-World Testing
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TBD
3.0 Credits
Member Price: $109
Information Technology General Controls (ITGC) Testing Audit Execution Workpapers
ACPEN: Financial Statement Analysis
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TBD
4.0 Credits
Member Price: $149
Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
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: Audit & Attest Quality Matters that Should be on Your Radar – Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements
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TBD
8.0 Credits
Member Price: $250
Applying professional skepticism to ensure quality work Meaningful risk assessment when designing work programs for various levels of services Proper planning and supervision of all engagements Accountant responsibilities for evaluating internal control Strengthening analytic procedures to support conclusions Complying with the Code of Professional Conduct and quality management standards
ACPEN: Multistate Taxation - Issues and Planning Opportunities
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TBD
8.0 Credits
Member Price: $250
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
ACPEN Signature 2026: Accounting & Auditing Update
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TBD
4.0 Credits
Member Price: $250
FASB Statements and Interpretations Statements on Auditing Standards and Statements on Quality Management Standards Ethics Interpretations (1 hour Ethics CPE) Statements on Standards for Accounting and Review Services
ACPEN: K2's Automation For Increasing Personal Efficiency And Effectiveness
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TBD
1.0 Credits
Member Price: $39
What are integration and automation? Exploring Integration Platform as a Service (iPaaS) tools and services Intelligent Voice Assistants (IVAs) and home automation systems Personal automation workflows and time-saving strategies Smart home integration and optimization
ACPEN: The Controllership Series - Managerial Accounting Basics and Costs
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TBD
1.2 Credits
Member Price: $39
Accounting Finance
ACPEN: A Guide to Sampling - Part 2
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TBD
2.0 Credits
Member Price: $89
Auditing Yellowbook
ACPEN: Conflicts of Interest: Dealing With Ethical Dilemmas in Business and Industry
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TBD
2.0 Credits
Member Price: $89
Do conflicts of interest matter? Are we aware of common conflicts of interest? What does the Code of Professional Conduct require? How to recognize Conflicts of Interest? Ethical issues regarding competence and gifts and entertainment Trade-offs involved in dealing with conflicts of interest? Suggestions on how to avoid conflicts of interest.
Preparation, Compilation and Review Issues - Highlights 26-27
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TBD
2.0 Credits
Member Price: $99
AR-C 60 AR-C 70 AR-C 80 and AR-C 90
Accounting and Auditing for the Construction Industry 26-27
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TBD
4.0 Credits
Member Price: $175
Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches Independent Contractor qualifications