CPE Catalog & Events
Surgent's Business Writing: Professional & Effective Emails
-
TBD
2.0 Credits
Member Price: $99
Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails
Surgent's Exploring Business Valuation Fundamentals
-
TBD
2.0 Credits
Member Price: $119
What does value mean? Technical vs. fundamental analysis Intrinsic value Other discounted cash flow models Assumptions in the Gordon Growth Model Valuations using free cash flows Residual income model Enterprise value Value in mergers and acquisitions Small business valuations and discounts Advanced valuation models
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know
-
TBD
2.0 Credits
Member Price: $99
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Surgent's Tax Practitioner Horror Stories
-
TBD
2.0 Credits
Member Price: $99
Tax practitioner “horror stories” that illustrate what tax practitioners should try to avoid at all costs Avoiding malpractice lawsuits brought against tax practitioners
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
-
TBD
2.0 Credits
Member Price: $99
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
ACPEN: The Essential A&A Update with Renee Rampulla
-
TBD
2.0 Credits
Member Price: $149
Crypto Assets Governmental Grants Income Tax Disclosures Group Audits Fraud Quality Management
ACPEN: Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
-
TBD
4.0 Credits
Member Price: $149
Leadership Management
ACPEN: 2026 Tax Season Update for Individuals with Steve Dilley
-
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: Corporate Ethics Cases: Discuss Real Life Conflicts
-
TBD
4.0 Credits
Member Price: $149
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
ACPEN: 2026 Tax Season Update with Steve Dilley
-
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: Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
-
TBD
1.0 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
ACPEN: Business Etiquette & Mindfulness
-
TBD
1.2 Credits
Member Price: $39
Communication Business Etiquette
ACPEN: K2’s Data Security And Privacy Issues And Solutions
-
TBD
2.0 Credits
Member Price: $89
Understanding the differences between data security and data privacy The major types of security and privacy breaches Key steps you can take to mitigate your risks of becoming another victim
ACPEN: Internal Control Fundamentals
-
TBD
2.0 Credits
Member Price: $89
COSO Yellowbook Auditing
ACPEN: Listening to the Statement of Cash Flows
-
TBD
2.0 Credits
Member Price: $89
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
ACPEN: The Preparation of Form 709 – Line-by-Line
-
TBD
2.0 Credits
Member Price: $89
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
ACPEN: Leading Risk Management Practices in a Dynamic Risk Environment - Part 1
-
TBD
1.0 Credits
Member Price: $89
Risk Management Governance Risk Assessment
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 26-27
-
TBD
2.0 Credits
Member Price: $99
The Differences between a Simple and Complex Trust The Use of the Tier System with Complex Trusts Review of Basic Requirements of the Charitable Contribution Deduction under IRC Sec. 642(c) Preparation of a Tax Spreadsheet for a Complex Trust Preparation of a Tax Spreadsheet for a Complex Trust with a Charitable Contribution Deduction Complex Problem Form 1041 Examples with Spreadsheets and Exhibits
ACPEN: Managing Your Money in Retirement
-
TBD
3.0 Credits
Member Price: $109
Social Security Retirement Asset allocation Fraud
ACPEN: ProActive Response Group De-Escalation Training
-
TBD
1.2 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment