CPE Catalog & Events
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ACPEN: HR’s Role in Business Evolution: Strategy, Finance, and Growth
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TBD
2.0 Credits
Member Price: $89
Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI
ACPEN: Accounting for People: Workforce Trends, Costs, and Talent
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TBD
2.0 Credits
Member Price: $89
Trends in the modern workforce: demographics, generational shifts, remote work, and engagement The true cost of talent: hiring, retention, and turnover People as assets versus people as liabilities The varied challenges in accounting for human capital Metrics that matter: KPIs for employee performance and value Integrating people costs into financial strategy Navigating compliance, risk, and benefits
ACPEN: Metrics Which Every CFO, Controller and CPA Advisor Should Know
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TBD
2.0 Credits
Member Price: $89
Overview of financial metrics Ratios versus key performance indicators Purpose and use of metrics Balance sheet metrics Cash flow and liquidity metrics Profitability metrics Operational metrics Use of metrics in analysis
ACPEN: The Seven High Quality Questions that Lead to Success & Solutions
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TBD
2.0 Credits
Member Price: $89
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Mastering Partnership Basis: Inside and Outside Basis
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
Surgent's Lessons Learned from Successful Companies
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TBD
2.0 Credits
Member Price: $99
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
Surgent's Reducing a Business Owner Client’s Exposure to Social Security and Self-Employment Taxes
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TBD
2.0 Credits
Member Price: $99
Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income
ACPEN: Federal Tax Update for Individuals with Doug Van Der Aa
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TBD
4.0 Credits
Member Price: $149
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers
ACPEN: The Essential FASB Update with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
Hot GAAP topics Income Tax Disclosures Crypto Assets Governmental Grants Interim Reporting Lease Standard Post Implementation Review
ACPEN: 2026/27 Not-for-Profit Accounting & Auditing Update
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TBD
4.0 Credits
Member Price: $149
Accounting Standards Updates (ASUs) affecting not-for-profit organizations Introduction to and comparison of the International Non-Profit Accounting Standard (INPAS) U.S. GAAP considerations for NFP financial reporting AICPA auditing and attestation updates Quality management: monitoring and remediation responsibilities Updates to SSAEs, SSARSs, and group audits
ACPEN: K2’s Mastering Advanced Excel Functions
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TBD
4.0 Credits
Member Price: $149
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
Al Capone to Cybercrime: The Journey of IRS Special Agents
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
ACPEN: Fringe Benefits & Compensation Planning - Today and Beyond
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TBD
8.0 Credits
Member Price: $250
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
ACPEN: Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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TBD
8.0 Credits
Member Price: $250
Tax considerations in complex client situations Divorce and separation tax issues Filing status considerations Property division and marital property rules Child support and alimony tax treatment Bankruptcy and debt cancellation Foreclosure tax consequences Business dissolution and ownership transitions Dependency and family tax issues Refunds, deficiencies, and taxpayer obligations
Understanding and Creating an Internal Control System
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TBD
0.0 Credits
Member Price: $239
The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Round robin review of lesser known M365 appsReduce / eliminate internal email communications with Teams and SharePointCollaborate on spreadsheet and documents with your colleagues in real timeGet control of your appointment schedule with the Bookings appTap the full potential of OneNote as your primary repository for notes, correspondence and moreReplace email attachments with secure file sharing linksDocument business processes with the Stream appLeverage the power of AI in M365 with Copilot
ACPEN: Don't Be Spooked: Mastering Conflict Resolution
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TBD
1.0 Credits
Member Price: $39
Employee relations Conflict resolution
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.
ACPEN: Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 2 Technology Disruption, Artificial Intelligence an
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TBD
1.6 Credits
Member Price: $79
Artificial Intelligence Emerging Risks for Acccountants and Finance Cybersecurity Risks
The 10 Must Know Excel Features
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.