CPE Catalog & Events
ACPEN: Balancing Employee and Employer Rights
-
TBD
1.0 Credits
Member Price: $39
Customary management functions Delegation of authority Implementing changes in terms of employment Fundamental duties owed to employer
ACPEN: A Strategic Approach to Understanding Compensation Structures
-
TBD
1.5 Credits
Member Price: $158
Compensation
ACPEN: The New Quality Management Standards - What Everyone Needs to Know
-
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: Risk Wrangling: Surviving the Modern Business Rodeo
-
TBD
2.0 Credits
Member Price: $89
Risk is the common thread in an evolving landscape Risk assessment Responding to assessed risks Auditing standards Other insights from AICPA guidance Fraud considerations The role of analytics Financial reporting considerations Risk mitigation
ACPEN: Tax Procedure
-
TBD
2.0 Credits
Member Price: $89
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
ACPEN: Building an Ethical Culture: Strengthening Your Ethical Backbone
-
TBD
2.0 Credits
Member Price: $85
Ethical Issues over the years Types of Business Ethics Issues Structure and application of the AICPA Code of Professional Conduct Role of social responsibility in shaping corporate behavior Factors For Evaluating Ethics Ethics 101 and Decision Making Profiling Ethical Culture
Accounting for the Gig Economy
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Characteristics unique to the gig economyIndependent contractor and employee classification considerationsRecordkeeping considerations for independent contractorsAccounting and reporting issues for gig economy participantsAudit and attestation for clients who participate in the gig economyTax and regulatory considerationsThe CPA as a trusted advisor for independent contractors
Self-Rental Real Estate: Passive Activity & Section 199A
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
ACPEN: Financial Statement Analysis
-
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
Microsoft 365 Application Lightning Round Review-Updated
-
TBD
0.0 Credits
Member Price: $55
The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps
ACPEN: Staff Retention Keep the Best People
-
TBD
3.0 Credits
Member Price: $109
Remote workforce Employee retention Staff turnover
ACPEN: K2’s Getting Control Of Your OneDrive Account
-
TBD
1.0 Credits
Member Price: $39
Comparing OneDrive, OneDrive for Business, and SharePoint OnlineManaging documents stored in OneDrive Using OneDrive as a collaboration tool Integrating OneDrive with other applications and services
AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution
-
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: Productivity Hacks for Working Remote
-
TBD
1.2 Credits
Member Price: $39
Virtual Work Remote Work Telecommuting Flexible Work Options
ACPEN: Common Deficiencies in Employee Benefit Plans
-
TBD
2.0 Credits
Member Price: $89
EBP Auditing Yellowbook
ACPEN: Drive Results with Metrics
-
TBD
2.0 Credits
Member Price: $89
Performance Metrics Budgets
The Ethic of Recruitment and Selection
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
What's Behind the Data?
-
TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
-
TBD
4.0 Credits
Member Price: $159
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
-
TBD
4.0 Credits
Member Price: $159
Timely coverage of breaking tax legislation Comprehensive coverage of the One Big Beautiful Bill Act (OBBBA) The latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals