CPE Catalog & Events
Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers
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TBD
8.0 Credits
Member Price: $279
Reviews of portions of error-prone “staff-prepared” Forms 1120-S and 1065 from client-provided information What are common errors preparers make and what are the areas generating malpractice claims? Initial administrative groundwork The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review Reporting requirements and filing exceptions for Schedules K-2 and K-3 Don’t fall prey to reporting oddities When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065? Form 1120-S – What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding “open debt”; the default method of calculating basis versus the election under §1367; can an S corporation distribute earnings and profits from C corporation years? Form 1065 – New tax reporting requirement for partners’ capital balances Why use §704(b) to maintain capital accounts; §704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of §754 step-up in basis rules Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return
Exploring Internal Controls That Could Have Prevented Frauds
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
ACPEN: Exploring the 10 Types of Leadership: Styles and Strategies for Success
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TBD
1.0 Credits
Member Price: $39
Overview of ten distinct leadership styles Adapting leadership to different situations, teams, and organizational culture Characteristics, strengths, and limitations of various leadership style Self-reflection and identifying personal leadership tendencies Flexibility and adapting leadership approaches when circumstances change Strategies for team engagement and performance improvement
Numbers to Narrative: Storytelling in Business Communication
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Role of narrative in professional communicationSituation–complication–resolution frameworkNarrative arcs in business contextsIntegrating data within a structured storyDefining tension and resolution logicallyMaintaining accuracy while improving clarityApplication of storytelling framework to a workplace scenario
ACPEN: The Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 2
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TBD
1.2 Credits
Member Price: $39
Controller Management Financial Strategy Strategic Thinking Critical Thinking Financial Judgment
ACPEN: Awesome Business Lessons from the Past: Learn from the Best!
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TBD
2.0 Credits
Member Price: $89
The six methods to get others to like you How to learn what others want What are twelve ways to win others to your way of thinking? How to destroy your enemies What are the fundamental principles of Henry Ford’s success? Focus on technology, training and ‘Scientific Method’ Value of training and education The need for fun What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities What are the traps to avoid? How to use these principles to move your organization forward
ACPEN: Benefits and Best Practices for Telework
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TBD
2.0 Credits
Member Price: $89
Communication Business Management
ACPEN: Financial Accounting for Related Party Transactions
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TBD
2.0 Credits
Member Price: $89
FASB codification provisions for transactions with related parties, including business owners and special purpose entities Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities Reviews the tax accounting related taxpayer standards Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards
CFO Series: Do Creative Accountants Belong in Prison?
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Should accountants be creative?The pros and cons of creativityThe inherent problems of creativity; creativity is not an excuse!The tangled correlations between creativity, ethics and dishonestyThe interrelationship between the Code of Professional Conduct and creativityCitations from the Code of Professional Conduct.What is the impact of creative accounting on our constituencies?How to effectively and ethically harness creativity
Accounting for Income Taxes for Private Companies 26-27
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TBD
4.0 Credits
Member Price: $175
Sample Schedule M calculations Sample work papers for deferred tax computations Comprehensive two-year example and computations Review and analysis of recurring temporary differences Identification of the sources to compute "cumulative temporary differences" Sample workpapers for analysis of tax positions
Lease Accounting - Making Sense of the Standard 26-27
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TBD
4.0 Credits
Member Price: $175
What control of assets constitute a lease Embedded leases Fixed and variable consideration Determining the lease term Modifications and assessments Related party leases Presenting leases on financial statements Components of calculating liabilities and rights of use
Know Your Cost: Double Your Profit 26-27
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TBD
8.0 Credits
Member Price: $329
Why traditional approaches are inadequate How superior cost information can double your profit Make Activity Based Costing spreadsheet easy Recognize joint and by-products Add throughput costing to your toolbox Depreciation Interest and the cost of capital
Preparation, Compilations and Reviews—A Practical Workshop 26-27
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TBD
8.0 Credits
Member Price: $329
Preparation Compilations Reviews
ACPEN: K2’s Next Generation Excel Reporting
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TBD
8.0 Credits
Member Price: $250
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
ACPEN: K2’s QuickBooks Online For Accountants
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TBD
8.0 Credits
Member Price: $250
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
Exercise Your Ethics: Techniques to Improve Ethical Response
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Explore research for common answers to "what does ethics mean to you?" and examine whether those are valid.Identify common ethical barriers - reflecting the latest from the ACFE Report to the Nations.Discover ways to improve ethical response.Practice, using practical advice from leading thinkers in ethics.
ACPEN: Professional Skepticism for the Public Accountant
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TBD
1.0 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
Mining Your Firm Client Database for Revenue
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth.
ACPEN: Federal Disasters - How to Deduct Personal Casualty Losses
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TBD
1.0 Credits
Member Price: $39
Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025 Comparison of personal use casualties with business/investment casualties When to claim casualty losses How to postpone casualty gains Filled-in forms examples Time limits for amended returns
ACPEN: Embracing Neurodiversity in the Workplace
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TBD
1.0 Credits
Member Price: $39
Neurodiversity