CPE Catalog & Events
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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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
Surgent's Preparing and Writing Findings in Yellow Book and Single Audits
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TBD
4.0 Credits
Member Price: $159
The types of audit findings reported in Yellow Book and single audit engagements The finding elements required by the GAO and OMB standards Where audit findings get communicated in the reporting process
Understanding Internal Control Constructs
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
ACPEN: ProActive Response Group De-Escalation Training
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TBD
1.2 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
ACPEN: Mastering Form 7217: A Guide to Partnership Property Distribution
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TBD
1.0 Credits
Member Price: $39
Property distributions in liquidation of a partner’s interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 – new in 2024 The Section 754 election and its role in partnership property distributions
ACPEN: Sticky Ethical Choices, featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
ACPEN: Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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TBD
1.0 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
ACPEN: Learning to Teach "Tax" as a Second Language
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TBD
1.0 Credits
Member Price: $39
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
ACPEN: The Entrepreneurial Spirit - A Leadership Perspective
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TBD
1.2 Credits
Member Price: $39
Leadership Entrepreneurial Behavior Entrepreneurial Thinking
ACPEN: Providing Ethical Leadership: Learning to be the Best Version of Yourself
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TBD
1.2 Credits
Member Price: $39
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person’s sphere of influence.
ACPEN: I want the TRUTH: Preparing to be an Expert Witness
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TBD
1.0 Credits
Member Price: $89
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
ACPEN: Ethical Intelligence for Artificial Intelligence
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TBD
2.0 Credits
Member Price: $89
Benefits and pitfalls of artificial intelligence in the accounting profession Selecting and utilizing artificial intelligence resources Applying professional skepticism to results Maintaining independence while utilizing artificial intelligence Upholding client confidentiality Data security and retention Citation of sources and related reporting considerations
ACPEN: Financial Acumen for Today's HR Leader
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TBD
2.0 Credits
Member Price: $89
Financial Statement Insight Trend Analysis Financial Benchmarks
Generative AI Strategy for Accountants
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Evolution and current state of AI technologies in accountingDevelopment of comprehensive AI usage policies and guidelinesImplementation frameworks for integrating AI into accounting workflowsStrategic approaches to AI-driven process automation and optimizationMethods for identifying and capitalizing on AI opportunitiesBest practices for human-AI collaboration in accountingRisk management and ethical considerations for AI implementation
Partnership/LLC Taxation: Tax Basis Capital Accounts
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
Surgent's Nuts & Bolts of Cryptocurrency Taxation & 1099-DAs
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TBD
2.0 Credits
Member Price: $99
Cryptocurrencies and their use cases Safely interacting with cryptocurrency and NFTs (buying, selling, and storing) Tax implications of investing in cryptocurrency, running a mining operation, using NFTs, and using cryptocurrency as a payment method Challenges in dealing with cryptocurrency-related clients How to handle 1099-DAs Implications of the IRS's latest guidance on digital assets Applying tax planning opportunities Serving clients with cryptocurrency transactions using a tool like CoinTracker.com
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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TBD
2.0 Credits
Member Price: $99
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
ACPEN: Introduction to Amplified Management Practice (AMP)
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TBD
2.5 Credits
Member Price: $99
Critical Mindsets Vitalizing - Translating customer needs into actionable goals Conducting- Organizing people, tools, and inputs for efficient execution Reinforcing- Turning organizational challenges into opportunities
ACPEN: Global Internal Audit Standards (GIAS) Domain III - Part 1
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TBD
1.0 Credits
Member Price: $99
Internal Audit GIAS IPPF Standards Accounting Internal Controls
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate
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TBD
3.0 Credits
Member Price: $149
The federal transfer tax exemption What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount