CPE Catalog & Events
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Surgent's Capital Assets: Basis and Taxation for Financial Professionals
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TBD
2.0 Credits
Member Price: $119
Capital asset classification and basis determination Realization vs. recognition rules and special scenarios Disallowed losses and related limitations Types of capital gains and losses and their tax treatment Netting capital gains and losses Calculating taxes on ordinary income and capital gains Marginal vs. effective tax rates Tax planning strategies for capital assets
Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping
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TBD
2.0 Credits
Member Price: $99
Obligations of confidentiality and safekeeping Security best practices to apply beyond work Likely causes and effects of a large-scale cyberattack Email security best practices Remote work security Mobile device security Internet of Things (IoT) risks Public Wi-Fi risk and the importance of using a VPN Recognizing and avoiding text message/phone call phishing Data loss prevention (DLP)
Taxation of the Cannabis Industry
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Industrial hemp vs. marijuana.Income definitions under I.R.C. §61.Tax code restrictions: §280E and §471.State-specific marijuana laws.Cash management in cannabis businesses.Federal court case analysis.
ACPEN: Global Internal Audit Standards (GIAS) Domain IV - Part 1
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TBD
1.2 Credits
Member Price: $99
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
ACPEN: K2’s Excel Best Practices
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TBD
8.0 Credits
Member Price: $250
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
ACPEN: A Practical Guide to Trusts
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TBD
8.0 Credits
Member Price: $250
Trustee responsibilities and trust administration Strategies for probate avoidance and efficient asset distribution Tax treatment of revocable living trusts Marital deductions and bypass trusts Uses of irrevocable trusts in estate planning Benefits of irrevocable life insurance trusts Multi-generational wealth planning with dynasty trusts Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT
2025-2026 Federal Tax Updates - Business Entities
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Current business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
ACPEN: The Single Audit from Beginning to End Update
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TBD
4.0 Credits
Member Price: $250
Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
Accounting for and Auditing Cryptocurrency & Digital Assets
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
ACPEN: Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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TBD
1.0 Credits
Member Price: $39
Communications Self-Awareness Leadership
ACPEN: Preparing to be a Forensic Accountant - Cloud Forensics
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TBD
1.4 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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TBD
1.5 Credits
Member Price: $79
Accounting Finance Cashflow
ACPEN: Ethical Tax Practice Strategies in a Crisis World
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TBD
2.0 Credits
Member Price: $89
"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
ACPEN: Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs
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TBD
2.0 Credits
Member Price: $89
Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side’s wisdom
ACPEN: Advanced Excel: Hidden Secrets and Gems
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TBD
2.0 Credits
Member Price: $89
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
ACPEN: Real Estate Professionals: Passive Activity, Sec. 199A and Investment Income Tax
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TBD
2.0 Credits
Member Price: $89
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How ""real estate business"" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the ""grouping"" election for passive activities and the flow-through deduction
Technology Trends for CPAs and CFOs: 2026 Update
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsIoT (Internet of Things) and Big DataData analytics and KPI dashboards the new financial reporting modelGenerative AI and Agentic AI in 2026Blockchain technology and smart contractsCryptocurrency 15 market and technology updateCurrent state of the software applications technology
ACPEN: The Art of Marketing for CPAs
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TBD
4.0 Credits
Member Price: $149
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Comprehensive Accounting and Financial Reporting Update
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TBD
0.0 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
ACPEN: K2’s Excel Essentials For Staff Accountants
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TBD
8.0 Credits
Member Price: $250
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks