CPE Catalog & Events
Al Capone to Cybercrime: The Journey of IRS Special Agents
-
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: Maintaining a Harmonious Working Environment
-
TBD
1.0 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments Scripts for addressing potential and actual sexual harassment situations Consensual relationships between leaders and their subordinates Effective violence prevention measure Survival tactics in active violence situations
ACPEN: AI Risk Fundamentals: Understanding Emerging Tech Threats
-
TBD
1.0 Credits
Member Price: $39
AI Landscape Risks Core AI Technologies Security Vulnerabilities Privacy Concerns Assessment Frameworks
ACPEN: Individual Tax Update 2026: Cases, Rulings & Real-World Impact
-
TBD
2.0 Credits
Member Price: $89
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
ACPEN: Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence
-
TBD
2.0 Credits
Member Price: $89
How well-designed analytic procedures enhance audit quality Elements of strong analytic procedures Selecting the proper analytic, and altering the strength for the intended purpose Evaluating the data used in generating expectations Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained
ACPEN: Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts
-
TBD
2.0 Credits
Member Price: $89
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting
ACPEN: International Tax Treaties
-
TBD
2.0 Credits
Member Price: $89
Tax treaties Tax impact of cross-border transactions
ACPEN: International Cross Border Transactions
-
TBD
2.2 Credits
Member Price: $89
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk
ChatGPT for Accountants: 50+ Use Cases
-
TBD
0.0 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
-
TBD
2.0 Credits
Member Price: $99
Major 2026 tax form changes as they relate to individual taxpayers How 2026 tax developments impact 2026 tax forms
ACPEN: Public Speaking Secrets That Wow Audiences
-
TBD
4.0 Credits
Member Price: $149
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
ACPEN: Doing Debt Differently - Your Roadmap to Changes & Choices for Success
-
TBD
4.0 Credits
Member Price: $149
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Common Deficiencies in SSARS Engagements
-
TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Frequent problem areas in preparation, compilation, and review engagementsThe root causes of noncompliancePractical approaches firms can use to improve consistency, documentation, and overall engagement performance
ACPEN: Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
-
TBD
8.0 Credits
Member Price: $250
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
2025-2026 Federal Tax Updates - Business Entities
-
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 Signature 2026: Governmental Accounting & Auditing Update
-
TBD
4.0 Credits
Member Price: $250
GASB Pronouncements Single Audit Issues Yellow Book Issues Audit Issues Federal Funding and Single Audit Challenges
ACPEN Signature 2026: Partnership and LLCs Update
-
TBD
8.0 Credits
Member Price: $250
IRS audits Allocations and Basis Proper reporting Valuation of closely held business interests Impact of the Sirius Solutions Decision
Surgent's S Corporation Core Tax Issues From Formation Through Liquidation
-
TBD
8.0 Credits
Member Price: $279
What exactly is terminating S corporations, including recent rulings Schedules K-2 and K-3 reporting requirements and filing exceptions Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Shareholder changes Living Trust and causes S termination LLCs electing S status, changing agreement could terminate election Inherited a new client with reporting errors? What are my options? Debt vs. equity and §385; Federal Express battled and won, how do we? Are we to expect SECA tax on pass-through entities? Shareholders losing “substance over form” argument Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses Can I accrue expenses payable to a shareholder? Sure, but can I deduct them? How §179 limitations affect S corp. basis Comparison of liquidation of a C corporation vs. the liquidation of an S corporation Did not timely file Form 2553? A simple method to correct Is there a “flexible standard of law” in regard to closely held entities?
Retirement Planning: Next Stage for You or Your Client
-
TBD
0.0 Credits
Member Price: $89
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
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