CPE Catalog & Events
ACPEN: Leaders Eat Last. Why? The Characteristics of Great Leaders
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TBD
2.0 Credits
Member Price: $89
What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader
ACPEN: Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts
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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: Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value
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TBD
2.0 Credits
Member Price: $89
How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work? Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget
ACPEN: K2’s Collaboration – Best Platforms And Practices
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TBD
2.0 Credits
Member Price: $89
The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools
ACPEN: Estimates, Contingencies and Going Concern
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TBD
2.0 Credits
Member Price: $89
Overview of accounting estimates and uncertainties Going concern accounting and auditing considerations SAS 132 requirements SAS 143 requirements Loss and gain contingencies Guarantees Credit losses Impact on financial reporting and auditing
ACPEN: Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
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TBD
2.0 Credits
Member Price: $89
Who is your customer? What is solution-based planning for customer value? Recognizing internal customers (e.g., departments served by finance) Exploring profitability differences between customers with similar revenue Creating and sustaining a customer value pyramid
Surgent's Understanding How the IRS Rewards Whistleblowers
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TBD
2.0 Credits
Member Price: $99
Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims
ACPEN: Common Yellow Book & Single Audit Deficiencies
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TBD
4.0 Credits
Member Price: $149
Common peer review deficiencies in Yellow Book engagements Common peer review deficiencies in Single Audit engagements Yellow Book requirements (independence, CPE, reporting) Single Audit compliance requirements Internal controls over compliance Compliance testing and major program determination Root causes of audit deficiencies and prevention strategies
ACPEN: Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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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
ACPEN: K2’s Securing Your Data: Practical Tools For Protecting Information
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TBD
4.0 Credits
Member Price: $149
Understanding today's cybersecurity risks Identifying significant cybersecurity risks Implementing specific steps to reduce risk
ACPEN: Form 1040 Individual Income Tax Prep
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TBD
8.0 Credits
Member Price: $250
Overview of Form 1040 and filing requirements Filing status and dependent rules Income reporting, including wages, interest, and dividends Adjustments to income Standard vs itemized deductions Common individual tax credits Introduction to Schedule C and Schedule E Preparer responsibilities, due diligence, and Circular 230
ACPEN: K2’s Getting Control Of Your OneDrive Account
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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
ACPEN: Common Deficiencies in Employee Benefit Plans
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TBD
2.0 Credits
Member Price: $89
EBP Auditing Yellowbook
ACPEN: Nonprofit Tax Rules After OBBA: From Regulation to Reporting
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TBD
2.0 Credits
Member Price: $89
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
PFP Update: Issues, Exposures and Developing Client Strategy 26-27
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TBD
2.0 Credits
Member Price: $99
Cash flow management Insurance, investment, income tax, education, retirement and estate planning Understanding client issues, diagnosing client exposures and determining client solutions Closely held business owner strategies
Surgent's Managing Up the Ladder
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TBD
2.0 Credits
Member Price: $99
Influence, persuasion, and power Navigating without position power
Surgent's Tax Research - Intermediate Concepts
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TBD
2.0 Credits
Member Price: $119
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
ACPEN: LLC's & S Corps -- A Comparative Analysis
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TBD
4.5 Credits
Member Price: $169
Comparative analysis of LLCs and S Corporations Entity formation, compliance, and operational structures Self-employment tax and its implications for LLCs and S Corporations Form 2553 preparation and relief for late filings Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application S Corporation eligibility errors and corrective measures Corporate governance and formalities for both entity types Shareholder stock and debt basis for S Corporations Forms 1120S, 1065, and related schedules (K-1, K-2, K-3) Officer reasonable compensation and general partner guaranteed payments Audit strategies, estate planning, and business continuation planning
ACPEN: S Corporations: Tax Compliance, Elections, and Best Practices
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TBD
8.0 Credits
Member Price: $250
Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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TBD
4.0 Credits
Member Price: $159
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Artificial intelligence Financial risk analysis Enterprise risk management, including looking at AI Improving bank relationships