CPE Catalog & Events
ACPEN: Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics
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TBD
1.0 Credits
Member Price: $39
Speak up Culture Ethical Culture Internal complaint reporting and investigations
ACPEN: Leading Up: The Superpower Every Ascending Leader Needs
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TBD
2.0 Credits
Member Price: $89
The consequences of upward leadership failure. Building credibility with your boss, Serving multiple bosses. Making the business case for your ideas.
ACPEN: Global Internal Audit Standards (GIAS) Domain II – Part 2
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TBD
1.0 Credits
Member Price: $89
Internal Audit Standards GIAS Accounting Internal Controls
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
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
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TBD
2.0 Credits
Member Price: $99
Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation
ACPEN: S Corporation Checkup: Tax Issues & Forms Reporting
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TBD
4.0 Credits
Member Price: $149
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process
ACPEN: Business Ethics: Cases from the Real World
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TBD
4.0 Credits
Member Price: $149
Why are ethics so complicated? What trade-offs must we make to solve ethical predicaments? What can we do? Should you speak up or be quiet? What do I do when I find myself in an ethical predicament? What are fundamental ethical principles for a businessperson? Is ethics situational? What is the Fraud Triangle? How do we resolve ethical issues?
ACPEN: Creative Strategies for Buying, Selling, or Gifting a Business
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TBD
8.0 Credits
Member Price: $250
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
ACPEN: Consulting Services Secrets
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TBD
1.0 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
ACPEN: Business Valuation - Asset Approach
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TBD
1.0 Credits
Member Price: $39
Fundamentals of Business Valuation and Appraisal Standards The Asset Approach: Methods, Applications, and Analysis
ACPEN: 2026/27 Single Audit Update
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TBD
1.0 Credits
Member Price: $39
2024 Uniform Guidance overhaul Increase in Single Audit threshold to $1 million Audit planning and execution impacts 2025 AICPA GAS/Single Audit Guide (Appendix B) updates Audit efficiency and compliance considerations
ACPEN: The Hardest Ethical Dilemma! Why Revenge Will Always Backfire, featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
The quest for fairness Human nature Our natural reaction Selfishness Conflicts of interest Equity Justice How is the Golden Rule misused? The allure of revenge and how it destroys? Understanding rationalizations How the “Integrity and Objectivity Rule” will lead to better decisions?
ACPEN: How to Audit Prepaid Expenses
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TBD
2.0 Credits
Member Price: $89
Pre-paid Expenses Auditing Yellowbook
ACPEN: Mastering Charitable Remainder Trusts and Form 5227 Compliance
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TBD
2.0 Credits
Member Price: $89
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
ACPEN: K2's AI: Real Tools, Real Results
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TBD
2.0 Credits
Member Price: $89
Practical AI tools and applications in accounting and finance Implementation strategies and ethical considerations Measuring results and ROI from AI adoption
ACPEN: K2's Tech Tuneup Tips
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TBD
2.0 Credits
Member Price: $89
Technology Tuneup Mindset. Identifying small technology changes that deliver outsized productivity and reliability gains Workstation and Device Optimization. Improving performance, stability, and usability of desktops, laptops, and mobile devices Software and Application Efficiency. Leveraging built-in features, reducing tool overlap, and improving day-to-day application usage Workflow and Collaboration Improvements. Streamlining email, file management, task visibility, and team collaboration
PFP Update: Investment Planning in This New Era 26-27
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TBD
2.0 Credits
Member Price: $99
Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessomg market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio
Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27
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TBD
4.0 Credits
Member Price: $175
Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
ACPEN: Financial & Tax Accounting for Partnerships & LLCs
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TBD
4.0 Credits
Member Price: $149
Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs
Strategy, Risk and Finance: Why We Do What We Do 26-27
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TBD
8.0 Credits
Member Price: $329
Why do most strategic plans fail" Why so many formerly strong organizations have failed Why most organizations have a poor strategic plan and how to correct this The many risks that must be addressed: Financial risk, execution risk, commercial, business, and strategic risks as well as commonly overlooked risks How Behavioral Economics will help address the risk