CPE Catalog & Events
ACPEN: The Preparation of Form 706 - Line-by-Line
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TBD
3.0 Credits
Member Price: $109
Overview of Form 706 and estate tax fundamentals Gross estate valuation and inclusion rules Deductions, credits, and tax computation Portability election and its implications Filing deadlines and procedural requirements Common issues and IRS audit triggers Legislative changes affecting estate taxation
ACPEN: Cybersecurity & IT Risk for IT Auditors and Financial Auditors
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TBD
3.0 Credits
Member Price: $109
Cybersecurity IT Risk Governance IT Security Framework(s)
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
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TBD
4.0 Credits
Member Price: $159
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How recent developments have affected compliance and customer service
Managerial Accounting: Your Prescription for Better Decision
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TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Comprehensive FASB & AICPA Update for Tax Professionals 26-27
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TBD
6.0 Credits
Member Price: $259
Broadly applicable ASU effective in 2025 and beyond Significant recent SAS Tax-basis financial statements
Financial Statement Presentation, Disclosure, and Analysis
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:U.S. GAAP and Special purpose frameworksForm and content of financial statements: Balance sheets; Income statements; Statements of cash flows; Retained earnings and/or owners’ equity statements; Comprehensive income; Supplementary informationComparative vs. single-period financial statementsSufficiency of disclosuresIllustrative disclosures frequently encountered in small-to-medium reporting entitiesIndustry-specific nuancesPurposes of financial statement analysis Trend analysis and vertical & horizontal analysisSimple and multivariate regressionAnalysis of metricsAssessment of liquidity, solvency, and profitabilityUsing data visualizationsThe role of qualitative factors
Build Better Budgets: Fundamental Techniques
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
CFO Solutions to IRS Problems
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
ACPEN: Understanding the Tax Implications of Retirement Plan Distributions
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TBD
1.0 Credits
Member Price: $39
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
ACPEN: Businesses Receiving Government Assistance
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TBD
2.0 Credits
Member Price: $89
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions
ACPEN: Ethical Leadership: Power, Influence, Integrity, and Trust
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TBD
2.0 Credits
Member Price: $89
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
Integrate ChatGPT into Your Client Advisory Services-Updated
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TBD
0.0 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
Surgent's Adapting to OBBBA Changes: A Strategic Review
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TBD
2.0 Credits
Member Price: $119
Business losses The SALT cap Implementing Section 1202 changes Form 1099 reporting changes Business meals Health care–related issues Family and medical leave Other crucial OBBBA provisions
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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TBD
3.0 Credits
Member Price: $149
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
ACPEN: The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
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TBD
4.0 Credits
Member Price: $149
OCBOA financial statements Cash and Modified Cash Basis Tax Basis Unique Reporting and Disclosure Requirements Frequent Peer Review Matters
Deep Dive Into Common Auditing Deficiencies
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TBD
0.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
Understanding and Creating an Internal Control System
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TBD
0.0 Credits
Member Price: $239
The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
The Art of Engaging in Difficult Conversations
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TBD
2.0 Credits
Member Price: $89
The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid
ACPEN: The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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TBD
1.0 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Business Partnerships: Managing Supplier Relationships
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials