CPE Catalog & Events
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ACPEN: Passive Activities & Rental Real Estate Income Tax Issues
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TBD
8.0 Credits
Member Price: $300
Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162 How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships Definition of an activity and the activity grouping and disclosure rules Real estate professional exception to the PAL rules for investments in non-passive rentals Special $25,000 loss allowance for rental real estate with active participation Material participation safe harbor rules Events that trigger suspended PALs Limitations on tax credits generated by passive activities Special rules that re-characterize passive income to non-passive income What rentals are subject to self-employment tax under §1402
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
Navigating IRS Authorizations: Form 2848 & Form 8821
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
Common Deficiencies in SSARS Engagements
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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: State of Privacy
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TBD
1.0 Credits
Member Price: $39
State of Privacy Findings Staffing Trends Budget Forecasts Privacy by Design AI Impact
ACPEN: The Ethics Hour: Ethics is the Engine to Better Leadership: Taking Action, featuring Bob Mims and Don Minges
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TBD
1.0 Credits
Member Price: $39
How are ethics, trust and leadership interrelated Why do we only follow ethical leaders Why do our actions and behaviors matter The value of ethical leaders The need to communicate is crucial to gain trust
ACPEN: Embracing Neurodiversity in the Workplace
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TBD
1.0 Credits
Member Price: $39
Neurodiversity
ACPEN: The Controllership Series: The Controller's Role in Digital Transformation
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TBD
1.4 Credits
Member Price: $39
Accounting Finance Information Technology AI and Digital Transformation
ACPEN: Resolving Ethical Dilemmas—You Make the Call
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TBD
1.5 Credits
Member Price: $79
Ethical frameworks Threats and safeguards to objectivity and independence
ACPEN: Scared Straight: White Collar Crime and Beyond
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TBD
2.0 Credits
Member Price: $89
Fraud Prevention Accounting Business Ethics
ACPEN: Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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TBD
2.0 Credits
Member Price: $89
Auditing & Accounting Yellowbook Budget Process
ACPEN: Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies
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TBD
2.0 Credits
Member Price: $89
Overview of Section 25F and legislative intent Eligibility requirements and qualifying contributions Credit calculation and limitations State-by-state conformity and eligibility considerations Interaction with other federal and state tax provisions Compliance, documentation, and reporting considerations Common pitfalls and audit risks
IRS Penalties and Abatements
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Making Effective Decisions When You Can't Get What You Want
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TBD
0.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Decision-making fundamentalsCost-volume-profit refresherOptimization analysisConstraint mitigation strategiesCoping with incomplete informationSolver and other Excel capabilitiesQualitative considerations
Surgent's A Complete Tax Guide to Exit Planning
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TBD
2.0 Credits
Member Price: $99
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Surgent's The Art of Delegation: Strategies for Improving Your Skills
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TBD
2.0 Credits
Member Price: $99
What is delegation? Why is delegation important? When and to whom should tasks be assigned? How can you delegate effectively? How do you deal with problems and issues when they arise?
ACPEN: Ask Me No Questions and I Will Tell You No Lies
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TBD
3.0 Credits
Member Price: $109
Types of Stress Indicators Verbal Cues Nonverbal Communication Behavioral Context Truth-Elicitation Techniques
ACPEN: 10 Keys to Outstanding Service and More Referrals
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TBD
4.0 Credits
Member Price: $149
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
ACPEN: Not Just Your Everyday FASB Update
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TBD
4.0 Credits
Member Price: $149
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
ACPEN: Enhancing Performance Through Effective Coaching
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TBD
4.0 Credits
Member Price: $149
Coaching Effective Communication Problem Solving Use of AI as a coaching tool