CPE Catalog & Events
ACPEN: Stand Out - How to Create a Unique Employer Brand
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TBD
1.0 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
ACPEN: How to Audit Prepaid Expenses
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TBD
2.0 Credits
Member Price: $89
Pre-paid Expenses Auditing Yellowbook
ACPEN: Internal Control Best Practices
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TBD
2.0 Credits
Member Price: $89
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
ACPEN: Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence
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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: Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A
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TBD
4.0 Credits
Member Price: $149
Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property - both for Sections 199A and 469 Reporting using Form 1040, Schedule E, page 1 and 2 Self-rental property and the Form 8582 (passive activity)
ACPEN: Mergers and Acquisitions: Complete Guide to Relevant Issues
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TBD
2.0 Credits
Member Price: $89
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination
ACPEN: Critical Thinking Skills: Prevent Mistakes Now
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TBD
2.0 Credits
Member Price: $89
Critical Thinking Communication
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: K2's Automation For Increasing Personal Efficiency And Effectiveness
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TBD
1.0 Credits
Member Price: $39
What are integration and automation? Exploring Integration Platform as a Service (iPaaS) tools and services Intelligent Voice Assistants (IVAs) and home automation systems Personal automation workflows and time-saving strategies Smart home integration and optimization
ACPEN: A Guide to Sampling - Part 2
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TBD
2.0 Credits
Member Price: $89
Auditing Yellowbook
ACPEN: Common Deficiencies in Employee Benefit Plans
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TBD
2.0 Credits
Member Price: $89
EBP Auditing Yellowbook
ACPEN: Advanced Cost Accounting: Eliminate Calculation Distortions
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TBD
2.0 Credits
Member Price: $89
Cost Accounting
Surgent's Tax Planning for Rental Real Estate
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TBD
4.0 Credits
Member Price: $179
Rental activities and passive activities Material participation Real estate professional status Active participation status Depreciation recapture – Sections 1245, 1250, and 291 Vacation homes rented out QBI deduction and rental properties Section 1237 safe harbor for divided parcel sales Practitioner considerations
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
ABC Trust Planning and the Portable Exclusion 26-27
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TBD
8.0 Credits
Member Price: $329
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts "B" (Bypass) trusts "A" (Survivor's)/—C" (QTIP) trusts planning "QDOT" (Qualified Domestic Trust) planning What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill
Financial Reporting Fundamentals 26-27
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TBD
8.0 Credits
Member Price: $329
Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)
ACPEN: Emerging Risks and Resilience - How Accountants and Finance Professionals are Leading the Way - Part 1 Building Organizational Resilie
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TBD
1.4 Credits
Member Price: $39
Risks Accounting Finance Economy Information Technology Data Governance