CPE Catalog & Events
No Tax on Overtime: Payroll Compliance
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the Fair Labor Standards Act (FLSA) overtime provisionsDefinition of a “workweek” and the 40-hour thresholdTime-and-a-half requirement and exclusions from overtime payExempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions)Excluded payments (discretionary bonuses, reimbursements, retirement contributions)Step-by-step calculation examples for different compensation structuresBest practices for documentation and payroll systemsCase studies illustrating misclassification and miscalculation issues
Surgent's Guide to the AICPA Quality Management Standards
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Webinar
2.00 Credits
Member Price: $99
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
ACPEN: The Controllership Series - Financial Statement Preparation
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Webinar
2.60 Credits
Member Price: $99
Accounting Finance Financial Statement Preparation
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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Webinar
3.00 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: Fraud Assessment for Small and Medium Sized Businesses
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Webinar
4.00 Credits
Member Price: $149
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Building Security and Efficiency With Internal Control
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
Forgotten Managerial Accounting Tools for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
Power Skills: Professionalism and Client Interactions
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices when communicating with the client.Complicated scenarios for practice.
2026/27 Not-for-Profit GAAP Update
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline.The International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
ACPEN: The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
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Webinar
1.00 Credits
Member Price: $39
What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader
ACPEN: The Risks of Artificial Intelligence - Part 2
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Webinar
1.80 Credits
Member Price: $79
Society and cultural risks of AI Governance and control risks of AI Mitigation and Responsible AI
ACPEN: Introduction to Not-for-Profit Accounting
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Webinar
2.00 Credits
Member Price: $89
Not-for-Profit Accounting Accounting & Auditing Yellowbook
ACPEN: Schedule K-1: What is it & What Do I Do with It?
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Webinar
2.00 Credits
Member Price: $89
Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance
ACPEN: Nonprofit Tax Rules After OBBA: From Regulation to Reporting
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Webinar
2.00 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)
ACPEN: Anti-Money Laundering Warning Signs and Mitigation Techniques
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Webinar
2.00 Credits
Member Price: $85
Warning signs of money laundering Legal services Prevention AML mitigation methods Features to look for in AML solutions Ten things in AML watchlist provider
ACPEN: K2's Tech Update
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Webinar
2.00 Credits
Member Price: $89
AI's practical maturity has come of age with generative AI, Copilot in Microsoft 365, and AI-powered audit or CAS tools-now standard in mid-sized firms While still in the initial stages, quantum computing developments in quantum cryptography and long-range R&D investments demonstrate potential Interoperability is improving with MPC, Open API ecosystems, integrated platforms, and data portability as core decision-making factors Cybersecurity and AI governance underscore the importance of zero-trust architectures, AI usage policies, and compliance with FTC/IRS data security requirements
FASB & AICPA Update for Tax Professionals (Highlights) 26-27
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Webinar
2.00 Credits
Member Price: $99
Broadly applicable ASU effective in 2025 and beyond Significant recent SAS
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority 26-27
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Webinar
2.00 Credits
Member Price: $99
What is fiduciary duty, and how does it apply to a trustee or personal representative" What are the state statutory accounting rules, and where can you find them" What is fiduciary accounting income" What is fiduciary account principal" How does fiduciary accounting impact fiduciary taxation?
Fiduciary Accounting Part 3: Special Accounting Elections & Distributions 26-27
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Webinar
2.00 Credits
Member Price: $99
Analyze a traditional fiduciary accounting situation Determine the use of the reserve for depreciation Become acquainted with the special accounting rule for business assets Review the accounting treatment of distributions from entities
Monthly Federal Tax Updates - August 2026
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues