CPE Catalog & Events
The Controllership Series - The Future Role of the Controller Part 2
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Webinar
1.50 Credits
Member Price: $59
Accounting and Finance
Analytical Procedures for Nonprofits
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Webinar
2.00 Credits
Member Price: $79
How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits The required elements of a substantive analytic procedures to address detection risk Tips and traps of applying an analytic approach to satisfy audit objectives Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users Common ratios and trends to assess liquidity, operating efficiency, leverage, and more
Depreciating & Expensing Business Assets
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Webinar
2.00 Credits
Member Price: $79
Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits Rev. Proc. 87-57 and MACRS ADS depreciation for electing farm and real estate business Update on recent developments
Get started with Power BI
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 - 2 hrs
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Webinar
2.00 Credits
Member Price: $79
Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution
Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
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Webinar
2.00 Credits
Member Price: $99
Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
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Webinar
2.00 Credits
Member Price: $99
Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act
The Successful Family Business
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Webinar
4.00 Credits
Member Price: $129
Business Management Organization
2025 Annual Update for Accountants & Auditors
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Webinar
3.00 Credits
Member Price: $189
Accounting Standards Updates Auditing & Accounting Yellowbook
Hands-On Tax Return Workshop - S Corporations (Form 1120S)
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Webinar
8.00 Credits
Member Price: $300
Extensive review of the S corporation income tax laws with an emphasis on any new legislative Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items Discuss how schedule K items get allocated to shareholders on their schedule K-1s Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Talk about the unreasonably low officer compensation issues Learn the special tax treatment of fringe benefits paid to 2% shareholders and family members Schedule M-1 – calculate the reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – detailed step-by-step calculation of the AAA, PTI, E&P and OAA accounts Basic overview of the tax treatment of distributions including when a S corporation has prior C corporation earnings and profits (E&P) Review the importance and basics of calculating a shareholder’s stock and debt basis Basic overview of the potential S corporation built in gains tax from the conversion of a C to S corporation
2024 Comprehensive Estate Planning: Administration & Postmortem Strategies
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Webinar
8.00 Credits
Member Price: $225
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
2025 Individual Tax Update: Form 1040 Essentials
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Webinar
8.00 Credits
Member Price: $225
Form 1040: Precise Tax Submissions Recent Tax Code Changes: Updated Filings IRC Sections Analysis: Understanding Tax Regulations Updates in Income Taxation: Compliance Assurance New Credits and Deductions: Maximizing Benefits Complex Income Issues: Tailored Strategies Itemized Deductions: Informed Client Benefits Health Considerations: Maximizing Financial Benefits Regulatory Shifts: Implications on Tax Strategies Tax Planning Strategies: Client Financial Success
ACPEN Signature 2025: Critical Real Estate Taxation Issues
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Webinar
8.00 Credits
Member Price: $250
The importance of correctly classifying property as capital gains property, inventory real estate, development real estate and real estate used in trade or business and applicable cost recovery recapture rules Preserving capital gains treatment for pre-development appreciation with a related party lot developer Cost Segregation Studies for Real Estate and their Tax Consequences Qualified Nonrecourse Debt under the At-Risk Rules Distinguishing repairs from improvements and the tax consequences of the difference Tax consequences of renting real estate Common issues in Ground Leases, Percentage Leases and Net Leases Classification as a Real Estate Professional under the PAL Rules and Interaction with the Rental Real Estate Rules and the Aggregation Election for rental real estate Review of current actions by Congress and the IRS affecting real estate.
Behind the Curtain: Exploring IRS Audit Technique Guides
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries
ChatGPT and Advanced Policy Manual Development for ACCTs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of accounting policy manuals in traditional and AI contextsThe PRIME Method framework for AI-assisted policy developmentStrategic implementation of AI tools including ChatGPT, Claude, and CopilotInternal control and risk management policy creationAI and generative AI usage policies for accounting firmsSustainability and ESG reporting policy frameworksPredictive analytics and forecasting policy developmentRegulatory compliance considerations in AI-generated policies
Effective Communication Skills
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Webinar
1.00 Credits
Member Price: $39
Communication Confidence Leadership
Minimizing Workplace Warfare
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Webinar
1.20 Credits
Member Price: $39
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Public Speaking and Confident Communication in Business
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Webinar
1.00 Credits
Member Price: $39
Communication Public Speaking Presentation Skills
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Webinar
1.00 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
Preparing to be a Forensic Accountant - Focus on Network Forensics
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Webinar
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance