CPE Catalog & Events
ACPEN: Unlocking the Value: IRS Tax Credits for Businesses & Individuals
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Webinar
2.00 Credits
Member Price: $149
Overview of federal tax credits Refundable vs. nonrefundable credits Individual tax credits Business tax credits Eligibility requirements for tax credits Documentation and substantiation standards Recent legislation and IRS guidance affecting credits Planning considerations when evaluating tax credits Audit risks and compliance issues
ACPEN: Advanced Negotiations: Never Split the Difference
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Webinar
2.00 Credits
Member Price: $89
Negotiations Business Management
Financial Planning: Auto & Homeowners Insurance
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
ACPEN: Awesome Business Lessons from the Past: Learn from the Best!
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Webinar
2.00 Credits
Member Price: $89
The six methods to get others to like you How to learn what others want What are twelve ways to win others to your way of thinking? How to destroy your enemies What are the fundamental principles of Henry Ford’s success? Focus on technology, training and ‘Scientific Method’ Value of training and education The need for fun What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities What are the traps to avoid? How to use these principles to move your organization forward
ACPEN: Internal Control Best Practices
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Webinar
2.00 Credits
Member Price: $89
Auditing Yellowbook
ACPEN: S Corporations – Overview
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Webinar
2.00 Credits
Member Price: $89
Overview of S Corporation election and compliance requirements Comparison of S Corporations with other business entities Preparing Form 2553 and addressing late filing relief Shareholder stock and debt basis considerations Form 1120S and Schedule K-1: key aspects and reporting requirements Officer reasonable compensation requirements and IRS audit strategies Introduction to Schedules K-2 and K-3 Compliance with corporate formalities and taxable fringe benefits
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: Accounting for Software
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Webinar
2.00 Credits
Member Price: $89
Master the accounting for software costs under U.S. GAAP Navigate capitalization, amortization, and impairment with confidence Understand the full lifecycle of internal-use software accounting Stay current on ASU 2025-06 and emerging guidance Apply accounting rules to SaaS, cloud computing, and website development costs
ACPEN: Critical Thinking Skills: Prevent Mistakes Now
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Webinar
2.00 Credits
Member Price: $89
Critical Thinking Communication
ACPEN: K2’s NextGen Document Management, Workflows, And Portals
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Webinar
2.00 Credits
Member Price: $89
Modern document management and workflow automation Secure client portals and digital collaboration tools Implementation and ROI evaluation strategies for paperless systems
ACPEN: What's Going on at the FASB (2026/27)
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Webinar
2.00 Credits
Member Price: $89
Recent and upcoming FASB standard-setting activity Accounting Standards Updates (ASUs) effective for December 31, 2026 year-ends Impact of ASUs on public, private, and not-for-profit entities ASUs with future effective dates Exposure drafts and proposed standards
Agentic AI for CPAs: Automate Workflows with Intelligence
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Agentic AI concepts and terminologyCase studies for using AI agents in accounting, finance, and tax servicesStep by step demonstration of creating and deploying an AI agentIntroduction to Microsoft Copilot Studio agent builderDeveloping your AI agent deployment strategy
Compilation, Preparation and Review Basics and Peer Reviews
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.Common peer review findings.Practice tips for high-quality engagements.
ACPEN: Financial & Tax Accounting for S Corporations
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Webinar
4.00 Credits
Member Price: $149
Review of the AICPA "small&" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for the S corporation shareholder equity account Financial vs. tax accounting for loans to and from S corporations and their shareholders
2026/27 Annual Update for Accountants & Auditors
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key accounting and auditing developments affecting accountants and auditors across industries.Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations.Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits.
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller
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Webinar
8.00 Credits
Member Price: $279
Regulatory, fiscal, and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate
Untying the Knot: Taxes & Divorce
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Filing Status: Determining the correct filing status during and after divorce.Qualified Domestic Relations Orders (QDROs): Tax implications of dividing retirement accounts.Back Taxes: Strategies for addressing unpaid tax liabilities during and after divorce.Offers-in-Compromise & Installment Agreements: Resolving tax debts with the IRS.Currently-Not-Collectible Status: Understanding when and how to use this option.Innocent Spouse & Injured Spouse Relief: Protecting clients from unfair tax liabilities.Lien Discharges & Subordinations: Managing IRS liens on property during divorce.Reasonable Compensation: Evaluating fair compensation in divorce-related business valuations.Case Studies: Explore unusual and complex tax issues in divorce through real-world examples.
Erase the Mark: Best Practices in Penalty Abatement
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Forensic Accounting: Investigating Divorce Cases
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of a forensic accountant in divorce proceedingsThe marketing of forensic accounting services to family law attorneysHow to conduct a financial investigationCommon areas to uncover hidden assets or incomeThe basic calculations in evaluating marital assetsTestifying in depositions and divorce court
ACPEN: Relationship Networking: The Art Of Conversation
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Webinar
1.00 Credits
Member Price: $39
Networking Replatinship Management