CPE Catalog & Events
ACPEN: Let's Play The 90 Day Money Game!
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Webinar
4.00 Credits
Member Price: $149
Financial Stress assessment Money Creation Mindset Limiting Beliefs Resiliency Skill & Talents Inventory Success Teams Money Breakthrough Nourishing the seeds of opportunity Environment Matters Success Habits EFT for Stress
Forensic Accounting: Court Approved Methods of Proof
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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 methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.
Surgent's Individual and Financial-Planning Tax Camp
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Webinar
8.00 Credits
Member Price: $299
Comprehensive coverage of the One Big Beautiful Tax Bill Act Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption considering proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security - the latest on the looming solvency crisis Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people
AI & Accounting in Construction
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI adoption in constructionPredictive analytics and risk managementAI-integrated Building Information Modeling (BIM)Real-time compliance and financial reportingTaxation challenges in AI-driven constructionAI in project scheduling, supply chains, and quality controlRegulatory frameworks and ethical AI use in audits
CFO Solutions to IRS Problems
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
ACPEN: Consulting Services Secrets
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Webinar
1.00 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
ACPEN: Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 – 2 hrs
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Webinar
2.00 Credits
Member Price: $89
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
ACPEN: White-Collar Crime: What Every CPA Should Know
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Webinar
2.00 Credits
Member Price: $89
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
ACPEN: Individual Tax Update 2026: Cases, Rulings & Real-World Impact
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Webinar
2.00 Credits
Member Price: $89
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
ACPEN: The AB5s of Employees and Independent Contractors
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Webinar
2.00 Credits
Member Price: $89
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
ACPEN: Fraud Evaluations: A Guide for The Compliance Professional
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Webinar
2.00 Credits
Member Price: $85
Psychology Dynamics COSO and Fraud Fraud Theories Opportunity Considerations Added Dimensions COSO Considerations Control Environment Principles Determining Internal Audit's Role Understand the Business Auditors and the IPPF When Management Objects & Potential Steps
How AI Fits into the Accounting World
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon.
ACPEN: Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Webinar
4.00 Credits
Member Price: $149
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
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)
Internal Control - Testing for Operating Effectiveness
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
Microsoft Outlook "Must Know" Email Tips
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
ACPEN: KPI Bootcamp for Small Businesses
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Webinar
5.00 Credits
Member Price: $179
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment
ACPEN: Partnership & LLC (Form 1065) – Formation to Liquidation
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Webinar
8.00 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
Analyzing Financial Statements
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Introduction to Governmental Budgeting
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The basics of governmental budgeting.Common steps and timeline of the budget process.What, when and how we should be monitoring the budget throughout the year.How long-term budgets fit in with the annual budget process.