CPE Catalog & Events
ACPEN: Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
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Webinar
8.00 Credits
Member Price: $300
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes Comparison of partnerships, LLCs and LLPs Overview the formation of a partnership/LLC and the §704(c) pre-contribution gain or loss rules Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items How schedule K items get allocated to partners on schedule K-1s Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members Comparing the tax and §704(b) book capital account computations Discuss partner guaranteed payments and self-employment tax issues Schedule M-1 – reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – analysis of partners’ capital accounts Review the importance and basics of calculating a partner/member’s outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations, §754 election for optional basis adjustments and §743/§734 mandatory basis adjustments
Financial Statement Presentation, Disclosure, and Analysis
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:U.S. GAAP and Special purpose frameworksForm and content of financial statements: Balance sheets; Income statements; Statements of cash flows; Retained earnings and/or owners’ equity statements; Comprehensive income; Supplementary informationComparative vs. single-period financial statementsSufficiency of disclosuresIllustrative disclosures frequently encountered in small-to-medium reporting entitiesIndustry-specific nuancesPurposes of financial statement analysis Trend analysis and vertical & horizontal analysisSimple and multivariate regressionAnalysis of metricsAssessment of liquidity, solvency, and profitabilityUsing data visualizationsThe role of qualitative factors
Surgent's Business Law Essentials for Practitioners and Controllers
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Webinar
8.00 Credits
Member Price: $279
Contract principles Partnerships and limited liability entities Legal issues related to various types of business organizations Worker classification Employee rights and the duties of employers Intellectual property Real property law Bankruptcy basics Environmental Law Merger basics
How to Build a Custom AI Chatbot and GPT in Plain English
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants
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: Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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Webinar
1.00 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
ACPEN: Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
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Webinar
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: Change Management: Your Leadership Role for Aligning Profits & Culture
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Webinar
2.00 Credits
Member Price: $89
Why professional agility is critical, and how to develop it Foundational models for change management Proven strategies to prepare for change as individuals, teams & organizations Implementing change: A how-to look Leading through change for success of all involved
ACPEN: I want the TRUTH: Preparing to be an Expert Witness
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Webinar
2.00 Credits
Member Price: $89
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
ACPEN: Leaders Eat Last. Why? The Characteristics of Great Leaders
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Webinar
2.00 Credits
Member Price: $89
What does "Leaders Eat Last" mean Understand human nature and how we work together or not Leadership skills can be taught True leaders care The need for trust Practical lessons from gifted leaders Steps to become a better leader
ACPEN: Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value
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Webinar
2.00 Credits
Member Price: $89
How to build a flexible budget model that works? What are the steps we can take to budget for economic and external factors beyond our control? How the right Chart of Accounts can simply your work? Budget and GAAP are not the same and why they are fine not to be Efficiently modeling payroll and benefits Identifying controllable and uncontrollable expense Using key variables to stress-test your budget
ACPEN: K2’s Collaboration – Best Platforms And Practices
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Webinar
2.00 Credits
Member Price: $89
The primary drivers of collaboration Who are the leading collaboration technology providers Why collaboration sometimes fails Best practices to facilitate collaboration Today's leading collaboration providers and tools
ACPEN: Financial Acumen for Today's HR Leader
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Webinar
2.00 Credits
Member Price: $89
Financial Statement Insight Trend Analysis Financial Benchmarks
ACPEN: Estimates, Contingencies and Going Concern
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Webinar
2.00 Credits
Member Price: $89
Overview of accounting estimates and uncertainties Going concern accounting and auditing considerations SAS 132 requirements SAS 143 requirements Loss and gain contingencies Guarantees Credit losses Impact on financial reporting and auditing
ACPEN: Introduction to Governmental Accounting 103
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Webinar
2.00 Credits
Member Price: $89
Major and Non-major funds Basis of accounting variations Why geography matters in a financial statement report
ACPEN: Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
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Webinar
2.00 Credits
Member Price: $89
Who is your customer? What is solution-based planning for customer value? Recognizing internal customers (e.g., departments served by finance) Exploring profitability differences between customers with similar revenue Creating and sustaining a customer value pyramid
ACPEN: The Seven High Quality Questions that Lead to Success & Solutions
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Webinar
2.00 Credits
Member Price: $89
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Surgent's Engaging and Managing Young Professionals
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Webinar
2.00 Credits
Member Price: $99
Characteristics that are more dominant among younger working professionals and what distinguishes them from other sectors of the workforce Changes younger professionals seek in the workplace Suggestions on engaging and developing younger workers Best practices by organizations who have successfully integrated younger professionals Expectations as to learning, development, and training Work environments and schedules School-to-work transitions Views on salary, benefits, and corporate ethics Whether younger professionals’ expectations are significantly different from any other generation Strengths younger professionals offer which set them apart from others Common myths pertaining to younger professionals Definitions of success
ACPEN: Advanced IT Audit & Real-World Testing
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Webinar
3.00 Credits
Member Price: $109
Information Technology General Controls (ITGC) Testing Audit Execution Workpapers
ACPEN: Federal Tax Update for Individuals with Doug Van Der Aa
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Webinar
4.00 Credits
Member Price: $149
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers