CPE Catalog & Events
Surgent's Tax Research - Intermediate Concepts
-
Webinar
2.00 Credits
Member Price: $119
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
ACPEN: Using Psychology Secrets to Love your life and Get More Done
-
Webinar
4.00 Credits
Member Price: $149
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
ACPEN: Audit Skills for Beginners
-
Webinar
4.00 Credits
Member Price: $149
Professional skepticism – Creating a mindset for finding fraud and error Audit documentation basics – Creating workpapers that pass review The audit risk model – Understanding the foundational principles Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting
ACPEN: Partnership & S Corporations: How to Calculate Basis
-
Webinar
4.00 Credits
Member Price: $149
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts; Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting Comprehensive examples to illustrate the mechanics of the basis determination process
ACPEN: How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts
-
Webinar
8.00 Credits
Member Price: $250
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget!
AI & Accounting in Manufacturing
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Intelligent automation and dark factoriesPredictive maintenance and real-time cost trackingAI-enabled financial reporting and dashboardsContinuous auditing and anomaly detectionTax compliance automation and transfer pricing AIData governance and cybersecurity in financial systemsWorkforce reskilling and AI-augmented financial roles
ACPEN: Effective Governance for Nonprofit Success
-
Webinar
1.00 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
ACPEN: Working Through Grief and Loss - How to Build a Supportive Workplace
-
Webinar
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
ACPEN: Schedule C of Form 1040
-
Webinar
2.00 Credits
Member Price: $89
When Schedule C applies Cash v. Accrual method Typical business deductions Business vehicle expenses Section 179 and bonus depreciation
ACPEN: K2's AI Accounting And Fraud Detection
-
Webinar
2.00 Credits
Member Price: $89
AI-based accounting software and general ledger innovations ROI measurement and tech investment strategy Low-code/no-code and vibe coding for process automation
ACPEN: K2's Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes
-
Webinar
2.00 Credits
Member Price: $89
Financial fraud and embezzlement case studies Cybercrime, data breaches, and AI-enabled fraud Practical ethics, controls, and compliance lessons for prevention
Bytes, Bias, and Balance: Data Ethics for Savvy Accountants
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The transformative role of artificial intelligence (AI) in accounting and auditingEnhancing efficiency and innovation with AI toolsMitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas
Surgent's Autonomous Agents in Audit and Assurance
-
Webinar
2.00 Credits
Member Price: $119
Audit use cases: automated sampling, real-time analytics, evidence gathering Case studies: Big 4 agent-driven assurance platforms Agent reliability, explainability, and audit documentation PCAOB AS 1105, ISA 330, and agent-auditor integration Governance: SOC 1/SOC 2 controls for audit AI tools
ACPEN: On the Dash: Why Your Nonprofit Needs a Dashboard
-
Webinar
1.00 Credits
Member Price: $39
Dashboard uses and best practices in designing visualizations Trends in dashboard design, including new technologies and automation Enhancing transparency and clear communication with nonprofit board members and other stakeholders
ACPEN: Balancing Employee and Employer Rights
-
Webinar
1.00 Credits
Member Price: $39
Customary management functions Delegation of authority Implementing changes in terms of employment Fundamental duties owed to employer
ACPEN: The Value of Conflict
-
Webinar
1.00 Credits
Member Price: $39
Conflict resolution
ACPEN: The SECURE Act 2.0 – Planning Opportunities for Individuals
-
Webinar
1.20 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
Compilation, Preparation and Review Basics and Peer Reviews
-
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.
Navigating IRS Collections: The Collection Process
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
ACPEN: Preparing and Reviewing Workpapers for Higher Quality Audits
-
Webinar
4.00 Credits
Member Price: $149
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards