CPE Catalog & Events
Audit Skills for Beginners
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Webinar
4.00 Credits
Member Price: $129
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
Expand Your Analytical Toolbox More Tools for Success
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Webinar
4.00 Credits
Member Price: $129
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Spring Tax Update for Business with Steve Dilley
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Webinar
4.00 Credits
Member Price: $129
Recent legislative developments, cases and rulings impacting various business entity taxpayers Review of Inflation Reduction Act provisions impacting small businesses Business income, deductions and credits Section 174: Research and Experimentation Deduction update Form 1099-K reporting Depreciation update: Section 179 and 168(k) S Corporation and partnership update, including Schedule K-1
Federal Tax Update - Individuals (Form 1040)
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Webinar
8.00 Credits
Member Price: $300
Discuss the most recent individual income tax legislation passed to date Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, §461(l) business loss limitations, §163(j) interest deduction limitations and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax) Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit) Walk through the NEW final required minimum distribution (RMD) regulations Look at any changes to the Form 1040 and other related schedules and forms
ACPEN Signature 2025: The Risk of Fraud in State & Local Government
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Webinar
8.00 Credits
Member Price: $250
Risk assessment Internal controls Forensic accounting Reporting mechanisms
The Psychology of Fraud
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Webinar
1.50 Credits
Member Price: $59
Fraud Fraud Triangle
Crypto, Blockchain and Taxes
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Webinar
1.00 Credits
Member Price: $79
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
Individual Tax Update: Recent Developments
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Webinar
2.00 Credits
Member Price: $79
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
Critical Thinking Skills: Prevent Mistakes Now
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Webinar
2.00 Credits
Member Price: $79
Critical Thinking Communication
FASB & AICPA Update for Tax Professionals (Highlights) 25-26
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Webinar
2.00 Credits
Member Price: $99
Broadly applicable ASU effective in 2024 and beyond Significant recent SAS
Monthly Federal Tax Updates - August 2025
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Schedule C of Form 1040
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Webinar
2.00 Credits
Member Price: $79
When Schedule C applies Cash v. Accrual method Typical business deductions Business vehicle expenses Section 179 and bonus depreciation
Small Business Risk Avoidance
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Webinar
4.00 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Create Measures in Power BI that Define Your Metrics
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Guide to Deducting Travel, Meals and Entertainment Expenses
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Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76
Nonprofit Accounting and Financial Reporting Explained
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Webinar
8.00 Credits
Member Price: $225
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures Executive summary of recent Accounting Standards Updates Overview of fair value disclosure requirements and implementation issues Discussion of issues related to donor-restricted endowment funds Classification of net assets and reclassifications Endowments, including accounting, disclosures and UPMIFA Noncascontributions Contributions received and receivable Expense recognition issues Reporting expenses by function and nature Other relevant matters unique to the nonprofit environment
Determining Reasonable Compensation for Owner Employees
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Webinar
1.00 Credits
Member Price: $55
The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units
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
Understanding and Preventing Budget Calamities
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Advanced Cost Accounting: Eliminate Calculation Distortions
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Webinar
2.00 Credits
Member Price: $79
Cost Accounting