CPE Catalog & Events
ACPEN: K2’s Data Security And Privacy Issues And Solutions
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Webinar
2.00 Credits
Member Price: $89
Understanding the differences between data security and data privacy The major types of security and privacy breaches Key steps you can take to mitigate your risks of becoming another victim
ACPEN: Internal Control Fundamentals
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Webinar
2.00 Credits
Member Price: $89
COSO Yellowbook Auditing
ACPEN: Listening to the Statement of Cash Flows
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Webinar
2.00 Credits
Member Price: $89
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
ACPEN: The Preparation of Form 709 – Line-by-Line
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Webinar
2.00 Credits
Member Price: $89
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
Accounting for and Auditing Cryptocurrency & Digital Assets
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Quality Management: Engagement Quality Reviews
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Webinar
2.00 Credits
Member Price: $89
Overview of engagement quality reviews and the firm's responsibilities Requirements for engagement quality reviews and appointing reviewers contained in SQMS No. 1 Timing of engagement quality reviews Performing an engagement quality review Considerations for sole practitioners
Surgent's Public Speaking and Presentation Skills
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Webinar
2.00 Credits
Member Price: $99
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
Surgent's Taking Advantage of Like-Kind Exchanges
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Webinar
2.00 Credits
Member Price: $99
Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824
ChatGPT and IRS Taxation Law Research
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting
ACPEN: SECURE Act 2.0: What You Need to Know
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Webinar
1.00 Credits
Member Price: $39
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
ACPEN: Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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Webinar
2.00 Credits
Member Price: $89
Leadership foundations Leading downward Leading upward Practical leadership tools
ACPEN: Revenue Recognition in an Environment of Uncertainty
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Webinar
2.00 Credits
Member Price: $89
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
Reasonable Compensation for S Corps
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
Mining Your Firm Client Database for Revenue
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.Using the data you already own and relationships you have already built to drive smarter growth.
ACPEN: Introduction to Not-for-Profit Accounting
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Webinar
2.00 Credits
Member Price: $89
Not-for-Profit Accounting Accounting & Auditing Yellowbook
ACPEN: Schedule K-1: What is it & What Do I Do with It?
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Webinar
2.00 Credits
Member Price: $89
Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance
ACPEN: K2's Tech Update
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Webinar
2.00 Credits
Member Price: $89
AI's practical maturity has come of age with generative AI, Copilot in Microsoft 365, and AI-powered audit or CAS tools-now standard in mid-sized firms While still in the initial stages, quantum computing developments in quantum cryptography and long-range R&D investments demonstrate potential Interoperability is improving with MPC, Open API ecosystems, integrated platforms, and data portability as core decision-making factors Cybersecurity and AI governance underscore the importance of zero-trust architectures, AI usage policies, and compliance with FTC/IRS data security requirements
ACPEN: Managerial Accounting: Your Prescription for Better Decision Making
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Webinar
4.00 Credits
Member Price: $149
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
ACPEN: Building Your Personal Net Worth: Invest in Your Future
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Webinar
2.00 Credits
Member Price: $89
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
ACPEN: Internal Controls for Small and Medium-Sized Entities
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Webinar
1.00 Credits
Member Price: $39
Overview of controls Preventative controls Detective controls Controls for SMEs