CPE Catalog & Events
Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow
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Webinar
2.00 Credits
Member Price: $99
How to optimize cash flow Qualitative evaluations: core earnings and sustainable growth Quantitative evaluations: liquidity ratios Increasing customer base vs. payment terms Business cycle and cash Behavioral finance biases Managing head count Other potential areas of excess cost
ACPEN: Global Internal Audit Standards (GIAS) Domain III - Part 1
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Webinar
2.50 Credits
Member Price: $99
Internal Audit GIAS IPPF Standards Accounting Internal Controls
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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Webinar
3.00 Credits
Member Price: $149
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
ACPEN: Fundamentals of the 1040 Business Income and Reporting
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Webinar
4.00 Credits
Member Price: $149
Schedule C: self-employment income, business deductions, and SE tax Schedule E and K-1 income from partnerships and S corporations Shareholder basis tracking using Form 7203 Capital construction fund reporting (Form 7217) Business deductions and credits for individuals with business activity Audit risk areas and reporting red flags 2025 tax law changes affecting business income and pass-through reporting
How Fraud Can Affect Smaller Organizations
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Webinar
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
ACPEN: Cutting-Edge Estate and Financial Planning Trends
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Webinar
8.00 Credits
Member Price: $250
The latest legislative changes in estate and financial planning Expected changes in estate and gift tax exemptions and their impact Common client errors and risk mitigation strategies Domicile planning considerations in financial and tax strategy Charitable giving strategies under new tax rules Advanced use of split-interest trusts for tax and estate planning Best practices for IRA distribution planning with new tax implications
ACPEN Signature 2026: Managing the Risk of Fraud, and Artificial Intelligence
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Webinar
8.00 Credits
Member Price: $250
Business Fraud Fraud Risk Management and Fraud Risk Assessments Artificial Intelligence, Data Analytics and Digital Analysis Providing Forensic Services
Spring Tax Update with Steve Dilley
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Update and integration of the most recent tax legislation impacting individual and business taxpayers.Review of individual and business provisions of the Inflation Reduction Act.Update on significant individual and business tax developments related to cases and rulings.Update on earned income credit, child credit, and child and dependent care credit.Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.Tax issues impacting "gig" workers, including Form 1099-K.Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
ACPEN: Preparing to be a Forensic Accountant - Focus on Network Forensics
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Webinar
1.50 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
ACPEN: The Controllership Series - Sales, Collections and Customer Credit
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Webinar
1.50 Credits
Member Price: $79
Accounting Sales Collections
ACPEN: Character and Trust: The Difference Maker in Effective Collaboration
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Webinar
2.00 Credits
Member Price: $89
Definition of Collaboration Character Definition Critical Character Attributes Character Self-Awareness Additional Character Identification Techniques Trust Definitions Waves of Trust Four Cores of Trust Toxic Trust and Antibiotics
ACPEN: Forensic and Fraud Interviewing Techniques and Skills
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Webinar
2.20 Credits
Member Price: $89
Forensic Accounting Accounting Auditing Finance
ACPEN: Accounting for Software
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Webinar
2.00 Credits
Member Price: $89
Master the accounting for software costs under U.S. GAAP Navigate capitalization, amortization, and impairment with confidence Understand the full lifecycle of internal-use software accounting Stay current on ASU 2025-06 and emerging guidance Apply accounting rules to SaaS, cloud computing, and website development costs
ACPEN: What's Going on at the FASB (2026/27)
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Webinar
2.00 Credits
Member Price: $89
Recent and upcoming FASB standard-setting activity Accounting Standards Updates (ASUs) effective for December 31, 2026 year-ends Impact of ASUs on public, private, and not-for-profit entities ASUs with future effective dates Exposure drafts and proposed standards
Adobe Acrobat Tips for Working with PDF Files
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
FASB & AICPA Update for Tax Professionals (Highlights) 26-27
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Webinar
2.00 Credits
Member Price: $99
Broadly applicable ASU effective in 2025 and beyond Significant recent SAS
ACPEN: Data Analytics & Journal Entry Testing for Auditors
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Webinar
3.00 Credits
Member Price: $109
Data Analytics Journal Entry Testing Fraud Detection
Staff Retention: Attract and Keep the Best People 26-27
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Webinar
4.00 Credits
Member Price: $99
What a massive Gallup study says is the most important factor in employee retention Hear the logical reasons why professionals leave?
ACPEN: Financial & Tax Accounting for S Corporations
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Webinar
4.00 Credits
Member Price: $149
Review of the AICPA "small&" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for the S corporation shareholder equity account Financial vs. tax accounting for loans to and from S corporations and their shareholders