CPE Catalog & Events
ACPEN: Business Valuation Fundamentals
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Webinar
1.00 Credits
Member Price: $39
Business Valuation Fundamentals The Objective - What type of report is needed? The Process Agreed Upon Procedures Calculation of Value Conclusion of Value Industry Sanity Checks – Would you pay or accept the value if it were your company?
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: 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
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests
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Webinar
4.00 Credits
Member Price: $159
Types of partnership distributions Liquidating partnership distributions Basis of property distributed by a partnership Special basis adjustments under Section 732(d) Abandoned and worthless partnership interests Section 751(a) exchange Transactions between partners and their partnerships Disguised sales Section 736(a) and (b) payments
ACPEN: Fraud Assessment for Small and Medium Sized Businesses
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Webinar
4.00 Credits
Member Price: $149
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
ACPEN: 2026 Tax Season Update for Business with Steve Dilley
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Webinar
4.00 Credits
Member Price: $149
Update on significant 2025-26 business tax developments and related cases and rulings Review of recent business tax provisions and their integration into tax forms Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting “gig” workers, including Form 1099-K Rulings on OBBBA of 2025 business provisions
Fundamentals of Form 1040 -- Individual
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Form 1040 essentials: filing requirements, due dates, and key schedulesFiling status, dependency rules, and taxable income sources (wages, investment income)Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)Preparer due diligence, Circular 230 compliance and taxpayer rightsIRS cybersecurity considerations and best practices for taxpayer data securityLegislative updates
ACPEN: How to Get a Better Return on Yellow Book and Single Audits - Avoiding the Most Misapplied Audit Concepts
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Webinar
8.00 Credits
Member Price: $250
Discover the fundamental differences in the auditor's responsibilities between financial statement audits performed in accordance with the SASs and Yellow Book Understand risk assessment factors above those associated with a financial statement audit only Learn what must be done beyond the financial statement audit in order to issue required Yellow Book and Single Audit reports on internal controls and compliance Master designing, performing and documenting effective and efficient tests of compliance requirements Practice identifying, documenting and communicating the impact of internal control deficiencies and compliance audit findings to the client Common peer review deficiencies
A&A Update for Nonprofits and Single Audit - 2026
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:• Current impacts of accounting and financial reporting on nonprofit entities • Recently released FASB standards that impact nonprofit financial reporting the most• Current issues and challenges involving Yellow Book financial statement audits• Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards • Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits
IRS Penalties and Abatements
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
ACPEN: Consulting Services Secrets
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Webinar
1.00 Credits
Member Price: $39
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
ACPEN: Business Valuation - Asset Approach
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Webinar
1.00 Credits
Member Price: $39
Fundamentals of Business Valuation and Appraisal Standards The Asset Approach: Methods, Applications, and Analysis
ACPEN: Is Activity-Based Costing the Right Tool for Your Organization?
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Webinar
2.00 Credits
Member Price: $89
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management
ACPEN: Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
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Webinar
2.00 Credits
Member Price: $89
Types of sampling and sampling risk Differentiating statistical and nonstatistical sampling approaches Attribute testing for tests of controls and compliance Variables sampling for substantive audit assurance when performing tests of details Determining sample sizes in a compliance audit in conformance with Uniform Guidance
ACPEN: State Tax Nexus: Frequently Awkward Questions
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Webinar
2.00 Credits
Member Price: $89
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
ACPEN: Fraud and Financial Distortion: What May Be Hiding Behind the Numbers
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Webinar
2.00 Credits
Member Price: $89
Translating Financial Statements Back Into Operational Reality The Operational Plausibility Test Analytical Metrics That Reveal Hidden Distortion Common Operational Red Flags Case Studies: When Operations and Financial Results Don’t Match Practical Questions Every Financial Professional Should Ask
ACPEN: K2's Productivity Life Hacks
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Webinar
2.00 Credits
Member Price: $89
Using a Streamdeck for push button integration and automation Using tools such as Clockify or Rescue Time to gain insight on Easily install applications using Ninite on your Windows 10/11 device Improve data sharing between applications with Zapier, Power Automate, and others Connecting to multiple communication applications (e.g., Teams, Slack, etc.) at once with Rambox Using inbox rules and filters to automatically categorize and prioritize email
ACPEN: Treasury Circular 230 for EAs and Other Tax Preparers
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Webinar
2.20 Credits
Member Price: $89
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Power Skills: Professionalism and Client Interactions
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices when communicating with the client.Complicated scenarios for practice.