CPE Catalog & Events
ACPEN: Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
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TBD
1.0 Credits
Member Price: $39
Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness
ACPEN: Revenue Recognition - Topic 606 Disclosures
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TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting
ACPEN: The Controllership Series: The Controllers Role in Compliance
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TBD
1.4 Credits
Member Price: $79
Regulatory Compliance Operational Compliance Financial Compliance
ACPEN: Managing Through Corporate Politics - The Achilles’ Heel of Executing Professional Skepticism
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TBD
2.0 Credits
Member Price: $85
Defining corporate politics Impact of corporate politics Types of corporate politics and remedies Metaphors of corporate politics Dispelling myths The players
ACPEN: Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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TBD
1.0 Credits
Member Price: $89
Forensic Accounting Accounting Auditing Finance
ACPEN: Big Picture Mega-Trends, Big Data, and World We Now Face
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TBD
2.0 Credits
Member Price: $89
On-going world economic trends Demographic changes and their impact on the economy Global technology influences Post Covid workplace Big data understanding and where is it going Learn to adapt to changing situations
ACPEN: Accounting & Auditing for Cryptocurrency
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TBD
1.0 Credits
Member Price: $89
Accounting and auditing issues related to cryptocurrency ASU 2023-08 and related FASB developments FASB discussions, Invitation to Comment, and research agenda updates Case study application of cryptocurrency accounting guidance Accounting for cryptocurrency transactions and balances Audit considerations for cryptocurrency engagements
Adobe Acrobat Tips for Working with PDF Files
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TBD
0.0 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
Surgent's Stock vs. Asset Acquisitions of C Corporations
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TBD
2.0 Credits
Member Price: $99
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
ACPEN: Measuring Audit Risks
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TBD
3.0 Credits
Member Price: $109
Audit Risk Material Misstatement Error vs. Fraud Risk Assessment Audit Documentation Audit Procedures Auditing Standards
ACPEN: Everything You Need to Know About the Pass-Through Entity Rules: IRC §199A The Code and Regulations
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TBD
4.0 Credits
Member Price: $149
Understanding the term “QBI” (qualified business income) Understanding the terms “SSTB” (specified service trade or business) Understanding the term “QTB” (qualified traded or business) Calculate the 199A deduction Understanding the phaseouts Understanding “aggregation” Rental property as a trade or business Identify how your clients can maximize the deduction Planning ideas Understand the Section 199A Regulations
Fundamentals of Form 1040 -- Business
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Self-employment and business income taxation (Schedule C, self-employment tax, business deductions)Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203)Application of Form 7217 for capital construction fundsBest practices for self-employed clients and small business ownersKey deductions and credits for business ownersAvoiding common IRS audit triggers related to business income reportingLegislative updates impacting business income taxation in the current year
ACPEN: Estate and Financial Planning for the Older Client
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TBD
8.0 Credits
Member Price: $250
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
ACPEN Signature 2026: Annual Tax Update
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TBD
8.0 Credits
Member Price: $250
Federal tax changes and developments during 2026 Pending legislative, administrative, and procedural tax changes Timely updates on current federal tax issues (current to the date of broadcast) In-depth review of statutory developments Regulatory updates and guidance Recent judicial decisions impacting tax matters Practical insights from national tax experts Up-to-the-minute analysis of emerging tax issues
Federal Tax Updates for Individuals
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TBD
8.0 Credits
Member Price: $239
The major topics that will be covered in this course include:Current tax issues affecting individual taxpayersReview of recent tax legislationOther issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
ACPEN: The Controllership Series - Addressing Budgeting Uncertainty
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TBD
1.0 Credits
Member Price: $39
Accounting Finance
ACPEN: Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
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TBD
1.0 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
ACPEN: K2’s Microsoft Copilot, Including Agentic AI
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TBD
2.0 Credits
Member Price: $89
Incorporating Copilot with Excel, Word, PowerPoint, and Outlook Using Copilot to automate routine tasks and assignments Integrating Copilot with agentic AI Identifying key privacy and security features in Copilot Understanding and deploying agentic AI
ACPEN: Key Tax Issues for Individual Taxpayers
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TBD
2.0 Credits
Member Price: $89
"Tax-mageddon" – the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Other recent legislative developments impacting individual taxpayers
ACPEN: Strategic CFO – Strategic Risk Management
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TBD
2.0 Credits
Member Price: $89
Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization