CPE Catalog & Events
ACPEN: Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A
-
TBD
4.0 Credits
Member Price: $149
Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property - both for Sections 199A and 469 Reporting using Form 1040, Schedule E, page 1 and 2 Self-rental property and the Form 8582 (passive activity)
ACPEN: Don't Be Spooked: Mastering Conflict Resolution
-
TBD
1.0 Credits
Member Price: $39
Employee relations Conflict resolution
ACPEN: Rewards & Recognition Strategies for Leaders
-
TBD
1.0 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
ACPEN: Independence Requirements for CAAS Engagements
-
TBD
2.0 Credits
Member Price: $89
CAAS Auditing & Accounting Yellowbook Ethics
ACPEN: Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
-
TBD
2.0 Credits
Member Price: $89
Key aspects of Rita Crundwell's theft Internal controls that could have prevented the theft Internal controls that could have detected the theft in a timely manner Independence in both fact and appearance Lessons for CPA firms Lessons for government agencies
ACPEN: S Corporations – Overview
-
TBD
2.0 Credits
Member Price: $89
Overview of S Corporation election and compliance requirements Comparison of S Corporations with other business entities Preparing Form 2553 and addressing late filing relief Shareholder stock and debt basis considerations Form 1120S and Schedule K-1: key aspects and reporting requirements Officer reasonable compensation requirements and IRS audit strategies Introduction to Schedules K-2 and K-3 Compliance with corporate formalities and taxable fringe benefits
ACPEN: K2's Choosing Your CPA Firm Tech Stack
-
TBD
2.0 Credits
Member Price: $89
Evaluating suite vs. best-in-breed software ecosystems Understanding and applying AI-driven tools for firm efficiency Measuring ROI and integration effectiveness across the tech stack
Surgent's Choosing the Right Business Entity
-
TBD
2.0 Credits
Member Price: $99
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
-
TBD
2.0 Credits
Member Price: $99
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
ACPEN: Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
-
TBD
8.0 Credits
Member Price: $250
How to become a value-added business advisor to successfully grow the firm from within Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services Critical traits of a thinking auditor, tips for stretching yourself beyond the basics Tips for value pricing and other ways to improve a CPA firm's financial success Managing change and promoting creative thinking Choosing between varying levels of client service
Surgent's Applying ASC 820: The Basics of Fair Value Accounting
-
TBD
4.0 Credits
Member Price: $159
Applicability of the use of ASC 820 The “exit price” approach Examples of market, cost, and income approaches to estimating fair value Use of Level 1, 2, and 3 inputs in determining fair value
ACPEN: Accommodation Requests - Substance Abuse - Contagious Infections
-
TBD
1.0 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
ACPEN: It Takes a Village: How Aligning With Others Can Boost Your Firm Revenue
-
TBD
1.0 Credits
Member Price: $39
How strategic partnerships benefit both the firm owner as well as their clients Tips to Extend professional networks and seek out partnerships Importance of regularly accessing partnerships and agreements to ensure maximum benefits for all
ACPEN: What Is Your Brand Reputation?
-
TBD
1.0 Credits
Member Price: $39
Presence
ACPEN: Conflict Resolution and Effective Communication Training
-
TBD
1.2 Credits
Member Price: $39
Communication Confllict Resolution
ACPEN: Leases Accounting under Topic 842 – Answers to FAQ After Implementation
-
TBD
2.0 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
ACPEN: Partnerships: How to Calculate Partner Basis
-
TBD
2.0 Credits
Member Price: $89
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside" basis determination Clarifies the how partnership debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership interest Comprehensive examples to illustrate the mechanics of the basis determination process
ACPEN: The Essential A&A Update with Renee Rampulla
-
TBD
2.0 Credits
Member Price: $149
Crypto Assets Governmental Grants Income Tax Disclosures Group Audits Fraud Quality Management
ACPEN: Instant Audit? Just Add Risk Assessment
-
TBD
1.0 Credits
Member Price: $39
The audit risk model Risk assessment Linking risks to audit procedures Other responses to risks Documentation
Surgent's Reasonable Suspicion
-
TBD
1.0 Credits
Member Price: $59
The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace The impact of drug and alcohol abuse on workplace safety The possible connection between performance issues and drug or alcohol abuse The role of documentation in reasonable suspicion testing Confidentiality concerns in the testing process