CPE Catalog & Events
Surgent's Navigating Your Client Through the IRS Appeals Process
-
TBD
4.0 Credits
Member Price: $159
Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less Writing and filing a Formal Protest, including required information Alternative Dispute Resolution options available to clients Negotiation and time limitations Preparing and submitting a Tax Court petition to preserve a client’s rights
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client
-
TBD
4.0 Credits
Member Price: $159
Changes to the lifetime estate tax exemption in light of proposed regulations More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning
ACPEN: Global Internal Audit Standards (GIAS) Domain V - Part 1
-
TBD
1.0 Credits
Member Price: $89
Internal Audit Internal Controls Standards Institute of Internal Auditors
ACPEN: Introduction to Governmental Accounting 102
-
TBD
1.0 Credits
Member Price: $89
Major and Non-major funds Basis of accounting variations Why geography matters in a financial statement report
ACPEN: No Tax on Overtime: Payroll Compliance
-
TBD
2.0 Credits
Member Price: $89
Overview of FLSA overtime provisions Definition of a workweek and the 40-hour threshold Time-and-a-half requirements and exclusions from overtime pay Exempt vs. nonexempt employee classifications Components of the regular rate of pay Treatment of bonuses, commissions, and other compensation Step-by-step overtime calculation examples Common compliance pitfalls and audit risk Documentation and payroll system considerations Case studies involving misclassification and miscalculation
ACPEN: Using Psychology Secrets to Love your life and Get More Done
-
TBD
4.0 Credits
Member Price: $149
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
ACPEN: SSARS Essentials: Best Practices for Review, Compilation, and Preparation Engagements
-
TBD
4.0 Credits
Member Price: $149
The SSARS landscape Review engagements Compilation engagements Preparation engagements Selecting from the menu of SSARS engagements AICPA quality management standards Independence and other ethical considerations Considerations when changing the level of service Pitfalls to avoid Best practices to adopt
ACPEN: Cryptocurrency Transactions: Navigating Federal Tax Rules
-
TBD
1.0 Credits
Member Price: $39
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
ACPEN: Analytical Procedures: Practical Applications and Standards
-
TBD
2.0 Credits
Member Price: $89
Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
ACPEN: K2’s Taking Another Look At PDFs
-
TBD
2.0 Credits
Member Price: $89
Understanding the Portable Document Format Identifying tools you can use to work with PDFs Collaborating using PDFs Creating, distributing, and collecting fillable PDF forms Using PDFs to enhance security
ACPEN: Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value
-
TBD
2.0 Credits
Member Price: $89
Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders
Surgent's Agentic AI Foundations for Finance and Accounting
-
TBD
2.0 Credits
Member Price: $119
Evolution from RPA to agentic AI (PRAL cycle: perceive, reason, act, and learn) Use cases in financial reporting and decision support Platform overview: simulating agents with ChatGPT; enterprise examples from IBM watsonx, Microsoft Copilot, and UiPath Global regulation: EU AI Act, U.S. Executive Order, AICPA Code of Conduct Ethical considerations and professional skepticism in autonomous systems
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: What Is Your Brand Reputation?
-
TBD
1.0 Credits
Member Price: $39
Presence
ACPEN: Relationship Networking: The Art Of Conversation
-
TBD
1.0 Credits
Member Price: $39
Networking Replatinship Management
ACPEN: Coaching Leaders to Handle Sensitive Employee Relations Situations
-
TBD
1.2 Credits
Member Price: $39
Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
ACPEN: 1065 – Understanding Partnerships Tax Returns
-
TBD
2.0 Credits
Member Price: $89
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
ACPEN: Global Internal Audit Standards (GIAS) Domain III - Part 2
-
TBD
1.0 Credits
Member Price: $89
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
ACPEN: Taxation of Non-fungible Tokens (NFTs)
-
TBD
2.0 Credits
Member Price: $89
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
ACPEN: Ethics: Court Orders, Confidentiality, and Compliance
-
TBD
2.0 Credits
Member Price: $89
Overview of taxpayer confidentiality requirements under IRC §§7216 and 6713 Circular 230 standards related to disclosure of taxpayer information Gramm-Leach-Bliley Act (GLBA) privacy and safeguarding requirements Legal authority and limitations of court orders and summonses Disclosure considerations in divorce proceedings and mediation settings Dual representation and conflicts of interest Ethical decision-making frameworks for disclosure situations Documentation, informed consent, and scope limitations Best practices for protecting taxpayer confidentiality