CPE Catalog & Events
ACPEN: Ultimate Small Business HR Guide: Essential Tips for Success
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Online
1.00 Credits
Small Business Management
Individual Tax Update: OBBA and Recent Developments
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Legislation impacting individual taxpayersThe One Big Beautiful Bill ActExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Getting started with Microsoft CopilotTour of the Copilot app and how to use itVariety of hands-on case study examples for accounting, finance and taxProtecting your data privacy in Microsoft CopilotAdvanced Microsoft Copilot features reviewIntegration with Microsoft 365 apps
Surgent's Guide to the AICPA Quality Management Standards
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Virtual
2.00 Credits
Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM
ACPEN: Depreciating & Expensing Business Assets
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Online
2.00 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits Rev. Proc. 87-57 and MACRS ADS depreciation for electing farm and real estate business Update on recent developments
From Numbers to Narratives: Mastering Data Analysis for CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The Evolving Role of CPAs in a Data-Driven WorldWhy Data Analysis Matters for CPAsKey Data Analysis Skills and Concepts for CPAsLeveraging Microsoft 365 Tools for Data AnalysisBuilding a Data Analytics Mindset
ChatGPT for Accountants: 50+ Use Cases
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Virtual
2.00 Credits
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
ACPEN: Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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Online
2.00 Credits
Auditing & Accounting Yellowbook Budget Process
Ethics: How to Give and Receive Criticism the Right Way
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Virtual
2.00 Credits
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Ethics, AI, and Music: What Every CPA Must Know
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Virtual
1.00 Credits
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
ACPEN: Taxation of Judgements and Settlements
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Online
2.40 Credits
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Yellow Book: Staying Compliant With Government Auditing Standards
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Virtual
8.00 Credits
Foundation and principles of generally accepted government auditing standards (GAGAS) Yellow Book compliance requirements Ethics, independence, and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits, attestation engagements, and reviews of financial statements Fieldwork and reporting standards for performance audits
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Ethics and Ethical DilemmasEthical Codes and Professional StandardsFraud and the Fraud TriangleEthical Decision-Making ModelsFinancial Statement Manipulation TacticsCash Flow and Key Metrics Misrepresentations
ACPEN: Tax Procedure
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Online
2.00 Credits
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
ACPEN: Dashboard and Report Design Principles Using Excel
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Online
4.00 Credits
Principles of Visual Design for Dashboards and Reports Chart Design for Rapid Understanding Table Design for Efficiency Effective Use of Commentary Strategic Layout Techniques Trend Analysis Methods Developing Organizational Design Standards Excel Application Techniques Critical Review Skills Best Practices for Data Presentation
2026/27 Annual Update for Accountants & Auditors
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Key accounting and auditing developments affecting accountants and auditors across industries.Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations.Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits.
ACPEN: Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
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Online
8.00 Credits
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes Comparison of partnerships, LLCs and LLPs Overview the formation of a partnership/LLC and the §704(c) pre-contribution gain or loss rules Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items How schedule K items get allocated to partners on schedule K-1s Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members Comparing the tax and §704(b) book capital account computations Discuss partner guaranteed payments and self-employment tax issues Schedule M-1 – reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – analysis of partners’ capital accounts Review the importance and basics of calculating a partner/member’s outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations, §754 election for optional basis adjustments and §743/§734 mandatory basis adjustments
ACPEN: Making Effective Decisions When You Can’t Get Everything You Want
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Online
2.00 Credits
Decision-making fundamentals Cost-volume-profit refresher Optimization analysis Constraint mitigation strategies Coping with incomplete information Solver and other Excel capabilities Qualitative considerations
Business Tax Update: OBBA and Recent Developments
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Recent legislation impacting business taxpayersThe One Big Beautiful Bill ActExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions
ACPEN: Taxation of Business Entities
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Online
2.50 Credits
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
