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Professional Development and Event Catalog

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LEARNING PATH: Monthly Federal Tax Updates

Friday, May 1 3:00am - Sunday, May 31 3:00am

Online

24.00 Credits

Member Price: $499

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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains monthly courses for a total of 24 CPE. Once registered, detailed instructions will be emailed to sign up for each individual course. You must attend each course by April 30, 2027.

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LEARNING PATH: Staff Accountant Core Foundations

Friday, May 1 3:00am - Sunday, May 31 1:00pm

Online

10.00 Credits

Member Price: $259

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LEARNING PATH: Compliance in a Box

Friday, May 1 3:00am - Sunday, May 31 11:00pm

Online

20.00 Credits

Member Price: $449

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Estate Planning Conference (IN-PERSON)

Thursday, May 21
 8:30am - 5:20pm

New York

8.00 Credits

Member Price: $379

*IMPORTANT:  This is the in-person option for this conference and is being run in partnership with the New York State Society of CPAs (you do have the option to attend this conference virtually as well, but please make sure to select the in-person option when registering). Please join us at the NYCPA Estate Planning Conference, long recognized as one of the premier estate planning programs in the Northeast United States. Each year, the sponsoring committee assembles a dynamic agenda designed to help practitioners navigate the most significant developments shaping estate, gift, and trust planning.This year’s Conference will once again offer timely insights into emerging trends, regulatory updates, technical planning considerations, and practical strategies relevant to professionals advising high-net-worth individuals, families, and closely held businesses. Attendees can expect in-depth discussions led by experienced practitioners, addressing the evolving federal and state landscape and its impact on modern estate planning practices. Offered both in-person and virtual, this hybrid Conference is a must-attend event! Highlights: Current developments in estate, gift, and generation-skipping transfer tax planning Planning with the new $ 15 million federal estate, gift and generation-skipping transfer (GST) tax exemptions under The One Big Beautiful Bill Act Marital Trust Planning and the consequences of divorce down the road IRS challenges to grantor retained annuity trusts (GRATs) in the Elcan case Preserving attorney-client privilege and confidential communications Planning with partnership or LLC interests, including through nongrantor trusts Estate and Gift Planning with the International Client Please note that the Class Pass does not apply to this program.

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Estate Planning Conference (VIRTUAL)

Thursday, May 21
 8:30am - 5:20pm

Online

8.00 Credits

Member Price: $299

*IMPORTANT:  This is the virtual option for this conference and is being run in partnership with the New York State Society of CPAs (you do have the option to attend this conference in person as well, but please make sure to select the in-person option when registering). Please join us at the NYCPA Estate Planning Conference, long recognized as one of the premier estate planning programs in the Northeast United States. Each year, the sponsoring committee assembles a dynamic agenda designed to help practitioners navigate the most significant developments shaping estate, gift, and trust planning.This year’s Conference will once again offer timely insights into emerging trends, regulatory updates, technical planning considerations, and practical strategies relevant to professionals advising high-net-worth individuals, families, and closely held businesses. Attendees can expect in-depth discussions led by experienced practitioners, addressing the evolving federal and state landscape and its impact on modern estate planning practices. Offered both in-person and virtual, this hybrid Conference is a must-attend event! Highlights: Current developments in estate, gift, and generation-skipping transfer tax planning Planning with the new $ 15 million federal estate, gift and generation-skipping transfer (GST) tax exemptions under The One Big Beautiful Bill Act Marital Trust Planning and the consequences of divorce down the road IRS challenges to grantor retained annuity trusts (GRATs) in the Elcan case Preserving attorney-client privilege and confidential communications Planning with partnership or LLC interests, including through nongrantor trusts Estate and Gift Planning with the International Client Please note that the Class Pass does not apply to this program.

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Multi Year Failure to File: Getting into Compliance

Thursday, May 21
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

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This comprehensive program equips CPAs with the knowledge and practical tools to handle clients who have failed to file tax returns for multiple years. The course covers every stage of the process-from client onboarding and transcript analysis to risk assessment, ethical considerations, and resolution strategies. Participants will learn how to manage cases involving individuals, married couples, businesses, payroll taxes, and S corporations, including situations with missing records and potential criminal exposure. Real-world examples, IRS references, and best practices are integrated throughout to ensure confidence and compliance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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The Best Individual Income Tax Update Course by Surgent

Thursday, May 21
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $299

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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.

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Partnership Preparation, Basis Calculations & Distributions - Form 1065 Schedule K & K-1 Analysis

Thursday, May 21
 10:00am - 5:39pm

Online

8.00 Credits

Member Price: $300

This comprehensive training is designed to get the accountant up to speed quickly with partnership and limited liability company (LLC) formation and preparation issues as well as a complete understanding of calculating a partner and LLC member’s basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1065 Schedule K and K-1 and how these items affect the partner/member’s individual income tax return. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

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S Corporations: Tax Compliance, Elections, and Best Practices

Thursday, May 21
 1:00pm - 9:00pm

Online

8.00 Credits

Member Price: $225

This comprehensive course covers the most common aspects and tax implications of S Corporations, providing a deep dive into their structure, tax treatment, and compliance requirements. Participants will learn the mechanics of electing Subchapter S status, with discussions on Form 2553 and relief options for late filings. The course also explores the application of Rev. Proc. 2022-19 and Rev. Proc. 2023-3, analyzing their differences and implications under I.R.C. §1361 and §1362. Key topics include corporate formalities, shareholder stock and debt basis, and highlights of Form 1120S and its schedules (K-1, K-2, and K-3). Additionally, participants will gain insights into officer reasonable compensation requirements, audit strategies, and corrective measures for eligibility errors. *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

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LLC's & S Corps -- A Comparative Analysis

Thursday, May 21
 3:00pm - 7:00pm

Online

4.00 Credits

Member Price: $129

This course provides an in-depth comparative analysis of Limited Liability Companies (LLCs) and S Corporations, focusing on their tax implications, compliance requirements, and operational structures. Participants will explore key aspects of entity formation, tax treatment, and compliance with corporate formalities. Topics include electing Subchapter S status, mechanics of Form 2553, and relief options for late filings under Rev. Proc. 2022-19. The course also highlights entity-specific tax forms, accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning, and audit strategies. Additionally, participants will review Schedules K-1, K-2, K-3, and effectively connected income for both entity types. *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

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Tax Update: "One Big Beautiful Bill"

Thursday, May 21
 4:00pm - 6:00pm

Online

2.00 Credits

Member Price: $89

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This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Surgent's A Complete Guide to Reporting Form 1099-DA

Friday, May 22
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $119

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For each digital asset sale that a broker has affected for a customer in 2025, the broker must complete Form 1099-DA. A broker includes any person who, in the ordinary course of a trade or business, stands ready to affect sales of digital assets to be made by others. This program covers the required rules for reporting digital asset transactions on Form 1099-DA.

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Surgent's Social Security and Medicare: Planning for You and Your Clients

Friday, May 22
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $279

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Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

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Untying the Knot: Taxes and Divorce

Friday, May 22
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $239

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Description: Divorce brings emotional and financial challenges and navigating the tax implications can be one of the most complex aspects. This in-depth, 8-credit webinar, Untying the Knot: Taxes and Divorce, is designed to equip tax professionals with the knowledge and strategies needed to guide clients through the intricate tax issues that arise during and after divorce. What You'll Learn: This comprehensive session will cover critical topics, including: - Filing Status: Determining the correct filing status during and after divorce. - Qualified Domestic Relations Orders (QDROs): Tax implications of dividing retirement accounts. - Back Taxes: Strategies for addressing unpaid tax liabilities during and after divorce. - Offers-in-Compromise & Installment Agreements: Resolving tax debts with the IRS. - Currently-Not-Collectible Status: Understanding when and how to use this option. - Innocent Spouse & Injured Spouse Relief: Protecting clients from unfair tax liabilities. - Lien Discharges & Subordinations: Managing IRS liens on property during divorce. - Reasonable Compensation: Evaluating fair compensation in divorce-related business valuations. - Case Studies: Explore unusual and complex tax issues in divorce through real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes

Friday, May 22
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $99

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Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state level taxation may have changed permanently with the addition of PTE elections.

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Taxation of the Cannabis Industry

Friday, May 22
 12:30pm - 2:30pm

Online

2.00 Credits

Member Price: $89

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This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals

Friday, May 22
 1:00pm - 3:00pm

Online

2.00 Credits

Member Price: $119

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It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. This program is a two-hour review and analysis of what we consider some of the most current and important changes from the OBBBA. If you want the latest OBBBA information to relay to your clients, this course is for you.

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IRS Cybersecurity Checklist

Friday, May 22
 3:00pm - 4:52pm

Online

2.00 Credits

Member Price: $79

This course is designed to provide learners with an understanding of the Internal Revenue Service (IRS) Cybersecurity Checklist and how it can be used to protect taxpayer data. The course will cover the basics of cybersecurity, including threats, risks, and vulnerabilities. Learners will be introduced to the IRS Cybersecurity Checklist, which provides a framework for organizations to assess and enhance their cybersecurity practices. The course will cover the various elements of the IRS Cybersecurity Checklist, including access control, data protection, and employee training. Learners will gain an understanding of the importance of each element and how it contributes to the overall security of taxpayer data. The course will also cover best practices for implementing each element of the IRS Cybersecurity Checklist. Throughout the course, learners will be presented with real-world examples of cybersecurity threats and breaches, highlighting the importance of effective cybersecurity practices. Learners will also be given practical exercises and assessments to reinforce their understanding of the IRS Cybersecurity Checklist. *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to Kori.herrera@acpen.com.

Fringe Benefits & Compensation Planning - Today and Beyond

Saturday, May 23
 9:00am - 4:45pm

Online

8.00 Credits

Member Price: $225

In today's dynamic economic landscape, staying ahead with effective fringe benefit planning is more critical than ever for both businesses and individual clients. With evolving tax laws and shifting market dynamics, understanding the intricacies of fringe benefit planning is essential to ensure financial well-being and compliance. This course offers a comprehensive overview of essential tools and techniques tailored for financial professionals, allowing them to navigate the complexities of fringe benefit planning with confidence and precision. By attending this course, practitioners will gain invaluable insights into various planning tools and techniques essential for meeting fringe benefit planning objectives. From mastering the subtleties of employee benefit planning, including ERISA reporting and disclosure requirements, to unraveling the complexities of IRC §132 fringe benefit options, attendees will enhance their expertise to deliver superior advisory services. The curriculum also delves into the practical aspects of cafeteria plans, flexible spending accounts, group term life insurance plans, and strategies for financing retiree medical benefits, among others. With a focus on practical application and real-world scenarios, this course equips participants to tackle fringe benefit planning challenges head-on, providing them with the tools and knowledge needed to optimize benefits for both business and personal needs, now and in the future. **Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

The Complete Guide to the Preparation of Form 1041

Saturday, May 23
 11:30am - 7:30pm

Online

8.00 Credits

Member Price: $245

Preparing Form 1041 is essential for tax professionals working with estates and trusts. This course provides a practical, step- by-step approach to completing the U.S. Income Tax Return for Estates and Trusts, covering key issues such as distributable net income (DNI), income in respect of a decedent (IRD), and tax compliance for fiduciary entities. Participants will gain a clear understanding of Subchapter J of the Internal Revenue Code and learn how to apply tax rules to real world situations. Through case studies and line-by-line instruction, this course equips professionals with the skills needed to prepare Form 1041 accurately and efficiently. Additionally, it will include updates on any new legislation or IRS guidance introduced by the current administration and its impact on fiduciary taxation. *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com