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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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Registration for this event on this date is closed. See above for alternate dates.

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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No Tax on Overtime: Payroll Compliance

Tuesday, May 19
 9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

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This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. 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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Fundamentals of Form 1040 - Business

Tuesday, May 19
 9:30am - 1:30pm

Online

4.00 Credits

Member Price: $149

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This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E, and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. 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 Strategies for Maximizing Social Security Benefits

Tuesday, May 19
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $99

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As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the knowledge they need to help clients make informed choices about Social Security and retirement income.

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Surgent's Top Individual Tax Planning Strategies

Tuesday, May 19
 10:00am - 12:00pm

Online

2.00 Credits

Member Price: $99

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Individual tax planning strategies for 2026 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize these new planning strategies. Tax practitioners must know about these new changes and the planning strategies associated with them to maximize the advantages to their clients. This program will cover tax changes from 2025 that impact individuals and provide individuals with significant tax reduction opportunities for 2026.

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Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings

Tuesday, May 19
 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. Given the rising popularity of S corporations, understanding how shareholder basis and the equity section of the balance sheet work together for tax purposes is imperative for nearly any tax practitioner. In this course, we will discuss this relationship. Using examples and illustrations, we will show how contributions, operating transactions, and distributions affect shareholder basis as well as equity.

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2025 Business Federal Tax Update - Navigating the Current Tax Landscape

Tuesday, May 19
 10:00am - 6:00pm

Online

8.00 Credits

Member Price: $225

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Get ready to elevate your tax game with the Business Tax Update, designed exclusively for tax practitioners looking to sharpen their skills in business income taxation. This course doesn't just scratch the surface – it thoroughly explores the complexities of the tax code, ensuring you're equipped to navigate the ever-evolving tax landscape with confidence. From recent legislative updates to complex tax considerations like COVID-19-related subsidies, this course covers it all. Gain practical strategies and insights that you can immediately apply to assist your clients in optimizing their business income tax planning. Don't miss this opportunity to stay ahead in business taxation and enhance your expertise in a rapidly changing regulatory environment. With a focus on real-world application and comprehensive exploration of essential topics, the Business Tax Update promises to be a game-changer for your tax practice. Whether you're dealing with partnership, corporation, or LLC taxation issues, this course provides precise guidance tailored to diverse business clients. Plus, you'll gain invaluable insights into recent legislative changes, including their implications on tax code sections like Section 199A. Stay at the forefront of business taxation and ensure you're delivering top-notch advice to your clients by enrolling in this essential course today. **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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Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client’s Estate

Tuesday, May 19
 2:00pm - 5:00pm

Online

3.00 Credits

Member Price: $149

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Even though the current transfer tax exemption is extremely high to the point that few decedents have a federal estate tax liability, administering an estate is a burden for many family members. In many cases, the family members will look to their professional advisors for help in estate planning and administering an estate. The purpose of this program is to discuss those issues that practitioners with clients involved in estate planning administration need to know to advise those clients. Lack of planning and preparedness in estate issues can cost the heirs time and money upon a decedent's death.

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2025 Individual Federal Tax Update - Navigating the Current Tax Landscape

Tuesday, May 19
 2:00pm - 10:00pm

Online

8.00 Credits

Member Price: $225

Looking to stay ahead in tax matters? Join our Individual Tax Update course for an essential deep dive into Form 1040 essentials. Designed for tax pros eager to sharpen their skills, this course unpacks recent tax code changes and equips you with the know-how to navigate them effortlessly. From mastering IRS Form 1040 to leveraging new tax benefits, you'll emerge ready to optimize returns for your clients while staying compliant with the latest regulations. Don't miss out on this opportunity to boost your expertise and ensure financial success for both you and your clients! **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.

Written Information Security Plans

Wednesday, May 20
 9:00am - 10:00am

Online

1.00 Credits

Member Price: $55

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Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). 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 Partnership Taxation: Types of Basis, Contributions, and Distributions

Wednesday, May 20
 9:00am - 12:30pm

Online

4.00 Credits

Member Price: $159

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Calculating partnership basis is one of the most important things that we do as practitioners. However, it is also one of the most confusing. When we use the term "basis," we really could be referring to one of three different things. This course will explore the differences between inside basis, outside basis, and 704(b) basis. Through several examples and practice problems, we will show you how to easily distinguish among these terms. We will also explore the tax implications of initial contributions of property to a partnership as well as the different types of partnership distributions.

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Multistate Taxation - Tax Staff Essentials

Wednesday, May 20
 9:00am - 5:00pm

Online

8.00 Credits

Member Price: $349

Do you know where your clients' businesses have nexus? The rapidly evolving area of multistate taxation should be on the radar of business tax professionals.

Entertainment, Meals and Travel Expenses: Review and Update

Wednesday, May 20
 9:30am - 11:30am

Online

2.00 Credits

Member Price: $89

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Strategies for Guiding Clients Through Challenging Situations: Tax Insights

Wednesday, May 20
 9:30am - 5:30pm

Online

8.00 Credits

Member Price: $225

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In this comprehensive course, practitioners gain a deep understanding of strategic planning considerations and potential hurdles encountered when clients face difficult circumstances. Delving into an array of scenarios often classified as "challenging," the course offers tax insights. From divorce and personal bankruptcy to intricate personal relationship matters, participants will equip themselves to adeptly guide clients through these challenging scenarios by understanding the tax implications. **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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The Big Beautiful Bill: Tax Reform 2025 and What's Ahead

Wednesday, May 20
 10:00am - 1:42pm

Online

4.00 Credits

Member Price: $129

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What The Big Beautiful Bill (OBBBA) Means for You and Your Clients: Breaking Down Key Tax Provisions The “Big Beautiful Bill” is the most significant tax law package since the TCJA, and it’s now law. With dozens of TCJA provisions made permanent and plenty of new rules introduced, this session is packed with critical content for tax professionals. You’ll walk away understanding what’s changed, what’s new, and what to prepare for across individual, business, and estate taxation. Art Werner breaks down key topics like bonus depreciation, enhanced 199A deductions, Trump accounts, SALT cap changes, estate planning, charitable limits, 1099-K thresholds, and much more. He’ll also examine areas with future sunsets, business incentives, and international tax provisions that could impact clients at all income levels. *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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Federal Tax Updates for Individuals

Wednesday, May 20
 10:00am - 6:00pm

Online

8.00 Credits

Member Price: $239

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Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. 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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