Professional Development and Event Catalog
State Tax 360° Conference (IN-PERSON)
Tuesday, Nov. 10 8:20am - 4:35pm
Rocky Hill
8.00 Credits
Member Price: $324
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*IMPORTANT: This is the in-person option for the State Tax 360° Conference. State Tax 360° is the educational and networking experience for tax professionals in Connecticut! In this fresh approach, local experts in state taxation will discuss the latest topics and answer your questions. Participants will then have a series of local resources to turn to when that sticky tax issue arises. State Tax 360° is a great opportunity to learn about high-level topics, network with other professionals, and bring additional value to your clients.
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State Tax 360° Conference (VIRTUAL)
Tuesday, Nov. 10 8:20am - 4:35pm
Online
8.00 Credits
Member Price: $324
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*IMPORTANT: This is the virtual option for the State Tax 360° Conference. State Tax 360° is the educational and networking experience for tax professionals in Connecticut! In this fresh approach, local experts in state taxation will discuss the latest topics and answer your questions. Participants will then have a series of local resources to turn to when that sticky tax issue arises. State Tax 360° is a great opportunity to learn about high-level topics, network with other professionals, and bring additional value to your clients.
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LEARNING PATH: Staff Accountant Core Foundations
Monday, Nov. 2 3:00am - Monday, Nov. 30 1:00pm
Online
10.00 Credits
Member Price: $259
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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 10 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: Compliance in a Box
Monday, Nov. 2 3:00am - Monday, Nov. 30 11:00pm
Online
20.00 Credits
Member Price: $449
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REGISTRATION INSTRUCTIONS: This is a Learning Path which contains several courses for a total of 20 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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Federal Tax Update for Business with Doug Van Der Aa
Tuesday, Nov. 10 9:00am - 12:36pm
Online
4.00 Credits
Member Price: $149
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This program will address recent legislation, rulings and developments affecting business taxpayers and provide practitioners with a comprehensive update for the upcoming tax season. *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 terri.storer@acpen.com
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Partnership Essentials: Review and Update
Tuesday, Nov. 10 9:00am - 12:40pm
Online
4.00 Credits
Member Price: $149
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This course examines the critical issues and special opportunities facing partnerships and their partners, as well as the relationship between limited liability companies and partnerships, with a focus on reporting tax basis capital accounts. *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 terri.storer@acpen.com
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Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025
Tuesday, Nov. 10 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $119
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Schedule 1-A is a new tax form designed to consolidate four key OBBBA deductions that can be taken for the first time in 2025. Ultimately these four deductions: the tip deduction, the overtime deduction, the deduction for interest paid on a new car loan, and the senior deduction, appear as a single entry on line 13b of Form 1040. These deductions are phased out at higher income levels, the calculation of which takes place on Schedule 1-A. Accounting and finance professionals who wish to understand the mechanics of the four deductions and how they are expressed on Schedule 1-A and consolidated on Form 1040 would benefit from taking this program.
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Estate Planning Strategies: Advanced Techniques and Tools
Tuesday, Nov. 10 10:00am - 5:39pm
Online
8.00 Credits
Member Price: $250
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As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques, and the impact of recent tax law changes on estate and gift taxation. With a focus on real-world application, this course provides practical strategies for leveraging closely held stock, split-interest trusts, and life insurance in estate planning. Attendees will explore how to maximize tax benefits while ensuring compliance with changing regulations, ultimately helping clients achieve their financial and legacy goals. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
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Surgent's S Corporation Core Tax Issues From Formation Through Liquidation
Tuesday, Nov. 10 10:00am - 6:00pm
Online
8.00 Credits
Member Price: $279
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As experienced staff members master the preparation intricacies of an 1120-S tax return, they are expected to understand and apply the underlying concepts, principles and laws governing S corporation status. This course is designed to illustrate in both theory and practice overarching principles that govern S corporations from formation to revocation, termination and liquidation. Experienced, client-facing staff should be aware of the pitfalls that may inadvertently cause an S-status termination or may generate unintended tax consequences to shareholders.
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Individual Tax Update: OBBA and Recent Developments
Tuesday, Nov. 10 11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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A discussion of the latest tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. 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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Tax Planning for Small Businesses - Tax Staff Essentials
Tuesday, Nov. 10 12:00pm - 4:00pm
Online
4.00 Credits
Member Price: $139
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Tax planning strategies for now and then Clients want help with present and future business services. Which tax planning strategies will you provide for your corporate and small business clients? Course materials are updated for the latest legislation, including H.R. 1, commonly referred to as OBBBA. In this course, you get the information you need to answer tough questions and learn the best strategies for your clients. Materials are updated for the following new and updated tax provisions of H.R. 1: Section 1202 qualified small business stock exclusion State and local tax deduction cap Section 199A qualified business income deduction Bonus depreciation 100% depreciation deduction for qualified production property Section 179 expensing Meals and fringe benefits You'll also get caught up on IRS guidance on other recent tax changes, particularly those related to retirement plans and required minimum distributions. Meet the needs of small businesses at every stage Even though the materials focus on taxes, taxes are only one of many considerations a small business owner must make when forming a new entity. The course covers common small business matters at different stages in the business lifecycle: Growth stage Maturity stage Late-maturity stage Decline stage Content for all entity types What do you need to do to form a sole proprietorship, partnership, or other type of entity? As we address this question, you will consider the nuances of each entity structure. Part of Tax Staff Essentials Level 4 This self-study online course is part of Tax Staff Essentials Level 4, a comprehensive learning program that provides tax managers, directors, and partners with the advanced technical training required to work with their most sophisticated clients.
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Corporate Transparency Act Developments
Tuesday, Nov. 10 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. 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 Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
Tuesday, Nov. 10 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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Many tax clients with losses from their S corporations, partnerships, and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why, and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a loss from a pass-through entity and using it to offset other income. This program is extremely helpful for anyone with pass-through entity clients.
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Eat, Drink and Maybe Deduct: Mastering IRC 274
Tuesday, Nov. 10 1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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This session provides a comprehensive analysis of meals and entertainment regulations under IRC 274 as amended by the Tax Cuts and Jobs Act. Participants will learn how to identify deductible vs. nondeductible expenditures, interpret the regulatory definitions surrounding "entertainment," "business associate," and reimbursement arrangements, and apply the numerous exceptions under IRC 274(e), including compensation, recreational activities, public availability, and goods or services sold to customers. Using examples from the final regulations, we will dissect key distinctions such as separately stated food and beverage costs, employer-provided meals, and the treatment of per diem reimbursements. This course equips practitioners with the technical precision required for compliance, documentation, and audit defense. 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 Guide to the 401(k): Concepts and Strategies
Tuesday, Nov. 10 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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This course delivers a comprehensive, practitioner-focused analysis of 401(k) plans, emphasizing rules, planning opportunities, and common execution risks faced by employees, executives, and business owners. Participants will develop a detailed understanding of plan mechanics, contribution limits, testing requirements, and timing rules, with particular attention to avoiding overfunding, coordinating multiple plans, and maximizing employer benefits. The course examines employee and employer contribution structures, including elective deferrals, catch-up contributions, after-tax contributions, matching and profit-sharing formulas, and special coordination issues for executives, multiple employers, and solo 401(k) plans. Participants learn how to identify and implement advanced strategies such as Roth vs. traditional optimization, mega Roth planning, in-plan conversions, and effective use of employer stock through net unrealized appreciation (NUA). Distribution planning is a core focus, including tax treatment, early distribution penalties, rollover mechanics, and basis tracking across pre-tax, Roth, and after-tax sources. The course emphasizes practical decision-making when evaluating lump sum vs. annuity options, executing rollovers correctly, managing withholding and tax payments, and applying penalty exceptions. Special scenarios, including inherited 401(k) accounts, trust beneficiaries, and Roth-specific timing rules, are also addressed.
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Surgent's Taxation of the Mobile Workforce
Tuesday, Nov. 10 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
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Today's workforce looks a lot different than it used to. With more people working from home and across state lines, employers must examine withholding and unemployment laws in a new light. In this course, we will examine tried and true rules in this area and examine statutes that are still developing. Using real-life examples and discussion, we will examine state laws on reciprocity and residency requirements. We will also look at what to do when state laws are silent or conflict on a particular issue so you can keep your clients in compliance and be well-prepared for the questions that will come your way in these ever-changing times.
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Reasonable Compensation for S Corps
Tuesday, Nov. 10 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. 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 Representing a Client in an IRS Audit
Wednesday, Nov. 11 9:00am - 12:00pm
Online
3.00 Credits
Member Price: $169
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The Inflation Reduction Act of 2022 called for delivering nearly $80 billion to the IRS over 10 years to allow the IRS to purchase new technology and hire employees. This funding would have provided the IRS with new equipment and new employees, possibly to handle more audits, many of them involving very complex tax issues. The Trump Administration has reversed this with prospects for a reduction in IRS employees and less money to fund the purchase and development of new software. This program discusses the current state of IRS audits. Trump administration changes will of course have enormous impacts on these audits going forward.
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S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials
Wednesday, Nov. 11 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $319
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Explaining the misunderstood The S corporation form is unique and often misunderstood. You'll learn how to assist your clients with the most misconstrued areas of S corporation taxation and how they can use S status to their advantage. Updated for recent legislation, including H.R. 1 The world of taxation is never static. H.R. 1, commonly referred to as OBBBA and passed in 2025, affected virtually every type of taxpayer, including S corporations. Refreshed materials discuss the H.R. 1 provisions that affect S corporations and their shareholders, including the qualified business income deduction and Section 179 expensing. The course has also been updated for legislative and regulatory developments related to: Inflation Reduction Act SECURE 2.0 SECURE 1.0 Weighing the pros and cons S corporation status doesn't suit every business. Throughout the course, you'll learn when it is advantageous or disadvantageous to be taxed as an S corporation. Making the model work You'll be exposed to methods of effectively communicating with potential business clients and existing shareholders about how you can make the S corporation business model work for them. Part of Tax Staff Essentials Level 1 This self-study online course is part of Tax Staff Essentials Level 1, a comprehensive learning program that provides tax staff with the technical training required to support their teams.
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Spring Tax Update with Steve Dilley
Wednesday, Nov. 11 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.