Professional Development and Event Catalog
CPAxPACK: AI-Powered Accounting - March
Online
12.00 Credits
Member Price: $299
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*** This CPAx Pack includes five individual sessions for a total of 12 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Transform your accounting practice with our cutting-edge course bundle, designed to harness the power of artificial intelligence. "Unlock the Power of AI with Copilot in Excel" to streamline your data analysis and reporting. Dive deeper with the "AI Prompt Engineering Masterclass for Accountants," where you'll learn to craft effective AI prompts tailored to your needs. Explore "AI for CPAs - How it Works and How to Apply it" to understand the fundamentals and practical applications of AI in accounting. Automate your tax preparation process with "1040 Tax Prep Automation with AI Tools," and discover how AI seamlessly integrates into the accounting world with "How AI Fits into the Accounting World." Each course is meticulously crafted to provide you with the knowledge and skills needed to leverage AI for increased efficiency, accuracy, and innovation in your practice. Join us and become a future-ready CPA, equipped with the tools to excel in the evolving landscape of accounting. Enroll today and unlock the transformative potential of AI in your accounting career!
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CPAxPACK: Monthly Federal Tax Updates: Stay Informed on Tax! - March
Online
24.00 Credits
Member Price: $499
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*** This CPAx Pack includes 12 individual sessions for a total of 24 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live every monday beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Seismic changes in tax legislation are currently taking place, and the well-informed tax practitioner will want to attend this two-hour monthly program in order to stay abreast of these developments! Approximately one-half of each program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. The Monthly Federal Tax Updates occur every Monday at 11am and are presented by Allison M. McLeod, LL.M., CPA. These courses provide a concise look at the hottest topics affecting every tax practitioner.
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CPAxPACK: Tax Pro's Guide: Essential Courses for Tax Mastery - March
Online
12.00 Credits
Member Price: $299
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*** This CPAx Pack includes seven individual sessions for a total of 12 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Unlock the secrets of taxation with this comprehensive course bundle, designed to take you from a novice to a tax expert. Whether you're just starting with the basics of individual taxation or diving deep into the complexities of income tax analysis and IRS audit techniques, this bundle will deliver. Learn to teach tax concepts effectively, automate 1040 tax preparation with cutting-edge AI tools, and navigate the tax implications of retirement plan distributions with confidence. With detailed insights into Schedule C of Form 1040, you'll gain the knowledge and skills needed to handle diverse tax scenarios. This bundle is your ultimate guide to mastering taxation, offering a blend of foundational knowledge and advanced strategies. Join us and transform your tax expertise into a powerful skill set that will set you apart in the field, ensuring you stay ahead in the ever-evolving world of taxation. Enroll today to take steps to master becoming an expert Tax Pro in your field!
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CPAxPACK: The Ultimate IRS Guide: Forms and Collections - March
Online
8.00 Credits
Member Price: $199
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*** This CPAx Pack includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course. *** Navigate the complexities of IRS procedures with our comprehensive course bundle, designed to equip you with the knowledge and skills needed to handle various IRS interactions with confidence. From understanding the nuances of Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) to mastering the intricacies of IRS collections through Form 433 and Offer in Compromise, this bundle covers it all. Learn the step-by-step process of navigating IRS collections and gain insights into effectively responding to IRS correspondence. Each course is meticulously crafted to provide you with practical tools and strategies for managing IRS authorizations, collections, and communications. Join us and transform your understanding of IRS procedures, ensuring you are well-prepared to tackle any IRS-related challenges. Enroll today and take control of your IRS interactions with confidence!
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Schedule C of Form 1040
9:00am - 11:00am
Online
2.00 Credits
Member Price: $79
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Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals. **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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Partnership & LLC (Form 1065) - Formation to Liquidation
9:00am - 4:38pm
Online
8.00 Credits
Member Price: $300
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With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a partnership/LLC course focusing on the hottest tax topics and most frequently encountered issues. This case driven course will deal with both partnership/LLC and partner/member developments addressing the most common, yet complex Federal partnership/LLC issues and problems. **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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Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
9:00am - 4:39pm
Online
8.00 Credits
Member Price: $300
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This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations. **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 Where to Live in Retirement
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $119
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Deciding where to live in retirement is a challenge that involves a multitude of factors that differ for everyone. Each person and couple should evaluate their current living situation to see where their goals and lifestyles in retirement can best be met. The program covers the various factors that most people should consider when thinking about where to spend their retirement years.
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Estate Planning Strategies: Advanced Techniques and Tools
10:00am - 6:00pm
Online
8.00 Credits
Member Price: $245
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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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SECURE Act 2.0 and Updates (2025)
12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics. 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 2025 Tax Update for Client Advisory Services
1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $159
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Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS professionals are involved with - information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes to individual and business tax returns so that CAS professionals can better assist clients with tax needs in the upcoming year.
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Tax Season Update for Business with Steve Dilley
2:00pm - 6:00pm
Online
4.00 Credits
Member Price: $149
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This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. 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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Year-End Tax Planning: Thinking Outside the Box
3:00pm - 7:00pm
Online
4.00 Credits
Member Price: $129
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Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for 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.
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The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
4:00pm - 8:00pm
Online
4.00 Credits
Member Price: $129
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Congress was EXTREMELY busy. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master. This course will provide the participants with everything that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs. **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 it to kori.herrera@acpen.com.
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The ABCs of Advisory Services
9:30am - 11:25am
Online
2.00 Credits
Member Price: $79
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Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice. Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques.
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Surgent's Hiring New Workers and Payroll Taxes
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners, this can be a source of anxiety. They often wonder if they have everything they need. They also hear horror stories about potential IRS penalties for not having all of the boxes checked. In this course, we will explore the payroll compliance side of hiring new employees. From the alphabet soup of forms that need to be filled out to the initial payroll tax forms, we have you covered if you are a new practitioner or new business owner. We will even discuss the surprisingly difficult-to-navigate world of unemployment insurance.
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Corporate Transparency Act Developments
11:00am - 1:00pm
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 Representing a Client in an IRS Audit
11:00am - 2:00pm
Online
3.00 Credits
Member Price: $149
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Recent legislation in Congress has provided the IRS with substantially increased funding to bolster its human staff and purchase software that will allow the IRS to audit many more taxpayers in a more effective way. The IRS believes it can target the right kinds of taxpayers for audits so that it will not waste its time on audits that produce little, if any, revenue. The purpose of this program is to discuss the current state of IRS audits and the anticipated increases in the IRS's ability to audit wealthier taxpayers in an efficient way. The course will discuss the state of the IRS's current audits and where the IRS is headed with audits in the coming years. Tax practitioners should also be aware of the state of the IRS's efforts to target efficiencies so as to produce the most revenue.
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S Corporations: Calculating Shareholder Basis
11:30am - 1:30pm
Online
2.00 Credits
Member Price: $89
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A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. 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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CFO Solutions to IRS Problems
1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $149
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Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.