Professional Development and Event Catalog
The New Quality Management Standards - What Everyone Needs to Know
Thursday, Dec. 10 12:00pm - 1:48pm
Online
2.00 Credits
Member Price: $89
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The AICPA issued the new Quality Management Standards as a part of its overall quality improvement initiative. This course will highlight the foundational principles within the new approach that everyone in the CPA firm should know.
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Mastering Partnership Basis: Inside and Outside Basis
Thursday, Dec. 10 12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
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This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the 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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Tax Season and OBBBA Update for Individual with Steve Dilley
Thursday, Dec. 10 12:00pm - 4:00pm
Online
4.00 Credits
Member Price: $149
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This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025 for individual taxpayers, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and beyond. 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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Multistate Taxation - Issues and Planning Opportunities
Thursday, Dec. 10 12:00pm - 7:41pm
Online
8.00 Credits
Member Price: $250
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Join our course on Multistate Taxation – Issues and Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations, and audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity, and interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks, and ensure compliance with multistate taxation. Join us and navigate the complexities of finance confidently. **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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What If Your Client Didn't Take Reasonable Compensation
Thursday, Dec. 10 1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $55
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Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. 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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Change Management: Your Leadership Role for Aligning Profits and Culture
Thursday, Dec. 10 1:00pm - 2:46pm
Online
2.00 Credits
Member Price: $89
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This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating and leading through organizational change. This advanced program focuses on enhancing agility by providing the tools and techniques necessary to manage and adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments.
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Nonprofit Tax Rules After OBBA: From Regulation to Reporting
Thursday, Dec. 10 1:00pm - 2:50pm
Online
2.00 Credits
Member Price: $89
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This course provides a comprehensive overview of nonprofit tax compliance in the evolving regulatory landscape following OBBA. Participants will examine the legislative changes impacting tax-exempt organizations, with a focus on governance, reporting obligations, unrelated business income, executive compensation, and compliance risk management. Attendees will learn how to translate regulatory requirements into accurate reporting and sound organizational policy. *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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Fraud and Embezzlement: Case Studies from the Trenches
Thursday, Dec. 10 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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Governmental entities are the second largest victims of embezzlement. This seminar examines recent events involving theft of public money and circumstances that allowed the fraud to occur. Case studies we examine include the 2012 $54 million embezzlement from the City of Dixon by Rita Crundwell. The events that impacted the small Illinois town of 16,000 residents was the largest governmental fraud case to date, and spanned an astonishing 20 years. This remarkable story inspired an award-winning documentary, "All the Queen's Horses." We will also examine factors that led to scandals involving the Baptist Foundation of Arizona, World Com, Collin Street Bakery and the Ohio American Cancer Society, among others. This course is ideal for CPAs, government finance personnel, all Internal Auditors, lawyers, governance professionals, accountants and human resource personnel. 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 Engagement and Client Retention Best Practices
Thursday, Dec. 10 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $119
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Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relationship with professional advisors. Fortunately, there are tested strategies that foster and strengthen client relationships. Creating appropriate boundaries early on is one of many effective strategies that can help. This course explores actions accounting and finance professionals can take to create and grow their client relationships. This webinar provides actionable insights on how to engage new and old clients alike. Strained client relationships can harm both the client and the firm's profitability. Yet automation, for example, allows some firms to remain more engaged while others miss the mark. There is a science underlying client retention that involves understanding the client journey, ensuring consistent client interactions, and equipping employees with the tools needed to satisfy client needs. Understanding these skills should help you protect the relationships that sustain your business.
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Surgent's Strategies for Maximizing Social Security Benefits
Thursday, Dec. 10 1:00pm - 3:00pm
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 The Essential Multistate Tax Update
Thursday, Dec. 10 1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $159
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With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.
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Financial Statement Presentation and Disclosure
Thursday, Dec. 10 1:00pm - 4:38pm
Online
4.00 Credits
Member Price: $149
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This comprehensive session is a must-attend event for any professional accountant who prepares financial statements for either a private enterprise or a firm client. We illustrate best practices for presentation and disclosure by revisiting fundamentals of financial reporting for various industries. This workshop explores best practices for United States GAAP in addition to considerations for special purpose frameworks. Experienced accountants will benefit from a refresher whereas other accountants will appreciate formative skill-building insights.
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A Culture of Regulatory Ethics: A Competitive Advantage
Thursday, Dec. 10 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $149
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In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, case studies, and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead. 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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Claude Cowork in Practice: Advanced Workflow for Accountants
Thursday, Dec. 10 1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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This course provides a concise overview of advanced, real-world applications of Claude Cowork, focusing on how accountants can operationalize agentic AI within complex financial workflows. Moving beyond foundational concepts, this session explores how AI plugins, structured workflows, and integrated data environments elevate Cowork from a capable assistant into a specialized accounting partner. Participants will examine high-impact use cases such as variance analysis, invoice automation, and board-level reporting, while learning how to embed domain intelligence through the Finance Plugin and firm-specific customization. A central theme of the course is the application of the Sparring Partner Protocol, enabling accountants to rigorously validate, challenge, and enhance AI-generated outputs. The session emphasizes that while AI can execute 70-80% of the work, professional judgment, verification, and strategic interpretation remain essential. 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 and Testing Control and Compliance in a Single Audit
Thursday, Dec. 10 1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
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Single audits bring unique control and compliance requirements that differ from GAAS, often leaving auditors uncertain about where their responsibilities truly begin and end. This course removes that uncertainty by clearly outlining auditor responsibilities and providing practical guidance for applying single audit requirements with confidence. Through 20 focused, hands-on exercises, you'll strengthen your skills in control and compliance testing and gain the insight needed to perform single audits more efficiently and effectively.
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Resistance to Resilience: Strive for Tech Change Acceptance
Thursday, Dec. 10 2:00pm - 3:00pm
Online
1.00 Credits
Member Price: $55
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Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM), and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. 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 Weekly Expert Hour
Thursday, Dec. 10 2:00pm - 3:00pm
Online
1.00 Credits
Member Price: $79
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As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today — your clients and your bottom line will thank you.
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Individual Tax Update 2026: Cases, Rulings and Real-World Impact
Thursday, Dec. 10 2:00pm - 3:46pm
Online
2.00 Credits
Member Price: $89
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Tax law continues to evolve—and so do the risks and opportunities for individual taxpayers. This 2026 update examines the most important cases, IRS rulings, and administrative guidance from the past year, translating complex developments into practical takeaways. Learn how new interpretations affect deductions, credits, reporting obligations, controversy issues, and tax planning strategies. Walk away with tools you can immediately apply in practice. *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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Form 1120S - Preparation and Analysis
Thursday, Dec. 10 2:00pm - 3:51pm
Online
2.00 Credits
Member Price: $89
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This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Participants will also learn how to calculate shareholder basis and understand the strategic advantages and limitations of an S corporation. *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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International Tax Treaties
Thursday, Dec. 10 2:00pm - 3:52pm
Online
2.00 Credits
Member Price: $89
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This course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations. **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.