Professional Development and Event Catalog
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Hands-On Tax Return Workshop – Partnerships and LLCs (Form 1065)
Tuesday, Dec. 29 11:00am - 6:40pm
Online
8.00 Credits
Member Price: $300
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This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of partnership, limited liability company (LLC) and limited liability partnership (LLP) taxation. A cornerstone of this course is the preparation of the Form 1065 using a fairly complex trial balance common to most partnership, LLP and LLC income tax returns. *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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Individual Tax Update: OBBA and Recent Developments
Tuesday, Dec. 29 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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Ethics, AI, and Music: What Every CPA Must Know
Tuesday, Dec. 29 12:00pm - 1:00pm
Online
1.00 Credits
Member Price: $55
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You may be surprised to learn how artificial intelligence is transforming the music you love. For example, what happens when AI creates songs based on other people's work without credit or payment? How should musicians disclose the role of AI in their recordings? The challenges that AI poses for music, such as threats to intellectual property, confidentiality, fairness, and professional reputations, are also front and center in accounting. This one-hour ethics course invites you to explore one of your favorite subjects outside of work. You'll discover how the five principles of ethical intelligence can help you listen to music in ways you never considered before. You'll also see how these same principles guide you in making the best decisions in your accounting practice. 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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Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words
Tuesday, Dec. 29 12:00pm - 1:47pm
Online
2.00 Credits
Member Price: $89
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People fear presenting more than they do “death”. Communicating numbers is a scary proposition to overcome for both the presenter and the recipients. This course is designed to enhance the communication skills of CPAs and CFOs by emphasizing the importance of understanding and mastering the facts before delivering any presentation, understand the key elements of presenting a narrative, and provide examples to engage live and virtual teams in effective numbers presenting. The goal is to equip financial professionals with the tools needed to overcome fears and provide the best practices research on all types of presentations-from communicating complex financial information effectively to conducting a casual virtual meeting. This is a fun session intended to be interactive with participation either live, virtual or both.
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Travel/Entertainment Expenses and Taxes: What You Need to Know for Compliance
Tuesday, Dec. 29 12:00pm - 1:47pm
Online
2.00 Credits
Member Price: $89
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This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. An OBBBA of 2025 update, cases and rulings will also be addressed. *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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Common Peer Review Deficiencies and How to Avoid Them
Tuesday, Dec. 29 12:00pm - 1:48pm
Online
2.00 Credits
Member Price: $89
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Required Peer Reviews are an important element for ensuring high quality audit and attest services are being offered by CPAs. This course will explore the most common deficiencies identified through the Peer Review program, so that CPAs know what potential problems to avoid.
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Form 7203 - How to Calculate Shareholder Basis
Tuesday, Dec. 29 12:00pm - 1:50pm
Online
2.00 Credits
Member Price: $89
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Starting with tax year 2021, Form 7203, S Corporation Shareholder Stock and Debt Basis Limitation, may be required to accompany shareholders’ Individual Income Tax Returns (Form 1040). This form is essential for reporting a shareholder's outside basis and debt basis to properly apply loss limitations under I.R.C. §461 and at-risk limitations. This course will provide a detailed overview of Form 7203, including its mechanics and strategies for completing it accurately. Additionally, strategies for reconstructing shareholder basis when it has not been maintained in the past will be discussed, helping practitioners handle these scenarios effectively. *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 Controllership Series - The Controllers Role in Strategic Thinking and Advising - Part 2
Tuesday, Dec. 29 1:00pm - 2:02pm
Online
1.20 Credits
Member Price: $39
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The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations, and financial outcomes. This can sometimes appear to be accuracy-focused and not necessarily decision useful insight. Controllers must move away from just variance explanation and include performance interpretation. To do this, the controller must understand business models and value drivers, be able to translate strategy into financial growth and align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts and controllers will come away with insightful ideas regarding how to elevate their roles.
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Ethics in Today’s World and Practical Application Tips
Tuesday, Dec. 29 1:00pm - 2:47pm
Online
2.00 Credits
Member Price: $85
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The topic of ethics has seemed to permeate every aspect of today’s business including occupying a significant spot in today’s business, educational and professional curriculum. Yet with all the discussion and awareness on the topic, why is it that significant ethical dilemmas and incidents continue to impact our daily lives? The concept of ethics is based in moral philosophy. In part, that is why it is such a difficult issue to “manage”. We often get caught between our independent moral ethical duty, the legal or compliance viewpoint of an issue and management concerns around reputation and ramifications. This course is dedicated to examining a time-line of historical ethical issues that have plagued the business world, evaluating the moral and perceived concepts around ethics, and taking a practical look at how moral and ethical concepts impact the creation of an ethical culture.
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Addressing Common Documentation Deficiencies
Tuesday, Dec. 29 1:00pm - 2:48pm
Online
2.00 Credits
Member Price: $89
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The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession today. Over half of the engagements reviewed by the AICPA failed to meet the requirements of AU-C 230, highlighting a critical need for improvement. This course addresses common misconceptions about audit documentation and provides actionable strategies to overcome these deficiencies. Attendees will learn best practices to ensure compliance with professional standards, enhance audit quality, and mitigate risks associated with poor documentation. Whether you are an experienced professional or new to auditing, this course will help you strengthen your documentation practices and uphold the highest standards of the profession.
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Business Ethics
Tuesday, Dec. 29 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas and how to resolve them. Being ethical is not the same as complying with the law and ethical issues are not always black and white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons from the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.
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Power Skills: Professionalism and Client Interactions
Tuesday, Dec. 29 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $89
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Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client and also walk through complicated scenarios to practice what we learn. 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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Taxation of the Cannabis Industry
Tuesday, Dec. 29 1:00pm - 3:00pm
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 Fundamentals of Public Charity Taxation and Form 990
Tuesday, Dec. 29 1:00pm - 4:30pm
Online
4.00 Credits
Member Price: $159
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If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the course for you! The program focuses on common issues that professionals will likely encounter when they prepare the Form 990 and additional tax rules applicable to not-for-profits.
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AI-Enhanced Business Consulting for CPAs: Strategies and Tools
Tuesday, Dec. 29 1:00pm - 4:41pm
Online
4.00 Credits
Member Price: $149
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Does your firm have an interest in expanding its services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand where consulting business opportunities exist, what are the firm’s professional responsibilities, how to recognize the needs of the client and how the practice can be leveraged using AI.
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About the TIGTA: Who Watches the IRS?
Tuesday, Dec. 29 1:30pm - 3:30pm
Online
2.00 Credits
Member Price: $89
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This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws, and upholding ethical standards in the accounting profession. 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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2026/27 Not-for-Profit GAAP Update
Tuesday, Dec. 29 2:00pm - 3:00pm
Online
1.00 Credits
Member Price: $55
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Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. This course is designed to help practitioners, financial leaders, and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. 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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Federal Disasters - How to Deduct Personal Casualty Losses
Tuesday, Dec. 29 2:00pm - 3:02pm
Online
1.00 Credits
Member Price: $39
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Literally thousands of individual taxpayers may have increased deductions or exclusions from gross income as a result of the Disaster Relief Act of 2023 and OBBBA of 2025. Casualty provisions are retroactive to December 19, 2019 through late 2025. Both low and high-income taxpayers may benefit from RETROACTIVE AND CURRENT deductions. There are also exclusions of payments received as compensation for wildfire damages — retroactive to 2014! This course will review these provisions which can bring substantial tax savings to 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 terri.storer@acpen.com
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Thinking Like an Auditor When Preparing Your Financial Statements
Tuesday, Dec. 29 2:00pm - 3:47pm
Online
2.00 Credits
Member Price: $89
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External auditors understand concepts like materiality, reasonableness, and risk of material misstatement. This course will explain how to think like an auditor when preparing and fairly presenting your financial statements and related disclosures.
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Self-Rental Real Estate: Integrating the Passive Activity Rules with the Flow-Through Entity Deduction Rules
Tuesday, Dec. 29 2:00pm - 3:54pm
Online
2.00 Credits
Member Price: $89
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This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. *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