Professional Development and Event Catalog
Surgent's Virtual Currency: Keeping Up with the Tax Code
1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $139
See more dates
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.
More Dates
S Corporation Checkup: Tax Issues & Forms Reporting
1:00pm - 4:37pm
Online
4.00 Credits
Member Price: $129
See more dates
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, as well as an update on Schedules K-2 and K-3. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. *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
More Dates
All About Fraud - Examples, Prevention and Auditing
1:00pm - 4:39pm
Online
4.00 Credits
Member Price: $129
See more dates
Fraud is constantly in the news. Whether it's employee retention credit mills, FTX, or the City of Dixon, it appears that fraud is everywhere. We'll start this session with a review of the common fraud schemes as identified in the 2024 Report to the Nations. We'll also review the commonalities of fraudsters. We'll then look at methods of prevention. We'll close with a look at the auditor's responsibility for the consideration of fraud in AU-C 240.
More Dates
Reviewing S Corporation Tax Returns: What Are You Missing?
1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $225
See more dates
A case-based approach to learning about the common errors practitioners make on S corporation tax returns.
More Dates
Comprehensive Audit and SSARS Update
1:30pm - 5:30pm
Online
4.00 Credits
Member Price: $149
See more dates
This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Navigating IRS Authorizations: Form 2848 and Form 8821
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Overview: Ethical challenges in finance and accounting can be complex and far-reaching, impacting not only individual careers but also entire organizations and the public trust. This webinar will provide a practical exploration of the ethical considerations professionals face in today's financial landscape. Through real-world case studies, participants will examine common ethical issues, learn to navigate conflicts between financial performance and ethical integrity, and gain tools for making sound decisions under pressure. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Surgent's Time Management for Professionals
2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $99
See more dates
The phrase "time management" is misleading. No one manages time. Instead, we manage events in our lives which consume time. Like money, time is both finite and valuable; it should be budgeted and used wisely. Those individuals who "manage" or budget their time wisely often are more productive, less stressed, and able to achieve their goals more effectively than others. Professionals by nature place a high value on their time. Still, successful time management strategies vary based upon the personality, motivation, and discipline of each individual. This course provides simple, practical, and powerful techniques that help professionals work efficiently and achieve better balance in their lives. Successful time management skills also reduce the risk of burnout, which in turn improves the likelihood of achieving success in any endeavor.
More Dates
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
2:00pm - 5:00pm
Online
3.00 Credits
Member Price: $149
See more dates
Tax practitioners advising their business clients must be fully informed regarding the multiple loss limitation provisions that apply to individuals conducting businesses and pass-through entities. This program covers the loss limitation rules that tax practitioners must know in order to advise their individual and pass-through entity clients fully and adequately as to when and if a loss limitation applies. The loss limitations discussed in this program start with an introductory discussion of hobby loss rules and graduate to a more substantive discussion of the remaining loss limitations: basis limits, at-risk rules, passive loss limits, excess business loss limits, net operating losses, and the Section 163(j) interest limitation. Knowing when loss limits apply is essential for any tax practitioner. This program will put you in a position to advise clients fully and intelligently regarding each of the loss limits.
More Dates
Deep Dive into Common Auditing Deficiencies
2:00pm - 5:39pm
Online
4.00 Credits
Member Price: $129
See more dates
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits, and risk assessment. We will review the areas of concern and how you can overcome them by employing best practices.
More Dates
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications
2:00pm - 5:40pm
Online
4.00 Credits
Member Price: $129
See more dates
Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams, Planner, Power Automate, Forms, and Power Apps to provide a productivity platform second to none. Unfortunately, most users will never benefit from working with these tools simply because they remain unaware of these features. Plan to attend this session to learn about the “rest of 365” and how these Cloud-based applications can enhance personal and team productivity while simultaneously facilitating remote working arrangements. Don’t miss this opportunity to get all the knowledge and guidance necessary to leverage your investment in Microsoft 365/Office 365 fully.
More Dates
Spring Tax Update for Business with Steve Dilley
2:00pm - 5:42pm
Online
4.00 Credits
Member Price: $129
See more dates
This program provides an update to the latest tax developments, rules and regulations impacting and business taxpayers, with a review and integration of 2024/25 legislation. *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
More Dates
Forensic Accounting: When The Office Is A Crime Scene
2:00pm - 6:00pm
Online
4.00 Credits
Member Price: $149
See more dates
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Hot Topics Audit and Attest Update
2:30pm - 4:30pm
Online
2.00 Credits
Member Price: $89
See more dates
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
K2's Time To Advance Automation - Strategies And Tools For Efficiency
3:00pm - 4:46pm
Online
2.00 Credits
Member Price: $79
See more dates
Increasingly, automating business processes is a necessity. In this session, you will learn about real-world examples of automating business processes. Remember, the survival of your business might depend upon successful automation!
More Dates
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
3:00pm - 4:56pm
Online
2.20 Credits
Member Price: $79
See more dates
"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.
More Dates
Budget Mastery: Process, Problems, and Solutions
3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $79
See more dates
The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.
More Dates
Using e-Signature Software to Process Agreements-Updated
3:00pm - 5:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many "low hanging fruit" initiatives that are relatively easy and inexpensive to deploy. E-signature software is a perfect example of the latter. John Higgins, a nationally recognized leader in accounting technology, will guide you through the process of evaluating, selecting and implementing e-signature software to streamline a solution, and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflow digital. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
More Dates
Common Deficiencies in SSARS Engagements
3:00pm - 6:41pm
Online
4.00 Credits
Member Price: $129
See more dates
Preparation, compilation and review engagements continue to be a hot topic for peer review despite SSARS 21 having been around for nearly a decade. This course will concentrate on the most common peer review findings with a focus on how to comply in an efficient but practical perspective. This course will discuss the root cause of noncompliance so that overall engagement quality increases.
More Dates
Advanced Excel: Hidden Secrets and Gems
3:30pm - 5:30pm
Online
2.00 Credits
Member Price: $89
See more dates
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.