CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
Browse CPE by Field of Study, and use the Format/Type filter to narrow by In-Person, Webcast, Bundles or On-Demand.
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Financial Planning: Auto & Homeowners Insurance (1 hour)
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Online
1.0 Credits
Member Price: $55
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While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. 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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SOC 2® Report Walkthrough (2 hours)
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Online
2.0 Credits
Member Price: $89
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This webcast will walk you through a SOC 2 report, giving you enhanced knowledge of essential information for preparing or reviewing SOC 2 reports. Get comfortable with SOC 2 reports. Avoid potential pitfalls. For service auditors and user entities new to SOC 2 reporting, not understanding the report contents can result in reporting deficiencies or inappropriate identification of key information. How will this course benefit you? This webcast presents the contents of each section of a SOC 2 report, highlighting key items of interest. As a user or user auditor, you will be better able to identify pertinent information that affects your organization or audit work. And as a service provider or service auditor, you will be better able to recognize what users are looking for and meet the requirements of SSAE No. 18. Why take this course? Take this course as an introduction to SOC 2 reporting, to strengthen your foundational knowledge as you perform SOC 2 examinations as a service auditor or as you review SOC 2 reports as a user entity or user auditor.
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CFO & Controller Critical Skills: Budgeting & Forecasting (2 hours)
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Online
2.0 Credits
Member Price: $89
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The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. 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 With A Dash of Courage (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Getting ethics right is a big deal, and ethics often requires courage. An organization's ethics is directly connected to its reputation in the community, and solid ethical principles are crucial for the long-term success of any organization. This facilitated discussion goes beyond a lecture on ethical principles - it is a series of executive level case studies that offer participants "real time" practice in resolving dilemmas, with participants sharpening their critical thinking skills.
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Take Command of your Time (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. 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 Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (4 hours)
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Online
4.0 Credits
Member Price: $159
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Getting ready for busy season involves not only knowing what's new for the current year but also understanding how the changing limits, phaseouts, and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, IRS filing issues, and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
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Surgent's Real Estate Taxation: Critical Considerations (4 hours)
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Online
4.0 Credits
Member Price: $159
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This course is a 'deep dive' into many aspects involving the taxation of real estate for the mid-level practitioner moving into this complex area. You will deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, operating, and selling real estate. You will leave the course able to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. We will discuss in detail the impact that recent tax changes have had on the real estate industry, as well as new credits that are available after the Inflation Reduction Act of 2022.
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All About Fraud - Examples, Prevention and Auditing (4 hours)
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Online
4.0 Credits
Member Price: $149
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Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented, and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the 2026 Report to the Nations issued by the Association of Certified Fraud Examiners, along with key characteristics commonly observed among fraud perpetrators. The course then explores practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Participants will also review recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. The course concludes with a discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements. 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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Capitalized Costs & Depreciation - Tax Staff Essentials (5.5 hours)
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Online
5.5 Credits
Member Price: $189
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How do I treat a property transaction?By understanding the rules for capitalized costs and depreciation, you can answer this question and help your clients achieve meaningful tax savings. You'll also learn about the rules for: Tax basis Depreciation Amortization Like-kind exchanges Involuntary conversions Business property sales Property-related timing issues Planning opportunities Covering H.R. 1's vast effects on capitalized costs and depreciationCourse materials apply the developments brought on by H.R. 1, commonly referred to as OBBBA, including: Changes in the treatment of Section 174 research and experimental expenditures Section 179 deduction enhancements Bonus depreciation updates Addition of a temporary 100% deduction for qualified production property Part of Tax Staff Essentials Level 1This 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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Advanced Staff Tax Training: Individual 26-27
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Online
8.0 Credits
Member Price: $329
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This course will elevate your individual income tax preparation skills and knowledge. It will help you go beyond the basics and will help you provide superior service to your clients. We will cover topics including taxation of investments, reporting of partnership and S-corporation income, net investment income tax, calculation of self-employment taxes, household employer taxes, social security taxation, basic retirement planning opportunities and Alternative Minimum Tax (AMT). In addition, we will also do a review of loss limitations and much more.
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How Technology Controls Should Be Developed and Implemented 26-27
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Online
8.0 Credits
Member Price: $329
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This webinar gives CPAs a practical look at designing, implementing, and maintaining effective internal controls. While many organizations are able to build a solid control framework, too often, the execution falls short'especially when it comes to testing, monitoring, and keeping controls up to date. That weakens the entire structure. We'll walk through proven strategies to ensure controls aren't just created, but successfully embedded into day-to-day operations. You'll receive a set of customizable checklists to help maintain and improve your organization's policies and procedures. Most importantly, you'll develop a deeper understanding of why internal controls must evolve alongside changes in business tools and processes'and how to keep yours responsive, relevant, and effective.
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Preparation, Compilations and Reviews-A Practical Workshop 26-27
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Online
8.0 Credits
Member Price: $329
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Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. This interactive workshop is designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.
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An Exhaustive Look At Fraud and Ways To Control It
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Online
8.0 Credits
Member Price: $239
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Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise. 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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Leases: Mastering the New FASB Requirements
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Online
8.0 Credits
Member Price: $319
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FASB ASC 842, *Leases*, standards decoded By learning essential information about lease accounting requirements, you'll understand the core principles of the standards and how to apply them. You'll explore topics, such as: Identification Recognition Measurement Presentation and disclosure requirements Deliberate application of lessee accounting model You'll also learn about classifying leases, the amortization of the right-of-use asset, and the interest on a lease liability. Additional topics include: Short-term leases Purchase options Variable lease payments Sale and leaseback transactions Leveraged leases
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Yellow Book: Staying Compliant With Government Auditing Standards
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Online
8.0 Credits
Member Price: $319
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Complying with relevant standardsUnderstanding the concepts and standards of generally accepted government auditing standards (GAGAS) is an important aspect of performing Yellow Book audits.By examining everything from GAGAS's foundation and principles to professional competence and continuing professional education, you'll increase your knowledge of requirements and standards. You'll cover various topics, including: Quality control and peer review Reporting standards for performance audits Ethics, independence, and professional judgment Professional competence and continuing professional education Standards for financial audits, attestation engagements, reviews of financial statements, and performance audits Staying current with the most recent requirementsYou'll explore Yellow Book requirements and guidance based on *Government Auditing Standards*, 2024 Revision, as well as other technical updates.The 2024 revision offers guidance related to: Shifting from a quality control to a quality management approach Risk-based process for quality management Engagement quality reviews of GAGAS engagements Key audit matters for financial audits Implementing your new knowledge Review questions and practice exercises help reinforce your learning and enhance your comprehension of the material. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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ChatGPT and Advanced Accounting Research (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment. 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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S Corporations: Calculating Shareholder Basis (2 hours)
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Online
2.0 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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Al Capone to Cybercrime: The Journey of IRS Special Agents (4 hours)
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Online
4.0 Credits
Member Price: $149
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Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering, and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise, and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes, and trained and mentored other special agents. 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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Mastering Form 7217: A Guide to Partnership Property Distribution (1 hour)
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Online
1.0 Credits
Member Price: $39
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This program will address the complex rules for partnership distribution of property with a focus on liquidation of a partner’s interest, Section 751, and how to complete the Form 7217. OBBBA of 2025 update for property distributions is included. *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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1065 – Understanding Partnerships Tax Returns (2 hours)
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Online
2.0 Credits
Member Price: $89
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Form 1065 is the tax return filed by partnerships, which is one of the most common forms of business organizations in the United States. This course provides an in-depth understanding of the preparation and filing of Form 1065. The course will cover the basics of partnership taxation, including how partnerships are taxed, the different types of partnerships, and the tax obligations of partners. It will also discuss the importance of keeping accurate financial records, the role of the partnership agreement in tax reporting, and the filing deadlines for Form 1065. Participants will gain a comprehensive understanding of the various sections of Form 1065, including the Schedule K-1, which reports each partner's share of the partnership's income, deductions, and credits. The course will also cover how to report partnership income, expenses, and deductions, as well as the tax implications of buying and selling partnership interests. In addition, the course will provide an overview of common errors and omissions made when preparing Form 1065, and how to avoid them. It will also cover recent changes in tax laws that affect partnership taxation. Overall, this course is designed for tax professionals, accountants, business owners, and individuals who need to understand the intricacies of partnership taxation and the preparation and filing of Form 1065. Upon completion of the course, participants will have a solid understanding of partnership taxation and will be able to prepare and file Form 1065 with confidence. **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.