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.
Business Valuation Fundamentals (1 hour)
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Online
1.0 Credits
Member Price: $39
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This course provides a practical overview of business valuation, guiding participants through the key concepts, methodologies, and considerations involved. You will explore the types of valuation reports, the standards governing their preparation, and the step-by-step process of transforming raw data into actionable insights. The course also examines how the intended purpose of a report can influence its conclusions and offers strategies for valuing minority interests. By the end of the course, participants will gain a clear understanding of how to read, interpret, and apply business valuation reports effectively.
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The AB5s of Employees and Independent Contractors (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course explores the tests used to determine whether a worker is properly characterized as an employee or an independent contractor for tax purposes, with a focus on the cost of getting it wrong and possible Section 530 relief. The game changing impact of the Dynamex case and AB5 will also be discussed. *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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Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don't have to expose your confidential data. 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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No Tax on Overtime: Payroll Compliance (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will examine the statutory framework governing overtime, including employee classification, the definition of a workweek, and the calculation of the regular rate of pay. Through practical examples and compliance-based scenarios, the course focuses on the accurate application of overtime rules across various compensation structures. Emphasis is placed on identifying risk areas, avoiding common misclassification and calculation errors, and maintaining proper documentation to support compliance. 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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Surgent's AI and Data Ethics in Accounting (2 hours)
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Online
2.0 Credits
Member Price: $119
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This course explores the ethical considerations of AI in accounting. Participants will examine the principles of AI data ethics, regulatory requirements, and strategies for ethical AI use.
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Surgent's Stock vs. Asset Acquisitions of C Corporations (2 hours)
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Online
2.0 Credits
Member Price: $99
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A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Accounting and finance professionals advising their clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.
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Surgent's Unconscious Bias in the Workplace (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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This interactive professional development course explores the concept of unconscious bias and its impact on workplace dynamics, decision-making, and organizational culture. Through engaging exercises, real-world case studies, and reflective activities, participants will gain a deeper understanding of how implicit attitudes shape perceptions and behaviors — often without conscious awareness. The course empowers learners to recognize their own biases, understand their origins, and develop strategies to mitigate their effects in professional settings. Participants will leave with actionable tools to foster a more inclusive, equitable, and respectful workplace.
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Advanced IT Audit & Real-World Testing (3 hours)
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Online
3.0 Credits
Member Price: $109
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This advanced course focuses on executing IT audits in real-world environments. Participants will learn how to perform walkthroughs, design testing procedures, evaluate control effectiveness, and prepare audit-ready documentation.
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Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (3 hours)
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Online
3.0 Credits
Member Price: $149
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This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed income or GILTI), Subpart F, and passive foreign investment company (PFIC) regimes. These computations have been updated to reflect changes enacted by the One Big Beautiful Bill Act (OBBBA). The case study will further evaluate the tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax-efficient way to structure their foreign investments.
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Complete Guide to Analyze Data with Excel PivotTables (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you're a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions. The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges. Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you'll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context. 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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ACPEN Signature 2026: Small Business Recurring Tax Nightmares!
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Online
8.0 Credits
Member Price: $250
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There are some areas of the tax law that seem to always create nightmares. Often, they spawn an expensive controversy. It’s been over 10 years since the Bipartisan Budget Act of 2015 (the BBA), which significantly changed the rules and procedures governing federal income tax audits of partnerships. Practitioners still struggle with the complexity and the various available elections. And, there are traps for the unwary. Whether it’s misclassifying a worker or failing to file a report for a foreign bank account, errors can be costly. Our panel for this ACPEN Signature course will tackle some of the most contentious areas of tax 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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Understanding and Creating an Internal Control System
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Online
8.0 Credits
Member Price: $239
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Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types. 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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Profiles in Fraud (2 hours)
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Online
2.0 Credits
Member Price: $89
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Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. 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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Consulting Services Secrets (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Award winning discussion leader Mark Hugh discusses how to create and capture value with consulting services. Whether you want to consult a little or full time, this valuable course reviews identifying a specialty, growing a practice, capturing value, creating deliverables, and effective marketplace marketing strategies.
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Beyond the Basics: Financial Ratios You Might Be Overlooking (1 hour)
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Online
1.0 Credits
Member Price: $55
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Overview: Understanding your company's financial health requires more than just traditional metrics. This webinar is designed to reveal deeper insights through advanced, underutilized financial ratios. In this session, accounting and finance professionals will explore metrics such as operating leverage, free cash flow yield, and margin of safety-tools that go beyond standard ratios to deliver nuanced perspectives on profitability, risk exposure, and operational efficiency. 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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Cryptocurrency Transactions: Navigating Federal Tax Rules (1 hour)
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Online
1.0 Credits
Member Price: $39
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As cryptocurrencies like Bitcoin, Ethereum, and others become more popular, tax authorities around the world are working to create regulations for their use and transactions. This session will address cryptocurrency tax issues and their complexities and challenges that individuals and businesses face when dealing with the taxation of digital currencies. *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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Functional Approach to Employee Benefits (1.5 hours) [NT]
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Online
1.5 Credits
Member Price: $79
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Discusses the Functional Approach to Employee Benefit Plan design and provides HR professionals with a clear blueprint on how to develop a benefits strategy that is aimed at addressing employee needs. The unit will also identify pathways to develop communication strategies to ensure employees view benefit programs as compensation. The end of the unit will introduce some of the different medical plan types and how they vary in terms of how total rewards are delivered.
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Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value (2 hours)
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Online
2.0 Credits
Member Price: $89
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We mostly focus on the income statement, but what about other financial statements and countless other accounting concerns? This seminar is dedicated to breaking down common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization. Using practical analysis, we highlight several key tools in understanding and communicating the importance of the forgotten cornerstone of accounting: the balance sheet. Most notably, we dedicate time to the pressing issue of “unrecorded assets”. This session is designed to also be fun and entertaining. This seminar stands on its own but is also part of the Common Sense CFO series.
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Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 26-27 (2 hours)
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Online
2.0 Credits
Member Price: $99
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During part 3, of this 4-part series, we'll focus on the challenges preparers of fiduciary tax returns face when trying to apply new tax laws often targeted for individuals to non-grantor trusts. This webinar explores in depth the limitations posed by the new tax rules under IRC Sec. 67(g). It also explores presentation issues when the entity has Qualified Business Income (QBI) that results in a Sec. 199A deduction. Lastly, it explores difficult issues that can arise with the charitable contribution deduction. Be sure to register for all courses in this series: Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues Form 1041 Advanced Series Part 3: Sec. 199. Sec. 67(g) & Charitable Deductions Form 1041 Advanced Series Part 4: Post Mortem Considerations
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Navigating IRS Correspondence: Responding to IRS Letters (2 hours)
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Online
2.0 Credits
Member Price: $89
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Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.