CPE + Events Catalog
2026-27 OSCPA-Select™ CPE - 2 catalog options:
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Surgent's Private Company M&A for Accounting and Finance Professionals (2 hours)
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Online
2.0 Credits
Member Price: $119
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This course provides a practical overview of the accounting professional's role in buying or selling a private company. Instead of focusing on technical deal language, the course explains the key business and financial issues that often affect mergers and acquisitions, including the purchase agreement, the final sale price, and financial adjustments after closing. Participants will learn how issues such as customer concentration, hidden liabilities, working capital, and debt can impact the value of a company and the structure of a transaction. The course also explains the role accounting professionals can play before, during, and after a business sale.
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Surgent's Tax Update for Retirement Planners and Investment Advisors (2 hours)
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Online
2.0 Credits
Member Price: $119
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The regulatory world is complex for advisors. Not only are you subject to SEC and FINRA regulations, but what the IRS does as well. Clients expect you to be on top of what is happening in the world of investing, insurance, and taxes. It is not enough to just know the Code sections or the final rules affecting them. Your clients want to know how changes and updates affect their financial well-being.
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Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election (4 hours)
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Online
4.0 Credits
Member Price: $159
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This program is an in-depth analysis of the Section 754 election and the two adjustments associated with the election under Section 743(b) and Section 734(b). The 754 election is a highly technical provision that provides great tax benefits to the owners of the partnership, and particularly in the case of Section 743(b), a new partner. This course covers the most common questions encountered by practitioners in their daily practices. The program includes a number of examples that provide insights into the mechanics of the two adjustments that follow upon a Section 754 election.
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Master the Art of CPA Communication: Boost Your Influence! (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact. 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: Tax Compliance, Elections, and Best Practices
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Online
8.0 Credits
Member Price: $250
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This comprehensive course covers the most common aspects and tax implications of S Corporations, providing a deep dive into their structure, tax treatment, and compliance requirements. Participants will learn the mechanics of electing Subchapter S status, with discussions on Form 2553 and relief options for late filings. The course also explores the application of Rev. Proc. 2022-19 and Rev. Proc. 2023-3, analyzing their differences and implications under I.R.C. §1361 and §1362. Key topics include corporate formalities, shareholder stock and debt basis, and highlights of Form 1120S and its schedules (K-1, K-2, and K-3). Additionally, participants will gain insights into officer reasonable compensation requirements, audit strategies, and corrective measures for eligibility errors. *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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Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (4 hours)
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Online
4.0 Credits
Member Price: $159
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Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications, and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.
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Surgent's Preparing and Writing Findings in Yellow Book and Single Audits (4 hours)
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Online
4.0 Credits
Member Price: $159
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Reporting findings under the Yellow Book and single audit standards comes with unique rules - but mastering them is easier than you think. This course gives you the tools and techniques to prepare, write, and present findings that meet the GAO and OMB requirements while sparking meaningful improvements for your clients. You'll learn exactly what to report, how to report it, and where to report it so you can deliver results with clarity, compliance, and impact. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Forensic Accounting: When The Office Is A Crime Scene (4 hours)
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Online
4.0 Credits
Member Price: $149
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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.
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Compensation Fundamentals and Pay Transparency: Driving Fairness & Engagement (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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Understanding the principles and practices of compensation is essential for creating a motivated and satisfied workforce. In this webinar, we'll learn how to perform market pay research, key compensation concepts, discuss the pay transparency movement and explore how these crucial elements drive fairness and engagement in HR practices.
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Audit Risk Assessment in Plain English (2 hours)
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Online
2.0 Credits
Member Price: $89
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Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language.
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Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence (2 hours)
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Online
2.0 Credits
Member Price: $89
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Peer review deficiencies commonly relate to the design, documentation, and evaluation of the results of analytical procedures. This course will provide examples of how to strengthen evidence resulting from preliminary, substantive, and final analytics. It will reinforce the elements of strong analytical procedures that may enhance the quality of audits.
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Fraud Risk Management (2 hours)
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Online
2.0 Credits
Member Price: $89
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The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023). It has quickly gained acceptance as the set of best practices for preventing, detecting, and thus deterring fraud. The fraud landscape is constantly changing and evolving. The FRMG sets out a rigorous set of principles and leading practices for managing fraud risk for forward-thinking organizations to follow. It covers: How to establish fraud risk management governance. How to conduct rigorous fraud risk assessments. How to design and implement fraud control activities. How to establish reporting mechanisms and investigative procedures. How to monitor the overall fraud risk management program. Fraud risk can be managed. All anti-fraud and accountability professionals will benefit from this session's focus on effective fraud risk management. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.
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Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts (2 hours)
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Online
2.0 Credits
Member Price: $89
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This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts - now required for tax form reporting. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Coursw Materials Tab and submit to kori.herrera@acpen.com
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Common Financial Statement Disclosures (2 hours)
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Online
2.0 Credits
Member Price: $89
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Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. 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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Corporate Transparency Act Developments (2 hours)
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Online
2.0 Credits
Member Price: $89
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U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. 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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Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization. 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 Social Security: Dispelling Common Myths with Essential Truths (2 hours)
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Online
2.0 Credits
Member Price: $119
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For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button.
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Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties (2 hours)
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Online
2.0 Credits
Member Price: $99
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Required minimum distributions (RMDs) must begin for the year in which the account owner reaches age 72 (older if they were born after 1950). RMDs must also be taken from inherited accounts, and the process for determining RMDs for these accounts is more complex than those that apply to RMDs for non-inherited accounts. Failure to comply with the RMD rules will result in the account owner owing the IRS an excess accumulation penalty on any RMD shortfall. Interested parties must understand the compliance requirements that apply to RMDs to be able to assist in ensuring that penalties are avoided. Additionally, the recent changes that affect RMDs must be considered when advising clients about their RMD obligations.
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2026/27 Annual Update for Governments and Not-for-Profits (4 hours)
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Online
4.0 Credits
Member Price: $149
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This comprehensive annual update brings together key accounting and auditing developments affecting governmental and not-for-profit organizations. The course integrates recent standard-setting activity, emerging global frameworks, and major compliance updates to provide a well-rounded view of changes impacting financial reporting and audit requirements. Participants will begin with an overview of recent accounting developments affecting not-for-profit organizations, including Accounting Standards Updates issued by the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. The course then shifts to governmental accounting developments, covering recent pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105, along with a high-level overview of active GASB exposure drafts and projects. Participants will gain insight into how these changes affect financial reporting, disclosures, and communication with governing bodies. Finally, the course addresses recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget (OMB). Reporting changes related to SAM.gov are also discussed. Designed for auditors, preparers, and financial leaders working with governmental and not-for-profit entities, this course helps participants understand how recent accounting and auditing changes intersect-and what to monitor as requirements continue to evolve. 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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How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts
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Online
8.0 Credits
Member Price: $250
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By far, the biggest contributing factor that leads to a profitable, yet high quality, financial statement audit is the proper identification, evaluation, and response to assessed risk of material misstatement. When designing your detailed audit plan, how and where you decide to spend your time is largely a matter of professional judgment. The proven tips and techniques for critically rethinking how you plan and design your audit taught in this course will help auditors enhance audit quality and manage profitability in all engagements. YELLOW BOOK: Qualifies for Yellow Book CPE based on your unique audited entity.