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.
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 Understanding Corporate Taxation: Accounting Methods, Deduction Timing, and Losses (2 hours)
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Online
2.0 Credits
Member Price: $119
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In corporate taxation, the general rule is that a corporation can deduct any expenditure that is ordinary, necessary, and reasonable. However, there are nuances that we need to be aware of, such as a floor on charitable contributions, limits on meals, and even a maximum amount that may be available to take on as a loss from a prior year. In tax planning, simply put, the details matter! In this course, we will explore those details, discuss when a deduction is available for your accrual basis clients, and identify when small contractor exceptions may be helpful. If you want to sharpen your ability to spot opportunities and navigate the fine print for your corporate clients, this course will give you the tools to do just that.
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Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (3 hours)
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Online
3.0 Credits
Member Price: $149
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Buying and selling a business can be a complex transaction with many tax issues. These issues include whether the transaction is or should be a stock or an asset sale when the business involved is a corporation, as well as the tax consequences associated with the sale of a partnership or a C or S corporation. Accounting and finance professionals who advise clients who are buying or selling a business primarily focus on the tax issues that apply. This program explains and analyzes the tax issues practitioners must address in order to properly advise clients who are either buyers or sellers of businesses.
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Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (4 hours)
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Online
4.0 Credits
Member Price: $149
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This program will provide a detailed analysis of the real estate professional passive activity rules, including forms reporting examples, and integrates those rules with when real estate is considered a "business" under the Section 199A flow-through entity deduction. A detailed analysis of the self-rental passive activity rules will be given, 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 kori.herrera@acpen.com
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Mergers and Acquisitions: Complete Guide to Relevant Issues (2 hours)
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Online
2.0 Credits
Member Price: $89
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Arthur Werner will provide financial professionals with the information their teams will need to successfully plan and execute mergers and acquisitions. For major topics covered, see below. This course may be customized or tailored based on the needs of your organization. *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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Individual Tax Update 2026: Cases, Rulings & Real-World Impact (2 hours)
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Online
2.0 Credits
Member Price: $89
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Tax law continues to evolve—and so do the risks and opportunities for individual taxpayers. This 2026 update examines the most important cases, IRS rulings, and administrative guidance from the past year, translating complex developments into practical takeaways. Learn how new interpretations affect deductions, credits, reporting obligations, controversy issues, and tax planning strategies. Walk away with tools you can immediately apply in 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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Partnerships: How to Calculate Partner Basis (2 hours)
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Online
2.0 Credits
Member Price: $89
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This program provides a detailed analysis of the calculations related to determining tax basis for a partnership interest. Illustrated examples with filled in forms will demonstrate how the processes works and their 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
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Surgent's Opportunity Zones: Tax Planning, Compliance, and Emerging Issues (2 hours)
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Online
2.0 Credits
Member Price: $119
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This two-hour program examines the new federal opportunity zone regime applicable to qualified opportunity zone (QOZ) investments made beginning in 2027, with particular emphasis on the tax planning, structuring, and compliance issues affecting taxpayers and their advisors. Designed for attorneys, accountants, financial advisors, and other tax professionals, the course explores the updated statutory framework and its practical implications for investors, fund sponsors, and businesses operating in designated opportunity zones. A significant portion of the course is devoted to the federal income tax consequences of post-2026 opportunity zone investments. The program will also discuss the mandatory recognition of deferred gain for pre-2027 opportunity zone investments in 2026.
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Taxation of Property Transactions - Tax Staff Essentials (4 hours)
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Online
4.0 Credits
Member Price: $139
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A practical guide to business property transactions A fundamental understanding of the taxation of business property transactions is essential to any tax practice. This course prepares tax professionals to handle the tax effects of common property transactions. Topics include: Depreciation recapture Exchange transactions Dispositions of business property Updated for the effects of H.R. 1, commonly referred to as OBBBA, this learning provides a current view of these essential topics. Tips for achieving an optimal tax result on property transactions Professionals are exposed to important business property-related timing issues and planning opportunities that can lower a client's tax liability. Strategies laid out in the course empower practitioners to consider the timing of recognizing gain and loss to achieve tax savings. Part of Tax Staff Essentials Level 2 This self-study online course is part of Tax Staff Essentials Level 2, a comprehensive learning program that provides experienced tax staff with the technical training required to gain independence.
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Fringe Benefits & Compensation Planning - Today and Beyond
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Online
8.0 Credits
Member Price: $250
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In today's dynamic economic landscape, staying ahead with effective fringe benefit planning is more critical than ever for both businesses and individual clients. With evolving tax laws and shifting market dynamics, understanding the intricacies of fringe benefit planning is essential to ensure financial well-being and compliance. This course offers a comprehensive overview of essential tools and techniques tailored for financial professionals, allowing them to navigate the complexities of fringe benefit planning with confidence and precision. By attending this course, practitioners will gain invaluable insights into various planning tools and techniques essential for meeting fringe benefit planning objectives. From mastering the subtleties of employee benefit planning, including ERISA reporting and disclosure requirements, to unraveling the complexities of IRC §132 fringe benefit options, attendees will enhance their expertise to deliver superior advisory services. The curriculum also delves into the practical aspects of cafeteria plans, flexible spending accounts, group term life insurance plans, and strategies for financing retiree medical benefits, among others. With a focus on practical application and real-world scenarios, this course equips participants to tackle fringe benefit planning challenges head-on, providing them with the tools and knowledge needed to optimize benefits for both business and personal needs, now and in the future. **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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2026 Tax Season Update with Steve Dilley
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Online
8.0 Credits
Member Price: $250
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Gear up for tax season with Steve Dilley's annual update! This program provides an update to the latest tax developments, rules and regulations affecting both business and individual taxpayers, including a review and integration of 2025-26 legislation and substantial update of OBBBA provisions. *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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Form 706 Preparation Part 3: Reporting Deductions 26-27 (2 hours)
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Online
2.0 Credits
Member Price: $99
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This section of the four-part series will cover the fundamentals of Form 706 and provide numerous examples of how to properly report deductions on the estate tax return, including marital and charitable deductions. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
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Treasury Circular 230 for EAs and Other Tax Preparers (2.2 hours)
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Online
2.2 Credits
Member Price: $89
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Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners. **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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Estate Planning Strategies Using Irrevocable Trusts 26-27 (6 hours)
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Online
6.0 Credits
Member Price: $259
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Many of our clients are looking for techniques to transfer wealth to their loved ones while minimizing gift and estate taxes. Irrevocable trusts take advantage of the currently high exclusion amount to freeze their estates. This course will analyze the advantages and disadvantages of using a wide variety of noncharitable trusts, such as spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), intentionally defective grantor trusts (IDGTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), and dynasty trusts.
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The SECURE Act 2.0 – Planning Opportunities for Employers (1 hour)
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Online
1.0 Credits
Member Price: $39
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The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that employers need to know about company retirement plans. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics. **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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Tax Talks April 2027 (1.5 hours)
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Online
1.5 Credits
Member Price: $55
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Join the Team from Hochman, Salkin, Toscher, & Perez for a LIVE tax-based series with a new topic at each Session. Past conversations have included crypto tax compliance, BBA Partnerships, Federal and State Residency issues, Partnership examinations, Form 8300, and more. Check back regularly for topics, and be sure to register for them all. Tax Talks Series April 21, 2026 June 16, 2026 August 18, 2026 October 20, 2026 January 26, 2027 April 20, 2027
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Schedule C of Form 1040 (2 hours)
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Online
2.0 Credits
Member Price: $89
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Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals. **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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Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 26-27 (2 hours)
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Online
2.0 Credits
Member Price: $99
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This four-part series covers the fundamentals of Form 706. In this final course, we will cover GST allocations on Schedule R, Foreign Death Tax credit, Prior Transfer credit, Qualified Conservation Easements, making the 6166 election for estate tax payment and considering a Graegin or other loan to pay the estate tax. Illustrations of attachments and/or narrative examples for Schedule R will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & Credits
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Surgent's OBBBA Rules Relating to Research and Experimental Expenditures (2 hours)
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Online
2.0 Credits
Member Price: $119
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The One Big Beautiful Bill Act (OBBBA) made very favorable taxpayer changes to Section 174, which determines the tax treatment of research and experimental (R&E) expenses. OBBBA allowed for the immediate deduction of domestic R&E expenses through the introduction of a new Section 174A and provides mechanisms for transitioning from the recent five-year amortization schedule to an immediate deduction for domestic R&E expenditures. The OBBBA changes offer tax saving opportunities through these R&E expenditures.
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The SECURE Act 2.0 – Planning Opportunities for Individuals (1.2 hours)
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Online
1.2 Credits
Member Price: $39
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The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that individuals need to know about contributions to accounts and new ways of accessing these funds. This course will provide a concise look at these hot topics. **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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