CPE + Events Catalog
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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IFRS vs. US GAAP - Major Accounting Differences (2 hours)
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Online
2.0 Credits
Member Price: $79
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Whether a financial statement preparer or user is more familiar with IFRS or U.S. GAAP, it is important to be familiar with the important differences between the two financial reporting frameworks. This course will highlight some of the more significant differences between the standards.
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Annual Update on the 2024 Revised Uniform Guidance And Time & Effort Reporting (2 hours)
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Online
2.0 Credits
Member Price: $79
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The Uniform Guidance (2 CFR 200) pertains to the management of Federal Financial Assistance for grants and cooperative agreements. The Biden Administration has performed a comprehensive update where the revised Uniform Guidance was released in April 2024. We will review all of the significant compliance and threshold changes. In addition, we will provide a brief presentation of the revised guidance as it pertains to Time and Effort reporting.
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Financial Decisions that Led Two Businessmen to Prison (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those people are on their way to prison. Learn from the lessons they offer. We interview both financial professionals, and they tell us more about how their decisions influenced the consequences that followed. 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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International Cross Border Transactions (2.2 hours)
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Online
2.2 Credits
Member Price: $79
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Please join us for an introductory course in international cross border transactions. We will discuss typical situations in which a cross-border transaction arises, and how a taxpayer can utilize the rules to potentially decrease an entities effective tax rate. Other issues, such as documentation and IRS audit risk will also be covered. These rules will be illustrated by a hypothetical US- Canada transaction. **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 leighanne.conroy@acpen.com.
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Taxation of Judgements and Settlements (2.4 hours)
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Online
2.4 Credits
Member Price: $79
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In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **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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Forensic Accounting: Investigating Divorce Cases (4 hours)
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Online
4.0 Credits
Member Price: $149
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With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court. 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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Retirement Planning: Next Stage for You or Your Client (2 hours)
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Online
2.0 Credits
Member Price: $89
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If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work, and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? 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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AI & You (1 hour)
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Online
1.0 Credits
Member Price: $39
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Every organization today is facing an onslaught of pressure to master Artificial Intelligence “AI” strategies across their enterprises. Never before have we witnessed such a steep expectation for how a “technology” can transform a business, and never before have we been expected to leverage a technology so quickly and so completely. There is no denying AI presents perhaps the opportunity of a lifetime to transform and improve operations, but to date few plans or roadmaps on how to unlock the promise of AI exist. In this class, Steve Cadigan, a globally renowned future of work expert, will present a practical plan for how you can build your own AI strategy, and how you can thrive in the AI revolution. Steve will show present a roadmap of how to build your confidence with AI to address this massive change management challenge.
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Accounting of the Soul: Making the World a Better Place (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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This workshop explores how each of us can play a part in helping to make the world a more fair and gentler place. This one-hour webinar includes an overview of Aristotle's virtue ethics and its application to present day life. We will focus on the virtue of compassion both individually and organizationally and its impact on individual, organizational and world wellbeing. 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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Internal Control Best Practices (2 hours)
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Online
2.0 Credits
Member Price: $79
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Whether your organization is developing a new control framework or seeking to strengthen its current controls, practical development and implementation is critical. This course will review the intersectionality of controls and provide real-world examples and best practices from people to technology and process.
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A Working Parent's Guide to Prioritizing Mental Wellness (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Balancing the demands of a career and family life is a challenge faced by many working parents. The pressure to excel at work while being fully present at home can leave little room for self-care, often leading to burnout and mental fatigue. This course is designed to address these challenges head-on by providing actionable strategies to prioritize your mental health and overall well-being. The course emphasizes practical, easy-to-implement techniques tailored for busy working parents. From setting boundaries to prioritizing sleep and physical activity, you'll learn how to create sustainable habits that enhance your well-being. You'll also explore how to recognize the signs that additional support -whether from friends, family, therapy, or other resources- is necessary, and how to seek help without guilt or hesitation. Ultimately, this course will help you regain a sense of balance and control in your life by equipping you with tools to manage stress, build resilience, and rediscover joy in both your professional and personal roles. 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 Controllership Skills Update – Budgeting, Forecasting, and Big Data (2 hours)
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Online
2.0 Credits
Member Price: $99
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Budgets are the vehicle for allocating resources, measuring activities, and identifying needed changes and improvements. An organization's strategy is the primary driver of costs. To be effective, the budget must be linked to strategy and long-term plans. Numerous organizations have achieved a series of short-term targets (budgets) but failed longer term, demonstrating the lack of this necessary linkage. Forecasting, a critical part of any successful budgeting process, can be flawed by technical errors, organizational structure, or emotional forces. The establishment of a system to collect, process, and analyze big data can provide significant insights into the budgeting and forecasting process. An efficient system of incorporating big data and analytics into normal activities will improve management's decision-making. This brief program offers specific actions to improve your forecasting and budgeting activities. In addition, more advanced techniques are identified for the participant's further review, which can be applied throughout an organization. Good budgets effectively allocate resources, provide information for decision-making and serve as an early warning system for unforeseen events. A poor budgeting process fosters a false sense of security, provides inappropriate or inaccurate data, and reinforces the status quo. Budgets are about the organization's story, not just the raw numbers!
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Tax Practice Ethical Challenges and Circular 230 (2 hours)
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Online
2.0 Credits
Member Price: $79
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This presentation will provide a detailed analysis of the Circular 230 rules for conduct of a tax practice, with a review of the political, legislative and regulatory rules impacting every accounting and tax professional. Best practices and guidance provided by the AICPA’s Code of Professional Conduct will 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 kori.herrera@acpen.com.
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Everything You Need to Know About the Pass-Through Entity Rules: IRC 199A The Code and Regulations (4 hours)
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Online
4.0 Credits
Member Price: $129
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As part of the Tax Cuts and Jobs Act (TCJA), IRC § 199A was added. This Internal Revenue Code section allows certain pass-through entities the ability to has made it deduct up to 20% of their qualified business. Although practitioners have had over three years of “experience” utilizing IRC § 100A, many practitioners still do not feel comfortable with this part of the Internal Revenue Code. The purpose of this presentation is to provide the practitioner with an understanding of the rules of IRC § 199A as well as an understanding of the IRC § 199A regulations. **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 Accountability and Action (4 hours) [NT]
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Online
4.0 Credits
Member Price: $159
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Good managers know how to delegate, but it can be a challenge to manage employees who are more interested in passing the buck than being responsible. Lack of ownership and responsibility can bog down processes and shut down projects. This workshop will help you create a game plan for building a culture of accountability with your team.
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AI for CPAs - How it Works and How to Apply it (4 hours)
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Online
4.0 Credits
Member Price: $149
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Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product. 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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Group Audits: Who is Responsible for What? (2 hours)
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Online
2.0 Credits
Member Price: $79
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Financial statement audits often involve audits of components of a larger entity. This course will focus on the responsibilities for both the group auditor and component auditor, including implementation of SAS No. 149 relate to group audits.
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Practical Excel Topics for Today's Accountant (2 hours) [NT]
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Online
2.0 Credits
Member Price: $79
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This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.
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Business Losses: Going Backward and Forward (2 hours)
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Online
2.0 Credits
Member Price: $79
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The TCJA made turning business losses into tax refunds far more difficult. The CARES Act suspended and modified many of these changes. This course will address the revised rules for deducting business losses and discuss planning ideas and 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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