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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Surgent's Generative AI and Cybersecurity: Opportunities and Threats (2 hours)
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Online
2.0 Credits
Member Price: $119
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This course explores how generative AI is revolutionizing cybersecurity. It highlights opportunities, such as enhanced threat detection, and risks, including AI-driven phishing and malware, particularly in financial contexts.
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Surgent's Today’s Entrepreneur: Hiring and Recruiting With a Limited Budget (2 hours) [NT]
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Online
2.0 Credits
Member Price: $119
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Recruiting talent in today's ultra-competitive market is extremely tough. Just simply out paying your competition usually isn't an option. For this reason, we have to be more strategic in how we recruit and maintain talent. We need to know what attracts talent and what doesn't. We need to know where our competitive advantages are. In this course, using surveys and academic research, we will examine what attributes of companies employees care about most. We will also look at what attracts employees to a company and what causes them to leave. Finally, we will see how your ethics and culture may be used to differentiate your company to applicants and the outside world.
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Surgent's Top Business Tax Planning Strategies (2 hours)
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Online
2.0 Credits
Member Price: $99
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Business strategies for 2026 are based on important tax changes made in the One Big Beautiful Bill Act (OBBBA). There are a number of important business tax changes that can be used to develop tax planning strategies that have great advantages for businesses and their owners. This program covers many important business tax changes and the implications for tax planning founded on them.
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Mastering Rapport Skills for Fun and Profit (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever. Fortunately, this is an easily learnable skill that can serve you in both business and in life. People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more.
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Managerial Accounting: Your Prescription for Better Decision (4 hours)
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Online
4.0 Credits
Member Price: $149
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This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. 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 Corporation (Form 1120S) – Formation to Liquidation
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Online
8.0 Credits
Member Price: $300
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With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a S corporation course focusing on the birth, growth, maturity, and death of a closely held S corporation. This case driven course will deal with S corporation income tax laws from formation to liquidation. *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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Cutting-Edge Estate and Financial Planning Trends
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Online
8.0 Credits
Member Price: $250
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With the new administration proposing significant tax changes, estate and financial planning strategies must adapt to stay ahead. This course equips financial professionals with the latest techniques and insights into evolving tax laws, domicile considerations, and wealth transfer strategies. Participants will explore how potential reductions in estate and gift tax exemptions, new compliance requirements, and advanced IRA distribution planning may impact client strategies. With a focus on practical application, this course provides actionable strategies for charitable giving, domicile considerations, and estate tax efficiency to help practitioners optimize outcomes while ensuring compliance with new and anticipated tax 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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Avoiding the Most Misapplied Audit Concepts
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Online
8.0 Credits
Member Price: $239
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Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. 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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Schedule K-1: What is it & What do I do with it? (2 hours)
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Online
2.0 Credits
Member Price: $89
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This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations, and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on Form 1040, with emphasis on common income, deduction, and credit items. The course also demystifies the Qualified Business Income (QBI) Deduction, including eligibility criteria, reporting mechanics, and integration with K-1 data. Key compliance topics-such as basis and loss limitations, material participation rules, and passive activity considerations-will be addressed through practical examples. In addition, attendees will be briefed on recent developments affecting Schedules K-2 and K-3, ensuring they are equipped to navigate evolving international reporting requirements. 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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AICPA's New SSTS #4 - New Ethics Standard for Tax Resolution (1 hour)
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Online
1.0 Credits
Member Price: $55
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This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case studies, you'll gain a deeper understanding of how to navigate ethical challenges while maintaining compliance with professional standards. 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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Getting the Most When Selling a Business: Little Details to Get Top Value (2 hours)
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Online
2.0 Credits
Member Price: $89
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Every business will be sold eventually. When you have built a great business and decide to move on – you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time.
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Financial Accounting for Related Party Transactions (2 hours)
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Online
2.0 Credits
Member Price: $89
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Loans, rental agreements, business combinations - what do these all have in common? They all have the potential of creating a related party transaction. This program presents a detailed analysis of the financial accounting rules for transactions with related parties, as well as compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities. This course does not qualify for IRS credit.
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Monthly Federal Tax Updates - February 2027 (2 hours)
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Online
2.0 Credits
Member Price: $89
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Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. 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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Governmental & Not for Profit Fraud 26-27 (4 hours)
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Online
4.0 Credits
Member Price: $175
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Governmental and not-for-profit organizations are entrusted with funds from taxpayers and donors and are frequently targeted by fraud perpetrators. How can these organizations ensure those funds are used only for intended purposes" This course will provide several real-world case studies in which a governmental or not-for-profit entity was the victim of fraud, including what type of fraud (asset misappropriation, fraudulent financial reporting, or corruption), how it happened, the fraud indicators that were present, and what could have been done to prevent the fraud.
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Introduction to Governmental Budgeting (2 hours)
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Online
2.0 Credits
Member Price: $89
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The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we should be monitoring the budget throughout the year, and how long-term budgets fit in with the annual budget process. 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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Tax Season and OBBBA Update for Individual with Steve Dilley (4 hours)
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Online
4.0 Credits
Member Price: $149
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This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025 for individual taxpayers, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and beyond. 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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Calculating the Retirement Need (1 hour)
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Online
1.0 Credits
Member Price: $55
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For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals, and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. 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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Exercise Your Ethics: Techniques to Improve Ethical Response (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Many courses highlight ethical failures - this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical "muscle" is ready for any dilemma. This course incorporates ideas from leading ethical authors and includes data from the ACFE Report to the Nations. 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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Fiduciary Accounting for Estates and Trusts (4 hours)
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Online
4.0 Credits
Member Price: $149
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Financial accounting for trusts and estates is one of the least understood branches of accounting. It is not particularly concerned with recording income and expenses but is obsessed with determining whether receipts and expenditures are assigned to income or principal/corpus. This course will dive into this tricky area and provide a reporting guide for fiduciary accounting.
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Creative Strategies for Buying, Selling, or Gifting a Business
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Online
8.0 Credits
Member Price: $250
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Navigating the complexities of business transactions requires a deep understanding of tax and estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios and practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities, and safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients. Discover the potential for strategic success as you master topics including estate transfer and tax implications, gifting strategies, and the utilization of various trusts and partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax and estate planning. Join us and immerse yourself in a journey towards mastery in the vibrant landscape of business transactions. **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.