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.
Ethics: Court Orders, Confidentiality, and Compliance (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This course examines the ethical and legal responsibilities of tax professionals when responding to court orders, summonses, and other legal demands for taxpayer information. Participants will review the statutory and regulatory framework governing confidentiality and disclosure, including IRC §§7216 and 6713, Circular 230, and the Gramm-Leach-Bliley Act (GLBA). The course explains when disclosure of taxpayer information is permitted, restricted, or prohibited under federal law and professional standards. Through practical analysis and scenario-based discussion, participants will examine common situations involving divorce proceedings, mediation settings, and conflicting client interests. Emphasis is placed on evaluating disclosure requests, applying ethical decision-making frameworks, maintaining proper client consent and scope limitations, and protecting taxpayer confidentiality while complying with legal mandates. *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 Teams for CPAs: Unlocking Its Full Potential (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Microsoft Teams is designed to be the foundation of your Microsoft 365 ecosystem deployment. When deployed effectively, Teams can serve as a powerful platform for communication, collaboration, and knowledge sharing across your firm or business. Unfortunately, most organizations are substantially underutilizing the capabilities of Teams. This course provides a review and demonstration of the key features of Microsoft Teams that you can harness to optimize the return on your Microsoft 365 investment. 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 Making Sense of Essential OBBBA Provisions (2 hours)
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Online
2.0 Credits
Member Price: $119
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When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law to their advantage. This program is an introduction and review of some of these critical changes and their impact on individual and business taxpayers. By taking this program, accounting and finance practitioners will have a broader, deeper understanding of many of the OBBBA changes that impact their clients. This course is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting clients and perhaps their businesses.
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Surgent's Mastering Client Management for Accounting and Finance Professionals (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Do you want to build stronger relationships with your clients, improve client retention, and drive growth in your practice? This course delves into the essential strategies for effective client management in today's competitive landscape. Client relationships, like any relationship, can be challenging to manage. Miscommunication, differing work styles, and unrealistic expectations are some of the challenges accounting and finance professionals routinely encounter. However, when accounting clients and members of your team are on the same page, client loyalty and profitability improve while conflict is minimized. This webinar explores proven strategies to improve relationships between accounting and finance professionals and their clients.
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A Culture of Regulatory Ethics: A Competitive Advantage (4 hours) [NT]
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Online
4.0 Credits
Member Price: $149
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In a competitive market, every company is looking for anyway to differentiate themselves from their competition. While we often look to new markets and data for a competitive advantage, ethics can be the factor that makes the biggest difference to customers, employees, and the public at large. Using surveys, research, case studies, and examples, this course will explore why the CPA credential and the AICPA Code of Professional Conduct is so different. We will discuss why CPA's are in a unique position of trust and how this can put their companies ahead. 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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Comprehensive Estate Planning: Administration & Postmortem Strategies
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Online
8.0 Credits
Member Price: $250
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Navigating the complexities of estate and trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorough understanding of their responsibilities and the processes involved in estate administration, enhancing their ability to address estate settlement issues effectively. Participants will be provided with a detailed overview of the professional’s role in estate and trust administration, emphasizing practical insights and strategies for managing assets, addressing the legitimacy of debts and creditors, and ensuring the proper distribution of assets. **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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2025-2026 Federal Tax Updates - Business Entities
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Online
8.0 Credits
Member Price: $239
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The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide 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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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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The Best Individual Income Tax Update Course by Surgent
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Online
8.0 Credits
Member Price: $299
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This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
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Effective Communication Skills (1 hour) [NT]
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Online
1.0 Credits
Member Price: $39
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When asked the question, "What would you like to improve about your leadership and communication style?". More than 65% of leaders say they want to be more confident and assertive in their communication. Confidence and clarity communicate leadership. If you are responsible for growing a profitable company or a productive team, you want team members who have the ability to reach goals, make sales, finish projects, and serve customers. Being a confident, compelling leader helps to inspire better relationships, promotes trust, and reduces stress in the workplace. Confident communication cultivates cooperation, goal achievement, and a more respectful work environment. Clear and compelling leaders are better equipped to move projects forward and make things happen while improving cooperation and respect from partners and subordinates.
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Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great (1.2 hours) [NT]
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Online
1.2 Credits
Member Price: $39
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Session Overview: If you’re leading a small or mid-size company preparing for rapid growth — or you’ve just hit that thrilling, chaotic stretch where success creates new challenges — this session is for you. Everyone wants growth. Few are ready for what it really takes. In Scaling at the Speed of Trust, Steve Cadigan — LinkedIn’s first CHRO and architect of its legendary hyper-growth culture — shares the inside story of how the company scaled from 400 to 4,000 employees in just four years, and the lessons every growing business can apply today. Steve speaks to his experience scaling one of the most successful scaling ventures in business in the past two decades: LinkedIn. Cadigan was at the table building what many consider to be the gold standard of a high performing culture while going through rapid growth - through stories and real world examples, Cadigan provides an invaluable a unique insight into this critical phase of an organizations growth. This isn’t a talk about hiring faster — it’s about scaling smarter. Steve reveals how trust, transparency, and culture became LinkedIn’s greatest competitive advantage — and how small and mid-size firms can use the same principles to grow without losing what makes them great. Who This Session Is For: Founders and CEOs navigating early-stage or mid-stage scale HR and People leaders building culture through rapid change Executives and managers preparing their teams for the next growth phase Anyone facing the tension between speed and sustainability
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AICPA Statements on Standards for Tax Services: Ethical Considerations (2 hours)
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Online
2.0 Credits
Member Price: $89
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The AICPA revised the Statements on Standards for Tax Services, providing the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This course does not quality for IRS credit.
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Business Tax Update 2026: Compliance and Planning (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course addresses the most recent legislative and regulatory developments impacting business taxpayers, with a focus on important OBBBA 2025 provisions, rules and concepts to apply when preparing client returns. *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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Accounting for the Gig Economy (2 hours)
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Online
2.0 Credits
Member Price: $89
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Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting, and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance, and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients.
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CFO Series: AI is Not the Enemy: Getting the Most from AI (2 hours)
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Online
2.0 Credits
Member Price: $89
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Are you and your organization using AI effectively today? AI isn't coming, it's already here. As a leader, you don't need to be an engineer, but you must be in control. Conscientious professionals must get a clear handle on AI: what it does well, where it goes wrong, and how to keep it from becoming a liability. We'll discuss the real risks behind the buzzwords, from deepfakes and fraud, to flawed decision tools and hidden bias. We'll also break down what smart oversight looks like and how AI can expose gaps in your internal controls. Most importantly, this isn't a doom-and-gloom session. It's about showing you how to lead confidently in a world where AI plays a growing role in financial decision making, whether you're already deploying AI or not. Those who embrace AI are ready for tomorrow, do not be left behind.
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Monthly Federal Tax Updates - December 2026 (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. 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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Executive Presence, Personal Brand: Structure Your Narrative (1 hour) [NT]
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Online
1.0 Credits
Member Price: $55
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Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition, and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance, and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. 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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Viewing A&A Through the Eyes of a Tax Practitioner (2 hours)
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Online
2.0 Credits
Member Price: $89
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This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional support within firms that perform tax, accounting solutions, financial statement, and consulting services. We also highlight similarities and differences between U.S. GAAP and tax-basis accounting. 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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Leading Into the Future: Rethinking Work, Value & Leadership in Accounting (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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The accounting profession is at a crossroads — not because of a new generation, but because the entire architecture of work is being rewritten. Smaller firms are feeling it most: recruiting has become harder, AI is changing client expectations overnight, and leadership succession looms large. In this fast-moving and practical session, global future-of-work strategist Steve Cadigan (LinkedIn’s first CHRO and author of Workquake) unpacks how small and mid-sized firms can reimagine how they attract, develop, and lead talent in a world where certainty is gone and adaptability is gold. Through real-world examples from progressive firms like Bookminders, Prestige Accounting, LedgerWise, Nova Accounting, and Insights CPAs, Steve shows how leaders are reshaping work models, leveraging AI as a time- creator, and making accounting a magnet for modern talent again.
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Bytes, Bias, and Balance: Data Ethics for Savvy Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course explores the transformative role of artificial intelligence (AI) in accounting and auditing, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation, while mitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas. Through case studies and interactive discussions, you'll gain practical skills to navigate AI complexities, ensure trustworthy outputs, and uphold ethical standards in today's fast-paced digital environment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.