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.
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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International Tax Treaties (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations. **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 Depreciation: How to Optimize Deductions (2 hours)
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Online
2.0 Credits
Member Price: $89
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Following the ever-changing tax deprecation rules is not a game for the faint hearted! This course analyzes the current landscape of depreciating, capitalizing and disposing of business assets, with examples and illustrated case studies to enhance the CPAs understanding of the most current tax depreciation 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 kori.herrera@acpen.com
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International Cross Border Transactions (2.2 hours)
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Online
2.2 Credits
Member Price: $89
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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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Using ChatGPT with Excel (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. 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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Tactical CFO Series - Make Your Business Process Work For You
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Online
8.0 Credits
Member Price: $250
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Tactical CFO is a four-part series that answers the how and execution aspects of our strategies and financials. The titles include: Tactical Budgeting – Moving Beyond Traditional Budgets to Manage Performance Description – Traditional budgets often consume significant time while delivering limited operational value. This session reframes budgeting as a tactical management tool rather than a once-a-year accounting exercise. Participants will explore how to redesign the budget process to improve communication, accountability, and decision-making across the organization. The session emphasizes output-based metrics, flexible budgeting approaches, benchmarking, and educating non-financial managers so budgets become a tool for managing performance, not just controlling spending. Tactical Business Systems – Getting the Most from Information Systems and ERP Description – CFOs are increasingly accountable for the effectiveness of information systems, even if IT does not formally report to them. This session focuses on the tactical role finance leaders play in evaluating, selecting, implementing, and managing information systems. Participants will gain a practical framework for understanding IT, ERP systems, security, and emerging technologies such as AI. The session emphasizes asking the right questions, aligning systems with strategy, and avoiding common pitfalls that cause system implementations to fail. Tactical Data Management – Turning Data into Actionable Information Description – Organizations collect massive amounts of data, but far less information that actually improves decisions. This session focuses on how CFOs and CPAs can tactically manage data to generate insight, improve performance, and reduce risk. Participants will explore financial and non-financial data, data organization, and the role of analytics in understanding customers, operations, and employees. The session emphasizes clarity, simplicity, and storytelling so data supports better decisions rather than overwhelming stakeholders. Tactical Finance Leadership – Building the Finance Team of Tomorrow Description – The finance function is changing rapidly, driven by technology, demographics, and evolving business expectations. This session focuses on the tactical leadership skills CFOs and CPAs need to build and lead high-performing finance teams in the years ahead. Participants will explore how roles, skills, and expectations are shifting, and how leaders can prepare their teams for increased automation, real-time reporting, and greater strategic involvement. The session blends practical leadership guidance with forward-looking insights.
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Erase the Mark: Best Practices in Penalty Abatement (2 hours)
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Online
2.0 Credits
Member Price: $89
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If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty, and the reasons that exist that the IRS will consider to remove those penalties. 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 Finance Technology Selection: Practical Frameworks (1 hour)
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Online
1.0 Credits
Member Price: $55
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Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) can dramatically improve close speed, forecasting, and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs, and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. 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 provides a comprehensive overview of Schedule K-1, which taxpayers may receive from pass-through entities such as Partnerships, Subchapter S Corporations, or Estates/Trusts. The course will cover the most common characteristics of Schedule K-1, including how to report the information on Form 1040. Attendees will also learn about the Qualified Business Income (QBI) Deduction and its reporting criteria. Additionally, relevant topics such as basis and loss limitations, material participation, and integration with the QBI deduction will be addressed, along with a discussion of proposed changes to Schedules K-2 and K-3. *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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Noble Leadership: An Ethical Approach (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will be of most value to individuals who believe that everyone, regardless of circumstance, deserve "certain general conditions that are ...equally to everyone's advantage" (John Rawls). The Noble leader believes in people. The Noble leader is curious and humble and invites challenge and feedback into his/her/ world. The Noble leader is a true believer in seeing the good in others, helping them to be their best which in turn helps the Leader grow as well. The Noble leader does not shy away from confronting bad behavior/performance in a respectful and clear way while believing in the inherent dignity of each individual This workshop based on ethical principles offers a glimpse into what it takes to become a Noble Leader and how one can journey through for increased self awareness and skill development. 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 Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (2 hours)
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Online
2.0 Credits
Member Price: $99
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When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). If the partnership's assets have appreciated sufficiently, the difference between the new partner's inside and outside basis can be substantial. This disparity can deprive the new partner of depreciation deductions and inflate his or her share of the gain from subsequent property dispositions unless a Section 754 election is in effect. The Section 754 election can also apply when a partnership makes a distribution of property and the basis of the distributed property to the partnership and the basis the partner/distributee will take in the distributed property are not equal. In this case, a partnership can recover basis it would otherwise lose if the 754 election were not in effect.
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Surgent's The Accounting Leaders’ Survival Guide - Strategies for Managing Organizational Change (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Our country and our accounting methods have undergone huge changes in the previous few years, most of it challenging. Individuals and entire businesses have been left reeling by new tax regulations, doing more with less, and employment restructuring. Organizations must adjust quickly; notwithstanding how painful these changes have been. This course instructs accounting managers on how to deal with change and stress in the workplace. Before it affects them in a negative way, the accounting professional will learn how to best manage the changing work environment and the stress that comes with it. "The first wealth is health," remarked Ralph Waldo Emerson, but for many of us, stressful jobs are putting our health at jeopardy.
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Surgent's Unconscious Bias for Managers, Supervisors, and Executives (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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Understanding unconscious bias is key to creating an inclusive workplace and to making the best business decisions. This course explores the concept of unconscious bias, the science behind it, and how it can affect the way employers hire, evaluate, and treat employees. We will also discuss strategies employers can use to reduce unconscious bias and create a more inclusive workplace.
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Surgent's Tax Planning for Rental Real Estate (4 hours)
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Online
4.0 Credits
Member Price: $179
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The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments. There are numerous exceptions to being classified as a rental activity. How do you know if someone is a real estate professional? In this course, we will explore all these issues and many more. Through real-world examples and discussion, this course will delve into exceptions to rental status, qualifications for material participation, and requirements for active status. Additionally, we will cover the QBI and Section 1237 safe harbors and touch on some planning ideas related to depreciation recapture.
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Fraud, Controls & Ethics: Best Practices & Case Studies (4 hours)
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Online
4.0 Credits
Member Price: $149
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This course explores actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters from achieving their nefarious acts. Then we will switch gears to an interactive, case-based discussion that asks participants to reach their own conclusions by analyzing facts in concert with the AICPA Code of Professional Conduct and other sources of ethical guidance. This course ultimately provides practical, action-oriented insight that can be implemented by accounting professionals in both public practice and industry. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.
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Hot Topics Accounting Update - 2026 (2 hours)
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Online
2.0 Credits
Member Price: $89
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Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. 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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Forensic Accounting: Court Approved Methods of Proof (4 hours)
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Online
4.0 Credits
Member Price: $149
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How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them, and how to calculate the total loss. 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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SECURE Act 2.0: What You Need to Know (1 hour)
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Online
1.0 Credits
Member Price: $39
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Signed by President Biden on December 29, 2022 as part of the Consolidation Appropriations Act, this program provides an explanation of the Secure Act 2.0 provisions impacting individuals and business taxpayers. Learn what you need to know for this filing season and how to plan for future years for your clients. **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 Data at 30,000 Feet: Traveling Smart with Client and Personal Information (2 hours)
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Online
2.0 Credits
Member Price: $119
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Whether you're heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we'll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and applicable laws. We'll examine how data can be accessed — legitimately or maliciously — by third parties during travel, and offer practical strategies to minimize risk, from using loaner devices and mobile device management to coordinating with IT before departure. The session includes current border search rules, international considerations, and actionable tips for staying secure in transit.
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Surgent's Review and Analysis of Crucial OBBBA Changes (2 hours)
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Online
2.0 Credits
Member Price: $119
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Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain a better understanding of this very complex set of new tax rules. Practitioners will grasp what is new and what is a continuance of prior rules to develop deeper insights into the many changes that the OBBBA made to the law. If you still feel you need to learn more about how OBBBA works, this program is for you. We have assembled a two-hour review and analysis of what we consider the most important changes from OBBBA that impact client transactions. To the extent that Treasury has provided guidance relating to these new OBBBA changes, we will discuss that guidance. Where guidance is lacking, we will point out areas that require future attention from Treasury.