CPE + Events Catalog
Navigating IRS Collections: Understanding Form 433 & Offer in Compromise (2 hours)
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Online
2.0 Credits
Member Price: $79
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This two-hour course provides a comprehensive overview of the IRS collection process, guiding tax professionals through each stage, from the initial notice to enforced collection actions. Participants will gain insights into taxpayer expectations during the collection process, as well as strategies for resolving tax debts. The course highlights when to use Form 433-A or 433-B, the documentation needed, and the criteria for submitting an Offer in Compromise (OIC) to settle tax debts for less than the full amount owed. Attendees will also learn about the various payment options available and practical approaches to advising 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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Supervision/Management Competencies: An Ethical Approach (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Job titles for individuals can vary in different organizations even though the work is the same. This webinar is designed for the individual whose role is to oversee the work of others. This webinar includes an overview of Aristotle's virtue ethics and its application to the responsibility and privilege of developing employees to be their best and for the success of the organization. We will also address issues such as going from "buddy to boss", how to manage if you are newly assigned to an existing employee that was previously supervised by someone else, and critical skill sets necessary for supervisory/managerial positions. 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 Handling Difficult People (2 hours) [NT]
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Online
2.0 Credits
Member Price: $99
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This professional development course equips you with practical strategies to manage challenging interactions in the workplace. Although difficult individuals may represent a small segment of the workforce, their impact can be significant, often leading to time lost and decreased productivity. In this course, you will gain essential skills to address and navigate these situations effectively. Additionally, you'll identify specific challenges and develop a personalized action plan for implementing the strategies learned back in your workplace.
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Proper Financial Accounting for Partnerships and LLCs (4 hours)
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Online
4.0 Credits
Member Price: $129
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Although they are the most common entities for small and mid-sized business, financial (book) accounting for partnerships and LLCs are rarely discussed. This course examines the proper financial accounting for these tax-driven entities.
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2025 Annual Update for Governments and Not-for-Profits (7 hours)
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Online
7.0 Credits
Member Price: $209
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This comprehensive course provides the essential updates for professionals working with governments and not-for-profit organizations. We'll begin with an in-depth review of recent GASB standards, including compensated absences, certain asset disclosures, risk and uncertainty disclosures, and financial reporting model improvements. For each standard, we'll cover its background, potential impact, and practical strategies for implementation to ensure you're fully prepared. Next, we'll shift focus to the FASB and its implications for nonprofit organizations. While there haven't been recent nonprofit-specific standards, several Accounting Standard Updates (ASUs) significantly impact NFPs. We'll explore these ASUs, evaluate changes to programmatic investments, and discuss their interplay with the CECL standard. Additionally, we'll highlight the movement in IFR4NPO, a global initiative to develop universal financial reporting standards for nonprofits, offering insights into its potential worldwide impact. In the second half, we'll turn to governmental auditing. Key topics include the 2024 Yellow Book updates, the transition from quality control to quality management, and the implementation timelines. For Single Audits, we'll cover the 2024 Uniform Guidance changes, the 2025 Compliance Supplement, GAO reports on improper payments and fraud, the Financial Data Transparency Act (FDTA), and recent Department of Education guidance on related parties.
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Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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Online
8.0 Credits
Member Price: $300
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This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations. **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 Business Federal Tax Update - Navigating the Current Tax Landscape
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Online
8.0 Credits
Member Price: $225
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Get ready to elevate your tax game with the Business Tax Update, designed exclusively for tax practitioners looking to sharpen their skills in business income taxation. This course doesn't just scratch the surface – it thoroughly explores the complexities of the tax code, ensuring you're equipped to navigate the ever-evolving tax landscape with confidence. From recent legislative updates to complex tax considerations like COVID-19-related subsidies, this course covers it all. Gain practical strategies and insights that you can immediately apply to assist your clients in optimizing their business income tax planning. Don't miss this opportunity to stay ahead in business taxation and enhance your expertise in a rapidly changing regulatory environment. With a focus on real-world application and comprehensive exploration of essential topics, the Business Tax Update promises to be a game-changer for your tax practice. Whether you're dealing with partnership, corporation, or LLC taxation issues, this course provides precise guidance tailored to diverse business clients. Plus, you'll gain invaluable insights into recent legislative changes, including their implications on tax code sections like Section 199A. Stay at the forefront of business taxation and ensure you're delivering top-notch advice to your clients by enrolling in this essential course today. **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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Ethics: How to Run Your Business Well (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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Ready to elevate your accounting practice through ethical decision-making? If you consistently apply the five principles of ethical intelligence that Forbes Contributor Bruce Weinstein, The Ethics Guy, presents in this high-content, results-focused webinar, your business will prosper. Beginning with the most fundamental principle of all, Do No Harm, you'll discover how to make the right decisions in a range of challenging situations. Through engaging, real-life "What would you do?" scenarios, an exploration of the principles of ethical intelligence, and a few fun writing exercises, you'll gain practical insights you can apply professionally and personally. We'll also answer some frequently asked questions about ethics that will enrich your understanding of a topic you can't afford to ignore. We end with a Call to Action, so that you can put the lessons you learn into practice immediately. You'll leave with the tools to foster trust, build a thriving practice, and impress clients with the high standards of service you live by. Who knew an ethics webinar could be both practical and fun? 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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Google Gemini AI for Accountants (2 hours)
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Online
2.0 Credits
Member Price: $89
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This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. 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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Taxation of the Cannabis Industry (2 hours)
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Online
2.0 Credits
Member Price: $79
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This course provides a comprehensive analysis of the taxation issues affecting the cannabis industry. It covers the historical context of U.S. taxation, the distinctions between industrial hemp and marijuana, and the specific tax codes and regulations that apply to the cannabis business. Participants will gain insights into state marijuana laws, the unique challenges of a cash-intensive industry, and pertinent federal court cases. *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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What Every CPA Should Know About Fraud 25-26 (4 hours)
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Online
4.0 Credits
Member Price: $175
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External auditors only detect 3-5% of all fraud incidences. Get pragmatic guidance on detecting fraud. Discuss where fraud is most likely to occur. Learn to conduct inquiries and direct the audit in the areas of greatest concern, those most likely to be abused by perpetrators.
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Forensic Accounting: When The Office Is A Crime Scene (4 hours)
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Online
4.0 Credits
Member Price: $149
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Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. 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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Estate Planning Strategies Using Irrevocable Trusts 25-26 (6 hours)
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Online
6.0 Credits
Member Price: $259
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With 2026 just around the corner, one of our clients? top concerns is the possible reduction of the $13.61 million transfer tax exclusion to a lower amount. Many advisers are turning to irrevocable trusts to take advantage of the currently high exclusion and 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), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts.
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Strategies for Tax Dispute Resolution 25-26
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Online
8.0 Credits
Member Price: $329
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CPAs must be prepared when the IRS or California tax agencies contact one of their clients. Learn useful techniques and strategies for representing clients in all aspects of tax controversy matters. Topics discussed include amending and disclosing errors, defenses to civil penalties, tax return examinations, tax fraud cases, administrative appeals, tax collection matters and tax litigation. Particular emphasis will be placed on using procedural rights to achieve better results in difficult cases. We will cover the procedures but focus on how to use them to obtain better results for the client.
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Exploring the New Lease Accounting Standard (2 hours)
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Online
2.0 Credits
Member Price: $89
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It's a whole new world for lessees under ASC topic 842. This program will dive into the new standard on leases and its impact on every size entity, review effective dates, and address what you need to know now. 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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The New Quality Management Standards - What Everyone Needs to Know (2 hours)
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Online
2.0 Credits
Member Price: $79
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The AICPA issued the new Quality Management Standards as a part of its overall quality improvement initiative. This course will highlight the foundational principles within the new approach that everyone in the CPA firm should know.
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Ethical Standards in Tax Practice: Circular 230 and Compliance (2 hours)
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Online
2.0 Credits
Member Price: $79
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This instructor-led course offers an in-depth analysis of ethical challenges that tax professionals face, focusing on the provisions of Circular 230 and how they apply to real- world scenarios. Through the discussion of key issues such as conflicts of interest, confidentiality, diligence, contingent fees, and the handling of amended returns, participants will learn how to apply ethical principles in their practice while maintaining professional standards. Participants will gain a comprehensive understanding of how to handle ethical dilemmas, manage client pressures, and ensure compliance with regulatory expectations, all while safeguarding their professional integrity. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
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Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
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This course chronicles the decisions that led to the arrest of Sam Bankman-Fried (SBF), and helps participants understand the consequences that will follow for people charged with business-related crimes. Authorities arrested SBF pursuant to a grand jury indictment that charged him with wire fraud, securities fraud, money laundering, and related conspiracy charges. This lesson chronicles how the former billionaire's business decisions exposed him to criminal charges that include potential penalties of more than 100 years in federal prison for his alleged role in defrauding investors who trusted in his ability to make ethical decisions. Participants will learn about the criminal justice process, including indictments, arrest, extradition, judicial proceedings, mitigation, sentencing, prison, and collateral consequences. 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: $79
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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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How Fraud Can Affect Smaller Organizations (4 hours)
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Online
4.0 Credits
Member Price: $149
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Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. 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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