CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
Surgent's Taking Advantage of Like-Kind Exchanges
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Online
2.00 Credits
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as a "like-kind exchange." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision.This course qualifies for IRS credit.
Reviewing S Corporation Tax Returns: What Are You Missing?
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Online
4.00 Credits
The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client's S corporation activities. Join us as we discuss the common errors practitioners make on S corporation tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and K-2 and K-3 reporting. This course follows a highly illustrative case study format to increase participant comprehension and retention.
Tax and Environmental, Social and Governance Disclosure
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Online
1.00 Credits
Companies are getting ready to disclose tax information related to environmental, social and governance (ESG) initiatives. Review the current best practices for ESG disclosures, including what qualitative and quantitative information should be included and how your clients can start getting prepared. **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.
CPA Ethics in a Crisis World: Tales From the Front
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Online
2.00 Credits
Based on real life experiences! This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations - and then analyzed for their ethical implications. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Exploring the New Lease Accounting Standard
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Online
2.00 Credits
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.
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Online
4.00 Credits
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the "financial hero" of your organization and make a positive impact on the bottom-line.
There is NO Such Thing as `Business Ethics' featuring John Levy and Don Minges
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Online
1.00 Credits
What happens when businesspeople think they can lie and cheat at work, as long as it makes a profit? Some believe that business is like war, and there are no rules! Do you really want to behave differently in business than in your personal life? Can, or should, ethics be ‘switched on’ or off?
Surgent's Weekly Expert Hour
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Online
1.00 Credits
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance, and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today - your clients and your bottom line will thank you.
Imagining a World Without Non-Competes
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Online
1.00 Credits
This course will review the Federal Trade Commission's proposed rule banning non-competes. It will also briefly go over the rule making process and timeline for the proposed rule to go into effect. In the second half, the presentation will review the patchwork quilt of state laws that have curtailed enforcement of non-competes, as well as best practices for businesses to consider when implementing non-competes in the workforce.
Audit 308: Audit Reporting and General Audit Procedures
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Online
2.00 Credits
Audit Reporting Advanced Concepts - Understanding the Impact of General Audit Procedures on Disclosures and Audit Report Modifications will provide guidance for properly altering financial statements and audit reports for certain complex transactions and events that are often uncovered through general audit procedures, such as subsequent testing, reviewing minutes, and more. Each set of financial statements and auditor's report thereon must properly address the unique circumstances of the specific reporting entity's circumstances. Note: This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has responsibilities for audit reporting and general audit procedures. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Auditing, SSARS and Attest Update
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Online
2.00 Credits
This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee. The session will highlight projects in progress at the Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board. The course will also present common peer review findings and best practices to improve practice quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Power BI - Use Power Query to Transform Your Data
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Online
2.00 Credits
This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order. Data can be messy! In other words, it is not always clean and neat. Data comes from various sources like text files, Excel spreadsheets, databases, report files, etc. This is how most data analysis projects fail - the inability to get the correct data. This webcast focuses on using Power Query (Get and Transform) to clean, shape and transform your messy data while still allowing you a one-click refresh. We will review various data issues including appending files, combining multiple files from a folder, adding custom columns, unpivoting data, creating a lookup table, and much more. This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel. (bold) Explore the other webcasts in the 2020 Power BI Series: Power BI - Introduction to MS Power BI Tools Power BI - Prepare Your Data Efficiently for Excel Analysis Power BI - Analyze Your Data With Excel Pivot Tables Power BI - Create Excel Dashboards for Maximum Impact Power BI - Go Beyond PivotTables with Power Pivot Power BI - Use Advanced Calculations with DAX Formulas Power BI - Use PBI Desktop to Create Reports and Dashboards Power BI - Share Your Data Analysis using PowerBI.com
Secure Act 2.0 - Everything that you Need to Know
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Online
2.20 Credits
Congress was EXTREMELY busy in late December 2022! During this lame-duck session, Congress was able to pass SECURE 2.0, which is essentially the original SECURE Act that was passed in late 2019. There are over 50 tax-related provisions within SECURE 2.0 which an advisor needs to be able to master. This course will provide the participant with everything that that they need to know about SECURE 2.0 so that they will be able to better serve their clients’ retirement planning needs. **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.
Communication Miracles At Work and In Life - Part 2
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Online
4.00 Credits
Following on Part 1 of this course, in Part 2 you will learn advanced ways to solve problems without bruising egos, how to create profound trust quickly, and how to motivate clients and co-workers to do your bidding with a minimal amount of wasted time or hassles. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.
Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour
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Online
4.00 Credits
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this four hour program in order to stay abreast of these developments. This program will cover 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. **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.
Vexing Issues Facing Not-for-Profit Accountants
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Online
2.00 Credits
Accounting standards affecting not-for-profit (NPF) organizations have become increasingly complex, and, as a result, a great deal of confusing exists as to how to properly account for certain transactions unique to these organizations. This course will clarify proper accounting and reporting for these troubling areas. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2's 2023 Automating Your Tax Practice
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Online
4.00 Credits
Automating the tax practice is – or should be – a major initiative of almost all public accounting firms today. From ingesting data, processing returns, distributing draft and final copies, and billing and collecting fees, practitioners have outstanding opportunities to automate their tax practice. Those that choose to automate will experience the benefits of reduced staff turnover, increased productivity and efficiency, fewer errors, and improved cash flow. Participate in this session to learn the “how’s and why’s” of automating your tax practice. This session includes critical topics such as hardware and software options, workflows, and security and privacy issues. Plan to join us in this session to position your tax practice for greater success!
Partnership & S Corporation Checkup: Key Developments
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Online
2.00 Credits
The presentation includes an in-depth discussion of the when the Forms 1065 and 1120S, Schedules K-2 and K-3 must be completed, as well as important developments for filing 2021 flow-through entity tax forms and other recent developments impacting both partnership and S corporation entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Navigating Leaves of Absence
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Online
1.00 Credits
What obligations does an employer have when an employee needs to take a leave of absence? This presentation will provide an overview of the complicated, intertwined compliance obligations triggered when an employee requests a medical leave of absence (including for pregnancy, mental health, or addiction).
About the TIGTA: Who Watches the IRS?
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Online
2.00 Credits
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws, and upholding ethical standards in the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.