CPE Catalog & Events
Webcast: Build Your Team: Get Results 26-27
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Webcast
8.0 Credits
Myths about teamwork Lessons from great teams Discuss the Five Dysfunctions of a Team Key duties and attributes of a true leader How to gain commitment Create an action plan to harness teamwork
Webcast: Real Estate Taxation Full Circle 26-27
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Webcast
8.0 Credits
Personal residence and vacation home advantages and traps Depreciation, credits, passive losses, qualified business income (QBI) under the One Big Beautiful Bill Installment sales Involuntary conversions Like-kind exchanges Real estate investment trusts (REITs)
Webcast: ACPEN: HR Investigations – Episode 1 – Introduction-Assessing-Planning
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Webcast
1.0 Credits
Investigation terminology Assessment skills Investigative methodology
Webcast: ACPEN: Guide to Deducting Travel, Meals and Entertainment Expenses
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Webcast
4.0 Credits
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76
Webcast: The Art of the Interview 26-27
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Webcast
2.0 Credits
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
Surgent's A Guide to the 401(k): Concepts and Strategies
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Webcast
2.0 Credits
401(k) eligibility, vesting, compensation limits, and annual testing Contribution types, limits, deadlines, and reporting requirements Traditional, Roth, and other after-tax contribution planning strategies Employer match optimization and profit-sharing structures Coordination across multiple employers and plan types Distributions, penalties, and tax reporting considerations Direct vs. indirect rollovers and rollover risk management Net unrealized appreciation (NUA) planning for employer stock Qualified plan loans and appropriate use cases Inherited plan rules
Surgent's Mastering the Offer in Compromise: Strategies for Preparation and Negotiation
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Webcast
2.0 Credits
Introduction to the OIC program Types of OICs Eligibility criteria Financial analysis Offer amount calculation Preparing Forms 656 and 433-A(OIC)/433-B(OIC) Supporting documentation and strategy OIC submission and IRS review process Appeals and negotiation techniques Best practices and common pitfalls Real-world scenarios and case studies
Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor
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Webcast
2.0 Credits
Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor “economic reality” test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker’s employment status? How does the final rule explain “extent to which the work performed is an integral part of the employer’s business?” The Federal Trade Commission’s Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a “worker” New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds Current status of DEI (diversity, equity and inclusion) rules
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act
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Webcast
2.0 Credits
Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition Timing and types of leave under the FMLA Calculating leave time under the FMLA Employer and employee notice requirements The definition of a “disability” under ADA An employer’s obligation to provide employees with a reasonable accommodation under the ADA Guidance on engaging in the interactive process Dos and don’ts of medical certifications The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act
Webcast: ACPEN: Internal Controls for Small and Medium-Sized Entities
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Webcast
1.0 Credits
Overview of controls Preventative controls Detective controls Controls for SMEs
Webcast: Financial Statement Analysis 26-27
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Webcast
8.0 Credits
How to extract necessary information Financial ratios that are used as analytical tools The proper understanding of accounting terminology Basic ratio tools Cash flow Working capital
Webcast: How Changes in Business Methods Affects Internal Control 26-27
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Webcast
8.0 Credits
How is business changing. What is driving the change and how long will it last. How specifically is an organizations control system important. What steps are needed to "keep up" with the upheaval.
Webcast: ACPEN: Individual Tax Update: Key Considerations for 2026
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Webcast
8.0 Credits
Individual tax provisions compared for 2025 and 2026 reporting Recent legislative developments, cases and rulings impacting individual taxpayers ACA premium tax credit Passive activities - complete disposition 2027 inflation rates FBAR update Virtual currency and enforcement Property transactions Gross income and deductions
Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
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Webcast
2.0 Credits
Estimated taxes and deadlines Tax due dates for common returns and filings Potential penalties and interest Information return penalties Penalties applicable to pass-through entities Accuracy-related penalties First-time abatement (FTA) FTA eligible returns Reasonable cause Nexus: sales tax vs. income tax Sales tax nexus with state specific examples Remote work and sales tax nexus Income tax nexus with state-specific examples Remote work and income tax nexus Sales factor: throwback rules
Surgent's Forms 7217 and 7203
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Webcast
2.0 Credits
Tax treatment of partnership distributions to partners of cash and property other than cash Basis of property received in a partnership distribution Executive Order 14219 withdrawing the IRS’s new regulations regarding basis shifting Organization and structure of the new Form 7217 Who must file Form 7203 Determining the S corporation shareholder’s initial basis in his or her stock Basis limitations on partnership losses and deductions Organization and structure of Form 7203 — understanding the three parts of Form 7203 Filing criteria for Form 7203 Calculating an S corporation shareholder’s share of S corporation deductions and credits Understanding stock and debt basis
Webcast: ACPEN: Design Flexible Work Options To Attract & Retain Your Workforce
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Webcast
1.0 Credits
Flexible Work Options Employee Engagement Talent Management Strategy
Webcast: Tax Issues for Real Estate and Homebuilding 26-27
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Webcast
4.0 Credits
Discussion of appropriate entity selection and small taxpayer status Walkthrough of costing methods and compliance issues under IRC 263A Analysis of IRC 461 related to economic performance Illustrative examples and analysis Sample computations for homebuilder unit costing Recent IRC 263A challenges by the IRS Update of related cases and issues'including recent tax reform
Webcast: Financial Statement Analysis 26-27
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Webcast
8.0 Credits
How to extract necessary information Financial ratios that are used as analytical tools The proper understanding of accounting terminology Basic ratio tools Cash flow Working capital
Webcast: How Changes in Business Methods Affects Internal Control 26-27
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Webcast
8.0 Credits
How is business changing. What is driving the change and how long will it last. How specifically is an organizations control system important. What steps are needed to "keep up" with the upheaval.
Webcast: ACPEN: IRS Cybersecurity Checklist
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Webcast
2.0 Credits
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap