CPE Catalog & Events
Webcast: ACPEN: 2026/27 Not-for-Profit Accounting & Auditing Update
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Webcast
4.0 Credits
Accounting Standards Updates (ASUs) affecting not-for-profit organizations Introduction to and comparison of the International Non-Profit Accounting Standard (INPAS) U.S. GAAP considerations for NFP financial reporting AICPA auditing and attestation updates Quality management: monitoring and remediation responsibilities Updates to SSAEs, SSARSs, and group audits
Webcast: ACPEN: Fringe Benefits & Compensation Planning - Today and Beyond
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Webcast
8.0 Credits
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
Webcast: Acquisitions for Business Growth: Strategy, Integration and Due Diligence 26-27
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Webcast
4.0 Credits
Valuing businesses Negotiate the right price Understand the keys to effective and efficient due diligence Prepare and review agreements Plan and execute an effective integration Key considerations when selling a business
Webcast: How Fraud Can Affect Smaller Organizations 26-27
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Webcast
4.0 Credits
The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses
Webcast: K2's Improving Productivity With Microsoft 365 Cloud Tools 26-27
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Webcast
4.0 Credits
Understanding the Cloud-based options available in a Microsoft 365 environment
Webcast: ACPEN: Estimates, Contingencies and Going Concern
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Webcast
2.0 Credits
Overview of accounting estimates and uncertainties Going concern accounting and auditing considerations SAS 132 requirements SAS 143 requirements Loss and gain contingencies Guarantees Credit losses Impact on financial reporting and auditing
Surgent's Stock vs. Asset Acquisitions of C Corporations
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Webcast
2.0 Credits
Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
Surgent's Unique Tax Attributes of Different Entity Types
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Webcast
2.0 Credits
Considerations for a small business owner Self-employment taxes Guaranteed payments to partners QBI deductions: Section 199A Built-in gains tax: S corporations Excess passive income tax: S corporations PTE elections: S corporations and partnerships Taxation of fringe benefits: S corporations Double taxation of C corporation dividends Taxation of limited liability companies Which entity to choose?
Webcast: ACPEN: Business Tax Update for Industry
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Webcast
2.0 Credits
“Tax-mageddon” – the all-important impending expiration/extension/renewal of the TCJA Other recent Federal legislative, rules and tax developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Latest legislative, judicial, and IRS developments
Surgent's Implementing Subscription Pricing to Your Practice
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Webcast
2.0 Credits
The basics of subscription pricing Pricing strategies, with an eye toward a modern model for your business How to implement subscription pricing The need to look back and assess the financial impact of the implementation How to manage customer retention The optimum subscription pricing for your business
Webcast: ACPEN: Execute Your Strategy: Turn Planning into Results or Destroy it and Start Over…Again
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Webcast
2.0 Credits
The strategy-execution gap: common reasons why most strategic plans fail Why should financial planning lead strategy? Evaluating the lifespan and relevance of your strategic plan Building your strategy to include risk management Building an adaptive, finance-focused strategic approach What we should learn from the rise and fall of major companies How to align financial metrics with strategy
Webcast: ACPEN: Can You Really Do That With AI?
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Webcast
1.0 Credits
AI fundamentals AI tools you already own Analyzing data using AI AI risks and concerns
Webcast: ACPEN: The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Webcast
1.0 Credits
Accounting Finance
Webcast: ACPEN: Estates & Trusts: Executor Duties and Tax Responsibilities in Estate Administration
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Webcast
4.0 Credits
Legal and fiduciary responsibilities of the executor or personal representative Overview of the estate administration process from appointment through final distribution Filing requirements for Form 1040, Form 1041, and Form 706 Income in respect of a decedent (IRD) and basis adjustments Estate asset identification, valuation, and management Creditor claims, debt settlement, and distribution procedures Obtaining an EIN for the estate and IRS notice procedures IRS audit risks related to estate administration Executor liability considerations and risk management Estate accounting records, documentation, and communication with beneficiaries
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Webcast
4.0 Credits
Economic update Leadership and management changes because of recent developments, including AI Managing for productivity Hiring the best people for the organization New motivation techniques
Webcast: ACPEN: Travel/Entertainment Expenses and Taxes: What You Need to Know for Compliance
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Webcast
2.0 Credits
Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Webcast
2.0 Credits
What artificial intelligence is and how it differs from automation Current AI technologies: generative AI, large language models (LLMs), and machine learning How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services Risks and limitations of AI: bias, data integrity, and over-reliance on automation Data governance, security, and privacy in AI-enabled systems Case studies of how accounting firms and finance teams are implementing AI today Future skills for accounting and finance professionals in an AI-driven environment
Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information
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Webcast
2.0 Credits
CPA responsibilities for client data Understanding the risks while traveling Legal and regulatory landscape CPA-specific considerations Data protection techniques and tools Policy and technical safeguards Pre- and post-travel protocols Employee education and compliance
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Webcast
2.0 Credits
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Webcast
2.0 Credits
Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning