CPE Catalog & Events
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Webcast: ACPEN: Individual Tax Update 2026: Cases, Rulings & Real-World Impact
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Webcast
2.0 Credits
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
Surgent's Agentic AI Foundations for Finance and Accounting
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Webcast
2.0 Credits
Evolution from RPA to agentic AI (PRAL cycle: perceive, reason, act, and learn) Use cases in financial reporting and decision support Platform overview: simulating agents with ChatGPT; enterprise examples from IBM watsonx, Microsoft Copilot, and UiPath Global regulation: EU AI Act, U.S. Executive Order, AICPA Code of Conduct Ethical considerations and professional skepticism in autonomous systems
Webcast: ACPEN: Preparing to be a Forensic Accountant - Focus on Network Forensics
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Webcast
1.5 Credits
Forensic Accounting Accounting Auditing Finance
Webcast: ACPEN: Digital Resilience: Building Stronger, Smarter Organizations
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Webcast
1.0 Credits
Digital resilience Resilience frameworks Risk management Leadership & Cross-Functional Strategies
Webcast: ACPEN: K2’s Excel Tips – Today’s Best Features
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Webcast
2.0 Credits
New features and functions in Excel How to improve efficiency and effectiveness when working in Excel Taking advantage of Copilot integration with Excel Better ways of creating and working with formulas
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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Webcast
8.0 Credits
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including recently issued SASs Common mistakes as noted in peer reviews and DOL inspections
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: ACPEN: Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
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Webcast
8.0 Credits
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes Comparison of partnerships, LLCs and LLPs Overview the formation of a partnership/LLC and the §704(c) pre-contribution gain or loss rules Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items How schedule K items get allocated to partners on schedule K-1s Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members Comparing the tax and §704(b) book capital account computations Discuss partner guaranteed payments and self-employment tax issues Schedule M-1 – reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – analysis of partners’ capital accounts Review the importance and basics of calculating a partner/member’s outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations, §754 election for optional basis adjustments and §743/§734 mandatory basis adjustments
Webcast: ACPEN: Fiduciary Accounting for Estates and Trusts
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Webcast
4.0 Credits
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Surgent's Project Management: Tips, Tricks, and Traps
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Webcast
4.0 Credits
Contrasting project management with operations management Reviewing organizational culture and how it applies to project management The various types of project management including Agile, Scrum, Waterfall, Critical path, and others Looking at risk management software and its application in different types of project management Managing and leading project management stakeholders
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Webcast
1.0 Credits
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
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
Surgent's Introduction to Charitable Gifting for Individual Taxpayers
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Webcast
2.0 Credits
Fundamentals of charitable gifting Income and estate tax considerations for charitable giving Charitable deduction rules and limitations Structuring charitable contributions for maximum tax efficiency Advanced charitable gifting techniques Compliance and documentation requirements
Webcast: ACPEN: The FASB Conceptual Framework
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Webcast
2.0 Credits
Purpose and structure of the FASB Conceptual Framework Recognition and derecognition criteria Measurement concepts and approaches Qualitative characteristics of useful financial information Elements of financial statements Footnote disclosure requirements Relationship between the framework and standard-setting Practical application of the framework in accounting decisions
Surgent's Coaching Skills for Managers and Supervisors
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Webcast
4.0 Credits
The definition of “coaching” and the coaching process Characteristics of effective coaches Coaching strategies to support and assist others as they change ineffective behaviors Conducting one-on-one coaching sessions for setting goals and improving performance
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Webcast
4.0 Credits
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Identify and develop practical controls to prevent and detect fraud Tailor controls to the size and fit of the government or nonprofit
Webcast: ACPEN: Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service
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Webcast
4.0 Credits
Project management in tax practices Client onboarding and initiation Workflow and execution strategies Monitoring and risk management Communication and collaboration
Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals
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Webcast
2.0 Credits
Agentic simulation using prompt design and structured interaction Flipped agent/user roles in ChatGPT (autonomy emulation) Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent Risk scenarios: hallucinations, scope creep, prompt hacking Governance, professional skepticism, and documentation best practices
Webcast: K2's Mastering Advanced Excel Functions 26-27
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Webcast
4.0 Credits
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays