CPE Catalog & Events
Webcast: ACPEN: KPI Bootcamp for Small Businesses
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Webcast
5.0 Credits
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment
Webcast: ACPEN: Financial Acumen for Today's HR Leader
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Webcast
2.0 Credits
Financial Statement Insight Trend Analysis Financial Benchmarks
Webcast: ACPEN: Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
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Webcast
2.0 Credits
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges
Surgent's Data Analytics Toolkit – Tools and Applications
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Webcast
2.0 Credits
Definition of Data Analytics Assessing your organization’s current status and establishing an environment for success Financial staff’s core activities Common uses of analytics and current examples Behavioral forces that impact decisions Examples of inaccurate forecasts Identifying strategic measurements (KPIs) Improving budgeting and forecasting and addressing Black Swan events Collecting and using data from traditional and non-traditional data sources Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards). Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration Expanded lists of readings and next level software for a participants’ future reference
Webcast: ACPEN: Partnership Essentials: Review & Update
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Webcast
4.0 Credits
Recent legislative, rules and tax developments impacting partnerships and their partners Transfer of partnership interests TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense Importance of capital accounts Form 1065, Schedules K-1 and M-2 Schedules K-2 and K-3 update Reporting partner capital accounts Effect of the Ceiling Rule Alternative and Remedial Methods Effect on financial capital accounts Tax basis capital accounts
Webcast: ACPEN: Federal Tax Update for Business with Doug Van Der Aa
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Webcast
4.0 Credits
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
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Webcast
2.0 Credits
Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team
Surgent's Introduction to Required Minimum Distributions
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Webcast
2.0 Credits
How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules What is an RMD? Who is subject to RMDs? The types of accounts subject to RMDs How to calculate an RMD How to determine if a distribution can be an RMD How to determine which life expectancy table must be used when calculating an RMD The rollover and transfer rules during an RMD year IRS penalties for non-compliance with RMD regulations Applying RMD strategies to different plan types When RMDs can and cannot be aggregated How to correct an RMD shortfall How to get a waiver of the excise tax on an RMD failure The tax implication of an RMD How to donate an RMD tax-free How to determine the RMD rules that apply to a beneficiary
Surgent's Mastering Client Management for Accounting and Finance Professionals
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Webcast
2.0 Credits
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Webcast: ACPEN: K2’s Formatting Excel Spreadsheets The Right Way
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Webcast
2.0 Credits
Creating and using Styles in Excel The Accounting Format and why you should use it How to Create Custom Formats Formatting dates for maximum impact The advantages of storing formats in templates
Webcast: ACPEN: Understanding the Tax Implications of Retirement Plan Distributions
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Webcast
1.0 Credits
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
Surgent's Industry Accountant Key Performance Metrics
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Webcast
8.0 Credits
Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
Surgent's Marijuana: A Generalized Business Viewpoint
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Webcast
2.0 Credits
An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections
Webcast: ACPEN: Impact of OBBBA 2025 on the Individual Taxpayer
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Webcast
6.0 Credits
OBBBA 2025 – New law provisions, those extended or made permanent with and without changes, and those repealed Illustrative example of how the OBBA changes may impact the everyday taxpayer Inflation adjusted rates for 2025 and 2026 Dependent care credit Student loan deduction Review of other individual credits and deductions
Webcast: ACPEN: The Controller Function - Elevating the Role
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Webcast
1.5 Credits
Accounting Finance Auditing Business Development
Surgent's Tax Research - Intermediate Concepts
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Webcast
2.0 Credits
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authorities Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Surgent's Introduction to Forensic Accounting
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Webcast
4.0 Credits
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
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Webcast
2.0 Credits
What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools
Surgent's Mastering Accounting for Income Taxes
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Webcast
4.0 Credits
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives
Webcast: ACPEN: The Essential Guide to Understanding Private Company Financial Statement Disclosures with Renee Rampulla
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Webcast
4.0 Credits
Common Private Company Accounting Policy Disclosures Numerous Sample Lease and Revenue Disclosures Unique OCBOA Disclosure Requirements and examples Research Techniques