Professional Development and Event Catalog
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Depreciating and Expensing Business Assets
Tuesday, Jan. 26 9:00am - 10:42am
Online
2.00 Credits
Member Price: $89
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This course will address recent tax legislation, rules, and developments related to capitalization and depreciation; Section 179 and 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm and real estate business. *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 terri.storer@acpen.com
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Devious Ethics: Avoiding Snakes in Suits
Tuesday, Jan. 26 9:00am - 10:52am
Online
2.00 Credits
Member Price: $89
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Good people believe everyone else is just like them. They cannot imagine someone could con them or their company and have no guilt or remorse about what they have done. Lack of guilt and empathy are key traits of a psychopath. Most of us envision psychopaths to be cold-blooded serial killers who are locked away in prison. However, experts estimate that 4% of corporate executives are psychopaths who may initially appear to be more normal than the rest of us. Psychopaths may present a convincing picture of virtue while helping themselves to money, status and sex while leaving a path of shattered expectations, empty wallets, and broken hearts in their wake. Learn how to recognize and deal with others who have no conscience.
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Strategic CFO – Developing Strategy and the Why
Tuesday, Jan. 26 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Effective CFOs and CPAs play a critical role in shaping and executing organizational strategy. This session focuses on how strategy is developed, why many strategic plans fail, and how finance leaders can help organizations create focus in an increasingly complex and fast-changing environment. Participants will explore competitive advantage, the use of financial and non-financial metrics, and the importance of aligning strategy with mission, culture, and resources. Through discussion and real-world case examples, attendees will gain practical tools to evaluate, measure, and support successful strategies across for-profit and nonprofit organizations. Use of some video reels will add levity to some of the key points.
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Unlocking Deep Secrets: Case Studies in Financial Analysis
Tuesday, Jan. 26 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Unlock the secrets to understanding a company's financial health and management performance through comprehensive financial analysis. This seminar will guide you through essential tools such as vertical analysis, horizontal analysis, and ratio analysis to gain deep insights into business performance. - Vertical Analysis: Learn how to express each line item of financial statements as a percentage, making it easier to compare companies of different sizes and identify key trends. - Horizontal Analysis: Discover how to compare financial information over multiple periods to spot significant changes and trends, providing a clearer picture of a company's growth and performance. - Ratio Analysis: Dive into calculating and interpreting financial ratios to assess profitability, liquidity, and solvency. Understand how these ratios reveal the effectiveness of management and the potential of the business. This seminar goes beyond just teaching terms and formulas. We will apply these analytical tools to real-world financial data, demonstrating how to derive meaningful insights and make informed decisions. Join us to enhance your financial analysis skills and gain a competitive edge in evaluating business performance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Federal Tax Update
Tuesday, Jan. 26 9:00am - 12:30pm
Online
4.00 Credits
Member Price: $159
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Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BIT4.
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Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting
Tuesday, Jan. 26 9:00am - 12:39pm
Online
4.00 Credits
Member Price: $149
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Peer review deficiencies and professional liability claims result from both audit and nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns for a wide variety of professional services offered by public accountants.
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Comprehensive Accounting and Financial Reporting Update
Tuesday, Jan. 26 9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Tuesday, Jan. 26 9:00am - 4:37pm
Online
8.00 Credits
Member Price: $300
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With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “must-attend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal business income tax filing season. *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 terri.storer@acpen.com
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Surgent's Individual and Financial-Planning Tax Camp
Tuesday, Jan. 26 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Please Note: 2026 returns are not covered in this course. They will be covered after their issuance, as part of our spring 2027 course release.
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You Don't Know What You Don't Know About Microsoft Excel
Tuesday, Jan. 26 9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Revenue Recognition - Topic 606 Disclosures
Tuesday, Jan. 26 10:00am - 11:14am
Online
1.20 Credits
Member Price: $39
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The standard also requires information about the following categories: disaggregation of revenue contract balances performance obligations This webinar will deal directly with disclosure requirements for the standard. Several courses currently exist on the platform related to an overview of the standard and deep dive into individual steps of the standards.
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The Controllership Series: The Controllers Role in Compliance
Tuesday, Jan. 26 10:00am - 11:15am
Online
1.40 Credits
Member Price: $79
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The controller has several broad areas to stay up to date on regarding compliance initiatives: Financial compliance Regulatory compliance Operational Compliance IT Compliance
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Managing Through Corporate Politics - The Achilles’ Heel of Executing Professional Skepticism
Tuesday, Jan. 26 10:00am - 11:43am
Online
2.00 Credits
Member Price: $85
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Professionals often require the ability to utilize professional skepticism, due care and independence when executing their corporate role. Corporate politics can be a combating factor when attempting to comply with those requirements. Leaders must be vigilant about nipping “political” problems in the bud, before they spiral out of control and/or impede those whose job it is to see through political agendas. Dealing with corporate politics can be one of the most frustrating and confusing experiences for any professional. Unfortunately, selfishness, greed, bickering, lust for power, etc. can creep into your company's culture and impede productivity. Learning to understand and deal with corporate politics is a prerequisite to being able to maintain an effective career. This course discusses the basics of corporate politics and provides you with alternatives to managing and handling dilemmas that you may face. This course focuses on the core concepts that impact corporate politics and discusses methods for better understanding when, how, and why the issues occur. This enables professionals to better execute their professional skepticism, due care and independence responsibilities.
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Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
Tuesday, Jan. 26 10:00am - 11:44am
Online
2.00 Credits
Member Price: $89
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Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills and methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency and reorganization Securities and tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve a bit deeper into the world of forensic accounting and identify some of the specific areas of expertise required to become a forensic accountant. We will then first delve deeper into the art of document analysis and handwriting analysis.
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Third Party Verification (Comfort) Requests- What Are Options for Responding and How to Determine Which Professional Standards to Apply?
Tuesday, Jan. 26 10:00am - 11:47am
Online
2.00 Credits
Member Price: $89
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Frequently, third parties may request certain financial and nonfinancial information to be verified by the external accountant (often referred to as ";comfort letters"). This course will provide insight into how to respond to requests for comfort in a way that will minimize professional liability risk.
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Accounting and Auditing for Cryptocurrency
Tuesday, Jan. 26 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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Cryptocurrency continues to evolve rapidly, bringing new accounting and auditing considerations for CPAs and auditors. This course provides a practical overview of the accounting and auditing issues associated with cryptocurrency, with an emphasis on recent standard-setting developments and their implications for practice. The accounting portion of the course focuses on ASU 2023-08 and related developments, including recent FASB Board discussions, the FASB's Invitation to Comment, and the addition of cryptocurrency-related topics to the FASB's research agenda. Participants will work through a practical case study to apply the guidance in ASU 2023-08, building confidence in accounting for cryptocurrency transactions and balances. The auditing portion of the course addresses key audit considerations related to cryptocurrency, including implications for engagement acceptance and continuance, risk assessment, and the design and performance of audit procedures. The course also references the AICPA's Accounting for and Auditing of Digital Assets practice aid to help bridge authoritative guidance and real-world application.
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Adobe Acrobat Tips for Working with PDF Files
Tuesday, Jan. 26 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Stock vs. Asset Acquisitions of C Corporations
Tuesday, Jan. 26 10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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A business conducted as a C corporation can be purchased through an asset acquisition or a stock acquisition. In an asset acquisition, the buyer purchases the business by purchasing the assets that make up the C corporation's ongoing business. In a stock acquisition, the buyer purchases the stock of the C corporation that owns all or a majority of the business assets. The seller and the buyer are usually at odds over how to structure the acquisition. Accounting and finance professionals advising their clients should be fully conversant in the tax rules that apply to stock and asset acquisitions. Discussing and explaining those rules is the focus of this course.
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Everything You Need to Know About the Pass-Through Entity Rules: IRC §199A The Code and Regulations
Tuesday, Jan. 26 10:00am - 1:39pm
Online
4.00 Credits
Member Price: $149
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As part of the Tax Cuts and Jobs Act (TCJA), IRC § 199A was added. This Internal Revenue Code section allows certain pass-through entities the ability to has made it deduct up to 20% of their qualified business. Although practitioners have had over three years of “experience” utilizing IRC § 100A, many practitioners still do not feel comfortable with this part of the Internal Revenue Code. The purpose of this presentation is to provide the practitioner with an understanding of the rules of IRC § 199A as well as an understanding of the IRC § 199A regulations. **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.
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Estate and Financial Planning for the Older Client
Tuesday, Jan. 26 10:00am - 5:42pm
Online
8.00 Credits
Member Price: $250
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Enter the complex world of elder planning with this comprehensive course tailored for financial professionals. Gain invaluable insights into estate and financial strategies designed specifically for older clients, equipping you with the knowledge and skills to address their unique needs and challenges. Throughout the course, participants will explore a wide range of topics, from understanding the complexities of Medicare and various life insurance types to navigating Social Security considerations and exploring Medicaid planning details. With a focus on practical application, attendees will learn to customize estate planning strategies, explore housing and care alternatives, and address gifting complexities relevant to older clients. By the end of the program, you'll develop expertise in executing specialized planning requirements for mature clients, ensuring you're well-prepared to provide informed counsel and support in this important aspect of financial practice. Join us and enhance your knowledge in estate and financial planning for the older client today. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com