CPE Catalog & Events
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AHI: Level I - Basic Staff Training
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Online
24.00 Credits
Member Price: $740
Role of New Staff Understanding Audit Objectives Accounting Data Analytics Working Paper Techniques/Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts
Reasonable Compensation for S Corps
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority 26-27
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Online
2.00 Credits
Member Price: $99
• What is fiduciary duty, and how does it apply to a trustee or personal representative" • What are the state statutory accounting rules, and where can you find them" • What is fiduciary accounting income" • What is fiduciary account principal" • How does fiduciary accounting impact fiduciary taxation?
Form 706 Preparation Part 1: Overview Including Portability 26-27
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Online
2.00 Credits
Member Price: $99
• Action steps in 706 preparation engagement • Filing requirements, new forms, IRS return review procedures, closing letters • Obtaining transcripts and previously filed returns • Completing introductory pages 1—4 • Worksheets provided: Summary of Estate Plan • Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Monthly Federal Tax Updates - October 2026
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Preparation, Compilation & Review Services 26-27
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Online
2.00 Credits
Member Price: $175
• All recently issued SSARS standards • Financial reporting frameworks • Distinguishing special purpose frameworks from GAAP • CPAs reporting on financial statements • Financial statement disclosures • Recently issued ethics standards • Peer Review Deficiencies
Capitalized Costs & Depreciation - Tax Staff Essentials
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Online
5.50 Credits
Member Price: $189
Tax basis of property acquisitions Initial basis of property acquired in an exchange transaction Materials, supplies, repairs, and improvements Accounting method changes Depreciation: MACRS, Section 179 and bonus Intangible assets and amortization Organization and startup costs Research and experimental expenditures H.R. 1, commonly referred to as OBBBA
Estate Planning Strategies Using Irrevocable Trusts 26-27
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Online
6.00 Credits
Member Price: $259
• The gift, estate, and income tax treatment of irrevocable trusts • The benefits and risks of spousal lifetime access trusts (SLATs) • Planning with grantor retained interest trusts (GRATs and GRUTs) and Qualified Personal Residence Trusts (QPRTs) • When to use life insurance trusts (ILITs) and dynasty trusts • The effectiveness of domestic asset protection trusts (DAPTs)
A Working Parent's Guide to Prioritizing Mental Wellness
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Challenging Cultural Expectations and Managing Stress: Explore the impact of societal pressures and develop strategies to counter unrealistic expectations while managing stress effectively.Prioritizing Self-Care and Physical Well-Being: Learn the importance of self-care, including sleep, exercise, relaxation, and setting boundaries, as well as understanding the critical connection between physical and mental health.Seeking Support and Building Resilience: Recognize when to seek help -whether through therapy, friends, or family- and develop skills to build resilience, create flexible work arrangements, and identify when additional support, such as professional intervention, is needed.
Ethics, AI, and Music: What Every CPA Must Know
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include: Four key aspects of artificial intelligence that are relevant to CPAs: machine learning, generative AI, large language models, and GPT.The role that five powerful principles—the principles of ethical intelligence—play in using AI the right way. Short, focused writing exercises (30 seconds each) designed to deepen understanding of the topic. Real-world case studies about the use of AI in music as well as accountingAnswers to several crucial questions about how to use artificial intelligence with ethical intelligence.
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Advantages of budgetingThe role of budgetingMaster budgetingFlexible budgetingStandards and variancesCapital budgeting
Erase the Mark: Best Practices in Penalty Abatement
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
AICPA Town Hall Series (Rebroadcast of 10/15/2026)
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Online
1.00 Credits
Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities
Financial Planning: Auto & Homeowners Insurance
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Overview of Insurance types Overview of Insurance policies and contract sectionsExamples of types of policies and coverages
2026/27 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Update on ethics and independence developments from the AICPA Professional Ethics Executive Committee (PEEC)Recent developments shaping ethical requirements for the professionProposed and ongoing projects on PEEC's agenda
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 26-27
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Online
2.00 Credits
Member Price: $99
• Setting up a chart of accounts • Reviewing the estate plan • Distinguishing between "income" and "principal" • Understanding the relationship of fiduciary accounting to fiduciary taxation
Form 706 Preparation Part 2: Reporting Assets 26-27
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Online
2.00 Credits
Member Price: $99
• Action steps in 706 preparation engagement • Filing requirements, new forms, IRS return review procedures, closing letters • Obtaining transcripts and previously filed returns • Completing introductory pages 1—4 • Worksheets provided: Summary of Estate Plan • Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Surgent's Food, Beverage, and Entertainment Expensing
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Online
2.00 Credits
Member Price: $99
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Surgent's Hiring New Workers and Payroll Taxes
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Online
2.00 Credits
Member Price: $99
Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance