Professional Development and Event Catalog

This course is designed to equip CPAs, EAs, attorneys, and tax professionals with the essential knowledge and strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, discuss tax- efficient retirement plan options, and align estate planning techniques with current trends. Gain a thorough understanding of altered rules for Required Minimum Distributions (RMDs) and discover how to optimize estate plans in response to changing regulations. This update is tailored for professionals seeking practical insights in the realm of contemporary retirement planning. **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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Navigating the complexities of estate and trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorough understanding of their responsibilities and the processes involved in estate administration, enhancing their ability to address estate settlement issues effectively. Participants will be provided with a detailed overview of the professional’s role in estate and trust administration, emphasizing practical insights and strategies for managing assets, addressing the legitimacy of debts and creditors, and ensuring the proper distribution of assets. **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.

This course is designed for tax practitioners seeking to enhance their knowledge of individual income taxation and provide clients with timely, effective tax planning advice before year-end. Participants will receive an in- depth review of Form 1040 issues and the latest updates to the Internal Revenue Code (IRC), including proposals under the One Big Beautiful Bill Act (OBBBA). The course will also address potential tax changes under the current administration, helping practitioners anticipate and plan for what may come. With a practical focus, this course equips professionals to navigate key tax topics such as income adjustments, deductions, credits, and planning strategies for retirement, estate, and financial goals. Attendees will leave with actionable insights to guide clients through mid-year tax decisions and evolving legislative developments.

This course is designed for tax practitioners seeking to update their knowledge of business income taxation and provide timely, effective tax planning advice to clients before year-end. Participants will receive an extensive review of key business tax issues for the current tax year, including updates to the Internal Revenue Code (IRC) with emphasis on the proposed One Big Beautiful Bill Act (OBBBA). The course also covers expected tax changes under the current administration, helping practitioners prepare clients for how these developments may affect business operations. With a practical focus, this session equips professionals to navigate important topics such as employee classification, depreciation, compensation, and common deductions. Attendees will leave with actionable strategies to help business clients make informed tax decisions and remain compliant with evolving laws.

What The Big Beautiful Bill (OBBBA) Means for You and Your Clients: Breaking Down Key Tax Provisions The “Big Beautiful Bill” is the most significant tax law package since the TCJA, and it’s now law. With dozens of TCJA provisions made permanent and plenty of new rules introduced, this session is packed with critical content for tax professionals. You’ll walk away understanding what’s changed, what’s new, and what to prepare for across individual, business, and estate taxation. Art Werner breaks down key topics like bonus depreciation, enhanced 199A deductions, Trump accounts, SALT cap changes, estate planning, charitable limits, 1099-K thresholds, and much more. He’ll also examine areas with future sunsets, business incentives, and international tax provisions that could impact clients at all income levels. *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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Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this four hour program in order to stay abreast of these developments.  This program will cover new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals.  The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.  **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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The preparation of Forms 706 (Federal Estate Tax Return) and 709 (Federal Gift Tax Return) requires specialized knowledge and precision. This comprehensive course equips tax professionals with the essential skills and insights necessary to accurately prepare these forms while adhering to federal tax regulations. Participants will gain a complete understanding of estate and gift tax reporting, ensuring compliance with current IRS guidance. This course also addresses key issues related to the decedent's final income tax return and postmortem estate planning. By the end of the course, participants will be able to confidently manage the complexities involved in preparing Forms 706 and 709. The course will be updated to reflect any new legislation or IRS procedural changes affecting estate and gift taxation.

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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This program provides an update to the latest tax developments, rules and regulations impacting and business taxpayers, with a review and integration of 2024/25 legislation.   *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 planning continues to evolve as new laws, client needs, and societal shifts emerge. This comprehensive course highlights key developments shaping the future of estate planning, including legislative updates, digital asset integration, and advanced wealth transfer strategies. Through real-world examples and up-to-date insights, participants will learn to incorporate innovative tax planning techniques, address complex family structures, and offer customized, forward-looking estate plans. This course provides tools to help professionals support clients across generations while aligning with legal, social, and technological change.

Are you ready to expand your practice and offer comprehensive retirement planning services? Look no further! Delve deeper into the realm of IRAs and qualified retirement plans with this comprehensive eight-hour course tailored for financial practitioners. Understanding the intricate tax implications, design options, and strategic considerations of these plans is essential for meeting your clients' diverse retirement needs effectively. By the end of the program, practitioners will emerge equipped to confidently advise clients on a myriad of retirement planning strategies, enhancing their expertise and credibility in the field. Explore the intricacies of different IRAs, ranging from traditional to Roth, and gain valuable insights into SEPs, qualified plans, and contribution plans. Navigate through the complexities of 401(k) plans, including Roth 401(k)s, and master the art of seamlessly navigating minimum distribution rules. Through practical highlights, case studies, and real-world scenarios, this course empowers practitioners to not only select the optimal retirement plans for their clients' unique financial goals but also to provide personalized retirement solutions tailored to individual needs. Don't miss out on this opportunity to elevate your practice and establish yourself as a trusted advisor in retirement planning. Enroll today and embark on a journey towards maximizing your clients' financial future! **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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Join our course on Multistate Taxation – Issues and Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations, and audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity, and interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks, and ensure compliance with multistate taxation. Join us and navigate the complexities of finance confidently. **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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Tax developments have been in the forefront of the news, and tax practitioner can find it challenging to remain up-to-date with these changes.  This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications, and the latest tax legislation.  The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner.   **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.

What The Big Beautiful Bill (OBBBA) Means for You and Your Clients: Breaking Down Key Tax Provisions The “Big Beautiful Bill” is the most significant tax law package since the TCJA, and it’s now law. With dozens of TCJA provisions made permanent and plenty of new rules introduced, this session is packed with critical content for tax professionals. You’ll walk away understanding what’s changed, what’s new, and what to prepare for across individual, business, and estate taxation. Art Werner breaks down key topics like bonus depreciation, enhanced 199A deductions, Trump accounts, SALT cap changes, estate planning, charitable limits, 1099-K thresholds, and much more. He’ll also examine areas with future sunsets, business incentives, and international tax provisions that could impact clients at all income levels. *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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In an era of shifting job markets, high living costs, and financial setbacks, many young adults remain financially dependent on their parents well into their 30s. This course addresses clients' concerns about their children's and grandchildren's financial stability, offering strategies that integrate federal taxation with comprehensive financial planning. Participants will explore wealth accumulation, capital preservation, and estate distribution techniques to help their clients guide younger generations toward financial independence. By addressing common financial planning pitfalls and essential tax planning principles, this course equips participants to educate and empower young adults. Topics include college financial planning, risk management, and dynasty trusts as tools for building financial resilience across generations.

One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

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Please join us for an introductory course in international cross border transactions.    We will discuss typical situations in which a cross-border transaction arises, and how a taxpayer can utilize the rules to potentially decrease an entities effective tax rate.  Other issues, such as documentation and IRS audit risk will also be covered.  These rules will be illustrated by a hypothetical US- Canada transaction.    **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 leighanne.conroy@acpen.com.  

Tax Security Essentials: Implementing a WISP for Tax Professionals Tax practices face a critical responsibility: safeguarding client data against cyber threats. This course is tailored for professionals in the tax industry, offering a deep dive into the essentials of creating and maintaining a Written Information Security Plan (WISP) as mandated by IRS regulations and the FTC Safeguards Rule. With a focus on IRS Publications 4557, 5293, and 5708, along with insights from NISTIR 7621, participants will learn not just the theory but the practical steps needed to enhance their practice's security posture. The course content is designed to be direct and engaging, ensuring that attendees can easily translate knowledge into action. The curriculum covers a broad spectrum of critical topics, from developing a compliant WISP to recognizing and responding to cyber threats, and from implementing strong access controls to effective data protection measures. Special emphasis is placed on real-world strategies for preventing data breaches, including the use of encryption, backup procedures, and secure data disposal methods. Participants will also explore the importance of employee training and the continuous monitoring and improvement of security practices to address new cyber threats and business changes. For tax professionals committed to upholding the highest standards of data security and building a trust-based relationship with their clients, this course is a vital resource. Attendees will not only gain the knowledge to protect their clients' data but also the confidence to implement best practices within their organization.

This course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions.  It discusses the ordering rules for local laws versus treaty laws, and the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about  planning opportunities to contemplate when structuring foreign operations.  **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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The purpose of this course is to provide an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.

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