Professional Development and Event Catalog
Ethical Standards in Tax Practice: Circular 230 and Compliance
Friday, Nov. 13 12:00pm - 1:49pm
Online
2.00 Credits
Member Price: $89
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This instructor-led course offers an in-depth analysis of ethical challenges that tax professionals face, focusing on the provisions of Circular 230 and how they apply to real- world scenarios. Through the discussion of key issues such as conflicts of interest, confidentiality, diligence, contingent fees, and the handling of amended returns, participants will learn how to apply ethical principles in their practice while maintaining professional standards. Participants will gain a comprehensive understanding of how to handle ethical dilemmas, manage client pressures, and ensure compliance with regulatory expectations, all while safeguarding their professional integrity. *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
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Year-End Tax Planning: Thinking Outside the Box
Friday, Nov. 13 12:00pm - 3:39pm
Online
4.00 Credits
Member Price: $149
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Tax planning is more than an estimated tax calculation, it's a process. Where are we now and what can we change? This timely program will highlight significant 2022-23 tax developments and discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don’t wait until late December to start planning for your clients! **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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IRAs – Contributions and Distributions for Traditional, Roth, SEP and SIMPLE IRAs
Friday, Nov. 13 12:00pm - 7:37pm
Online
8.00 Credits
Member Price: $300
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This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of S-corporation taxation. The cornerstone of this course is the preparation of the Form 1120S using a fairly complex trial balance common to most S corporation income tax returns. *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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S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Friday, Nov. 13 12:00pm - 7:37pm
Online
8.00 Credits
Member Price: $300
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This comprehensive training is designed to get the accountant up to speed quickly with S corporation formation and preparation issues as well as a complete understanding of calculating a shareholder’s stock and debt basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K and K-1 and how these items affect the shareholder’s Federal individual income tax return. *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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Cutting-Edge Estate and Financial Planning Trends
Friday, Nov. 13 12:00pm - 7:41pm
Online
8.00 Credits
Member Price: $250
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With the new administration proposing significant tax changes, estate and financial planning strategies must adapt to stay ahead. This course equips financial professionals with the latest techniques and insights into evolving tax laws, domicile considerations, and wealth transfer strategies. Participants will explore how potential reductions in estate and gift tax exemptions, new compliance requirements, and advanced IRA distribution planning may impact client strategies. With a focus on practical application, this course provides actionable strategies for charitable giving, domicile considerations, and estate tax efficiency to help practitioners optimize outcomes while ensuring compliance with new and anticipated tax 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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Surgent's Capital Assets: Basis and Taxation for Financial Professionals
Friday, Nov. 13 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $119
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This course provides a comprehensive understanding of capital assets taxation, basis determination, and related tax planning strategies. Participants will explore the fundamental classification of capital assets, the distinction between realization and recognition of gains and losses, and the complex rules governing disallowed losses. The course thoroughly examines the various types of capital gains and losses, including short-term, long-term, and special categories such as unrecaptured Section 1250 gains and collectibles. Attendees will learn the intricacies of netting capital gains and losses, calculating tax liabilities across different income types, and distinguishing between marginal and effective tax rates. The course also covers advanced topics including basis adjustments, wash sale rules, related-party transactions, and inherited property treatment. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective capital asset strategies that minimize tax liabilities while ensuring regulatory compliance.
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Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
Friday, Nov. 13 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We'll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You'll learn what to look for in state statutes and gain a solid foundation for filing requirements. Additionally, we'll cover key tax due dates, how to handle missed deadlines, and potential relief options. Whether you're new to the field or running your own practice, this course will equip you with the tools to succeed.
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Surgent's Purchase and Sale of a Residence: Critical Tax Issues
Friday, Nov. 13 1:00pm - 3:00pm
Online
2.00 Credits
Member Price: $99
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Many clients end up selling one or more residences during their lifetimes. Accounting and finance professionals must be aware of the tax rules that relate to such sales in order to assist their clients regarding these sales. This program provides accounting and finance professionals with the tax rules they need to know to help their clients when they sell a personal residence. This program is a comprehensive survey of the various tax issues associated with the sale of a residence.
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Estate and Trust Primer - Tax Staff Essentials
Friday, Nov. 13 1:00pm - 5:00pm
Online
4.00 Credits
Member Price: $139
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The tax strategies behind estate planning Estate planning is vast and complicated. A fundamental understanding of estate and trust taxation is essential to helping clients plan for their futures. Topics include: Tax obligations of trusts and estates, and how these obligations affect beneficiaries The federal income taxation of trusts and decedents' estates, along with the tax effects of specific scenarios for beneficiaries Planning options that can minimize your clients' taxes while accumulating income and the distribution or transfer of wealth to intended beneficiaries Detailed explanations of complex estate and trust concepts Learners build their understanding of the unique tax issues affecting trusts and estates, including: The taxation of simple and complex trusts, grantor trusts, and electing small business trusts Fiduciary accounting and the Uniform Principal and Income Act Deductions and credits available to trusts and estates Updated for H.R. 1, commonly referred to as OBBBA This comprehensive course has been updated to discuss the effects of H.R. 1 on estate and trust taxation. Relevant topics include: Overall limitation on itemized deductions Permanence of the expanded lifetime estate tax exemption Section 163(j) business interest 0.5% floor on itemized charitable contribution deductions And much more Part of Tax Staff Essentials Level 3 This self-study online course is part of Tax Staff Essentials Level 3, a comprehensive learning program that provides senior- and supervisor-level tax professionals with the technical training required to take a leadership role on their teams.
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Surgent's IRS Tax Examinations and Hot Issues
Friday, Nov. 13 1:30pm - 5:00pm
Online
4.00 Credits
Member Price: $159
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The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax, and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.
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State Tax Nexus: Frequently Awkward Questions
Friday, Nov. 13 2:00pm - 3:48pm
Online
2.00 Credits
Member Price: $89
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Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US, and identifies free, online multistate resources. *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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Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
Friday, Nov. 13 2:00pm - 5:00pm
Online
3.00 Credits
Member Price: $169
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Accounting and finance professionals advising their business clients must be fully informed regarding the multiple loss limitation provisions that apply to individuals conducting businesses and pass-through entities. This program covers the loss limitation rules that accounting and finance professionals must know in order to advise their individual and pass-through entity clients fully and adequately as to when and if a loss limitation applies. The loss limitations discussed in this program start with an introductory discussion of hobby loss rules and graduate to more substantive discussion of the remaining loss limitations: basis limits, at-risk rules, passive loss limits, excess business loss limits, net operating losses, and the Section 163(j) interest limitation. Knowing when loss limits apply is essential for any accounting and finance professional. This program will put you in a position to advise clients fully and intelligently regarding each of the loss limits. This program discusses new OBBBA changes that impact tax loss limitations impacting individuals and pass-through entities.
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Planes, Yachts and Automobiles: Listed Property Under IRC 280F
Friday, Nov. 13 4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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Is that business jet, RV, yacht or luxury automobile really deductible? This course tackles the tricky terrain of listed property depreciation, helping tax professionals navigate IRC 280F with confidence and clarity. Whether your client is flying high, cruising the coast, or hitting the highway, this session will help you determine what qualifies, what doesn't, and how to keep the IRS at bay. 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 for Individuals with Doug Van Der Aa
Friday, Nov. 13 4:00pm - 7:36pm
Online
4.00 Credits
Member Price: $149
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This program will address recent legislation, rulings and developments affecting individual taxpayers and provide practitioners with a comprehensive update for the upcoming tax 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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Fundamentals of the 1040 Business Income and Reporting
Friday, Nov. 13 4:00pm - 8:00pm
Online
4.00 Credits
Member Price: $149
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This course is designed for practitioners in their first through fifth years of practice. Through a theoretical and practical study of Form 1040 and selected accompanying schedules, the course reviews the fundamental rules governing the preparation of individual income tax returns. Participants will examine taxpayer filing requirements and filing status, dependency determinations, reporting different types of income and adjustments to income, and the distinction between business income and hobby income. The course also reviews itemized deductions and the standard deduction, common refundable and nonrefundable income tax credits, and documentation requirements for Earned Income Tax Credit (EITC) due diligence. In addition, the program addresses preparer responsibilities, ethical considerations in tax return preparation, and confidentiality, privacy, and disclosure requirements. *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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Section 199A Compliance: Rules and Reporting After OBBA
Saturday, Nov. 14 9:00am - 10:54am
Online
2.00 Credits
Member Price: $89
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Section 199A compliance has evolved after OBBA — and so have the risks of getting it wrong. From revised definitions of qualified business income to updated reporting obligations, practitioners must navigate nuanced guidance affecting partnerships, S corporations, and sole proprietorships. Walk away with practical tools, compliance checklists, and calculation frameworks you can apply immediately.
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No Tax on Overtime: Payroll Compliance
Saturday, Nov. 14 9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. 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 Individual and Financial-Planning Tax Camp
Saturday, Nov. 14 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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Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 – 2 hrs
Saturday, Nov. 14 10:00am - 11:45am
Online
2.00 Credits
Member Price: $89
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This two-hour course provides a comprehensive overview of the IRS collection process, guiding tax professionals through each stage, from the initial notice to enforced collection actions. Participants will gain insights into taxpayer expectations during the collection process, as well as strategies for resolving tax debts. The course highlights when to use Form 433-A or 433-B, the documentation needed, and the criteria for submitting an Offer in Compromise (OIC) to settle tax debts for less than the full amount owed. Attendees will also learn about the various payment options available and practical approaches to advising clients. *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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Individual Tax Update 2026: Cases, Rulings and Real-World Impact
Saturday, Nov. 14 10:00am - 11:46am
Online
2.00 Credits
Member Price: $89
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Tax law continues to evolve—and so do the risks and opportunities for individual taxpayers. This 2026 update examines the most important cases, IRS rulings, and administrative guidance from the past year, translating complex developments into practical takeaways. Learn how new interpretations affect deductions, credits, reporting obligations, controversy issues, and tax planning strategies. Walk away with tools you can immediately apply in practice. *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