Welcome to the Online Continuing Professional Education for Certified Public Accountants
offered through Santa Clara University, in conjunction with the Accounting CPE Network.

What's the ACPEN Difference?

The ACPEN Difference

The Accounting Continuing Professional Education Network (ACPEN) is a joint project of state CPA Societies and other affilliated organizations who have a common goal: improving the quality and accessibility of distance learning opportunities available to their members.

Others' Technology

Webinar technology has, for some time, been a common offering of many participating ACPEN associations. Combining powerpoint slides delivered via the internet with audio of the instructor, either by telephone or internet, the webinar format allows for the delivery of educational content in a convenient, but visually limited fashion.

ACPEN's Technology

The ACPEN network is founded on the use of streaming video content over the internet that provides the participant with live, full motion video of the presenter, high quality audio, along with coordinated powerpoint slides. The ACPEN platform, provided by Business Professionals' Network and its technology partner, BizVision, also allows the end user to fully participate in the webcast by downloading written materials, emailing questions to presenters in real time, making notes in the viewer "notes" area, and emailing those notes to themselves for later use.

ACPEN's Production Values

ACPEN programming features enhanced production values and formats appropriate to the video medium. Presenters interact with each other as well as you, the ACPEN participant. This delivers an educational experience that is engaging, interesting, as well as professionally rewarding.

It is this unique combination of valuable information delivered using interactive live, video and audio internet technology that define The ACPEN Difference.



The Accounting Continuing Professional Education Network (ACPEN) CPE network, sponsored by State CPA Societies in many states, is dedicated to bringing, highly relevant, interactive, world-class CPE to every CPA in the most convenient and economical ways possible. Founded by four state societies in 1997, ACPEN is now a consortium of nearly 40 state societies.

Since 1998, ACPEN has been owned and managed by Business Professionals' Network, a firm that is responsible for the development of CPE content, management of the network, and that ensures that the satellite and internet technology is and stays at the cutting edge, for the benefit of state societies and their member CPAs. More information about ACPEN course offerings can be found below.

Since 1997, ACPEN programs have covered all of the most important subjects for accounting, tax and financial professionals. This year, you can join the thousands of CPAs across the country who have a reserved seat to one of the most fascinating ways to earn CPE credits available anywhere! In addition to CPE content developed by BPN, increasingly, state societies are taking advantage of webcast technology, adding their content and speakers to the ACPEN offerings.

More information about ACPEN CPE products and technology, can be found in the ACPEN Products section.


ACPEN Signature Series: Gift & Estate Tax Forms Workshop

Length: 8 Hours

Tax reporting for estates, gifts and trusts continues to be among the most complex areas of CPA tax practice and among the most lucrative.  The impending national elections promise the possibility of major changes---or perhaps not. The “crystal ball” for 2013 should be clearer by the course date and our panel of experts are uniquely qualified to translate events into action.

In this practice-oriented course, our panel will review the latest forms and instructions for IRS Form 706—U.S. Estate (and Generation-Skipping Transfer) Tax Return; Form 709--United States Gift (and Generation-Skipping Transfer) Tax Return and Form 1041--U.S. Income Tax Return for Estates and Trusts.  We will also be exploring a lot of side issues along the way such as:

•    Cutting off the statute of limitations;
•    Contents of the qualified appraisal;
•    Common fact patterns triggering various elections;
•    Family LLC and partnership planning and reporting;
•    Latest updates on Congressional action (if any) and resulting planning opportunities and traps;
•    QTIP and reverse QTIP elections;
•    Extensions and requests for prompt assessment;
•    And a host of other topics.

This all-new ACPEN course will focus on the following Major topics:

The Gift and Estate Environment in 2012 and Beyond

Valuation Issues and Pitfalls in Estate and Gift Tax Filings

Preparation of Form 709 and Generation Skipping Transfer Tax Allocation

Preparation of the Form 706-Estate Tax Returns

Estate & Gift Tax and Probate Planning for Non-U.S Citizens and Non-US Residents

Form 1041: Income Tax Treatment of Trust Estates.

Note: Business Professionals' Network, Inc has been approved by the Internal Revenue Service (IRS) as an approved Continuing Education provider. If you are a Registered Tax Return Preparer (RTRP) and wish to receive continuing education for this course, please use the form found in the course materials. Please submit this form within five (5) business days of the completion of the course.

This video is part of 2012 Signature Series Bundle
This video is part of ACPEN Signature Complete Series
This video is part of Tax Basic Bundle
This video is part of One Stop Shop Bundle

CPE Credits: 8

Field of Study 1: Taxes (8 hours)

Program Level (Basic, Update, Intermediate, Advanced, Overview): Intermediate

Prerequisites: None

Instructional Delivery Method: Group Internet Based

Course Registration Requirements: Online Registration

Designed For: Tax Practitioners

Course Developer: Business Professionals' Network, Inc.

Refund/Cancellation Policy: Please contact the ACPEN help desk - 1-800-747-1719 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Complaint Resolution Policy: Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).

Official Registry Statement: Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org

Produced By:



  • C. Clinton Davis, CPA, JD
    • C. Clinton Davis, CPA, JD, is a partner in the Dallas, Texas law firm of Krage & Janvey, LLP.  He is a frequent presenter at continuing education programs for both accountants and lawyers, including not-for-profit organizations, partnership and real estate planning. He is the author of Texas Society of Certified Public Accountants (TSCPA) courses, Fundamentals of LLC and Partnership Taxation, and Tax Planning for Real Estate and Small Business.  Clint is Board Certified in Tax Law by the Texas Board of Legal Specialization. He represents numerous pass-through and charitable entities. Clint has served as program chair or presenter on several ACPEN programs in the areas of tax, not-for profit and business entities.

  • Dan Snyder, JD, CPA
    • Dan Snyder JD, CPA, is a principal in the firm of Dan Snyder & Associates, Inc., in Gainesville, Texas. Prior to this, he was the Manager of International Tax for Weaver, LLP, in Fort Worth, Texas. Dan has more than 30 years of tax and legal experience with 25 years in international tax, including corporate and individual issues. His practice emphasizes global restructuring and refinancing strategies; cross-border transactional planning and management; strategic re-sourcing of income and expenses; maximizing export tax incentives; expatriate income, gift and estate tax planning; and IRS audit controversy services . In addition, previously, Dan was the Chairman of the International Tax Committee of a global accounting firm. Among his professional memberships, Dan is a member of the Texas Society of Certified Public Accountants (TSCPA) and of the Chartered Institute of Taxation
  • Stanley L. Blend
    • Stanley Blend, JD, is a Principal with the firm of Strasburger & Price, LLP, in San Antonio, Texas. His practice covers federal income and estate tax planning, state sales tax and margin tax planning, federal income and estate tax controversies and mergers and acquisitions negotiations. In the controversy arena, Stanley has tried and won several tax cases on behalf of taxpayers in the United States Tax Court. He has published numerous articles, principally on tax-related subjects, and has spoken on tax-related subjects on numerous occasions for various groups, including but not limited to, the State Bar of Texas, the American Bar Association, the Texas Society of Certified Public Accountants and various tax institutes. He is Board Certified in Tax Law by the Texas Board of Legal Specialization
  • Mark George, CPA, ABV
    • Mark George, CPA, ABV, is Managing Director of George Valuation Advisors, a Dallas-based business valuation and financial consulting firm. Previously, Mark was the Managing Director of Phalon George Capital Advisors, in Dallas, Texas, and Manager of the Valuation Services Group of KPMG, LLP, and a Senior Staff member of Valuation Services for Ernst & Young, LLP, also in Dallas. For over 20 years, Mark George has been focused exclusively on the valuation of businesses, partnership interests, and intangible assets. He has completed hundreds of business appraisals in a wide variety of industries. His valuation opinions have provided the basis for gift and estate tax computations, employee stock ownership plans, acquisitions and divestitures, purchase price allocations including intangible asset valuations, derivative securities prices, restricted stock, and litigation support. Mark is a CPA licensed in Texas and Accredited in Business Valuation by the AICPA. He is a frequent speaker on valuation issues.
  • Terri Lawson, CPA, CDFA
    • Terri Lawson, CPA, CDFA, is a member of the tax department of the Atlanta, Georgia Firm, Frazier & Deeter, LLC, specializing in estate taxation and planning, fiduciary, gift, and individual income tax. She is also a Certified Divorce Financial Analyst specializing in divorce planning, cash flow analysis, settlement structuring and evaluation of divorce settlements. Terri joined the firm after graduation in 1988 as a junior staff and has more than twenty years of experience in preparing and reviewing complex tax returns for individuals, estates and trusts. Client assistance is also provided in the areas of tax, estate, gift, succession and divorce planning. She is also responsible for training and supervising staff accountants on tax engagements. Terri is a member of the Georgia Society of Certified Public Accountants, the AICPA, the Trust, Gift and Estate Technical Resource Panel, and the Atlanta Estate Planning Council.
  • Gary V. Post
    • Gary V. Post, JD, The Blum Firm, PC, Fort Worth, TX

Course Materials

  • ACPEN_Signature-Gift_Estate_Tax_Forms_Workshop-Manual
  • Important CPE Credit Information_2012
  • IRS PTIN Credit Request Form 2012
  • Additional Materials_Mark George (56 pages)
  • Course Outline-11/28/12 (2 pages)
  • Questions and Answers
  • IRS Credit Request Form (1 page)

* Please be advised that this is not a
Santa Clara University website, but is a website developed and hosted by ACPEN, in conjunction with Santa Clara University.