CPE Catalog & Events
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Bonus Depreciation Section 163(j) Section 174 Research and Experimental Expenditures Residency and Domicile Selling a principal residence, including tax planning strategies Virtual currency, including recent developments regarding NFTs New FinCEN reporting requirements in 2024 Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Walter Haig's Business Financial Health Checkup
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Online
8.00 Credits
The major topics that will be covered in this class include:How to use analytical procedures as a management tool to identify areas hindering the profitability of the entityHow to use analytical procedures to identify misstatements in financial informationTechniques for developing a "workable" business planRecasting GAAP financial statements into powerful management toolsDeveloping and using benchmarks to identify profitability problemsIdentifying profitability key factorsThe relationship of internal controls and the health of an entityCommon weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknessesHow to create "goal" statements that achieve results
Hold Your Horses! How Landmark Fraud May Have Been Avoided
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Online
2.00 Credits
The major topics covered in this course include:Key aspects of Rita Crundwell’s theftInternal controls that could have prevented the theftInternal controls that could have detected the theft in a timely mannerIndependence in both fact and appearanceLessons for CPA firmsLessons for government agencies
Risk Assessment Under SAS No. 145: The Key to Audit Quality?
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Online
2.00 Credits
The topics that will be covered in this class include:New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability
Love it or Leave It: Engagement and Retention at Work
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Online
2.00 Credits
The major topics that will be covered in this course include:Ethical Values and Engagement and RetentionEnhancing Employee engagementStrategic/Intentional Actions to Enhance RetentionGeneration X
ChatGPT and the ELI5 Approach for Accounting Professionals
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Online
2.00 Credits
The major topics covered in this course include:Understanding the ELI5 Approach60 Variations of the ELI5 MethodApplication of the ELI5 Approach in AccountingELI5 Case StudiesStrategies for Implementing the ELI5 ApproachUsing ChatGPT to Enhance ELI5 CommunicationRole of Accountants in Leveraging the ELI5 Approach
What's Changing in A&A for Governmental Entities (2024)
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Online
4.00 Credits
The major topics that will be covered in this course include:A look at the GASB standards that are effective this yearGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences The impact of the 2024 Compliance Supplement on Single AuditsChanges to the Uniform Guidance.Common deficiencies found in Single Audits.
Get started with Power BI
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Online
2.00 Credits
The major topics that will be covered in this class include:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Combating Internal Fraud
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Online
2.00 Credits
Major topics covered in this course include:Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud
Cognitive Biases for Accountants
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Online
2.00 Credits
The major topics that will be covered in this class include:What are cognitive biases?Common judgment biases in the accounting professionProfessional judgment frameworksHow to use psychology to your advantageSimple and pragmatic steps to overcome bias
Ethics: 10 Crucial Qualities of High Character CPAs
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Online
2.00 Credits
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Surgent's Ethical Considerations for CPAs
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Online
2.00 Credits
Auditor independence and its importance to the public accounting profession Common threats to auditor independence AICPA’s framework for assessing conflicts of interest Unique threats related to non-attest services to attest clients Common safeguards to help assure compliance with relevant rules and regulations
Surgent's Guide and Update to Compilations, Reviews, and Preparations
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Online
4.00 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions Sample comprehensive engagement work programs for preparation, compilation, and review engagements
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
Financial Decisions that Led Two Businessmen to Prison
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Online
2.00 Credits
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Surgent's S Corporation Taxation: Advanced Issues
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Online
4.00 Credits
Detailed rules governing basis in the shareholder’s debt and stock AAA Built-in gains incurred from the sale of assets Redemptions and liquidations Compensation planning for shareholders, including planning strategies under the SECURE Act Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable
Analyzing Financial Statements
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Online
2.00 Credits
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
2024 Governmental GAAP Update
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Online
2.00 Credits
The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Consideration of Fraud in a Financial Statement Audit
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Online
2.00 Credits
The major topics that will be covered in this course include:The auditor's responsibilities for fraud when performing an audit as contained in AU-C 240, Consideration of Fraud in a Financial Statement AuditReviewing the components of the fraud triangleA Fraud Prevention Checklist to be used by auditors and shared with their clientsA review of how selected fraud were uncovered in small and medium size entities, including for-profit organizations, not-for-profit organizations, and governmental entitiesOther important matters covered in AU-C 240