CPE Catalog & Events
Monthly Federal Tax Updates - January 2025
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Online
2.00 Credits
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
Current Nonprofit Fraud Trends
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Online
4.00 Credits
The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
Audit 305: Strengthening Substantive Analytic Procedures
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Online
2.00 Credits
The major topics covered in this course include:How analytic procedures enhance audit qualityElements of strong analytic proceduresSelecting the proper analytic, and altering the strength for the intended purposeDisaggregating data to make more informed expectationsEvaluating the data used in generating expectations, including corroborating inquiryImproving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtainedResolving significant differences resulting from analytic procedures and concluding on audit results
2024 Accounting & Attestation for ESG
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Online
2.00 Credits
ESG Sustainaibility
A Review of the Uniform Guidance Requirements
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Online
2.00 Credits
The major topics that will be covered in this class include:Key auditor requirements in a Single AuditEnhanced required reporting requirement in Single Audit related to internal control and complianceClarifications and examples of how to properly determine major federal programsKey definitions related to Single AuditOther important matters contained in the Uniform Guidance
Individual Tax Update: Recent Developments
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Online
2.00 Credits
The major topics that will be covered in this class include:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Create Visuals in Power BI to Successfully Analyze Data
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Online
4.00 Credits
The major topics that will be covered in this class include:Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.
Mail Fraud and Wire Fraud: Why Business Owners go to Prison
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Online
2.00 Credits
The major topics that will be covered in this class include:What is fraud?How business owners become vulnerable to charges for mail fraud and wire fraudWhat business leaders know about how communications can lead to criminal chargesDiscussion of actual fraud cases involving business leaders that went to prison for wire fraud.Federal sentencing guidelinesSentencing for mail fraud and wire fraud convictions
PowerPoint for Accountants
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Online
2.00 Credits
The major topics covered in this course include:Exploration of tabs within PowerPoint's ribbonInitial creation of a slide deckUsing slide mastersUtilization of external contentSmartArtAlignments and layoutsTips and tricks for efficiencyBest practices for effective presentation deliveryOther creative uses for PowerPoint
Audit 306: Reviewing Workpapers - A Role in Quality Control
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Online
2.00 Credits
The major topics covered in this course include:Documentation as a means of audit qualityResponsibilities of the workpaper reviewerAppropriate review notes at various phases of the engagement, including before and after audit report date and report releaseImportant tips for providing reviews notes that will promote an effective and efficient financial statement audit
Microsoft Teams Deployment Best Practices-Updated
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Online
2.00 Credits
The major topics covered in this course include:Baseline review of Teams features and functionsBest practices for setting up your teams and channelsHow to use "private" channels for communication and file exchange portals with clients, customers, suppliers and service providersReview of the Teams administration settingsDeep dive into the Teams / SharePoint integration
Starting a Fraud Investigation
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Online
2.00 Credits
The major topics covered in this class include:Assembling the fraud investigation teamManaging and supervising staffObtaining and managing evidenceBackground checksPublic records searchesDigital data analysisInterviewing techniques
Excel - Auditing Your Spreadsheets for Maximum Accuracy
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Online
2.00 Credits
The major topics that will be covered in this class include:Proofing techniquesExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets
Section 174: New Rules for Research & Experimentation
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Online
1.00 Credits
The major topics that will be covered in this class include:Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.Financial accounting for R&E costs.Required change of accounting method and Form 3115.Revised treatment of software development costs.Comprehensive case problems explaining implementation of the law changes.
K2's 2024 Saving Time With Electronic Forms
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Online
1.00 Credits
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples
What If Your Client Didn't Take Reasonable Compensation
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Online
1.00 Credits
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
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Online
4.00 Credits
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How COVID-19 has affected compliance and customer service
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
5 step valuation process 2 specific valuation approaches The Gordon Model 10 thoughts on banker selection Rating your bank 10 hints for keeping your toolbox full
Create Measures in Power BI that Define Your Metrics
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Online
4.00 Credits
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Taxation of Property Transactions - Tax Staff Essentials
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Online
4.00 Credits
Sections 1231, 1245, 1250 Depreciation recapture Capital gains and losses Non-recognition transactions