CPE Catalog & Events
CFO Solutions to IRS Problems
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Online
4.00 Credits
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Online
4.40 Credits
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Advanced Googling for Accountants
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Online
2.00 Credits
Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What Youƒ?Tre Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
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
SAS 145 - Risk Assessment
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Online
1.00 Credits
SAS 145 Risk Assessment Internal Controls
Ethical Considerations in DEI 2024: Recruitment & Retention of Diverse Talent
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Online
2.00 Credits
Overview of DEI: The importance, what each is, and ethical obligations - what it means and why it is important (including company buy-in) Recruitment techniques: Organizational assessment surveys and recruitment channels Retention techniques: Employee benefits, mentors, promotions, diversity of thought, training, employee resources groups, stay interviews, performance evaluations
Ethics and Technology for CPAs
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Online
2.00 Credits
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Excel - Create KPI Dashboards for Maximum Impact
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Online
2.00 Credits
The major topics that will be covered in this class include:Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
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Online
2.00 Credits
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.50 Credits
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Tax Season Update for Individuals with Steve Dilley
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Online
4.00 Credits
The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting individual taxpayersChanges to Form 1040 and other related forms, worksheets and schedulesIndividual income items, itemized deductions and creditsUpdated tax rate schedule and other inflation adjusted itemsImplications for self-employed taxpayers of various legislationSection 199A changes, including use of carryforward passive activity and 199A lossesCapital gains and lossesPassive activity and hobby loss rules changes
Accountants and Malpractice: Can We Get Sued for This?
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Online
2.00 Credits
The major topics that will be covered in this class include:How accountant liability is a very real threat in todayƒ?Ts litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speakerƒ?Ts extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Audit 308: Audit Reporting and General Audit Procedures
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Online
2.00 Credits
The major topics covered in this course include:Common reasons for modifying audit opinionsEmphasis-of-matter or other-matter explanatory paragraphsGeneral audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosureDrafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and moreImproving the footnote drafting process
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Online
4.00 Credits
Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts – the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets
Money Laundering Awareness for Accountants
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Online
2.00 Credits
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
Surgent's Social Security: Dispelling Common Myths with Essential Truths
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Online
2.00 Credits
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Surgent's Update on the SECURE 2.0 Act
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Online
2.00 Credits
Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
ACPEN Signature 2024: Small Business: Hot Tax Issues Today!
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Online
8.00 Credits
Record retention, record production to the IRS and related matters Dealing with IRS correspondence and penalty notices The IRS attack on limited partners and LLC members for additional self- employment tax intensifies Subchapter S employment tax issues and reasonable compensation Choice of Entity and Using Hybrid Entities with differing federal and state classifications Subchapter S inadvertent termination traps and the cost of remedies Business Exit Strategies and using various types of entities in tandem Should your accounting firm assist in filing Beneficial Ownership Information Reports with FinCen?
Microsoft 365 Deployment Best Practices
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Online
2.00 Credits
The major topics that will be covered in this class include:Overview of the "core" Microsoft 365 apps and how they integrate with each otherReview of the key deployment decisions to be madeIdentifying the important settings to establish in the key appsEstablishing organizational policies for using Microsoft 365Developing a plan to educate your team members on how to integrate the apps into their business processesUnderstanding the role of the Admin app and system administrationPlanning for Microsoft Copilot for 365 AI capabilities
K2's 2024 Better Reporting With QuickBooks Online
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Online
1.00 Credits
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced