CPE Catalog & Events
Bumper Sticker Ethics v. Professional Ethics
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Online
1.00 Credits
The major topics that will be covered in this course include:Introduction: "Bumper Sticker Ethics" Thinking About Ethics: Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics Resource
Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion
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Online
1.00 Credits
Workplace Culture Team Culture Employee Engagement Employee Experience Communication Leadership
Ethics: Plain Talk About IRS Ethics and Conduct
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Online
2.00 Credits
The major topics that will be covered in this class include:Introduction: What is the IRS "Plain Talk" Document?Office of Government Ethics (OGE) StandardsKey Principles of Ethical ConductGifts from Outside SourcesGifts from Within the AgencyWhen Gifts Cannot be Accepted from Outside SourcesConflicts of InterestOutside Activities and EmploymentMisuse Of PositionUsing and Accounting for Office TimeUsing Government PropertyMatters Concerning Personal ActivitiesRules Concerning Employee Conduct and Official ActivitiesWho Can Help Within IRS
2024 PCAOB and SEC Update
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Online
2.00 Credits
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Independence and Conflicts of Interest
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Online
1.00 Credits
The major topics covered in this class include:AICPA Code of Conduct: Independence, Conflicts of Interest, Case Study: OlympusCase Study: Buca di Beppo
Imagining a World Without Non-Competes
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Online
1.00 Credits
Federal non-compete law State non-compete law
2024 Productivity Hacks for Working Remote
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Online
1.20 Credits
Virtual Work Remote Work Telecommuting Flexible Work Options
Creating a High Performance Culture - Post Pandemic
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Online
1.00 Credits
The major topics covered in this class include:Why Culture MattersWorkforce ChallengesCreating a High Performance CulturePractical Tools
Why Auditors Fail To Detect Fraud
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Online
2.00 Credits
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
Let's End Business Ethics
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Online
2.00 Credits
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
K2's 2023 Introduction To Excel Macros
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Online
4.00 Credits
Getting started with Excel macros by using the Macro Recorder Fundamentals of writing VBA code Saving and sharing macros Getting started with User-Defined Functions
The Art of Marketing for CPAs
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Online
4.00 Credits
Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Shorten Month-End: Closing Best Practices
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Online
4.00 Credits
Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systemsƒ?T headaches that slow you downWork through examples of close cycle ƒ?otime killersƒ?? and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
Advanced Tax Planning S Corporations - Tax Staff Essentials
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Online
8.00 Credits
S corporation current developments: tax planning impact Compensation planning Basis in S corporation stock Distributions Use of qualified subchapter S subsidiaries Liquidations, reorganizations, and redemptions Estate planning and use of trusts
Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms
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Online
8.00 Credits
Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Effects of the CARES and Tax Relief Acts on trusts: §461(l) Excess Business Loss Limitation, NOL, §163(j) modifications, new employer credits Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
Walter Haig's Personal Financial Health Checkup
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Online
8.00 Credits
The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results
LinkedIn Profile Secrets for CPAs
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Online
2.00 Credits
The major topics covered in this class include:Effective branding and LinkedIn profile positioning for CPAsBest practices and tips for each profile featureOptimizing language and words to attract clients: Your headline, essay, descriptions, and keywordsSizzle elements: Your headshot, background banner, videos, and mediaEssential LinkedIn settings and privacy for CPAs
The Future of Work - Winning Talent Strategies - Micro-Credential Series Part 3
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Online
1.20 Credits
Recruiting Engagement Leadership Compensation Culture Communication Career Paths Talent Development
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Online
2.00 Credits
Weƒ?Tll explore what gratitude is and how expressions of it can vary from culture to culture. Weƒ?Tll also unpack several ways you can regularly say ƒ?othank youƒ?? to valued clients and colleagues, and weƒ?Tll examine methods for evaluating gratitude in prospective and current employees.
Surgent's Basic Estate Administration for CPAs and FAs
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Online
2.00 Credits
Legal principles and definitions Trust accounting issues Working closely with legal counsel proactively in the best interest of the client Property law concepts Complex community property issues Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495 Executor checklist The basics of filing a Form 1041 for an estate or non-grantor trust Filing a final Form 709 The basics of filing Form 706 Understanding 706 elections Understanding Estate Valuations, including GST and portability Special considerations for IRAs and ERISA plans When to make Section 454 elections When to make Section 754 elections Understanding the fine points of basis S corp issues Partnership and LLC considerations Passive loss carryforwards and estates Fiscal year elections 65-day election for trusts and estates Tax aspects of pecuniary and specific bequests