CPE Catalog & Events
Resolving Ethical Conflicts
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Online
2.00 Credits
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
2024 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
FRF for SMEs Quality Management Private Company Council
Introduction to the Property & Casualty Insurance Industry
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Online
1.00 Credits
The major topics covered in this class include:The unique regulatory world of insuranceDifferences from other industriesDifferences within the industryTypes of accountingInvolvement of specialistsTax considerations
Staff Retention Keep the Best People
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Online
3.00 Credits
Remote workforce Employee retention Staff turnover
The SECURE Act 2.0 - Planning Opportunities for Employers
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Online
1.00 Credits
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
2024 Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
2024 AICPA Regulatory Ethics Update
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Online
2.00 Credits
NOCLAR 529 Plans Recently Issued Interpretations
2024 White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
2024 What's Changing in Risk Assessment
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Online
2.00 Credits
Risk Assessment Internal Controls SAS 145
2024 Yellow Book Ethics
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Online
2.00 Credits
GAGAS Yellow Book Independence
2024 A Guide to Sampling - Part 2
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Online
2.00 Credits
Sampling ICFR Single Audit Sampling
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.20 Credits
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Key Considerations For Setting Up A Crypto Payment System
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Online
1.00 Credits
The major topics covered in this class include:Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mindSpecific steps, the opportunities, and the challenges connected with implementing a crypto payment systemDocumenting accounting implicationsExternal resources will be provided in order additional context and information
Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation
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Online
2.00 Credits
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
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Online
3.00 Credits
Understand how to approach and analyze the U.S. taxation of foreign corporations Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C corporation Determine how much foreign tax credit can be claimed against such income inclusions Determine how subsequent dividend distributions from the foreign corporation are taxed Calculate capital gain on the disposition of the foreign corporation Discuss the impact of Section 962 election Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations Identify basic strategies for managing tax liabilities related to foreign corporations
Intermediate Individual Taxation - Tax Staff Essentials
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Online
8.00 Credits
Gains and losses on property transactions Fringe benefits Retirement plan distributions Hobby losses Home offices Depreciation and amortization Tax credits The qualified business income deduction under Section 199A
Leases: Mastering the New FASB Requirements
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Online
8.00 Credits
Lease classification Amortization of the lease asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions Presentation and disclosure requirements
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Online
8.00 Credits
Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers Retirements and redemptions: considerations for partnerships and S corporations Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis Overview of the economics and tax consequences of crowdfunding campaigns Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships New Form 1099-K reporting requirements Bonus depreciation Section 163(j) Section 174 Research & Experimental Expenditures New FinCEN reporting requirements in 2024 Employee vs independent contractor considerations that companies should be aware of A review of like-kind exchange transactions under §1031 State and local taxes: pass-through entity workarounds Special basis adjustments, including comprehensive examples
You Don't Know What You Don't Know About Microsoft Excel
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Online
8.00 Credits
The major topics covered in this course include:Excel shortcuts and time saversWorking with templates, formats, styles, and themesCustomizing and enhancing ExcelProtecting and securing workbooksFormula building and the Excel function libraryNote: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Ethics: How to Give and Receive Criticism the Right Way
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Online
2.00 Credits
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way