CPE Catalog & Events
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
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Online
2.00 Credits
The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation.A Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.
Surgent's Successful Communication
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Online
4.00 Credits
The communication process and barriers that get in the way Techniques for overcoming barriers Understanding and self-assessment of each component of the communication process Gaining skills to listen more effectively, especially in stressful situations with heightened emotions Action plan to apply techniques in the workplace for communication success
The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics
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Online
1.00 Credits
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
The Ethics Hour: The Single Best and Most Overlooked Source of Fraud
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Online
1.00 Credits
One key area to look for fraud? It is right in front of you, but some auditors fail to see it Recognize the signals Look for those who exploit or and game the system(s)
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
2024 Governmental GAAP Update
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Online
2.00 Credits
Compensated Absences Error Corrections Accounting Changes
Audit 204: Auditing Basic Inventory - Focus on Observations
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Online
2.00 Credits
The major topics covered in this course include:Typical inventory observation procedures and special considerationsHandling various inventory observation real-life scenariosHigh level overview of valuation and pricing methodsKey controls related to inventory
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Online
2.00 Credits
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Surgent's Public Speaking and Presentation Skills
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Online
2.00 Credits
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
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Online
2.00 Credits
Ethics Leadership
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Online
4.00 Credits
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
2024 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
CECL NAC Independence
ACPEN Signature 2024: Partnership & LLCs Tax Return Preparation
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Online
8.00 Credits
IRS audits Allocations and Basis Proper reporting Valuation of closely held business interests
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?
How Much Are Your Ethics Worth?
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Online
2.00 Credits
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Online
1.00 Credits
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
2024 Year-End Payroll Update
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Online
2.00 Credits
The major topics covered in this class include:Year-end tasks an employer should consider with regards to payrollBonus runs & fringe benefit reportingCompliance reporting & W-2 reconciliationsUpdates to payroll wage rates & limitsCurrent issues affecting payrollBest practices for not only year-end, but year-round compliance
Tax Practice Quarterly: 2025 Busy Season Readiness
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Virtual
2.00 Credits
Latest tax legislative updates and potential upcoming changes Financial planning strategies Practical implications of tax law changes
2024 Single Audit Update
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Online
2.00 Credits
The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits