CPE Catalog & Events

The Ethics Hour: Ethics in the Real World

The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1

Forensic Accounting Accounting Auditing Finance

The Civil Advantage: Ethics and Civility in Disquieting Times

civility ethics 

Ethics: What a CPA in Public Practice Needs to Know

Ethics for Members in Public Practice: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Eleven Rules for Members in Public PracticeThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Discussions: Members in Public Practice

Integrity, Objectivity and Judgment: Values in Action

The major topics covered in this class include:AICPA Code of Conduct:A Integrity and ObjectivityCase Study:A Mortgage crisis of 2007-2010Case Study:A World Com

The Controllership Series - Sales, Collections and Customer Credit

Accounting Sales Collections

Don Farmer's 2024 Individual Income Tax Workshop

The Materials Include A Review of Individual Income Taxation Including: ? The Child Tax Credit, Dependent Care Credit, Premium Tax Credit and Earned Income Credit; Tax Free Forgiveness Of Student Loans; Charitable Contribution Deductions; The Kiddie Tax; Taxation of Damage Awards; Tax Benefits For Education Including The American Opportunity Tax Credit; Capital Gains And Losses; 1031 Exchanges; Qualified Opportunity Funds; Gain Exclusion Upon Sale Of Principal Residence; Qualified Plans and Individual Retirement Accounts (including changes made by SECURE Act 2.0); Interest Deductions, Including The Home Mortgage Interest Deduction; Medical Expenses; Deduction For State And Local Taxes; Home Office Deductions; Hobby Losses; and The Passive Activity Limitations. • Significant 2023 Developments Including: Any New 2023 Legislation; New 2023 Electric Vehicle Credits and Credits for Energy Efficient Improvements to Residences and Rental property; Regulations, Court Cases, Rulings And Other Non-Legislative Developments Such As the New Regulations Modifying The Required Minimum Distribution (RMD) Rules For 2023, and Much More. • Planning Ideas, Including Planning With New Tax Legislation.

Current & Emerging Technologies Conference

Advanced Negotiations: Beyond Getting to Yes

The major topics that will be covered in this class include:What happens when you are in a negotiationPreparing to negotiateGet your counterpart to solve the problemNegotiation JujitsuReading your counterpart

Revenue Recognition, Financial Instruments, and Leases

FASB accounting standards updates in financial instruments and leases Current Expected Credit Loss (CECL) module Lease obligation

2024 Partnerships/LLCs: Understanding Tax Basis Capital Accounts

Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a “tax basis capital account” -- how do the financial accounting and tax capital accounts differ from one another How to determine a partner’s share of the partnership’s liabilities Distinguishing “recourse” loans from “nonrecourse” loans What are “qualified nonrecourse financing” loans and how they affect partners Review of the Sec. 704 “built-in gain or loss” rules and how they impact Schedule K-1 reporting

Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update

Key requirements of SAS 136 Changes affecting 401(k) plans  Audit strategy and improving overall efficiency Common mistakes as noted in peer reviews and DOL inspections

Surgent's Essential Depreciation and Expensing Update

Resolved technical glitches for qualified improvement property Detailed coverage of §179 expense elections and §168(k) bonus or additional first-year depreciation – how to maximize them, definitions, limitations, qualified property, etc. Sale of property and the depreciation recapture rules (§1245, §1250, unrecaptured §1250 gain for real estate, §291 for corporations) MACRS depreciation – finding the proper method, convention, and recovery period Listed property and the current limitations Amortization of start-up, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities

Surgent's Introduction to Forensic Accounting

Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting

Capitalized Costs & Depreciation - Tax Staff Essentials

Tax basis of property acquisitions Initial basis of property acquired in an exchange transaction Materials, supplies, repairs, and improvements Accounting method changes Depreciation: MACRS, Section 179, and bonus Intangible assets and amortization Organization and start-up costs

2024 Annual Update for Governmental Accountants & Auditors

The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Yellow Book and Single Audit engagements.Yellow Book independence requirements.Changes to the Uniform Guidance.2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.

The Best Federal Tax Update Course by Surgent

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

CFO Career Upgrade with LinkedIn

The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn doƒ?Ts and donƒ?Tts for CFOs

PCAOB Updates

Revisions to AS 2501 New requirements of AS 1210 The audit with other auditors

2024 Design Flexible Work Options To Attract & Retain Your Workforce

Flexible Work Options Employee Engagement Talent Management Strategy