CPE Catalog & Events
The Lifecycle of a Criminal Tax Investigation
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Online
2.00 Credits
The major topics that will be covered in this class include:Who investigates tax crimes?How are the tax crimes found?What happens if tax crimes are discovered?What steps are taken from the beginning of the investigation to imprisonment?
A Review of the Uniform Guidance Requirements
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Online
2.00 Credits
The major topics that will be covered in this class include:Key auditor requirements in a Single AuditEnhanced required reporting requirement in Single Audit related to internal control and complianceClarifications and examples of how to properly determine major federal programsKey definitions related to Single AuditOther important matters contained in the Uniform Guidance
Illicit to Essential: Marijuana & Hemp/CBD Evolving Issues
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Online
2.00 Credits
The major topics covered in this course include:Fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and CaliforniaDiscussion of what to expect in emerging markets where there is currently only medical access to cannabis or recent state legal regulatory access to recreational cannabisThe state of Colorado will be used as an example of cannabis economics and regulatory oversight
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Online
4.00 Credits
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Online
1.00 Credits
Communication Teamwork Collaboration
The Controllers Role in Data Analytics and Big Data
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Online
1.50 Credits
Accounting Finance Financial Statements
Balancing Employee and Employer Rights
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Online
1.40 Credits
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Introduction to Forensic Accounting
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Online
1.80 Credits
Forensic Accounting Accounting Auditing Finance
2024 Independence Requirements for Auditors
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Online
2.00 Credits
Independence Threats Safeguards
Audit 306: Reviewing Workpapers - A Role in Quality Control
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Online
2.00 Credits
The major topics covered in this course include:Documentation as a means of audit qualityResponsibilities of the workpaper reviewerAppropriate review notes at various phases of the engagement, including before and after audit report date and report releaseImportant tips for providing reviews notes that will promote an effective and efficient financial statement audit
The Dark Web & Cybersecurity for Tax and Accounting Pros
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Online
2.00 Credits
The major topics covered in this course include:Understanding the Dark WebDifferences between the Deep Web and the Dark WebPotential threats from the Dark WebCase studies of Dark Web exploitation in accountingStrategies for mitigating Dark Web threatsImplementing effective cybersecurity measuresRole of accountants in addressing Dark Web threats
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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Online
1.00 Credits
Emotional Intelligence Communication Teamwork
The Bookkeeper Goes to Prison
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Online
2.00 Credits
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Understanding the New Forms K-2 and K-3
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Online
2.00 Credits
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Enact Retaliation Abatement and Monitoring Measures
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Online
1.00 Credits
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
Accounting Finance Financial Statements
2024 Internal Control Best Practices
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Online
2.00 Credits
Internal Controls Frameworks
2024 How to Audit Expenses & Payables
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Online
2.00 Credits
Introduction to Auditing Expenses Assertions Risk Assessment
Ethics - Regulatory and Standards Update
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Online
2.00 Credits
The major topics that will be covered in this class include:Recent ethics standards changes that impact your practice.Key regulatory changes and initiatives affecting CPAs and the future of the profession.Emerging issues and standard-setting activity that could affect your practice.Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.How failure to follow the standards can result in unwanted regulatory actions and publicity.
IRS Highly Effective Penalty Relief Strategies
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Online
1.00 Credits
The major topics covered in this course include:The basis for penalty reliefDiffering options for penalty reliefEmploying an effective strategy using different forms of penalty reliefAppealing any proposed rejectionsA clever penalty relief strategy for full pay case