CPE Catalog & Events
The CFO Who Went to Prison
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Online
2.00 Credits
The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies
Surgent's Ethics for the Industry Accountant
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Online
4.00 Credits
What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points
Surgent's Preparation and Compilation Engagements Under the SSARS
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Online
4.00 Credits
Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback
K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection
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Online
8.00 Credits
Common challenges associated with implementing appropriate internal controls in small business environments Fraud in small business environments Internal control options in small business accounting software Understanding the need for application controls and general controls
Electronic Audit Evidence in Employee Benefit Plans
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Online
2.00 Credits
The major topics covered in this course include:Audit evidenceEmployee benefit plans
Payroll Essentials: Getting to Know Payroll Taxes
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Online
2.00 Credits
The major topics covered in this class include:The various types of payroll taxes related to compensationPayroll calculations related to the various of payroll taxesIntroduction to common payroll formsResources, recommendations, and guidance on compensation and payroll related topics
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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Online
4.00 Credits
Timely coverage of breaking tax legislation A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
Surgent's Mastering the Basics of Inventory Accounting
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Online
4.00 Credits
Elements of inventory cost and full-absorption costing Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification Obsolescence reserves LIFO accounting Differences between book and tax cost capitalization and related income tax accounting Retail inventory valuation methodology Physical inventory observation approaches Accounting issues related to consigned inventory Other challenging issues related to inventory accounting
2024 Risk Assessment - A Common Deficiency
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Online
1.00 Credits
Risk Assessment Common Deficiencies
K2's 2024 Effective Automation And Outsourcing
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Online
1.00 Credits
Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
2024 Best-In-Class Recruiting Strategies
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Online
1.00 Credits
Recruiting & Retention Talent Management Employee Engagement
2024 The Preparation of Form 706 and 709 - Understanding the Law
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Online
2.00 Credits
Estate and Gift Taxation Fundamentals Valuation of Estate Assets Components of the Gross Estate Deductions in Estate Taxation Charitable and Marital Deductions Tax Credits and Their Application
Vexing Issues Facing Not-for-Profit Accountants
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Online
2.00 Credits
The major topics that will be covered in this class include:Determining whether a transaction is a revenue versus a gain or an expense versus a loss and why that is important for proper financial reportingClarifications related to agency transactions, including when variance power is presentNew definitions and requirements related to contributed services and gifts in kindComparing the proper reporting for comparative versus summarized financial reportingClarifications regarding the options available for reporting special eventsA greater understanding of the unique features of the statement of cash flows for NFPsClarifications related to joint costs and their allocation
Accounting for Leases
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Online
2.60 Credits
Accounting Finance Financial Statement Preparation
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?
Creating an Ethical Work Environment
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Online
2.00 Credits
Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making
K2's 2024 Harnessing ChatGPT - Unlocking Professional Efficiency
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Online
1.00 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks
2024 Resolving Ethical Dilemmas-You Make the Call
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Online
1.50 Credits
Ethical frameworks Threats and safeguards to objectivity and independence
The Controller Function - Inventory Part 1
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Online
1.80 Credits
Accounting Finance Operations