CPE Catalog & Events

Todd and Julie Chrisley Go to Prison

Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing

Leading with Innovation: Insights from the Savannah Bananas Success Story

Tools for Mastering Ethical Decision Making

Recognize the elements of an ethical dilemma Tools to develop moral courage What to think, say, and do when faced with an ethical dilemma How to use the Four Component Framework (James Rest) to address ethical issues

2024 Working Through Grief and Loss - How to Build a Supportive Workplace

Employee Relations Culture Leadership Employee Retention

The Untold LinkedIn Hyper-Growth Story

Talent Business Growth People Strategy Culture Communication Trust Strategy

Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges

Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.  

Tax Power Ethics for Tax Professionals

AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies  

Surgent's Choosing the Right Business Entity

Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.

Surgent's Time Management for Professionals

Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan

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

How to Get a Better Return on Financial Statement Audits - Avoiding the Most Misapplied Risk-Based Audit Concepts

Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type (for-profit, nonprofit, governmental) Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details The most common efficiency opportunities for tailoring your audit approach based on risk How to use the workpaper review process as a tool for producing a more effective and efficient engagement Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose How to use the client to your advantage in planning and performing the audit Learn how to get the engagement out the door – on time and on budget! 

Audit & Attest Quality Matters that Should be on Your Radar - Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements

Applying professional skepticism to ensure quality work Meaningful risk assessment when designing work programs for various levels of services Proper planning and supervision of all engagements Accountant responsibilities for evaluating internal control Strengthening analytic procedures to support conclusions Complying with the Code of Professional Conduct and quality management standards 

2024 Estate Planning for Today and Beyond

Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships

ACPEN Signature 2024: Accounting & Auditing Update

FASB Statements and Interpretations Statements on Auditing Standards Ethics Interpretations (1 hour CPE) Statements on Standards for Accounting and Review Services

Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers

Reviews of portions of error-prone “staff-prepared” Forms 1120-S and 1065 from client-provided information Be aware of legislative changes How to reduce input errors. When and how to rely on third-party data import software What are common errors preparers make and what are the areas generating malpractice claims? Initial administrative groundwork The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review Overview of new Schedules K-2 and K-3 Don’t fall prey to reporting oddities When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065? Form 1120-S – What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding “open debt”; the default method of calculating basis versus the election under §1367; can an S corporation distribute earnings and profits from C corporation years? Form 1065 – New tax reporting requirement for partners’ capital balances Why use §704(b) to maintain capital accounts; §704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of §754 step-up in basis rules Discussion of more complex transactions included in corporate structures Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return

Excel - Building Powerful Lookup & Reference Formulas

The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions

The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods

Accounting Finance Procurement Operations

Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain

Health and Wellness Burnout Stress Management Employee Engagement

5 Steps to Cultivate a Values-Based Approach to Governance

Employee engagement Values-based governance Organizational culture Employee relations

ProActive Response: Active Shooter Training - Recognize. Respond. Survive.

Early Warning Signs  Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals