CPE Catalog & Events
Audit 104: Audit Documentation - Workpapers To Pass Review
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Online
2.00 Credits
The major topics covered in this course include:Proper documentation as a means of audit qualityFactors impacting the nature and extent of documentationSample workpaper index and other organization tipsUse of audit programs as means of audit documentationChecklist for self-review of workpapers and clearing review notesMultiple exercises on identifying workpaper deficiencies
LinkedIn Profile Secrets for CPAs
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Online
2.00 Credits
The major topics covered in this class include:Effective branding and LinkedIn profile positioning for CPAsBest practices and tips for each profile featureOptimizing language and words to attract clients: Your headline, essay, descriptions, and keywordsSizzle elements: Your headshot, background banner, videos, and mediaEssential LinkedIn settings and privacy for CPAs
Surgent's Navigating Your Client Through the IRS Appeals Process
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Online
4.00 Credits
Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less Writing and filing a Formal Protest, including required information Alternative Dispute Resolution options available to clients Negotiation and time limitations Preparing and submitting a Tax Court petition to preserve a client’s rights
Surgent's Select Estate and Life Planning Issues for the Middle-Income Client
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Online
4.00 Credits
Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning
Excel for Accounting Professionals Session 6: List Comparisons and Indenting
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Online
2.00 Credits
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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Online
2.00 Credits
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
Why Cybersecurity Matters to CPAs
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Online
2.00 Credits
The major topics that will be covered in this class include:Recent cybersecurity attacks, their implications, and how weak cybersecurity controls enabled their successSpecific cybersecurity controls that help prevent fraud and support data integrity of financial reportsHow an effective cybersecurity program is needed to reduce losses, prevent fraud, avoid reputational damage, and protect critical data assets
2024 Not-for-Profit Accounting Update
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Online
4.00 Credits
NAC CECL Leases
Ethics: What a CPA in Public Practice Needs to Know
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Online
2.00 Credits
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
New Quality Management Standards: Resources - Expectations for Firms and Engagement Partners
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Online
1.00 Credits
Quality management Peer review Audits Risk assessment
2024 Performance Auditing Made Easy
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Online
1.50 Credits
Performance audit standards Performance audit types Performance audit objectives
Money Laundering Awareness for Accountants
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Online
2.00 Credits
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
Excel - Two Must Know Features: Defined Names & Tables
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Online
2.00 Credits
The major topics that will be covered in this class include:Using Defined Names in formula creationLearning how Defined Names can lead to more accurate spreadsheetsStructured calculations in Excel Tables
Resolving Ethical Conflicts
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Online
2.00 Credits
Standards and techniques for resolving ethical conflict How to have a conversation about a tough issue without having it destroy the relationship What to do when talking fails
2024 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
FRF for SMEs Quality Management Private Company Council
Introduction to the Property & Casualty Insurance Industry
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Online
1.00 Credits
The major topics covered in this class include:The unique regulatory world of insuranceDifferences from other industriesDifferences within the industryTypes of accountingInvolvement of specialistsTax considerations
Staff Retention Keep the Best People
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Online
3.00 Credits
Remote workforce Employee retention Staff turnover
The SECURE Act 2.0 - Planning Opportunities for Employers
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Online
1.00 Credits
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
2024 Was It Fraud or Just Poor Audit Quality?
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Online
1.60 Credits
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
2024 AICPA Regulatory Ethics Update
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Online
2.00 Credits
NOCLAR 529 Plans Recently Issued Interpretations