CPE Catalog & Events
An Ethical Framework - How It Works
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Online
2.00 Credits
Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase Studies
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
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Online
2.00 Credits
How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
Surgent's Strategies for Maximizing Social Security Benefits
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Online
2.00 Credits
When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent
K2's 2023 Implementing Internal Controls In Quickbooks Environments
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Online
4.00 Credits
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments
K2's 2023 QuickBooks for Accountants
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Online
8.00 Credits
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
Individual Tax Update: Recent Developments
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Online
2.00 Credits
The major topics that will be covered in this class include:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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Online
1.00 Credits
Emotional Intelligence Communication Teamwork
K2'S 2022 Options To Automate Your Tax Preparation Workflow
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Online
2.00 Credits
Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice
Audit 503: Management - Being a Balanced Leader-Manager
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Online
2.00 Credits
The major topics covered in this course include:Differentiating between managing and leading, while highlighting the importance of eachAssessing your own natural management and leadership styleAdapting management and leadership styles to the specific circumstancesBecoming a catalyst for positive changeOvercoming barriers to successfully managing and leadingSuccessfully engaging in difficult conversations to minimize performance issues and conflict
What's Going on at the FASB (2024)
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Online
4.00 Credits
The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.
Servant Leadership 101
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Online
1.00 Credits
The major topics that will be covered in this course include:Assessing your organization’s culture The benefits of great cultures The basics of what servant leadership is, and is not How to coach using a servant leadership style
Activity-Based Costing: Is it Right for Your Organization?
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Online
2.00 Credits
The major topics covered in this course include:ABC versus traditional costingFirst-stage allocationDetermining predetermined overhead ratesSecond-stage allocationActivity-based reportingActivity-based management
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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Online
1.00 Credits
Communication Leadership Character Behavior
Coaching & Counseling - Performance Management
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Online
1.00 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Surgent's Marijuana: A Generalized Business Viewpoint
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Online
2.00 Credits
An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections
What's New in Excel
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Online
2.00 Credits
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
K2's 2023 Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
Understanding today’s cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk
K2's 2023 Next Generation Excel Reporting
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Online
8.00 Credits
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
Best Non-Google Search Tools for Accountants
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Online
2.00 Credits
The major topics that will be covered in this class include:Why Advanced Search Skills Are So Critical for AccountantsWhy You Need More than Google to Search the InternetGARP: Generally Accepted Research PrinciplesAlternatives to GoogleAdvisory SearchSocial SearchSpecialty searchSearch Engine resourcesWhat's Ahead in Search
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Online
1.00 Credits
Emotional Intelligence Management Skills Teamwork Customer Relations