CPE Catalog & Events
Take Command of your Time
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Online
2.00 Credits
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
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
Microsoft Teams Deployment Best Practices-Updated
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Online
2.00 Credits
The major topics covered in this course include:Baseline review of Teams features and functionsBest practices for setting up your teams and channelsHow to use "private" channels for communication and file exchange portals with clients, customers, suppliers and service providersReview of the Teams administration settingsDeep dive into the Teams / SharePoint integration
Surgent's Understanding How the IRS Rewards Whistleblowers
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Online
2.00 Credits
Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims
Tax Practice Standards
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Online
2.00 Credits
Treasury Circular 230 AICPA Statements on Standards for Tax Services (SSTS) Internal Revenue Code (IRC) Common law
Owning an Electric Vehicle: Costs and Considerations
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Online
2.00 Credits
The major topics that will be covered in this class include:Understand how gas, electric and hybrid vehicles differVehicle typesKnow the costs to purchase, maintain, and charge electric vehiclesAnticipate start-up costs for charging an EV at your business or homeUnderstand charger types and when to use or install each oneOvercoming "range anxiety"
Tax Season Update for Individuals with Steve Dilley
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Online
4.00 Credits
The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting individual taxpayersChanges to Form 1040 and other related forms, worksheets and schedulesIndividual income items, itemized deductions and creditsUpdated tax rate schedule and other inflation adjusted itemsImplications for self-employed taxpayers of various legislationSection 199A changes, including use of carryforward passive activity and 199A lossesCapital gains and lossesPassive activity and hobby loss rules changes
An Ethical Approach to Mental Health Issues at Work
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Online
2.00 Credits
The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally
PowerPoint for Accountants
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Online
2.00 Credits
The major topics covered in this course include:Exploration of tabs within PowerPoint's ribbonInitial creation of a slide deckUsing slide mastersUtilization of external contentSmartArtAlignments and layoutsTips and tricks for efficiencyBest practices for effective presentation deliveryOther creative uses for PowerPoint
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Online
4.00 Credits
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
Introduction to Yellow Book
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Online
2.00 Credits
GAGAS Yellow Book Independence
Tax Procedure
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Online
2.00 Credits
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
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
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
How Machines Are Coming Alive and Ruling the World
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Online
2.00 Credits
The major topics that will be covered in this class include:What is the Internet of Things (IoT)? IoT In ActionIoT Economic ImpactsHow IoT Will Impact AccountantsStructured vs. Unstructured Data: The New Accounting FrontierLeading IoT Challenges and RisksEmerging IoT Business Models for AccountantsHow to Monetize IoTIoT Starter StrategyIoT Case Studies
Financial Accounting for Related Party Transactions
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Online
2.00 Credits
The major topics covered in this class include:FASB codification provisions for transactions with related parties, including business owners and special purpose entities.Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.Review the tax accounting related taxpayer standards.Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards.
Staff Retention Keep the Best People
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Online
3.00 Credits
Remote workforce Employee retention Staff turnover
Risk Assessment Under SAS No. 145: The Key to Audit Quality?
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Online
2.00 Credits
The topics that will be covered in this class include:New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability
Financial Statement Fraud
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Online
2.00 Credits
Financial statement fraud
Ethical Leadership: Power, Influence, Integrity, and Trust
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Online
2.00 Credits
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership