CPE Catalog & Events
The Controllership Series - The Future Role of the Controller Part 2
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Online
1.50 Credits
Accounting and Finance
Emotional Intelligence: The Critical Factor in Success
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Online
2.00 Credits
The major topics that will be covered in this class include:What is 'Emotional Intelligence'Understand emotions, your emotions and othersUtilize appropriate social skillsUnderstand the value of a timely pauseWhy should you forgive and forget?Properly managing emotionsKnow how to handle pressure and setbacks
Implementing System Changes: Success Planning & Leadership
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Online
2.00 Credits
The major topics that will be covered in this class include:Setting the stage for a successful implementationAssigning the right resourcesCreating and utilizing a project planCommunicating effectivelyProviding post implementation supportRecognizing the winsCapturing lessons learned
The Controller Function - Strategic and Annual Planning
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Online
1.20 Credits
Accounting Finance Auditing
The Controllers Role in Data Analytics and Big Data
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Online
1.50 Credits
Accounting Finance Financial Statements
Excel - Advanced Financial and Statistical Calculations
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Online
2.00 Credits
The major topics that will be covered in this class include:Financial functions best practices for creating amortization schedules and calculating annual interest paymentsCalculating & summarizing data with SUMIF and SUBTOTAL functions Statistical functions used to analyze data
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Business Management Organization
How to Create an ROI-Based Marketing Plan for Your Firm
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Online
1.00 Credits
The major topics covered in this course include:Clarifying and communicating the unique value you provide to your chosen market.Choosing the market(s) you will be successful serving.Developing a successful go-to market and subsequent demand and lead gen strategy.Creating an easy to maintain customer nurture, demand and lead generation system.Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Accounting Finance
Preparing to be a Forensic Accountant - Focus on Network Forensics
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Online
1.50 Credits
Forensic Accounting Accounting Auditing Finance
2024 Professional Skepticism for the Public Accountant
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Online
1.00 Credits
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
2024 How to Choose the Right Business Entity for Your Client
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Online
2.00 Credits
Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations Impact of the Section 199A deduction Ramifications of the C to S election and the S to C election Corporate tax rate to individual tax rate comparison examples
K2's 2023 Using OneNote More And Email Less
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Online
2.00 Credits
Using OneNote as a powerful reference resource Learn how to move your emails into OneNote Share OneNote with a group of people and communicate within a notebook rather than email
Ethics and Technology for CPAs
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Online
2.00 Credits
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
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
Surgent's Annual Accounting and Auditing Update
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Online
8.00 Credits
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
Surgent's Individual and Financial-Planning Tax Camp
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Online
8.00 Credits
Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged acccounts Recent case law, as applicable Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Online
8.00 Credits
Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers Retirements and redemptions: considerations for partnerships and S corporations Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis Overview of the economics and tax consequences of crowdfunding campaigns Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships New Form 1099-K reporting requirements Bonus depreciation Section 163(j) Section 174 Research & Experimental Expenditures New FinCEN reporting requirements in 2024 Employee vs independent contractor considerations that companies should be aware of A review of like-kind exchange transactions under §1031 State and local taxes: pass-through entity workarounds Special basis adjustments, including comprehensive examples
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
ProActive Response Group De-Escalation Training
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Online
1.20 Credits
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment