CPE Catalog & Events
2024 Key Tax Issues Facing Business & Industry
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Online
4.00 Credits
Update and review of recent and key tax developments impacting business and industry Tax depreciation update and review Research & Experimentation review and update Interest expense deduction Business losses Travel and entertainment expense rules Independent contractor vs. employee
Section 174: New Rules for Research & Experimentation
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Online
1.00 Credits
The major topics that will be covered in this class include:Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.Financial accounting for R&E costs.Required change of accounting method and Form 3115.Revised treatment of software development costs.Comprehensive case problems explaining implementation of the law changes.
2024 The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
2024 Real Estate Tax Update
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Online
4.00 Credits
Recent tax legislation, rules and developments impacting real estate owners and investors Section 179 for qualified real property Section 179 for non-residential roofs, HVAC fire protection and security systems Section 163(j) interest expense limitation, including electing out and ADS depreciation Introduction to opportunity zones
2024 Reference Rate Reform
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Online
1.00 Credits
Reference Rate Reform LIBOR SOFR
2024 Section 174: New Rules for the R&E Deduction
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Online
1.00 Credits
Impact of the Section 174 law change requiring capitalization of research and experimental costs Comparison of the Section 41 R&E credit to the Section 174 R&E deduction Financial accounting for R&E costs Required change of accounting method and Form 3115 Revised treatment of software development costs Comprehensive case problems explaining implementation of the law changes
Business Communication Essentials (Dynamic Communication in the Workplace)
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Online
1.00 Credits
Communication Feedback Management Leadership
2024 New Client Ethical Challenges: The CPAs Guide
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Online
2.00 Credits
How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance
2024 Introduction to Ethics & Professional Skepticism
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Online
2.00 Credits
Code of Professional Conduct Fraud Professional Skepticism
2024 Yellow Book Update
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Online
2.00 Credits
Quality Management Risk Assessment SQMS Independence
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs
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Online
4.00 Credits
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
2024 Excel Essentials for Today's Accountant: Become an Expert in One Day
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Online
4.00 Credits
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Online
4.40 Credits
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Advanced Negotiations: Beyond Getting to Yes
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Online
1.00 Credits
The major topics that will be covered in this class include:What happens when you are in a negotiationPreparing to negotiateGet your counterpart to solve the problemNegotiation JujitsuReading your counterpart
Social Media: The Bare Necessities
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Online
1.00 Credits
Communication Social Media Marketing Publicity Public Relations Business Strategy
Giving Feedback that Delivers Results
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Online
1.20 Credits
Communicaiton Performance Reviews Feedback Management Leadership
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Motivating the Right Way - Get the Most From Your Staff!
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Online
2.00 Credits
The issues and alternatives of motivation.Why many motivation tactics consistently failHow to change your motivation tactics to enhance performanceThe three things that every professional wantsThe new science of effective motivationHow to motivate people todayAn action plan to enhance motivation
Surgent's Mastering the Basics of Inventory Accounting
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Online
4.00 Credits
Elements of inventory cost and full-absorption costing Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification Obsolescence reserves LIFO accounting Differences between book and tax cost capitalization and related income tax accounting Retail inventory valuation methodology Physical inventory observation approaches Accounting issues related to consigned inventory Other challenging issues related to inventory accounting
How SAS Nos. 134-145 Improve Risk-Based Audits
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Online
4.00 Credits
The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145