CPE Catalog & Events
2024 Crypto, Blockchain and Taxes
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Online
2.00 Credits
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
Partnerships: How to Calculate Partner Basis
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Online
2.00 Credits
The major topics covered in this class include:How to calculate the basis when the entity is formed, including the impact of contributed propertyExplains the use of both "inside" and "outside" basis determinationClarifies the importance of partnership capital accounts and partnerships debt on partner's tax basisComprehensive example to illustrate the mechanics of the basis determination processExplanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest
Top 10 Payroll Questions You Didn't Even Know You Had
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Online
1.00 Credits
The major topics in this class include:Questions and answers for 10 of the most commonly asked questions employers and business owners have about payrollPayroll taxes and payroll return requirements for employersPayroll-related requirements affecting employers, including overtime and bonus withholding.Federal and state requirements related to common payroll issues, including pay stub and pay frequency.Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies.
The Controllership Series - The Controllers Role in Procurement Function
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Online
1.20 Credits
Accounting Finance Procurement
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
International Tax Treaties
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Online
2.00 Credits
Tax treaties Tax impact of cross-border transactions
Budgeting: Presenting and Communicating your Numbers
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Online
2.00 Credits
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
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
Profitability Pricing: Boost your Bottom Line
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Online
2.00 Credits
Competitive bids Achieving target profitability
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.20 Credits
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
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
Construction Contractors: Auditing Considerations
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Online
4.00 Credits
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key internal controls Substantive procedures for long-term contractors
Office 365 Teams App - Optimizing Your Setup & Configuration
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Online
4.00 Credits
The major topics that will be covered in this course include:Defining your teams and channel structure - best practicesStep-by-step guide on how to create and manage teams and channelsHow to organize your Teams navigation panelConfiguring your notification settingsConnecting Teams to external appsUnderstanding how Teams integrates with SharePoint, OneNote and Planner appsTracking your Teams app usage analyticsArchiving and deleting Teams and related content
2024 Multistate Taxation - Issues and Planning Opportunities
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Online
8.00 Credits
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Online
8.00 Credits
Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
Walter Haig's SSARS Prep, Comp and Review Update
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Online
8.00 Credits
The major topics that will be covered in this class include:Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.
About the TIGTA: Who Watches the IRS?
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Online
2.00 Credits
Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system
2024 Performance Management - Hiring to Retiring
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Online
1.20 Credits
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
2024 A Guide to Sampling - Part 2
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Online
2.00 Credits
Sampling ICFR Single Audit Sampling
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls