CPE Catalog & Events
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Online
2.00 Credits
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
2024 A Guide to Sampling - Part 1
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Online
2.00 Credits
Sampling Monetary Unit Sampling
2024 Best Practices: Conducting Meaningful Walkthroughs
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Online
2.00 Credits
Internal Controls Walkthroughs Documentation
2024 Tax Practice Ethical Challenges and Circular 230
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Online
2.00 Credits
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
Audit 306: Reviewing Workpapers - A Role in Quality Control
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Online
2.00 Credits
The major topics covered in this course include:Documentation as a means of audit qualityResponsibilities of the workpaper reviewerAppropriate review notes at various phases of the engagement, including before and after audit report date and report releaseImportant tips for providing reviews notes that will promote an effective and efficient financial statement audit
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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Online
3.00 Credits
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
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Online
3.00 Credits
Understand how to approach and analyze the U.S. taxation of foreign corporations Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C corporation Determine how much foreign tax credit can be claimed against such income inclusions Determine how subsequent dividend distributions from the foreign corporation are taxed Calculate capital gain on the disposition of the foreign corporation Discuss the impact of Section 962 election Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations Identify basic strategies for managing tax liabilities related to foreign corporations
ACPEN Signature 2024: Governmental Accounting & Auditing Update
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Online
8.00 Credits
GASB Pronouncements Single Audit Issues Yellow Book Issues Audit Issues Federal Funding Challenges
The Controllership Series - The Future Role of the Controller Part 1
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Online
1.50 Credits
Accounting and Finance
2024 Communication Skills for CPAs
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Online
2.00 Credits
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
Creating a Culture of Trust in a Fraud-filled World
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Online
2.00 Credits
The major topics that will be covered in this course include:Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.Consider the concept of trust and how can you establish real trust within your organization.Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
What's Your Brand Reputation? Determine and Drive How Others See You
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Online
2.50 Credits
Presence
Excel - Create KPI Dashboards for Maximum Impact
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Online
2.00 Credits
The major topics that will be covered in this class include:Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Online
1.00 Credits
Communication Teamwork Collaboration
2024 Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Employer Brand Talent Management Future of Work Onboarding New Hires
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Accounting Finance
Balancing Employee and Employer Rights
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Online
1.40 Credits
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
The Controllership Series - The Future Role of the Controller Part 2
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Online
1.50 Credits
Accounting and Finance
2024 Fiduciary Accounting: Fundamentals & Rules
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Online
2.00 Credits
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
2024 Internal Control Fundamentals
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Online
2.00 Credits
Risk Assessment Internal Controls COSO