CPE Catalog & Events
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes
-
Virtual
2.00 Credits
Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income
Surgent's Successfully Completing a Gift Tax Return -- Form 709
-
Virtual
2.00 Credits
Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
K2's Advanced Excel
-
Online
8.00 Credits
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
Professional Ethical Considerations for CPAs
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and moreThe importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies
The Ethic of Recruitment and Selection
-
Virtual
2.00 Credits
The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success
Resistance to Resiliency: Striving for Technology Change Acceptance
-
Online
1.00 Credits
Yellowbook Accounting and Auditing Strategic Alignment Model
Auditing digital assets: Client acceptance and continuance, risk assessment, and laws regulations and related parties
-
Virtual
2.00 Credits
Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties
CFO Series: Crisis Management - Navigate the Storms Safely!
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:The need for crisis management and business continuity plans.Risk assessment and identification.How to develop a crisis management framework.Crisis communication strategies.Business continuity planning essentials.Keys to crisis leadership and decision making in a crisis.
Google Gemini AI for Accountants
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips
The Motives and Mystery of Ethics-Understanding the Why
-
Online
2.00 Credits
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
Ethical Leadership: Power, Influence, Integrity, and Trust
-
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
Understanding the New Forms K-2 and K-3
-
Virtual
2.00 Credits
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Audit Skills for Beginners
-
Online
4.00 Credits
Professional skepticism – Creating a mindset for finding fraud and error Audit documentation basics – Creating workpapers that pass review The audit risk model – Understanding the foundational principles Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting
Managerial Accounting: Your Prescription for Better Decision
-
Virtual
4.00 Credits
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
K2's Accountant's Guide To QuickBooks Online
-
Online
8.00 Credits
Understanding your QBO subscription and licensing options Recording routine and non-routine transactions in QBO Importing and exporting data to/from QBO Creating effective reports Describing the process for integrating third-party applications with QBO Troubleshooting issues with QBO reports and data
Guide Strategy, Attract Investments with Financial Forecasts
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to Financial Statement ForecastingOverview of the importance and benefits of forecasting for strategic planning and investment attraction.The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.Incorporating Market Trends: How to integrate market insights into financial forecasts.Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure
What You Can Learn From the Statement of Cash Flows
-
Virtual
2.00 Credits
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Mastering IRS Form 7217: Partnership Property Distributions
-
Virtual
1.00 Credits
The major topics that will be covered in this course include:Property distributions in liquidation of a partner’s interestSection 751 and its impact on property distributions from a partnershipMechanics of completing Form 7217 – new for 2024The Section 754 election and its role in partnership property distributions
Thanks for the Feedback - Lessons in Giving and Receiving Feedback
-
Virtual
1.00 Credits
Definition of feedback Types of feedback Emotions triggered by feedback Barriers to feedback How to be comfortable with being uncomfortable Blind spots SBI Method
Global Internal Audit Standards (GIAS) Domain V - Part 1
-
Online
2.00 Credits
Internal Audit Internal Controls Standards Institute of Internal Auditors
