CPE Catalog & Events
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
Surgent's Ethics for Tax Professionals
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Online
2.00 Credits
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Surgent's Excel Tables and Conditional Summing
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Online
2.00 Credits
Using the Table object to store data Using the conditional summing function to aggregate Table data Using the Table object to create mapping tables
Achieving Balance in Work and Life - Part 2
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Online
4.00 Credits
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
2024 S Corporation Checkup: Key Tax Issues & Forms Reporting
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Online
4.00 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculation
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Online
4.00 Credits
5-step process for recognizing revenue
Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
The major topics covered in this class include:Explore new tools and client engagement techniques using data analyticsIntroduction of popular software toolsExamine the AICPA's Five-Step Approach to data analytics in an audit engagement
2024 Is Activity-Based Costing the Right Tool for Your Organization?
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Online
2.00 Credits
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting
Audit 403: Fraud Trends - Applying Real-Life Lessons
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Online
2.00 Credits
The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud
DEI From the Inside Out: Part 1
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Online
3.00 Credits
Cultivating a DEI Success Mindset: Emphasizing the significance of acknowledging DEI for what it genuinely represents, and structuring interactions based on this new paradigm Building DEI Connections: Recognizing the importance of exploring and understanding various cultures, with the ultimate goal of fostering genuine comprehension Instilling DEI Accountability: Establishing Biological Commonality: Exploring the biological similarities that unite us all, emphasizing our shared humanity Relevance in Daily Interactions: Understanding the day-to-day significance of this paradigm in interactions with colleagues and others Benefits of the Model: Recognizing the advantages of adopting this model for fostering connections with teammates and various stakeholders My Son’s Perspective: Exploring the lens through which we approached this celebration, shedding light on the mindset that fostered inclusivity Peer-to-Peer Interaction: Examining how attendees engaged with each other, transcending significant life differences to connect on a human level Workplace Application: Unpacking how the lessons learned from this backyard gathering can be applied in the workplace to cultivate a more inclusive and humanistic environment
Communication Miracles At Work and In Life - Part 1
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Online
4.00 Credits
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
Start a Forensic Accounting Practice with Confidence
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Online
4.00 Credits
The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Assessing Independence Under the New Yellow Book
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Online
1.00 Credits
Independence Threats Safeguards
Cultural Transformation
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Online
1.00 Credits
The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture
2024 Business Tax Update for Industry
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Online
2.00 Credits
Recent Federal legislative, rules and tax developments impacting business taxpayers Impact of Inflation Reduction Act on business Depreciation rules and developments Business losses and interest expense Latest legislative, judicial, and IRS developments
Shortcuts that Excel Users Love
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Online
2.00 Credits
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Surgent's The Art of Delegation: Strategies for Improving Your Skills
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Online
2.00 Credits
What is delegation? Why is delegation important? When and to whom should tasks be assigned? How can you delegate effectively? How do you deal with problems and issues when they arise?
2024 Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A
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Online
4.00 Credits
S corporations) entity’s reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Application to rental real estate – “safe harbor” rule and aggregation rules
Implementation Challenges with the New FASB Lease Standard
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Online
2.00 Credits
The major topics that will be covered in this class include:FASB's Accounting Standard Update for Leases (ASC Topic 842).Key differences between ASC Topic 842 and ASC Topic 840.Commitments that are on the balance sheet: operating leases and finance leasesAllocation consideration to lease and nonlease components.Lease payments, discount rate, inception date, commencement date, lease term.Impairments of right-of-use asset, modifications, subleases.Policy elections and disclosures.