CPE Catalog & Events
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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Online
4.00 Credits
Timely coverage of breaking tax legislation A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
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
2024 Risk Assessment - A Common Deficiency
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Online
1.00 Credits
Risk Assessment Common Deficiencies
K2's 2024 Effective Automation And Outsourcing
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Online
1.00 Credits
Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
2024 Best-In-Class Recruiting Strategies
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Online
1.00 Credits
Recruiting & Retention Talent Management Employee Engagement
2024 The Preparation of Form 706 and 709 - Understanding the Law
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Online
2.00 Credits
Estate and Gift Taxation Fundamentals Valuation of Estate Assets Components of the Gross Estate Deductions in Estate Taxation Charitable and Marital Deductions Tax Credits and Their Application
Vexing Issues Facing Not-for-Profit Accountants
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Online
2.00 Credits
The major topics that will be covered in this class include:Determining whether a transaction is a revenue versus a gain or an expense versus a loss and why that is important for proper financial reportingClarifications related to agency transactions, including when variance power is presentNew definitions and requirements related to contributed services and gifts in kindComparing the proper reporting for comparative versus summarized financial reportingClarifications regarding the options available for reporting special eventsA greater understanding of the unique features of the statement of cash flows for NFPsClarifications related to joint costs and their allocation
Accounting for Leases
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Online
2.60 Credits
Accounting Finance Financial Statement Preparation
ACPEN Signature 2024: Partnership & LLCs Tax Return Preparation
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Online
8.00 Credits
IRS audits Allocations and Basis Proper reporting Valuation of closely held business interests
ACPEN Signature 2024: Small Business: Hot Tax Issues Today!
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Online
8.00 Credits
Record retention, record production to the IRS and related matters Dealing with IRS correspondence and penalty notices The IRS attack on limited partners and LLC members for additional self- employment tax intensifies Subchapter S employment tax issues and reasonable compensation Choice of Entity and Using Hybrid Entities with differing federal and state classifications Subchapter S inadvertent termination traps and the cost of remedies Business Exit Strategies and using various types of entities in tandem Should your accounting firm assist in filing Beneficial Ownership Information Reports with FinCen?
Creating an Ethical Work Environment
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Online
2.00 Credits
Ethical Values and PrinciplesHuman Factors impacting ethical choicesProfessional and organizational responsibilities in creating an ethical work environmentTools for ethical decision making
K2's 2024 Harnessing ChatGPT - Unlocking Professional Efficiency
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Online
1.00 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks
2024 Resolving Ethical Dilemmas-You Make the Call
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Online
1.50 Credits
Ethical frameworks Threats and safeguards to objectivity and independence
The Controller Function - Inventory Part 1
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Online
1.80 Credits
Accounting Finance Operations
2024 I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
K2's 2023 Now Is The Time to Automate
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Online
2.00 Credits
Which automation tools should you initially focus on How to automate everyday tasks in accounts payable, banking, and approval workflows Common automation pitfalls
Invest in Your Mental Health and Avoid Burnout
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Online
2.00 Credits
The major topics covered in this course include:How to recognize burnout and evaluate where you are on the burnout scale.How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.How mindfulness can reduce stress and save time.Silencing the critical inner voice.Tools to help you become more attuned to your needs and emotions.How attending to and regulating your nervous system impacts your mood and well-being.
Engagement Management with the Microsoft 365 Planner App
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Online
2.00 Credits
The major topics covered in this course include:Overview of the Planner app features and functionalityStep-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a templateCreating tasks with checklistsAssigning tasksScheduling tasksSetup recurring tasksAttach files to a taskMaintain a task activity journalManage task views with buckets and tagsIntegrate plan schedules with your Outlook calendar.Detailed review of plan / task progress reporting featuresUsing plan templates for recurring engagements
2024 Internal Controls Over Compliance vs Compliance
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Online
1.00 Credits
Internal Controls Over Compliance Compliance Single Audits
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
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Online
1.00 Credits
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes