CPE Catalog & Events
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
-
Online
2.00 Credits
Accounting Finance Cash Investments
Just Ask Why - Searching for Answers: Generating Solutions
-
Online
4.00 Credits
The basic benefits of why The 5-15 report Curiosity and creativity
Grading Your Auditors - Are You Getting the Most Value?
-
Online
2.00 Credits
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
-
Online
1.00 Credits
Forensic Accounting Accounting Auditing Finance
Money Laundering Awareness for Accountants
-
Online
2.00 Credits
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
What If Your Client Didn't Take Reasonable Compensation
-
Online
1.00 Credits
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
-
Online
1.50 Credits
Accounting Finance Cashflow
Simplify Outlook Meeting Scheduling with Office 365 Bookings
-
Online
1.00 Credits
The major topics covered in this course include: Overview of the Bookings app functionalityStep by step demonstration of how to setup your private Bookings web pageDefining your meeting types / servicesConfiguring text message reminder notificationsSetting your scheduling policiesCustomize your Bookings page form to capture important information while booking an appointment.Integrate with Microsoft Teams Meetings
2024 Ethical Tax Practice Strategies in a Crisis World
-
Online
2.00 Credits
“Tales from the Front” – practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
-
Online
2.00 Credits
Building Security and Efficiency With Internal Control
-
Online
8.00 Credits
The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
How-To Guide to Fraud Investigations
-
Online
2.00 Credits
The major topics covered in this class include:Typical asset misappropriation schemes and how they are carried outRed flags of asset misappropriation schemesData analysis, including financial ratios that may identify irregularitiesAnalyzing financial statements for fraud investigationsIn-depth asset misappropriation case study
Next Steps Series - Engagement: Motivating the Next Workforce
-
Virtual
1.00 Credits
Understanding motivational theories for the modern employee Hiring well Engagement tools Using active listening skills New leadership model High performers and low performers Generations Millennials The motivational chain
HR Guide to Evolving Business Strategy, Finance and Development
-
Online
1.20 Credits
Corporate Culture Strategic Planning Leadership Staff Development
Surgent's A Complete Tax Guide to Exit Planning
-
Online
2.00 Credits
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Surgent's Opportunities in the Metaverse for Accounting and Other Professionals
-
Online
2.00 Credits
Understanding what the metaverse is and what it is not How to access the metaverse Why accounting and other professionals should use the metaverse Where accountants can find their space in the metaverse How the metaverse is changing the way we work Ownership opportunities in the metaverse Work and taxation in the metaverse
Surgent's The Art of Delegation: Strategies for Improving Your Skills
-
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 Accounting & Auditing Update
-
Online
4.00 Credits
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
2024 Year-End Tax Planning: Thinking Outside the Box
-
Online
4.00 Credits
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
Circular 230 and Rogue Return Preparers
-
Online
2.00 Credits
The major topics covered in this class include:The authority of Circular 230 on return preparersThe possible penalties for violating Circular 230How to answer ethical situations with clientsCharacteristics of return preparers who prepare false tax returnsHow to identify the violations in real life examples