CPE Catalog & Events
K2'S 2022 Options To Automate Your Tax Preparation Workflow
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Online
2.00 Credits
Tax automation software options Learn about the best client collaboration options Leave with a checklist of tools to consider your tax practice
K2's 2023 Technology For CPAs - Don't Get Left Behind
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Online
8.00 Credits
Emerging technologies all business professionals should know Considerations associated with upgrading to Windows 11 Practical options for protecting your data New features in commonly-used applications such as Excel and Adobe Acrobat DC
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Navigating Leaves of Absence
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Online
1.00 Credits
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
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
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
2024 Excel Tips & Tricks for the Non-Accountant
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Online
2.00 Credits
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Tax Practice Standards
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Online
2.00 Credits
Treasury Circular 230 AICPA Statements on Standards for Tax Services (SSTS) Internal Revenue Code (IRC) Common law
2024 A Guide to Sampling - Part 1
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Online
2.00 Credits
Sampling Monetary Unit Sampling
2024 Business Losses: Going Backward and Forward
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Online
2.00 Credits
Recent legislative developments for deducting business losses TCJA net operating losses rules of §461(l) §163(j) Business Interest Expense Limitations of deducting losses and basis What is the “quickie” refund; Section 465 At-Risk amount Section 469 Passive Activity Loss rules
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Online
4.00 Credits
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
The Power of a Good Story!
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Online
4.00 Credits
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Just Ask Why - Searching for Answers: Generating Solutions
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Online
4.00 Credits
The basic benefits of why The 5-15 report Curiosity and creativity
IRS Case Roadblocks
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Online
1.00 Credits
The major topics covered in this course include:Administrative strategies for resolving a TFRP assessmentHow to prepare for negotiating an installment agreementTips for handling apathetic or indifferent Revenue OfficersHow to stage different case obstacles and roadblocks through completion
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
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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Online
2.00 Credits
Applicable provisions of SECURE Act 2.0 Key features for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA How to determine which employees must be covered
Surgent's Unconscious Bias for Managers, Supervisors, and Executives
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Online
2.00 Credits
Unconscious bias, including the five defining characteristics of unconscious bias The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers The concept of microaggressions, with examples An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the “oops, did I just say that?” section.
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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Online
4.00 Credits
The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act
Surgent's Mastering Accounting for Income Taxes
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Online
4.00 Credits
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes
Planning for Small Business Success
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Online
4.00 Credits
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples