CPE Catalog & Events
To Verify or Let It Fly: What to Do About Questionable Tax Return Information
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Online
2.00 Credits
Clear Reflection of Income: Really? The Verification Drill Tax Ethics and the Conceptual Framework The Tax Uncertainties Dance (Tax and Financial Reporting) Cases and Controversies Blanco v. United States U.S. v. Fairchild Conclusion
Ethics: IRS Behavioral Insights for Accountants
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Online
2.00 Credits
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS ƒ?otop of mindƒ?? issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in ƒ?orealƒ?? vs. ƒ?ounrealƒ?? auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Surgent's Successfully Completing an Estate Tax Return -- Form 706
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Online
2.00 Credits
Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the “portability” rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
Key Cybersecurity Controls for CPAs
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Online
2.00 Credits
The major topics that will be covered in this class include:The five key tenets of cybersecurity:A Identify, Detect, Protect, Respond, RecoverReview specific cybersecurity controls within each of the five cybersecurity tenetsHow to appropriately assess key cybersecurity controls
How to Create an ROI-Based Marketing Plan for Your Firm
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Online
1.00 Credits
The major topics covered in this course include:Clarifying and communicating the unique value you provide to your chosen market.Choosing the market(s) you will be successful serving.Developing a successful go-to market and subsequent demand and lead gen strategy.Creating an easy to maintain customer nurture, demand and lead generation system.Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.
2024 The Psychology of Fraud
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Online
1.75 Credits
Fraud Fraud Triangle
K2's 2023 Ten Must Know Features In Excel
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Online
2.00 Credits
How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits
Illicit to Essential: Marijuana & Hemp/CBD Evolving Issues
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Online
2.00 Credits
The major topics covered in this course include:Fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and CaliforniaDiscussion of what to expect in emerging markets where there is currently only medical access to cannabis or recent state legal regulatory access to recreational cannabisThe state of Colorado will be used as an example of cannabis economics and regulatory oversight
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
Yellow Book Independence and Single Audit Fundamentals
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Online
4.00 Credits
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
Surgent's Individual and Financial-Planning Tax Camp
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Online
8.00 Credits
Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged acccounts Recent case law, as applicable Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Bonus Depreciation Section 163(j) Section 174 Research and Experimental Expenditures Residency and Domicile Selling a principal residence, including tax planning strategies Virtual currency, including recent developments regarding NFTs New FinCEN reporting requirements in 2024 Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Moving Beyond the Basics of Excel
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Online
2.00 Credits
The major topics covered in this class include:Using formulas to manipulate and transform dataUsing formulas and reference formulas such as =VLOOKUPUsing pivot tablesUnderstanding Solver to perform multivariate analysis
2024 Internal Controls Over Compliance vs Compliance
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Online
1.00 Credits
Internal Controls Over Compliance Compliance Single Audits
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
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Online
1.00 Credits
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
2024 Working Through Grief and Loss - How to Build a Supportive Workplace
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Online
1.00 Credits
Employee Relations Culture Leadership Employee Retention
2024 Risk Assessment & Internal Control
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Online
1.50 Credits
Risk Assessment Internal Controls Common Deficiencies
2024 Introduction to Ethics & Professional Skepticism
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Online
2.00 Credits
Code of Professional Conduct Fraud Professional Skepticism
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs