CPE Catalog & Events
Improving Excel Productivity with AI 2024
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Webinar
1.00 Credits
Member Price: $49
Using ChatGPT to write Excel formulas Using Excel for Web's built-in AI capabilities VBA Workbook coding
Excel - From a Blank Sheet to a Finished Workbook
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional
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Webinar
4.00 Credits
Member Price: $129
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
Pass-Through and Corporate Annual Tax Update
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Webinar
4.00 Credits
Member Price: $213
Strategies for tax savings Business entity changes IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits
Taking Advantage of Array Formulas in Excel
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance.Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios.Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling.Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management.Using Array Constants: This section teaches how simplify the use of static values called Array Constants
Is Taking on CTA-Related Services Risky Business? 2024
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Webinar
1.00 Credits
Member Price: $49
Considerations for providing notice of the compliance requirements to clients who may be subject to CTA filing requirements. How firms should evaluate what, if any, services they may provide related to client’s CTA compliance, and the related risks. Provisions to include in engagement letters when engaged to provide assistance with CTA compliance.
Combating Internal Fraud 2024
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Webinar
2.00 Credits
Member Price: $89
Understand why internal fraud occurs Review policies, procedures and control measures designed to fight fraud
From Candles to Kilowatts: A Journey Through Time Prices in Economics 2024
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Webinar
2.00 Credits
Member Price: $89
The Simon Abundance framework The ratio of resources to population There's no such thing as a natural resource The correlation between population growth and the increased standards of living
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $99
What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management
Surgent's Post-election Coverage of Potential Tax Changes and Planning Strategies
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Webinar
2.00 Credits
Member Price: $99
Prospects of a lame duck session of Congress enacting tax legislation The tax reform agenda of the president-elect Determining the impact of a unified or divided government on the prospects of enacting tax legislation The new political environment and how it will impact chances for enactment of new and continued (TJCA) tax legislation Extension of some or all of the TCJA beyond 2025 Chances of enacting other expiring provisions in addition to the TCJA expirations When and how to take advantage of expiring provisions of the TCJA Tax strategies that can be employed before the end of 2024 and into 2025
Surgent's Shades Of Gray - Practicing Before The Internal Revenue Service - Circular 230 -Current State
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Webinar
2.00 Credits
Member Price: $99
Office of Professional Responsibility – Authority and Procedures Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014) In depth coverage of the various Due Diligence obligations of tax professionals Overview of other key Circular 230 provisions Practitioner responsibilities to their clients and to the Tax Administration System Best Practices for all tax professionals
Surgent's What CPAs Should Know About Trust Instruments
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Webinar
2.00 Credits
Member Price: $99
Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests
Understanding the New Forms K-2 and K-3
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Webinar
4.00 Credits
Member Price: $159
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
2024 Accounting & Auditing Update for Small Businesses
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standards Updates (ASUs) that are most likely to impact small businessesASUs initiated by the Private Company Council (PCC).Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEsAudit standards that small business auditors will need to implement.
Audit 308: Audit Reporting and General Audit Procedures
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Common reasons for modifying audit opinionsEmphasis-of-matter or other-matter explanatory paragraphsGeneral audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosureDrafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and moreImproving the footnote drafting process
Payroll Essentials: Payroll Returns Done Right
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Introduction to common payroll taxes and related payroll formsFiling out, reconciling, and filing payroll returnsDue dates and filing requirements
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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Webinar
4.00 Credits
Member Price: $159
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 The Most Critical Challenges in Governmental Accounting Today
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Webinar
4.00 Credits
Member Price: $159
The 2024 implementation of GASB No. 100 on accounting changes and error corrections The end of 2024 application of GASB No. 101 addressing compensated absences Additional recently issued GASB standards and projects
New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes
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Webinar
1.00 Credits
Member Price: $71
Quality management Peer review Audits Remediation Monitoring