CPE Catalog & Events
2024 Depreciation: Guide to Capitalizing Tangible Property
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Webinar
2.00 Credits
Member Price: $79
Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits ADS depreciation for electing farm and real estate business Update on recent developments
2024 Governmental GAAP Update
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Webinar
2.00 Credits
Member Price: $79
Compensated Absences Error Corrections Accounting Changes
Inventory Accounting GAAP, Software and Recognizing Variances
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Webinar
2.00 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
K2's 2024 Optimizing Your Tech Stack For Efficiency And Cost-Effectiveness
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Webinar
2.00 Credits
Member Price: $79
Conducting a tech stack assessment, including an inventory of current tools and applications Identifying essential and redundant tools Exploring cost-effective alternatives Calculating your total cost of ownership
Project Management: Enhancing Ongoing Client Engagements
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Clarification between workflow and project management and the use of eachLeveraging the project charter to establish consistency and collaboration across teams for a quality client experience
2024 Not-for-Profit Accounting & Auditing Update
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Webinar
4.00 Credits
Member Price: $129
CECL NAC Independence
2024 S Corporation Checkup: Key Tax Issues & Forms Reporting
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Webinar
4.00 Credits
Member Price: $129
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculation
2024 Fringe Benefit Planning - Today and Beyond
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Webinar
8.00 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
2024 Moving Beyond the Basics of Excel
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Webinar
2.00 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables
Fraud Risk and Audit Requirements 2024
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Webinar
2.00 Credits
Member Price: $89
Fraud Trends Audit requirements related to fraud
How Much Are Your Ethics Worth?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Is It Time to Abandon Traditional Investment Planning Strategies? 2024
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Webinar
2.00 Credits
Member Price: $89
Understanding and assessing risk and return, and matching to expected return Investment vehicles Designing an asset allocation portfolio in today's environment for different stages of life Solidify an appropriate investment strategy based on risk Helping clients stay on top of potentially life-altering situations Help clients understand the intricacies of investment planning Investment markets and the effects of world events Dealing with increasing client concerns
Surgent's Lessons Learned from Successful Companies
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Webinar
2.00 Credits
Member Price: $99
Creating a visionary company Traits of successful, visionary companies Goal setting to create a successful organization The role of experimentation and failure in achieving success How successful organizations emphasize learning new skills The role of effective communication in achieving corporate success The importance of emotional intelligence in building corporate culture How leadership can direct a company toward success
DEI From the Inside Out: Part 1
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Webinar
3.00 Credits
Member Price: $99
Cultivating a DEI Success Mindset: Emphasizing the significance of acknowledging DEI for what it genuinely represents, and structuring interactions based on this new paradigm Building DEI Connections: Recognizing the importance of exploring and understanding various cultures, with the ultimate goal of fostering genuine comprehension Instilling DEI Accountability: Establishing Biological Commonality: Exploring the biological similarities that unite us all, emphasizing our shared humanity Relevance in Daily Interactions: Understanding the day-to-day significance of this paradigm in interactions with colleagues and others Benefits of the Model: Recognizing the advantages of adopting this model for fostering connections with teammates and various stakeholders My Son’s Perspective: Exploring the lens through which we approached this celebration, shedding light on the mindset that fostered inclusivity Peer-to-Peer Interaction: Examining how attendees engaged with each other, transcending significant life differences to connect on a human level Workplace Application: Unpacking how the lessons learned from this backyard gathering can be applied in the workplace to cultivate a more inclusive and humanistic environment
K2's 2023 Advanced QuickBooks Tips And Techniques
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Webinar
4.00 Credits
Member Price: $129
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Controls to Secure the Growing Digital Footprint
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Electronic Audit Evidence in Employee Benefit Plans
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Audit evidenceEmployee benefit plans
Finding Errors in Excel Spreadsheets
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
AI & You
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Webinar
1.00 Credits
Member Price: $39
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
Controller Series: Insightful Financial Analysis
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Webinar
1.00 Credits
Member Price: $75
Reasons why it's so difficult to provide an "insightful" financial analysis What is the definition of a financial analysis The six steps of a financial analysis Key takeaways