CPE Catalog & Events
2024 Tax Season Update for Business with Steve Dilley
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Webinar
4.00 Credits
Member Price: $129
Update on significant 2023-24 business tax developments related to cases and rulings Review of recent business tax provisions and legislation Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting “gig” workers, including Form 1099-K The Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions
Exploring Internal Controls That Could Have Prevented Frauds
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
2024 Data Analytics: Practical Insights for Today's Accountant
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Webinar
2.00 Credits
Member Price: $79
Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools Examine the AICPA’s Five-Step Approach to data analytics in an audit engagement
2024 Nonprofit Taxation Rules and Form 990
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Webinar
2.00 Credits
Member Price: $79
Recent tax legislation and developments related to non-profit entities Special sections of Form 990 and various form related changes Nonprofit tax exemption applications “Intermediate sanctions” excise tax Excess compensation excise tax Excess parachute payment excise tax Unrelated business income tax Required profit motive The Mayo case Entertainment expenses Taxable fringe benefits (including employer-provided parking)
ChatGPT and Complex Financial and HR Conversations
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Fraud Stories Series March 2025
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Webinar
2.00 Credits
Member Price: $89
Fraud Internal controls Auditing Ethical issues Advanced accounting issues Risk management
Navigating Tax Court for Non-Lawyers 2024
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Webinar
2.00 Credits
Member Price: $89
Determining when filing a Tax Court case can be a strategic benefit Learn how to file the case Understand the steps and deadlines in the Tax Court process Review the settlement process Know when the case gets to the point where you need help
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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Webinar
2.00 Credits
Member Price: $99
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Accounting, Auditing, and Tax Considerations for the Cannabis Industry
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Webinar
4.00 Credits
Member Price: $159
Surgent's Preparation and Compilation Engagements Under the SSARS
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Webinar
4.00 Credits
Member Price: $159
Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback
K2's 2023 Excel Essentials For Staff Accountants
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Webinar
8.00 Credits
Member Price: $225
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
IRS Penalties and Abatements
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Supervision/Management Competencies: An Ethical Approach
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills
Be the Sun, Not the Salt, featuring Harry Cohen and John Daly
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Webinar
1.00 Credits
Member Price: $39
What is the Heliotropic Effect? Be the Six Sun Pearls. Today is a good day to do good Be the bright spot in the room Be your own sun Do the next right thing Pet peeves bite Knowing isn't doing
How Prevalent Is Retaliation Within Your Culture?
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Webinar
1.00 Credits
Member Price: $39
Retaliation protections Speak up culture Ethical culture
2024 Yellow Book Update
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Webinar
2.00 Credits
Member Price: $79
Quality Management Risk Assessment SQMS Independence
Audit 504: Making Rain - Success with Clients and Prospects
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Continued marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale
K2's 2024 Tech Update
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Webinar
2.00 Credits
Member Price: $79
AI and machine learning trends Quantum computing in finance Understanding the growing impact of blockchain and digital currencies in accounting Software and hardware innovations
K2's 2024 The ABCs of Automation With Microsoft's Power Platform
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Webinar
2.00 Credits
Member Price: $79
Overview of the Power Platform and its components Review examples of business processes that may benefit the most from using automation Discussion and demonstration of its low-code/no-code app development environment
2024 Managerial Accounting: Your Prescription for Better Decisions
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Webinar
4.00 Credits
Member Price: $129
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting