CPE Catalog & Events
The Best Federal Tax Update Course by Surgent
-
Webinar
8.00 Credits
Member Price: $299
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
Vexing Issues Facing Not-for-Profit Accountants
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Determining whether a transaction is a revenue versus a gain or an expense versus a loss and why that is important for proper financial reportingClarifications related to agency transactions, including when variance power is presentNew definitions and requirements related to contributed services and gifts in kindComparing the proper reporting for comparative versus summarized financial reportingClarifications regarding the options available for reporting special eventsA greater understanding of the unique features of the statement of cash flows for NFPsClarifications related to joint costs and their allocation
How to Make Difficult People Disappear...Without Going to Jail
-
Webinar
1.00 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
SAS 145 - Risk Assessment
-
Webinar
1.00 Credits
Member Price: $39
SAS 145 Risk Assessment Internal Controls
Common Audit and Financial Reporting Deficiencies in State and Local Governments
-
Webinar
2.00 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
2024 Best Practices: Conducting Meaningful Walkthroughs
-
Webinar
2.00 Credits
Member Price: $79
Internal Controls Walkthroughs Documentation
2024 Tax Practice Ethical Challenges and Circular 230
-
Webinar
2.00 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
Ethics and Civility in the Workplace
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:What is civility and how it is tied to the bottom line?Principles of CivilityGiving the Benefit of the DoubtInclusivityCommunication Review of ethical values and principles with an emphasis on:RespectCourageCompassionHonor Accountability
Surgent's How Our Economy and Markets Perform in Election Years
-
Webinar
2.00 Credits
Member Price: $99
Key characteristics of the economic cycle Market indicators Which investments historically have performed better in which part of the economic cycle Election years and investments The January Effect The effect of inflation on certain investments Tax policy and the economy
Surgent's Raising Financially Capable Children
-
Webinar
2.00 Credits
Member Price: $99
Discussion of the importance of a financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards
Surgent's Tax Research
-
Webinar
2.00 Credits
Member Price: $99
Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers
-
Webinar
2.00 Credits
Member Price: $79
Understanding Fraud Psychology and Motivation of Fraudsters Detection and Prevention Strategies Real World Case Studies Effective Fraud Management
K2's 2023 Top PDF Features You Should Know
-
Webinar
4.00 Credits
Member Price: $129
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
Pass-Through and Corporate Annual Tax Update
-
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
K2's 2023 Next Generation Excel Reporting
-
Webinar
8.00 Credits
Member Price: $225
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
Getting Started with ESG
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definitions of ESGBusiness benefits of ESGReporting methodsGetting started with ESG initiatives
Latest Fraud Trends - Current Research and Examples
-
Webinar
2.50 Credits
Member Price: $118
Understand auditor's responsibilities regarding fraud in an audit Stay ahead of current trends and types of fraud Gain exclusive insights from forensic professionals Learn behaviors and strategies for auditor's consideration of fraud
Talk This Way - Communication Skills for the CPA
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
What's So Funny 'Bout Accounting and Tax Ethics 2024
-
Webinar
4.00 Credits
Member Price: $159
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
What's Going on at the FASB (2024)
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.