CPE Catalog & Events
Trust Fund Recovery Penalty And Request For Refund
-
Online
1.00 Credits
Member Price: $55
See more dates
The major topics covered in this course include:Learning about the Trust Fund Recovery Penalty (TFRP).Understanding pre-843 requirements when making a request for refund.Employing an effective strategy for removing the Trust Fund Recovery Penalty (TFRP) using IRS internal records.Appealing a rejected Form 843.Live case examples for making a request for refund using Form 843.
2024 The Psychology of Fraud
-
Online
1.50 Credits
Member Price: $59
See more dates
Fraud Fraud Triangle
Excel - Advanced Financial and Statistical Calculations
-
Online
2.00 Credits
Member Price: $118
See more dates
Best practices for creating Amortization schedules and calculating annual interest payments calculating and summarizing data with SUMIF and SUBTOTAL functions using statistical functions to Analyze data
More Money: Strategic Ways to Improve Cash Flow
-
Online
4.00 Credits
Member Price: $149
See more dates
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
Implementing and Maintaining an Internal Control System
-
Online
8.00 Credits
Member Price: $239
See more dates
The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Exploring Internal Controls That Could Have Prevented Frauds
-
Online
2.00 Credits
Member Price: $89
See more dates
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
Revenue Recognition, Financial Instruments, and Leases
-
Online
1.00 Credits
Member Price: $71
See more dates
FASB accounting standards updates in financial instruments and leases Current Expected Credit Loss (CECL) module Lease obligation
Negotiation Strategy: What to do Before, During and After
-
Online
1.50 Credits
Member Price: $69
See more dates
negotiation
Mastering Charitable Remainder Trusts and Form 5227Compliance
-
Online
2.00 Credits
Member Price: $79
See more dates
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Excel - From a Blank Sheet to a Finished Workbook
-
Online
2.00 Credits
Member Price: $89
See more dates
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
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
-
Online
2.00 Credits
Member Price: $99
See more dates
How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
-
Online
2.00 Credits
Member Price: $99
See more dates
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
Mail Fraud and Wire Fraud: Why Business Owners go to Prison
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics that will be covered in this class include:What is fraud?How business owners become vulnerable to charges for mail fraud and wire fraudWhat business leaders know about how communications can lead to criminal chargesDiscussion of actual fraud cases involving business leaders that went to prison for wire fraud.Federal sentencing guidelinesSentencing for mail fraud and wire fraud convictions
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
-
Online
1.00 Credits
Member Price: $39
See more dates
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Audit 405: Designing Internal Controls for Smaller Entities
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics covered in this course include:Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate 'umbrella' of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
Collaborative Communications: Working with Diverse Styles
-
Online
2.50 Credits
Member Price: $89
See more dates
Communications
Ethical Responsibilities for CPAs: Ethics 2024
-
Online
4.00 Credits
Member Price: $159
See more dates
Ethical Responsibilities for CPAs The AICPA Code of Professional Conduct PCAOB Ethical Standards The Sarbanes Oxley Act The Foreign Corrupt Practices Act Circular 230 for Tax Practitioners The Dodd-Frank Banking Reform Act
Start a Forensic Accounting Practice with Confidence
-
Online
4.00 Credits
Member Price: $149
See more dates
The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
-
Online
4.00 Credits
Member Price: $129
See more dates
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Merger and Acquisition Planning and Best Practices
-
Online
8.00 Credits
Member Price: $299
See more dates