CPE Catalog & Events
Determining Reasonable Compensation for Owner Employees
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units
2024 White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $79
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Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Excel - Advanced Spreadsheet Troubleshooting Techniques
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Online
2.00 Credits
Member Price: $118
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the Value and the art of nesting formulas different ways to troubleshoot complex formulas Excel's Nine builtin errorchecking options
Real Estate Taxation 2024
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Online
8.00 Credits
Member Price: $299
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California property taxation-updated in light of Proposition 19 passage Qualified business income deductions [IRC Sec. 199A] Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2] Passive activities loss rules [IRC Sec. 469] Real estate professional rules [IRC Sec. 469(c)(7)] Interest expense deduction rules [IRC Sec. 163] Home sale exclusion [IRC Sec. 121] 1031 exchanges Estate planning and gifting with real estate
Applying the Uniform Guidance in Your Single Audits
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Online
8.00 Credits
Member Price: $332
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Introduction to single audits Preparation of the schedule of expenditures of federal awards and determining major programs Understanding, assessing, and testing internal control Testing compliance with federal statutes and regulations and applicable compliance requirements Auditor reporting in a Uniform Guidance compliance audit Program-specific audits Administrative requirements and cost principles in a single audit
Multi-State Taxation - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $332
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Constitutional limits and P.L. 86-272 Interstate activity, nexus, UDITPA, MTC Calculation of state taxable income Filing methods for multistate taxpayers Apportionment and allocation Multistate income tax planning
Understanding and Creating an Internal Control System
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Online
8.00 Credits
Member Price: $239
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The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
Excel - Using Charts for a Non-Financial Audience
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Selecting the right chart type Creating dynamic chartsChoosing data to display as a chart Customizing charts with all the various chart options Printing and sharing your charts
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Member Price: $39
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Mental Health Awareness
Social Media: The Bare Necessities
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Online
1.00 Credits
Member Price: $39
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Communication Social Media Marketing Publicity Public Relations Business Strategy
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Online
2.00 Credits
Member Price: $79
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Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Surgent's Hiring and Firing of Employees - What You Can and Cannot Do
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Online
2.00 Credits
Member Price: $99
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Employment at will—what this means in a practical sense Implied employment contracts What a prospective employer can ask about, and test for, during employment interviews Federal anti-discrimination rules applicable to hiring and firing How to fire an employee and not get sued Hiring and firing during a pandemic
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Online
2.00 Credits
Member Price: $99
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Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Whistleblowers and the Law
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison. Influence of pressures and crime.C-Suite influences and leadership
Audit 407: Auditing Contingencies and Going Concern
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Overview of contingencies and related disclosuresIdentifying and determining proper accounting treatment for litigation, claims and assessmentsEvaluating the sufficiency of attorney's letter responses for audit evidenceEvaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of timeAuditing managements assumptions in making the going concern evaluationProper application of the liquidation basis of accounting
What Every CPA Should Know About Fraud 2024
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Online
4.00 Credits
Member Price: $159
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How is fraud detected? The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls
CFO Solutions to IRS Problems
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
Comprehensive Partnership Taxation Form 1065 2024
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Online
8.00 Credits
Member Price: $299
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Special and Targeted allocations Proper calculation of outside and inside tax basis Tax consequences of distributions including the impact of "hot assets" Transfer of partnership interests Issuance of partnership interests to service partners
Real Estate Taxation 2024
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Online
8.00 Credits
Member Price: $299
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California property taxation-updated in light of Proposition 19 passage Qualified business income deductions [IRC Sec. 199A] Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2] Passive activities loss rules [IRC Sec. 469] Real estate professional rules [IRC Sec. 469(c)(7)] Interest expense deduction rules [IRC Sec. 163] Home sale exclusion [IRC Sec. 121] 1031 exchanges Estate planning and gifting with real estate
Aligning Analytics to COSO's Fraud Risk Management Principles
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Online
1.00 Credits
Member Price: $39
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COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program