CPE Catalog & Events
Giving Feedback that Delivers Results
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Online
1.00 Credits
Member Price: $39
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Communicaiton Performance Reviews Feedback Management Leadership
2024 Was It Fraud or Just Poor Audit Quality?
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Online
1.50 Credits
Member Price: $59
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Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Excel - Create KPI Dashboards for Maximum Impact
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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:Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
Auditing Impairment of Long-Lived Assets
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Indicators of impairmentSteps to recoverability testing for long-lived assets held and usedGrouping assets held and usedAllocating impairment loss and disclosuresTesting indefinite-lived intangibles for impairment, including goodwillValuation techniques for determining a reporting unit's fair value
International Tax Issues for Athletes and Entertainers 2024
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Online
2.00 Credits
Member Price: $89
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Determine the residency of an international athlete or entertainer Identify methods to avoid double taxation for US athletes and entertainers operating abroad Know when a foreign athlete or entertainer is subject to tax in the United States Determine how the IRS taxes compensation of foreign athletes and entertainers via withholding taxes Central Withholding Agreements to reduce withholding taxes How treaties can impact the taxation of international athletes and entertainers
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Online
4.00 Credits
Member Price: $159
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Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts – the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets
Audit 408: Coaching Staff to Stay on the Right Track
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Different ways to appropriately motivate others for performance, including nonmonetary awardsModifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for successTips for engaging in difficult conversations with others, including staff, peers, supervisors and clientsGiving constructive negative feedback to staff, including creating an action plan for improvement
Surgent's Real Estate Taxation: Critical Considerations
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Online
4.00 Credits
Member Price: $159
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The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
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Online
1.00 Credits
Member Price: $39
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Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases
Navigating Difficult Conversations with Clients
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Online
1.00 Credits
Member Price: $39
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Communication Negotiation Conflict Persuasion Management Leadership Customer Service
2024 Governmental GAAP Update
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times
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Online
2.00 Credits
Member Price: $99
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Commencement of a bankruptcy proceeding Protections provided to debtors under the Bankruptcy Code Key procedural aspects of bankruptcy The automatic stay Differences between Chapters 7, 11, and 13 bankruptcy cases The bankruptcy discharge Proofs of claim Plans of reorganization Litigation that can arise during bankruptcy Creditor committees Bankruptcy trustees Avoidable preferences and fraudulent transfers Special rights afforded to landlords and secured creditors
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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Online
3.00 Credits
Member Price: $149
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How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation
KPI Bootcamp for Small Businesses
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Online
5.00 Credits
Member Price: $159
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Why measure things? The ROKS Express method Goals check - identifying your business objectives and Key Results Selecting your KPI candidates using the KPI Definition Manual Shortlisting - Picking the very best KPIs from your KPI Candidates Tuning your KPI definitions Going Live
Circular 230 and Rogue Return Preparers
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:The authority of Circular 230 on return preparersThe possible penalties for violating Circular 230How to answer ethical situations with clientsCharacteristics of return preparers who prepare false tax returnsHow to identify the violations in real life examples
Monthly Individual Tax Update 2024
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Online
1.00 Credits
Member Price: $49
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Individual tax developments coming from Congress, the Treasury Department, the courts, and academe. Time-sensitive topics from the past 30 days.
2024 Performance Auditing Made Easy
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Online
1.50 Credits
Member Price: $59
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Performance audit standards Performance audit types Performance audit objectives
Navigating Difficult Conversations with Coworkers
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Online
1.00 Credits
Member Price: $39
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Communication Negotiation Conflict Persuasion Management Leadership
Performance Targets That Deliver Results Without Burnout
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Online
1.00 Credits
Member Price: $39
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Performance target design Target testing
Introduction to Forensic Data Analytics
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Online
2.00 Credits
Member Price: $79
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Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud