CPE Catalog & Events
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
Excel - Functions and Formula Shootout
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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:Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculations
Best Practices For An IRS Levy Or Wage Garnishment
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this course include:Learning the pre-levy notice requirements.Knowing what the levy exemptions are.Proposing levy alternatives.Understanding the difference between wrongful levy versus erroneous levy.Knowing how to employ levy mitigation techniques.
Bumper Sticker Ethics v. Professional Ethics
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Online
1.00 Credits
Member Price: $55
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The major topics that will be covered in this course include:Introduction: "Bumper Sticker Ethics" Thinking About Ethics: Digging a Little DeeperCompare: Principles of Professional Ethics in AccountingCase Study: Frank v. Dana Corp.Conclusion: The Conceptual Framework as an Ethics Resource
Keeping Up with the FASB
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
Surgent's Essential Depreciation and Expensing Update
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Online
4.00 Credits
Member Price: $159
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Resolved technical glitches for qualified improvement property Detailed coverage of §179 expense elections and §168(k) bonus or additional first-year depreciation – how to maximize them, definitions, limitations, qualified property, etc. Sale of property and the depreciation recapture rules (§1245, §1250, unrecaptured §1250 gain for real estate, §291 for corporations) MACRS depreciation – finding the proper method, convention, and recovery period Listed property and the current limitations Amortization of start-up, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities
Yellow Book Independence and Single Audit Fundamentals
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
Individual Tax Fundamentals - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $332
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Filing requirements and personal exemptions Gross income inclusions, exclusions, and adjustments Standard and itemized deductions Tax credits Tax provisions for high-income taxpayers 3.8% net investment income tax Roth IRA, IRA, and retirement plan options Section 199A qualified business income deduction
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Online
8.00 Credits
Member Price: $299
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SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller
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Online
8.00 Credits
Member Price: $279
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Regulatory, fiscal, and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate
Surgent's Preparing Not-for-Profit Financial Statements
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Online
8.00 Credits
Member Price: $279
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Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more The impact of FASB ASC 842, Leases, on not-for-profits
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
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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, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance Timely coverage of breaking tax legislation Form 1099-K reporting requirements Detailed analysis and examples of Sale of Pass-through Entity Interest and Net Investment Income Tax The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule New FinCEN reporting requirements under the Corporate Transparency Act in 2024 Employee Retention Tax Credit updates 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
Walter Haig's Business Financial Health Checkup
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Online
8.00 Credits
Member Price: $239
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The major topics that will be covered in this class include:How to use analytical procedures as a management tool to identify areas hindering the profitability of the entityHow to use analytical procedures to identify misstatements in financial informationTechniques for developing a "workable" business planRecasting GAAP financial statements into powerful management toolsDeveloping and using benchmarks to identify profitability problemsIdentifying profitability key factorsThe relationship of internal controls and the health of an entityCommon weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknessesHow to create "goal" statements that achieve results
Current and Upcoming FASB Issues
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Online
1.50 Credits
Member Price: $94
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FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
Payroll Essentials: The Payroll Cycle of Life
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:A general review of compensation and payroll taxes from a broad perspectiveA walk through of the payroll processExplanations and examples of payroll processing, payroll tax deposits, and payroll returnsResources, recommendations, and guidance on compensation, payroll and payroll related topics
Avoiding Budget People Issues: Managing Budgeting's Soft Side
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Online
2.00 Credits
Member Price: $79
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Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Surgent's Managing Millennials
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Online
2.00 Credits
Member Price: $99
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Understanding who millennials are and what distinguishes them from other sectors of the workforce Changes millennials seek in the workplace Suggestions on engaging and developing millennials Best practices by organizations who have successfully integrated millennials Expectations as to learning, development and training Work environments and schedules School to work transitions Views on salary, benefits and corporate ethics Whether millennials’ expectations are significantly different from any other generation Strengths millennials offer which set them apart from others Common myths pertaining to millennials Definitions of success