CPE Catalog & Events
Take Your PowerPoint From Mess to Success
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Online
1.00 Credits
Member Price: $39
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Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts
Coaching & Counseling - Performance Management
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Online
1.00 Credits
Member Price: $39
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Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Asset Misappropriation - Let Me Count the Ways
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Online
2.00 Credits
Member Price: $79
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Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Cybersecurity Fundamentals for CPAs
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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:Top cloud security threats and how to protect against themData security best practices and how to implement themTypes of cloud services and how to choose a good vendorEffective password management and multi-factor authentication for accountsHome network and device security practices
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $39
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Languages of appreciation Appreciation strategies
Asset Protection 2024
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Online
2.00 Credits
Member Price: $89
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Planning aspects Legal theories Protecting assets Planning before and after lawsuits Using business entities, including domestic and foreign corporations, LLCs and LPs Planning for married couples and community property Picking correct entities and jurisdictions Domestic and foreign asset protection trusts
Leases: Lessee-Topic 842-20 2024
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Online
2.00 Credits
Member Price: $89
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FASB ASC 842, Leases All recently released updates to ASC 842, Leases
Mental Models for CPAs: How to Use Cognitive Frameworks
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Introduction to mental modelsExamples of mental models and their applications in behavioral ethicsBuilding a latticework of mental modelsLimitations of mental modelsHow to apply mental models to the accounting professionCase studies demonstrating the use of mental models in financial decision-makingStrategies for continuing to learn and expand your mental model toolkit
Surgent's Taking Advantage of Like-Kind Exchanges
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Online
2.00 Credits
Member Price: $99
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Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824
Surgent's What Tax Practitioners Need to Know About Medicare
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Online
2.00 Credits
Member Price: $99
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Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
Reviewing S Corporation Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $213
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Form 1120-S Schedule K-1 Schedule L Schedules M-1 and M-2 Form 4562 Form 4797
What's Going on at the FASB (2024)
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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: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.
Audit 304: Auditing Basic Investments - Common Risks
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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 the most common investment typesTypical audit risks and related audit procedures for common investmentsThe basics of accounting for equity investments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swapsFair value disclosure, including applying the fair value hierarchy
Excel for Staff Level 1 - What You Never Learned
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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:Navigating around worksheetsSelecting cells and rangesHow to use custom number formattingHow to leverage ViewsHow to build better formulas with referenced variables and defined namesLearn to quickly format cells with Cell StylesLearn proper worksheet structure
Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0
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Online
2.00 Credits
Member Price: $99
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Who qualifies for the waiver of the RMD excise tax for 2021, 2022, and 2023? The rollover deadline for 2023 age 73 RMD Coverage of applicable provisions of SECURE Act 2.0 What is the required minimum distribution for an account owner? What is the required minimum distribution for a beneficiary IRA? Key explanations of RMD regulations The types of accounts that are subject to the required minimum distribution rules The parties that are subject to the required minimum distribution rules Exceptions and special considerations for required minimum distributions Rollover and transfer rules in an RMD year The various responsibilities for interested parties Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions How the 10-year rule works for certain beneficiaries
Key Cybersecurity Controls for CPAs
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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:The five key tenets of cybersecurity: Identify, Detect, Protect, Respond, RecoverReview specific cybersecurity controls within each of the five cybersecurity tenetsHow to appropriately assess key cybersecurity controls
Decoding the Generations
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Online
2.00 Credits
Member Price: $89
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Preparing for & Conducting Discharge Meetings
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Online
1.00 Credits
Member Price: $39
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Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
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