CPE Catalog & Events
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Member Price: $39
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The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
If You Only Knew What Microsoft Word Could Do
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Online
2.00 Credits
Member Price: $89
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Major topics covered in this course include:Best practices for those creating Word documents of all typesUsing Word Styles to enhance and organize documentsWord features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value
Income Tax Planning for Bond Investments 2024
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Online
4.00 Credits
Member Price: $159
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Active versus passive investing Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax The tax treatment of bonds purchased at a discount or premium Bond swap and U.S. Savings Bond strategies
Power, Influence, and Ethics
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Online
2.00 Credits
Member Price: $79
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The two sides of leadership Practices that build and destroy an organization’s value and spirit Toxic leader characteristics Four sources of leadership power Push vs. pull leadership styles Six 'Rules of Influence' that cause one person to say 'yes' to another person Ways to defend ourselves against toxic leaders How to use corporate politics to our advantage and still do the right thing
Cognitive Biases for Accountants
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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:What are cognitive biases?Common judgment biases in the accounting professionProfessional judgment frameworksHow to use psychology to your advantageSimple and pragmatic steps to overcome bias
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional
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Online
4.00 Credits
Member Price: $129
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What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
Teaching CPAs to be Better Thinkers
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this course include:Decluttering your mind for clarity and mental bandwidth"Micro-habits" that transform judgment and decision-makingA "thinking audit" process that will change your worldUsing "gamification" to solve tough dilemmasThe science of trustHow to see patterns others don't seeRegulating and optimizing your mental resourcesHigh-stakes decision making
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
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Online
2.00 Credits
Member Price: $79
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Ethics Leadership
Fixing Your Chart of Accounts
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Online
1.00 Credits
Member Price: $55
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Current Chart of Accounts Best PracticesWhy developing a chart of accounts begins with studying your organizational chartHow to identify your account segmentsDetermining the order of your account segmentsBest practices for numbering account basesHow to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differsTwo key approaches for preserving your historical dataWhat to know when making major chart of accounts changes
2024 Annual Update for Accountants & Auditors
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Online
8.00 Credits
Member Price: $239
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The major topics that will be covered in this course include:Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB.
Surgent's Single Auditing Made Simple
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Online
8.00 Credits
Member Price: $279
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The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls, and performing compliance testing The development and reporting of findings in the schedule of findings and questioned costs Additional performance and reporting responsibilities
The Best Individual Income 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, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements Virtual currency, including recent developments regarding NFTs Review of pertinent cases and rulings affecting taxpayers 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
Accounting in the Wake of COVID-19
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Risk assessmentGovernment assistancePandemic-related accounting pronouncementsLearning to be an auditor in a pandemic environmentFinancial statement disclosuresExploring liquidity optionsAccounting tools and techniques for supporting managerial decisionsEngagement and workforce managementOther current events as appropriate
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
Member Price: $39
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arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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Online
2.00 Credits
Member Price: $79
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Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Surgent's Choosing the Right Business Entity
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Online
2.00 Credits
Member Price: $99
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Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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Online
2.00 Credits
Member Price: $99
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Applicable provisions of SECURE Act 2.0 Key features for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA How to determine which employees must be covered
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers
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Online
2.00 Credits
Member Price: $79
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Understanding Fraud Psychology and Motivation of Fraudsters Detection and Prevention Strategies Real World Case Studies Effective Fraud Management
Individual Tax Update: Recent Developments
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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:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Identifying, Evaluating and Solving Financial Planning Issues 2024
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Online
4.00 Credits
Member Price: $159
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Cash flow management and budgeting Insurance Investments Education Income tax Retirement Estate planning Closely-held business owners Marriage, cohabitation and divorce