CPE Catalog & Events
Mergers & Acquisitions Part 2: Financial Accounting 2024
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Online
4.00 Credits
Member Price: $159
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Identifying the acquirer and the acquisition date Recognition and measurement issues on the acquisition date Intangible assets Deferred income taxes Stock options
Forensic Accounting: When The Office Is A Crime Scene
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
Ethics: IRS Behavioral Insights for Accountants
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Online
2.00 Credits
Member Price: $89
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Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
Member Price: $79
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Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Excel - Working with Text, Date & Time Functions & Formulas
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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:Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerform date and time calculations with the Date & Time functions
Ethics and Technology 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 foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Navigating Tax Court for Non-Lawyers 2024
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Online
2.00 Credits
Member Price: $89
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Determining when filing a Tax Court case can be a strategic benefit Learn how to file the case Understand the steps and deadlines in the Tax Court process Review the settlement process Know when the case gets to the point where you need help
Surgent's Business Writing: Professional & Effective Emails
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Online
2.00 Credits
Member Price: $99
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Preparing to write: what is my purpose and objective and who is my audience When email is the appropriate communication methodology and when it’s not Common email mistakes and how to avoid them Proven techniques for writing more efficient, readable, and outcome-focused emails
Surgent's Top 10 Celebrity Estate Mistakes and How to Avoid Them
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Online
2.00 Credits
Member Price: $99
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Overview of estate planning The dangers of a Power of Attorney The most important aspect of a will Role, scope, rights, and responsibilities of an executor Benefits of incorporating a trust Bequests Caring for a pet Claims against the estate Insurance Consequences of poor estate planning
Coaching the Next Generation of 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:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
Imagining a World Without Non-Competes
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Online
1.00 Credits
Member Price: $39
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Federal non-compete law State non-compete law
Governmental Accounting 101
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Online
2.00 Credits
Member Price: $79
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Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
2024 Single Audit 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:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits
Will Your Ethics Be Burned by Burnout?
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Explore the effects of crisis and burnout on ethical decision-makingDefine the stressors, pressures, and biases that can lead good people to make less than optimal choicesDiscuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teamsLearn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope
Navigating Leaves of Absence
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Online
1.00 Credits
Member Price: $39
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Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Financial Acumen for the HR Professional
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Online
1.00 Credits
Member Price: $39
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Financial Statement Insight Trend Analysis Financial Benchmarks
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $79
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Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
Google Sheets 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 is Google Sheets?Key Set Up Steps and AppsKey Strengths and WeaknessesGoogle Sheets vs. Microsoft ExcelGoogle Sheets VersionsQuick Start GuideThings You Can do in Google Sheets that You Can't Do in ExcelGoogle Sheets Add-OnsGoogle Sheets Help Resources
IRS Revenue Officers, Field Collection, and Best Practices
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this course include:Handling field collection personnel (Revenue Officers and their managers)Using the IRM and collection timeframes to leverage resolutionsField collection case processingWorking around the Revenue Officer mentality