CPE Catalog & Events
Walter Haig's AICPA Auditing Standards Update
-
Online
8.00 Credits
Member Price: $239
See more dates
The major topics that will be covered in this class include:AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)The new SAS 145 risk assessment requirementsThe new SAS 134 as amended audit reportsHow to fulfill responsibility to detect fraud under AU-C Section 240How to help clients design, implement and maintain their internal controlsTroublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigationHow to perform profitable audits of Small- and medium-Sized Entities (SMEs)
Exchange Transactions vs. Contribution for NPOs
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics that will be covered in this class include:Key changes from recent accounting standard updates affecting the determination of an exchange transaction versus a contributionEnhanced disclosure and reporting requirements for contributionsClarifications related whether a contribution is restricted or conditionalNew definitions related to barriers and right of return or right of release related to conditional contributionsOther important matters contained in ASU Nos. 2014-09 and 2018-08
Prioritizing Mental Health in the Post-COVID Workplace
-
Online
1.00 Credits
Member Price: $39
See more dates
Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
Public Speaking and Confident Communication in Business
-
Online
1.00 Credits
Member Price: $39
See more dates
Communication Public Speaking Presentation Skills
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT
-
Online
2.00 Credits
Member Price: $79
See more dates
AI and ChatGPT Machine learning & predictive transaction tagging Profiles of an improper or corrupt vendor payment Data Sharing Consortium and Split Learning Techniques Cryptocurrency trends and applications from an accountant's perspective
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
-
Online
2.00 Credits
Member Price: $118
See more dates
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
-
Online
8.00 Credits
Member Price: $225
See more dates
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
Cybersecurity 101 for CPAs
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics that will be covered in this class include:The typical IT architecture and technology components that reside in an IT environmentSpecific cybersecurity controls that are applied at each layer within an IT environmentAn overview of common cybersecurity frameworks used within the industry to establish and assess cybersecurity controls
Audit 307: Client and Profitable Engagement Management
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques
Providing Tax Advice: Professional Standards 2024
-
Online
2.00 Credits
Member Price: $89
See more dates
Overview of the various types of advice tax professionals provide clients The preparer penalties The duty to advise clients with regard to potential taxpayer penalties The primary AICPA rules with regard to advising and communicating tax advice Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority
Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact 2024
-
Online
4.00 Credits
Member Price: $159
See more dates
Modeling cash flow and capacity Adaptive Capacity Model Segall's Law
Operations Level Internal Control
-
Online
4.00 Credits
Member Price: $149
See more dates
The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
2024 FASB and AICPA Update
-
Online
8.00 Credits
Member Price: $299
See more dates
Accounting standard updates (ASUs) FASB projects Audit service issues ARSC initiatives, preparation, compilation and review updates, and initiatives AICPA activities and profession update
Staff Tax Training: S Corporations (Form 1120S) 2024
-
Online
16.00 Credits
Member Price: $589
Extensive review of the partnership tax laws with an emphasis on any new legislative changes and Form 1065 (and related schedules) preparation issues Overview of different forms of business entities, including the check-the-box regulations Formation issues, including the mandatory allocation of the 704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1-preparation issues including separately and non-separately stated income and expense items (including the 20% qualified business income (QBI) deduction, 3.8% net investment income tax, business interest deduction limitations, fringe benefits and entertainment expenses) Calculating the tax and 704(b) book capital accounts Understand the substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse and non-recourse debt to the schedule K-1s Deductibility of fringe benefits, including health insurance premiums Guaranteed payments & self-employment tax issues and pitfalls Overview of how partnership losses and deductions can be limited to calculating a partner/member's outside basis and at-risk rules 754 election for optional basis adjustments triggering 743 (transfer of interests) and 734 (distributions) Partnership liquidation and distribution tax ramifications at both the partnership and partner level
Excel - Advanced Formatting to Improve Your Spreadsheets
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics that will be covered in this class include:Customizing cell formatting and cell stylesUsing number and custom number formattingUsing Conditional Formatting to format cells based upon a defined criteriaProtecting a worksheet and workbook to prevent changes
Ethics: 10 Crucial Qualities of High Character CPAs
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Preparation, Compilation, and Review Engagements: Update and Review
-
Online
4.00 Credits
Member Price: $213
See more dates
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard setting projects
Reviewing Individual Tax Returns: What Are You Missing?
-
Online
4.00 Credits
Member Price: $213
See more dates
Section 199A qualified business income deduction Home office Hobby losses Self-employment health insurance Business start-up costs Depreciation Unreported income Schedule C issues Like-kind exchanges Self-employment tax Sections 1202 and 1244 stock Charitable contributions of property
Payroll Essentials: Payroll Returns Done Right
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics covered in this class include:Introduction to common payroll taxes and related payroll formsFiling out, reconciling, and filing payroll returnsDue dates and filing requirements
Surgent's Establishing State Residency and Saving Your Clients Money
-
Online
2.00 Credits
Member Price: $99
See more dates
Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency