CPE Catalog & Events
Erase the Mark: Best Practices in Penalty Abatement
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Surgent's Auto and Energy-Related Tax Credits
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Online
2.00 Credits
Member Price: $99
How a purchaser of an energy-efficient clean vehicle claims a credit The energy efficient home improvement credit The Residential Clean Energy Credit The clean vehicle credit The previously owned clean vehicle credit The qualified commercial clean vehicle credit Transfers of credits to an unrelated transferee Seller report information for buyers of new and previously owned clean vehicle credits Registering a dealer for dealer reporting and Clean Vehicle Tax Credit transfers
Surgent's Critical Conversations
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Online
2.00 Credits
Member Price: $99
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
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
Understanding Fraud Psychology and Motivation of Fraudsters Detection and Prevention Strategies Real World Case Studies Effective Fraud Management
Connected Leadership: Foster and Retain an Engaged Team
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Online
2.00 Credits
Member Price: $79
Leadership
CFO Series: Tactics to Reduce Investment: 2nd Strategy ROI
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Cost of capitalWhat do investors want?What does my capital really cost?How can we approximate the cost?Utilizing the Du Pont Formula in a discounted cash flow world.Increasing asset utilizationWhat should we do, and what should we allow others to do?Buying the right equipment at the right price.Increasing throughput.Complexity – the capacity thief.Process choicesShould we automate?Should we lease or purchase?Impact of automation on risk and return?
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Online
2.00 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
Charitable Giving Strategies 2024
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Online
4.00 Credits
Member Price: $159
Gifts of cash and property Percentage limitations and substantiation requirements Gifts of partial interests in property and transfers in trust Community foundations, donor advised funds, and private foundations
Peer Review Update 2024
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Online
4.00 Credits
Member Price: $159
AICPA Peer Review Standards Frequent errors Different types of peer review reports Peer Review Process
A Culture of Regulatory Ethics: A Competitive Advantage
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Does it pay for a company to have strong ethics?Can you measure the financial impact of ethics?Does ethics make a difference in financial performance?Can ethics be used as a competitive advantage?What sets the CPA designation apart?AICPA Code of Professional Conduct & the Conceptual Framework ApproachEthics as a marketing toolPersonalizing your Code of EthicsFour building blocks of ethical cultureWhat influences employee behavior?Ethical researchBuilding trust in organizationsMaintaining objectivity in difficult situations
Cultural Transformation
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture
Audit 503: Management - Being a Balanced Leader-Manager
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Differentiating between managing and leading, while highlighting the importance of eachAssessing your own natural management and leadership styleAdapting management and leadership styles to the specific circumstancesBecoming a catalyst for positive changeOvercoming barriers to successfully managing and leadingSuccessfully engaging in difficult conversations to minimize performance issues and conflict
Creating a Culture of Trust: Build Loyal and Engaged Teams
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Online
1.50 Credits
Member Price: $59
Culture Trust
2024 Single Audit Update
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Online
2.00 Credits
Member Price: $79
2024 Compliance Supplement Uniform Guidance Common Deficiencies
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
Excel - Feature Review in 100 minutes
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences
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Online
1.00 Credits
Member Price: $39
Emotional Intelligence Communication Teamwork
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
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Online
1.00 Credits
Member Price: $39
Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 2024
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Online
2.00 Credits
Member Price: $89
Review of sample returns with illustrations of most forms of gifts How to meet the adequate disclosure requirements Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse Electing in or out of GST allocations with indirect skips
Navigating Tax Court for Non-Lawyers 2024
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Online
2.00 Credits
Member Price: $89
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