CPE Catalog & Events
The Controller Function - Cash and Investments
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Online
1.40 Credits
Member Price: $59
Accounting Finance
HR Investigations - Episode 3 - Gathering-Analyzing-Reporting
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Online
1.00 Credits
Member Price: $59
Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying
ChatGPT and IRS Taxation Law Research
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting
Auditing For Fraud
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Online
2.00 Credits
Member Price: $109
Auditing Fraud
Cryptocurrency 15 Years Later - A Market Update
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Update on the cryptocurrency marketplaceCryptocurrency exchanges - the good, the bad and the uglyOverview of cryptocurrency taxation regulationsThe technology behind cryptocurrency - Proof of stake, Layer 2, wallets and moreBlockchain technology update
What's Changing in Risk Assessment
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Online
2.00 Credits
Member Price: $109
Auditing Yellowbook
Global Internal Audit Standards (GIAS) Domain III - Part 1
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Online
2.50 Credits
Member Price: $109
Internal Audit GIAS IPPF Standards Accounting Internal Controls
Integrity, Objectivity and Judgment: Values in Action
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:AICPA Code of Conduct: Integrity and ObjectivityCase Study: Mortgage crisis of 2007-2010Case Study: World Com
Managerial Accounting: Your Prescription for Better Decision
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Surgent's Annual Accounting and Auditing Update
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Online
8.00 Credits
Member Price: $299
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures Statement on Quality Management Standards: SQMS 1, SQMS 2, and SQMS 3 Post-Implementation Review Report for revenue recognition under ASC 606 and best practices in applying ASC 606 Fraud case studies Recently issued SASs and other AICPA activity Recently issued PCAOB standards and SEC rulemaking activities Other important A&A practice matters
Hot Topics Audit & Attest Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
Surgent's Choosing the Right Business Entity
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Online
2.00 Credits
Member Price: $99
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.
Forensic Accounting: Court Approved Methods of Proof
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.
AI Prompt Engineering Masterclass for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.
1040 Tax Prep Automation with AI Tools
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.
Generation Intelligence: Navigating the Generational Divide
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Online
1.00 Credits
Member Price: $59
Generations
Minimizing Workplace Warfare
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Online
1.20 Credits
Member Price: $59
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Business Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:2021/22 legislation impacting business taxpayersExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions
Preparation, Compilation and Review Issues - Highlights 25-26
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Online
2.00 Credits
Member Price: $99
AR-C 60 AR-C 70 AR-C 80 and AR-C 90
S Corporation Essentials: Stock & Loan Basis Reporting
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Online
2.00 Credits
Member Price: $109
Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions