CPE Catalog & Events
The Role of HR in Business Sustainability
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Online
1.00 Credits
Member Price: $39
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
Balancing Employee and Employer Rights
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Online
1.00 Credits
Member Price: $39
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.00 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Collaborative Communications: Working with Diverse Styles
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Online
2.50 Credits
Member Price: $89
Communications
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Online
4.00 Credits
Member Price: $129
Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
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Online
1.00 Credits
Member Price: $39
Relationships
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.50 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
A Coach Approach to Feedback: How To Have an Action Oriented Conversation
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Online
2.00 Credits
Member Price: $79
Feedback
Connected Leadership: Foster and Retain an Engaged Team
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Online
2.00 Credits
Member Price: $79
Leadership
Negotiation Strategy: What to do Before, During and After
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Online
1.50 Credits
Member Price: $69
negotiation
IRS Penalties and Abatements
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Online
2.00 Credits
Member Price: $79
Rules on waiver of penalties and interests Various forms and procedures for requesting relief First Time Abatement: Requirements and procedures How an individual taxpayer qualifies for Reasonable Cause abatement Procedures for requesting refund of paid penalties Available administrative options
IRS Case Roadblocks
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Administrative strategies for resolving a TFRP assessmentHow to prepare for negotiating an installment agreementTips for handling apathetic or indifferent Revenue OfficersHow to stage different case obstacles and roadblocks through completion
Financial Accounting for Related Party Transactions
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:FASB codification provisions for transactions with related parties, including business owners and special purpose entities.Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.Review the tax accounting related taxpayer standards.Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards.
Surgent's Required Minimum Distributions: Compliance and Planning
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Online
4.00 Credits
Member Price: $159
Minimum distribution requirement changes by the SECURE Act 2.0 Latest guidance issued by the IRS related to required minimum distributions The calculation of required minimum distributions using the Uniform Life Table Required minimum distributions from multiple accounts New §401(k) rules of SECURE Act 2.0 Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act Required minimum distributions in the year of death Roth conversions for estate planning and avoiding required minimum distributions Timing of distributions for maximum tax-free compounding Section 529 rollovers to Roth accounts under SECURE Act 2.0 Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs Taxation of distributions Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes
Fraud, Controls & Ethics: Best Practices & Case Studies
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Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards
Introduction to Yellow Book: 8-Credit Boot Camp
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The key financial reporting differences for governmental and nonprofit entities.The fundamentals of Yellow Book and Uniform Guidance audits.
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 Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing
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Online
8.00 Credits
Member Price: $299
Developing issues related to Yellow Book audits and single audits Key AICPA developments affecting audits of governments and nonprofits (including SAS No. 145 on risk assessment) Recent GASB activities directed toward state and local governments (e.g., the implementation of GASB Nos. 100 and 101, and additional GASB projects) Lessons learned by nonprofits (and lessons remaining) from the implementation of FASB ASC 842, Leases and ASU No. 2020-07 related to contributions of nonfinancial assets Other issues related to nonprofits
The Best Individual Income Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
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