CPE Catalog & Events
Excel - Functions and Formula Shootout
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculations
Personal Financial Planning Strategies: Insurance Issues 2024
-
Online
2.00 Credits
Member Price: $89
Overall insurance concerns Regulatory concerns, potential exposures Various risks surrounding the client and how to manage them Different types of products in the marketplace The tax consequences of each type of insurance
Surgent's Make Resilience Work for You - An Accounting Leader's Guide to a Holistic Approach for Managing Teams
-
Online
2.00 Credits
Member Price: $99
Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes
Surgent's Successfully Completing a Gift Tax Return -- Form 709
-
Online
2.00 Credits
Member Price: $99
Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
Advanced Cybersecurity Awareness in Accounting - What You Need to Know
-
Online
4.00 Credits
Member Price: $159
ChatGPT Bootcamp for CPAs with John Higgins
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Common Deficiencies in EBP Audits
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Employee benefit plansAudit procedures and documentation
Engagement Management with the Microsoft 365 Planner App
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the Planner app features and functionalityStep-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a templateCreating tasks with checklistsAssigning tasksScheduling tasksSetup recurring tasksAttach files to a taskMaintain a task activity journalManage task views with buckets and tagsIntegrate plan schedules with your Outlook calendar.Detailed review of plan / task progress reporting featuresUsing plan templates for recurring engagements
Surgent's IRS Tax Examinations and Hot Issues
-
Online
4.00 Credits
Member Price: $159
Coverage of the Inflation Reduction Act of 2022 Criteria that the IRS uses to select returns for examination Vehicles, meals, and virtual currency considerations Worker classification determinations on who is an employee and who is an independent contractor S corporation officer’s reasonable compensation issues Responsibilities to pay the employment taxes when the business defaults Tax-related identity theft procedures
Navigating Leaves of Absence
-
Online
1.00 Credits
Member Price: $39
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
Networking Works: Build Relationships to Build Your Business
-
Online
1.00 Credits
Member Price: $39
Communication Relationship-building Active listening Public speaking
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
-
Online
1.50 Credits
Member Price: $79
Communication Leadership Character Behavior
Audit 306: Reviewing Workpapers - A Role in Quality Control
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Documentation as a means of audit qualityResponsibilities of the workpaper reviewerAppropriate review notes at various phases of the engagement, including before and after audit report date and report releaseImportant tips for providing reviews notes that will promote an effective and efficient financial statement audit
Surgent's Implementing the New Risk Assessment Standard
-
Online
2.00 Credits
Member Price: $99
The performance of risk assessment procedures to attain the knowledge needed to assess risk How the auditor identifies and assesses the risks of material misstatement The new “stand-back” requirements related to risk assessment
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
-
Online
4.00 Credits
Member Price: $129
10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes
Change: Embrace & Enjoy - It Is Inevitable
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Examples of how the rate of change has morphed over timeExamples of the many changes in accountingHow to enhance your adaptability so you can thrive in a world of change
Power BI - OLAP Formulas & More Time Intelligent Functions
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measures
Buying and Selling Corporate Businesses: Stock Sales 2024
-
Online
4.00 Credits
Member Price: $159
Stock sale vs asset sale S corporation versus C corporation Sale of Qualified Small Business Stock (IRC 1202 and 1045) "Survival" of net operating losses and tax credit carryforwards Planning regarding S corporation suspended losses Section 338, 338(h)(10) or 336(e) elections Qualified Subchapter S Subsidiary Election ( QSUB election) S corporation election termination planning Stock redemptions related to a stock sale
ChatGPT and Complex Financial and HR Conversations
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems
Top Employment Tools to Protect Your Business and Recommend to Business Clients
-
Online
1.00 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements