CPE Catalog & Events
Excel for Staff Level 2 - Getting More Out of Excel
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics that will be covered in this class include:Overview of setting up spreadsheets for data analysis and how Excel Tables can helpLearning the importance of Consistent Column CalculationsHow to use Conditional Formatting to highlight important informationHow to leverage Excel Tables by analyzing them in PivotTablesLearning to leverage array formulas
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
-
Online
8.00 Credits
Member Price: $225
See more dates
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Excel - Feature Review in 100 minutes
-
Online
2.00 Credits
Member Price: $89
See more dates
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
Multi-year Income Tax Planning in Preparation for the Sunset of TCJA
-
Online
1.50 Credits
Member Price: $94
Planning for individual clients as we head into the sunset of TCJA Tax planning ideas to guide clients through the transition
Leases: Miscellaneous Topics 2024
-
Online
2.00 Credits
Member Price: $89
See more dates
FASB ASC 842, Leases All recently released updates to ASC Topic 842, Leases
Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change
-
Online
2.00 Credits
Member Price: $99
See more dates
Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals
-
Online
2.00 Credits
Member Price: $119
See more dates
The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being
Surgent's Update on the SECURE 2.0 Act
-
Online
2.00 Credits
Member Price: $99
See more dates
Automatic enrollment requirements for 401(k) plans Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62, and 63 Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Improving coverage for part-time workers Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Surgent's What CPAs Should Know About Trust Instruments
-
Online
2.00 Credits
Member Price: $99
See more dates
Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests
The Seven High Quality Questions that Lead to Success & Solutions
-
Online
2.50 Credits
Member Price: $79
See more dates
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
Audit 406: Auditing Revenue Recognition - Common Risks
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics covered in this course include:Generally accepted accounting principles related to sales, including the newest revenue recognition model of Topic 606Common revenue recognition fraud schemes and potential audit responsesAudit responses to significant risks requiring special audit consideration related to revenue recognition
Ethics: How to Give and Receive Criticism the Right Way
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
-
Online
1.00 Credits
Member Price: $39
See more dates
Relationships
Fraud Busters: Controls to Prevent & Detect Fraud
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
What You Can Learn From the Statement of Cash Flows
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
The Social Media Blueprint for Accounting Firms
-
Online
1.00 Credits
Member Price: $55
See more dates
The major topics covered in this course include:An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy.Current trends in lead generation using social platforms.Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts.
Bounded Ethicality: Exploring the Limits of Ethical Behavior
-
Online
1.00 Credits
Member Price: $55
See more dates
The major topics covered in this course include:Internal transparencyImplicit associationConcrete versus abstract processingTemporal biasEthical fading
Keeping Organization Assets Safe 2024
-
Online
2.00 Credits
Member Price: $89
See more dates
What assets are most important for business Protecting important assets
Determining Reasonable Compensation for Owner Employees
-
Online
1.00 Credits
Member Price: $55
See more dates
The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units
2024 White-Collar Crime: What Every CPA Should Know
-
Online
2.00 Credits
Member Price: $79
See more dates
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime