CPE Catalog & Events
Addressing Conflicts of Interest and Errors on Tax Returns 2024
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Online
2.00 Credits
Member Price: $89
Overview of the rules about discovering an error in a return either when rendering future preparation services or during representation in an administrative proceeding Discussion of the duty to 'advise' clients concerning potential taxpayer penalties associated with discovering an error or omission Discussion of the Circular 230 requirements when a conflict of interest exists in a client engagement Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority
Monthly Federal Tax Updates - October 2024
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Revenue Recognition for Private Entities 2024
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Online
4.00 Credits
Member Price: $159
Analysis of requirements for revenue recognition under ASC 606 Discussion of the requirements for auditing revenue transactions Analysis of internal control and fraud risk aspects Identification of high-risk areas of revenue recognition Suggested procedures for identified risks
Excel - Using PivotTables for Data Analysis
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Payroll Essentials: Payroll Returns Done Right
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Introduction to common payroll taxes and related payroll formsFiling out, reconciling, and filing payroll returnsDue dates and filing requirements
2024 Was It Fraud or Just Poor Audit Quality?
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Online
1.50 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Online
2.00 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Ethics: IRS Behavioral Insights for Accountants
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Online
2.00 Credits
Member Price: $89
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Coaching Skills That Improve Performance
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Online
4.00 Credits
Member Price: $129
Coaching Effective Communication
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Online
4.00 Credits
Member Price: $129
Business Management Organization
Reviewing Individual Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $213
Section 199A qualified business income deduction Home office Hobby losses Self-employment health insurance Business start-up costs Depreciation Unreported income Schedule C issues Like-kind exchanges Self-employment tax Sections 1202 and 1244 stock Charitable contributions of property
Due Diligence Requirements: Circular 230 and Other Professional Standards 2024
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Online
2.00 Credits
Member Price: $89
Due diligence requirements under Treasury guidance, including supervisory responsibilities Due diligence requirements under professional standards Increased expectations for inquiry and analysis? Meeting increased expectations: informing clients and defensive measures for practitioners Due diligence for preparer advice responsibilities
Leadershift Ethics: Things Must Change!
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
Surgent's Food, Beverage, and Entertainment Expensing
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Online
2.00 Credits
Member Price: $99
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment
Microsoft Outlook "Must Know" Email Tips
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $159
Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB’s Technical Agenda Leases – Topic 842 Review of SAS No. 142 – Audit Evidence Recently issued SASs and other AICPA activity Detailed review of SAS No. 145 Other important A&A practice matters
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
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Online
1.00 Credits
Member Price: $59
Ethical duty to safeguard employee, client, and litigant data Common threats, including phishing, ransomware, and bad password management Security management of business and personal electronic devices Best practices for creating and securing passwords Insight into how our personal information is exploited in our daily lives
HR Guide to Evolving Business Strategy, Finance and Development
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Online
1.00 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
Governmental Accounting 101
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Online
2.00 Credits
Member Price: $79
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Learn best practices when designing your spreadsheets How to create a proper worksheet structureLearn to use Excel's built in features to find errorsHow to create your custom controls to prevent and find errorsUsing links to quickly move to controlsUsing Conditional Formatting to highlight errors