CPE Catalog & Events
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Member Price: $39
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Mental Health Awareness
Social Media: The Bare Necessities
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Online
1.00 Credits
Member Price: $39
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Communication Social Media Marketing Publicity Public Relations Business Strategy
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Online
2.00 Credits
Member Price: $79
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Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Surgent's Hiring and Firing of Employees - What You Can and Cannot Do
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Online
2.00 Credits
Member Price: $99
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Employment at will—what this means in a practical sense Implied employment contracts What a prospective employer can ask about, and test for, during employment interviews Federal anti-discrimination rules applicable to hiring and firing How to fire an employee and not get sued Hiring and firing during a pandemic
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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Online
2.00 Credits
Member Price: $99
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Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
Whistleblowers and the Law
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison. Influence of pressures and crime.C-Suite influences and leadership
Audit 407: Auditing Contingencies and Going Concern
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Overview of contingencies and related disclosuresIdentifying and determining proper accounting treatment for litigation, claims and assessmentsEvaluating the sufficiency of attorney's letter responses for audit evidenceEvaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of timeAuditing managements assumptions in making the going concern evaluationProper application of the liquidation basis of accounting
What Every CPA Should Know About Fraud 2024
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Online
4.00 Credits
Member Price: $159
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How is fraud detected? The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls
CFO Solutions to IRS Problems
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
Comprehensive Partnership Taxation Form 1065 2024
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Online
8.00 Credits
Member Price: $299
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Special and Targeted allocations Proper calculation of outside and inside tax basis Tax consequences of distributions including the impact of "hot assets" Transfer of partnership interests Issuance of partnership interests to service partners
Real Estate Taxation 2024
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Online
8.00 Credits
Member Price: $299
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California property taxation-updated in light of Proposition 19 passage Qualified business income deductions [IRC Sec. 199A] Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2] Passive activities loss rules [IRC Sec. 469] Real estate professional rules [IRC Sec. 469(c)(7)] Interest expense deduction rules [IRC Sec. 163] Home sale exclusion [IRC Sec. 121] 1031 exchanges Estate planning and gifting with real estate
Aligning Analytics to COSO's Fraud Risk Management Principles
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Online
1.00 Credits
Member Price: $39
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COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
A Better Way to Choose Your KPIs
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Online
1.00 Credits
Member Price: $39
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KPIs Performance measures Metrics
Giving Feedback that Delivers Results
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Online
1.00 Credits
Member Price: $39
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Communicaiton Performance Reviews Feedback Management Leadership
2024 Was It Fraud or Just Poor Audit Quality?
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Online
1.50 Credits
Member Price: $59
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Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Excel - Create KPI Dashboards for Maximum Impact
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard
Auditing Impairment of Long-Lived Assets
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Indicators of impairmentSteps to recoverability testing for long-lived assets held and usedGrouping assets held and usedAllocating impairment loss and disclosuresTesting indefinite-lived intangibles for impairment, including goodwillValuation techniques for determining a reporting unit's fair value
International Tax Issues for Athletes and Entertainers 2024
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Online
2.00 Credits
Member Price: $89
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Determine the residency of an international athlete or entertainer Identify methods to avoid double taxation for US athletes and entertainers operating abroad Know when a foreign athlete or entertainer is subject to tax in the United States Determine how the IRS taxes compensation of foreign athletes and entertainers via withholding taxes Central Withholding Agreements to reduce withholding taxes How treaties can impact the taxation of international athletes and entertainers
Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
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Online
4.00 Credits
Member Price: $159
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Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts – the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets
Audit 408: Coaching Staff to Stay on the Right Track
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Different ways to appropriately motivate others for performance, including nonmonetary awardsModifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for successTips for engaging in difficult conversations with others, including staff, peers, supervisors and clientsGiving constructive negative feedback to staff, including creating an action plan for improvement