CPE Catalog & Events
Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit
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Online
2.00 Credits
Member Price: $99
The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor How disgruntled independent contractors can use IRS Form 8919 against a former employer When and how to use §530 as a defense in worker classification audits What is "industry practice" for §530 purposes Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees The IRS’s Voluntary Classification Settlement Program — advantages and disadvantages
Surgent's Excel Budgeting Ideas
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Online
2.00 Credits
Member Price: $99
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
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Online
2.00 Credits
Member Price: $99
S corporation earnings layers Observations on earnings layers S corporation basis calculation IRC 351 transactions Four loss tiers Appreciated property distributions
Excel - Create KPI Dashboards for Maximum Impact
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Online
2.00 Credits
Member Price: $89
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
The Bookkeeper Goes to Prison
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Corporate Fraud Risk & Investigations 2024
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Online
4.00 Credits
Member Price: $159
Types of Corporate Fraud Introduction to fraud risk Fraud risk prevention programs Fraud investigations
Everyday Ethics: Doing Well by Doing Good 2024
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Online
4.00 Credits
Member Price: $159
AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230 Implications of the Sarbanes-Oxley Act of 2002 Recent, relevant cases on accounting profession ethics and professional responsibility Areas the partner should pay particular attention to What it means to be a profession and a professional Ethical frameworks
Tax-Exempt Organization and Form 990 Basics 2024
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Online
4.00 Credits
Member Price: $159
Tax exemption and the many types of tax-exempt organizations Private foundation versus public charity Form 990, Form 990-EZ, Form 990-N, Form 1023 and Form 1024 Intermediate sanctions, private inurement and private benefit Public support Unrelated business income tax, including Final Treasury Regulations Special rules, for advertising, bingo and trade shows Update on recent developments
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 2024
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Online
8.00 Credits
Member Price: $299
Financial entity IRS filing status Recent ASC updates affecting nonprofits Inflows and Outflows QuickBooks Desktop Setup Data entry Reporting Governance policies and budgeting
Audit 403: Fraud Trends - Applying Real-Life Lessons
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
2024 The Psychology of Fraud
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Online
1.50 Credits
Member Price: $59
Fraud Fraud Triangle
Preparation, Compilation, and Review Engagements: Update and Review
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Online
4.00 Credits
Member Price: $213
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard setting projects
Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2024
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Online
1.00 Credits
Member Price: $49
Alteryx terminology The complimentary relationship between Alteryx and Excel Importing data into Alteryx: an introduction to the Input Data Tool The Select Records Tool The Dynamic Rename Tool The Output Data Tool
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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Online
1.00 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
Auditing Standards & Audit Quality 2024
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Online
2.00 Credits
Member Price: $89
Key Upcoming Accounting Standards Update (ASU) Adoption Dates FASB Agenda PCC Activity & Standards New Risks Recent ASU's in the last year
Moving Beyond the Basics of Excel
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Using formulas to manipulate and transform dataUsing formulas and reference formulas such as =VLOOKUPUsing pivot tablesUnderstanding Solver to perform multivariate analysis
Surgent's Excel: Mastering PivotTables
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Online
2.00 Credits
Member Price: $99
Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room
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Online
1.50 Credits
Member Price: $59
Public speaking Presentation Skills Communication Leadership