CPE Catalog & Events
Exploring the New Lease Accounting Standard
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
Surgent's Anatomy of a Ransomware Event and Incident Response
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Online
2.00 Credits
Member Price: $99
What is ransomware? The growing threat of ransomware — statistics Remote working and COVID-19 Ransomware infection process Incident response protocol Business considerations Legal considerations Breach notification obligations Steps to protect against malware Tabletop exercise
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Online
2.00 Credits
Member Price: $99
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
AICPA Audit Quality Update and Quality Management Standards
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Analysis of the AICPA's Enhancing Audit Quality InitiativeTrends in audit qualityLatest on the DOL's audit quality studyPeer review findings and practice tips for achieving high practice qualityAICPA's new SQMS - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB and IAASB quality management standards and the potential impact on AICPA standards
Senior Healthcare Strategies 2024
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Online
4.00 Credits
Member Price: $159
The interrelationship of health, happiness, and financial well-being Traditional long-term care insurance, hybrid strategies, or self insure? Medicare Parts A, B, C, and D and Medigap plans Incapacity, elder law, Medicaid, and choosing a long-term care facility Hospice and palliative care
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results
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Online
1.00 Credits
Member Price: $39
Relationships
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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Online
1.50 Credits
Member Price: $79
Communication Leadership Character Behavior
Adobe Acrobat Tips for Working with PDF Files
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Review of all that Adobe Acrobat has to offerOrganizing your PDFs with bookmarks, links, file attachments and moreFormatting the presentation of PDFs with headers, footers and watermarksCreating and processing fillable formsProcessing documents for e-signatureTips for converting email messages, documents and spreadsheets into PDF formatCombining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality
Let's End Business Ethics
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Online
2.00 Credits
Member Price: $79
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Personal Leadership Skills
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Online
4.00 Credits
Member Price: $129
Leadership Personality Types Communication Memory
2024 Fiduciary Accounting for Estates and Trusts
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Online
4.00 Credits
Member Price: $129
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Teaching CPAs to be Better Thinkers
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Decluttering your mind for clarity and mental bandwidth"Micro-habits" that transform judgment and decision-makingA "thinking audit" process that will change your worldUsing "gamification" to solve tough dilemmasThe science of trustHow to see patterns others don't seeRegulating and optimizing your mental resourcesHigh-stakes decision making
2024 Performance Auditing Made Easy
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Online
1.50 Credits
Member Price: $59
Performance audit standards Performance audit types Performance audit objectives
Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
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Online
2.00 Credits
Member Price: $99
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
Surgent's Mastering Accounting for Income Taxes
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Online
4.00 Credits
Member Price: $159
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes
COSO's Internal Control Framework Essentials
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Online
4.00 Credits
Member Price: $213
Components and principles of internal control Concepts associated with the COSO framework Management responsibilities versus auditor responsibilities Common significant accounting processes Tools and techniques used for internal control documentation
2024 Annual Update for Governments & Not-for-Profits
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:New GASB standardsGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences.Accounting Standard Updates issued by the FASBNot-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.Yellow Book and Single Audit engagements.Changes in the 2024 Compliance SupplementChanges to the Uniform GuidanceCommon deficiencies identified by the federal agencies and peer reviewers.
Documenting Your EBP Audit: What You Need to Know
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Online
8.00 Credits
Member Price: $332
Audit planning Risk assessment and control testing Documentation best practices for investments and notes receivable Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense Participant data and participant accounts Initial audits, plan mergers, and other issues
Surgent's Annual Accounting and Auditing Update
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Online
8.00 Credits
Member Price: $299
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms
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Online
8.00 Credits
Member Price: $279
Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Effects of the CARES and Tax Relief Acts on trusts: §461(l) Excess Business Loss Limitation, NOL, §163(j) modifications, new employer credits Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms