CPE Catalog & Events
Tell Me a Story: Don't Just Simply Relay Your Financial Results 2024
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Online
3.00 Credits
Member Price: $129
The creation of memorable messages The science of storytelling Real-world examples of storytelling and their operational impact on the business Ten thoughts for the road Three cases
Fraud-How to Find, How to Prevent 2024
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Online
4.00 Credits
Member Price: $159
Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
Tax Planning-Buying and Selling S Corporations 2024
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Online
4.00 Credits
Member Price: $159
Built-in gain tax, including planning ideas Net excess passive income tax and planning Liquidation of S corps, including special rules related to installment obligations Suspended loss rules, including tax planning opportunities Sect. 338(h)(10) and Sect. 336(e) elections Qualified subchapter S subsidiary election (QSUB) ESOPs Redemption of S corporation stock, including planning opportunities Basics of acquisitive reorganizations as applied to S corporations
Operations Level Internal Control
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Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
Improve Design and Productivity with Excel Tables
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What Excel Tables are and why they are importantLearn how to create Excel Tables from scratchMaster the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliersLearn how Excel Tables uses structured reference formulas to create accurate calculationsHow Excel Tables increase spreadsheet creation productivity
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Online
1.00 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
Understanding and Preventing Budget Calamities
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Online
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
AI Introduction Workshop for CPAs 2024
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Online
3.00 Credits
Member Price: $129
AI terms and a plain English explanation of what they mean How to use ChatGPT for accounting, tax, and technical issues (Excel, Alteryx, etc.) Practical strategies for keeping up with the fast pace of technology An introduction to AI tools in addition to ChatGPT Insight into how other companies are using AI and other emerging technologies
The Value of Conflict: A Strategic Approach to Dealing with Difficult People
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Online
4.00 Credits
Member Price: $129
Conflicts
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Member Price: $129
Business Management Organization
How AI and Synthetic Media Can Transform Your Communication
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Online
1.00 Credits
Member Price: $39
AI Fundamentals for HR Strategic HR Communication Synthetic Media in Onboarding Dynamic Content Management AI-Enhanced Stakeholder Engagement Innovative Training with AI
Feeling Stressed from Change & Uncertainty? How to Stay Positive when Things Get Tough
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Online
1.50 Credits
Member Price: $49
Change management Leadership
ASC 842, Leases: Implementation Issues and Lessons Learned
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:FASB's Accounting Standard Update for Leases (ASC Topic 842)Key differences between ASC Topic 842 and ASC Topic 840Implementation options, entries, practical expedients, and remeasurement-triggering eventsFASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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Online
2.00 Credits
Member Price: $99
Applicable provisions of SECURE Act 2.0 Key features for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA How to determine which employees must be covered
Up Your Influence: How To Get What You want
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Online
2.50 Credits
Member Price: $89
Persuasion Influence
Outlook - Manage Your Inbox With Maximum Efficiency
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Orientation to the Outlook interface and navigationCustomizing your inbox display to meet your preferencesUsing folders to organize your messagesUsing QuickSteps and Rules to automate the processing of inbound emailsTools for deleting and archiving your emailsManaging your junk mail settingsUnderstanding all email option settings
Tax Planning for Small Businesses - Tax Staff Essentials
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Online
4.00 Credits
Member Price: $213
Starting a business - the tax life of a business Selecting a business entity type - Section 199A and the Qualified Business Income deduction Accounting methods Reasonable compensation issues Depreciation, Section 179, and bonus depreciation planning considerations Retirement planning Buy-sell and noncompete agreements Tax considerations when selling a business Partnership hot assets and other look-through provisions
Audit 406: Auditing Revenue Recognition - Common Risks
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Online
2.00 Credits
Member Price: $89
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
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
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Online
4.00 Credits
Member Price: $159
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How COVID-19 has affected compliance and customer service
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
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Online
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types