CPE Catalog & Events
Shorten Month-End: Closing Best Practices
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Online
4.00 Credits
Member Price: $149
Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
An Exhaustive Look At Fraud and Ways To Control It
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Online
8.00 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
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 Employer's Handbook: Legal, Tax, and Health Care Issues
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Online
8.00 Credits
Member Price: $279
Hiring and firing issues – What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more Employment contracts – An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work Employment issues in the economy – Telecommuters and other special situations Legal liability issues – Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more Fringe benefit issues – COBRA, Family and Medical Leave Act, and new developments in health care Medical plans – Who is a full-time employee?
Partnership & S Corporation Checkup: Key Developments
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:IRS enforcement against partnershipsNew K-2 and K-3: 2021 partnership and S corporation tax forms on foreign transactionsSale/merger of a partnershipThe new Sub S Form 7203 - shareholder basis computationS corporation compensationPPP loans and the Forms 1065 and 1120-S
Diversity, Inclusion, Equity & Belonging
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Online
1.00 Credits
Member Price: $39
Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
2024 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $79
NOCLAR 529 Plans Recently Issued Interpretations
Surgent's Handling Difficult People
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Online
2.00 Credits
Member Price: $99
Problem solving step process for handling difficult people Effective communication techniques including active listening and phraseology Scripting what you say to prepare to engage with a difficult person Emotions and their impact: mine and theirs
Why Cybersecurity Matters to CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent cybersecurity attacks, their implications, and how weak cybersecurity controls enabled their successSpecific cybersecurity controls that help prevent fraud and support data integrity of financial reportsHow an effective cybersecurity program is needed to reduce losses, prevent fraud, avoid reputational damage, and protect critical data assets
2024 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
Member Price: $129
FRF for SMEs Quality Management Private Company Council
2024 S Corporation Essentials: Review & Update
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Online
4.00 Credits
Member Price: $129
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt Schedules K-2 and K-3 reporting Basis of indebtedness S corporation open account debt Limitation of deduction of losses AAA and distributions
Comprehensive Accounting and Financial Reporting Update
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:CECL for nonfinancial institutions.Accounting for Paycheck Protection Program loans.Accounting for web-hosting services.Revenue recognition.Leases.FASB projects in progress.
Clear. Confident. Compelling. - Communication Strategies for Women in Business
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Online
1.00 Credits
Member Price: $39
You'll Learn: What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you. What your body language may be communicating about your overall confidence, capability, and self-assuredness You'll Find: More effective ways to communicate as a female leader Skills to display and communicate confidence while inspiring trust and increasing credibility
Audit 501: Personality Styles - Improving Your Interactions
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Defining primary personality style characteristicsDetermining your own primary personality style and the style of othersEffectively adapting for improving interactions with various personality stylesLeveraging strengths and minimizing the negative impact of personality weaknessesApplying personality style analysis to real-life situations involving clients, staff, peers and superiors
CyberPsychology: Conquering Insider Threat 2024
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Online
4.00 Credits
Member Price: $159
Exploiting control gaps and control weaknesses Psychological tactics used in attacks A review of robust controls Data access observables, changes in network patterns A review of the audit, HR, IT and management relationships Proactive approaches to recognize evolving risks and avoid breaches
ChatGPT Bootcamp for CPAs with John Higgins
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Dealing With IRS Appeals 2024
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Online
8.00 Credits
Member Price: $299
Opportunities for appealing IRS actions Preparing the case for an appeal Best strategies for handling appeals Alternate dispute resolution options before and after the appeal Appeals of collection and penalty determinations Understanding state appeals for income, sales and employment taxes
Estate Planning: A Comprehensive Overview 2024
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Online
8.00 Credits
Member Price: $299
Intestate succession and probate administration Holding title to assets Lifetime asset transfers and testamentary asset transfer planning Structures to avoid or minimize transfer taxes Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem
Preparation, Compilations and Reviews-A Practical Workshop 2024
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Online
8.00 Credits
Member Price: $299
Preparation, Compilations and Reviews
Common Deficiencies in EBP Audits
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Employee benefit plansAudit procedures and documentation