CPE Catalog & Events
Social Media: The Bare Necessities
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Online
1.00 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
Giving Feedback that Delivers Results
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Online
1.00 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Online
2.00 Credits
Member Price: $79
Accounting Finance Cash Investments
2024 Governmental GAAP Update
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
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
IRS Strategic Plan 2023-2026 and Impacts on US Tax Pros
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the IRS Strategic Plan 2023-2026Key goals and priorities of the IRS Strategic PlanMeasures the IRS plans to take to achieve its goalsImplications of the IRS Strategic Plan for tax professionals and regulatory ethicsChanges to the way the IRS provides services and communicates with taxpayersStrategies for staying up-to-date on IRS policies and proceduresCase studies of the impacts of the IRS Strategic Plan on the accounting profession
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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Online
4.00 Credits
Member Price: $159
Timely coverage of breaking tax legislation A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot, hidden, or miscellaneous developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
2024 Rewards & Recognition Strategies for Leaders
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Online
1.00 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
Forensic and Fraud Interviewing Techniques and Skills
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Online
2.00 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Thinking Like a Quality Control Reviewer
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:AICPA professional standardsEQCR expectationsFirm-specific considerationsBest practices for mitigating the frequency of review pointsBest practices for mitigating the severity of review pointsExamples of common EQCR deficiencies
2024 The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $129
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Personal Leadership Skills
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Online
4.00 Credits
Member Price: $129
Leadership Personality Types Communication Memory
2024 Key Tax Issues Facing Business & Industry
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Online
4.00 Credits
Member Price: $129
Update and review of recent and key tax developments impacting business and industry Tax depreciation update and review Research & Experimentation review and update Interest expense deduction Business losses Travel and entertainment expense rules Independent contractor vs. employee
Excel - Working with Text, Date & Time Functions & Formulas
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerform date and time calculations with the Date & Time functions
2024 Section 174: New Rules for the R&E Deduction
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Online
1.00 Credits
Member Price: $39
Impact of the Section 174 law change requiring capitalization of research and experimental costs Comparison of the Section 41 R&E credit to the Section 174 R&E deduction Financial accounting for R&E costs Required change of accounting method and Form 3115 Revised treatment of software development costs Comprehensive case problems explaining implementation of the law changes
The Controllership Series - Addressing Cash Flow and Forecasting Uncertainty
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Online
1.50 Credits
Member Price: $49
Accounting Finance Cashflow
2024 Best-In-Class Recruiting Strategies
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Online
1.00 Credits
Member Price: $39
Recruiting & Retention Talent Management Employee Engagement
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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Online
2.00 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
2024 The Preparation of Form 706 and 709 - Understanding the Law
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Online
2.00 Credits
Member Price: $79
Estate and Gift Taxation Fundamentals Valuation of Estate Assets Components of the Gross Estate Deductions in Estate Taxation Charitable and Marital Deductions Tax Credits and Their Application
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
Member Price: $79
Documentation Deficiencies