CPE Catalog & Events
Governmental Accounting 101
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Online
2.00 Credits
Member Price: $79
Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
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
Understanding BBA Partnership Adjustments Procedure 2024
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Online
2.00 Credits
Member Price: $89
BBA partnership audits procedure Ethical issues for practitioners
Personal Leadership Skills
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Online
4.00 Credits
Member Price: $129
Leadership Personality Types Communication Memory
2024 Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A
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Online
4.00 Credits
Member Price: $129
S corporations) entity’s reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction Definition of self-rental property – both for Sections 199A and 469 Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1 Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2 Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules A deep-dive look at the Section 199A flow-through entities deduction Calculation of qualified business income Application to rental real estate – “safe harbor” rule and aggregation rules
Excel for Staff Level 1 - What You Never Learned
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Navigating around worksheetsSelecting cells and rangesHow to use custom number formattingHow to leverage ViewsHow to build better formulas with referenced variables and defined namesLearn to quickly format cells with Cell StylesLearn proper worksheet structure
Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Surgent's A Complete Guide to Offers in Compromise
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Online
2.00 Credits
Member Price: $119
Legislative history American Jobs Creation Act of 2004 and changes to IRC Section 6159 Comprehensive coverage of the three main types of OIC Doubts as to collectability (DATC) Doubts as to liability (DATL) Effective tax administration (ETA) Hybrid of DATC Detailed walk-through of the process and key terms Practical solutions and success rates Various scams
Surgent's The Essential Multistate Tax Update
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Online
4.00 Credits
Member Price: $159
Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Audit 502: The Art of Discipline and Getting Things Done
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting, and staying, organizedManaging stress for yourself and othersManaging productive meetings
Surgent's Building Your Personal Brand
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Online
1.00 Credits
Member Price: $79
The relevance of brand vs. reputation Key components of a personal brand Breaking down the who, what, where, when, why, and how of creating a personal brand
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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Online
1.00 Credits
Member Price: $39
Communication Leadership Character Behavior
Business Communication Essentials (Dynamic Communication in the Workplace)
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Online
1.00 Credits
Member Price: $39
Communication Feedback Management Leadership
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $79
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
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.
2024 Partnership Essentials: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $79
Importance of capital accounts Reporting negative tax basis Tax accounting for property contributed to a partnership Pre-contribution appreciation Effect of the Ceiling Rule Allocation of depreciation to partners Alternative and Remedial Methods Effect on financial capital accounts Form 1065, Schedule K-1 Tax basis capital accounts
Dashboard and Report Design Principles Using Excel
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Online
4.00 Credits
Member Price: $129
How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
Coaching Skills That Improve Performance
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Online
4.00 Credits
Member Price: $129
Coaching Effective Communication
2024 Tax Season Update for Individuals with Steve Dilley
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Online
4.00 Credits
Member Price: $129
Update and integration of recent tax legislation impacting 2024 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2025 tax rate schedule and other inflation adjusted items; Passive activity and hobby loss rules changes