CPE Catalog & Events
Living Trust Administration Workshop 2024
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Online
8.00 Credits
Member Price: $299
The steps in Trust Administration Delaware Tax Trap -its unique use Change of the exemption in 2026 and its impact Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust Preparation of trust accountings Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs
Exploring Internal Controls That Could Have Prevented Frauds
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Examination of actual fraudsDiscussion of internal controls that could have prevented the fraudsContemplation of epiphanies for your own professional scenarios
Communication Skills for Introverts
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Online
2.00 Credits
Member Price: $89
The five areas to improve your communication that will be presented are:ListeningWritingUnderstanding your audienceVirtual communicationNon-verbal Communication
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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Online
2.00 Credits
Member Price: $79
Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
Emerging Issues in Financial Accounting 2024
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Online
3.00 Credits
Member Price: $129
Are we equipped to deal with a resurgence in financial accounting fraud? Private company accounting standards, options and elections The latest on crypto and ESG Accounting and auditing for SAAS arrangements, impairments and going-concern, and debt modification accounting FASB and PCC agenda
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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Online
1.00 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
A Practical Approach to Business Succession Planning 2024
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Online
2.00 Credits
Member Price: $89
Deal considerations Selling outright; selling or transitioning to employees; selling or gifting to family members Relevance of discounts Family transfer issues Buy/sell agreements to plan for ownership changes and help avoid shareholder and family disputes
Risk Assessment for Small Business Audits
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Each element of the risk assessment process:Understanding the client's business and industry in which it operatesInternal controlAssessing the magnitude and likelihood of riskLinking risk assessment to substantive audit procedures
Surgent's Fundamentals of Public Charity Taxation and Form 990
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Online
4.00 Credits
Member Price: $159
Organization and structure of Form 990 Form 990 and its various schedules Form 990 filing requirements The public support tests Taxation of unrelated business income Compensation-related reporting issues
Audit 504: Making Rain - Success with Clients and Prospects
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Continued marketing to existing clientsHow to better connect with existing and prospective clientsMotivating prospective clients to engage with your firmMethods for building value perceptions with existing and prospective clientsDifferentiating your firm from the competition, including translating features into benefitsHandling objections and closing a sale
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
Surgent's Inventory Management, Control and Analysis: Best-in-Class Tools to Achieve Success
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Online
4.00 Credits
Member Price: $159
Inventory management vs. inventory control Inventory analysis methods and KPIs Top inventory management trends Inventory analysis: methods and KPIs Inventory management trends for retailers Inventory management and supply chain management Top trends in warehouse management Supply chain inventory optimization
Anti-Bullying and Sensitivity
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Online
1.00 Credits
Member Price: $39
Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?
Accommodation Requests - Substance Abuse - Contagious Infections
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Online
1.00 Credits
Member Price: $39
Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room
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Online
1.50 Credits
Member Price: $59
Public speaking Presentation Skills Communication Leadership
Cash Conversion Cycle: Tool and Techniques
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Online
2.00 Credits
Member Price: $79
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
Owning an Electric Vehicle: Costs and Considerations
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understand how gas, electric and hybrid vehicles differVehicle typesKnow the costs to purchase, maintain, and charge electric vehiclesAnticipate start-up costs for charging an EV at your business or homeUnderstand charger types and when to use or install each oneOvercoming "range anxiety"
Staff Retention Attract and Keep the Best People
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Online
3.00 Credits
Member Price: $99
Remote workforce Employee retention Staff turnover
2024 Federal Tax Update for Individuals with Doug Van Der Aa
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Online
4.00 Credits
Member Price: $129
Recent federal tax legislation, cases and rulings affecting income of individual taxpayers Review changes to Form 1040 and its related schedules Gross Income, wages, Schedule C and Schedule E Itemized deductions Self-employment health insurance deduction Capital gain and losses, royalties, alternative minimum tax revisions, rate changes, and other legislative provisions Tax planning