CPE Catalog & Events
Preparing for & Conducting Discharge Meetings
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Online
1.00 Credits
Member Price: $39
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
When Leadership Fails
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Online
2.00 Credits
Member Price: $79
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Online
8.00 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Audit 103: Adapting to the Engagement - Complying with SSARS
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and auditsCritical elements of compilation, review, and audit reportsImpact of special purpose accounting frameworks and other special issuesExercise on designing inquiries and analytics in a reviewCase study differentiating the scope of various non-attest and attest servicesAvoiding litigation risks in accounting services
Financial Planning Trends and Opportunities for Clients 2024
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Online
2.00 Credits
Member Price: $89
Cash flow management and budgeting Insurance Investments Education Income tax Retirement Estate Planning Closely-held business owners Marriage, cohabitation and divorce
Artificial Intelligence Fundamentals for CPAs 2024
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Online
4.00 Credits
Member Price: $159
What is intelligence? In what areas are AI processes superior or inferior to humans right now? Brief history of AI and what we've learned thus far. The three phases of AI and the direction they're headed. Examples of competitive applications of AI in the accounting profession.
Ethical Responsibilities for CPAs: Ethics 2024
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Online
4.00 Credits
Member Price: $159
Ethical Responsibilities for CPAs The AICPA Code of Professional Conduct PCAOB Ethical Standards The Sarbanes Oxley Act The Foreign Corrupt Practices Act Circular 230 for Tax Practitioners The Dodd-Frank Banking Reform Act
S Corporations: Tax Planning 2024
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Online
4.00 Credits
Member Price: $159
Overview of the taxation of corporations and shareholders, including making the S corporation election Built-in Gain Tax Planning Self-employment tax and S corporations Distribution tax planning Planning to minimize the impact of loss limitations Tax planning for years with both distributions and losses Termination Planning Tax planning regarding the transfer of appreciated assets to an S corporation Buying and selling S corporations-tax planning ideas Tax considerations of using the QSUB, Section 338(h)(10), or 336(e) elections Tax Issues to consider at the death of S corporation shareholder Stock redemptions as a tax planning tool Accommodating a "non-qualified" investor Trusts and tax-exempt shareholders The second class of stock risks
Microsoft 365 Deployment Bootcamp for Your Practice
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Online
4.00 Credits
Member Price: $149
Specific topics that will be covered:Understanding the full potential of Microsoft 365 to drive efficiency in your practiceBest practices for deploying Microsoft 365 in accounting, tax and advisory firmsDesign your Teams app setup to meet the unique attributes of your practiceUse SharePoint and OneDrive to organize your files and share them securely with your clientsOrganize your thoughts, meeting notes and other content centrally in OneNoteTrack your client engagements and internal projects efficiently and effectively with the Planner appUse Microsoft 365 to document processes, improve client services and increase productivityStep-by-step guide for deployment of Microsoft 365 in your firm based on best practices
Accounting Industry Update 2024
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Online
8.00 Credits
Member Price: $299
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Accounting in the Wake of COVID-19
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Risk assessmentGovernment assistancePandemic-related accounting pronouncementsLearning to be an auditor in a pandemic environmentFinancial statement disclosuresExploring liquidity optionsAccounting tools and techniques for supporting managerial decisionsEngagement and workforce managementOther current events as appropriate
2024 White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $79
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
2024 A Guide to Sampling - Part 2
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Online
2.00 Credits
Member Price: $79
Sampling ICFR Single Audit Sampling
Microsoft 365 Deployment Best Practices
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the "core" Microsoft 365 apps and how they integrate with each otherReview of the key deployment decisions to be madeIdentifying the important settings to establish in the key appsEstablishing organizational policies for using Microsoft 365Developing a plan to educate your team members on how to integrate the apps into their business processesUnderstanding the role of the Admin app and system administrationPlanning for Microsoft Copilot for 365 AI capabilities
Pass-Through and Corporate Annual Tax Update
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Online
5.00 Credits
Member Price: $213
Strategies for tax savings Business entity changes IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
IRS Penalties and Abatements
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Surgent's Time Management for Professionals
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Online
2.00 Credits
Member Price: $99
Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan
Audit 104: Audit Documentation - Workpapers To Pass Review
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Proper documentation as a means of audit qualityFactors impacting the nature and extent of documentationSample workpaper index and other organization tipsUse of audit programs as means of audit documentationChecklist for self-review of workpapers and clearing review notesMultiple exercises on identifying workpaper deficiencies
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Online
4.00 Credits
Member Price: $159
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit