CPE Catalog & Events
Payroll Essentials: Getting to Know Payroll Taxes
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:The various types of payroll taxes related to compensationPayroll calculations related to the various of payroll taxesIntroduction to common payroll formsResources, recommendations, and guidance on compensation and payroll related topics
Ethical Considerations in Working with Cannabis
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
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
Asset Misappropriation - Let Me Count the Ways
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Online
2.00 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
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?
Accounting Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Member Price: $79
Embezzlement Theft of public money Circumstances that allowed the fraud to occur
Inventory, Expense and Payroll Fraud
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Online
2.00 Credits
Member Price: $79
Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
The SECURE Act 2.0 - Planning Opportunities for Employers
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Online
1.00 Credits
Member Price: $39
Implications for Employers Starter § 401(k) plans for small employers Requiring automatic 401(k) enrollment Improving worker access to emergency savings Increasing part-time workers’ access to retirement accounts Statute of Limitations on excise taxes imposed on overcontributions to retirement plans Multiple employer §403(b) plans Automatic portability provisions Other changes in the administration of company retirement plans
Advanced Negotiations: Beyond Getting to Yes
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this class include:What happens when you are in a negotiationPreparing to negotiateGet your counterpart to solve the problemNegotiation JujitsuReading your counterpart
The SECURE Act 2.0 - Planning Opportunities for Individuals
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Online
1.00 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
2024 Resolving Ethical Dilemmas-You Make the Call
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Online
1.50 Credits
Member Price: $59
Ethical frameworks Threats and safeguards to objectivity and independence
2024 I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Member Price: $79
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
2023 Taking a Global View of Professional Ethics
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Online
2.00 Credits
Member Price: $79
What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
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Online
2.00 Credits
Member Price: $99
Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections
Just Ask Why - Searching for Answers: Generating Solutions
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Online
4.00 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
Construction Contractors: Auditing Considerations
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Online
4.00 Credits
Member Price: $213
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key internal controls Substantive procedures for long-term contractors
What's Going on at the GASB (2024)
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.GASB standards coming down the pike.
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
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Online
8.00 Credits
Member Price: $279
Schedules K-2 and K-3 and filing exceptions Form 7203 IRS Tax Pro Account IRS modernization initiatives Information Returns Intake System (IRIS) Identity Theft warnings IRS guidance for the marijuana industry “Recycled” Form 1099-NEC to report nonemployee compensation Form 1065 steps for reporting capital Centralized audit regime; late filing penalties and small partnership relief “Substance over Form” argument of shareholder loans Advanced study of “At-Risk” loans Employer W-2 correction requests White House 2024 Budget Points Don't get caught watching the paint dry -- What is hot and new What is terminating S corporations today? Special allocation issues of §704 Final regulations for allocating depreciation recapture to partners and members of LLCs
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance Timely coverage of breaking tax legislation Form 1099-K reporting requirements Detailed analysis and examples of Sale of Pass-through Entity Interest and Net Investment Income Tax The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule New FinCEN reporting requirements under the Corporate Transparency Act in 2024 Employee Retention Tax Credit updates Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates,retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEsUpdate and review of the tax and cash special purpose frameworksUpdate and review of the AICPA Financial Reporting Framework for SMEsUpdate on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation