CPE Catalog & Events
2024 Estate and Financial Planning for the Older Client
-
Online
8.00 Credits
Member Price: $225
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
Online
2.00 Credits
Member Price: $79
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Aligning Analytics to COSO's Fraud Risk Management Principles
-
Online
1.00 Credits
Member Price: $39
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
Long-Term Care Insurance: Make the Switch
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The need to fund for long-term care in AmericaClient's attitudes and misconceptionsInnovative long-term care solutions and funding
The Art of Conversation: A Relationship Approach to Networking
-
Online
2.00 Credits
Member Price: $79
Networking Relationship Management
Surgent's Construction Contractors: Accounting and Financial Reporting Issues
-
Online
4.00 Credits
Member Price: $159
Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety The new lease FASB ASC and its impact on the construction industry
Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
-
Online
4.00 Credits
Member Price: $159
The latest guidance from the IRS provided through regulations or administrative announcements Reporting requirements for all relevant pass-through entities Reporting for multiple activities within one entity Allocating common items among multiple activities Section 199A Schedule K-1 reporting for tiered entities Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property Allocating §199A relevant amounts to beneficiaries of trusts using DNI Handling separately stated items for which qualified business income status is determined at the shareholder or partner level The effects of ownership changes on §199A reporting on Schedule K-1 Reporting publicly traded partnership income and REIT income to the partners or shareholders Reporting aggregated activities Allocating §199A amounts to partners when special allocations have been made by the partnership
Adobe Acrobat - Increase Your Productivity With PDF Files
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markup PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365
AICPA's Annual Federal Tax Update
-
Online
8.00 Credits
Member Price: $332
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
Critical Business Risks: Identifying Your Blindspots
-
Online
7.50 Credits
Member Price: $305
Key risks that may arise relating to: Digitalization of society Public distrust in business Trade tensions The impact of transitioning toward the circular economy Economic and social inequalities The changing regulatory environment
Managing Current Fraud Trends in a Shifting Environment
-
Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit
-
Online
8.00 Credits
Member Price: $279
Refining key planning and general auditing considerations to the not-for-profit environment Characteristics of not-for-profit financial statements that require special attention The auditor’s consideration of fraud in auditing a not-for-profit entity Audit procedures to become comfortable with management’s recording and reporting of contributions and promises to give Auditing how a not-for-profit entity gets from natural expenses to functional expenses Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements Considerations related to Yellow Book and single audits
The Best Federal Tax Update Course by Surgent
-
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
Accountants, Meet Chatbot: Starting ChatGPT Conversations
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT BasicsCustom InstructionsPlaygroundOpenAI API KeyChatGPT in BingChatGPT in ExcelMicrosoft 365 CopilotChatGPT in Google SheetsChatGPT in Google DocsPluginsCode InterpreterUsing ChatGPT for Financial AnalysisChatGPT File UploaderChatPDF
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
-
Online
1.00 Credits
Member Price: $39
Emotional Intelligence Management Skills Teamwork Customer Relations
Appreciation Intelligence: The New AI
-
Online
1.00 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
The Great Divide - Successful Collaboration Across Generations for HR Professionals
-
Online
1.00 Credits
Member Price: $39
Diversity Inclusion Generations Leadership Engagement
Maintaining a Harmonious Working Environment
-
Online
1.00 Credits
Member Price: $39
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
Mastering Charitable Remainder Trusts and Form 5227Compliance
-
Online
2.00 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Reviewing Individual Tax Returns
-
Online
2.00 Credits
Member Price: $118
Passive-activity losses Qualified business income deduction Home office Schedule C activity and hobby losses Business startups and deductions Alimony Discharge of debt