CPE Catalog & Events
Tax Collection Defense 2024
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Online
8.00 Credits
Member Price: $299
Assessment and attachment rules-tax assessment procedures and attachment of the assessment lien to property, including community property Tax liens-perfection and priority rules in general and for specific assets and relief from liens Tax levies and seizures-taxpayer rights and defenses; third party rights Dealing with the collection officers and representatives Collection appeals and resolutions Judicial actions: collection due process (CDP), injunctions and IRS suits.
World Class Cost Accounting: A Practical Application 2024
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Online
8.00 Credits
Member Price: $299
Tracing direct costs to products Substantially reduce MFG overhead Embed ABC in MFG cost systems
Money Laundering Awareness for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Online
1.00 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
Are Those Independent Contractors Really Independent Contractors?
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Online
1.00 Credits
Member Price: $39
Classification of workers as employees or independent contractors
Navigating Difficult Conversations with Coworkers
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Online
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership
Performance Targets That Deliver Results Without Burnout
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Online
1.00 Credits
Member Price: $39
Performance target design Target testing
The Role of HR in Business Sustainability
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Online
1.00 Credits
Member Price: $39
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
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
Nonprofit A&A Series Part 2: Revenue Recognition 2024
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Online
2.00 Credits
Member Price: $89
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers, including the application of CECL
Speaking For Impact
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Online
4.00 Credits
Member Price: $129
Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that Rock
Whistleblowers and the Law
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison. Influence of pressures and crime.C-Suite influences and leadership
Basic Individual Taxation Course
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
International Tax Issues for Athletes and Entertainers 2024
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Online
2.00 Credits
Member Price: $89
Determine the residency of an international athlete or entertainer Identify methods to avoid double taxation for US athletes and entertainers operating abroad Know when a foreign athlete or entertainer is subject to tax in the United States Determine how the IRS taxes compensation of foreign athletes and entertainers via withholding taxes Central Withholding Agreements to reduce withholding taxes How treaties can impact the taxation of international athletes and entertainers
Surgent's Strategies for Maximizing Social Security Benefits
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Online
2.00 Credits
Member Price: $99
When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.00 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Surgent's Guide to Payroll Taxes and 1099 Issues
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Online
4.00 Credits
Member Price: $159
Statutory employees, independent contractors, and possible changes to §530 relief Using SS-8 Payroll Tax Penalties -- Who is a responsible person? Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates Understanding payroll tax responsibilities in the gig economy
Create Measures in Power BI that Define Your Metrics
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Audit 304: Auditing Basic Investments - Common Risks
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the most common investment typesTypical audit risks and related audit procedures for common investmentsThe basics of accounting for equity investments in other entitiesUnderstanding common 'plain vanilla' derivatives, like interest rate swapsFair value disclosure, including applying the fair value hierarchy
Roadmap to Ethical Decision Making
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Review the AICPA's Code of Professional Conduct.Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.Discuss the principles of professional conduct.Address compliance with professional standards.Use case studies to address circumstances that may create threats to independence.