CPE Catalog & Events
Surgent's What CPAs Should Know About Trust Instruments
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Online
2.00 Credits
Member Price: $99
Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $99
Social Security Retirement Asset allocation Fraud
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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Online
3.00 Credits
Member Price: $169
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
Nonprofit Accounting and Financial Reporting Explained
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Online
8.00 Credits
Member Price: $225
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures Executive summary of recent Accounting Standards Updates Overview of fair value disclosure requirements and implementation issues Discussion of issues related to donor-restricted endowment funds Classification of net assets and reclassifications Endowments, including accounting, disclosures and UPMIFA Noncascontributions Contributions received and receivable Expense recognition issues Reporting expenses by function and nature Other relevant matters unique to the nonprofit environment
Electronic Audit Evidence in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Audit evidenceEmployee benefit plans
2024 Upholding Independence While Holding Your Client's Hand
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Online
2.00 Credits
Member Price: $79
Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence Review the AICPA's Code of Professional Conduct Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters
Audit 303: Internal Controls - Required Communications
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The required communication of internal control matters noted on an auditEvaluating the severity of identified deficiencies, including consideration of qualitative considerationsImportance of placing a priority on being a value-added business advisorAnticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or complianceComponents of a well-written internal control commentBetter writing tips and techniques
2024 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Online
4.00 Credits
Member Price: $129
2024 Compliance Supplement Uniform Guidance Quality Management Yellow Book
Money Laundering 101 for CPAs
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
ChatGPT and Advanced Financial Analysis for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Online
1.00 Credits
Member Price: $39
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Member Price: $39
Accounting Finance
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $79
Net Assets Contributions Endowments Programmatic Investments
2024 Fiduciary Accounting: Fundamentals & Rules
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Online
2.00 Credits
Member Price: $79
Fundamentals of fiduciary accounting Uniform Principal and Income Act Mandatory and discretionary allocations and adjustments Address the trustees ability to override the fallback rules Review the contents of a proper set of trust accounting statements
Eight Strategies for Mastering the AI Wave 2024
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Online
2.00 Credits
Member Price: $89
The challenge of the pace of AI and emerging technologies The relationship between technology and productivity Increase your productivity with tools you already use Recognize the relationship between productivity and value
Grading Your Auditors - Are You Getting the Most Value?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Limitations in roles and responsibilities an auditor can accept without impairing independenceAssessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstancesEvaluating your auditor's time and project management stillsGrading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit
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
Crypto Fundamentals for Accounting 2024
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Online
2.50 Credits
Member Price: $89
2024 Tax Season Update with Steve Dilley
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Online
4.00 Credits
Member Price: $225
Update and integration of recent tax legislation impacting 2024 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.00 Credits
Member Price: $39
Accounting Finance