CPE Catalog & Events
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
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Online
3.00 Credits
Member Price: $129
Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession
Corporate Ethics Cases: Discuss Real Life Conflicts
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Online
4.00 Credits
Member Price: $159
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Tax Power Ethics for Tax Professionals
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Online
2.00 Credits
Member Price: $109
AICPA Code of Professional Conduct and interpretations Statements on Standards for Tax Services Tax preparer standards in the Internal Revenue Code Rules for practice with and before the IRS, including IRS Circular 230 New developments Best practices and case studies
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Online
2.00 Credits
Member Price: $89
We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.
1 Hour - Introduction to Sustainability Accounting
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Online
1.00 Credits
Member Price: $59
History of Sustainability Accounting Sustainability Metrics for Industry Published Sustainability Standards
The Controller Function - Strategic and Annual Planning
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Online
1.20 Credits
Member Price: $59
Accounting Finance Auditing
Global Internal Audit Standards (GIAS) Domain II - Part 2
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Online
2.00 Credits
Member Price: $109
Internal Audit Standards GIAS Accounting Internal Controls
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $109
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a "tax basis capital account" - how do the financial accounting and tax capital accounts differ from one another How to determine a partner's share of the partnership's liabilities Distinguishing "recourse" loans from "nonrecourse" loans What are "qualified nonrecourse financing" & loans and how they affect partners Section 704 "built-in gain or loss" & ules and how they impact Schedule K-1 reporting Section 465 "at risk" rules and how they impact Schedule K-1 reporting
Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes
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Online
2.00 Credits
Member Price: $99
Major 2025 tax form changes as they relate to individual taxpayers Key new tax developments as they relate to 2025 and how they impact the 2025 tax forms
Surgent's Understanding Non-Compete Agreements
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Online
2.00 Credits
Member Price: $99
Review of the current legal and regulatory framework surrounding non-compete agreements Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.50 Credits
Member Price: $109
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Common Yellow Book & Single Audit Deficiencies
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Online
4.00 Credits
Member Price: $159
Auditing Yellowbook COVID-related funds
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Ethical AI Practices for CPAs: Ensuring Responsible Use
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding ethical implications of AIData privacy and security considerationsCompliance with regulations and professional standardsDeveloping ethical AI policies and procedures
Surgent's Management Fundamentals
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Online
4.00 Credits
Member Price: $159
What it takes to be effective as a manager Exploring the challenges that get in the way Looking at the driving forces that have evolved how managers engage with employees today Motivating employees of multi-generations Twelve practices that can be adopted to influence employees to become more engaged Identifying what it takes to develop employees Delegation and accountability
Controller Series: Insightful Financial Analysis
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Online
1.00 Credits
Member Price: $75
Reasons why it's so difficult to provide an "insightful" financial analysis What is the definition of a financial analysis The six steps of a financial analysis Key takeaways
Cryptocurrency Transactions: Navigating Federal Tax Rules
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Online
1.00 Credits
Member Price: $59
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
Contract Accounting, Lease Accounting, and their Impact on Construction Contractors
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Online
1.50 Credits
Member Price: $99
Contract accounting Revenue recognition Leases
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts
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Online
2.00 Credits
Member Price: $109
The shift to “predictive accounting” for Decision Making, Planning, and Budgeting Problems with traditional annual budget processes Develop a driver-based “operational budget” based on resource capacity planning Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable Create closed loop capacity plans Forecast demand for budgeting and rolling financial forecasts Integrating enterprise risk management (ERM) with management accounting Applying target costing for cost estimating
SAS 145: Modern Risk-Based Auditing
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Online
2.00 Credits
Member Price: $109
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements