CPE Catalog & Events
Workforce Transformation and Talent Management in 2025
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Online
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Understanding why the traditional pyramid structure is failing firms The inverted pentagon framework and its talent retention advantages Impact of technology and AI on entry-level accounting roles The 6 Ps of Business Model Transformation implementation Accelerating specialized skills acquisition in your workforce Effective knowledge transfer through mentorship and job rotation Technology-driven training and development strategies Best practices from other industries for workforce transformation Building and retaining specialized middle layers of expertise Strategic pricing models to support the pentagon structure
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Member Price: $79
Accounting Finance Procurement Inventory
The Preparation of Form 706 and 709 - Understanding the Law
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Online
2.00 Credits
Member Price: $89
Estate and Gift Taxation Fundamentals Valuation of Estate Assets Components of the Gross Estate Deductions in Estate Taxation Charitable and Marital Deductions Tax Credits and Their Application
Let's Meet at the Intersection of Fraud and Ethics
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Online
4.00 Credits
Member Price: $149
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Member Price: $89
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Numbers to Narrative: Storytelling in Business Communication
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Role of narrative in professional communicationSituation–complication–resolution frameworkNarrative arcs in business contextsIntegrating data within a structured storyDefining tension and resolution logicallyMaintaining accuracy while improving clarityApplication of storytelling framework to a workplace scenario
Best Practices: Conducting Meaningful Walkthroughs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of audit procedures.Documentation requirements.Real world examples of red flags that may arise.
Better Business Writing: Improve Your Speed and Quality
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Online
2.00 Credits
Member Price: $89
Writing Communications
Business Tax Update: OBBA and Recent Developments
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent legislation impacting business taxpayersThe One Big Beautiful Bill ActExtenders legislation updateMeals and entertainment expense reportingPartnership and S corporation updateIncome and deductions
Claude Cowork in Practice: Advanced Workflow for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Claude Cowork advanced workflow architectureFinance Plugin and domain-specific intelligenceModel selection and token optimization strategiesVariance analysis and cross-file reasoningInvoice extraction and automation workflowsThe Sparring Partner Protocol (SPP)AI governance, risk, and performance measurement
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
Critical "Soft" Skills for CFOs and Controllers
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Online
4.00 Credits
Member Price: $149
Tips for being a balanced leader-manager Adapting to various personality styles Tips for coaching millennials and beyond Best practices for managing organizational change
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
An Exhaustive Look At Fraud and Ways To Control It
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Online
8.00 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Business Dissolution & Ownership Changes
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Online
0.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Planning the Exit or Ownership ChangeChoice of transaction structureAsset sale vs. equity sale vs. redemption vs. liquidationBuy-sell agreement design and valuation implicationsCore Basis ArchitectureInside vs. outside basisPartnership liability allocations under Section 752S corporation stock basis and debt basis limitationsSales and Transfers of Ownership InterestsPartnership interest sales and Section 751 hot assetsS corporation stock salesDeath, Section 1014 basis adjustments, and successor-owner issuesPotential Section 1202 considerations where relevantLiquidations and DissolutionsPartnership liquidating distributions under Sections 731, 732, and 736S corporation liquidations under Sections 336 and 331Treatment of cash, property, liabilities, and built-in gain or lossRedemptions and Internal Ownership ShiftsSection 302 testsSection 301 fallback treatmentCross-purchase vs. redemption economics and tax consequencesRestructuring and Entity ModernizationF reorganizationsPre-sale and post-sale restructuring considerationsBasis and attribute preservation issuesSpecial SituationsTransfers incident to divorce under Section 1041Suspended losses and carryover basis issuesGoodwill and Section 197 intangiblesFamily and related-party complicationsAncillary Tax ConsequencesSection 1411 NIITState tax nexus, trailing nexus, and dissolution-related state filingsTransfer tax and valuation overlap where applicableFinal-Year Reporting and ComplianceFinal Forms 1065 and 1120-SForm 966 and related dissolution filingsEIN closure and administrative wrap-upPractical reporting checklistsValuation of Closely Held InterestsRev. Rul. 59-60 principlesDLOM and minority discountsSection 2703 and buy-sell agreement enforceability for transfer tax purposes
Surgent's Technical Business Practice Issues and Tax Forms for Experienced Practitioners
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Online
8.00 Credits
Member Price: $279
Bonus depreciation and §179 changes under the OBBBA 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 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 One Big Beautiful Bill Act Review of key components of President Trump's tax bill, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms Sale of Passthrough Entity Interests and Net Investment Income Tax - analyze the tax implications of selling interests in passthrough entities, including relevant examples, and how the Net Investment Income Tax (NIIT) applies to these transactions The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation 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
10 Best Practices in QBO
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Customizing your settingsRefining your Chart of AccountsCreating your products and servicesManaging your vendors listMeals vs. owner drawsUsing undeposited fundsProper use of the banking feedMaintaining supporting documentationReconciling properlyGetting help when you need it
Common Financial Statement Disclosures
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
The One Big Beautiful Bill: 2025 tax legislation
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions