CPE Catalog & Events
Selected Ethics Topics - 2024 - 2025
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Stay in compliance with recent ethics standards changes that impact your practice.Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.Discuss emerging issues and standard-setting activity that could affect your practice in the future. Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.
Surgent's Where To Live in Retirement
-
Online
2.00 Credits
Member Price: $119
Does continuing to live at the current location meet retirement goals and lifestyle? Are there family concerns such as an elderly parent that prevent moving away from the current location? Is the current location affordable when income from a salary ceases? What health concerns are there that would limit the ability to move to another location? Is an assisted living facility something that should be considered now or in the future and is a suitable one available? What happens if a person is disabled while retired? Are there state and local tax considerations that would encourage staying in place or moving? Are there climate and weather concerns that would encourage a person to stay in place or move to a more desirable location? Should a retiree downsize?
Surgent's Ethics for the Industry Accountant
-
Online
4.00 Credits
Member Price: $179
What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points
Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election
-
Online
4.00 Credits
Member Price: $159
How does a partner compute his or her basis in a partnership? What is the difference between a partner’s inside and outside basis? What is the difference between a partner’s capital account and partner’s outside basis? How does Section 732(d) impact the buyer of a partnership interest? How does a partnership report a Section 754 election on the partnership’s tax return? How does a partnership make a Section 754 election? How does a partnership make a Section 743(b) adjustment? How does a partnership make a Section 734(b) adjustment? How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership? How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property?
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
Online
4.00 Credits
Member Price: $159
Business Management Organization
New Mergers & Acquisitions: Tricks, Traps, & Terrors
-
Online
4.20 Credits
Member Price: $159
Business Management Organization
Practical Tools and Tips to Help CPAs Manage Risk (Audit & Attest Services Focus)
-
Online
4.00 Credits
Member Price: $159
AICPA Professional Liability Insurance Program's claims data Client and engagement acceptance Engagement letters and fee management Client continuance and termination Team management and firmwide quality control Causes of loss Risk management tips to assist claim defense Data security
Reviewing Partnership Tax Returns: What Are You Missing?
-
Online
4.00 Credits
Member Price: $225
Common errors made involving the following: Form 1065 Schedules K and K-1 Schedules M-1 and M-2 Calculating recourse and nonrecourse liabilities Partner inside and outside basis Partner's capital account analysis Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b)
AHI: Accounting Data Analytics
-
Online
2.00 Credits
Member Price: $100
Accounting Data Analytics
CFO & Controller Critical Skills: Budgeting & Forecasting
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques
Maintaining a Harmonious Working Environment
-
Online
1.00 Credits
Member Price: $59
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 measure Survival tactics in active violence situations
Determining Reasonable Compensation for Owner Employees
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units
Individual Tax Update: Recent Developments
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:2021/22 legislation impacting individual taxpayersExtenders legislation updateChild tax and dependent care creditsSection 199A deductionCapital gains and lossesRental real estateOther passive activities losses
Surgent's Nuts & Bolts of Cryptocurrency Taxation
-
Online
2.00 Credits
Member Price: $99
What is blockchain technology? How do you buy crypto? How do you store crypto? Use cases of cryptocurrency Blockchain technology Use cases of cryptocurrency Tax overview How taxes work for cryptocurrency investors How taxes work for cryptocurrency mining Taxation of other transactions Foreign reporting requirements and crypto How to use a tool like CoinTracker to calculate capital gains and losses New developments in the space Tax planning opportunities Why do accountants need to care?
Accounting for the Gig Economy
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Characteristics unique to the gig economyIndependent contractor and employee classification considerationsRecordkeeping considerations for independent contractorsAccounting and reporting issues for gig economy participantsAudit and attestation for clients who participate in the gig economyTax and regulatory considerationsThe CPA as a trusted advisor for independent contractors
Preparing to be a Forensic Accountant - Focus on Digital Forensics
-
Online
1.80 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
Ethics: Giving Thanks - How to Master the Art of Gratitude
-
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.
Managerial Accounting: Your Prescription for Better Decision Making
-
Online
4.00 Credits
Member Price: $159
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
Year-End Tax Planning: Thinking Outside the Box
-
Online
4.00 Credits
Member Price: $159
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
AHI: AI for Accountants - Practical Applications
-
Online
2.00 Credits
Member Price: $100
AI in Accounting and Auditing