CPE Catalog & Events
Surgent's Mastering Accounting for Income Taxes
-
Online
4.00 Credits
Member Price: $159
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes
Audit 302: Planning Effective and Efficient Audits
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the audit processLinking risk of material misstatement to the detailed audit planTailoring standard audit programs based on assessed riskEngagement team discussion agenda items and best practicesEvaluating the appropriateness of audit evidenceCommon efficiency considerations by audit area
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
-
Online
2.00 Credits
Member Price: $89
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
PCAOB Updates
-
Online
1.00 Credits
Member Price: $71
Revisions to AS 2501 New requirements of AS 1210 The audit with other auditors
Surgent's Getting Ahead: The Art of Marketing for CPAs
-
Online
2.00 Credits
Member Price: $99
Challenges of marketing CPA firms Developing marketing strategy Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels Marketing channel statistical analysis Developing marketing metrics
Secure Act 2.0 - Everything that you Need to Know
-
Online
2.00 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
Microsoft Teams Features Every User Should Know
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the key Teams appsEverything there is to know about composing messages in TeamsUsing Teams to manage files, email messages and other contentBest practices for structuring your teams and channelsHow to use "private" channelsHow to use Teams as your primary phone systemManaging your Teams settingsEstablishing links to other Microsoft 365 applicationsHosting a Teams meeting from A to Z
Revenue Recognition, Financial Instruments, and Leases
-
Online
1.00 Credits
Member Price: $71
FASB accounting standards updates in financial instruments and leases Current Expected Credit Loss (CECL) module Lease obligation
Top Employment Tools to Protect Your Business and Recommend to Business Clients
-
Online
1.00 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
The Aftermath of Government Investigations: Varsity Blues
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Securities Laws and College Admissions ScandalUndercover investigationsProsecutors and Plea AgreementsJustice and ConvictionsCooperation AgreementsCosts of Contesting the ChargeRelevant Conduct and Sentencing
Fraud Assessment for Small and Medium Sized Businesses
-
Online
4.00 Credits
Member Price: $129
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour
-
Online
4.00 Credits
Member Price: $129
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
If You Only Knew What Microsoft Word Could Do
-
Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:Best practices for those creating Word documents of all typesUsing Word Styles to enhance and organize documentsWord features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value
Common Deficiencies in EBP Audits
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Employee benefit plansAudit procedures and documentation
I Spy with My Little Eye ... an Illegality
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Are Accountants the Conscience of Business?Today’s Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusion
Small Business Risk Avoidance
-
Online
4.00 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Benford's Law and Other Digital Analysis Techniques
-
Online
1.50 Credits
Member Price: $79
Benford’s Law Digital Analysis Data analytics
2024 Federal Tax Update - Partnership Updates
-
Online
2.00 Credits
Member Price: $79
Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections IRS updates on Form K-2 and K-3 Criteria for using the Domestic Filing Exception
Critical Thinking for Financial Professionals
-
Online
1.00 Credits
Member Price: $55
Two Systems of ThinkingSystem 1System 2 How cognitive bias can cause you to make bad decisions Anchoring Availability The Dunning-Kruger Effect The Ikea Effect The Rhyme as Reason Effect Substitution 6 Tips for making better decisions
2024 Communication Skills for CPAs
-
Online
2.00 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid