CPE Catalog & Events
Powerful Public Speaking: Communicate With Confidence
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Online
3.00 Credits
Member Price: $89
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Communications
Emotional Intelligence
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Online
1.00 Credits
Member Price: $39
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Emotions Relationships
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Online
1.00 Credits
Member Price: $39
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The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
What's Your Brand Reputation? Determine and Drive How Others See You
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Online
2.50 Credits
Member Price: $89
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Presence
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Online
1.00 Credits
Member Price: $39
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Emotional Intelligence Management Skills Teamwork Customer Relations
The Art of Conversation: A Relationship Approach to Networking
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Online
2.00 Credits
Member Price: $79
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Networking Relationship Management
The Value of Conflict: A Strategic Approach to Dealing with Difficult People
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Online
4.00 Credits
Member Price: $129
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Conflicts
Tactics to Find Work Life Balance in a Complex World
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
2024 Performance Auditing Made Easy
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Online
1.50 Credits
Member Price: $59
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Performance audit standards Performance audit types Performance audit objectives
Auditing, SSARS and Attest Update
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services CommitteeRecently issued New Quality Management StandardsHighlight of projects in progress at the Public Company Accounting Oversight Board and International Auditing and Assurance Standards BoardRecap of recent changes and present common peer review findings and best practices to improve practice quality
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
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Online
2.00 Credits
Member Price: $118
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Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
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Online
4.00 Credits
Member Price: $159
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The latest guidance from the IRS provided through regulations or administrative announcements Reporting requirements for all relevant pass-through entities Reporting for multiple activities within one entity Allocating common items among multiple activities Section 199A Schedule K-1 reporting for tiered entities Calculating and reporting qualified wages and the unadjusted basis immediately after acquisition of qualified property Allocating §199A relevant amounts to beneficiaries of trusts using DNI Handling separately stated items for which qualified business income status is determined at the shareholder or partner level The effects of ownership changes on §199A reporting on Schedule K-1 Reporting publicly traded partnership income and REIT income to the partners or shareholders Reporting aggregated activities Allocating §199A amounts to partners when special allocations have been made by the partnership
Adobe Acrobat - Increase Your Productivity With PDF Files
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markup PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365
2024 Annual Update for Governments & Not-for-Profits
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Online
8.00 Credits
Member Price: $239
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The major topics that will be covered in this course include:New GASB standardsGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences.Accounting Standard Updates issued by the FASBNot-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.Yellow Book and Single Audit engagements.Changes in the 2024 Compliance SupplementChanges to the Uniform GuidanceCommon deficiencies identified by the federal agencies and peer reviewers.
Surgent's Industry Accountant Key Performance Metrics
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Online
8.00 Credits
Member Price: $279
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Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation
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Online
8.00 Credits
Member Price: $279
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Reporting requirements for Schedules K-2 and K-3 Capital account reporting requirements Schedule K-1 reporting for §743 adjustments Schedule K-1 reporting for §704 gains and losses Comprehensive case on partnership/partner application of the business interest deduction When to use “704(b) basis” for capital accounts versus “tax basis” Detailed rules of §704 for preventing the shifting of tax consequences among partners or members Unreasonable uses of the traditional & curative allocation methods Multiple layers of §704(c) allocations Treatment of recourse versus nonrecourse debt basis How to calculate basis limitations and its implication on each partner’s own tax return How §179 limitations affect partnership/LLC basis Regulations for handling basis step-ups under §754 elections, and mandatory adjustments under §743 and §734 for partnerships who have NOT made the §754 election Subsequent contributions of property with §754 adjusted basis to another partnership or corporation Capital account adjustments in connection with admission of new member Special allocations require "substantial economic effect"; what are the requirements? LLCs and self-employment tax to the members Distributions -- current or liquidating, cash or property including the substituted basis rule Termination/liquidation of an LLC
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
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Online
8.00 Credits
Member Price: $279
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Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding Statutory employees, independent contractors, and possible changes to §530 relief Penalties -- Who is a responsible person? Expenses and gross-up calculations Pension issues and payroll taxes including SIMPLE plans, and §401(k) and pension distributions The Electronic Federal Tax Payment System (EFTPS) Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940 Understanding payroll tax responsibilities in the gig economy
Yellow Book: Staying Compliant With Government Auditing Standards
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Online
8.00 Credits
Member Price: $332
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Foundation and principles for use and application of GAGAS General requirements for complying with the Yellow Book Ethics, independence, and professional judgment Competence and CPE Quality control and peer review Standards for financial audits Standards for attestation and review engagements Fieldwork and reporting standards for performance audits
Becoming a Fraud Investigator
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Core concepts of fraudCommon workplace fraud schemesRed flags of occupational fraudEvaluating fraud tipsSkills of a fraud investigatorPlanning the fraud investigationBudgets, fees, and engagement letters
Navigating Leaves of Absence
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Online
1.00 Credits
Member Price: $39
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Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence