CPE Catalog & Events
I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Member Price: $109
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
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 Power of a Good Story!
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Online
4.00 Credits
Member Price: $159
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Retaining Top Talent: Strategies for CPA Firms
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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: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals
Introduction to Forensic Data Analytics
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Online
2.00 Credits
Member Price: $109
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Fraud Risk Management
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Online
2.00 Credits
Member Price: $109
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Fraud Assessment for Small and Medium Sized Businesses
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Online
4.00 Credits
Member Price: $159
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
Partnership Checkup: Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $159
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations
Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries
Addressing Misconduct
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Online
1.00 Credits
Member Price: $59
Insubordination Personality and attitude problems Generalized disparaging comments Previously unaddressed conduct Misconduct due to mental condition Corrective action meetings and documentation Attendance control
AHI: The Mindful-CPA
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Online
2.00 Credits
Member Price: $100
Mindfulness; Science of Neurology; Mindfulness Practice; Stress Management
Ethics: IRS Behavioral Insights for Accountants
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Online
2.00 Credits
Member Price: $89
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Travel Expenses and Taxes: How to Maximize Deductions and Stay Compliant
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Online
2.00 Credits
Member Price: $109
Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings
SOC 2r Report Walkthrough
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Online
2.00 Credits
Member Price: $125
Sections within a SOC 2 report CUEC considerations Inclusive versus carve-out methods of reporting on controls at subservice organizations Report opinion types SOC 3 reporting Bridge letters
S Corporations: How to Calculate Shareholder Basis
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Online
2.00 Credits
Member Price: $109
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
Surgent's Section 199A: Schedule K-1 Reporting by Relevant Pass-Through Entities
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Online
4.00 Credits
Member Price: $159
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
Surgent's Simply Auditing Not-for-Profits Efficiently
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Online
4.00 Credits
Member Price: $159
How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc. Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.)
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Effective Coaching Strategies for High Performance
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Online
4.00 Credits
Member Price: $159
Coaching Effective Communication Problem Solving Use of AI as a coaching tool