CPE Catalog & Events
Motivating the Right Way - Get the Most From Your Staff!
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Online
2.00 Credits
Member Price: $89
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The issues and alternatives of motivation.Why many motivation tactics consistently failHow to change your motivation tactics to enhance performanceThe three things that every professional wantsThe new science of effective motivationHow to motivate people todayAn action plan to enhance motivation
Surgent's Depreciation Rules for Bonus and Section 179 Expensing
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Online
2.00 Credits
Member Price: $99
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Bonus depreciation for acquisitions and construction History of qualified property categories and QIP The CARES Act and related Rev. Procs. Section 179 expensing Energy incentives The tangible property regulations 1031 exchanges Strategic hierarchy
Surgent's Mastering Client Management for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $99
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The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
Surgent's Tax Research
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Online
2.00 Credits
Member Price: $99
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Tax code hierarchy Organization of an Internal Revenue Code section Special rules for IRC citation Citing other primary authority Private letter rulings Primary vs. secondary authority Secondary sources of authority Steps in the tax research process Research memoranda
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
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Online
3.00 Credits
Member Price: $99
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Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession
Advanced Googling for Accountants
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Online
2.00 Credits
Member Price: $89
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Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
Deep Dive of GASB Statements No. 87 & 96 2024
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Online
2.00 Credits
Member Price: $89
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GASB 87 Lease Accounting for State and Local Governments
Monthly Federal Tax Updates - August 2024
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Buying and Selling Corporate Businesses: Asset Sales 2024
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Online
4.00 Credits
Member Price: $159
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Stock sale vs. asset sale: tax and non-tax differences Compensating the selling shareholders for services performed Covenants not to compete Personal goodwill Built-in gain planning for S corporations Installment sales Allocation of the purchase price among the assets
Retaining Talent in a Competitive Marketplace
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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:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
Pass-Thru Entity Owners Schedule K-1 Analysis 2024
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Online
8.00 Credits
Member Price: $299
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Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203-S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect an S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner's individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder's stock in an S corporation and a partner's interest in a partnership What constitutes debt basis for an S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt affect a partner or member's basis calculations and amount at-risk
Audit 105: The Audit Risk Model - Foundational Principles
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:The reason that entities engage a financial statement auditThe applicable financial reporting frameworks available The various phases of a financial statement auditEvaluating and documenting audit risk, both at the overall and relevant assertion levelCase study differentiating high-risk audit engagements and higher-risk audit areas
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
Member Price: $39
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arbitration agreements confidentiality agreements restrictive covenants training severance agreements
2024 White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $79
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Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Online
2.00 Credits
Member Price: $79
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The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
Retirement Planning: Next Stage for You or Your Client
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
Mental Models for CPAs: How to Use Cognitive Frameworks
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Introduction to mental modelsExamples of mental models and their applications in behavioral ethicsBuilding a latticework of mental modelsLimitations of mental modelsHow to apply mental models to the accounting professionCase studies demonstrating the use of mental models in financial decision-makingStrategies for continuing to learn and expand your mental model toolkit
Coaching the Next Generation of CPAs
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
Surgent's Stock vs. Asset Acquisitions of C Corporations
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Online
2.00 Credits
Member Price: $99
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Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition Tax treatment of consulting agreements and covenants not to compete Sale of personal goodwill associated with an asset acquisition Tax consequences associated with a stock acquisition and an asset acquisition Acquisitive reorganizations Non-tax issues that must be considered when a corporation is acquired
The Art of the Interview 2024
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Online
2.00 Credits
Member Price: $89
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Behavioral cues as psychological markers The psychology of baseline behavior The hidden secrets behind rapport-building Attributional interviewing