CPE Catalog & Events
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
2024 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $79
NOCLAR 529 Plans Recently Issued Interpretations
2024 Accounting & Auditing Update for Small Businesses
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Online
4.00 Credits
Member Price: $129
FRF for SMEs Quality Management Private Company Council
Fraud Risk Management
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Online
2.00 Credits
Member Price: $79
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
2024 What's Changing in Risk Assessment
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Online
2.00 Credits
Member Price: $79
Risk Assessment Internal Controls SAS 145
2024 All About Fraud - Examples, Prevention and Auditing
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Online
4.00 Credits
Member Price: $129
Fraud Professional Skepticism Report To The Nation Fraud Schemes Prevention
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.00 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
2024 Internal Controls for Small and Medium-Sized Entities
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Online
1.00 Credits
Member Price: $39
Overview of controls Preventative controls Detective controls Controls for SMEs
Assessing Independence Under the New Yellow Book
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Threats and safeguardsIndependence RulesGAGAS
Emotional Intelligence
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Online
1.00 Credits
Member Price: $39
Emotions Relationships
The Role of HR in Business Sustainability
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Online
1.00 Credits
Member Price: $39
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
2024 Inflation Reduction Act of 2022: Review and Update
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Online
2.00 Credits
Member Price: $79
Key provisions for individual taxpayers – deductions and credits Key provisions for business taxpayers – new taxes, deductions, and credits CHIPS Act provisions; Impacts on flow-through entities New reporting requirements Depreciation update: impact on bonus depreciation
Advanced ChatGPT for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
Excel - Advanced Financial and Statistical Calculations
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Online
2.00 Credits
Member Price: $118
Best practices for creating Amortization schedules and calculating annual interest payments calculating and summarizing data with SUMIF and SUBTOTAL functions using statistical functions to Analyze data
Start a Forensic Accounting Practice with Confidence
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Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice
Pass-Through and Corporate Annual Tax Update
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Online
5.00 Credits
Member Price: $213
Strategies for tax savings Business entity changes IRS administrative issues, compliance, and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures, and notices for the last year New, updated, and expiring tax deductions and credits
2024 Comprehensive Estate Planning: Administration & Postmortem Strategies
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Online
8.00 Credits
Member Price: $225
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
2025 Individual Tax Update: Form 1040 Essentials
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Online
8.00 Credits
Member Price: $225
Form 1040: Precise Tax Submissions Recent Tax Code Changes: Updated Filings IRC Sections Analysis: Understanding Tax Regulations Updates in Income Taxation: Compliance Assurance New Credits and Deductions: Maximizing Benefits Complex Income Issues: Tailored Strategies Itemized Deductions: Informed Client Benefits Health Considerations: Maximizing Financial Benefits Regulatory Shifts: Implications on Tax Strategies Tax Planning Strategies: Client Financial Success
Managing Current Fraud Trends in a Shifting Environment
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Summary of the impact of fraud on entities worldwide.Common fraud schemes and typical median losses that result.How smaller entity fraud risk differs from those of larger entities.The statistical profile of the most common fraud perpetrator.The most effective methods for preventing and detecting fraud.Cybersecurity risk management trends and best practices.
The Best Individual Income Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements Virtual currency, including recent developments regarding NFTs Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas