CPE Catalog & Events
2025 Annual Update for Accountants & Auditors
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Technology Hot Topics for Audits.Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB.
Stand Out - How to Create a Unique Employer Brand
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Online
1.00 Credits
Member Price: $59
Employer Brand Talent Management Future of Work Onboarding New Hires
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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Online
2.00 Credits
Member Price: $109
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts Highlights of important concepts included in SASs No. 142-149
Communicate Financial Concepts to Non-Accountants
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Online
2.00 Credits
Member Price: $109
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
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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
Spring Tax Update for Business with Steve Dilley
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Online
4.00 Credits
Member Price: $159
Recent legislative developments, cases and rulings impacting various business entity taxpayers Review of Inflation Reduction Act provisions impacting small businesses Business income, deductions and credits Section 174: Research and Experimentation Deduction update Form 1099-K reporting Depreciation update: Section 179 and 168(k) S Corporation and partnership update, including Schedule K-1
Getting SASsy - A Look at Recent Auditing Standards
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Online
1.00 Credits
Member Price: $59
Risk assessment (SAS 145) Quality management standards (SAS 146) Predecessor auditor inquiries (SAS 147) Group financial statement audits (SAS 149)
Revenue Recognition Determine the Transaction Price Part 2
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Online
1.00 Credits
Member Price: $59
Revenue Recognition Accounting
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Member Price: $59
Accounting Finance
Business Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $109
Update on significant business tax developments related to cases and rulings Business provisions of any recent legislation impacting business entities Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S
Defining Where and Why Internal Controls are Needed
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
Fiduciary Accounting for Estates and Trusts
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Online
4.00 Credits
Member Price: $159
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Ethical Considerations of the New AICPA SSTS Rules
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the new AICPA Statement on Standards for Tax ServicesReorganization of SSTS by type of work performedDiscuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Roadmap to Ethical Decision Making
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Online
2.00 Credits
Member Price: $109
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence
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
Surgent's IT Systems and Data Management
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Online
2.00 Credits
Member Price: $99
Key components of IT architecture Cloud computing models and deployments Enterprise resource planning (ERP) systems Business resiliency and disaster recovery planning Business continuity plans Business impact analysis System availability measures Change management for hardware and software applications Risks and documentation in change management Testing environments and conversion approaches for new information systems Patch management and change control policies Data management processes and lifecycle Data collection methods and storage types Utilizing data for financial and operational decision-making Examining relational databases for integrity Investigating business process models for improvements
Preparing and Reviewing Workpapers for Higher Quality Audits
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Online
4.00 Credits
Member Price: $159
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards
Business Consulting for CPAs
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Online
4.00 Credits
Member Price: $159
What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners
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Online
4.00 Credits
Member Price: $129
An overview of provisions of existing law extended, made permanent without substantial change and/or WITH substantial changes, including casualty losses, individual tax rates, alternative minimum tax, bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses New law provisions for individuals and businesses Review of existing law provisions that have been repealed, including electric car credit, home energy credits, commercial clean vehicle credit and electric car charger credit
Digging Deep with Excel Pivot Tables
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Online
1.00 Credits
Member Price: $59
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab