CPE Catalog & Events
2024 Performance Management - Hiring to Retiring
-
Online
1.00 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
2024 PCAOB and SEC Update
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
2024 Let's Meet at the Intersection of Fraud and Ethics
-
Online
4.00 Credits
Member Price: $129
Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards
Business Longevity - Is Your Business Wobbling?
-
Online
4.00 Credits
Member Price: $129
Business Management Organization
2024 Spring Tax Review with Doug Van Der Aa
-
Online
4.00 Credits
Member Price: $129
Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers Individual taxpayer credits Tax depreciation update Significant IRS rules and court decisions impacting individuals, corporations and partnerships
Tactics to Find Work Life Balance in a Complex World
-
Online
1.00 Credits
Member Price: $55
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 Real Estate Professionals: Passive Activity Rules
-
Online
2.00 Credits
Member Price: $79
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity’s reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules Real estate professionals and the Form 8582 (Passive Activities) How to make the "grouping" election for passive activities and the flow-through deduction
Current and Upcoming FASB Issues
-
Online
1.50 Credits
Member Price: $94
FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
Communicating Financial Information to Non-Accountants
-
Online
2.00 Credits
Member Price: $89
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
The Seven High Quality Questions that Lead to Success & Solutions
-
Online
2.50 Credits
Member Price: $109
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional
-
Online
4.00 Credits
Member Price: $159
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Hiring the best people for the organization New motivation techniques
Surgent's Ethics for the Industry Accountant
-
Online
4.00 Credits
Member Price: $179
What are ethics? Why study ethics? Ethical responsibilities of CPAs Professional code of ethics and conduct AICPA Codification – updated Ethical dilemmas CPA vision Real disciplinary cases to illustrate critical points
Yellow Book Independence and Single Audit Fundamentals
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
2024 Annual Update for Accountants & Auditors
-
Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include: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.
HR Guide to Evolving Business Strategy, Finance and Development
-
Online
1.00 Credits
Member Price: $59
Corporate Culture Strategic Planning Leadership Staff Development
Introduction to Forensic Accounting
-
Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Introduction to Yellow Book
-
Online
2.00 Credits
Member Price: $79
GAGAS Yellow Book Independence
2024 Governmental GAAP Update
-
Online
2.00 Credits
Member Price: $79
Compensated Absences Error Corrections Accounting Changes
Surgent's Excel Budgeting Ideas
-
Online
2.00 Credits
Member Price: $99
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Surgent's Food, Beverage, and Entertainment Expensing
-
Online
2.00 Credits
Member Price: $99
The 50% deduction for meals that are ordinary and necessary in carrying on a trade or business Elimination of the temporary rules that applied for 2021 and 2022 which allowed for 100% deductibility for ordinary and necessary business-related meals When meals are still 100% deductible IRS rules relating to the nondeducibility of activities considered entertainment or amusement What constitutes entertainment/amusement for tax purposes? When employers may deduct food and beverages provided to employees 50% deductibility for occasional employee meals and for overtime meals 50% deductibility for business meals during business meetings Business meals incurred during business travel Invoice meals separately from entertainment