CPE Catalog & Events
Nonprofit A&A Standards Update and New Developments 25-26
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Online
2.00 Credits
Member Price: $99
Pledges and contributions Restrictions and conditions Special concerns with governmental funding Donated goods and services Special events Revenues earned through sales and services to customers
Relationship Networking: The Art Of Conversation
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Online
1.00 Credits
Member Price: $59
Networking Replatinship Management
Aligning Analytics to COSO's Fraud Risk Management Principles
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Online
1.00 Credits
Member Price: $59
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
Private Company Simplified GAAP Alternatives
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Online
2.00 Credits
Member Price: $109
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
1040 Tax Prep Automation with AI Tools
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI technology and how it works.Identify where AI can be incorporated into the 1040 process.Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.A roadmap for using AI to improve client communications and 1040 based advisory services.
Auditing For Fraud
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Online
2.00 Credits
Member Price: $109
Auditing Fraud
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
Global Internal Audit Standards (GIAS) Domain IV - Part 1
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Online
2.40 Credits
Member Price: $109
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
Two Types of Goals You Need to Be Successful
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Online
1.00 Credits
Member Price: $109
Common obstacles to goal achievement The limitations of SMART goals Characteristics of effective outcome goals Process Goals: The Roadmap to Achievement Integrating Outcome and Process Goals for Maximum Impact
Revenue Recognition Topic 606 - Identify Performance Obligations Part 1
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Online
1.20 Credits
Member Price: $59
Revenue Recognition Accounting
Accountants and Malpractice: Can We Get Sued for This?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Surgent's Lessons Learned From Recent Accounting Malpractice Actions
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Online
2.00 Credits
Member Price: $99
Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area
Surgent's Top Individual Tax Planning Strategies
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Online
2.00 Credits
Member Price: $99
New Clean Vehicles (CV) and the Clean Vehicle Credit What the CV seller must provide to the buyer Credit for previously owned CVs Energy efficient home improvement credit Increase in age for required beginning date for RMDs Reduction in excise tax on RMD failures Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62 and 63 Withdrawals for certain emergency expenses Qualifying longevity annuity contracts (QLACs) One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation
Contract and Procurement Fraud
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Online
2.00 Credits
Member Price: $109
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Surgent's Key Partnership and S Corporation Tax Planning Strategies
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Online
4.00 Credits
Member Price: $159
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
Partnership & S Corporations: How to Calculate Basis
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Online
4.00 Credits
Member Price: $159
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts; Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting Comprehensive examples to illustrate the mechanics of the basis determination process
Comprehensive Audit & SSARS Update
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:AICPA Accounting and Review Services Committee standards update and new practice aidAICPA Auditing Standards Board standards update including recent changes to the audit and attestation standardsAICPA’s new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changesUpdate on AICPA’s Enhancing Audit Quality InitiativeTrends in audit quality including the DOL’s audit quality studyFrequent peer review findings and practice tips for achieving high practice qualityLatest on the DOL’s audit quality study
Deception, Embezzlement and Fraud 25-26
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Online
8.00 Credits
Member Price: $329
Narcissism Studies Fraud Embezzlement Technology used in scams
Federal Tax Update: Business Comprehensive 25-26
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Online
8.00 Credits
Member Price: $329
Review of recent federal legislation and administrative rulings Review of recent modifications to tax forms Review of small business tax law and administrative update changes Review of retirement plan changes Overall review of tax practice and procedures
Intermediate Individual Taxation - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $349
Gains and losses on property transactions Fringe benefits Retirement plan distributions Hobby losses Home offices Depreciation and amortization Tax credits The qualified business income deduction under Section 199A