CPE Catalog & Events
Audit 305: Strengthening Substantive Analytic Procedures
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:How analytic procedures enhance audit qualityElements of strong analytic proceduresSelecting the proper analytic, and altering the strength for the intended purposeDisaggregating data to make more informed expectationsEvaluating the data used in generating expectations, including corroborating inquiryImproving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtainedResolving significant differences resulting from analytic procedures and concluding on audit results
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority-UPIA (UFIPA) 2024
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Online
2.00 Credits
Member Price: $89
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What is fiduciary duty, and how does it apply to a trustee or personal representative? What are the state statutory accounting rules, and where can you find them? What is fiduciary accounting income? What is fiduciary account principal? How does fiduciary accounting impact fiduciary taxation?
What's Your Brand Reputation? Determine and Drive How Others See You
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Online
2.50 Credits
Member Price: $89
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Presence
Not-For-Profit Organizations: QuickBooks 2024
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Online
3.00 Credits
Member Price: $129
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QuickBooks Desktop Chart of Accounts and Setup Routine operations including receiving donations and membership dues along with expenses and reporting Reporting Governance policies and budgeting
Microsoft 365 Deployment Bootcamp for Your Practice
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Online
4.00 Credits
Member Price: $149
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Specific topics that will be covered:Understanding the full potential of Microsoft 365 to drive efficiency in your practiceBest practices for deploying Microsoft 365 in accounting, tax and advisory firmsDesign your Teams app setup to meet the unique attributes of your practiceUse SharePoint and OneDrive to organize your files and share them securely with your clientsOrganize your thoughts, meeting notes and other content centrally in OneNoteTrack your client engagements and internal projects efficiently and effectively with the Planner appUse Microsoft 365 to document processes, improve client services and increase productivityStep-by-step guide for deployment of Microsoft 365 in your firm based on best practices
Financial Reporting Fundamentals 2024
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Online
8.00 Credits
Member Price: $299
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Financial statements, disclosures and presentations Review of two Annual Financial Reports (IFRS and U.S. GAAP)
Bitcoin Fundamentals - What Every CPA Should Know
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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:The evolution of money: barter, gold, paper, digital, cryptocurrencyHistory of Bitcoin, how it originated and evolved to where it is today.How Bitcoin works: origin, network, nodes, miners, transactions and the blockchain ledger.Participating in the Bitcoin network: procuring, spending, accepting and storing Bitcoin.Understanding the role of cryptocurrency exchanges and the collapse of FTX.Introduction to Ethereum, a substantial alternative to Bitcoin.Income tax implications of Bitcoin and other cryptocurrencies.
Financial Accounting for Related Party Transactions
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:FASB codification provisions for transactions with related parties, including business owners and special purpose entities.Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.Review the tax accounting related taxpayer standards.Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards.
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity
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Online
1.00 Credits
Member Price: $39
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Emotional Intelligence Management Skills Teamwork Customer Relations
2024 Summer Tax Rewind
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Online
2.00 Credits
Member Price: $118
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Proposed tax law changes and fundamental tax reform discussions Tax practice and procedures, best practices and reminders Recent changes to IRS regulations and other guidance
2024 Summer Tax Rewind
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Online
2.00 Credits
Member Price: $118
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Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 2024
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Online
2.00 Credits
Member Price: $89
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Setting up a chart of accounts Reviewing the estate plan Distinguishing between "income" and "principal" Understanding the relationship of fiduciary accounting to fiduciary taxation
How Machines Are Coming Alive and Ruling the World
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:What is the Internet of Things (IoT)? IoT In ActionIoT Economic ImpactsHow IoT Will Impact AccountantsStructured vs. Unstructured Data: The New Accounting FrontierLeading IoT Challenges and RisksEmerging IoT Business Models for AccountantsHow to Monetize IoTIoT Starter StrategyIoT Case Studies
Recent Compilation and Review Issues 2024
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Online
2.00 Credits
Member Price: $89
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General principles for engagements performed in accordance with SSARS Preparation of financial statements Compilation engagements The performance of review engagements
Surgent's Successfully Completing an Estate Tax Return -- Form 706
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Online
2.00 Credits
Member Price: $99
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Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the “portability” rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
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Online
2.00 Credits
Member Price: $99
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Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
The Art of Conversation: A Relationship Approach to Networking
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Online
2.00 Credits
Member Price: $79
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Networking Relationship Management
The Value of Conflict: A Strategic Approach to Dealing with Difficult People
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Online
4.00 Credits
Member Price: $129
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Conflicts
Surgent's Top Ten Questions from Partnership Clients Regarding the Section 754 Election
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Online
4.00 Credits
Member Price: $159
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How does a partner compute his or her basis in a partnership? What is the difference between a partner’s inside and outside basis? What is the difference between a partner’s capital account and partner’s outside basis? How does Section 732(d) impact the buyer of a partnership interest? How does a partnership report a Section 754 election on the partnership’s tax return? How does a partnership make a Section 754 election? How does a partnership make a Section 743(b) adjustment? How does a partnership make a Section 734(b) adjustment? How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership? How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property?
Audit 306: Reviewing Workpapers - A Role in Quality Control
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Documentation as a means of audit qualityResponsibilities of the workpaper reviewerAppropriate review notes at various phases of the engagement, including before and after audit report date and report releaseImportant tips for providing reviews notes that will promote an effective and efficient financial statement audit