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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

Managing Your Money in Retirement

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Online

3.00 Credits

Member Price: $129

Social Security Retirement Asset allocation Fraud  

Corporate Fraud Risk & Investigations 25-26

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Online

4.00 Credits

Member Price: $175

Types of Corporate Fraud Introduction to fraud risk Fraud risk prevention programs Fraud investigations

2025 A&A Update With Technology Implementation

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Deep dive into the Accounting Standards Updates (ASUs) effective in 2025.Insights from the FAF's 2024 PCC Review.Overview of FASB's Invitation to Comment - Agenda Consultation.The essential changes in quality management standards that firms must implement by the end of 2025. Common deficiencies identified by the DOL in EBP (Employee Benefit Plan) engagements and provide a peek at upcoming projects from the Auditing Standards Board (ASB).

ABC Trust Planning and the Portable Exclusion 25-26

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Online

8.00 Credits

Member Price: $329

The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor s and QTIP trusts B (Bypass) trusts A (Survivor s)/ C (QTIP) trusts planning What planners should tell their wealthy clients after the issuance of the Clawback Regulations

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

Leases: ASC Topic 842 in Depth 25-26

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Online

8.00 Credits

Member Price: $329

FASB ASC 842, Leases All recently released updates to ASC 842, Leases

Titans Annual Federal Tax Planning: Business & Estate Update 25-26

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Online

8.00 Credits

Member Price: $329

New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2025 Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations Employment taxes and worker classification matters Accounting method developments Tax credits updates Federal and California The state of California and multistate significant developments, including nexus and sourcing Expired and expiring provisions Inflation-adjusted amounts for 2026

Ethics: Giving Thanks - How to Master the Art of Gratitude

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Online

2.00 Credits

Member Price: $89

We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.

The New Quality Management Standards - What Everyone Needs to Know

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Online

2.00 Credits

Member Price: $109

Overview of the new quality management standards Focus on the most important elements of a quality management system Implementation tips that everyone in the firm should know Audit and attest standards impacted 

Introduction to Single Audit

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Online

2.00 Credits

Member Price: $109

Single Audit Accounting & Auditing Yellowbook

Auditing For Fraud

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Online

2.00 Credits

Member Price: $109

Auditing Fraud

Staff Retention Keep the Best People

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Online

3.00 Credits

Member Price: $129

Remote workforce Employee retention Staff turnover  

Enterprise-Wide Risk Management in Accounting and Finance

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.Coordinating risk management efforts, including the required involvement of corporate governance.How to embed risk management into day-to-day accounting and finance activities.

State Tax Nexus: Frequently Awkward Questions

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Online

2.00 Credits

Member Price: $109

Frequently asked questions about income tax and sales tax nexus New developments  Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources

Criminal Tax: How CPAs Bring Value to Defense Attorneys

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.

Global Internal Audit Standards (GIAS) Domain IV - Part 2

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Online

2.00 Credits

Member Price: $109

Internal audit Standards GIAS Accounting Auditing

How to Build a Custom AI Chatbot and GPT in Plain English

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Fundamentals of GPT Builder and AI agent customization techniquesIntegration of specialized knowledge bases and domain-specific expertiseSecurity and privacy considerations in AI chatbot deploymentCustom GPT development without coding expertiseImplementation of AI agents for customer support and workflow automationMulti-bot interactions and content creation strategiesBest practices for maintaining and scaling AI assistants

Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements, and Employee/Independent Contractor

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Online

2.00 Credits

Member Price: $99

Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor “economic reality” test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker’s employment status? How does the final rule explain “extent to which the work performed is an integral part of the employer’s business?” The Federal Trade Commission’s Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a “worker” New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds

Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041

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Online

2.00 Credits

Member Price: $99

Passive activity rules for trusts including the NIIT The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable) The critical categorization of income (taxable income vs. fiduciary accounting income) Distributable net income (DNI) and how it works The “Tier” Rules The Separate Share Rule IRC 663(b) “65-Day” Rule IRC §691(c) Deduction QSST and EBST elections How to treat excess deductions on termination Grantor trust rules and how they impact planning and return preparation The income tax side of Domestic Asset Protection Trusts