CPE Catalog & Events
Excel - Advanced Formatting to Improve Your Spreadsheets
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Customizing cell formatting and cell stylesUsing number and custom number formattingUsing Conditional Formatting to format cells based upon a defined criteriaProtecting a worksheet and workbook to prevent changes
2024 Rewards & Recognition Strategies for Leaders
-
Online
1.00 Credits
Member Price: $39
Leadership Recognition Total Rewards Employee Engagement
Ethics: What a CPA in Business & Industry Needs to Know
-
Online
2.00 Credits
Member Price: $89
Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business
2024 S Corporation Essentials: Review & Update
-
Online
4.00 Credits
Member Price: $129
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt Schedules K-2 and K-3 reporting Basis of indebtedness S corporation open account debt Limitation of deduction of losses AAA and distributions
Personal Leadership Skills
-
Online
4.00 Credits
Member Price: $159
Leadership Personality Types Communication Memory
2024 Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer
-
Online
4.00 Credits
Member Price: $129
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
2024 Multistate Taxation - Issues and Planning Opportunities
-
Online
8.00 Credits
Member Price: $225
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
Emotional Intelligence
-
Online
1.00 Credits
Member Price: $59
Emotions Relationships
The Role of HR in Business Sustainability
-
Online
1.00 Credits
Member Price: $59
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
2024 S Corporations: How to Calculate Shareholder Basis
-
Online
2.00 Credits
Member Price: $79
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest Discuss how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
Fundamentals of Merger and Acquisition Transactions 2024
-
Online
2.00 Credits
Member Price: $89
Valuation Strategic planning Intermediaries Selling memorandum Due diligence Deal structures
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares
-
Online
2.00 Credits
Member Price: $99
Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules
Todd and Julie Chrisley Go to Prison
-
Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
Retirement Planning: Next Stage for You or Your Client
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
Surgent's Applying ASC 820: The Basics of Fair Value Accounting
-
Online
4.00 Credits
Member Price: $159
Applicability of the use of ASC 820 The “exit price” approach Examples of market, cost and income approaches to estimating fair value Use of Level 1, 2 and 3 inputs in determining fair value
The Art of Managing Your Email Tone 2024
-
Online
1.00 Credits
Member Price: $49
Business communication Emotional intelligence Human resources Practice management
2024 Best-In-Class Recruiting Strategies
-
Online
1.00 Credits
Member Price: $39
Recruiting & Retention Talent Management Employee Engagement
2024 The Preparation of Form 706 and 709 - Understanding the Law
-
Online
2.00 Credits
Member Price: $79
Estate and Gift Taxation Fundamentals Valuation of Estate Assets Components of the Gross Estate Deductions in Estate Taxation Charitable and Marital Deductions Tax Credits and Their Application
Analytical Procedures: Practical Applications and Standards
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Discussion of analytical procedures in audit and review engagements.Practical examples and illustrations of analytical procedures.The order of operations for accomplishing analytical procedures.
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
-
Online
2.00 Credits
Member Price: $99
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position