CPE Catalog & Events
Tax Collection Defense 2024
-
Online
8.00 Credits
Member Price: $299
Assessment and attachment rules-tax assessment procedures and attachment of the assessment lien to property, including community property Tax liens-perfection and priority rules in general and for specific assets and relief from liens Tax levies and seizures-taxpayer rights and defenses; third party rights Dealing with the collection officers and representatives Collection appeals and resolutions Judicial actions: collection due process (CDP), injunctions and IRS suits.
How To Use Microsoft 365 Forms to Create Online Surveys
-
Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Overview of the Microsoft 365 Forms app features and capabilitiesStep-by-step review and demonstration of the Forms appDesigning your form or surveyCreating form questionsUsing branching to eliminate unnecessary questions based on form input dataCustomizing the form theme / styleManage form response settingsDistribute forms via link, website or emailReview of the completed forms response reportExporting forms data to Excel for further analysis
Talk This Way - Communication Skills for the CPA
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
The Controllership Series - The Financial Close Process
-
Online
1.50 Credits
Member Price: $59
Accounting Finance Financial Statements
Preparing to be a Forensic Accountant - Focus on Digital Forensics
-
Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
-
Online
2.00 Credits
Member Price: $118
Critical Tax Procedural Issues for CPAs 2024
-
Online
3.00 Credits
Member Price: $129
Key compliance procedures concerning return preparation of original and amended returns Understanding key procedures about IRS examination Understanding key relief provisions for oversight, errors and later discovered facts or information
Business Consulting for CPAs
-
Online
4.00 Credits
Member Price: $129
What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
2024 Retirement Planning Issues: Where We Stand Now
-
Online
4.00 Credits
Member Price: $129
Thorough Exploration of Current Retirement Planning Trends and Implications Strategies for Maximizing Retirement Savings within Existing Regulatory Structures Tax-Efficient Navigation of Various Retirement Plan Options Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits Insight into Latest Rules for Required Minimum Distributions (RMDs)
Microsoft Outlook "Must Know" Email Tips
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
Public Speaking and Confident Communication in Business
-
Online
1.00 Credits
Member Price: $59
Communication Public Speaking Presentation Skills
Surgent's Excel Shortcuts for Accountants
-
Online
2.00 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Using e-Signature Software to Process Agreements-Updated
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.
Tax Exempt Organizations - Planning and Compliance for Tax Matters
-
Online
4.00 Credits
Member Price: $159
Audit 502: The Art of Discipline and Getting Things Done
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Creating a culture of disciplineProject and time management best practicesAvoiding common time wastersTips for both getting, and staying, organizedManaging stress for yourself and othersManaging productive meetings
Ethics: How to Ensure Zombie Ethics Won't Kill Your Business
-
Online
2.00 Credits
Member Price: $89
We'll closely examine several myths about ethical leadership that continue to plague businesses like yours. You'll learn why these ideas deserve to be put to rest for good and what should take their place. This will be an ethics webinar unlike any you have ever taken-because it will be both entertaining and rich in content!
Surgent's Building Your Personal Brand
-
Online
1.00 Credits
Member Price: $79
The relevance of brand vs. reputation Key components of a personal brand Breaking down the who, what, where, when, why, and how of creating a personal brand
The Controllership Series - The Role of the Controller in ESG
-
Online
1.50 Credits
Member Price: $59
Accounting Finance SG Operations
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
-
Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
ChatGPT and Complex Financial and HR Conversations
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Complex and nuanced communications related to:Budget Allocation and Negotiation TechniquesCompensation and Benefits StructuringManaging Financial Performance and LayoffsFinancial and HR Aspects of Mergers and AcquisitionsRegulatory Compliance and Ethical Financial PracticesStrategies for Financial Crisis ManagementEffective Performance Management Systems