CPE Catalog & Events
Determining Reasonable Compensation for Owner Employees
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units
2024 SAS 145: Modern Risk-Based Auditing
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Online
2.00 Credits
Member Price: $79
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
2024 Individual Tax Update with Steve Dilley
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Online
2.00 Credits
Member Price: $79
Recent tax legislation, rulings and developments impacting individual taxpayers Credits (child, dependent care, earned income, health) Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics
2024 Analytical Procedures: Practical Applications and Standards
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Online
2.00 Credits
Member Price: $79
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 Excel Budgeting Ideas
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Online
2.00 Credits
Member Price: $99
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
2025 Business Tax Update: Staying Ahead in Business Taxation
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Online
8.00 Credits
Member Price: $225
Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use
Walter Haig's Personal Financial Health Checkup
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Online
8.00 Credits
Member Price: $239
The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results
Getting Started with ESG
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definitions of ESGBusiness benefits of ESGReporting methodsGetting started with ESG initiatives
SAS 145 - Risk Assessment
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Online
1.00 Credits
Member Price: $39
SAS 145 Risk Assessment Internal Controls
2024 A Guide to Sampling - Part 1
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Online
2.00 Credits
Member Price: $79
Sampling Monetary Unit Sampling
2024 The New AICPA Statements on Standards for Tax Services
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Online
2.00 Credits
Member Price: $79
Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Surgent's Controllership Skills Update: Current Survival Skills
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Online
2.00 Credits
Member Price: $99
Changing Role of Financial Professionals: Priorities Change in mission Valued-added actions Strategic Measurements: Common errors and guidelines for improvement Balanced scorecard Strategy development and implementation Budgeting basics and next steps Risk Management: Recent lessons, including Black Swan events Defining Enterprise Risk Management (ERM) Implementation Developing a Financial Leadership Pipeline: Changing employment environment Retaining the right employees Compensation Hiring process Capital Projects: Types of projects Factors affecting capacity Valuation techniques Cash management M&A Activity: Current environment Controller’s role Strategic questions Sample transactions Due diligence Implementation Introducing Improvements/Innovation: Getting started Establishing an environment Potential first projects Organizational structure
Business Longevity - Is Your Business Wobbling?
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Online
4.00 Credits
Member Price: $129
Business Management Organization
2024 Partnership Checkup: Key Tax Issues & Forms Reporting
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Online
4.00 Credits
Member Price: $129
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property Explain the use of both "inside" and "outside” basis determination Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process
Online Fraud Aimed at Individuals That Can Affect a Company
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Types of fraud that targets individualsHow organizations can work to reduce risk for workers
Sticky Ethical Choices, featuring Bob Mims and Don Minges
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Online
1.00 Credits
Member Price: $59
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
Excel - Building Powerful Lookup & Reference Formulas
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions Speeding up worksheet creation with the INDIRECT function Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) Using ERROR checking functions
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
GASB Basic Financial Statements for State and Local Governments 2024
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Online
8.00 Credits
Member Price: $299
Internal controls and risk assessments using a risk-based audit approach New Pension and OPEB Standards, including GASB Statement Nos. 68 and No. 75 COSO for Smaller Entities and Governments Survey of California Cities and Counties (17th Annual) New GASB Standards updated with an emphasis on GASB 84, Fiduciary Activities and GASB 87, Leases GASB's "Big Three" Projects
Partnership and S Corporation - Basis and Distribution Issues
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Online
8.00 Credits
Member Price: $299