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CPE Catalog & Events

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Global Internal Audit Standards (GIAS) Domain V - Part 1

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Online

2.00 Credits

Member Price: $109

Internal Audit Internal Controls Standards Institute of Internal Auditors

Microsoft 365 Application Lightning Round Review-Updated

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Online

1.00 Credits

Member Price: $55

The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps

Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis

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Online

2.00 Credits

Member Price: $109

Forensic Accounting Accounting Auditing Finance

IRS Cybersecurity Checklist

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Online

2.00 Credits

Member Price: $109

Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap

Ethical Considerations of the New AICPA SSTS Rules

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Review of the new AICPA Statement on Standards for Tax ServicesReorganization of SSTS by type of work performedDiscuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities

All About Fraud - Examples, Prevention and Auditing

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Online

4.00 Credits

Member Price: $159

Auditing Yellowbook

Advanced Cybersecurity - Beyond the Basics

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Understanding Cyber Threats and Risks in FinanceCybersecurity Frameworks and Best Practices for Financial ProfessionalsFinancial Data Security and Encryption TechniquesCybersecurity Auditing and Forensic InvestigationsEmerging Technologies and Trends in Financial CybersecurityLeadership and Governance in Cybersecurity for Financial Executives 

2025 Annual Update for Governments & Not-for-Profits

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Online

8.00 Credits

Member Price: $239

The major topics that will be covered in this course include:New GASB standardsGASB 100, Accounting Changes and Error CorrectionsGASB 101, Compensated Absences.Accounting Standard Updates issued by the FASBNot-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.Yellow Book and Single Audit engagements.Changes in the 2024 Compliance SupplementChanges to the Uniform GuidanceCommon deficiencies identified by the federal agencies and peer reviewers.

Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms

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Online

8.00 Credits

Member Price: $279

Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done?  Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms

Forensic Accounting: When The Office Is A Crime Scene

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Online

4.00 Credits

Member Price: $149

The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions

Addressing Misconduct

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Online

1.00 Credits

Member Price: $59

Insubordination Personality and attitude problems Generalized disparaging comments Previously unaddressed conduct Misconduct due to mental condition Corrective action meetings and documentation Attendance control

Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence

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Online

2.00 Credits

Member Price: $109

How well-designed analytic procedures enhance audit quality Elements of strong analytic procedures Selecting the proper analytic, and altering the strength for the intended purpose Evaluating the data used in generating expectations Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained

Become a Data Analysis Expert

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.

Surgent's Basic Estate Administration for CPAs and FAs

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Online

2.00 Credits

Member Price: $99

Legal principles and definitions Trust accounting issues Working closely with legal counsel proactively in the best interest of the client Property law concepts Complex community property issues Filing special forms: Form SS-4, Form 56, Form 4810, and Form 5495 Executor checklist The basics of filing a Form 1041 for an estate or non-grantor trust Filing a final Form 709 The basics of filing Form 706 Understanding 706 elections Understanding Estate Valuations, including GST and portability Special considerations for IRAs and ERISA plans When to make Section 454 elections When to make Section 754 elections Understanding the fine points of basis S corp issues Partnership and LLC considerations Passive loss carryforwards and estates Fiscal year elections 65-day election for trusts and estates Tax aspects of pecuniary and specific bequests

Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

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Online

2.00 Credits

Member Price: $99

Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans

Independence for Auditors - AICPA, PCAOB, GAO & DOL

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Online

4.00 Credits

Member Price: $159

Auditing Yellowbook AICPA, GAO, DOL and PCAOB

Preparing to be a Forensic Accountant - Focus on Network Forensics

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Online

1.50 Credits

Member Price: $79

Forensic Accounting Accounting Auditing Finance

HR's Role in Business Evolution: Strategy, Finance, and Growth

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Online

2.00 Credits

Member Price: $79

Corporate Culture Strategic Planning Leadership Staff Development Use of Generative AI

Comprehensive Roth IRA Strategies Analysis 25-26

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Online

2.00 Credits

Member Price: $99

Why Roth-related Rules of Thumb can be flawed Questions you can use to evaluate recommendations SECURE 2.0 changes related to Roth IRA / Roth 401k Backdoor and Mega-Backdoor Roth

Let's Meet at the Intersection of Fraud and Ethics

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Online

4.00 Credits

Member Price: $159

Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards