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CPE Catalog & Events

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Depreciating & Expensing Business Assets

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Online

2.00 Credits

Member Price: $109

Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits Rev. Proc. 87-57 and MACRS ADS depreciation for electing farm and real estate business Update on recent developments

HR Investigations - Episode 2 - Interview Techniques

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Online

2.00 Credits

Member Price: $109

Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results

Surgent's Getting Ahead: The Art of Marketing for CPAs

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Online

2.00 Credits

Member Price: $99

Challenges of marketing CPA firms Developing marketing strategy  Elements of a marketing plan Example: CPA firm marketing plan Marketing regulatory/AICPA issues Picking the right marketing channels  Marketing channel statistical analysis  Developing marketing metrics

Hands-On Tax Return Workshop - S Corporations (Form 1120S)

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Online

8.00 Credits

Member Price: $400

Extensive review of the S corporation income tax laws with an emphasis on any new legislative Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items Discuss how schedule K items get allocated to shareholders on their schedule K-1s Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Talk about the unreasonably low officer compensation issues Learn the special tax treatment of fringe benefits paid to 2% shareholders and family members Schedule M-1 – calculate the reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – detailed step-by-step calculation of the AAA, PTI, E&P and OAA accounts Basic overview of the tax treatment of distributions including when a S corporation has prior C corporation earnings and profits (E&P) Review the importance and basics of calculating a shareholder’s stock and debt basis Basic overview of the potential S corporation built in gains tax from the conversion of a C to S corporation

Ethics: 10 Crucial Qualities of High Character CPAs

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Online

2.00 Credits

Member Price: $89

The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so

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).

Professional Skepticism for the Public Accountant

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Online

1.00 Credits

Member Price: $59

Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset

Minimizing Workplace Warfare

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Online

1.20 Credits

Member Price: $59

Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques  

The Controllership Series - The Financial Close Process

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Online

1.50 Credits

Member Price: $79

Accounting Finance Financial Statements

Deep Dive into Quality Management

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Online

2.00 Credits

Member Price: $109

SQMS 1 and 2 Auditing Yellowbook

S Corporations: How to Calculate Shareholder Basis

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Online

2.00 Credits

Member Price: $109

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 and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations

Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

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Online

2.00 Credits

Member Price: $125

Data validation Conditional formatting Subtotal function Reduce formula errors Skinny row

S Corporation Essentials: Stock & Loan Basis Reporting

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Online

2.00 Credits

Member Price: $109

Basis of stock and debt Form 1040, Schedule E Shareholder basis of indebtedness Limitation of deduction of losses AAA and distributions

Audits of 401k Plans 25-26

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Online

8.00 Credits

Member Price: $329

SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits Update of the changes affecting 401k plans Compliance issues commonly encountered in 401k plan audits Best practices for engagement planning, internal controls, risk assessment, and detailed testing Common audit reporting and disclosure issues

The Role of Internal Control in the Risk-Based Audit

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Online

4.00 Credits

Member Price: $159

Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients

How SAS Nos. 134-145 Improve Risk-Based Audits

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in SAS Nos. 134-145

Comprehensive Partnership Taxation Form 1065 25-26

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Online

8.00 Credits

Member Price: $329

Special and Targeted allocations Proper calculation of outside and inside tax basis Tax consequences of distributions including the impact of hot assets Transfer of partnership interests Issuance of partnership interests to service partners

Social Security Basics and Strategies for Maximizing Benefits 25-26

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Online

8.00 Credits

Member Price: $329

Social Security planning, benefit calculation, and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for self-employed individuals Planning for surviving spouses Integrating retirement plan distribution strategies with Social Security claiming strategies Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA

Estate Planning for Today and Beyond

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Online

8.00 Credits

Member Price: $275

Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships

Tax Season Update for Individuals with Steve Dilley

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Online

4.00 Credits

Member Price: $245

Update and integration of recent tax legislation impacting 2025 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2026 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes