CPE Catalog & Events
Defining Where and Why Internal Controls are Needed
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Control design basicsAreas or segments of an enterprise to controlControls to reduce riskControls to drive operations
Fiduciary Accounting for Estates and Trusts
-
Online
4.00 Credits
Member Price: $159
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting issues
Ethical Considerations of the New AICPA SSTS Rules
-
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
Roadmap to Ethical Decision Making
-
Online
2.00 Credits
Member Price: $109
Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters Discuss the principles of professional conduct Address compliance with professional standards Use case studies to address circumstances that may create threats to independence
Behind the Curtain: Exploring IRS Audit Technique Guides
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries
Surgent's IT Systems and Data Management
-
Online
2.00 Credits
Member Price: $99
Key components of IT architecture Cloud computing models and deployments Enterprise resource planning (ERP) systems Business resiliency and disaster recovery planning Business continuity plans Business impact analysis System availability measures Change management for hardware and software applications Risks and documentation in change management Testing environments and conversion approaches for new information systems Patch management and change control policies Data management processes and lifecycle Data collection methods and storage types Utilizing data for financial and operational decision-making Examining relational databases for integrity Investigating business process models for improvements
Preparing and Reviewing Workpapers for Higher Quality Audits
-
Online
4.00 Credits
Member Price: $159
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards
Business Consulting for CPAs
-
Online
4.00 Credits
Member Price: $159
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
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners
-
Online
4.00 Credits
Member Price: $129
An overview of provisions of existing law extended, made permanent without substantial change and/or WITH substantial changes, including casualty losses, individual tax rates, alternative minimum tax, bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses New law provisions for individuals and businesses Review of existing law provisions that have been repealed, including electric car credit, home energy credits, commercial clean vehicle credit and electric car charger credit
Digging Deep with Excel Pivot Tables
-
Online
1.00 Credits
Member Price: $59
Data preparation and cleansing Pivot table creation Pivot table customization Navigating Excel’s PivotTable Analyze tab
The Controllership Series - Sales, Collections and Customer Credit
-
Online
1.50 Credits
Member Price: $79
Accounting Sales Collections
Individual Tax Update: Recent Developments
-
Online
2.00 Credits
Member Price: $109
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
Ethics without Fear for Accounting and Finance Professionals
-
Online
2.00 Credits
Member Price: $125
Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made. Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision.
Excel for Accounting Professionals Session 1: Tables and Named References
-
Online
2.00 Credits
Member Price: $125
Excel conventions Critical shortcuts Named references Tables
Build a Data Model for Analysis in Power BI
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.Building Relationships: Techniques to establish and manage relationships between different data sets.Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
Surgent's Basics of Employment Law for Non-HR Professionals
-
Online
4.00 Credits
Member Price: $159
How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection
Tax Procedure
-
Online
2.00 Credits
Member Price: $109
Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction
Surgent's Hiring New Workers and Payroll Taxes
-
Online
2.00 Credits
Member Price: $99
Form W-4 Form I-9 Form W-9 End-of-year compliance Payroll tax returns Unemployment insurance
Surgent's Successfully Completing a Gift Tax Return -- Form 709
-
Online
2.00 Credits
Member Price: $99
Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
ChatGPT Bootcamp for CPAs with John Higgins
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business