CPE Catalog & Events
Excel for Accounting Professionals Session 6: List Comparisons and Indenting
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Online
2.00 Credits
Member Price: $118
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Create Paginated Reports with Power BI Report Builder
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
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Online
1.00 Credits
Member Price: $39
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Health and Wellness Burnout Stress Management Employee Engagement
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $39
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Languages of appreciation Appreciation strategies
Surgent's Successfully Completing an Estate Tax Return -- Form 706
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Online
2.00 Credits
Member Price: $99
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Changes to the IRS Form 706 How to successfully navigate the form The ins and outs of the “portability” rules, including how the rules actually work using common examples Income tax consequences How to avoid malpractice traps Overlooked GST issues
Starting a Fraud Investigation
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Assembling the fraud investigation teamManaging and supervising staffObtaining and managing evidenceBackground checksPublic records searchesDigital data analysisInterviewing techniques
Why People Are Irrational, Biased and Emotional With Money
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Common irrational money decisionsCognitive biases and their impact on decision-making and ethical behaviorMental accountingThe ostrich effectPresent biasSunk-cost fallacyAnchoring biasStatus quo biasThe bandwagon effectEmotional responses in money decisions
Surgent's Annual FASB Update and Review
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Online
4.00 Credits
Member Price: $159
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Private company standard setting activities Recent FASB Accounting Standards Updates (ASUs) Topic 842, Leases ASC 326: CECL
Surgent's Ethical Considerations for the CPA
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Online
4.00 Credits
Member Price: $159
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Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples
Obtaining an Understanding of Internal Control
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Online
1.00 Credits
Member Price: $71
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Various definitions and aspects of internal control, including separation of duties and safeguarding of assets Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB Factors to consider, for example, industry, regulation, and nature of the entity Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming
Coaching & Counseling - Performance Management
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Online
1.00 Credits
Member Price: $39
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Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room
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Online
1.50 Credits
Member Price: $59
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Public speaking Presentation Skills Communication Leadership
Audit 208: Audit Reporting Basics - Report Issuance Process
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Objective of financial reporting and Inter-relationships of financial statements and disclosuresSpecial purpose framework financial statements and the impact on auditsTypes of audit reports, including reasons for modificationFinancial statement drafting and issuance processPerforming a final quality control check before report release
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $118
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Definition of an engagement Forms, checklists and other documentation for preparing, compiling and reviewing engagements Explanation of the differences between compilation and preparation engagements Criteria of a compilation engagement and the entities where compilations can be performed Criteria of a review engagement Changes in level of service
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
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Online
2.00 Credits
Member Price: $99
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Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers, and tax withholding Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022
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Online
2.00 Credits
Member Price: $99
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The 15% corporate tax 1% tax on the repurchase of corporate stock Enhancement of IRS services Prescription drug pricing reform, including drug price negotiation Maximum out-of-pocket cap for Medicare beneficiaries Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line Clean energy and efficiency incentives for individuals Energy efficient home improvement credit Energy efficient commercial buildings deduction (Section 179D) Extensions, increases, and modifications of the new energy efficient home credit Clean vehicle credit and credit for previously owned clean vehicles Qualified commercial clean vehicles Transfers of certain credits to an unrelated transferee Increase in research credit against payroll tax for small businesses
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Best Practices For An IRS Levy Or Wage Garnishment
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this course include:Learning the pre-levy notice requirements.Knowing what the levy exemptions are.Proposing levy alternatives.Understanding the difference between wrongful levy versus erroneous levy.Knowing how to employ levy mitigation techniques.
Documenting Internal Control
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Online
1.00 Credits
Member Price: $71
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Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes Auditor considerations for documenting internal controls in a risk assessment Documentation of an assessment of internal control
Excel - Advanced Formatting to Improve Your Spreadsheets
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Customizing cell formatting and cell stylesUsing number and custom number formattingUsing Conditional Formatting to format cells based upon a defined criteriaProtecting a worksheet and workbook to prevent changes