CPE Catalog & Events
SECURE Act 2.0: What You Need to Know
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Online
1.00 Credits
Member Price: $39
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
Navigating Difficult Conversations with Coworkers
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Online
1.00 Credits
Member Price: $59
Communication Negotiation Conflict Persuasion Management Leadership
The Controller Function - Cash and Investments
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Online
1.00 Credits
Member Price: $39
Accounting Finance
Preparing to be a Forensic Accountant - Cloud Forensics
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Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
OneNote - Mastering Organization of Your Notes & Correspondence
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Online
2.00 Credits
Member Price: $89
The following topics will be covered in this course:Navigating the OneNote interfaceBest practices for notebook organizationLearn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooksUsing OneNote with OneDrive to share and collaborate with internal and external usersCreating and using templates to streamline your notebook managementIntegrating OneNote with your task managerUsing the power of tags to manage and search your contentUsing OneNote on your tablet and smartphone
Just Ask Why - Searching for Answers: Generating Solutions
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Online
4.00 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
Basic Individual Taxation Course
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
2024 Internal Control Fundamentals
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Online
2.00 Credits
Member Price: $79
Risk Assessment Internal Controls COSO
Common Deficiencies in EBP Audits
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Employee benefit plansAudit procedures and documentation
Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
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Online
2.00 Credits
Member Price: $99
Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts
Surgent's Raising Financially Capable Children
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Online
2.00 Credits
Member Price: $99
Discussion of the importance of a financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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Online
3.00 Credits
Member Price: $149
How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation
2024 Excel Essentials for Today's Accountant: Become an Expert in One Day
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Online
4.00 Credits
Member Price: $129
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application
Key Cybersecurity Controls for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The five key tenets of cybersecurity: Identify, Detect, Protect, Respond, RecoverReview specific cybersecurity controls within each of the five cybersecurity tenetsHow to appropriately assess key cybersecurity controls
2024 Section 174: New Rules for the R&E Deduction
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Online
1.00 Credits
Member Price: $39
Impact of the Section 174 law change requiring capitalization of research and experimental costs Comparison of the Section 41 R&E credit to the Section 174 R&E deduction Financial accounting for R&E costs Required change of accounting method and Form 3115 Revised treatment of software development costs Comprehensive case problems explaining implementation of the law changes
Monthly Individual Tax Update 2024
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Online
1.00 Credits
Member Price: $49
Individual tax developments coming from Congress, the Treasury Department, the courts, and academe. Time-sensitive topics from the past 30 days.
Social Media: The Bare Necessities
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Online
1.00 Credits
Member Price: $59
Communication Social Media Marketing Publicity Public Relations Business Strategy
Giving Feedback that Delivers Results
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Online
1.00 Credits
Member Price: $59
Communicaiton Performance Reviews Feedback Management Leadership
2024 The Psychology of Fraud
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Online
1.50 Credits
Member Price: $79
Fraud Fraud Triangle