CPE Catalog & Events
2024 Section 174: New Rules for the R&E Deduction
-
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
-
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
-
Online
1.00 Credits
Member Price: $59
Communication Social Media Marketing Publicity Public Relations Business Strategy
Giving Feedback that Delivers Results
-
Online
1.00 Credits
Member Price: $59
Communicaiton Performance Reviews Feedback Management Leadership
2024 The Psychology of Fraud
-
Online
1.50 Credits
Member Price: $79
Fraud Fraud Triangle
The Controllership Series - The Controllers Role in Financial Forecasting
-
Online
1.50 Credits
Member Price: $59
Accounting Finance
Form 1120S - Preparation and Analysis
-
Online
2.00 Credits
Member Price: $79
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations
The Power of a Good Story!
-
Online
4.00 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Is Your Company a Cult? 2024
-
Online
4.00 Credits
Member Price: $159
Behavioral warning signs for companies that cross the line Case studies for fraud potential in cult-like companies
Assessing Independence Under the New Yellow Book
-
Online
1.00 Credits
Member Price: $39
Independence Threats Safeguards
The Controllership Series - The Future Role of the Controller Part 1
-
Online
1.50 Credits
Member Price: $59
Accounting and Finance
ASC 842, Leases: Implementation Issues and Lessons Learned
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:FASB's Accounting Standard Update for Leases (ASC Topic 842)Key differences between ASC Topic 842 and ASC Topic 840Implementation options, entries, practical expedients, and remeasurement-triggering eventsFASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements
2024 The Role of Internal Control in the Risk-Based Audit
-
Online
4.00 Credits
Member Price: $129
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
2024 Ethical Tax Practice Strategies in a Crisis World
-
Online
2.00 Credits
Member Price: $79
“Tales from the Front” – practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Defining Where and Why Internal Controls are Needed 2024
-
Online
2.00 Credits
Member Price: $89
Control design basics Areas or segments of an enterprise to control Controls to reduce risk Controls to drive operations
Cyber Attacks Through Impersonation
-
Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this class include:Impersonation techniques used to launch cyber attacksCybercriminals' focus: stealing financial assets and intellectual propertyPractical advice on controls to implement to reduce victimization from impersonation cyber attacksPractical advice to reduce the impact of a cyber attack
Asset Misappropriation - Let Me Count the Ways
-
Online
2.00 Credits
Member Price: $109
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
-
Online
4.00 Credits
Member Price: $159
Why customer service is not just having nice people; it is truly serving the customer Analysis of the value of the customer to compare it to various costs creating an ROI How to develop a compliance program that adds value to the customer A hard look at several companies and industries that have mastered the dual objectives How COVID-19 has affected compliance and customer service
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
-
Online
4.00 Credits
Member Price: $159
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
2024 Fringe Benefit Planning - Today and Beyond
-
Online
8.00 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules