CPE Catalog & Events
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
Metrics Which Every CFO, Controller and CPA Advisor Should Know
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Online
2.00 Credits
Member Price: $89
Overview of financial metrics Ratios versus key performance indicators Purpose and use of metrics Balance sheet metrics Cash flow and liquidity metrics Profitability metrics Operational metrics Use of metrics in analysis
Public Procurement Basics: Protecting the People's Money
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Guidelines and requirements that will help lead you to public procurement success.Guidance on how governments can meet complicated procurement needs.Best practices to protect public and Federal funds.
Surgent's Current Year FASB Update
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Online
2.00 Credits
Member Price: $119
Accounting for government grants Accounting for internal use software Other recent updates FASB’s technical agenda
Surgent's Introduction to Trusts for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $99
How trusts are created, funded, and administered Roles and responsibilities of grantors, trustees, beneficiaries, and other fiduciaries Common reasons for using trusts, including management, protection, and transfer planning Trust duration rules and modern statutory approaches Basic trust accounting concepts and fiduciary income taxation Differences between revocable and irrevocable trusts for tax and control purposes Overview of frequently used estate planning trusts and their typical objectives Methods for modifying or restructuring irrevocable trusts under current law
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.00 Credits
Member Price: $89
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Federal Tax Update for Individuals with Doug Van Der Aa
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Online
4.00 Credits
Member Price: $149
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers
Fiduciary Accounting for Estates and Trusts
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Online
4.00 Credits
Member Price: $149
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
2026/27 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
Member Price: $149
Accounting Standards Updates (ASUs) affecting not-for-profit organizations Introduction to and comparison of the International Non-Profit Accounting Standard (INPAS) U.S. GAAP considerations for NFP financial reporting AICPA auditing and attestation updates Quality management: monitoring and remediation responsibilities Updates to SSAEs, SSARSs, and group audits
Tax Season and OBBBA Update for Individual with Steve Dilley
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Update and integration of recent tax legislation impacting 2026 individual returnsUpdate on significant individual tax developments related to cases and rulingsIndividual tax changes including the earned income credit, child credit, and child and dependent care creditSection 199A changes, including use of carryforward passive activity and 199A losses and latest tax formsCrypto reporting update2027 tax rate schedule and other inflation adjusted itemsPassive activity and hobby loss rules changes.
IRC 1031 in the Real World: Practical Issues and Compliance
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRC § 1031 like-kind exchange rules under current law Changes to § 1031 following the Tax Cuts and Jobs Act Qualification requirements for like-kind exchanges Definition of real property under Treasury Regulations Like-kind versus non-like-kind property Relinquished property Replacement property Realized gain Recognized gain Basis calculations Interaction of § 1031 exchanges with cost segregation studies Depreciation treatment under IRC §§ 1245 and 1250 Allocation of basis to replacement property Depreciation of carryover basis Depreciation of excess basis Multiple-property exchange rules Tax return preparation and review considerations Compliance considerations for § 1031 exchanges
Internal Control - Testing for Operating Effectiveness
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud
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Online
1.50 Credits
Member Price: $79
Accounting Finance Procurement Inventory
Finding Errors in Excel Spreadsheets
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Selected Ethics Topics 2025 - 2026
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Stay in compliance with recent ethics standards changes that impact your practice.Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.Discuss emerging issues and standard-setting activity that could affect your practice in the future.Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.
Ethics, Spirituality, Love and Belonging in the Workplace
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ethical FrameworksEthical Dilemmas and Decision MakingSpirituality, Love and Belonging in the Workplace and their influence on Workplace Conduct
Nonprofit A&A Standards Update and New Developments 26-27
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Online
2.00 Credits
Member Price: $99
• Pledges and contributions • Restrictions and conditions • Special concerns with governmental funding • Donated goods and services • Special events • Revenues earned through sales and services to customers
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
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Online
1.20 Credits
Member Price: $39
Revenue Recognition Accounting
Neurodiversity & Productivity. Include More Minds to Make the Most of Your Time
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Online
1.00 Credits
Member Price: $39
Neurodiversity Productivity Leadership Management Communication Inclusion Culture Empathy
The Controller Function - Elevating the Role
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Online
1.50 Credits
Member Price: $79
Accounting Finance Auditing Business Development