CPE Catalog & Events
Let's End Business Ethics
-
Online
2.00 Credits
Member Price: $79
See more dates
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
Surgent's Auto and Energy-Related Tax Credits
-
Online
2.00 Credits
Member Price: $99
See more dates
How a purchaser of an energy-efficient clean vehicle claims a credit The energy efficient home improvement credit The Residential Clean Energy Credit The clean vehicle credit The previously owned clean vehicle credit The qualified commercial clean vehicle credit Transfers of credits to an unrelated transferee Seller report information for buyers of new and previously owned clean vehicle credits Registering a dealer for dealer reporting and Clean Vehicle Tax Credit transfers
Surgent's Taking Advantage of Like-Kind Exchanges
-
Online
2.00 Credits
Member Price: $99
See more dates
Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824
Surgent's Working Remotely: Best Practices, Challenges, and Opportunities
-
Online
2.00 Credits
Member Price: $99
See more dates
Technology and workstation arrangements Maximizing productivity Establishing procedures that can be implemented throughout the organization Understanding the relationship between remote work and employee retention Effective communication strategies for staying connected with colleagues and clients The productivity challenges unique to working from home Time management The importance of distinguishing between the “home office” and “home” Data privacy concerns Other ethical considerations that arise when working from home
2024 Annual Update for Governments and Not-for-Profits
-
Online
8.00 Credits
Member Price: $225
See more dates
Compensated Absences Financial Reporting Model 2024 Compliance Supplement Yellow Book Quality Management
Owning an Electric Vehicle: Costs and Considerations
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics that will be covered in this class include:Understand how gas, electric and hybrid vehicles differVehicle typesKnow the costs to purchase, maintain, and charge electric vehiclesAnticipate start-up costs for charging an EV at your business or homeUnderstand charger types and when to use or install each oneOvercoming "range anxiety"
Corporate Income Tax Return Fundamentals Part 2 2024
-
Online
4.00 Credits
Member Price: $159
See more dates
Uniform capitalization rules, overview Minor discussion on depreciation: capitalization, gain, loss and recapture Carrybacks, carryforwards and credit Case Study and presentation in return Mergers and Acquisitions impact on the return
Fundamentals of Inbound US Rules of International Taxation 2024
-
Online
4.00 Credits
Member Price: $159
See more dates
Withholding on dividends, interest, rents, royalties, and compensation Withholding rules on foreign investment in US Real Estate 163(j) and Base Erosion Anti-abuse Tax restrictions on repatriation Foreign Persons with a US Trade or Business Taking advantage of tax treaties Tax-Advantaged Transfer Pricing IRS Audit Tools for Foreign-Owned Corporations
Excel - Using PivotTables for Data Analysis
-
Online
4.00 Credits
Member Price: $149
See more dates
The major topics that will be covered in this class include:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts
Comprehensive Pass-Through Owners' Basis and Distribution Rules 2024
-
Online
8.00 Credits
Member Price: $299
See more dates
Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Determine how to calculate an owners' initial tax basis of his pass-through entity Learn how to correctly make annual adjustments to a pass-through owners' tax basis Identify what constitutes a debt basis for an S corporation shareholder Learn the tax ramifications of repaying loans to S corporation shareholders
Ethical Considerations in Working with Cannabis
-
Online
1.00 Credits
Member Price: $55
See more dates
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
Audit 303: Internal Controls - Required Communications
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics covered in this course include:The required communication of internal control matters noted on an auditEvaluating the severity of identified deficiencies, including consideration of qualitative considerationsImportance of placing a priority on being a value-added business advisorAnticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or complianceComponents of a well-written internal control commentBetter writing tips and techniques
Accounting-Entering Payroll Data with Journal Entries 2024
-
Online
1.00 Credits
Member Price: $49
See more dates
Payroll accounting
Navigating Leaves of Absence
-
Online
1.00 Credits
Member Price: $39
See more dates
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Excel - Feature Review in 100 minutes
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
CFO Career Upgrade with LinkedIn
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics covered in this class include:Essential elements of a compelling LinkedIn profile for a CFOHow to build a strategic career networkFive ways that CFOs can leverage LinkedIn as leaders of an organizationHow to get referred to new job opportunitiesEssential LinkedIn do's and don'ts for CFOs
Systems Thinking for CPAs 2024
-
Online
2.00 Credits
Member Price: $89
See more dates
Pattern recognition and interconnectedness Foresight Emergence Complexity System mapping
If You Only Knew What Microsoft Word Could Do
-
Online
2.00 Credits
Member Price: $89
See more dates
Major topics covered in this course include:Best practices for those creating Word documents of all typesUsing Word Styles to enhance and organize documentsWord features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value
S Corporations: Calculating Shareholder Basis
-
Online
2.00 Credits
Member Price: $89
See more dates
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
2024 Stand Out - How to Create a Unique Employer Brand
-
Online
1.00 Credits
Member Price: $39
See more dates
Employer Brand Talent Management Future of Work Onboarding New Hires