CPE Catalog & Events
Surgent's Guide and Update to Compilations, Reviews, and Preparations
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Online
4.00 Credits
Member Price: $159
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SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions Sample comprehensive engagement work programs for preparation, compilation, and review engagements
Auditing Financial Statements of ERISA Plans
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Online
4.00 Credits
Member Price: $213
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Auditing the statement of net assets available for benefits Types and classification of common plan investments Plan investment audit procedures based upon type of audit and risk assessment Auditing the statement of changes in net assets available for benefits Audit procedures at the participant level required for investment gains (losses), contributions, and benefit payments or withdrawals Presentation and disclosure requirements in accordance with GAAP Audit considerations related to related parties, parties in interest and prohibited transactions, a plan's tax status and Form 5500, and Form 11-K filers, and related changes introduced by SAS No.136
Shorten Month-End: Closing Best Practices
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Online
4.00 Credits
Member Price: $149
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Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
Walter Haig's SSARS Prep, Comp and Review Update
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Online
8.00 Credits
Member Price: $239
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The major topics that will be covered in this class include:Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.
Emotional Intelligence
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Online
1.00 Credits
Member Price: $39
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Emotions Relationships
Governmental Accounting 101
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Online
2.00 Credits
Member Price: $79
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Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting
PowerPoint Fundamentals - Create Engaging Presentations
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this course include:Presentation design best practicesOrientation to the PowerPoint features functionsUsing templates, themes and slide layoutsStep-by-step guide to designing and creating a presentationAdding graphics, photos and other objectsPreparing for the delivery of your presentation
Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes
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Online
2.00 Credits
Member Price: $99
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Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income
Surgent's Successfully Completing a Gift Tax Return -- Form 709
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Online
2.00 Credits
Member Price: $99
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Taxpayers who do not file gift tax returns but should The annual exclusion rules for gifts to trusts including required Crummey notices What should be disclosed on the return for purposes of running the statute of limitations The reporting of installment sales and split-interest Valuations and valuation discounts for gifts of closely held businesses The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUEA) A line-by-line explanation of Form 709
Top 10 Business Myths and How to Avoid Them
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Online
2.00 Credits
Member Price: $79
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What are the ten most common business myths? Why do so many leaders ignore the risks? Steps you can take to prevent these myths from damaging your organization Recommendations from successful businesses
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Online
4.00 Credits
Member Price: $129
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Business Management Organization
CFO Series: Are Employees Assets? Today's New Employment!
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:GAAP vs economic value of employees?The changing landscape of workThe need to change management tactics.Different generations and demographicsUnderstanding the differences.What issues do they present?How do we improve our understanding?Employee engagement/assessment surveys and what they should tell us.Successful tactics for today's workforce.
Electronic Audit Evidence in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Audit evidenceEmployee benefit plans
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 2024
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Online
2.00 Credits
Member Price: $89
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The Differences between a Simple and Complex Trust The Use of the Tier System with Complex Trusts Review of Basic Requirements of the Charitable Contribution Deduction under IRC Sec. 642(c) Preparation of a Tax Spreadsheet for a Complex Trust Preparation of a Tax Spreadsheet for a Complex Trust with a Charitable Contribution Deduction Complex Problem Form 1041 Examples with Spreadsheets and Exhibits
Analytical Procedures Workshop
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Online
4.00 Credits
Member Price: $159
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Microsoft 365 Deployment Bootcamp for Your Practice
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Online
4.00 Credits
Member Price: $149
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Specific topics that will be covered:Understanding the full potential of Microsoft 365 to drive efficiency in your practiceBest practices for deploying Microsoft 365 in accounting, tax and advisory firmsDesign your Teams app setup to meet the unique attributes of your practiceUse SharePoint and OneDrive to organize your files and share them securely with your clientsOrganize your thoughts, meeting notes and other content centrally in OneNoteTrack your client engagements and internal projects efficiently and effectively with the Planner appUse Microsoft 365 to document processes, improve client services and increase productivityStep-by-step guide for deployment of Microsoft 365 in your firm based on best practices
IRS Revenue Officers, Field Collection, and Best Practices
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this course include:Handling field collection personnel (Revenue Officers and their managers)Using the IRM and collection timeframes to leverage resolutionsField collection case processingWorking around the Revenue Officer mentality
Audit 305: Strengthening Substantive Analytic Procedures
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:How analytic procedures enhance audit qualityElements of strong analytic proceduresSelecting the proper analytic, and altering the strength for the intended purposeDisaggregating data to make more informed expectationsEvaluating the data used in generating expectations, including corroborating inquiryImproving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtainedResolving significant differences resulting from analytic procedures and concluding on audit results
Take Your PowerPoint From Mess to Success
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Online
1.00 Credits
Member Price: $39
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Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts
HR Guide to Evolving Business Strategy, Finance and Development
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Online
1.00 Credits
Member Price: $39
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Corporate Culture Strategic Planning Leadership Staff Development