CPE Catalog & Events
The Role of HR in Business Sustainability
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Online
1.00 Credits
Member Price: $59
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
Form 706 Preparation Part 1: Overview Including Portability 2024
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Online
2.00 Credits
Member Price: $89
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1-4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Surgent's Use the Data Model to Build More Powerful PivotTables
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Online
2.00 Credits
Member Price: $99
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Todd and Julie Chrisley Go to Prison
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:What is bank fraud?What is wire fraud?Role of financial service professionals in combating tax evasion and white-collar crimeRed flags indicating of white-collar crimesImportance of knowing customersCriminal justice proceedingsRelationship between victim impact and sentencingRelationship between loss amounts and sentencing
Money Laundering 101 for CPAs
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Online
4.00 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Partnerships: How to Calculate Partner Basis
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:How to calculate the basis when the entity is formed, including the impact of contributed propertyExplains the use of both "inside" and "outside" basis determinationClarifies the importance of partnership capital accounts and partnerships debt on partner's tax basisComprehensive example to illustrate the mechanics of the basis determination processExplanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest
Practical Insights Gleaned from the AICPA's Code of Conduct
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Evolution of relevant professional guidance Independence provisions Vernacular used in the AICPA Code of Professional Conduct Conflicts of interest Offering/accepting gifts or entertainment Acts discreditable to the profession
ASC 842, Leases: Implementation Issues and Lessons Learned
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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
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Online
3.00 Credits
Member Price: $169
Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
Common Financial Statement Disclosures
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Member Price: $59
Team dynamics Influence Organizational behavior Leadership
Appreciation Intelligence: The New AI
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Online
1.00 Credits
Member Price: $59
Languages of appreciation Appreciation strategies
Audits of 401k Plans 2024
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Online
4.00 Credits
Member Price: $159
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits Update of the changes affecting 401k plans Compliance issues commonly encountered in 401k plan audits Best practices for engagement planning, internal controls, risk assessment, and detailed testing Common audit reporting and disclosure issues
The CFO Who Went to Prison
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies
Small Business Stock Gains: Exclusion and Deferral Opportunities 2024
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Online
2.00 Credits
Member Price: $89
IRC 1202-The benefit of the exclusion IRC 1202-The requirements that must be met IRC 1202-Limitation on the amount of the exclusion Comparison of the IRC 1202 exclusion to making S corporation election IRC 1045-The benefit of the deferral IRC 1045-The requirements that must be met The basics of Employee Stock Ownership Plans (ESOP) IRC 1042-The benefit of the deferral IRC 1042-The requirements that must be met
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
The Competent Accountant - Mastering the Role of the Controller/ CFO
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Online
4.00 Credits
Member Price: $159
Business Management Organization
Case Study Ethics for Today's Accountant
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Online
1.00 Credits
Member Price: $55
The major topics covered in this class include:How to apply ethical guidance to scenarios accounting professionals may encounter in public practiceBest ethical standards to integrateAnalyze and apply the AICPA Code of Professional Conduct
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $159
Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB’s Technical Agenda Leases – Topic 842 Review of SAS No. 142 – Audit Evidence Recently issued SASs and other AICPA activity Detailed review of SAS No. 145 Other important A&A practice matters
Start a Forensic Accounting Practice with Confidence
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Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice