CPE Catalog & Events
Financial Planning Trends and Opportunities for Clients 2024
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Online
2.00 Credits
Member Price: $89
Cash flow management and budgeting Insurance Investments Education Income tax Retirement Estate Planning Closely-held business owners Marriage, cohabitation and divorce
Secure Act 2.0 - Everything that you Need to Know
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Online
2.00 Credits
Member Price: $79
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
What's So Funny 'Bout Accounting and Tax Ethics 2024
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Online
4.00 Credits
Member Price: $159
AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
Understanding Internal Control Constructs
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Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Ethics: How to Ensure Zombie Ethics Won't Kill Your Business
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Online
2.00 Credits
Member Price: $89
We'll closely examine several myths about ethical leadership that continue to plague businesses like yours. You'll learn why these ideas deserve to be put to rest for good and what should take their place. This will be an ethics webinar unlike any you have ever taken-because it will be both entertaining and rich in content!
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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Online
1.00 Credits
Member Price: $59
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
Cybersecurity Fundamentals for CPAs
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Top cloud security threats and how to protect against themData security best practices and how to implement themTypes of cloud services and how to choose a good vendorEffective password management and multi-factor authentication for accountsHome network and device security practices
Taxation of Judgements and Settlements
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Online
2.00 Credits
Member Price: $79
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Managing the Accounting Department
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Online
4.00 Credits
Member Price: $159
Accounting Leadership Management
Nonverbal Communication: The Silent Language of Success 2024
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Online
2.00 Credits
Member Price: $89
Nonverbal communication-Virtual
Surgent's Excel Shortcuts for Accountants
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Online
2.00 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
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Online
2.00 Credits
Member Price: $99
SECURE Acts and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax 529 to Roth: who, what, when, and how The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
Technology Trends Update for CPAs with John Higgins
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Role of cloud computing as the foundation for all tech trendsBig data and data analytics the new frontier for CPAsWorkflow automation with RPA, ML and AI with a focus on ChatGPTBlockchain technology, the revolutionary data storage modelCryptocurrency 15 years later, an update on the market and technologyMetaverse - what's it all aboutCloud based financial and ERP software market update
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures
Improve Design and Productivity with Excel Tables
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What Excel Tables are and why they are importantLearn how to create Excel Tables from scratchMaster the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliersLearn how Excel Tables uses structured reference formulas to create accurate calculationsHow Excel Tables increase spreadsheet creation productivity
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
Member Price: $59
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
Member Price: $79
Documentation Deficiencies
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.
Surgent's Engagement and Client Retention Best Practices
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Online
2.00 Credits
Member Price: $119
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
Surgent's Social Security: Dispelling Common Myths with Essential Truths
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Online
2.00 Credits
Member Price: $99
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!