CPE Catalog & Events
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
2024 The Preparation of Form 706 and 709 - Line-by-Line
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Online
4.00 Credits
Member Price: $129
Federal Form 706: Overview and Preparation Federal Form 709: Understanding and Compliance Portability in Estate Tax Planning Coordinating Issues for Decedent's Final Income Tax Return Postmortem Estate Planning Strategies Recent Legislative Changes: Impact on Estate and Gift Taxation Integrating Tax Planning into Client Services
Taxation of Property Transactions - Tax Staff Essentials
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Online
4.00 Credits
Member Price: $213
Sections 1231, 1245, 1250 Depreciation recapture Capital gains and losses Non-recognition transactions
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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Online
1.00 Credits
Member Price: $59
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
Current Audit Environment and ASB Activity
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Online
2.00 Credits
Member Price: $118
Updates to auditing and attestation standards Recently issued exposure drafts Current environment and implication for audit planning
Exploring the New Lease Accounting Standard
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates
International Taxation 2024
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Online
2.00 Credits
Member Price: $89
Income tax treaties Residence tests Effectively connected income FDAP and FIRPTA withholding Avoiding transfer taxation of foreign investors Pre-immigration tax planning
Small Business Risk Avoidance
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Online
4.00 Credits
Member Price: $129
New perspective on corporate governance ERM overviewERM-small business approach; 10 steps to take NOW!
Audit 406: Auditing Revenue Recognition - Common Risks
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Generally accepted accounting principles related to sales, including the newest revenue recognition model of Topic 606Common revenue recognition fraud schemes and potential audit responsesAudit responses to significant risks requiring special audit consideration related to revenue recognition
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Member Price: $59
Accounting Finance SG Operations
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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Online
1.50 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Performing Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $118
Definition of an engagement Forms, checklists and other documentation for preparing, compiling and reviewing engagements Explanation of the differences between compilation and preparation engagements Criteria of a compilation engagement and the entities where compilations can be performed Criteria of a review engagement Changes in level of service
Clean, Transform & Load Data in Power BI
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Contract and Procurement Fraud
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Online
2.00 Credits
Member Price: $109
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Forensic Accounting 2024
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Online
4.00 Credits
Member Price: $159
Forensic Accounting Family Law Business Valuations Economic Damages Fraud Financial Investigations
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Online
1.00 Credits
Member Price: $39
IRS Penalties and Abatements
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Long-Term Care Insurance: Make the Switch
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The need to fund for long-term care in AmericaClient's attitudes and misconceptionsInnovative long-term care solutions and funding
Treasury Circular 230 for EAs and Other Tax Preparers
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Online
2.00 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
The Controllership Series - The Controller's Role in Pro Forma Financial Statements
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Online
1.00 Credits
Member Price: $39
Accounting Finance