CPE Catalog & Events
Reporting Consolidated 1099s for Investments 2024
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Online
3.00 Credits
Member Price: $129
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History of 1099 reporting of securities dividends, interest, OID and gain/loss Elections versus required reporting of amortization/accretion Examples using actual 1099 forms
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $159
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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
2024 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Online
4.00 Credits
Member Price: $129
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2024 Compliance Supplement Uniform Guidance Quality Management Yellow Book
Operations Level Internal Control
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this course include:An overview of controls that drive proceduresConsiderations for procedural control developmentUnderstanding and controlling risk that arises when organizations change
Cybersecurity 101 for CPAs
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:The typical IT architecture and technology components that reside in an IT environmentSpecific cybersecurity controls that are applied at each layer within an IT environmentAn overview of common cybersecurity frameworks used within the industry to establish and assess cybersecurity controls
Internal Control - Testing for Operating Effectiveness
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Generally accepted audit requirements related to testing controls for operating effectivenessIdentifying key controls that may prove effective and efficient to test in a control reliance strategyResponses when deviations are discovered when evaluating the design or operating effectiveness of internal controlLeveraging audit evidence available for Service Organization Control (SOC1) ReportsGeneral computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting
Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today
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Online
4.00 Credits
Member Price: $159
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Lessons learned (and lessons remaining) from the implementation of FASB ASC 842, Leases, and ASU No. 2020-07 related to contributions of nonfinancial assets Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, and etc.) Additional issues in not-for-profit financial reporting
Prioritizing Mental Health in the Post-COVID Workplace
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Online
1.00 Credits
Member Price: $39
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Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care
Public Speaking and Confident Communication in Business
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Online
1.00 Credits
Member Price: $39
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Communication Public Speaking Presentation Skills
Avoiding Budget People Issues: Managing Budgeting's Soft Side
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Online
2.00 Credits
Member Price: $79
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Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
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Online
2.00 Credits
Member Price: $89
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Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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Online
2.00 Credits
Member Price: $99
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Applicable provisions of SECURE Act 2.0 Key features for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA How to determine which employees must be covered
Surgent's Representing a Client in an IRS Audit
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Online
3.00 Credits
Member Price: $169
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Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen: roadmap to IRS audit issues
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Online
4.00 Credits
Member Price: $129
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10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes
World-Class Cost Accounting: A Practical Application (Part 2)
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Online
4.00 Credits
Member Price: $129
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Covers fixed and variable MGH overhead of the production department Covers MFG overhead of the manufacturing support departments Identifying certain MFG overhead costs as variable that typically are classified as fixed
Budgeting: Presenting and Communicating your Numbers
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Online
2.00 Credits
Member Price: $79
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Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Ethics Case Studies: Remaining Ethical in the Age of Oversharing
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Online
2.00 Credits
Member Price: $89
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Risks Associated with Social MediaSections of the AICPA Code of Professional Conduct That Might Be Violated Using Social MediaCase Study Discussions
Whistleblowers and the Law
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison. Influence of pressures and crime.C-Suite influences and leadership
2024 Governmental GAAP Update
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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:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
Top 10 Payroll Questions You Didn't Even Know You Had
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Online
1.00 Credits
Member Price: $55
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The major topics in this class include:Questions and answers for 10 of the most commonly asked questions employers and business owners have about payrollPayroll taxes and payroll return requirements for employersPayroll-related requirements affecting employers, including overtime and bonus withholding.Federal and state requirements related to common payroll issues, including pay stub and pay frequency.Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies.