CPE Catalog & Events
Building a Better Budget in a Time of Uncertainty
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Budgets vs. ForecastsCyclicalityCore Earnings & Sustainable GrowthIdentifying Key Forecast DriversReasonableness in ForecastingApproaches to BudgetingBudgeting VariancesHorizontal AnalysisFlexible Budgeting
Cultural Transformation
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture
Audit 101: AICPAs Code of Professional Conduct Principles
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:The AICPA Code of Professional ConductThe Conceptual Framework for IndependenceSafeguarding independence when performing both attest and non-attest servicesReal-life difficult scenarios and ethical dilemmas commonly faced by new professionals
Interaction Between Cost Segregation and 1031 Exchanges 2024
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Online
1.00 Credits
Member Price: $49
Cost Segregation Basis - 1245 and 1250 property definitions. Final 1031 Regulations updates. Basic computation and bonus depreciation impacts. When an opportunity is optimal.
Contract and Procurement Fraud
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Online
2.00 Credits
Member Price: $79
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
What Does Fraud Look Like?
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Online
2.00 Credits
Member Price: $79
Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
Google Sheets for Accountants
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What is Google Sheets?Key Set Up Steps and AppsKey Strengths and WeaknessesGoogle Sheets vs. Microsoft ExcelGoogle Sheets VersionsQuick Start GuideThings You Can do in Google Sheets that You Can't Do in ExcelGoogle Sheets Add-OnsGoogle Sheets Help Resources
Preparing Mistake Free Financial Statements: Government 2024
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Online
2.00 Credits
Member Price: $89
Transmittal and MD&A Restricted Net Position-Fund Financial Statements to Government-Wide Financial Statements Classification of Fund Balance under GASB 54 Special Revenue Funds Notes Disclosures Component Units Fund Balance Revenue Stabilization Arrangements Internal Service Funds Fiduciary Fund Reporting
179D Today and Tomorrow: The Future of Green Building Tax Incentives 2024
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Online
1.00 Credits
Member Price: $49
Overview of the 179D Deduction The expansion and increased impact of 179D in future years Overview of the Retrofit Program for 179D What the Inflation Reduction Act means for building owners and designers of buildings
Circular 230 and Rogue Return Preparers
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:The authority of Circular 230 on return preparersThe possible penalties for violating Circular 230How to answer ethical situations with clientsCharacteristics of return preparers who prepare false tax returnsHow to identify the violations in real life examples
Surgent's Data Analytics Toolkit - Tools and Applications
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Online
2.00 Credits
Member Price: $99
Definition of Data Analytics Assessing your organization’s current status and establishing an environment for success Financial staff’s core activities Common uses of analytics and current examples Behavioral forces that impact decisions Examples of inaccurate forecasts Identifying strategic measurements (KPIs) Improving budgeting and forecasting and addressing Black Swan events Collecting and using data from traditional and non-traditional data sources Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards). Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration Expanded lists of readings and next level software for a participants’ future reference
Surgent's Top Individual Tax Planning Strategies
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Online
2.00 Credits
Member Price: $99
New Clean Vehicles (CV) and the Clean Vehicle Credit What the CV seller must provide to the buyer Credit for previously owned CVs Energy efficient home improvement credit Increase in age for required beginning date for RMDs Reduction in excise tax on RMD failures Indexing IRA catch-up limit Higher catch-up limit to apply at age 60, 61, 62 and 63 Withdrawals for certain emergency expenses Qualifying longevity annuity contracts (QLACs) One-time election for qualified charitable distribution (QCD) to split-interest entity; increase in QCD limitation
Deep Dive Into Common Auditing Deficiencies
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review common deficiencies identified by the AICPA and state boards of accountancy.Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.Review of the areas of concern and how you can overcome them by employing best practices.
Become a Data Analysis Expert
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
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
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Online
4.00 Credits
Member Price: $159
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
Transfer Pricing Cash Saving Strategies 2024
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Online
1.00 Credits
Member Price: $49
Fundamentals of US and global transfer pricing regulations Cash savings opportunities through transfer pricing Strategies for assessing transfer pricing risks
Mastering Charitable Remainder Trusts and Form 5227Compliance
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Online
2.00 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
Asset Misappropriation - Let Me Count the Ways
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Online
2.00 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Audit 102: Professional Skepticism - Finding Fraud and Error
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The importance of professional skepticism, especially when performing audit or other attest servicesSpecific fraud responsibilities in a financial statement auditThe varying levels of persuasiveness of evidence to support assurance conclusions or opinions