CPE Catalog & Events
360 Budgeting: A Holistic Approach to Process and Solutions
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Online
8.00 Credits
Member Price: $225
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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
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $79
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Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Advanced Budgeting - Balance Sheet and Cash Flow Projections
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Online
1.00 Credits
Member Price: $55
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Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
2024 The Psychology of Fraud
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Online
1.50 Credits
Member Price: $59
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Fraud Fraud Triangle
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact
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Online
2.00 Credits
Member Price: $79
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Identify effective writing’s key elements Learn a simple, direct, effective business writing process Edit your own and others’ documents effectively
Implementing and Maintaining an Internal Control System
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Online
8.00 Credits
Member Price: $239
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The major topics covered in this course include:Control creation and implementation basicsImplementation and update procedures for an Internal Control systemMaintaining existing internal controls
Individual Tax Fundamentals - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $332
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Filing requirements and personal exemptions Gross income inclusions, exclusions, and adjustments Standard and itemized deductions Tax credits Tax provisions for high-income taxpayers 3.8% net investment income tax Roth IRA, IRA, and retirement plan options Section 199A qualified business income deduction
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
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Online
8.00 Credits
Member Price: $279
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Timely coverage of breaking tax legislation Applicable coverage of any basis considerations within any recent tax legislation Passthrough basis calculations required as attachments to certain individual returns Executor’s form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust? How §179 limitations affect basis and how tax-benefit rule is applied Basis implications of personal assets converted to business use How to calculate basis of inherited qualified and joint tenancy property Tax basis capital account reporting requirements S corporations: Beware of final IRS regulations regarding “open debt”; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS’s recent focus on “at-risk basis” for shareholders; recognize how AAA applies or doesn’t apply to S corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S corporation; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S corps returning to C corps LLCs and partnerships: Learn the detailed rules of §704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under §704 & for “at-risk” under §465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and “at-risk basis”; review §754 step-up in basis rules; the economic effect equivalence test or “dumb-but-lucky” rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid
Communication Skills for Introverts
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Online
2.00 Credits
Member Price: $89
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The five areas to improve your communication that will be presented are:ListeningWritingUnderstanding your audienceVirtual communicationNon-verbal Communication
Employment Law 101
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Online
1.00 Credits
Member Price: $39
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Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact
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Online
2.00 Credits
Member Price: $79
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Identify effective writing’s key elements Learn a simple, direct, effective business writing process Edit your own and others’ documents effectively
Surgent's Going Concern Accounting and Reporting Considerations
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Online
2.00 Credits
Member Price: $119
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Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services New requirements of SAS No. 132 and SSARS No. 24 related to an auditor’s responsibility for considering going concern uncertainty?
Surgent's Implementing the New Risk Assessment Standard
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Online
2.00 Credits
Member Price: $99
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The performance of risk assessment procedures to attain the knowledge needed to assess risk How the auditor identifies and assesses the risks of material misstatement The new “stand-back” requirements related to risk assessment
The Single Audit from Beginning to End Update
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Online
8.00 Credits
Member Price: $225
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Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Member Price: $225
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Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements
Ethics: How to Give and Receive Criticism the Right Way
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Business and Government Investigations
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Online
2.00 Credits
Member Price: $89
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Major topics covered in this course include:How government investigations for white-collar crimes beginHow investigators and prosecutors build cases against business leadersDifferences between witnesses, subjects, and targetsCivil versus criminal allegations and proceedingsCollateral consequences of a criminal chargeUnderstanding the role of defense attorneysDifferentiate between challenges in business and allegations of wrongdoingInfluence on financial loss amounts and sentencingLowering risk levels for government investigations or allegations of white-collar crime
Fraud-How to Find, How to Prevent 2024
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Online
4.00 Credits
Member Price: $159
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Fraud and its impact on our clients Fraud prevention Internal controls Fraud risks Fraud prevention tips
Risk Assessment When Auditing Private Entities 2024
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Online
4.00 Credits
Member Price: $159
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Review of applicable auditing standards for risk assessment Update for SAS #145 Identification and discussion of high-risk audit areas Discussion and analysis of control risk vs. inherent risk Practical approach to auditing companies where controls are minimal or not adequately documented Detailed discussion and examples of risk assessment procedures and alternative approaches
The Top Ten Business Myths 2024
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Online
4.00 Credits
Member Price: $159
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Growth for the sake of the growth is the ideology of the cancer cell Effectiveness trumps efficiency Ideas have more value than their mere execution What determines value and how much customers are willing to pay? Is business a zero-sum game?