CPE Catalog & Events
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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Online
8.00 Credits
Member Price: $299
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency Common pitfalls in planning and detailed audit procedures Changes affecting 401(k) plans, including SAS 136 implementation Common mistakes as noted in peer reviews and DOL inspections
Teaching CPAs to be Better Thinkers
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Online
1.00 Credits
Member Price: $55
The major topics covered in this course include:Decluttering your mind for clarity and mental bandwidth"Micro-habits" that transform judgment and decision-makingA "thinking audit" process that will change your worldUsing "gamification" to solve tough dilemmasThe science of trustHow to see patterns others don't seeRegulating and optimizing your mental resourcesHigh-stakes decision making
Introduction to Forensic Data Analytics
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Online
2.00 Credits
Member Price: $79
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
Surgent's Contract Law for Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $99
Contract formation The necessary components of an enforceable contract Common defenses to enforcement Legal capacity requirements Contract interpretation
2024 Annual Update for Governments and Not-for-Profits
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Online
8.00 Credits
Member Price: $225
Compensated Absences Financial Reporting Model 2024 Compliance Supplement Yellow Book Quality Management
An Ethical Framework - How It Works
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Online
2.00 Credits
Member Price: $89
Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase Studies
Effective Workpaper Techniques: Building a Better Workpaper 2024
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Online
4.00 Credits
Member Price: $159
Leveraging Excel and technology in a paperless environment Effective workpapers: form, function, appearance and content Workpaper standards for industry, audit and tax accountants Attestation standards documentation and consequences of workpaper content Peer review or PCAOB review documentation
Nuts & Bolts of Estate Planning: Practical Modeling 2024
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Online
4.00 Credits
Member Price: $159
Modeling examples for the Qualified Personal Residence Trust (QPRT) Modeling example for the Grantor Retained Annuity Trust (GRAT) Modeling examples of Intentionally Defective Grantor Trust (IDGT ) with variations Modeling examples of Intentionally Defective Grantor Trust (IDGT ) with property tax issues How to build flexibility into strategies to respond to changing circumstances
Operations Level Internal Control
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Online
4.00 Credits
Member Price: $149
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
Accounting Industry Update 2024
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Online
8.00 Credits
Member Price: $299
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Audit 105: The Audit Risk Model - Foundational Principles
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The reason that entities engage a financial statement auditThe applicable financial reporting frameworks available The various phases of a financial statement auditEvaluating and documenting audit risk, both at the overall and relevant assertion levelCase study differentiating high-risk audit engagements and higher-risk audit areas
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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Online
1.00 Credits
Member Price: $39
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
2024 Resolving Ethical Dilemmas-You Make the Call
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Online
1.50 Credits
Member Price: $59
Ethical frameworks Threats and safeguards to objectivity and independence
2024 I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Member Price: $79
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
Member Price: $89
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Surgent's Introduction to Forensic Accounting
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Online
4.00 Credits
Member Price: $159
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Fraud & Embezzlement: Case Studies from the Trenches
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How organizations can find themselves defrauded due to lax oversight and weak internal controls.How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Surgent's Applying ASC 820: The Basics of Fair Value Accounting
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Online
4.00 Credits
Member Price: $159
Applicability of the use of ASC 820 The “exit price” approach Examples of market, cost and income approaches to estimating fair value Use of Level 1, 2 and 3 inputs in determining fair value
Surgent's Weekly Expert Hour
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Online
1.00 Credits
Member Price: $79
Each week’s topics will change based on the most critical issues affecting financial professionals