CPE Catalog & Events
Create Measures in Power BI that Define Your Metrics
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Auditing Standards: A Comprehensive Review-Part 2 2024
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Online
8.00 Credits
Member Price: $299
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Efficient audit planning, documentation and research Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits Fraud requirements Testing management's estimates Auditing standards
Comprehensive S Corporation Taxation Form 1120S 2024
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Online
8.00 Credits
Member Price: $299
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Learn how to qualify and to make the S corporation election Determine how to calculate initial and annual stock and debt basis amounts and the three reasons why they are maintained Understand the four loss limitation rules applied on the shareholder's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations) Understand the proper tax treatment and reporting of a distribution from the S corporation to a shareholder Determine how to calculate AAA and OAA account for an S corporation as well as the 3 potential taxes Determine the impact of health insurance, the net investment income tax, qualified business income tax deduction and unreasonable compensation issues on the reporting function of the S corporation
Audit 401: Critical Traits of a Thinking Auditor
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Improving a firm's financial resultsImproving effective and efficient auditsTransforming the audit through creative thinkingManaging change for positive outcomesRetaining client through ensuring exceptional serviceDeveloping other professional through mentoring, counseling, and delegation
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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Online
1.00 Credits
Member Price: $39
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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
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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
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Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
2024 Financial Statement Analysis
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Online
4.00 Credits
Member Price: $129
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Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
Circular 230 and Rogue Return Preparers
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Online
2.00 Credits
Member Price: $89
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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
Revenue: Miscellaneous Topics 2024
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Online
2.00 Credits
Member Price: $89
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FASB ASC 606, Revenue from Contracts with Customers FASB ASC 340-40. Other Assets and Deferred Costs All recently released updates to ASC Topic 606
Surgent's Establishing State Residency and Saving Your Clients Money
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Online
2.00 Credits
Member Price: $99
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Typical provisions in state statutes regarding domicile and residency In depth analysis of domicile and residency definitions Issues regarding one’s permanent abode Analysis of jurisdiction where taxpayer has the greatest connections Detailed discussion of criteria used to establish domicile and residency
Surgent's Found It! Reporting Findings in Yellow Book and Single Audits
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Online
2.00 Credits
Member Price: $99
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The types of findings reported in Yellow Book and single audits The Yellow Book and Uniform Guidance requirements for reporting findings How to really think through the elements of a finding to assist report users
Surgent's The Accountant as the Expert Witness
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Online
2.00 Credits
Member Price: $99
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Becoming qualified as an expert witness Best practices for testifying at trial Understanding the different roles accountants can play in litigation Working with attorneys to prepare and present a case at trial The role of experts in commercial versus personal injury litigation Confidentiality orders Compensation for expert witnesses Preparing for and attending depositions Daubert challenges to experts Expert reports The role of experts in antitrust, securities litigation, and professional liability cases Credibility as a witness
Surgent's Top Individual Tax Planning Strategies
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Online
2.00 Credits
Member Price: $99
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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
Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
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Online
4.00 Credits
Member Price: $159
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Three different types of basis Contributions of property IRC 704(b) – Capital Accounts and Special Allocations Contributions of property and debt Contributions of services IRS Notice 2020-43
Leveraging ChatGPT for Innovative Business Advisory Services
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Introduction to ChatGPT and its applications in the business advisory contextIn-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.Practical case studies demonstrating application of ChatGPT in accounting business analysisKey challenges faced by accounting firms and how ChatGPT can help overcome theseBest practices for implementing AI tools in the accounting sectorFuture opportunities and trends in AI-enhanced business advisory services
Are Those Independent Contractors Really Independent Contractors?
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Online
1.00 Credits
Member Price: $39
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Classification of workers as employees or independent contractors
Financial Acumen for the HR Professional
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Online
1.00 Credits
Member Price: $39
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Financial Statement Insight Trend Analysis Financial Benchmarks
Audit 402: Audit Quality Control - Avoid Peer Review Issues
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Common peer review deficiencies that quality control reviewers should be alert toImportant considerations of second-level and other upper-level reviewersLessons learned from various regulatory oversight reviewsStatement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations
2024 Real Estate Tax Update
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Online
4.00 Credits
Member Price: $129
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Recent tax legislation, rules and developments impacting real estate owners and investors Section 179 for qualified real property Section 179 for non-residential roofs, HVAC fire protection and security systems Section 163(j) interest expense limitation, including electing out and ADS depreciation Introduction to opportunity zones