CPE Catalog & Events
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Surgent's Section 529 Plans: A Comprehensive Guide
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Online
2.00 Credits
Member Price: $99
529 plan structure, requirements, and tax treatment Qualified education expenses, K–12 allowances, and student loan limits Contribution rules, gift-tax interactions, and the five-year election Distribution rules, penalties, and coordination with financial aid State tax considerations and recapture issues SECURE Act 2.0 529-to-Roth IRA rollover provisions Grandparent-owned 529 plans and FAFSA implications Multigenerational and dynasty 529 planning strategies Common challenges, risks, and practical decision frameworks
Contract and Procurement Fraud
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Online
2.00 Credits
Member Price: $89
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Business Longevity: Stabilize, Strengthen, and Succeed
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Online
4.00 Credits
Member Price: $149
Business Management Strategic Planning The role of AI in Business
How Recent Auditing Standards Improve Risk-Based Audits
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement auditsEnhanced required by-product communications with management and those charged with governance to promote more reliable financial statementsClarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimatesNew definitions and requirements related to identifying and evaluating risks of material misstatementOther important matters contained in recent SASs
How to Audit Expenses & Payables
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The basics of auditing expenses.Accrued liabilities and other payables.Relates audit assertions, risks, and threats to the expenses and payables balances.Substantive auditing procedures to peform.
The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
What are the three components of ethical leadership Ethical prescriptions and ethical proscriptions How to become a trusted leader
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
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Online
1.20 Credits
Member Price: $39
Talent Strategy Culture Employer Branding Leadership Growth
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $89
Not-for-Profit Accounting Accounting & Auditing Yellowbook
Schedule K-1: What is it & What Do I Do with It?
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Online
2.00 Credits
Member Price: $89
Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/Trust Reporting Schedule K-1 information on Form 1040 Basis limitations, loss limitations, and material participation rules Qualified Business Income (QBI) Deduction and Schedule K-1 integration Case studies highlighting real-world application of Schedule K-1 reporting Proposed changes to Schedules K-2 and K-3 for 2021 and beyond Best practices for avoiding errors and ensuring compliance
Building an Ethical Culture: Strengthening Your Ethical Backbone
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Online
2.00 Credits
Member Price: $85
Ethical Issues over the years Types of Business Ethics Issues Structure and application of the AICPA Code of Professional Conduct Role of social responsibility in shaping corporate behavior Factors For Evaluating Ethics Ethics 101 and Decision Making Profiling Ethical Culture
Ethical Leadership: Power, Influence, Integrity, and Trust
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Online
2.00 Credits
Member Price: $89
The difference between personal power and positional power How proper use of power can be used to influence an ethical culture Leadership requires trust Knowing why trust cannot exist without credibility Understanding why ethics and trust require one another Appreciating the competitive benefits of commitment to ethical leadership
Ethics, Spirituality, Love and Belonging in the Workplace
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ethical FrameworksEthical Dilemmas and Decision MakingSpirituality, Love and Belonging in the Workplace and their influence on Workplace Conduct
Schedule K-1: What is it & What do I do with it?
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/TrustsReporting Schedule K-1 information on Form 1040Basis limitations, loss limitations, and material participation rulesQualified Business Income (QBI) Deduction and Schedule K-1 integrationSchedules K-2 and K-3 requirements
Managerial Accounting: Your Prescription for Better Decision Making
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Online
4.00 Credits
Member Price: $149
Target profit and Break-even analysis Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Budgeting
Microsoft Teams for CPAs: Unlocking Its Full Potential
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Best practices for organizing your teams and channelsUnderstanding the role of Teams and SharePoint integrationUsing Teams to communicate and collaborate externally with clientsTips and tricks for managing conversations in TeamsLeveraging Microsoft Copilot AI in Teams
Nonprofit A&A Standards Update and New Developments 26-27
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Online
2.00 Credits
Member Price: $99
• Pledges and contributions • Restrictions and conditions • Special concerns with governmental funding • Donated goods and services • Special events • Revenues earned through sales and services to customers
Section 174: New Rules for R&E and OBBA Update
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Online
1.00 Credits
Member Price: $39
Revised rules for tax years 2022-2024 How to change from amortizing R&E to immediately expensing R&E Analysis of the Revenue Procedure related to changes in accounting method Options available to change accounting methods Comprehensive example of how to make the accounting method change Distinction between R&E expense and R&E credit
Leading Into the Future: Rethinking Work, Value & Leadership in Accounting
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Online
2.00 Credits
Member Price: $99
Talent Strategy Leadership AI Adaptability Future of Work Succession
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
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Online
4.00 Credits
Member Price: $149
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity Understanding the critical role of information technology (IT) general and application controls to reliable financial reporting, even in less-complex IT environments Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities Identifying and evaluating the sufficiency of key controls to satisfy control objectives Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that