CPE Catalog & Events
The Great Divide - Successful Collaboration Across Generations for HR Professionals
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Online
1.00 Credits
Member Price: $39
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Diversity Inclusion Generations Leadership Engagement
Maintaining a Harmonious Working Environment
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Online
1.00 Credits
Member Price: $39
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Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measures Survival tactics in active violence situations.
PowerPoint for Accountants
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Exploration of tabs within PowerPoint's ribbonInitial creation of a slide deckUsing slide mastersUtilization of external contentSmartArtAlignments and layoutsTips and tricks for efficiencyBest practices for effective presentation deliveryOther creative uses for PowerPoint
Reviewing Individual Tax Returns
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Online
2.00 Credits
Member Price: $118
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Passive-activity losses Qualified business income deduction Home office Schedule C activity and hobby losses Business startups and deductions Alimony Discharge of debt
Surgent's Ins and Outs of Health Savings Accounts
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Online
2.00 Credits
Member Price: $99
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Benefits of an HSA How an employer sets up an HSA How individuals qualify to set up an HSA High deductible health plans and how they relate to an HSA Eligible medical expenditures Annual contributions to an HSA Importance of enrollment in Medicare Qualified HSA funding distribution
Prevention & Detection of Fraud In Small Businesses
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Online
4.00 Credits
Member Price: $129
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The importance of the control environment The three most common behavioral red flags exhibited by perpetrators Why it is much more cost effective to prevent fraud than it is to detect fraud The reason why the small business owner/auditor should think about how they would steal Who steals and why Common myths about stealing that are not true Understanding the concept of risk management
World-Class Cost Accounting: A Practical Application - 8 Hour Version
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Online
8.00 Credits
Member Price: $225
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Beginning and intermediate cost principles automatically included Covers manufacturing materials, labor, period mfg inefficiencies How to efficiently trace the above costs to products Substantially reduce manufacturing overhead allocation by 60% or more ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project Covers fixed and variable MGH overhead of the production department Covers MFG overhead of the manufacturing support departments Identifying certain MFG overhead costs as variable that typically are classified as fixed
Advanced ChatGPT for Accountants
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
CFO Series: Ready to be an Effective CFO? Skills to Succeed
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Utilizing your resources to maintain relationships with key external parties.Building key connections - who, how, and when?Making critical decisions in a timely manner.Translating data analytics into what matters.Gaining knowledge efficiently.Becoming the Chief Value Officer.
S Corporations: Allocation of Results 2024
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Online
2.00 Credits
Member Price: $89
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The general approach to the allocation of S corporation tax results to the shareholders Separately stated and non-separately stated items determination and consequences Allocation complications and related tax consequences when the stock of the S corporation is sold Special allocation rules when new stock is issued or outstanding stock is redeemed Allocation of taxable income when the S corporation election is terminated mid-year Tax compliance responsibilities related to a mid-year termination of the S corporation status
Corporate Finance Competency: Three Basic Tool Categories 2024
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Online
4.00 Credits
Member Price: $159
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Financial statement analysis Integrated strategic and financial planning Action-oriented business metrics Activity-based management Five cases
Lease Implementation for Private Entities 2024
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Online
4.00 Credits
Member Price: $159
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Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations Analysis of internal control and fraud risk aspects Identification of high-risk areas of lease accounting and reporting Suggested audit and review procedures for identified risks
Power BI - Analyze Your Data With Excel Pivot Tables
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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:The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotChartsThis course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence
Retirement Distributions: Planning Options 2024
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Online
8.00 Credits
Member Price: $299
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Roth IRA: The right choice? Income tax treatment of distributions from retirement plans of all types Laws, regulations and IRS rulings concerning plan distributions Avoiding penalty on distributions that happen too early or too late Beneficiary choices - eligible or not? Self-directed IRA investment problems
World Class Cost Accounting: A Practical Application 2024
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Online
8.00 Credits
Member Price: $299
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Tracing direct costs to products Substantially reduce MFG overhead Embed ABC in MFG cost systems
Audit 405: Designing Internal Controls for Smaller Entities
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate 'umbrella' of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
Improving Excel Productivity with AI 2024
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Online
1.00 Credits
Member Price: $49
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Using ChatGPT to write Excel formulas Using Excel for Web's built-in AI capabilities VBA Workbook coding
Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation
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Online
3.00 Credits
Member Price: $99
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Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online
8.00 Credits
Member Price: $225
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Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
S Corporations: Built-in Gain Tax 2024
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Online
2.00 Credits
Member Price: $89
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Identification of facts that could cause the imposition of the built-in gain tax The calculation of the tax on "net recognized built-in gain" during the "recognition period" The meaning of "current mandatory double tax" The aggregate limitation based on "net unrealized built-in gain" The limitation based on the "gain" that existed at conversion The importance of valuation analysis at conversion The taxable income limitation Using existing corporate net operating losses and tax credits Tax planning ideas and strategies to minimize or avoid the tax on the built-in gain