CPE Catalog & Events
Forensic Accounting: When The Office Is A Crime Scene
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
A Review of the Uniform Guidance Requirements
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Key auditor requirements in a Single AuditEnhanced required reporting requirement in Single Audit related to internal control and complianceClarifications and examples of how to properly determine major federal programsKey definitions related to Single AuditOther important matters contained in the Uniform Guidance
Ethics of AI: A CPA's Guide
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Online
2.00 Credits
Member Price: $89
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The major subjects that will be covered in this course include:A primer on AI technology applications in the accounting professionEthical dilemmas that originate from the use of AI by CPAsPractical guidelines for using AI technology ethicallyStep by step guide for creating an AI usage policy for your organizationReview of a variety of reference materials to assist you in using AI ethically
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Online
4.00 Credits
Member Price: $159
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Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Online
2.00 Credits
Member Price: $79
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The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
Mastering Charitable Remainder Trusts and Form 5227Compliance
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Online
2.00 Credits
Member Price: $79
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Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
2024 A Guide to Sampling - Part 1
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Online
2.00 Credits
Member Price: $79
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Sampling Monetary Unit Sampling
Audit 406: Auditing Revenue Recognition - Common Risks
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Generally accepted accounting principles related to sales, including the newest revenue recognition model of Topic 606Common revenue recognition fraud schemes and potential audit responsesAudit responses to significant risks requiring special audit consideration related to revenue recognition
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
Roadmap to Ethical Decision Making
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Review the AICPA's Code of Professional Conduct.Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.Discuss the principles of professional conduct.Address compliance with professional standards.Use case studies to address circumstances that may create threats to independence.
Payroll Essentials: De-mystifying Form W-4
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Form W-4, Employee Withholding Certificate changesUnderstanding what an employer can, and cannot do with regards to Form W-4
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Online
1.00 Credits
Member Price: $39
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Communication Teamwork Collaboration
Balancing Employee and Employer Rights
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Online
1.00 Credits
Member Price: $39
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Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Ethics - Regulatory and Standards Update
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Recent ethics standards changes that impact your practice.Key regulatory changes and initiatives affecting CPAs and the future of the profession.Emerging issues and standard-setting activity that could affect your practice.Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.How failure to follow the standards can result in unwanted regulatory actions and publicity.
Measuring Audit Risks
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Online
3.00 Credits
Member Price: $99
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The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
IRS Case Roadblocks
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this course include:Administrative strategies for resolving a TFRP assessmentHow to prepare for negotiating an installment agreementTips for handling apathetic or indifferent Revenue OfficersHow to stage different case obstacles and roadblocks through completion
Navigating Difficult Conversations with Coworkers
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Online
1.00 Credits
Member Price: $39
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Communication Negotiation Conflict Persuasion Management Leadership
Progressive Management Accounting
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Online
2.00 Credits
Member Price: $79
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A taxonomy of accounting: tax, financial, managerial A spectrum of direct and indirect absorption costing Fact-based Data with Activity Based Costing (ABC ) Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels Learn to use ABC to manage product, service-line, channel, and customer profitability Understand two views of costs: (1) process view versus (2) product view Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction Applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)” The Shift in ROI’s Source from Tangible to Intangible Assets Increasing the ROI from information – with Corporate Performance Management (CPM) as a Value-Multiplier Accelerating the Rate of Adoption for Implementing and CPM Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural How to overcome behavioral resistance to change
2024 The AB5s of Employees and Independent Contractors
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Online
2.00 Credits
Member Price: $79
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Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
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