CPE Catalog & Events
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller
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Online
8.00 Credits
Member Price: $279
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Regulatory, fiscal, and monetary policies impact on the organization Dodd-Frank Bill and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate
PCAOB Updates
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Online
1.00 Credits
Member Price: $71
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Revisions to AS 2501 New requirements of AS 1210 The audit with other auditors
Preparing for & Conducting Discharge Meetings
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Online
1.00 Credits
Member Price: $39
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Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
When Leadership Fails
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Online
2.00 Credits
Member Price: $79
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Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto
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Online
2.00 Credits
Member Price: $89
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Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?
2024 Annual Update for Governments and Not-for-Profits
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Online
8.00 Credits
Member Price: $225
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Compensated Absences Financial Reporting Model 2024 Compliance Supplement Yellow Book Quality Management
Fraud & Embezzlement: Case Studies from the Trenches
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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: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.
Revenue Recognition, Financial Instruments, and Leases
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Online
1.00 Credits
Member Price: $71
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FASB accounting standards updates in financial instruments and leases Current Expected Credit Loss (CECL) module Lease obligation
2024 Not-for-Profit GAAP 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 course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
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Online
2.00 Credits
Member Price: $99
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Factors business owners should take into account when choosing a retirement plan SIMPLE plans Simplified employee pension plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees’ impact on choice of plan Ongoing compliance requirements Establishing a plan after the tax year end Changes to safe harbor 401(k) plans Pooled employer plans
Surgent's Shades Of Gray - Practicing Before The Internal Revenue Service - Circular 230 -Current State
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Online
2.00 Credits
Member Price: $99
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Office of Professional Responsibility – Authority and Procedures Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014) In depth coverage of the various Due Diligence obligations of tax professionals Overview of other key Circular 230 provisions Practitioner responsibilities to their clients and to the Tax Administration System Best Practices for all tax professionals
Reviewing Partnership Tax Returns: What Are You Missing?
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Online
4.00 Credits
Member Price: $213
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Form 1065 Schedules K and K-1 Schedules M-1 and M-2 Form 4562 Form 4797
Yellow Book Independence and Single Audit Fundamentals
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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 conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit
Change: Embrace & Enjoy - It Is Inevitable
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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:Examples of how the rate of change has morphed over timeExamples of the many changes in accountingHow to enhance your adaptability so you can thrive in a world of change
Key Cybersecurity Controls for CPAs
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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:The five key tenets of cybersecurity: Identify, Detect, Protect, Respond, RecoverReview specific cybersecurity controls within each of the five cybersecurity tenetsHow to appropriately assess key cybersecurity controls
Understanding Apportionment for a Multistate Business 2024
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Online
2.00 Credits
Member Price: $89
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Apportionment Formulas Sourcing Rules for service income and income from intangibles Throwback and throw-out and when they apply Apportionment applied to flow-through entities and sole proprietorships Learn about Alternative Apportionment
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Online
4.00 Credits
Member Price: $159
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The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
What Does Fraud Look Like?
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Online
2.00 Credits
Member Price: $79
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Why auditors fail to detect fraud Usual vs an unusual transaction Why fraud and stupid often look exactly the same The importance of establishing the Perception of Detection The number one reason fraud occurs Looking for things that should be there Looking for things that should not be there
Money Laundering Awareness 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 class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics
Blockchain Technology: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $89
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The specific topics that will be presented include:An explanation of what blockchain isReview of the nomenclature associated with blockchain technologyThorough review of the components of a blockchain applicationReview of current and potential applications for blockchain and its impact on commercePotential impact on the CPA profession in accounting and auditing