CPE Catalog & Events
PPP Fraud and Financial Professionals
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Ethical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Taxation of the Construction Contractor 2024
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Online
4.00 Credits
Member Price: $159
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Walkthrough of accounting methods and relevant elections under IRC 460 Illustrative examples and analysis Review of pertinent cases and revenue rulings Update of other IRS activity, including recent Tax Reform
Timing Rules for Income Tax Compliance and Planning-Part 1 2024
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Online
4.00 Credits
Member Price: $159
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What is a method of accounting, and why is the answer important? How to select and adopt a method of accounting When can income be reported for both cash and accrual method businesses? When are expenses to be reported for cash and accrual method businesses? How and when to account for inventory How and when to change a method of accounting Avoiding accounting method problems California-Federal timing differences Relevance of timing rules to the income tax provision for financial reporting
What's So Funny 'Bout Accounting and Tax Ethics 2024
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Online
4.00 Credits
Member Price: $159
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AICPA Code of Professional Conduct Threats to compliance with Code of Ethics Updated Statement of Standards for Taxpayer Services (SSTS) Ethical challenges in selecting appropriate GAAP alternatives
What's Going on at the FASB (2024)
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.
Social Security Basics and Strategies for Maximizing Benefits 2024
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Online
8.00 Credits
Member Price: $299
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Social Security planning, benefit calculation, and beneficiaries Recent changes to "file and suspend" and "restricted application" strategies Increasing benefits for self-employed individuals Planning for surviving spouses Integrating retirement plan distribution strategies with Social Security claiming strategies Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA
Audit 407: Auditing Contingencies and Going Concern
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Overview of contingencies and related disclosuresIdentifying and determining proper accounting treatment for litigation, claims and assessmentsEvaluating the sufficiency of attorney's letter responses for audit evidenceEvaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of timeAuditing managements assumptions in making the going concern evaluationProper application of the liquidation basis of accounting
Fraud Risk Management
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Online
2.00 Credits
Member Price: $79
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Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Inventory, Expense and Payroll Fraud
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Online
2.00 Credits
Member Price: $79
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Methods of committing inventory, expense and payroll fraud What to look for when observing inventory Detection of inventory fraud How to recognize fictitious expenses How to recognize altered expenses Indicators of fake documentation The three main reason we ask for documentation Detection and prevention of ghost employees
Surgent's Excel Budgeting Ideas
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Online
2.00 Credits
Member Price: $99
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Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
Surgent's Guide to Understanding the At-Risk Basis Rules and Forms 6198 and 7203
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Online
2.00 Credits
Member Price: $99
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Basis and at-risk basis How to calculate the amount of annual at-risk basis Forms 6198 and 7203 When activities may be aggregated for at-risk purposes Qualified nonrecourse financing
Current Nonprofit Fraud Trends
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!
CPA Ethics in a Crisis World: Tales From the Front
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary timesReview of AICPA Code of Professional ConductReview of IRS Circular 230Review of client tax return disclosure rules (Sec. 6103)Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Current Issues in Performing Yellow Book Audits
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Latest developments relevant to Yellow Book auditsBe prepared to avoid the most commonly misapplied concepts on audits performed in conformance with Government Audit Standards
How to Respond to Upsetting or Critical Email 2024
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Online
1.00 Credits
Member Price: $49
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Business communication Emotional intelligence Human resources Practice management
2024 Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
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Online
2.00 Credits
Member Price: $79
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Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications to entities as a result of the ruling in NSB Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers
Audit 408: Coaching Staff to Stay on the Right Track
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Different ways to appropriately motivate others for performance, including nonmonetary awardsModifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for successTips for engaging in difficult conversations with others, including staff, peers, supervisors and clientsGiving constructive negative feedback to staff, including creating an action plan for improvement
Driving Performance with Metrics
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Online
2.00 Credits
Member Price: $79
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Performance Metrics Budgets
Surgent's Engagement and Client Retention Best Practices
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Online
2.00 Credits
Member Price: $119
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Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Online
3.00 Credits
Member Price: $99
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The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top