CPE Catalog & Events
Understanding CPA Communication Privileges in Tax Practice 2024
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Online
2.00 Credits
Member Price: $89
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The Federally Authorized Tax Practitioner (FATPs) Understanding the attorney-client privilege The Section 7525 Statutory Privilege and Limitations The Work-Product Doctrine and Privilege and Limitations Kovel Engagements and Limitations
Audit 308: Audit Reporting and General Audit Procedures
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Common reasons for modifying audit opinionsEmphasis-of-matter or other-matter explanatory paragraphsGeneral audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosureDrafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and moreImproving the footnote drafting process
Surgent's Weekly Expert Hour
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Online
1.00 Credits
Member Price: $79
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Each week’s topics will change based on the most critical issues affecting financial professionals
Are Those Independent Contractors Really Independent Contractors?
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Online
1.00 Credits
Member Price: $39
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Classification of workers as employees or independent contractors
Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners
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Online
1.50 Credits
Member Price: $79
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Communication Leadership Character Behavior
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
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Online
3.00 Credits
Member Price: $149
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Understand how to approach and analyze the U.S. taxation of foreign corporations Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C corporation Determine how much foreign tax credit can be claimed against such income inclusions Determine how subsequent dividend distributions from the foreign corporation are taxed Calculate capital gain on the disposition of the foreign corporation Discuss the impact of Section 962 election Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations Identify basic strategies for managing tax liabilities related to foreign corporations
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Online
4.00 Credits
Member Price: $129
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10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes
Synchronize Your Files to the Cloud with SharePoint -Updated
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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 the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
AICPA Town Hall Series (7/18/2024)
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Online
1.00 Credits
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Status update Current Treasury guidance Top questions related to the CARES Act and PPP AICPA resources & tools update
Business Communication Essentials (Dynamic Communication in the Workplace)
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Online
1.00 Credits
Member Price: $39
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Communication Feedback Management Leadership
What's New in Excel
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
Long-Term Care Insurance: Make the Switch
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Online
1.00 Credits
Member Price: $55
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The major topics that will be covered in this course include:The need to fund for long-term care in AmericaClient's attitudes and misconceptionsInnovative long-term care solutions and funding
Lessee and Lessor Accounting
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Online
2.00 Credits
Member Price: $118
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Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
S Corporations: Calculating Shareholder Basis
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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:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Online
3.00 Credits
Member Price: $169
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Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
Surgent's Basics of Employment Law for Non-HR Professionals
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Online
4.00 Credits
Member Price: $159
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How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies Key functions of employment including recruitment, interviewing and selection
Surgent's Current Issues in Accounting and Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $159
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Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB’s Technical Agenda Leases – Topic 842 Review of SAS No. 142 – Audit Evidence Recently issued SASs and other AICPA activity Detailed review of SAS No. 145 Other important A&A practice matters
K2's Accessing And Managing Data In Excel
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Online
4.00 Credits
Member Price: $129
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Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations
Shorten Month-End: Closing Best Practices
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Online
4.00 Credits
Member Price: $149
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Trends in financial statement closings including the Quick Close, Soft Close and Virtual CloseReview and discuss information systems' headaches that slow you downWork through examples of close cycle "time killers" and how to resolve themGet inventory and cost of sales under controlIdentify the improvement projects that will yield the biggest benefitReview what leading edge finance managers are doing to close more quickly
How Changes in Business Methods Affects Internal Control
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Online
8.00 Credits
Member Price: $239
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The major topics covered in this class include:How is business changing.What is driving the change and how long will it last.How specifically is an organizations control system important.What steps are needed to “keep up” with the upheaval.