CPE Catalog & Events
Audit 203: Auditing Accounts Receivable - Common Risks
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Typical risks of material misstatement related to accounts receivablePractice tailoring the detailed audit plan to the assessed risk of material misstatementOverview of more complex issues, such as methods for converting accounts receivable to cashExternal confirmation audit considerations, including evaluating responses for proprietyEvaluating the valuation of accounts receivable
2024 Was It Fraud or Just Poor Audit Quality?
-
Online
1.50 Credits
Member Price: $59
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
2024 The AB5s of Employees and Independent Contractors
-
Online
2.00 Credits
Member Price: $79
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
CPA Ethics in a Crisis World: Tales From the Front
-
Online
2.00 Credits
Member Price: $89
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
Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure 2024
-
Online
2.00 Credits
Member Price: $89
Overview of required financial statements Unique considerations in the nonprofit environment Presentation options for reserves, restrictions, functional expenses and liquidity. Common pitfalls and little-known alternatives Recognize financial statement presentation requirements for nonprofits
Pricing for Profitability How Accounting Can Save the Bottom Line
-
Online
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
Achieving Balance in Work and Life - Part 1
-
Online
4.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
Appreciation Intelligence: The New AI
-
Online
1.00 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
The Art of the Interview 2024
-
Online
2.00 Credits
Member Price: $89
Behavioral cues as psychological markers The psychology of baseline behavior The hidden secrets behind rapport-building Attributional interviewing
What You Can Learn From the Statement of Cash Flows
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Retaining Talent in a Competitive Marketplace
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
Advanced Googling for Accountants
-
Online
2.00 Credits
Member Price: $89
Getting Google ReadyGoogle Mobile ToolsGoogle Personalization and OptimizationGoogle Eyes and Ears: How Google Can Literally Read, Hear and See You.Googling to Your Own Devices: How Results Vary By Computer Hiding in Plain Sight: What You're Missing on the Google Results PageGoogle Sweet TalkPower Search ToolsGoogle VerticalsHow to Be a Google Super Hero: Three Key Strategies
Getting Started with ESG
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definitions of ESGBusiness benefits of ESGReporting methodsGetting started with ESG initiatives
Accounting for Digital Assets under US GAAP, Part II
-
Online
1.50 Credits
Member Price: $94
Guidance on how to account for digital assets Fair value of digital assets under FASB ASC 820 Accounting for stablecoins Specialized industry practice for digital asset accounting
Audit 204: Auditing Basic Inventory - Focus on Observations
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:Typical inventory observation procedures and special considerationsHandling various inventory observation real-life scenariosHigh level overview of valuation and pricing methodsKey controls related to inventory
Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
-
Online
2.00 Credits
Member Price: $99
Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
-
Online
3.00 Credits
Member Price: $169
The federal transfer tax exemption for 2023 and 2024 What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount
Understanding the New Forms K-2 and K-3
-
Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
2024 Performance Auditing Made Easy
-
Online
1.50 Credits
Member Price: $59
Performance audit standards Performance audit types Performance audit objectives