CPE Catalog & Events
Staff Retention Attract and Keep the Best People
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Online
3.00 Credits
Member Price: $99
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Remote workforce Employee retention Staff turnover
Start a Forensic Accounting Practice with Confidence
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice
Coaching Leaders to Handle Sensitive Employee Relations Situations
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Online
1.00 Credits
Member Price: $39
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Employee complaints Personality & attitude problems Performance counseling Personal hygiene problems Disability-related performance issues Misconduct due to mental conditions
Clear. Confident. Compelling. - Communication Strategies for Women in Business
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Online
1.00 Credits
Member Price: $39
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You'll Learn: What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you. What your body language may be communicating about your overall confidence, capability, and self-assuredness You'll Find: More effective ways to communicate as a female leader Skills to display and communicate confidence while inspiring trust and increasing credibility
Indirect Rate Recovery for Non-Profits & Pass-Through Entities
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Online
1.00 Credits
Member Price: $39
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Indirect rates Sub-recipient relationship with PTEs PPP loan forgiveness credit The District of Columbia and MD laws on settlement of indirect rates with PTEs 10% de mnimis rate vs. indirect rate negotiation
Illicit to Essential: Marijuana & Hemp/CBD Evolving Issues
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and CaliforniaDiscussion of what to expect in emerging markets where there is currently only medical access to cannabis or recent state legal regulatory access to recreational cannabisThe state of Colorado will be used as an example of cannabis economics and regulatory oversight
Corporate Finance Competency: Analytical Toolbox 2024
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Online
4.00 Credits
Member Price: $159
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Forecasting as a valuation tool Bank/banker selection Ten hints for toolbox success Seven cases
Corporate Fraud Risk & Investigations 2024
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Online
4.00 Credits
Member Price: $159
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Types of Corporate Fraud Introduction to fraud risk Fraud risk prevention programs Fraud investigations
Tax Issues for Real Estate and Homebuilding 2024
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Online
4.00 Credits
Member Price: $159
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Discussion of appropriate entity selection and small taxpayer status Walkthrough of costing methods and compliance issues under IRC 263A Analysis of IRC 461 related to economic performance Illustrative examples and analysis Sample computations for homebuilder unit costing Recent IRC 263A challenges by the IRS Update of related cases and issues-including recent tax reform
Timing Rules for Income Tax Compliance and Planning-Part 2 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
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Target profit analysisBreak-even analysisRelevant costs and decision-makingStandard costs and variancesActivity-based costingSegment reporting and analysis
Diversity, Inclusion, Equity & Belonging
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Online
1.00 Credits
Member Price: $39
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Why should I be thinking about inclusion? Does racism impact my workplace at all? Where might I be vulnerable and unaware?
Eight Strategies for Mastering the AI Wave 2024
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Online
2.00 Credits
Member Price: $89
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The challenge of the pace of AI and emerging technologies The relationship between technology and productivity Increase your productivity with tools you already use Recognize the relationship between productivity and value
Hold Your Horses! How Landmark Fraud May Have Been Avoided
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Key aspects of Rita Crundwell’s theftInternal controls that could have prevented the theftInternal controls that could have detected the theft in a timely mannerIndependence in both fact and appearanceLessons for CPA firmsLessons for government agencies
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
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Online
2.00 Credits
Member Price: $79
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Making strategic acquisitions Identifying potential acquisition candidates Alternatives to M&A Identifying and understanding organizational culture Understanding the keys to effective and efficient due diligence Planning and executing an effective integration Key considerations
A 7-Step Framework for Marketing Client Accounting Services
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this class include:An efficient process to identify, attract and consultatively sell CAS to new prospectsRemain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channelsHow to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market
Surgent's Guide to Partner Capital Account Reporting
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Online
2.00 Credits
Member Price: $99
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How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account Beginning capital account for partnerships and partners consistently reporting on the tax basis The two types of adjustments under 754 and how 743 and 734 require different capital account presentations
Surgent's What CPAs Should Know About Trust Instruments
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Online
2.00 Credits
Member Price: $99
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Legal definitions & principals involving estates & trusts Basic principles regarding property ownership Types of trusts commonly used Trust accounting fundamentals Certain clauses that are important to understand Formula valuation clauses Requirements for a trust to be a qualified designated beneficiary of an IRA Using IRD to fund charitable bequests
Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities
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Online
4.00 Credits
Member Price: $159
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The Inflation Reduction Act of 2022 Tier 1: Basis limitations for S corporation shareholders and partners Tier 2: Section 465 at-risk limitations for S corporation shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements Tier 3: Section 469 passive loss limitations and exceptions to the limitations Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new §461(l)), American Rescue Plan Act, and Inflation Reduction Act
Surgent's Real Estate Taxation: Critical Considerations
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Online
4.00 Credits
Member Price: $159
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The impact of recent tax legislation on the real estate industry Depreciation and recapture Determining the basis when acquiring real estate Passive activity losses Calculation of gain or loss on sale of real estate Rental operations Installment sales