CPE Catalog & Events
I Spy with My Little Eye ... an Illegality
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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:Are Accountants the Conscience of Business?Today’s Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusion
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
Retirement Planning: IRAs
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this class include:IRA Types & Basic Requirements MAGI Thresholds for Traditional & Roth IRA's IRA Distributions Handling Coronavirus Distributions Handling Roth IRA Distributions Required Minimum Distributions Qualified Charitable Distributions (QCD's)
SOC 2r Report Walkthrough
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Online
2.00 Credits
Member Price: $118
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Sections within a SOC 2 report CUEC considerations Inclusive versus carve-out methods of reporting on controls at subservice organizations Report opinion types SOC 3 reporting Bridge letters
Surgent's Six Common Barriers to Investment Success
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Online
2.00 Credits
Member Price: $99
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Availability bias Herding Loss aversion Present bias Anchoring Home country bias
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
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Online
4.00 Credits
Member Price: $159
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Key requirements of SAS 136 Changes affecting 401(k) plans Audit strategy and improving overall efficiency Common mistakes as noted in peer reviews and DOL inspections
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
Surgent's Proven Controls to Steer You Clear of Fraud
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Online
4.00 Credits
Member Price: $159
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The price of fraud – ACFE’s Report to the Nations and ancillary costs Deviant workplace behavior Why good folks go bad – interesting findings and red flags Combating fraud with controls Controls used by fraud victim organizations and suggestions for better implementation Fraud’s new frontier Corporate social, environmental, governance, and equity/inclusion reports and audits
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices
Building Security and Efficiency With Internal Control
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Online
8.00 Credits
Member Price: $239
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The major topics covered in this course include:An overview of control frameworks and conceptsStrategic considerations that can be incorporated into control developmentUnderstanding and controlling risk that arises when organizations change or choose not toThe COSO Internal Control Framework and the COSO ERM Framework
Spring Tax Update with Steve Dilley
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Online
8.00 Credits
Member Price: $239
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The major topics that will be covered in this course include:Update and integration of the most recent tax legislation impacting individual and business taxpayers.Review of individual and business provisions of the Inflation Reduction Act.Update on significant individual and business tax developments related to cases and rulings.Update on earned income credit, child credit, and child and dependent care credit.Crypto reporting update.Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.Tax issues impacting "gig" workers, including Form 1099-K.Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.
Surgent's Individual and Financial-Planning Tax Camp
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Online
8.00 Credits
Member Price: $299
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Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged acccounts Recent case law, as applicable Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
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
Promoting Mental Health in the Workplace to Prevent Violence
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Online
1.00 Credits
Member Price: $39
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Mental Health Awareness
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Online
1.00 Credits
Member Price: $39
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The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
A Better Way to Choose Your KPIs
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Online
1.00 Credits
Member Price: $39
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KPIs Performance measures Metrics
Combatting Sexual Harassment in the Workplace
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Online
1.00 Credits
Member Price: $39
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Sexual harassment prevention Company culture
Giving Feedback that Delivers Results
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Online
1.00 Credits
Member Price: $39
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Communicaiton Performance Reviews Feedback Management Leadership
10 Ways to Create Delighted Clients and More Referrals
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Online
4.00 Credits
Member Price: $129
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Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • The 3 most important keys for getting someone to feel rapport with you • Why rapport is so important, and how to use it to profit in your work • How to quickly solve problems with people once you have their rapport Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
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