CPE Catalog & Events
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Online
8.00 Credits
Member Price: $299
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Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
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Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, and Credit for Qualified Commercial Clean Vehicles Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers Retirements and redemptions: considerations for partnerships and S corporations Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis Overview of the economics and tax consequences of crowdfunding campaigns Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships New Form 1099-K reporting requirements Bonus depreciation Section 163(j) Section 174 Research & Experimental Expenditures New FinCEN reporting requirements in 2024 Employee vs independent contractor considerations that companies should be aware of A review of like-kind exchange transactions under §1031 State and local taxes: pass-through entity workarounds Special basis adjustments, including comprehensive examples
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Member Price: $39
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Team dynamics Influence Organizational behavior Leadership
2024 Not-for-Profit GAAP Update
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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:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
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?
Become a Data Analysis Expert
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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:Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.Data Modeling: A comprehensive discussion of building a data model and calculating metrics.Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.
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
Electronic Audit Evidence in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Audit evidenceEmployee benefit plans
Organizational Effectiveness and Communication
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Online
1.00 Credits
Member Price: $39
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Communication
Audit 401: Critical Traits of a Thinking Auditor
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Improving a firm's financial resultsImproving effective and efficient auditsTransforming the audit through creative thinkingManaging change for positive outcomesRetaining client through ensuring exceptional serviceDeveloping other professional through mentoring, counseling, and delegation
Fiduciary Accounting Part 3: Special Accounting Elections & Distributions 2024
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Online
2.00 Credits
Member Price: $89
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Analyze a traditional fiduciary accounting situation Determine the use of the reserve for depreciation Become acquainted with the special accounting rule for business assets Review the accounting treatment of distributions from entities
A Culture of Regulatory Ethics: A Competitive Advantage
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Online
4.00 Credits
Member Price: $149
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The major topics that will be covered in this class include:Does it pay for a company to have strong ethics?Can you measure the financial impact of ethics?Does ethics make a difference in financial performance?Can ethics be used as a competitive advantage?What sets the CPA designation apart?AICPA Code of Professional Conduct & the Conceptual Framework ApproachEthics as a marketing toolPersonalizing your Code of EthicsFour building blocks of ethical cultureWhat influences employee behavior?Ethical researchBuilding trust in organizationsMaintaining objectivity in difficult situations
GAAP Alternatives: The Perfect Storm of Accounting Updates
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Online
1.00 Credits
Member Price: $55
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The major topics covered in this class include:Review of special purpose frameworksDiscussion of non-GAAP options for financial reportingU.S GAAP alternatives for certain entities
Get started with Power BI
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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:Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel’s Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.Comparative Analysis: Understand the strengths and limitations of Excel’s Power BI features versus standalone Power BI tools.Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Minimizing Workplace Warfare
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Online
1.00 Credits
Member Price: $39
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Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Anti-Bullying and Sensitivity
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Online
1.00 Credits
Member Price: $39
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Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?
Accommodation Requests - Substance Abuse - Contagious Infections
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Online
1.00 Credits
Member Price: $39
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Accommodation requests - religious practices Accommodation requests - disabilities Substance Abuse - constructive confrontation Substance Abuse - duty to accommodate as a disability Disclosures of potentially contagious infections
The Bottom Line on the New Lease Accounting Requirements
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Online
4.00 Credits
Member Price: $213
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Lease classification Amortization of the leased asset Derecognition of the underlying asset Recognition of lease receivables Lease modifications Sale and leaseback transactions
Clean, Transform & Load Data in Power BI
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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:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Fiduciary Accounting Part 4: The New Frontier-Total Return Trusts 2024
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Online
2.00 Credits
Member Price: $89
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What are new frontier trusts? Situations where the use of the trustee's power to adjust or a unitrust can be beneficial. Understanding the requirements for using a particular strategy. Authority and requirements for the trustee's power to adjust with a problem example. Authority and requirements for unitrusts with a problem example. Including capital gains in Distributable Net Income (DNI).