CPE Catalog & Events
Power BI - Use PBI Desktop to Create Reports and Dashboards
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Online
4.00 Credits
Member Price: $213
Tour of the Power BI Desktop interface Using Power BI Desktop to connect to data sources Available visualizations in Power BI Desktop Building interactivity into visualizations
2024 Annual Update for Accountants & Auditors
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Online
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Accounting Standard UpdatesProjects identified by the FASB's Invitation to Comment: Agenda Consultation.Year 2 considerations for leases including modification accounting.The impact of the changes to auditing group auditsThe status of the AICPA's quality management project management.The current work of the ASB.
Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals
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Online
8.00 Credits
Member Price: $279
Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns. Learn to self-review New tax-planning strategies for depreciation deductions, including changes to §179 and first-year depreciation (Section 168(k)) as a result of recent tax legislation Methods of accounting -- Application and choices In-depth analysis of Form 4797 dealing with depreciation recapture Deductible expenses -- including rules on meals and entertainment Section 163(j) Computation of tax liability Overview of many common business deductions; which are deductible and which are M-1 items? How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern And much more
Performance Management in Challenging Times
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Building trustProviding valuable feedbackTechniques for active listening
How to Make Difficult People Disappear...Without Going to Jail
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Online
1.00 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Are Those Independent Contractors Really Independent Contractors?
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Online
1.00 Credits
Member Price: $39
Classification of workers as employees or independent contractors
2024 Single Audit Update
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Online
2.00 Credits
Member Price: $79
2024 Compliance Supplement Uniform Guidance Common Deficiencies
Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations
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Online
2.00 Credits
Member Price: $99
Using lookup functions as an alternative to direct cell references Understand the limitations of the VLOOKUP function Discover ways to move beyond these limitations
Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships
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Online
2.00 Credits
Member Price: $99
Tax rules governing liquidation of a partnership or S corporation Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S corporation liquidation/partnership liquidation Tax impact on the pass-through entity when the entity is liquidated Receipt of corporate liabilities in an S corporation distribution Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution Tax issues associated with a partnership distribution of noncash properties in a liquidation Compliance requirements on the occasion of a liquidation of a corporation or a partnership
Surgent's Taxation of the Mobile Workforce
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Online
2.00 Credits
Member Price: $99
What states do not have an income tax? What is the relevance to employers? Where does an employer have an obligation to withhold state taxes for an employee? At what point does an employee become a resident? Where is unemployment paid for an out of state employee?
COSO's Internal Control Framework Essentials
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Online
4.00 Credits
Member Price: $213
Components and principles of internal control Concepts associated with the COSO framework Management responsibilities versus auditor responsibilities Common significant accounting processes Tools and techniques used for internal control documentation
Schedule C of Form 1040
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:When Schedule C appliesCash v. Accrual methodTypical business deductionsBusiness vehicle expensesSection 179 and bonus depreciation
Excel - Using Charts for a Non-Financial Audience
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Selecting the right chart type Creating dynamic chartsChoosing data to display as a chart Customizing charts with all the various chart options Printing and sharing your charts
Accounting and Auditing for the Construction Industry 2024
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Online
4.00 Credits
Member Price: $159
Illustrative computations for revenue recognition Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry Application of "risk-based" audit model to contractors The "Lookback" analysis and the contractor's estimating reliability Practical approach to auditing contracts completed and in progress Numerous computations and alternative approaches
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
Audit 303: Internal Controls - Required Communications
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:The required communication of internal control matters noted on an auditEvaluating the severity of identified deficiencies, including consideration of qualitative considerationsImportance of placing a priority on being a value-added business advisorAnticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or complianceComponents of a well-written internal control commentBetter writing tips and techniques
Combatting Sexual Harassment in the Workplace
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Online
1.00 Credits
Member Price: $39
Sexual harassment prevention Company culture
Mastering Charitable Remainder Trusts and Form 5227Compliance
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Online
2.00 Credits
Member Price: $79
Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing
How Machines Are Coming Alive and Ruling the World
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What is the Internet of Things (IoT)? IoT In ActionIoT Economic ImpactsHow IoT Will Impact AccountantsStructured vs. Unstructured Data: The New Accounting FrontierLeading IoT Challenges and RisksEmerging IoT Business Models for AccountantsHow to Monetize IoTIoT Starter StrategyIoT Case Studies
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online
8.00 Credits
Member Price: $225
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.