CPE Catalog & Events
Owning an Electric Vehicle: Costs and Considerations
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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:Understand how gas, electric and hybrid vehicles differVehicle typesKnow the costs to purchase, maintain, and charge electric vehiclesAnticipate start-up costs for charging an EV at your business or homeUnderstand charger types and when to use or install each oneOvercoming "range anxiety"
Surgent's Summary and Analysis of the Inflation Reduction Act of 2022
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Online
2.00 Credits
Member Price: $99
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The 15% corporate tax 1% tax on the repurchase of corporate stock Enhancement of IRS services Prescription drug pricing reform, including drug price negotiation Maximum out-of-pocket cap for Medicare beneficiaries Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line Clean energy and efficiency incentives for individuals Energy efficient home improvement credit Energy efficient commercial buildings deduction (Section 179D) Extensions, increases, and modifications of the new energy efficient home credit Clean vehicle credit and credit for previously owned clean vehicles Qualified commercial clean vehicles Transfers of certain credits to an unrelated transferee Increase in research credit against payroll tax for small businesses
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
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Online
2.00 Credits
Member Price: $99
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S corporation earnings layers Observations on earnings layers S corporation basis calculation IRC 351 transactions Four loss tiers Appreciated property distributions
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations
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Online
4.00 Credits
Member Price: $159
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Overview of ASC 326, Credit Losses Application of ASC 326 to non-lending institutions CECL transition and disclosures Audit considerations related to the adoption and ongoing accounting for CECL
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Online
4.00 Credits
Member Price: $213
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5-step process for recognizing revenue
Money Laundering 101 for CPAs
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Audit 402: Audit Quality Control - Avoid Peer Review Issues
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Common peer review deficiencies that quality control reviewers should be alert toImportant considerations of second-level and other upper-level reviewersLessons learned from various regulatory oversight reviewsStatement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations
Securing Your Data with a Password Management App - Updated
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault
Critical Thinking Masterclass
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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:Cognitive biasConducting a "thinking audit"MetathinkingProfessional skepticismDecision mappingHabit replacementEmotional intelligenceMemory enhancement
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $99
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Social Security Retirement Asset allocation Fraud
Roadmap to Ethical Decision Making
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Review the AICPA's Code of Professional Conduct.Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.Discuss the principles of professional conduct.Address compliance with professional standards.Use case studies to address circumstances that may create threats to independence.
Trusts as Retirement Plan Beneficiaries 2024
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Online
2.00 Credits
Member Price: $89
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What is the significance of the Retirement Plan Beneficiary? Primary vs. Contingent Beneficiaries Is a Trust a "Designated Beneficiary?" Is it an "Eligible Designated Beneficiary?" Why do people want to name a trust as the beneficiary? What happens when the trust beneficiary dies?
Getting Started with ESG
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this class include:Definitions of ESGBusiness benefits of ESGReporting methodsGetting started with ESG initiatives
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
Leadershift Ethics: Things Must Change!
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:The litmus test for all of your decisions and actionsEthical principles when managing through changePressures that threaten ethical change managementCase studies of what can go sideways when ethics are not part of every stage of changeWinning strategies for ethical self-regulation
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
2024 Was It Fraud or Just Poor Audit Quality?
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Online
1.50 Credits
Member Price: $59
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Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Building Trust in Remote Teams: Catalyze Collaboration and Communication
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Online
1.00 Credits
Member Price: $39
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Communication Teamwork Collaboration