CPE Catalog & Events
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Forensic Accounting and Evidence Preservation in QuickBooks
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Evidence Preservation & Cryptographic Security: Prioritizing immediate data protection by exporting defensible QuickBooks Online (QBO) snapshots and utilizing Windows PowerShell or Command Prompt to generate file hashes to prove data integrity.Standards Compliance & Access Management: Navigating the legal and professional boundaries of AICPA SSFS No. 1 and ACFE standards, which prohibit CPAs and CFEs from making final legal conclusions of fraud, while managing administrative access levels and uncooperative gatekeepers.Ledger Auditing & Transaction Reconstruction: Using the QBO Audit Log to uncover deleted or voided entries, performing reconciliation health checks, auditing bank feed gaps, and examining Undeposited Funds and journal entries to trace hidden or manipulated cash.Analytical Procedures & Metadata Analysis: Applying comparative horizontal and vertical financial statement analysis, drilling down into General Ledger transaction details, and evaluating created-date metadata to flag anomalies like weekend or after-hours entries.Targeted Fraud Detection & Testing: Cross-matching vendor and payroll records to expose shell vendors or ghost employees, analyzing accounts receivable write-offs for lapping schemes, and applying safe, isolated scenario-testing techniques within QBO
Master the Art of CPA Communication: Boost Your Influence!
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication
Interviewing, Onboarding and Training 101
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Online
1.00 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
SECURE Act 2.0: What You Need to Know
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Online
1.00 Credits
Member Price: $39
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
Revenue Recognition - Allocate the Transaction Price
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Online
1.80 Credits
Member Price: $79
Revenue Recognition on Contracts with customers
White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $89
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
IFRS Update
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Online
2.00 Credits
Member Price: $89
Explore where financial statement preparers should focus the most time and attention on now when preparing interim and annual financial statements, such as: o Costs charged to PP&E in the "testing&" phase o Calculating onerous contract costs o Calculating the 10 percent test for determining substantially different cash flows Discover highlights of recently-issued IFRS pronouncements, focusing on changes with upcoming effective dates, such as: o Classification of liabilities as current o Defining accounting estimates
Surgent's Choosing the Right Business Entity
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Online
2.00 Credits
Member Price: $99
Why businesses operate as C corporations Why businesses operate as pass-through entities Adopting C corporation status Why businesses choose S corporation status. Tax and business situations that impact entity selection.
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 Understanding Partnership Taxation: Debt Allocations
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Online
2.00 Credits
Member Price: $99
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
The Many Faces of Fraud
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Online
2.00 Credits
Member Price: $89
Fraud Indicators Fraud Patterns Client Operations Transaction Analysis Independent Verification Fraud Recognition
Viewing A&A Through the Eyes of a Tax Practitioner
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The role of financial reporting for a myriad of usersFundamentals conceptsSpecial Purpose FrameworksFinancial statement analysisCross-functional collaboration
Surgent's Essential Depreciation and Expensing Update
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Online
4.00 Credits
Member Price: $159
New bonus depreciation and §179 changes under the One Big Beautiful Bill Act (OBBBA) Resolved technical glitches for qualified improvement property Detailed coverage of §179 expense elections and §168(k) bonus or additional first-year depreciation – maximizing deductions, definitions, limitations, and qualified property Sales of property and the depreciation recapture rules (§1245, §1250, unrecaptured §1250 gain for real estate, §291 for corporations) MACRS depreciation – finding the proper method, convention, and recovery period Listed property and the current limitations Amortization of startup, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities
Building Personal Leadership Skills
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Online
4.00 Credits
Member Price: $149
Leadership Personality Types Communication Uses of AI in the work place
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Online
4.00 Credits
Member Price: $149
Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives
The Essential Guide to Understanding Private Company Financial Statement Disclosures with Renee Rampulla
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Online
4.00 Credits
Member Price: $149
Common Private Company Accounting Policy Disclosures Numerous Sample Lease and Revenue Disclosures Unique OCBOA Disclosure Requirements and examples Research Techniques
The One Big Beautiful Bill: 2025 tax legislation
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:The Congressional process in passing tax legislation. Major Tax Provisions in the House version of Big Beautiful Bill Individual General Business International Health Care Accounts Qualified Opportunity Zones Industry Specific Provisions Tax Exempt Organizations Miscellaneous Provisions
Hands-On Tax Return Workshop - S Corporations (Form 1120S)
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Online
8.00 Credits
Member Price: $300
Extensive review of the S corporation income tax laws with an emphasis on any new legislative Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items Discuss how schedule K items get allocated to shareholders on their schedule K-1s Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Talk about the unreasonably low officer compensation issues Learn the special tax treatment of fringe benefits paid to 2% shareholders and family members Schedule M-1 – calculate the reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – detailed step-by-step calculation of the AAA, PTI, E&P and OAA accounts Basic overview of the tax treatment of distributions including when a S corporation has prior C corporation earnings and profits (E&P) Review the importance and basics of calculating a shareholder’s stock and debt basis Basic overview of the potential S corporation built in gains tax from the conversion of a C to S corporation
Estate and Financial Planning for the Older Client
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Online
8.00 Credits
Member Price: $250
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Member Price: $250
Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements