CPE Catalog & Events
Women's Leadership Conference
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Washington
4.00 Credits
2024 Government Contracting Conference
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Vienna
8.00 Credits
2024 PCAOB and SEC Update
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Online
2.00 Credits
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Ethics in the World of AI: A CPA's Guide to Managing the Risks
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Online
2.00 Credits
Business uses of AI Nine risk areas of AI Three ethical frameworks Risk mitigation strategies
Excel - Advanced Spreadsheet Troubleshooting Techniques
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Online
2.00 Credits
The major topics that will be covered in this class include:Learning the art of nesting formulasTechniques to troubleshoot complex formulas Review of the 9 built-in error checking optionsTechniques to resolve rounding errors
Surgent's Auditing 401(k) Plans: Critical Issues and Annual Update
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Online
4.00 Credits
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
Adobe Acrobat - Increase Your Productivity With PDF Files
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Online
4.00 Credits
The major topics that will be covered in this class include:Navigating Adobe Acrobat DCCreating PDF files from other applicationsOrganize PDF files and pages within a PDFUsing the annotation tools to review and markupA PDF filesPreparing your PDF for printingCreating links to pages, files and websitesSecuring your PDF filesSearching PDF filesCreating fillable formsAdobe Acrobat integration with Office 365
Annual Federal Tax Update
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Online
8.00 Credits
Income taxation of estates and trusts IRS administrative issues, compliance, and updated forms Court cases settled in the last year that provide tax return guidance IRS summons and notification requirements IRS rulings, procedures and notices published in 2023 Fringe benefits Hobby vs. business Corporate AMT regulations
Power BI - Advanced Data Analytics with Power Pivot
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Online
8.00 Credits
The major topics that will be covered in this class include:Introduction to Excel Power BI ToolsLoading data into Power Pivot using data modelingCreating "measures" using DAX functions and formulasUsing a date table to create time-intelligent measuresThe DAX calculation processTO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS,A CLICK HERE
Ethics: Giving Thanks - How to Master the Art of Gratitude
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Online
2.00 Credits
Weƒ?Tll explore what gratitude is and how expressions of it can vary from culture to culture. Weƒ?Tll also unpack several ways you can regularly say ƒ?othank youƒ?? to valued clients and colleagues, and weƒ?Tll examine methods for evaluating gratitude in prospective and current employees.
Like-kind Exchanges in Real Estate Transactions
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Online
2.00 Credits
The major topics that will be covered in this class include:Like-kind exchanges have been hailed as one of the few ƒ?olegal tax sheltersƒ?? still available for real property investments, but it is really a result of favored tax policy.These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.
Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities
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Online
2.00 Credits
What keeps companies from becoming streamlined? Behavioral biases Information processing biases Emotional biases How to deal with behavioral biases Connecting behavioral biases to cost cutting Creating a culture of cost cutting Rules of thumb for cost cutting Managing headcount Post-COVID common areas of excess cost Budgeting techniques Budget variances Benchmarking Common size financial statements Horizontal analysis Negotiation and contracting techniques Cash flow and the business cycle
Surgent's Skills to Enhance Personal and Professional Networks
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Online
2.00 Credits
The value of strategic networking Quality vs. quantity in networking Networking for professional opportunities Person-to-person networking Maintaining and expanding your current connections Networking for introverts Long-term networking strategies
Surgent's What Tax Practitioners Need to Know About Medicare
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Online
2.00 Credits
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
Monthly Federal Tax Updates - May 2024
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Online
2.00 Credits
The major topics covered in this class include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
PowerPoint Fundamentals - Create Engaging Presentations
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Online
2.00 Credits
The major topics that will be covered in this course include:Presentation design best practicesOrientation to the PowerPoint features functionsUsing templates, themes and slide layoutsStep-by-step guide to designing and creating a presentationAdding graphics, photos and other objectsPreparing for the delivery of your presentation
Understanding Internal Control Constructs
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Online
4.00 Credits
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Tactics to Find Work Life Balance in a Complex World
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Online
1.00 Credits
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
Audit 107: Auditing Cash - Applying Basic Audit Skills
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Online
2.00 Credits
The major topics covered in this course include:Typical audit risks and special considerations related to cash and cash equivalentsDesigning a detailed audit plan, linking assessed risk to planned proceduresPerforming typical audit procedures associated with auditing cash and cash equivalentsCase study related to auditing cash and cash equivalents, including identifying and evaluating a misappropriation of cashIdentifying how to obtain evidence through inquiry of the client
Entertainment, Meals & Travel Expenses: Review and Update
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Online
2.00 Credits
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings