CPE Course Catalog
 

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  • 4 Credits
    Online

    Excel - Using PivotTables for Data Analysis

    Location: Online
    Member Price: $129.00

    * This course is #4 in the Microsoft PowerBI series of webinars. Click button in Program Content section below to see suggested viewing order. * Excel is the #1 data analysis tool for accountants, yet many accountants have never learned the basics of data analysis using Excel or the tools...

  • 2 Credits
    Online

    Fringe Benefit Planning Under Tax Reform

    Location: Online
    Member Price: $79.00

    The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Due to these changes, fringe benefit planning has become one of the most important areas of planning for your client's business and personal needs. There are a variety of tools and techniques to meet a...

  • 4 Credits
    In-Person

    Reviewing Individual Tax Returns: What Are You Missing?

    Location: Washington
    Member Price: $148.00

    Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of...

  • 8 Credits
    Online

    Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships (HMBI)

    Location: Online
    Member Price: $239.00

    The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications...

  • 8 Credits
    Online

    The Best Federal Tax Update Course by Surgent (BFTU)

    Location: Online
    Member Price: $259.00

    The President and Congress have delivered a revolutionary tax reform plan, and Surgent will bring you all of the details critical to you and your practice. These changes will affect your clients this coming season, and they will look to you to understand the issues and develop a plan that serves...

  • 2 Credits
    Online

    The CFO's Role in Compensation and Bonus Plans

    Location: Online
    Member Price: $79.00

    For many organizations, compensation is the single most important cost category. This webcast will discuss why the CFO must involve themselves with compensation and benefit plan design and administration. This session will pay particular attention to bonus plans, covering plan design,...

  • New 2 Credits
    Online

    After Tax Reform: New Choice of Entity Decision

    Location: Online
    Member Price: $79.00

    A discussion of the 2017 Tax Cuts and Jobs Act provisions that impact the choice of entity decision. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.

  • 2 Credits
    Online

    Surgent's Recently Issued U.S. GAAP - What Small and Mid-Size Nonpublic Entity CPAs Need to Know and Do Now, Not Later (GAAP)

    Location: Online
    Member Price: $89.00

    New Accounting Standards Updates (ASUs) related to U.S. GAAP are issued on a regular basis. It can be time-consuming and confusing to keep up-to-date on the resulting impact on financial statements and disclosures, especially when many changes relate primarily to public business entities, larger...

  • 2 Credits
    Online

    The Preparation of Form 1041 - Primer on Subchapter J

    Location: Online
    Member Price: $79.00

    Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (From 1041)....

  • 1 Credits
    Online

    Controller Series: Competing Globally

    Location: Online
    Member Price: $35.00

    Marketing description: While nearly 7 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This course is part of...

  • New 1.5 Credits
    Online

    Driver-based Budgeting & Rolling Forecasts for Fast Analysis

    Location: Online
    Member Price: $64.00

    The annual budgeting process is often criticized as a fiscal exercise done by the accountants that is obsolete soon after it is published, prone to gamesmanship, cumbersome, not being volume sensitive, and disconnected from the strategy and needed risk mitigation spending. You can resolve these...

  • 2 Credits
    Online

    KPI Dashboards - The New Financial Reporting Model

    Location: Online
    Member Price: $99.00

    CEOs, entrepreneurs and management professionals of all stripes are clamoring for real-time financial dashboards. One of the primary drivers of this dynamic financial reporting model is the need for access to real time information that is pertinent and can be easily analyzed. This webcast will...

  • 2 Credits
    Online

    Aligning Budgets to Strategy - The Key to Long Term Profitability

    Location: Online
    Member Price: $79.00

    In most organizations, strategic planning and budgeting are separate processes, making them out of alignment from their inception. This webcast explores a practical "real world" planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility,...

  • 2 Credits
    Online

    IRS Internet Resources for Accountants

    Location: Online
    Member Price: $79.00

    The course provides a concise overview of the Internet services offered by the Internal Revenue Service or IRS, the tax agency of the United States federal government. Discover scores of little-known but highly valuable IRS resources including electronic wizards, mobile apps, online payment...

  • 2 Credits
    Online

    The Preparation of Form 1041 - Line-by-Line

    Location: Online
    Member Price: $79.00

    Tax compliance issues for fiduciary entities are sometimes confusing to practitioners since many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the U.S. Income Tax Return for Estates and Trusts (From...

  • 2 Credits
    Online

    After Tax Reform: Taxation of Non-Profits

    Location: Online
    Member Price: $79.00

    A discussion of the 2017 Tax Cuts and Jobs Act provisions that impact non-profit entities. This course qualifies for PTIN credit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.

  • 4 Credits
    Online

    Governmental Pensions: Prepare for a Changing Landscape

    Location: Online
    Member Price: $159.00

    GASB Statement No. 68 changed the playing field for governmental organizations. Learn about the landmark pension accounting changes and how they change the accounting and financial reporting of pension benefits. Explore all the GASB statements that make up the governmental pension reporting...