CPE Catalog & Events
2023 Government Contracting Conference
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Vienna
8.00 Credits
2023 Nonprofit Symposium
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Washington
33.00 Credits
Member Mix & Mingle
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Vienna
0.00 Credits
Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing
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TBD
2.00 Credits
Improve your writing and presenting skills by using a checklist Lay a solid foundation under your presentation by harnessing The Four Pillars of Confidence Clear the slide deck to make your presentation more engaging Use your non-verbal skills to present powerfully Know how to effectively respond when they say "no"
Real-World Fraud Found in Governments and Not-for-Profits
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Virtual
8.00 Credits
• Misappropriation of assets and benefits • Cyber fraud • Personnel fraud • Grant expense allocations • Management override • Pledges and contributions • Procurement cards • External financial reporting • Overtime fraud
Powerful Business Collaboration: Mind the Generation Gap
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Virtual
1.00 Credits
The major topics covered in this course include:Why is it in your business's financial interest to include a range of generations in your work teams?What are the pitfalls of not having a multigenerational approach to your work?What do you have to offer to someone else that is a direct result of your age and experience?In what work-related areas would you be better off if you collaborated with someone much younger or older than you? Does ageism apply only to how the world treats older people, or are younger people also subject to ageism? What are misconceptions you have about older or younger people and how can you overcome them?What are three things you can do as soon as you finish this webinar that will help you benefit from a multigenerational collaboration?
Analyzing Financial Statements
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Balance sheet analysisIncome statement analysisCash flow statement analysisClues in the notes and MD&AIndustry nuances
Surgent's Real Estate Taxation: Critical Considerations
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Virtual
4.00 Credits
Depreciation and recapture Passive activity losses Determination of basis Determination of gain or loss on sale of real estate Taxation of rental operations Installment sales
Cases in Corporate Ethics: Discuss Real Life Conflicts
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Virtual
4.00 Credits
We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?
Construction Contractors: Auditing Considerations
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TBD
4.00 Credits
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key internal controls Substantive procedures for long-term contractors
Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Virtual
8.00 Credits
Annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc. Best practices for engagement planning, internal controls, risk assessment, and detailed testing How to avoid common mistakes made while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues The new audit standard for employee benefit plans
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit
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Virtual
8.00 Credits
Refining key planning and general auditing considerations to the not-for-profit environment Characteristics of not-for-profit financial statements that require special attention The auditor’s consideration of fraud in auditing a not-for-profit entity Audit procedures to become comfortable with management’s recording and reporting of contributions and promises to give Auditing how a not-for-profit entity gets from natural expenses to functional expenses Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements Considerations related to Yellow Book and single audits
IRS Case Roadblocks
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Virtual
1.00 Credits
The major topics covered in this course include:Administrative strategies for resolving a TFRP assessmentHow to prepare for negotiating an installment agreementTips for handling apathetic or indifferent Revenue OfficersHow to stage different case obstacles and roadblocks through completion
Ethics and Technology for CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this class include:The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.The profession's need to change to meet its ethics standard in a technology-centric environment.Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
Surgent's Food, Beverage, and Entertainment Expensing
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Virtual
2.00 Credits
Special rules for 2021 and 2022 allow 100% deductibility for meals IRS rules relating to the nondeductibility of activities considered entertainment or amusement What constitutes entertainment for tax purposes? When are meals deductible and at what rate once the special rules applicable to 2021 and 2022 no longer apply When employers may deduct food and beverages provided to employees Special rules for per diem meal payments for 2021 and 2022
Surgent's Use the Data Model to Build More Powerful PivotTables
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Virtual
2.00 Credits
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Intro to Remaining "Most Common" Form 990 Schedules: D & G
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Virtual
2.50 Credits
The major topics that will be covered in this class include:Overview of what comprises a "fundraising event or sale"Explanation of the low receipt thresholds by which Schedule G's Parts II (fundraising events and sales) and III (gaming) are invoked How Schedule G's Part II amplifies summary data inputted on Part VIII, Lines 1c, 8a and 8b Review of what constitutes gaming activityNoting the underlying three tax issues that gaming activities implicate: potential unrelated business income tax, unmet payroll tax if volunteer worker/contractor status is improperly claimed, and wagering excise taxesDiscussion of what makes a provider a "professional fundraiser" and what information filers are responsible to report in Schedule G's Part I related to their useExplanation of the entirety of Schedule D "triggers" employed upon the 990's Core Form Part IV Highlighting the common potholes Schedule D preparers face
Ethics: IRS Behavioral Insights for Accountants
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Virtual
2.00 Credits
Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes
Ransomware: How to Protect Against and Recover From Attacks
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Virtual
1.00 Credits
The major topics covered in this class include:Overview of ransomware Ransomware trends Overview of how ransomware attacks are conductedConsiderations when deciding whether or not to pay the attackersKey controls for protecting against ransomware
Monthly Federal Tax Updates - September 2023
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Virtual
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