CPE Catalog & Events
When Leadership Fails
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Online
2.00 Credits
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Hot Topics Audit & Attest Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
A Practitioner's Guide to IRAs and Qualified Retirement Plans
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Online
8.00 Credits
Traditional and Roth IRAs: Understanding retirement savings options SEP and SIMPLE IRAs: Exploring retirement plans for small businesses Qualified Plans: Navigating employer-sponsored retirement plans Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures 401(k) Plans: Maximizing benefits with employer-sponsored options Retirement Plan Selection: Choosing the best plan for individual client needs Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations Tax Implications: Analyzing the tax consequences of retirement plan decisions Retirement Planning Strategies: Implementing effective strategies for client financial goals
Partnership & S Corporations: How to Calculate Basis
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Online
4.00 Credits
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts; Clarifies the how partnerships and S corporations debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest Discusses how S corporation losses impact Form 1040 Schedule E reporting Comprehensive examples to illustrate the mechanics of the basis determination process
The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics
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Online
1.00 Credits
Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions
How to Double Your Firm's Revenue Through CFO and Advisory
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Virtual
1.00 Credits
The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.
Are You Qualified? The Ethics of Practice Development and Skill Enhancement
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Online
2.00 Credits
The Catch-22 of Practice Development and Skill Enhancement The Ethics of Education and Experience Requirements Examples of Skill-Expansion Resources Practice- and Skill-Expansion Cases to Consider Conclusion
Partnerships: How to Calculate Partner Basis
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Online
2.00 Credits
Calculation of basis when the entity is formed, including the impact of contributed property How to calculate partnership tax basis capital accounts Explains the use of both "inside" and "outside" basis determination Clarifies the how partnership debt impacts tax basis Discusses how distributions affect basis Explains how basis is impacted by sale and/or liquidation of the partnership interest Comprehensive examples to illustrate the mechanics of the basis determination process
More Money: Strategic Ways to Improve Cash Flow
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Virtual
4.00 Credits
The major topics that will be covered in this class include:How do I optimize cash flow?Qualitative Evaluations – Core Earnings & Sustainable GrowthQuantitative Evaluations – Liquidity RatiosIncreasing Customer Base vs. Payment TermsBusiness Cycle & CashInvesting Company CashWhat keeps companies from becoming streamlined?Behavioral Finance BiasesInformation Processing BiasesEmotional BiasesDealing with Behavioral Biases
Surgent's Annual Accounting and Auditing Update
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Virtual
8.00 Credits
Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 Recently issued ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
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Virtual
8.00 Credits
Comprehensive coverage of the Inflation Reduction Act, including: The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, §45L New Energy Efficient Home Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Comprehensive coverage of the SECURE 2.0 Act with a focus on provisions applicable to employers Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Retirements and redemptions: considerations for partnerships and S corporations Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Form 1099-K reporting requirements Bonus depreciation Section 174 Research & Experimental Expenditures -- new guidance under Notice 2023-63 and Notice 2024-12 FinCEN reporting requirements A review of like-kind exchange transactions under §1031
Ethics of AI: A CPA's Guide
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Virtual
2.00 Credits
The major subjects that will be covered in this course include:A primer on AI technology applications in the accounting professionEthical dilemmas that originate from the use of AI by CPAsPractical guidelines for using AI technology ethicallyStep by step guide for creating an AI usage policy for your organizationReview of a variety of reference materials to assist you in using AI ethically
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
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Online
1.00 Credits
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
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Online
1.00 Credits
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
Is Activity-Based Costing the Right Tool for Your Organization?
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Online
2.00 Credits
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management
Cash Conversion Cycle: Tool and Techniques
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Online
2.00 Credits
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
Donating Cryptocurrency and Avoiding Traps for the Unwary
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Intro to digital assetsDifferences between cryptocurrency and non-fungible tokens (NFTs)IRS Notice 2014-12Tax implications of contributing digital assetsGift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs.Substantiating charitable contributions of digital assetsTraps for the unwary.
How AI Is Automating Internal Control
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Virtual
4.00 Credits
The major topics covered in this class include:An explanation of Artificial Intelligence (AI).Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Financial Decisions that Led Two Businessmen to Prison
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Virtual
2.00 Credits
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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Online
1.00 Credits
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
