CPE Catalog & Events
I want the TRUTH: Preparing to be an Expert Witness
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Online
2.00 Credits
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Entertainment, Meals & Travel Expenses: Review and Update
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Virtual
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
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Online
1.00 Credits
Forensic Accounting Accounting Finance Auditing
Clean, Transform & Load Data in Power BI
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.Data Loading: Efficiently loading data into the Power BI data model.Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
ChatGPT for Accountants: 50+ Use Cases
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Virtual
2.00 Credits
Major topics covered in this course include:Introduction to ChatGPT and artificial intelligence chatbot technologiesAutomating frequently asked questions and the onboarding processVerifying and reviewing financial recordsProviding real-time support to clientsGenerating financial reportsAutomating tax return preparation and financial planningProviding guidance on financial decision making
Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value
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Online
2.00 Credits
Typical accounting issues that impact the balance sheet Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes Communicating to your audience and stakeholders
Ethics: 10 Crucial Qualities of High Character CPAs
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Virtual
2.00 Credits
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Tactics to Find Work Life Balance in a Complex World
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Virtual
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
2025 Governmental Auditing Update: Yellow Book & Uniform Guidance
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Online
3.00 Credits
Yellowbook Auditing Uniform Guidance GAGAS
1065 - Understanding Partnerships Tax Returns
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Online
2.00 Credits
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
Surgent's Individual and Financial-Planning Tax Camp
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Virtual
8.00 Credits
Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families: Whole Life Insurance, Term Life Insurance, Universal Life Insurance, and Variable Life Insurance Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged accounts Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement Best financial planning ideas for young people
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs
Federal Tax Update for Individuals with Doug Van Der Aa
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Online
4.00 Credits
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Recent legislative, judicial, and IRS developments impacting individual taxpayers 2025 Tax rates and inflation-adjusted figures Cryptocurrency reporting and new Form 1099-DA Form 1099-K and previously unreported income Review of significant changes in individual tax forms Recent federal tax legislation, cases and rulings affecting income of individual taxpayers
Guide to Deducting Travel, Meals and Entertainment Expenses
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Online
4.00 Credits
Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem "Directly related to" and associated with" tests Facility vs. activity expenses 9 exceptions to Section 274 Business meals: IRS Notice 2018-76
Nonprofit Accounting and Financial Reporting Explained
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Online
8.00 Credits
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures Executive summary of recent Accounting Standards Updates Overview of fair value disclosure requirements and implementation issues Discussion of issues related to donor-restricted endowment funds Classification of net assets and reclassifications Endowments, including accounting, disclosures and UPMIFA Noncascontributions Contributions received and receivable Expense recognition issues Reporting expenses by function and nature Other relevant matters unique to the nonprofit environment
IFRS SMES vs IFRS
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Online
2.00 Credits
Overview of IFRS for SMEs General pervasive similar concepts Differences with financial instruments Differences with business combinations Differences in investments in other entities Differences in intangible assets Differences in income taxes Differences in employee benefits Differences in revenue and expenses
Third Party Verification (Comfort) Requests- What Are Options for Responding and How to Determine Which Professional Standards to Apply?
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Online
2.00 Credits
Common third party verification requests Differentiating the allowable options for responding to requests for comfort, including SSARS, SAS and SSAE engagements Critical elements of professional standards that may apply to nonattest and attest services performed Establishing an understanding with the client regarding the nature and scope of services
The Role of Internal Audit in Operational Audits
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Online
2.00 Credits
The important role of operational audits Best practices for designing and performing operational audits Identifying causes of operational issues and risk exposures Developing solutions to enhance the operational performance of business activities, processes, and resourced deployed across the organization Delivering clear, transparent, and objective audit reports to convey critical information
ChatGPT and Advanced Financial Analysis for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Virtual
4.00 Credits
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
