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CPE Catalog & Events

Showing 13323 All Events Results

Everyday Ethics at Work: Don't be the Next News Story!

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Discuss ethics from an every-day real-world perspectiveHow to prevent an ethical lapse that can turn your business into the next news story

Individual Tax Update: Recent Developments

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Virtual

2.00 Credits

The major topics that will be covered in this class include:2025 Tax Provision SunsetsResidential Energy CreditVirtual currency reporting and Form 1099-DAStudent loansRecent individual taxpayer case rulings

Surgent's Government and Nonprofit Frauds and Controls to Stop Them

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Virtual

4.00 Credits

Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit

Roles and Responsibilities in Risk Management

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Virtual

1.00 Credits

Risk management Anticipatory leadership Leadership roles in risk management

Tax Procedure

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Online

2.00 Credits

Filing a tax return IRS audit RS Appeals Collections and litigation at courts of original jurisdiction

Forgotten Managerial Accounting Tools

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Online

2.00 Credits

Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis

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

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.

Surgent's Guide to the AICPA Quality Management Standards

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Virtual

2.00 Credits

Quality management standards SAS 146, SSARS No. 26, and SSAE 23 Risk assessment, which forms the basis of the SQM Monitoring and evaluating the SQM

Master the Art of CPA Communication: Boost Your Influence!

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication

Surgent's Mastering Accounting for Income Taxes

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Virtual

4.00 Credits

The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes

Revenue Recognition - Topic 606 Disclosures

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Online

1.20 Credits

Revenue Recognition Accounting

CFO & Controller Critical Skills: Budgeting & Forecasting

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques

2025 Governmental Auditing Update: Yellow Book & Uniform Guidance

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Online

3.00 Credits

Yellowbook Auditing Uniform Guidance GAGAS

The Ethic of Teamwork

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Virtue ethicsTeam dynamicsCharacteristics of highly effective teamsMeeting managementTeam communicationDecision making

Linking Risk Management to Strategy

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Virtual

1.00 Credits

Enterprise risk management Strategic planning Key challenges organizations face The finance professional's expanding role Black Swan events

Common Deficiencies in Employee Benefit Plans

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Online

2.00 Credits

EBP Auditing Yellowbook

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

2025 Not-for-Profit Accounting & Auditing Update

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Online

6.00 Credits

Yellowbook Auditing Accounting

Partnership Checkup: Tax Issues & Forms Reporting

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Online

4.00 Credits

Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Impact of contributed property Explain the importance of shareholder loans to the entity Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest Comprehensive examples illustrate the mechanics of the basis determination process Discusses how S corporation losses impact Form 1040 Schedule E reporting How to get from the Schedule K-1 information to the basis calculations

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