CPE Catalog & Events
Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Virtual
2.00 Credits
Discuss how productivity strategies may improve work-life balance Understand the state tax consequences that may arise when working from home Identify and discuss challenges unique to financial professionals Review how some organizations are providing support to improve work-life balance Explore the role of alternative work arrangements Examine challenges unique to auditors versus tax professionals A comparison of work-life balance between public and industry accountants How work-family conflict varies among financial professionals Recommendations for improving work-life balance
Ethical Performance Management
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Virtual
2.00 Credits
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
Internal Control Frameworks for Single Audit
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Online
1.00 Credits
COSO 2013 Update Yellowbook Accounting
Keeping Up with the FASB
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Virtual
2.00 Credits
The major topics covered in this class include:Review of current items on the FASB agendaDiscuss the new revenue recognition standardProvide an update on the new lease accounting standardAddress U.S. GAAP alternatives for certain entities
Business Partnerships: Managing Supplier Relationships
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Overview of supplier contractsCase studies of successful and not-so-successful supplier relationshipsRisk potentials
Introduction to Forensic Accounting
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Online
1.80 Credits
Forensic Accounting Accounting Auditing Finance
Listening to the Statement of Cash Flows
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Online
2.00 Credits
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Estate and Financial Planning for the Older Client
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Online
8.00 Credits
Medicare and Health Insurance Options Life Insurance Strategies for Elders Social Security Planning Considerations Medicaid Planning and Trusts Retirement Account Optimization Techniques Tailored Estate Planning for Older Clients Long-Term Care and Housing Alternatives Gifting Strategies in Estate Planning Unique Financial Challenges of Aging Clients
Learning to Teach "Tax" as a Second Language
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Online
1.00 Credits
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
Federal Tax Update for Business 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 Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments
Professional Skepticism for the Public Accountant
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Online
1.00 Credits
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
The Controllership Series - The Financial Close Process
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Online
1.50 Credits
Accounting Finance Financial Statements
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Online
2.00 Credits
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Accounting Finance
Creative Strategies for Buying, Selling, or Gifting a Business
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Online
8.00 Credits
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
K2's Accounting Automation
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Online
1.00 Credits
Key automation opportunities Benefits and risks associated with automation Primary tools available for automation efforts
Revenue Recognition Topic 606 - Identify Performance Obligations Part 2
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Online
1.40 Credits
Revenue Recognition Accounting
K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Online
2.00 Credits
CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice
Tax Depreciation: Review and Update
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
