CPE Catalog & Events
New Lease Accounting Standards under ASC 842 – Nonprofit Industry Focus
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Virtual
2.00 Credits
MBAexpress: Effective Change Management - V 2.0
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Online
1.00 Credits
Different personality traits and how they might react during a time of change The five change management principles Kotter's 8 step change model The Murphy plow story
Auditing Digital Assets, Part I
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TBD
2.00 Credits
Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties
Key Cybersecurity Controls for CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this class include:The five key tenets of cybersecurity: Identify, Detect, Protect, Respond, RecoverReview specific cybersecurity controls within each of the five cybersecurity tenetsHow to appropriately assess key cybersecurity controls
Surgent's Perplexing Financial and Economic Issues for the CFO/Controller
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Virtual
8.00 Credits
Regulatory, fiscal, and monetary policies' impact on the organization Dodd-Frank Act and impact on financial reform Health insurance reform and the impact on the employer Managing risk in an uncertain economic climate
Walter Haig's Personal Financial Health Checkup
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Virtual
8.00 Credits
The topics that will be covered in this course include:Preparing a personal financial statement following U.S. GAAPRecasting U.S. GAAP personal financial statements into powerful management toolsIdentifying key financial factors that must be managed in order to achieve financial self-sufficiencyKey personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at DeathHow to create "goal" statements that achieve results
Ethics: 10 Essential Movies, TV Shows, and Books for CPAs
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Virtual
1.00 Credits
You will receive summaries of some of the best movies, TV programs, and books for CPAs who want to take their businesses to a higher level of success. Some of the works we'll discuss are:The GodfatherAristotle's Nicomachean EthicsCurb Your EnthusiasmThe Invention of Lying ...and many more!
Audit 405: Designing Internal Controls for Smaller Entities
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Virtual
2.00 Credits
The major topics covered in this course include:Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate 'umbrella' of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
Circular 230 and Rogue Return Preparers
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Virtual
2.00 Credits
The major topics covered in this class include:The authority of Circular 230 on return preparersThe possible penalties for violating Circular 230How to answer ethical situations with clientsCharacteristics of return preparers who prepare false tax returnsHow to identify the violations in real life examples
How Machines Are Coming Alive and Ruling the World
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Virtual
2.00 Credits
The major topics that will be covered in this class include:What is the Internet of Things (IoT)? IoT In ActionIoT Economic ImpactsHow IoT Will Impact AccountantsStructured vs. Unstructured Data: The New Accounting FrontierLeading IoT Challenges and RisksEmerging IoT Business Models for AccountantsHow to Monetize IoTIoT Starter StrategyIoT Case Studies
Monthly Federal Tax Updates - April 2024
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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
Payroll Essentials: The Payroll Cycle of Life
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Virtual
2.00 Credits
The major topics covered in this class include:A general review of compensation and payroll taxes from a broad perspectiveA walk through of the payroll processExplanations and examples of payroll processing, payroll tax deposits, and payroll returnsResources, recommendations, and guidance on compensation, payroll and payroll related topics
AI Ethics 2024: Balancing on the Tightrope
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Online
2.50 Credits
Technology threats Opportunities for development Vulnerabilities and risk mitigation Learning opportunities
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
PCAOB Updates
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TBD
1.00 Credits
The audit with other auditors Strategic priorities of the PCAOB The auditor's use of confirmations Proposed quality control standard
Audit 406: Auditing Revenue Recognition - Common Risks
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Virtual
2.00 Credits
The major topics covered in this course include:Generally accepted accounting principles related to sales, including the newest revenue recognition model of Topic 606Common revenue recognition fraud schemes and potential audit responsesAudit responses to significant risks requiring special audit consideration related to revenue recognition
Self-Rental Real Estate: Passive Activity & Section 199A
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Taxation of Property Transactions
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TBD
4.00 Credits
IRC Sections 1231, 1245, and 1250 Depreciation recapture Capital gains and losses Nonrecognition transactions
Anticipate Development: Moving From Employee to Manager to Leader
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Online
1.00 Credits
The differences between being an employee versus a manager or leader New skills needed Letting go of your old role Building a coaching culture Motivating people Goal setting Leader credibility Delegating tasks Handling feedback Managing friends Aligning leadership with strategy
Financial Instruments and Leases
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TBD
1.00 Credits
FASB accounting standards updates in financial instruments and leases Credit losses, troubled debt restructuring, lease accounting