CPE Catalog & Events
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Online
2.00 Credits
Why most equity compensation plans fail? Complexity of GAAP accounting for equity compensation plans Tax implications of equity compensation plans Who and how an equity compensation plan should be administered? Compliance issues to consider Recommendations to design a better equity compensation plan
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partnersThe meaning of a "tax basis capital account"How the financial accounting and tax capital accounts differ from one anotherDetermine a partner's share of the partnership's liabilitiesDistinguish "recourse" loans from "nonrecourse" loansWhat are "qualified nonrecourse financing" loans and how they affect partnersSection 704 "built-in gain or loss" rules and how they impact Schedule K-1 reportingSection 4655 "at risk" rules and how they impact Schedule K-1 reporting
Surgent's Ethics for Tax Professionals
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Virtual
2.00 Credits
What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?
Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes
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Virtual
2.00 Credits
Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections
Surgent's International Tax Challenges and Opportunities for U.S. Filers
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Virtual
3.00 Credits
Residency status for U.S. federal income tax purposes Key provisions of U.S. income tax treaties Overview of the taxation of income from foreign entities Understanding Foreign Tax Credit Identifying foreign-source and U.S.-source income Foreign earned income and housing exclusion Foreign informational form filing requirements
Annual Update for Controllers and Finance Managers: Driving Business Value
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Virtual
7.00 Credits
Economic trends and their effect on business Ways to drive operational efficiency Leveraging technology in finance Cash management and working capital Effective talent management Sustainability and corporate responsibility
ACPEN Signature 2025: Not-for-Profit Accounting, Auditing & Tax Update
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Online
8.00 Credits
Auditing Update Ethics and Environmental, Social, and Governance (ESG) Update FASB Update Not-for-Profit Tax Update
Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update
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Virtual
8.00 Credits
The major topics that will be covered in this class include:Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEsUpdate and review of the tax and cash special purpose frameworksUpdate and review of the AICPA Financial Reporting Framework for SMEsUpdate on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation
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
Create Measures in Power BI that Define Your Metrics
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Virtual
4.00 Credits
The major topics that will be covered in this class include:Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures.
Global Internal Audit Standards (GIAS) Domain V - Part 2
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Online
2.00 Credits
Internal audit Standards Institute of Internal Auditors GIAS IPPF
CFO Series Understand & Mitigate External & Int. Risks- How?
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Defining risk as it impacts organizations.External and internal risks.Examples of these risks.How do we identify and assess?What can be done about the risks?Developing a risk mitigation strategy and plan.Tactics to monitor and mitigate risk.
Allison McLeod's Federal Tax Updates for Business Entities - 4 Hour
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Online
4.00 Credits
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Accounting for the Gig Economy
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Characteristics unique to the gig economyIndependent contractor and employee classification considerationsRecordkeeping considerations for independent contractorsAccounting and reporting issues for gig economy participantsAudit and attestation for clients who participate in the gig economyTax and regulatory considerationsThe CPA as a trusted advisor for independent contractors
Cryptocurrency Transactions: Navigating Federal Tax Rules
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Online
1.00 Credits
Review existing reporting rules Broker reporting requirements and Form 1099-DA Reporting crypto transactions Basis Safe Harbor Illustrative example
Regulatory Ethics 2025 (VBOA-Approved)
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Virtual
2.00 Credits
Laws and regulations governing the CPA profession. Code of Professional Conduct and ethical decision making. Maintaining licensure for individuals and firms. Enforcement.
Public Procurement Basics: Protecting the People's Money
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Online
2.00 Credits
Auditing & Accounting Yellowbook Uniform Guidance Public Procurement
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
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Online
2.00 Credits
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts Highlights of important concepts included in SASs No. 142-149
Leverage PowerBI.com to Create Data Analysis for Others
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
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Virtual
4.00 Credits
The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios
