CPE Catalog & Events
Tech It to the Next Level: Slim Your Team for Max Efficiency
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Virtual
1.00 Credits
The major topics that will be covered in this course include:How to leverage tech and automation to fill workflow gaps, How to build a strong tech stack, and connect tools seamlessly.How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead.
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Online
1.00 Credits
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
K2's The ABCs of Automation With Microsoft's Power Platform
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Online
2.00 Credits
Overview of the Power Platform and its components Review examples of business processes that may benefit the most from using automation Discussion and demonstration of its low-code/no-code app development environment
CPAs and Addictions: Finding Hope and Healing
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Online
2.00 Credits
Prevalence of substance abuse and depression among CPAs compared to the general population Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues Identifying reasons why CPAs are reluctant to seek help Resources available for CPAs seeking help Support role that friends, loved ones and colleagues can play AICPA Code of Professional Conduct
A Fox in the Henhouse/Courthouse
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Online
1.00 Credits
Internal Controls Fraud Prevention Fraud Investigation
Global Internal Audit Standards (GIAS) Domain IV - Part 1
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Online
2.40 Credits
Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing
Year-End Tax Planning: Thinking Outside the Box
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Online
4.00 Credits
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
Documenting Internal Control
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Virtual
1.00 Credits
Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes Auditor considerations for documenting internal controls in a risk assessment Documentation of an assessment of internal control
Take Command of your Time
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Virtual
2.00 Credits
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
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
Microsoft 365: Save More Time, Make More Money
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Appreciate the full potential of Microsoft 365 to drive efficiency in your businessLearn best practices for harnessing the power of Microsoft 365 Design your Teams app setup to meet the unique attributes of your businessUse SharePoint and OneDrive to organize your files and share them securely internally and externallyOrganize your thoughts, meeting notes and other content centrally in OneNoteManage your projects, large and small, with the Planner appDeploy the Stream app to document processes efficiently and effectively Bonus Content: Understand how to harness the power of AI with Microsoft Copilot
K2's QuickBooks for Accountants
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Online
8.00 Credits
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
Applying the Uniform Guidance in Your Single Audits
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Virtual
7.00 Credits
Introduction to single audits Preparation of the schedule of expenditures of federal awards and determining major programs Understanding, assessing and testing internal control Testing compliance with federal statutes and regulations and applicable compliance requirements Auditor reporting in a Uniform Guidance compliance audit Program-specific audits Administrative requirements and cost principles in a single audit
Surgent's Assessing the Risk of Fraud in a Financial Statement Audit
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Virtual
8.00 Credits
The fraud landscape in the United States Fraud risk procedures as updated by recently issued standards Most likely fraud types found in small to mid-sized entities Internal controls to prevent and detect fraud What to do when fraud is identified or suspected Case studies based on recent frauds Cyber fraud schemes and how to prevent and detect them Analytics that can be used as fraud risk procedures Assessing the risk of grant fraud in a Single Audit
Surgent's Securing a Comfortable Retirement in the Age of Spending
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Virtual
8.00 Credits
Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client Using a residence and other real estate as retirement assets through equity and rent Using a small business as a retirement resource through creative retirement plans Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement The three-legged retirement stool: employer retirement, savings, and Social Security Planning with the new retirement provisions of SECURE Act 2.0 Distribution/asset liquidation planning Analysis of the most current/important research on retirement planning and sustaining retirement income levels
Walter Haig's SSARS Prep, Comp and Review Update
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Virtual
8.00 Credits
The major topics that will be covered in this class include:Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigation.
Ethics: How to Run Your Business Well
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The five principles of ethical intelligenceHow to make the right decisions in a range of challenging situationsThe fundamental ethical principal, "Do No Harm"
Obtaining an Understanding of Internal Control
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Virtual
1.00 Credits
Various definitions and aspects of internal control, including separation of duties and safeguarding of assets Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB Factors to consider, for example, industry, regulation, and nature of the entity Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming
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
Ethical Standards in Tax Practice: Circular 230 and Compliance
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Online
2.00 Credits
Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements
