CPE Catalog & Events
Tax Season Update for Business with Steve Dilley
-
Virtual
4.00 Credits
The major topics covered in this class include:2021/22 legislative developments, cases and rulings impacting various business entity taxpayersDetailed discussion of the partnership and S corporation Schedule K-1 changesBusiness income, deductions and creditsTravel expense reportingSection 199A update and business lossesDepreciation update: Section 179 and 168(k)S Corporation and partnership update
K2's Paperless Office
-
Online
8.00 Credits
The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes
IFRS vs. US GAAP - Major Accounting Differences
-
Online
2.00 Credits
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments
K2'S Top Tech Productivity Tips And Tricks
-
Online
2.00 Credits
Microsoft 365 tricks and tips Best practices for virtual meetings Productivity-enhancing apps and tools that you should consider using
Surgent's How to Effectively Represent Clients Under IRS Audit
-
Virtual
2.00 Credits
Why the IRS selects a tax return for audit What happens when the taxpayer disagrees with the results of the audit IRS employees who interact with taxpayers during an audit FATCA audits Types of IRS examinations Potential IRS audit outcomes Substitute for returns Large Partnership Compliance Program IRS’s shift in audit strategies Responding to IRS Notices online Audits of high income and high net-worth individuals The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships IRS Letters of Concern
Surgent's Virtual Currency: Keeping Up with the Tax Code
-
Virtual
2.00 Credits
Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting
Synchronize Your Files to the Cloud with SharePoint -Updated
-
Virtual
2.00 Credits
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
-
Online
8.00 Credits
Forensic data analytics Fraud prevention and detection Data validation and methodologies COSO's Fraud Risk Management Guide principles Innovations in anti-fraud technology
How Much Are Your Ethics Worth?
-
Virtual
2.00 Credits
The major topics that will be covered in this class include:Understanding ethicsAvailable tools to aid in ethical decision makingThe role of bias in making ethical decisionsApplication through case studies
Current Audit Environment and ASB Activity
-
Virtual
2.00 Credits
Updates to auditing and attestation standards Current environment and implication for audit planning Statement on Quality Management Standards (SQMS) No. 1 and SQMS No. 2 Statements on Standards for Accounting and Review Services (SSARSs)
Yellow Book Ethics
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
Retaining Talent in a Competitive Marketplace
-
Virtual
4.00 Credits
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
Preparing and Reviewing Workpapers - Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
-
Online
8.00 Credits
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit Tips for an efficient workpaper review process that complies with relevant standards Understanding the quality control standards and guidance related to a CPA firm’s responsibilities for its system of quality control Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation
Steps to Stop External Fraud
-
Virtual
2.00 Credits
The major topics covered in this course include:Types of external fraudConsiderations as organizations work to reduce fraud riskExternal fraud and known parties/External fraud unknown perpetrators
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture
-
Online
1.00 Credits
Speak up culture Encouraging internal whistleblowing Ethical culture Internal complaint reporting processes
Cash Conversion Cycle: Tool and Techniques
-
Online
2.00 Credits
Understanding the timing elements of your day’s working capital The impact of inventory on the Cash Conversion Cycle How vendors and customers can help your cash conversion cycle Planning and forecasting for a healthy cash flow Assorted management tips to control the Cash Conversion Cycle
Inventory Accounting GAAP, Software and Recognizing Variances
-
Online
2.00 Credits
Inventory accounting GAAP Methods for dealing with variances
Using AI to Instantly Transform Ideas into Revenue Streams
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:AI-powered ideation and opportunity identification techniquesDigital asset creation workflows using generative AI toolsAudio and video content generation using AI avatars and synthesisE-commerce integration and product development strategiesAI-driven presentation and visual content creationSocial media content optimization and distributionMulti-format content transformation (articles, songs, comics, storyboards)
Estate Planning for Today and Beyond
-
Online
8.00 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency Integration of digital assets and technology into estate planning frameworks Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships
2025 Governmental GAAP Update: Navigating GASB Standards
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:New GASB standards:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Practical case studies.
