CPE Catalog & Events
What's Going on at the FASB (2025)
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.
Basic Individual Taxation Course
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Virtual
2.00 Credits
The major topics covered in this class include:Defining Federal Income TaxesComputing federal income tax liabilityCalculating adjusted gross incomeDefining Qualifying ChildDetermining filing statusCalculating the Kiddie TaxStandard deductionTax Rates for ordinary income, capital gains, and qualified dividend incomeCash v. Accrual MethodFiling deadlines and obtaining extensions
Surgent's Ethical Considerations for the CPA
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Virtual
4.00 Credits
Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples
Internal Controls Over Compliance vs Compliance
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Online
1.00 Credits
Compliance Supplements Yellowbook Accounting
Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings
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Virtual
2.00 Credits
Coverage of applicable rules from SECURE Act 2.0 The 10% penalty Net unrealized appreciation of employer securities Roth IRA conversions Rollovers and the limitations Direct rollovers vs indirect rollovers, and tax withholding Beneficiary portability rules When a Roth IRA distribution is qualified to be tax-free Excess contributions and the 6% excise tax
Taxation of the Cannabis Industry
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Industrial hemp vs. marijuana.Income definitions under I.R.C. §61.Tax code restrictions: §280E and §471.State-specific marijuana laws.Cash management in cannabis businesses.Federal court case analysis.
Understanding Internal Control Constructs
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Virtual
4.00 Credits
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Shortcuts that Excel Users Love
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Virtual
2.00 Credits
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
K2's Effective Automation And Outsourcing
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Online
1.00 Credits
Overview of how firms and businesses currently use automation and outsourcing Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments
The Leadership Skills of Tomorrow: Delegate and Listen
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Virtual
2.00 Credits
The major subjects that will be covered in this course include:Three levels of listeningStrategies to remain focusedBuilding trust through listeningTactics to practice the Titanium RuleDelegating with confidenceEstablishing an accountability system
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
Ethics at Work: Diversity, Equity and Inclusion
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Virtual
2.00 Credits
The major topics covered in this class include:Overview of ethicsEthical values and principlesDEI working definitionsUnconscious bias, assumptions, microaggressionsStanding Up and Speaking OutDEI and Organizational Responsibility
Using ChatGPT with Excel
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Virtual
2.00 Credits
The major topics that will be covered in this class include:Introduction to ChatGPT and other AI (Artificial Intelligence) language modelsDiscussion of best practices for using ChatGPT with ExcelUse ChatGPT to create, debug and explain formulasUse ChatGPT to learn how to use Excel featuresUse ChatGPT to automate repetitive tasks in ExcelUse ChatGPT to easily create macros
The Role of Internal Audit in SOX Compliance
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Online
2.00 Credits
Designing work plans for compliance testing Best practices for managing projects for effectiveness and efficiency Ensuring quality Information Produced/Provider by the Entity (IPE)
Advanced ChatGPT for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
K2's Working Remotely- The New Normal
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Online
4.00 Credits
Key technologies that facilitate remote work options Cybersecurity issues impacting remote work environments How to communicate and collaborate when working remotely
Ethical Considerations in Working with Cannabis
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Virtual
1.00 Credits
The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance
Partnership Property Distributions and the New Form 7217
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Online
1.00 Credits
Property distributions in liquidation of a partner's interest Section 751 and its impact on property distributions from a partnership Mechanics of completing Form 7217 - new for 2024 The Section 754 election and its role in partnership property distributions
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
AU-C 230 Auditing Yellowbook
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
