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CPE Catalog & Events

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Walter Haig's AICPA Auditing Standards Update

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Online

8.00 Credits

The major topics that will be covered in this class include:AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)The new SAS 145 risk assessment requirementsThe new SAS 134 as amended audit reportsHow to fulfill responsibility to detect fraud under AU-C Section 240How to help clients design, implement and maintain their internal controlsTroublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigationHow to perform profitable audits of Small- and medium-Sized Entities (SMEs)

Ethics: Environmental, Social and Governance for Accountants

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Online

2.00 Credits

The major topics that will be covered in this class include:What is ESG?Key Technology, Economic and Social Drivers of ESGESG Current LandscapeIssues in Shifting from Theory to PracticeCOP26: Implications for the Accounting ProfessionTechnical Examples of ESG ReportingThe "S" in ESG: Social MetricsThe "G" in ESG: Governance EthicsESG as an Emerging Client Advisory ServiceESG Reporting Best PracticesESG and BlockchainLeading ESG Reporting FrameworksESG CertificationsProminent ESG Software and CalculatorsESG Starter Strategy

Surgent's Going Out on Your Own: Entity Types and Accounting Methods

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Online

2.00 Credits

Financial planning pyramid What to consider when picking an entity Single member LLC vs. sole proprietorship Corporations – S vs. C Double taxation

Surgent's Lessons Learned From Recent Accounting Malpractice Actions

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Online

2.00 Credits

Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area

Surgent's Use the Data Model to Build More Powerful PivotTables

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Online

2.00 Credits

Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets

ChatGPT: What Every CPA Should Know-Updated

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Online

2.00 Credits

The major topics covered in this course include:Overview of the current landscape for AI in businessHistory of ChatGPT and generative AIFundamentals of generative AI technology and related nomenclatureABC's of how to use ChatGPTDemonstration of practical ChatGPT applications for accounting, finance and taxA word of caution: What you should be concerned aboutDeveloping a ChatGPT usage policy for your firm / business

Money Laundering Awareness for Accountants

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Online

2.00 Credits

The major topics that will be covered in this class include:Money laundering overviewRole of tax examiners and auditorsTax return examinationPre-audit indicatorsAudit flagsReal estate issuesCash indicatorsInternational trade signalsLoan considerationsProfessional service provider concernsMoney laundering and ethics

How Fraud Can Affect Smaller Organizations

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Online

4.00 Credits

The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses

Audit 301: Code of Professional Conduct - Key for Auditors

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Online

2.00 Credits

The major topics covered in this course include:Overview of the Conceptual Framework approach to identify threats to principles of the Code of Professional ConductFamiliarity, self-interest, self-review and other independence threatsGeneral requirements and management responsibilities when performing both attest and non-attest services for the same clientSafeguards for common independence threats

Performance Management in Challenging Times

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Online

2.00 Credits

The major topics covered in this class include:Building trustProviding valuable feedbackTechniques for active listening

Accounting for and Auditing Cryptocurrency & Digital Assets

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Online

2.00 Credits

The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records

Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

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Online

2.00 Credits

What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options

Surgent's Excel: Mastering PivotTables

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Online

2.00 Credits

Explore PivotTable capabilities and functionality Retrieve data from a database and feed it into the PivotTable Pull web tables from web pages into Excel

Ethics: IRS Criminal Investigations: Key Lessons for Accountants

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Online

2.00 Credits

Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime

Audit 302: Planning Effective and Efficient Audits

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Online

2.00 Credits

The major topics covered in this course include:Overview of the audit processLinking risk of material misstatement to the detailed audit planTailoring standard audit programs based on assessed riskEngagement team discussion agenda items and best practicesEvaluating the appropriateness of audit evidenceCommon efficiency considerations by audit area

2024 Single Audit Update

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Online

2.00 Credits

The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits

Partnerships: How to Calculate Partner Basis

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Online

2.00 Credits

The major topics covered in this class include:How to calculate the basis when the entity is formed, including the impact of contributed propertyExplains the use of both "inside" and "outside" basis determinationClarifies the importance of partnership capital accounts and partnerships debt on partner's tax basisComprehensive example to illustrate the mechanics of the basis determination processExplanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest

Top 10 Payroll Questions You Didn't Even Know You Had

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Online

1.00 Credits

The major topics in this class include:Questions and answers for 10 of the most commonly asked questions employers and business owners have about payrollPayroll taxes and payroll return requirements for employersPayroll-related requirements affecting employers, including overtime and bonus withholding.Federal and state requirements related to common payroll issues, including pay stub and pay frequency.Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies.

Advanced Negotiations: Beyond Getting to Yes

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Online

1.00 Credits

The major topics that will be covered in this class include:What happens when you are in a negotiationPreparing to negotiateGet your counterpart to solve the problemNegotiation JujitsuReading your counterpart

Office 365 Teams App - Optimizing Your Setup & Configuration

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Online

4.00 Credits

The major topics that will be covered in this course include:Defining your teams and channel structure - best practicesStep-by-step guide on how to create and manage teams and channelsHow to organize your Teams navigation panelConfiguring your notification settingsConnecting Teams to external appsUnderstanding how Teams integrates with SharePoint, OneNote and Planner appsTracking your Teams app usage analyticsArchiving and deleting Teams and related content