CPE Catalog & Events
How-To Guide to Fraud Investigations
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Virtual
2.00 Credits
The major topics covered in this class include:Typical asset misappropriation schemes and how they are carried outRed flags of asset misappropriation schemesData analysis, including financial ratios that may identify irregularitiesAnalyzing financial statements for fraud investigationsIn-depth asset misappropriation case study
Surgent's Public Speaking and Presentation Skills
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Virtual
2.00 Credits
How experienced speakers manage presentation anxiety The elements of effective persuasion The three styles of speech Strategies to improve speech pace The importance of volume when presenting The art of the pause Methods for using visual aids Best practices for preparing for a presentation Components of an effective presentation
Surgent's Top Business Tax Planning Strategies
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Virtual
2.00 Credits
Brief outline of the new alternative minimum tax and the 1% tax on corporate stock buybacks Increase in the research credit Extension of the Section 461(l) loss limitation Discussion of the unchanged rules relating to carried interest The IRA’s two-tier “base” rate and “increased” rate structure for renewable energy tax credits Credit for purchasing a qualified commercial clean vehicle Restrictions imposed on electric vehicle manufacturers Section 179(d): changes relating to the energy-efficient commercial building deduction Section 45(l): changes relating to the energy efficient home credit Transferring energy credits for auto purchases to dealers Purchase/sale of credits Expansion of subsidies for climate-friendly agriculture Changes to bonus depreciation after 2022
The Bookkeeper Goes to Prison
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Virtual
2.00 Credits
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
Power BI - Use Advanced Calculations with DAX Formulas
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Virtual
4.00 Credits
The major topics that will be covered in this class include:Review Power Pivot calculations (column calculations vs. measures)Create advanced DAX formulasUsing a Date / Calendar table for data analysisThe DAX calculation processThis course is #7 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence
Presentation Skills for Auditors
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Virtual
2.00 Credits
The major topics that will be covered in this course include:How to connect with your audienceWhat to do when the unexpected happensHow to use your natural resources to enhance your messageHow to narrow your message for maximum impactWhat to avoid in a PowerPoint presentation
Examining ASC 842, Leases: More Than Meets the Eye
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TBD
4.00 Credits
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101 Detailed review of accounting by lessees and lessors Sale and leaseback transactions Transition guidance Other operational issues Recently issued updates to the lease accounting guidance Feedback from the public company adoption of Topic 842
Advanced Budgeting - Balance Sheet and Cash Flow Projections
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Virtual
1.00 Credits
Create a Projected Balance Sheet:Accounts ReceivableInventoryCapital BudgetDepreciationAccounts PayableAccrued LiabilitiesWorking Capital LoansDebtProject interest expense more accuratelySolving for CashProjecting Covenant CalculationsCreate a Projected Statement of Cash FlowChoose your formatHow to make your Statement of Cash Flow maintenance freeDebugging a statement of Cash Flow
Cybersecurity Fundamentals for CPAs
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Top cloud security threats and how to protect against themData security best practices and how to implement themTypes of cloud services and how to choose a good vendorEffective password management and multi-factor authentication for accountsHome network and device security practices
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 Auditing 401(k) Plans: Critical Issues and Annual Update
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Virtual
4.00 Credits
Key requirements of SAS 136 Changes affecting 401(k) plans Audit strategy and improving overall efficiency Common mistakes as noted in peer reviews and DOL inspections
Surgent's Essential Depreciation and Expensing Update
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Virtual
4.00 Credits
Complete coverage of recent tax acts and any new legislation enacted before presentation Resolved technical glitches for Qualified Improvement Property Detailed coverage of §179 expense election and §168(k) bonus or “additional first-year depreciation” -- how to maximize them, definitions, limitations, what property qualifies, etc. Sale of property and the depreciation recapture rules (§§1245, 1250, unrecaptured §1250 gain for real estate, §291 for corporations) MACRS depreciation -- finding the proper method, convention, and recovery period What is “listed property” and what are the current limitations? Amortization of start-up, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with the useful planning opportunities
Surgent's Introduction to Forensic Accounting
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Virtual
4.00 Credits
Review of the different aspects of forensic accounting The civil litigation process as it relates to forensic accounting Litigation services provided by forensic accountants Fraud detection and prevention Various types of fraud Training and certifications in forensic accounting Forensic accounting in bankruptcy proceedings Forensic accounting in family law proceedings Calculating damages for use in litigation Valuations Ethical issues pertinent to forensic accounting
Conducting a Remote Audit
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TBD
4.00 Credits
Leveraging the benefits of remote auditing Managing the team, client, and audit process remotely Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing Understanding narrow-topic considerations when remote auditing
IRS Disputes: Identifying Options for Your Client
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TBD
4.00 Credits
Assessment processes Audit selection, examination, and the appeals process Installment agreements Offers in compromise Advising delinquent taxpayers The IRS collection process for tax liens, levy, seizure, and sale Bankruptcy and the effect on tax liabilities Practice before the IRS Business taxation Tax liens levy seizure
Tax Season Update for Business with Steve Dilley
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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
The Best Federal Tax Update Course by Surgent
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Virtual
8.00 Credits
Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE 2.0 Act of 2022 Timely coverage of breaking tax legislation Schedules K-2 and K-3 reporting requirements Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Donor Advised Funds Residency and Domicile Selling a principal residence, including tax planning strategies The Independent Contractor vs. Employee Conundrum continues An overview of virtual currency, including recent developments State of the IRS Section 162(m) Executive Compensation Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Audit Quality Update and Future of Audit
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Virtual
2.00 Credits
The major topics covered in this class include:Update on AICPA's Enhancing Audit Quality initiative.Trends in audit quality, the biggest audit quality challenges.AICPA's proposed Quality Management Standards.Issues and tips for achieving high-quality engagements.
Leading in Exponential Times
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TBD
1.00 Credits
The 5 C's of leading during exponential times Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic Learn about the skills you will need to thrive in a world of exponentials Create a winning culture that can thrive in the VUCA world Become a proactive future-focused leader that drives transformation and avoids disruption
Payroll Essentials: Ethics in Payroll
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Virtual
2.00 Credits
The major topics covered in this class include:Ethical framework in the payroll processThe role of ethics by stakeholders involved in the payroll processReal-life examples of what happens when stakeholders in the payroll process make the decision to decouple ethics from payroll