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CPE Catalog & Events

Showing 13435 All Events Results

Exploring the New Lease Accounting Standard

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Virtual

2.00 Credits

The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates

Forensic Accounting: Court Approved Methods of Proof

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Virtual

4.00 Credits

The major topics that will be covered in this course include:The role of methods of proof in forensic accounting.The various types of methods of proof approved by the courts.The weakness and strengths of the methods of proof.The formulas in calculating methods of proof.Applying the formulas in various circumstances.

K2'S Privacy Issues And Solutions - What You Need to Know!

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Online

1.00 Credits

The most significant privacy threats today Your browser and search engine and why they matter Privacy policies – the fine print

AI Ethics 2025 (VBOA-Approved)

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Virtual

2.00 Credits

Ethical principles of AI usage. Strategies for ethical decision making. Compliance and governance in AI adoption. Balance of innovation and responsibility.

Governmental Accounting 101

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Online

2.00 Credits

Fund Types Budgetary Accounting Financial Reporting Requirements Single Audit Act Audit Standards and Procedures Best Practices in Governmental Accounting

2025 AICPA Regulatory Ethics Update (VBOA Approved)

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Online

2.00 Credits

Ethics Yellowbook Code of Professional Conduct

SAS 145: Modern Risk-Based Auditing

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Online

2.00 Credits

Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements

Effectively Responding to IRS Letters

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Online

2.00 Credits

Types of IRS letters: General notices, audits, collections, return requests, and errors Deadlines for responding to IRS correspondence Communication best practices for dealing with the IRS Avoiding escalation and penalties through proactive responses Ensuring compliance when addressing IRS correspondence Real-world examples of successful IRS communications Common pitfalls in handling IRS letters and how to avoid them

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.

Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business

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Virtual

3.00 Credits

Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock

Controls to Secure the Growing Digital Footprint

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Virtual

4.00 Credits

The major topics covered in this course include:Securing individual documentsProtecting information resident in the CloudSecuring data stored on or accessed by mobile devices

The Ethic of Recruitment and Selection

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Virtual

2.00 Credits

The major topics covered in this course include:Discussion of ethical and effective recruiting strategiesSelection processes that foster diversity and inclusionHow to increase talent pools to ensure hiring success

New Client Ethical Challenges: The CPAs Guide

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Online

2.00 Credits

How the CPA can meet the challenges presented by a new client AICPA Code of Professional Conduct AICPA Statements on Standards for Tax Services IRS Circular 230 Case study illustration of how to bring the new client into ethical, proper financial and tax compliance

Bytes, Bias, and Balance: Data Ethics for Tech-Savvy Accountants

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Online

2.00 Credits

AI Auditing & Accounting Yellowbook

ChatGPT: What Every CPA Should Know-Updated

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Virtual

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

SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit

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Online

3.00 Credits

The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top

The Role of Internal Control in the Risk-Based Audit

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Online

4.00 Credits

Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients

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

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

Independence Requirements for CAAS Engagements

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Online

2.00 Credits

CAAS Auditing & Accounting Yellowbook Ethics