CPE Catalog & Events
2024 PCAOB and SEC Update
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.
Navigating IRS Collections: The Collection Process
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Overview of the IRS collection process.Taxpayer rights and the Taxpayer Bill of Rights.Collection due process and appeals.Installment agreements and offers in compromise.Wage garnishments, levies, and liens.Penalties and interest.
Reviewing Individual Tax Returns
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Virtual
2.00 Credits
Passive-activity losses Qualified business income deduction Home office Schedule C activity and hobby losses Business start-ups and deductions Alimony Discharge of debt
Forensic Data Analytics Supercourse for Fraud Prevention and Detection
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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
Partnership Tax Updates (2025)
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections.IRS procedural updates on passthrough entities.New developments on conservation easements.
CFO Solutions to IRS Problems
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Virtual
4.00 Credits
The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.
Taxation of Non-fungible Tokens (NFTs)
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Online
2.00 Credits
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
AI Lessons Learned for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Introduction to AI R&D in Accounting: Why internal AI research is essential for modern firms.Theory to Practice: Moving quickly from speculative AI concepts to actionable strategies.Managing Exponential Change: Understanding the urgency of adapting to AI’s rapid evolution.Proactive AI Engagement: Conducting in-house AI benchmarks, research, and hackathons.The Dual Role in AI Development: Balancing innovation with data security and ethical responsibilities.Internal AI Tools Creation: Encouraging accountants to develop AI solutions tailored to their needs.Data Security and Cyber Threats: Addressing AI-enabled cybercrime and protecting against internal risks.Mitigating AI Misuse: Recognizing abuse patterns and implementing safe practices.Challenges in AI Integration: Handling resistance, management concerns, and rapid technological shifts.Continuous Learning and Adaptation: Building a resilient, R&D-focused AI culture in accounting.
2025 Annual Update for Governments and Not-for-Profits
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Online
7.00 Credits
Not for Profit Governmental Auditing & Accounting Yellowbook
What's Behind the Data?
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Ways in which data and information can be misleadingCommon pitfalls when encountering dataHow to re-evaluate the data to avoid those pitfalls
Mastering IRS Form 7217: Partnership Property Distributions
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Virtual
1.00 Credits
The major topics that will be covered in this course include:Property distributions in liquidation of a partner’s interestSection 751 and its impact on property distributions from a partnershipMechanics of completing Form 7217 – new for 2024The Section 754 election and its role in partnership property distributions
Depreciating & Expensing Business Assets
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Online
2.00 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits Rev. Proc. 87-57 and MACRS ADS depreciation for electing farm and real estate business Update on recent developments
Lessee and Lessor Accounting
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Virtual
2.00 Credits
Lessee and lessor accounting models Lease and non-lease components Lease classifications Initial and subsequent measurement of leases
Noble Leadership: An Ethical Approach
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Leadership DefinitionVirtue EthicsRelationship of Virtue Ethics to LeadershipCharacteristics of the Noble LeaderActions to create a culture of respect and dignity
Surgent's A Complete Guide to Form 1099-K
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Virtual
2.00 Credits
What Form 1099-K is designed to do Filing thresholds for the Form 1099-K Who sends and who receives Form 1099-K Form 1099-K reporting thresholds Personal payments from family and friends Personal items sold at a gain or a loss Reporting provisions for gig workers, partnerships, and corporations Mistaken receipt of a Form 1099-K What to do when the Form 1099-K has a mistake Situations when the gross amount on a Form 1099-K must be shared How to handle the receipt of multiple Forms 1099-K
Surgent's Mastering Accounting for Income Taxes
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Virtual
4.00 Credits
The sources of deferred tax assets and liabilities Calculating the deferred tax asset or liability Reporting income-tax expense and balance sheet items CARES Act accounting implications Defining, analyzing, and reporting uncertain tax positions Classification of deferred tax assets and liabilities Disclosure requirements Recent and proposed changes to the accounting and disclosure requirements for income taxes
Pass-Through and Corporate Annual Tax Update
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Virtual
4.00 Credits
Strategies for tax savings Business entity changes IRS administrative issues, compliance and new forms Court cases settled in the last year that provide tax return guidance Position authority IRS rulings, procedures and notices for the last year New, updated and expiring tax deductions and credits
S Corporations: Tax Compliance, Elections, and Best Practices
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Online
8.00 Credits
Subchapter S status election and compliance requirements Relief for late Form 2553 filings under Rev. Proc. 2022-19 Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3 I.R.C. §1361 and §1362 analysis for S Corporation elections Corporate governance and formalities compliance Shareholder stock and debt basis rules Built-in capital gains and other aspects of Form 1120S Schedules K-1, K-2, and K-3 preparation and reporting requirements Officer reasonable compensation: requirements, advisory strategies, and audit defenses S Corporation eligibility errors and corrective measures
Erase the Mark: Best Practices in Penalty Abatement
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Virtual
2.00 Credits
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Master the Art of CPA Communication: Boost Your Influence!
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Techniques for simplifying complex financial information for clients and stakeholdersPersuasive communication principles aligned with CPA rolesBuilding and maintaining trust and credibility with diverse stakeholdersCase studies and Interviews with Finance, Accounting and CPA professionalsDeveloping empathy and emotional intelligence in communicationsBest practices for active listening to strengthen client relationshipsApplication of Influencer principles for impactful change in communication
