CPE Catalog & Events
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Virtual
2.00 Credits
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
Fraud Busters: Controls to Prevent & Detect Fraud
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Fraud motivators - the fraud triangle, typical profiles of fraud perpetratorsRevisiting the basics of controls - design vs effectiveness, preventative vs. detectiveEntity-wide controls and how they can assist in fraud deterrenceSpecific fraud types and the controls that could prevent and detect them
Cultural Transformation
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Virtual
1.00 Credits
The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture
Employment Law 101
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Online
1.00 Credits
Title VII Americans With Disabilities Act Age Discrimination in Employment Act Family Medical Leave Act Fair Labor Standards Act Equal Pay Act National Labor Relations Act Fair Credit Reporting Act
Are Those Independent Contractors Really Independent Contractors?
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Online
1.00 Credits
Classification of workers as employees or independent contractors
Supporting Mental Wellness to Thrive in Work and Life
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.
Surgent's Depreciation Rules for Bonus and Section 179 Expensing
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Virtual
2.00 Credits
President Trump’s promise to restore full bonus depreciation effective January 20, 2025 Bonus and Section 179 depreciation rules for 2025 2025 legislative changes that could extend the TCJA depreciation changes for many years or even make them permanent Possible return of 100% bonus depreciation What will the depreciation rules be in 2026 and beyond if the TCJA depreciation rules are not extended beyond 2025 Section 179 expensing rules for 2025 and beyond, including how Section 179 applies to business vehicles 2025 rules for vehicle depreciation
Surgent's Going Out on Your Own: Entity Types and Accounting Methods
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Virtual
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
Estate & Trust Primer - Tax Staff Essentials
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Virtual
4.00 Credits
Types of trusts Trustee powers Recognition and realization of income Elements of an estate Taxation of trusts and estates Basic concepts of estate planning
Talk This Way - Communication Skills for the CPA
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Virtual
2.00 Credits
The major topics covered in this course include:Pervasive best practices for effective communicationSpecific strategies for written materialsUnique considerations for verbal presentationsThe importance of recursive revisionTips for successPitfalls to avoid
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
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Online
1.00 Credits
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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Online
2.00 Credits
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Synchronize Your Files to the Cloud with SharePoint -Updated
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Virtual
2.00 Credits
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
Dashboard and Report Design Principles Using Excel
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Online
4.00 Credits
How to design charts for fastest possible user understanding and ease of use Review of case studies for group critique Developing a design standard for your organization Designing tables for rapid understanding and efficient space use How to use commentary, maintaining a consistent style and level of detail Using layout to support long-term memory and improve understanding The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
How Fraud Can Affect Smaller Organizations
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Virtual
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
Supervision/Management Competencies: An Ethical Approach
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Virtual
2.00 Credits
The major topics covered in this course include:Overview of Virtue EthicsMilgram and Zimbardo case studiesNavigating the transition from "Buddy to Boss"Self-Awareness and Regard for OthersSetting Standards and Analyzing PerformanceUnconscious BiasCommunication Skills
Ethics: How to Give and Receive Criticism the Right Way
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Virtual
2.00 Credits
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Google Gemini AI for Accountants
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Google Gemini Quick StartGemini Standalone ChatbotMobile AppGemini integration with:WorkspaceGmailDocsSheetsSlidesUser Tips
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
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Online
1.00 Credits
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
Aligning Analytics to COSO's Fraud Risk Management Principles
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Online
1.00 Credits
COSO Fraud Risk Management Guide Aligning data analytics considerations to an effective fraud risk management program How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program
