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CPE Catalog & Events

Showing 13472 All Events Results

Retaining Talent in a Competitive Marketplace

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Virtual

4.00 Credits

The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up

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.

Effective Governance for Nonprofit Success

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Online

1.00 Credits

Yellowbook Accounting and Auditing Nonprofit

The Controller Function - Strategic and Annual Planning

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Online

1.20 Credits

Accounting Finance Auditing

Mastering Microsoft 365 Copilot for CPAs

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Overview of Microsoft 365 Copilot featuresAutomating tasks with AI assistanceEnhancing content creation and data analysisCollaboration tools powered by AIBest practices for maximizing Copilot's benefits

The CFO Who Went to Prison

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Virtual

2.00 Credits

The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies

An Ethical Approach to Mental Health Issues at Work

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Virtual

2.00 Credits

The major topics covered in this class include:Virtue Ethics and Mental HealthDefinition, Myths and Bias of Mental HealthSuicide: Facts and ResourcesRecognizing signs of potential mental health challengesEmpathy and ListeningMental Health and Generational ExpectationsBecoming a Mental Health Ally

K2's Working Remotely- The New Normal

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Online

4.00 Credits

Key technologies that facilitate remote work options Cybersecurity issues impacting remote work environments How to communicate and collaborate when working remotely

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

Resistance to Resiliency: Striving for Technology Change Acceptance

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Online

1.00 Credits

Yellowbook Accounting and Auditing Strategic Alignment Model

Tax Season Update with Steve Dilley

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Online

4.00 Credits

Update and integration of recent tax legislation impacting 2025 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit; Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 and 2026 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships

Public Procurement Basics: Protecting the People's Money

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Online

2.00 Credits

Auditing & Accounting Yellowbook Uniform Guidance Public Procurement 

Global Internal Audit Standards (GIAS) Domain IV - Part 1

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Online

2.40 Credits

Internal Audit GIAS Standards Institute of Internal Auditors Accounting Auditing

Surgent's Understanding How the IRS Rewards Whistleblowers

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Virtual

2.00 Credits

Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims

Surgent's Understanding S Corporation Taxation: Compensation Issues and Entity-Level Taxes

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Virtual

2.00 Credits

Reasonable compensation Fringe benefits for S corporation shareholders Built-in gains tax Excess passive income tax Notice 2020-75: PTE elections

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

Surgent's Buying and Selling a Business: Tax and Structuring Overview

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Virtual

4.00 Credits

An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill

Microsoft Teams - Everything You Need to Know from A to Z

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystemHow to effectively design your teams / channels configurationDetailed review of all the features for creating conversation postsDetailed review of all the features for creating, editing and managing Office files within the Teams appHow to use the search features to find Teams content instantlyStep by step review of how to host and participate in Teams online meetingsUsing Teams calling features for your phone systemHow to manage your notification settings in TeamsAnd more

2025 Annual Update for Governmental Accountants & Auditors

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Virtual

8.00 Credits

The major topics that will be covered in this course include:GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.Yellow Book and Single Audit engagements.Yellow Book independence requirements.Changes to the Uniform Guidance.2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.

Beyond the Basics: Financial Ratios You Might Be Overlooking

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Virtual

1.00 Credits

The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool