CPE Catalog & Events
Organizational Effectiveness and Communication
-
Online
1.00 Credits
Communication
Ethics for CPAs: The Practical and the Possible
-
Online
2.00 Credits
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Surgent's Excel Budgeting Ideas
-
Virtual
2.00 Credits
Set up an in-cell drop-down list of budget methods Change the calculations in the cells based on the selected budget method Use names in worksheets
The ABCs of Advisory Services
-
Online
2.00 Credits
Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning) Changes in the landscape of a tax practitioner’s practice The bridging of services Getting started – Where do your clients fail? Understanding the primary planning issues for all clients Estate and Gift issues Traps, pitfalls, and tips in planning Practical steps in establishing a tax advisory and wealth management services practice Domicile issues
Minimizing Workplace Warfare
-
Online
1.20 Credits
Sources of Workplace Conflict Conflict Resolution Strategies Communication Skills and Active Listening Conflict Management Techniques
Asset Misappropriation - Let Me Count the Ways
-
Online
2.00 Credits
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
The Controllership Series - Financial Statement Preparation
-
Online
2.60 Credits
Accounting Finance Financial Statement Preparation
The Controllership Series - The Controllers Role in Procurement Function
-
Online
1.20 Credits
Accounting Finance Procurement
Auditing For Fraud
-
Online
2.00 Credits
Auditing Fraud
Performance Targets That Deliver Results Without Burnout
-
Online
1.20 Credits
Performance target design Target testing
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
-
Online
1.60 Credits
Forensic Accounting Accounting Auditing Finance
Modernized Bookkeeping for the CPA
-
Online
1.00 Credits
How to structure/offer repeated services without stretching yourself thin Types of Tech Stack you should include in your firm Managing client expectations and building your workflows around them
Navigating Leaves of Absence
-
Online
1.00 Credits
Family Medical Leave Act - full time and intermittent Americans With Disabilities Act Special rules for managers Handling fraud, abuse, and performance issues in connection with a leave of absence
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar
-
Online
1.00 Credits
Technology Cybersecurity
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
-
Online
8.00 Credits
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Preparing for & Conducting Discharge Meetings
-
Online
1.20 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews Resignations Discharge meetings Exit Interviews Reference checks
The Controllership Series - Managerial Accounting Basics and Costs
-
Online
1.20 Credits
Accounting Finance
Surgent's Accountability and Action
-
Virtual
4.00 Credits
Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well
Communication Miracles At Work and In Life - Part 2
-
Online
4.00 Credits
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
2025 Business Tax Update: Staying Ahead in Business Taxation
-
Online
8.00 Credits
Thorough exploration of essential IRC Sections pertinent to business income taxation Comprehensive assessment of recent changes and updates in business taxation Examination of business changes arising from significant legislative updates Analysis of pertinent tax code sections, including Section 199A Addressing tax considerations for various business schedules (C, F, and E) Navigating partnership, corporation, and LLC taxation issues Unpacking the complexities of COVID-19-related subsidies and their tax implications Interaction of Code Section 461(l) with Section 382 and carryover rules Understanding defaulted loans, bankruptcy implications, and their tax treatment Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation Special rules governing the business use of a home Reporting requirements for converting personal use property to business use
