CPE Catalog & Events
Mastering Partnership Basis: Inside and Outside Basis
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Virtual
2.00 Credits
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
Auditing For Fraud
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Online
2.00 Credits
Auditing Fraud
How to Double Your Firm's Revenue Through CFO and Advisory
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Virtual
1.00 Credits
The major topics that will be covered in this course include:The average revenue of most accounting firms.The number of advisory clients you'll need to double your firm's revenue.How much you should be charging for advisory services.How we define CFO and advisory services.What business owners really want from their advisor.The three types of CFO/Advisory firms.How to get clients to pay you approximately $2,500 per month for advisory services.The three systems you'll need to add a CFO/Advisory service to your firm.
Ethical Practices and Responsibilities Under Circular 230
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Online
2.00 Credits
Circular 230 (IRS) rules for conducting a tax practice Provide guidelines for registered tax return preparers and tax return preparation Contingent fees Proposed new rules addressing the evolving nature of tax practice Conflict of interest, best practices, errors and omissions, written opinion requirements Evolving rules for CPA "mobility" History and background for Circular 230
Inventory Observation - Cretaceous Conservatory Simulation
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Online
3.00 Credits
Obsservation Auditing
Internal Controls Over Compliance vs Compliance
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Online
1.00 Credits
Compliance Supplements Yellowbook Accounting
When Leadership Fails
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Online
2.00 Credits
Who’s responsible The importance of policies and procedures The development, implementation and monitoring of internal controls There is no excuse Who steals The Tone At the Top and the Big Monkey Theory
Global Internal Audit Standards (GIAS) Domain IV - Part 2
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Online
2.00 Credits
Internal audit Standards GIAS Accounting Auditing
What's Going on at the AICPA (2025)
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Online
6.00 Credits
EBP Audits Auditing AICPA
Group Audits: Who is Responsible for What?
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Online
2.00 Credits
Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
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Online
2.00 Credits
Employee Theft Prevention
K2's Backups Done Right
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Online
2.00 Credits
List the significant backup approaches Identify areas of critical weakness or threats in your backup and recovery systems List all critical and non-critical applications and establish their order of recovery Differentiate between backup solutions based on their features and benefits
Tactics to Find Work Life Balance in a Complex World
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Virtual
1.00 Credits
The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list
Current and Upcoming FASB Issues
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Virtual
1.00 Credits
FASB recent accounting standards updates FASB conceptual framework projects FASB measurement projects FASB presentation and disclosure projects
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Online
1.80 Credits
Forensic Accounting Accounting Auditing Finance
Global Internal Audit Standards (GIAS) Domain V - Part 1
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Online
2.00 Credits
Internal Audit Internal Controls Standards Institute of Internal Auditors
2025 EBP Update: Standards, Compliance, and Best Practices
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Online
2.00 Credits
EPB Auditing Yellowbook
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Virtual
4.00 Credits
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
2024 Revision to Government Auditing Standards Impact
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Virtual
4.00 Credits
The major topics that will be covered in this course include:Key changes made by the 2024 Revision to Government Auditing StandardsReview when the GAGAS requirements are applicable to a financial statement auditWhen reporting on key audit matters may apply in a GAGAS auditClarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow BookReview the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing StandardsOther important matters contained in the 2024 Government Auditing Standards related to financial statement audits
Individual Income and Tax Compliance Annual Update
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Virtual
4.00 Credits
IRS guidance, including notices, revenue rulings and revenue procedures IRS and Treasury proposed, temporary and final regulations U.S. Tax Court cases Legislative updates
