CPE Catalog & Events
Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
-
Virtual
4.00 Credits
The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements Avoiding common pitfalls seen in Yellow Book and single audits How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer
Forensic Accounting: Finding Hidden Treasure in Tax Returns
-
Virtual
4.00 Credits
The major topics that will be covered in this course include:The rules of IRS disclosure of tax informationUnderstanding the role of IRS transcriptsInterpreting the actions of the IRS in transcriptsFOIA requestsAnalyzing tax information and returns for financial leads
Auditing digital assets: Client acceptance and continuance, risk assessment, and laws regulations and related parties
-
Virtual
2.00 Credits
Client acceptance and continuance Risk assessment and processes and controls Laws and regulations and related parties
Shortcuts that Excel Users Love
-
Virtual
2.00 Credits
The major topics covered in this course include:The power of keyboard shortcutsOft used features with more capability than meets the eyeNew helpful featuresNote: This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.
Surgent's Mastering Client Management for Accounting and Finance Professionals
-
Virtual
2.00 Credits
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
The Updated Nuts and Bolts of IRC Section 1031 Exchanges
-
Online
2.00 Credits
Complete explanation of IRC §1031 Understand when to use a tax-deferred exchange Changes made to the technique in the Tax Cuts and Jobs Act Advantages and disadvantages of paying the tax versus using an exchange Understand the definition of like-kind property Understand what a qualified intermediary is Understand the need for an exchange accommodation title holder Understand a reverse exchange Understand a build-to-suit exchange Understand the forty-five-day rule and how to calculate it Precautions for property identification Investment property versus property held for sale
Fraud Busters: Controls to Prevent & Detect Fraud
-
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
Sticky Ethical Choices, featuring Bob Mims and Don Minges
-
Online
1.00 Credits
Why are some choices so difficult? Efficiency is not free; it has a real, large cost. The consequences of ‘pulling the trigger’ quickly How to evaluate ethical situations and remain above-board.
ProActive Response Group De-Escalation Training
-
Online
1.20 Credits
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
The Role of HR in Business Sustainability
-
Online
1.20 Credits
What is "Sustainability" in business today? SHRM publications about sustainability Sustainability for the world, organizations and individuals Key HR opportunities for promoting sustainability to improve performance and reduce risk
S Corporations: Calculating Shareholder Basis
-
Virtual
2.00 Credits
The major topics that will be covered in this course include:Discuss the calculation of basis when the entity is formed including the impact of contributed propertyExplain the importance of shareholder loans to the entityUses a comprehensive example to illustrate the mechanics of the basis determination processSchedule K-1 Basis and Form 7203Discuss how basis is impacted by distributions of corporation propertyExplain how basis is impacted by sale/or liquidation of the S corporation interestDiscuss how S corporation losses impact Form 1040 Schedule E reportingShow how to get from the Schedule K-1 information to the basis calculations
Tax Practice Quarterly: 2025 Future-Focused Tax Practice
-
Virtual
2.00 Credits
Tax practice management Staff management strategies Billing and client service strategies
AHI: AI for Accountants - Practical Applications
-
Virtual
2.00 Credits
AI in Accounting and Auditing
Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto
-
Virtual
2.00 Credits
Major topics covered in this course include:What starts a government investigation for white-collar crime?What is an indictment?What is extradition?What are pre-trial proceedings?What is a mitigation strategy?What is a plea agreement?What is discovery in a criminal case?What factors influence a sentence in a white-collar crime?What collateral consequences follow for people convicted of business-related crime?
About the TIGTA: Who Watches the IRS?
-
Virtual
2.00 Credits
Major topics covered in this course include:The role of TIGTA in the US tax systemAuditing, investigating, and inspecting and evaluating IRS programs and operationsIdentifying opportunities to improve the administration of tax lawsPromoting integrity, economy, and efficiency in the tax systemResponding to requests from Congress and other external stakeholdersUpholding ethical standards in the accounting professionBuilding trust and confidence in the tax system
Business Consulting for CPAs
-
Online
4.00 Credits
What is Business Consulting? Identify the types of Management services your firm could offer. How to become the trusted advisor – identification of client’s needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
Promoting Mental Health in the Workplace to Prevent Violence
-
Online
1.00 Credits
Mental Health Awareness
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
Online
4.00 Credits
Business Management Organization
New Mergers & Acquisitions: Tricks, Traps, & Terrors
-
Online
4.20 Credits
Business Management Organization
Consulting Services Secrets
-
Online
1.00 Credits
Identifying a consulting specialty Building a practice and translating knowledge into products Managing consulting projects Marketing consulting projects Building a referral network Contingent fees Professional standards for consultants
