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CPE Catalog & Events

Showing 10338 All Events Results

Why Auditors Fail To Detect Fraud

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Online

2.00 Credits

Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it

Selected Ethics Topics - 2024 - 2025

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Stay in compliance with recent ethics standards changes that impact your practice.Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession.Discuss emerging issues and standard-setting activity that could affect your practice in the future. Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment.Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.

Surgent's Guide to Partner Capital Account Reporting

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Virtual

2.00 Credits

How a partner’s outside basis and capital account differ Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L IRS requirement to report partner tax basis on the transactional approach Implications if a capital account is negative Deficit restoration accounts and qualified income offsets Modified outside basis method and modified previously taxed capital method Determining a partner’s beginning capital account  Beginning capital account for partnerships and partners consistently reporting on the tax basis The two types of adjustments under 754 and how 743 and 734 require different capital account presentations

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 Ethical Considerations for the CPA

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Virtual

4.00 Credits

Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples

The Power of a Good Story!

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Online

4.00 Credits

The 3 elements of storytelling    3 real world examples                  10 thoughts for the road   

The Art of Marketing for CPAs

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Online

4.00 Credits

Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career

Current Nonprofit Fraud Trends

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Virtual

4.00 Credits

The major topics that will be covered in this course include:Best practices for fraud prevention and detection.Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!

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

The Controllership Series - The Role of the Controller in ESG

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Online

1.50 Credits

Accounting Finance SG Operations

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)

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Online

1.60 Credits

Forensic Accounting Accounting Auditing Finance

Reasonable Compensation for S Corps

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future

What's Changing in A&A for Governmental Entities (2025)

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Virtual

4.00 Credits

The major topics that will be covered in this course include:A look at the GASB standards that are effective this year.GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.The impact of the 2024 Compliance Supplement on Single Audits.Changes to the Uniform Guidance.Common deficiencies found in Single Audits.

Unlock the Power of AI with Copilot in Excel

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Virtual

2.00 Credits

The major topics that will be covered in this course include:Introduction to Copilot in ExcelAutomating Tasks and Enhancing ProductivityAdvanced Data Insights with Copilot

Top Employment Tools to Protect Your Business and Recommend to Business Clients

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Online

1.00 Credits

arbitration agreements confidentiality agreements  restrictive covenants  training  severance agreements 

PPP Fraud and Financial Professionals

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Virtual

2.00 Credits

The major topics covered in this class include:Ethical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

Ethics: IRS Behavioral Insights for Accountants

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Virtual

2.00 Credits

Behavioral insights (BI) PrimerHow and why BI are used by the IRSIRS and individual decision-makingIRS and environmental and design considerationsIRS and social normsIRS "top of mind" issues BI and Implementation of tax reform legislation BI and private debt collectionBI and online taxpayer accountsBI and taxpayer rights in "real" vs. "unreal" auditsBI and the tax-exempt approval processBI and passport renewal and revocationHow to use BI to more mindfully interact with the IRS to improve outcomes

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)

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Online

1.00 Credits

Forensic Accounting Accounting Finance Auditing

The Controllership Series - The Controller's Role in Pro Forma Financial Statements

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Online

1.00 Credits

Accounting Finance

Business Tax Update: Recent Developments

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Virtual

2.00 Credits

The major topics that will be covered in this class include:2024/25 legislation impacting business taxpayersTax depreciation updateGIG workers and Form 1099-KCommercial Clean Vehicle CreditRecent business taxpayer case rulingsFINCEN Beneficial Ownership Information reporting update