CPE Course Catalog
 

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  • 2 Credits
    Online

    The Civil Advantage: Workplace Ethics and Civility

    Location: Online
    Member Price: $79.00

    Studies show that ethical lapses are more likely to happen if an organization's culture is uncivil. Workplace ethics and civility are powerfully connected because what we call "manners" are behaviors developed over millennia to avoid destructive acts and build trust. People treasure their...

  • 3 Credits
    Online

    2019 Loss Limitation School - 461(l) Excess Business Losses, NOLs, 163(j), Basis, At-Risk and Passive Activity Losses

    Location: Online
    Member Price: $99.00

    Do you desire to not be tripped up and held back by the plethora of loss limitation rules that threaten deductibility of business losses? The new menacing 461(l) excess loss rules are poorly drafted and have no meaningful interpretation. The NOL rules have been turned by TCJA upside down on...

  • 2 Credits
    Online

    Delivering Bad News? Don't Be the Messenger Who Gets Shot!

    Location: Online
    Member Price: $79.00

    The average CFO's tenure is about three years, while the tenure for other financial positions may not be much better. One cause may be our responsibility to deliver BAD news. Sadly, sometimes the messenger gets shot. How can some people deliver the bad news and actually strengthen their...

  • 8 Credits
    Online

    Documenting Your EBP Audit: What You Need to Know

    Location: Online
    Member Price: $279.00

    Employee benefit plans are a unique entity, and the performance of audit procedures will involve testing items that are not typically tested in audits of other types of entities. Even experienced auditors may find it difficult to ascertain exactly what documentation is sufficient. We'll tackle...

  • 4.4 Credits
    Online

    K2's Testing and Auditing Excel Workbooks

    Location: Online
    Member Price: $129.00

    Excel errors continue to plague organizations of all sizes - estimates peg the error rate at approximately 90%. As spreadsheets become ever-more common, testing and auditing Excel workbooks becomes more necessary than ever to mitigate the effects these errors could have on virtually every Excel...

  • New 4 Credits
    Online

    Not Just Your Everyday FASB Update

    Location: Online
    Member Price: $139.00

    This course reviews and discusses the latest items on the FASB agenda, focusing on recent updates to revenue recognition and lease accounting standards. A special purpose framework overview is provided, which may present salient alternatives to U.S. GAAP for certain entities. This event may...

  • 4 Credits
    Online

    Surgent's Essential Depreciation and Expensing Update (TDP4)

    Location: Online
    Member Price: $139.00

    The "permanent" changes within the Tax Cuts and Jobs Act may stand like a lion in the pathway of change, but Washington has a different definition of the word "permanent." Inflation adjustments and technical corrections are included within this deep analysis of the complex maze of rules dealing...

  • 2.2 Credits
    Online

    Understanding the Entities: Planning and Compliance

    Location: Online
    Member Price: $79.00

    In this course, the first in the series, practitioners will learn about Trust and Estate Planning. The purpose of this lecture is twofold: 1) to expand a practitioner's knowledge-base, promoting growth of business and 2) to educate practitioners on how to provide comprehensive financial advice...

  • New 3 Credits
    Online

    Office 365 OneDrive App - Managing and Storing Your Files

    Location: Online
    Member Price: $99.00

    If you plan to or currently use Office 365, learning how to leverage the full breadth of features and functions of the OneDrive app for storing your files in the cloud is imperative. Leveraging OneDrive and SharePoint for your file storage platform maximizes your ROI in Office 365 because of the...

  • 2.5 Credits
    Online

    Leisure Suit to Hipster: Update Your Business Writing Style

    Location: Online
    Member Price: $89.00

    What do you mean there's only one space after a period, and who changed the spelling of canceled - if these questions bother you, it's time to update your business writing skills through a practical, hands-on session aimed at giving you tips and tools to update your grammar and writing style for...

  • 2 Credits
    Online

    5 More Business Books in 100 Minutes

    Location: Online
    Member Price: $79.00

    You know you should keep up with the latest business books, but finding the time can be a challenge. This session provides 20 minute executive summaries of five fascinating business books that you probably have not had time to read. You will save hours of your very valuable time.

  • 2.2 Credits
    Online

    Circular 230

    Location: Online
    Member Price: $79.00

    Circular 230 details the regulations governing tax practices. This course speaks to the ethical side of those practices. While most areas of your practice are cut and dry, there are many gray areas that if not handled properly, may cost a practitioner penalties or even the loss of a license. ...

  • 2.2 Credits
    Online

    Payroll Help For New or Small Business Entities

    Location: Online
    Member Price: $79.00

    Small business owners need the expertise of educated professionals to assist in the navigation of the myriad details surrounding the payroll entity of their business. In this course, practitioners can learn how to provide guidance to clientele who may find understanding the financial details of...

  • 2 Credits
    Online

    Emotional Intelligence: The Critical Factor in Success

    Location: Online
    Member Price: $79.00

    Emotional intelligence is an individual's capacity to understand both their own and other people's emotions, as well as how to react to these feelings in an appropriate manner. Research proves that Emotional Intelligence (EI) is a compelling predictor of personal, professional and social...

  • New 2 Credits
    Online

    The Tax Bill is Huge! What's Next for your Client

    Location: Online
    Member Price: $79.00

    The return is complete but your client has a huge tax bill! What can you do to help? Or you have a new client and they have historical IRS debt. We'll outline the top ways for your client to manage the money they owe the IRS. Learn about how the collections system works and how you can be a hero...