CPE Course Catalog
 

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  • 1 Credits
    Online

    How State Lines Impact Estate, Tax, and Financial Planning

    Location: Online
    Member Price: $39.00

    The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. These changes have a significant impact of state specific issues.  This course takes a look at how the new tax act impacts specific state issues.   **Please Note:  If you need credit...

  • 2 Credits
    Online

    Postmortem Estate Planning

    Location: Online
    Member Price: $79.00

    The field of estate planning is increasingly complex. Finding appropriate solutions to a client’s estate issues upon his/her death are critical to a number of areas, including the estate tax return of the decedent, the decedent’s final income tax return, the income tax return of...

  • 4 Credits
    Online

    Controller's Update: Today's Latest Trends

    Location: Online
    Member Price: $179.00

    Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. In this course you will discuss leading-edge topics in managerial accounting...

  • 2 Credits
    Online

    Excel - Create KPI Dashboards for Maximum Impact

    Location: Online
    Member Price: $79.00

    Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this course, you will learn how to build robust dashboards for analyzing key...

  • 4 Credits
    Online

    Financial and Tax Accounting for Partnerships and LLCs

    Location: Online
    Member Price: $139.00

    This program compares and contrasts the financial accounting for partnerships and LLCs, as well as discusses the tax accounting for these entities. It includes a thorough discussion of the important differences between financial accounting for partnership capital accounts and the tax accounting...

  • 2 Credits
    Online

    Ethics: IRS and Global Tax Enforcement for Accountants

    Location: Online
    Member Price: $79.00

    This course provides a concise overview of IRS global tax enforcement programs, policies, and activities. In 2019 and beyond, the agency plans to broaden and deepen its focus on combatting transnational tax crime in response to terrorist financing, money laundering, cybercrime, and illegal...

  • 2 Credits
    Online

    Fiduciary Activities: Understanding the Impacts of the GASB 84

    Location: Online
    Member Price: $99.00

    While GASB Statement No. 84, Fiduciary Activities, seems distant, the new standard has a far-reaching impact and may change the reporting entity of some governments with student activity funds, pension or OPEB plans, existing agency funds and more. Considering impacts now in advance of its...

  • 2 Credits
    Online

    Excel - Best Practices Before Final Save

    Location: Online
    Member Price: $79.00

    This Excel course will provide an overview of all the functionality that supports the formatting and printing of spreadsheets in Excel. Through the use of cell styles and conditional formatting, you will learn how to create spreadsheets that are visually appealing and understandable to a...

  • 3.5 Credits
    Online

    Blockchain for Supply Chain

    Location: Online
    Member Price: $199.00

    Have you heard about blockchain? It is a new technology being used to drive corporate transparency in many different industry sectors. At its core, blockchain is a ledger technology that allows multiple parties to have copies of all transactions, which can easily be verified to minimize risks....

  • New 2 Credits
    Online

    Analyze Your Sales & Marketing Activities With PowerBI

    Location: Online
    Member Price: $79.00

    Data analytics and dashboards are rapidly changing the way that CFOs, CPAs and auditors are evaluating the performance of their sales and marketing operations: customer profitability, sales and marketing activities and more. The Microsoft Power BI tools have emerged as the "go to" tools to...

  • 2 Credits
    Online

    Preparing Forms 706 and 709 - Understanding the Issues

    Location: Online
    Member Price: $79.00

    Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the federal estate tax return, Form 706; the federal gift tax return, Form 709; and the...

  • 2 Credits
    Online

    Understanding the Changes to Yellow Book Independence

    Location: Online
    Member Price: $99.00

    The 2018 Yellow Book: What changes do you need to know about? The most significant change made in the 2018 Yellow Book relates to the independence standards. The effective date of the 2018 Yellow Book's financial audit, attestation and review engagement standards is for periods ending on or...

  • 4 Credits
    Online

    Surgent's Ethical Considerations for the CPA (ETHC)

    Location: Online
    Member Price: $139.00

    CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course reviews a history of the CPA profession but will focus on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential...