CPE Course Catalog
 

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  • 1 Credits
    Online

    Advanced Budgeting - Balance Sheet and Cash Flow Projections

    Location: Online
    Member Price: $49.00

    Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling...

  • 8 Credits
    Online

    The Best Federal Tax Update Course by Surgent

    Location: Online
    Member Price: $279.00

    In this continually revised course, tax advisors will be fully updated on the most recent legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. Continually updated to reflect enacted legislation.

  • New 8 Credits
    Online

    Walter Haig's Personal Financial Health Checkup

    Location: Online
    Member Price: $229.00

    This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice...

  • 2 Credits
    Online

    QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

    Location: Online
    Member Price: $79.00

    The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take on a monthly basis. We'll show you what to do in QuickBooks Online as well as what you can do monthly to ensure a tax return that will stand...

  • 1 Credits
    Online

    1 Hour - Introduction to Sustainability Accounting

    Location: Online
    Member Price: $39.00

    Sustainability Accounting is now a recognized professional skill of increasing importance in larger organizations. It is the process of finding, measuring and managing the material metrics for sustainable performance and risk management. The goal is to bring these metrics into regular...

  • 2 Credits
    Online

    Analytical Procedures: Practical Applications and Standards

    Location: Online
    Member Price: $79.00

    This session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given.  

  • 2 Credits
    Online

    Buying, Selling, or Gifting a Business Creatively

    Location: Online
    Member Price: $79.00

    The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code.  This, in turn, has created a need to make changes in a client’s planning needs.  In addition to traditional issues faced by a business owner regarding the operation of his or her...

  • 1 Credits
    Online

    Fixing Your Chart of Accounts

    Location: Online
    Member Price: $49.00

    A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer "what if?" questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets,...

  • 2 Credits
    Online

    Surgent's Strategies for Maximizing Social Security Benefits

    Location: Online
    Member Price: $99.00

    As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to...

  • New 2 Credits
    Online

    CPA Ethics in a Crisis World: Tales From the Front

    Location: Online
    Member Price: $79.00

    Based on real life experiences! This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations - and then analyzed for their ethical implications. This event may be a rebroadcast...

  • 2 Credits
    Online

    FASB's New Lease Accounting Standards

    Location: Online
    Member Price: $79.00

    It’s a whole new world for lessees under ASC topic 842.  Soon nearly all leases will need to be disclosed as a liability on the balance sheet – from buildings right down to autos and copiers.  Although the greatest impact will be on large entities, this will affect the...

  • 2 Credits
    Online

    Reporting the Results of a Fraud Investigation

    Location: Online
    Member Price: $89.00

    This course focuses on concluding a fraud examination and participating in court activity. You will learn how to draft an effective written report on a fraud investigation, including exhibits and visual aids that will help make your case. We will discuss common questions asked of financial...

  • 2 Credits
    Online

    The Essentials of Fringe Benefit Planning

    Location: Online
    Member Price: $79.00

    The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Due to these changes, fringe benefit planning has become one of the most important areas of planning for your client’s business and personal needs.  There are a variety of tools and...

  • 2 Credits
    Online

    White-Collar Crime: What is It?

    Location: Online
    Member Price: $79.00

    Our nation's prison system is filled with people who are serving time for a first-time offense. Those who are convicted of white-collar crimes frequently argue that they did not know their behavior could lead to a government investigation, much less a charge for a white-collar crime. In this...