CPE Course Catalog
 

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  • 1 Credits
    Online

    Advanced Budgeting - Balance Sheet and Cash Flow Projections

    Location:
    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

    Surgent's Individual and Financial-Planning Tax Camp

    Location:
    Member Price: $279.00

    Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now...

  • 4 Credits
    Online

    Depreciating & Expensing Business Assets - 4 Hours

    Location:
    Member Price: $129.00

    This program will address the most recent updates on tax depreciation resulting from the TCJA, highlighting new capitalization and depreciation rules. Planning opportunities and potential pitfalls will also be addressed. **Please Note:  If you need credit reported to the IRS...

  • 1 Credits
    Online

    Fixing Your Chart of Accounts

    Location:
    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,...

  • New 2 Credits
    Online

    A History of Investing and a Look Ahead

    Location:
    Member Price: $64.00

    You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and...

  • 1 Credits
    Online

    Podcasts: How To Market Your Expertise To Get More Clients

    Location:
    Member Price: $49.00

    Having a podcast is a great inexpensive way to showcase your expertise. Whether your interest or expertise is about taxes, auditing, information technology, or accounting careers, a podcast can be a great avenue to market your firm. You are only limited by your imagination. ...

  • 2 Credits
    Online

    The Lifecycle of a Criminal Tax Investigation

    Location:
    Member Price: $79.00

    Who investigates tax crimes and how are tax crimes prosecuted? Considered the "World's Finest Financial Investigators", the IRS-Criminal Investigation (IRS-CI) has sole jurisdiction in tax crimes and boasts a greater than 90% conviction rate. This agency was responsible...

  • 1 Credits
    Online

    Ethics: How to Attract and Keep the Best Clients

    Location:
    Member Price: $49.00

    There is only one sure-fire way you will attract and keep the best clients. You must be the kind of CPA that others will like, trust, and want to do business with. This unique webinar will show you exactly how to do this. The secret to creating trust with clients is to...

  • 4 Credits
    Online

    Reviewing Individual Tax Returns: What Are You Missing?

    Location:
    Member Price: $197.00

    Navigate individual income tax law Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information. The course covers Section 199A, the qualified...

  • 2 Credits
    Online

    Risk Assessment for Small Business Audits

    Location:
    Member Price: $79.00

    Auditing standards require auditors to assess risk-including controls-and use that assessment as a foundation for performing the audit. Risk assessment is not just a technical GAAS requirement, it has a direct impact on realization. Audit teams that perform a thorough risk assessment are more...

  • New 2 Credits
    Online

    Risk Assessment - The Foundation of an Audit of a Live Event

    Location:
    Member Price: $79.00

    This course considers the AICPA audit quality challenges related to audit risk assessment, including the risk assessment model, as well as identifying, assessing, and responding to audit risks. Take part in an in-depth review of the audit risk assessment process, with examples of potential risk...

  • 2 Credits
    Online

    2023 Winter Tax Rewind

    Location:
    Member Price: $109.00

    Fall in review (bold) Start the New Year on the right foot and get a better understanding of how the final quarter of 2022 will affect 2023. Changes to U.S. federal tax law will certainly change how you approach the next tax season. In addition, the webcast will cover tax planning,...

  • 4 Credits
    Online

    Surgent's The Essential Multistate Tax Update

    Location:
    Member Price: $159.00

    With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look...

  • 2 Credits
    Online

    Don't Let Conflict Derail your Relationships

    Location:
    Member Price: $79.00

    Conflict can cause a negative impact on you and your relationships. It can often escalate throughout an entire team or with a client. Learn the skills you need to resolve conflict quickly before it gets the best of you and those around you. Don't let it take up your time which can be spent...