CPE Course Catalog
 

Your Selections:

  • 2 Credits
    Online

    Cash Conversion Cycle: Tools and Techniques

    Location: Online
    Member Price: $79.00

    How well do you understand your company's cash flows? Good cash management techniques can provide a competitive advantage! This session will show you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization,...

  • 8 Credits
    Online

    Individual Tax Fundamentals

    Location: Online
    Member Price: $307.00

    Learn to decode the IRC's complex set of provisions affecting individual taxpayers so you can provide your clients with the most current tax planning and tax-saving strategies for their tax plans. Update your understanding of critical tax issues including the impact of the latest tax...

  • 4 Credits
    Online

    Surgent's Federal Tax Update

    Location: Online
    Member Price: $159.00

    Both businesses and individual clients face major changes as a result of tax reform, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses...

  • 8 Credits
    Online

    Surgent's The Complete Guide to Payroll Taxes and 1099 Issues

    Location: Online
    Member Price: $279.00

    Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The...

  • New 2 Credits
    Online

    Project Management: Best Practices, Principles, Mindset

    Location: Online
    Member Price: $79.00

    Project Management is more than being a taskmaster and tracking data. Leading a team and managing client engagements requires a great deal of organization and planning. Some team members are naturally organized, but how many have learned the skills to manage projects? Successfully launching a...

  • 3.5 Credits
    Online

    Demystifying Artificial Intelligence

    Location: Online
    Member Price: $153.00

    Demystifying Artificial Intelligence (AI) is the first webcast in the AI series and will provide a practical overview of artificial intelligence, machine learning (ML) and deep learning (DL); introducing key concepts, capabilities and the fundamental knowledge needed to understand the AI...

  • 2 Credits
    Online

    Microsoft Excel: Moving Beyond the Basics

    Location: Online
    Member Price: $79.00

    This course explores the increasingly complex features of Excel that facilitate efficient data analysis.  We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting...

  • 2 Credits
    Online

    Surgent's Successfully Completing a Gift Tax Return -- Form 709

    Location: Online
    Member Price: $99.00

    Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select clients, making large gifts before death can be...

  • 2 Credits
    Online

    The How's and Why's of Creating User Defined Functions in Excel

    Location: Online
    Member Price: $79.00

    With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve...

  • 2 Credits
    Online

    The Lifecycle of a Criminal Tax Investigation

    Location: Online
    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...

  • 2 Credits
    Online

    CFO Series-Cash Management: Strategies for Long Term Success

    Location: Online
    Member Price: $79.00

    Businesses depend on adequate capital and cash flow. While someone else may handle day-to-day cash management procedures, the CFO must take the lead in strategic cash management decisions. When a company goes into a growth mode, boards often replace those who can't manage cash strategically. ...

  • 2 Credits
    Online

    Introduction to Yellow Book

    Location: Online
    Member Price: $79.00

    Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS or “Yellow Book”) requires additional reporting, ethics, and performance requirements. This course will identify and review the guidance found in the Yellow Book and analyze the...

  • New 2 Credits
    Online

    Taxation of Judgements and Settlements

    Location: Online
    Member Price: $79.00

    In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement...