CPE Catalog & Events
Understanding Apportionment for a Multistate Business 2024
-
Webinar
2.00 Credits
Apportionment Formulas Sourcing Rules for service income and income from intangibles Throwback and throw-out and when they apply Apportionment applied to flow-through entities and sole proprietorships Learn about Alternative Apportionment
The Controllership Series - Overhead, Direct and Indirect Costs and Allocation Methods
-
Webinar
1.00 Credits
Member Price: $39
Accounting Finance Procurement Operations
Controller Series: Insightful Financial Analysis
-
Webinar
1.00 Credits
Member Price: $71
Reasons why it's so difficult to provide an "insightful" financial analysis What is the definition of a financial analysis The six steps of a financial analysis Key takeaways
Navigating Difficult Conversations with Coworkers
-
Webinar
1.00 Credits
Member Price: $39
Communication Negotiation Conflict Persuasion Management Leadership
Ethics for CPAs: The Practical and the Possible
-
Webinar
2.00 Credits
Member Price: $79
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers
-
Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Audit 402: Audit Quality Control - Avoid Peer Review Issues
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Common peer review deficiencies that quality control reviewers should be alert toImportant considerations of second-level and other upper-level reviewersLessons learned from various regulatory oversight reviewsStatement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations
Surgent's Marijuana: A Generalized Business Viewpoint
-
Webinar
2.00 Credits
Member Price: $99
An overview of current state and federal laws governing marijuana A review of state boards of accountancy regarding marijuana How some financial professionals are capitalizing on the marijuana industry Providing auditing and tax services within the marijuana industry How accountants and other financial professionals can manage risk within this industry IRC Section 280E’s prohibition of deductions involving controlled substances A summary of various state taxation laws on marijuana Ethical issues for accountants who work in the marijuana industry Relevant banking regulations Growth projections
Surgent's Raising Financially Capable Children
-
Webinar
2.00 Credits
Member Price: $99
Discussion of the importance of a financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards
Managing the Accounting Department
-
Webinar
4.00 Credits
Member Price: $129
Accounting Leadership Management
Recruit. Retain. Engage. Mastering LinkedIn for HR Success
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.Best practices for organically attracting candidates to your company and team.Strategic talent networking opportunities.Essential considerations of employee advocacy and brand building using LinkedIn.Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies.
Form 990 Blind Spots and Hot Buttons
-
Webinar
1.00 Credits
Member Price: $39
Form 990 overview Common Form 990 Core Form Errors Overview of the 16 Schedules
Avoiding Budget People Issues: Managing Budgeting's Soft Side
-
Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
ChatGPT and the ELI5 Approach for Accounting Professionals
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Understanding the ELI5 Approach60 Variations of the ELI5 MethodApplication of the ELI5 Approach in AccountingELI5 Case StudiesStrategies for Implementing the ELI5 ApproachUsing ChatGPT to Enhance ELI5 CommunicationRole of Accountants in Leveraging the ELI5 Approach
Tax Implications of Cryptocurrency
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Blockchain basicsClassification of cryptocurrencyIRS Notice 2014-12Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency.Gift tax rules for donating, gifting or bequeathing cryptocurrency.Traps for the unwary.
The Controllership Series - Financial Statement Preparation
-
Webinar
2.60 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
What's New in Excel
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
Income Tax Planning for Bond Investments 2024
-
Webinar
4.00 Credits
Active versus passive investing Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax The tax treatment of bonds purchased at a discount or premium Bond swap and U.S. Savings Bond strategies
ProActive Response Group De-Escalation Training
-
Webinar
1.20 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Social Media: The Bare Necessities
-
Webinar
1.00 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy