Skip to main content

CPE Catalog & Events

Showing 19279 All Results

Featured

All in One Ethics

-

Webinar

4.00 Credits

Member Price: $150

LicensingContinuing Professional EducationExemptions from LicensureEmeritus StatusUnprofessional Conduct Conceptual Framework  AICPA Code of Professional Conduct New interpretations added to the AICPA Code of Professional Conduct

Creating a High Performance Culture - Post Pandemic

-

Webinar

1.00 Credits

Member Price: $55

The major topics covered in this class include:Why Culture MattersWorkforce ChallengesCreating a High Performance CulturePractical Tools

Cost and Pricing Models: Creating an Effective Tool

-

Webinar

2.00 Credits

Member Price: $79

Building computer costing models & sub models The importance of volume sensitive models Your twelve most important indirect costs Using rate tables Modeling – Professional Services Job Costs Modeling – Repetitive Manufacturing Why return on sales may be an inferior way to plan for profit

Performing Preparation, Compilation and Review Engagements

-

Webinar

2.00 Credits

Member Price: $118

Definition of an engagement Forms, checklists and other documentation for preparing, compiling and reviewing engagements Explanation of the differences between compilation and preparation engagements Criteria of a compilation engagement and the entities where compilations can be performed Criteria of a review engagement Changes in level of service

Surgent's Understanding Partnership Taxation: Debt Allocations

-

Webinar

2.00 Credits

Member Price: $99

Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)

Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

-

Webinar

4.00 Credits

Member Price: $159

Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships

Finance Business Partnering: Influence to Impact

-

Webinar

8.00 Credits

Member Price: $332

An overview of the finance business partner Developing business acumen Business model generation Strategic planning process Improving the impact of your communication Read your stakeholders better Communication insights

Surgent's Annual Accounting and Auditing Update

-

Webinar

8.00 Credits

Member Price: $299

Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB’s Technical Agenda Leases – Topic 842 ASC 326: CECL Review of SAS 142 – Focus on Audit Evidence Recently issued SASs and other AICPA activity SSARS No. 25 and other recently issued SSARS Detailed review of SAS 145 Other important A&A practice matters

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

-

Webinar

8.00 Credits

Member Price: $299

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms

-

Webinar

8.00 Credits

Member Price: $279

Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done?  Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Effects of the CARES and Tax Relief Acts on trusts: §461(l) Excess Business Loss Limitation, NOL, §163(j) modifications, new employer credits Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms

Surgent's Predicting Future Financial Issues Facing the Financial Executive

-

Webinar

8.00 Credits

Member Price: $279

CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment The future of medical care in the United States in a post COVID-19 environment Future of social security and impact on retirement planning and employee retention Impact on financial executive if the dollar is no longer the world currency “Fate of the States” – will the location of your business make you less competitive Future of workmen’s compensation and unemployment compensation Future of interest rates Impact of greater reliance on technology AICPA top 10 trends and technologies National infrastructure ESG and DEI trends in the global economy Impact of continuing uncertainty in markets

The Best Individual Income Tax Update Course by Surgent

-

Webinar

8.00 Credits

Member Price: $299

Comprehensive coverage of the Inflation Reduction Act, including: The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, and Premium Tax Credit Comprehensive coverage of the SECURE 2.0 Act, including: Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, and New Exceptions to Penalty-Free Withdrawal from Retirement Plans Timely coverage of breaking tax legislation New Form 1099-K reporting requirements Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax Residency and Domicile Selling a principal residence, including tax planning strategies Real Estate professional requirements Virtual currency, including recent developments regarding NFTs Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas

Walter Haig's AICPA Auditing Standards Update

-

Webinar

8.00 Credits

Member Price: $239

The major topics that will be covered in this class include:AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)The new SAS 145 risk assessment requirementsThe new SAS 134 as amended audit reportsHow to fulfill responsibility to detect fraud under AU-C Section 240How to help clients design, implement and maintain their internal controlsTroublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigationHow to perform profitable audits of Small- and medium-Sized Entities (SMEs)

Exchange Transactions vs. Contribution for NPOs

-

Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Key changes from recent accounting standard updates affecting the determination of an exchange transaction versus a contributionEnhanced disclosure and reporting requirements for contributionsClarifications related whether a contribution is restricted or conditionalNew definitions related to barriers and right of return or right of release related to conditional contributionsOther important matters contained in ASU Nos. 2014-09 and 2018-08

2024 Working Through Grief and Loss - How to Build a Supportive Workplace

-

Webinar

1.00 Credits

Member Price: $39

Employee Relations Culture Leadership Employee Retention

Enact Retaliation Abatement and Monitoring Measures

-

Webinar

1.00 Credits

Member Price: $39

Retaliation prevention Retaliation monitoring Speak up culture Ethical culture

The Untold LinkedIn Hyper-Growth Story

-

Webinar

1.00 Credits

Member Price: $39

Talent Business Growth People Strategy Culture Communication Trust Strategy

Prioritizing Mental Health in the Post-COVID Workplace

-

Webinar

1.20 Credits

Member Price: $39

Introduction to Common Mental Health Issues in the Workplace Identifying and Managing Mental Health Issues in the Workplace      Helping employees with mental health issues perform their jobs more effectively Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self- care  

Public Speaking and Confident Communication in Business

-

Webinar

1.00 Credits

Member Price: $39

Communication Public Speaking Presentation Skills

The Controller Function - Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud

-

Webinar

1.50 Credits

Member Price: $59

Accounting Finance Procurement Inventory