CPE Catalog & Events
Reviewing Individual Tax Returns: What are You Missing?
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Webinar
4.00 Credits
Member Price: $225
- Qualified business income deduction- Hobby losses- Self-employment health insurance- Business start-up costs- Depreciation- Schedule C issues- Like-kind exchanges- Clean vehicle credit
Reviewing S Corporation Tax Returns: What are You Missing?
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Webinar
4.00 Credits
Member Price: $225
· Common errors made involving the following tax forms:· Form 1120-S· Schedule K-1· Schedules K-2 and K-3· Schedule L· Schedules M-1 and M-2· Form 4562· Form 4797
Tax Planning for Small Businesses - Tax Staff Essentials
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Webinar
4.00 Credits
Member Price: $225
· Starting a business — the tax life of a business· Selecting a business entity type· SECURE Act 1.0 and 2.0· Section 199A and the qualified business income deduction· Accounting methods· Compensation of owners — hiring family members· Reasonable compensation· Depreciation, Section 179 and bonus depreciation· Transactions with owners· Buy-sell and noncompete agreements· Exiting the business — special exit techniques
Anytime CPE Subscription
Available Until
Webinar
0.00 Credits
Member Price: $299
Utah Laws & Rules 2025 - On Demand
Available Until
Webinar
1.00 Credits
Licensing Continuing Professional Education Exemptions from Licensure Emeritus Status Unprofessional Conduct
Maximizing the Tax Benefits of an Installment Sale
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Webinar
1.00 Credits
Member Price: $29
Installment sale treatment eligibility When to elect out of installment sale treatment Installment sales of business assets Installment sale default and the rules for personal property vs real property Depreciation recapture
Internal Control Fundamentals
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Webinar
2.00 Credits
Member Price: $79
COSO Yellowbook Auditing
K2's Getting Started With Artificial Intelligence
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Webinar
2.00 Credits
Member Price: $79
Understanding AI tools available today Creating accounts in AI platforms Querying data from AI platforms Customizing your AI subscriptions
Profitability Pricing: Boost your Bottom Line
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Webinar
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
Take Command of your Time
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
Staff Retention Keep the Best People
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Webinar
3.00 Credits
Member Price: $99
Remote workforce Employee retention Staff turnover
Surgent's The Most Critical Challenges in Governmental Accounting Today
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Webinar
4.00 Credits
Member Price: $159
The implementation of GASB No. 101 on compensated absences The 2025 application of GASB No. 102 regarding certain risk disclosures GASB No. 103 addressing improvements to the financial reporting model Additional recently issued GASB standards and projects
Avoiding Peer Review Deficiencies and Professional Liability in Public Accounting
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Webinar
4.00 Credits
Member Price: $129
Differentiating risks faced when performing various levels of professional services, such as audits, reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements Explain situations when independence should be appropriately safeguarded when performing nonattest services
Leading and Managing the Accounting Department
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Webinar
4.00 Credits
Member Price: $129
Accounting Leadership Management
Retaining Talent in a Competitive Marketplace
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
Comprehensive Passive Activity Losses (PAL) 25-26
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Webinar
8.00 Credits
Member Price: $329
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation Impact of PAL rules on real estate ownership Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules Discuss how the PAL rules impact tax credits Discuss tax elections and planning techniques associated with PALs
Not-for-Profit Organizations: Accounting Principles and Risk Management 2024
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Webinar
8.00 Credits
Member Price: $329
Not-for-profit GAAP Expense allocation methodologies Risk management Accounting errors
Preparation, Compilations and Reviews?A Practical Workshop 25-26
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Webinar
8.00 Credits
Member Price: $329
Preparation Compilations Reviews
Top 10 Things to Know About Estate Taxation & Planning 25-26
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Webinar
8.00 Credits
Member Price: $329
The Numbers: Exemptions, exclusions and discounts Portability and step-up in basis Asset valuation Deductions: Marital, charitable, transmission and administration Retirement plan assets, annuities and life insurance Trust funding and administration
A&A Update for Nonprofits and Single Audit (2025)
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Webinar
4.00 Credits
Member Price: $239
The major topics that will be covered in this course include:• Current impacts of accounting and financial reporting on nonprofit entities • Recently released FASB standards that impact nonprofit financial reporting the most• Current issues and challenges involving Yellow Book financial statement audits• Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards • Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits