CPE Catalog & Events
Learning to Teach "Tax" as a Second Language
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Webinar
2.00 Credits
Member Price: $39
Accounting as a foreign language Commonly misunderstood concepts Communicating tax matters Client-practitioner interactions Interacting with tax authorities
2024 Design Flexible Work Options To Attract & Retain Your Workforce
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Webinar
1.00 Credits
Member Price: $39
Flexible Work Options Employee Engagement Talent Management Strategy
Leases Accounting under Topic 842 - Answers to FAQ After Implementation
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Webinar
3.00 Credits
Member Price: $79
Alternatives to adopting Topic 842 Short-term lease and related-party leasing arrangements Identifying lease agreements under the new rules Proper treatment of lease incentives, leasehold improvements, and lease modifications
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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Webinar
4.20 Credits
Member Price: $129
Business Management Organization
K2's Accounting Solutions And Add-Ons For Small Businesses
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Webinar
3.00 Credits
Member Price: $79
Overview of small business accounting solutions Strengths and shortfalls of various accounting and add-on solutions
Professional Skepticism for the Public Accountant
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Webinar
2.00 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
2024 Working Through Grief and Loss - How to Build a Supportive Workplace
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Webinar
1.00 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
HR Guide to Evolving Business Strategy, Finance and Development
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Webinar
1.20 Credits
Member Price: $39
Corporate Culture Strategic Planning Leadership Staff Development
Accounting and Reporting Long-Term Debt
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Webinar
3.00 Credits
Member Price: $79
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more! Proper treatment of short-term obligations that are expected to refinance within the next 12 months "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time Differentiating between debt modifications and troubled debt restructuring Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation
Build Better Budgets: Fundamental Techniques
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Webinar
3.00 Credits
Member Price: $79
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
K2's Accounting Automation
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Webinar
2.00 Credits
Member Price: $39
Key automation opportunities Benefits and risks associated with automation Primary tools available for automation efforts
Business Intelligence (BI) and Business Analytics (BA)
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Webinar
3.00 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
Introduction to Governmental Budgeting
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Webinar
3.00 Credits
Member Price: $79
Budgeting Accounting & Auditing Yellowbook
What You Can Learn From the Statement of Cash Flows
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
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Webinar
3.00 Credits
Member Price: $149
Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit
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Webinar
3.00 Credits
Member Price: $99
The importance of professional skepticism The dangers of making assumptions How to listen and understanding the answer to a question Why it is important to leave all of your expectations at home Anticipation and why it’s so dangerous Determining materiality The fraud triangle Thinking about, given a set of circumstances, how you would steal Management and the Tone At the Top
Surgent's Federal Tax Update
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Webinar
4.00 Credits
Member Price: $159
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, Premium Tax Credit, Elective Payment, Transferability, and Prevailing Wage and Apprenticeship Requirements 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 The Gig Economy -- Tax implications, Independent Contractor vs. Employee Classification, and the 2024 DOL Final Rule Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
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
Financial & Tax Accounting for Partnerships & LLCs
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Webinar
5.00 Credits
Member Price: $129
Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs
Yellow Book Independence and Single Audit Fundamentals
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:The conceptual framework approach to independenceIndependence threats related to preparing financial statements and accounting recordsConsideration of specific non-audit services that would and would not impair independenceDocumentation necessary to support adequate consideration of auditor considerationFundamentals of a compliance audit performed under the Uniform GuidanceSchedule of expenditure of federal awardsDetermination of major programsUsing the Compliance Supplement Uniform Guidance administrative requirements and cost principles Testing internal control over complianceTesting complianceWriting an audit findingReporting requirements of a single audit