CPE Catalog & Events
Surgent's Time Management for Professionals
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Webinar
2.00 Credits
Member Price: $99
Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan
Surgent's What Tax Practitioners Need to Know About Medicare
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Webinar
2.00 Credits
Member Price: $99
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments
The Ethic of Teamwork
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Virtue ethicsTeam dynamicsCharacteristics of highly effective teamsMeeting managementTeam communicationDecision making
The Preparation of Form 709 - Line-by-Line
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Webinar
2.00 Credits
Member Price: $79
Gift tax fundamentals and exclusions Completing Form 709 accurately Gift-splitting and its tax implications Lifetime exemption and GSTT considerations Valuation of gifted assets Common filing mistakes and IRS audits Updates on new legislation impacting gift taxation
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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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
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Webinar
4.00 Credits
Member Price: $159
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Surgent's Update on the AICPA's New Ethics and Quality Control Standards
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Webinar
4.00 Credits
Member Price: $159
Proposed and recently enacted updates to the AICPA’s Code of Professional Conduct Proposed Quality Management standards and related SAS Professional responsibilities in this new era Best practices for implementing an effective system of quality management
Practical Tools and Tips to Help CPAs Manage Risk (Tax Services Focus)
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TBD
4.00 Credits
Member Price: $159
AICPA Professional Liability Insurance Program claim data Client and engagement acceptance Engagement letters and fee management Client continuance and termination Firmwide quality control and team management Causes of loss Risk management tips to assist claim defense when providing tax and client accounting services Data security
Managerial Accounting: Your Prescription for Better Decision
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Ultimate Small Business HR Guide: Essential Tips for Success
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Webinar
1.00 Credits
Member Price: $39
Small Business Management
Excelling at Excel: The Magic of Power Query
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Webinar
2.00 Credits
Member Price: $79
Intro to Power Query & how to get started Examples of data clean up using Power Query Combining workbooks and files with Power Query
Accountants and Malpractice: Can We Get Sued for This?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Surgent's Schedules K-2 and K-3: Filing Requirements
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Webinar
2.00 Credits
Member Price: $99
Detailed discussion of the domestic filing exception Filing requirements and exceptions for every part of Schedules K-2 and K-3 Examples based on common client situations encountered in practice
Communication Miracles At Work and In Life - Part 2
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Webinar
1.00 Credits
Member Price: $129
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use
Comprehensive Audit & SSARS Update
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:AICPA Accounting and Review Services Committee standards update and new practice aidAICPA Auditing Standards Board standards update including recent changes to the audit and attestation standardsAICPA’s new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changesUpdate on AICPA’s Enhancing Audit Quality InitiativeTrends in audit quality including the DOL’s audit quality studyFrequent peer review findings and practice tips for achieving high practice qualityLatest on the DOL’s audit quality study
I Spy with My Little Eye ... an Illegality
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Are Accountants the Conscience of Business?Today’s Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusion
The Head and Heart of Ethics - Featuring Bob Mims and Don Minges
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Webinar
1.00 Credits
Member Price: $39
The difficult trade-offs in making choices. Functioning in the ‘gray’ areas. The value of trust. How lack of accountability can lead to ethical issues.
Benefits and Best Practices for Telework
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Webinar
2.00 Credits
Member Price: $79
Communication Business Management
Develop Your Emotional Intelligence to Be More Successful in Life and Leadership
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Webinar
2.00 Credits
Member Price: $79
Emotional Intelligence (EQ) in Leadership Building Stronger Workplace Relationships Creating and Leading High-Performing Teams Navigating Change with Emotional Intelligence
Ethics: 10 Crucial Qualities of High Character CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so