CPE Catalog & Events
The Successful Family Business
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Webinar
4.00 Credits
Member Price: $129
Business Management Organization
The Original Secure Act and Secure Act 2.0 Retirement Planning Strategies
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Webinar
4.00 Credits
Member Price: $129
Mandatory Automatic Enrollment Credit For Small Employer Pension Plan Startup Costs Enhancement Of The Saver’s Credit Increase In Starting Age For RMDs Indexing IRA Catch-Up Higher Catch-Up Limit Age 61, 62, 63, And 64 Student Loan Payments As Elective Deferrals For Matching Contributions Start Up Credit Costs For Employers Joining An Existing Plan Financial Incentives For Contributing To a Plan Withdrawals For Certain Emergency Expenses SIMPLE Plan changes Starter 401(K) Plans Sec 529 Plan To Roth Rollovers Emergency Savings Accounts Enhancement of 403(B) Plans Qualified Charitable Distributions to Split Interest Entity Retirement Savings Lost and Found
Casualty Losses: Disaster Relief Act of 2024
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Federal Disaster Relief Act provisions enacted in December, 2024Comparison of personal use casualties with business/investment casualtiesWhen to claim casualty lossesHow to postpone casualty gainsBusiness casualty gains and depreciation recapture
Listening to the Statement of Cash Flows
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Webinar
2.00 Credits
Member Price: $79
Preparation of the statement of cash flows Importance of identifying sources and uses of cash in financial reporting Financial statement analysis Cash-related financial statement disclosures
Preparing to be a Forensic Accountant - Cloud Forensics
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Webinar
1.40 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Data Analytics: Practical Insights for Today's Accountant
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Webinar
2.00 Credits
Member Price: $79
Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics
Bears Will Be Bears - Fraudsters Too
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Webinar
1.00 Credits
Member Price: $79
Internal Controls Fraud Prevention Fraud Detection Fraud Investigation
Internal Controls That May Have Prevented Fraud
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Webinar
2.00 Credits
Member Price: $79
Understand what factors allowed certain frauds to occur Recognize what internal controls may have prevented the frauds Consider application of these lessons to circumstances you encounter in your professional endeavors
The Controllership Series - The Controllers Role in Procurement Function
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Webinar
1.20 Credits
Member Price: $39
Accounting Finance Procurement
The Controllership Series - The Role of the Controller in ESG
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance SG Operations
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)
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Webinar
2.00 Credits
Member Price: $79
Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87
Advanced Excel: Hidden Secrets and Gems
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Webinar
2.00 Credits
Member Price: $79
Awareness of advanced functions Creative methods for data manipulation Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
AI FAQs for Accountants
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of AI and how it differs from traditional accounting softwareGenerative AI, AI agents, and embedded AI applications in accountingAI-powered automation for routine accounting tasks and workflowsData security and privacy considerations in digital accounting environmentsStrategies for maintaining client relationships while embracing automationFuture trends including frontier AI models and embodied AI (robotics)Practical implementation of AI tools in accounting practice management
How AI Fits into the Accounting World
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:An overview of AI constructs.How artificial intelligence is being used by accountants today.Accounting-centric AI developments on the horizon.
Profitability Pricing: Boost your Bottom Line
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Webinar
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
Surgent's Representing a Client in an IRS Audit
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Webinar
3.00 Credits
Member Price: $149
Substantially increased IRS funding provided by the Inflation Reduction Act IRS test program in 2024 to determine if it should prepare tax returns Using improved data and analytics to tailor timely collections contacts Auditing large corporations and partnerships Audits of high income and high net worth individuals Information Document Requests What happens when a client agrees or disagrees with the IRS’s audit findings The Dirty Dozen: roadmap to IRS audit issues
Mastering the Art of Conflict: CPA Transformative Strategies
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Common conflicts CPAs faceThe impacts of having/not having crucial conversations Learn your conflict style and how to elevate your conflict capabilitiesIdentifying conflict triggersBest practices using an integrated approach from Crucial Conversations, Fierce Conversations, and Leading with Questions.Interviews from CPAs and real-life scenarios they faced and what crucial conversation approaches they used.
Basic Staff Tax Training: Individual 25-26
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Webinar
8.00 Credits
Member Price: $329
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return Identify and be able to implement basic individual income tax planning ideas for clients Familiarity with several source documents utilized in the preparation of an individual income tax return Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future
Internal and External Fraud: Understanding It and Working to Control It 25-26
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Webinar
8.00 Credits
Member Price: $329
Understanding why internal fraud occurs Fraudulent acts initiated by outside organizations Policies, procedures and control measures designed to fight fraud Steps that verify anti-fraud activities are working
U.S. GAAP Disclosures for Non-Public Entities 25-26
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Webinar
8.00 Credits
Member Price: $329
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification