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CPE Catalog & Events

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Surgent's Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest

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Webinar

2.00 Credits

Member Price: $99

Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions

Ask Me No Questions and I Will Tell You No Lies - The Art of Interviewing & Interrogation

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Webinar

3.00 Credits

Member Price: $99

Defining an interview Why we choose to believe or not believe someone Types of individuals you will be talking with Why people lie Types of liars Unsharable needs Verbal and nonverbal clues How to listen Obtaining a confession

Audit & Attest Quality Matters that Should be on Your Radar - Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements

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Webinar

8.00 Credits

Member Price: $225

Applying professional skepticism to ensure quality work Meaningful risk assessment when designing work programs for various levels of services Proper planning and supervision of all engagements Accountant responsibilities for evaluating internal control Strengthening analytic procedures to support conclusions Complying with the Code of Professional Conduct and quality management standards 

Creative Strategies for Buying, Selling, or Gifting a Business

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Webinar

8.00 Credits

Member Price: $225

Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)

ACPEN Signature 2025: Governmental Accounting & Auditing Update

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Webinar

4.00 Credits

Member Price: $250

GASB Pronouncements Single Audit Issues Yellow Book Issues Audit Issues Federal Funding Challenges

LLC's & S Corporations: a Comparative Analysis

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Webinar

8.00 Credits

Member Price: $239

The major topics that will be covered in this course include:Comparative analysis of LLCs and S CorporationsEntity formation, compliance, and operational structuresSelf-employment tax and its implications for LLCs and S CorporationsForm 2553 preparation and relief for late filingsRev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and applicationS Corporation eligibility errors and corrective measuresCorporate governance and formalities for both entity typesShareholder stock and debt basis for S CorporationsForms 1120S, 1065, and related schedules (K-1, K-2, K-3)Officer reasonable compensation and general partner guaranteed paymentsAudit strategies, estate planning, and business continuation planning

2025 AICPA Regulatory Ethics Update

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.

It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims

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Webinar

1.00 Credits

Member Price: $39

Is ‘legal’ the same as ‘ethical’? Why or why not? The value of using the Code of Professional Conduct properly. Resolving situations where the two are divergent.

Financial Statement Fraud

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Webinar

2.00 Credits

Member Price: $79

Fraud Auditing Yellowbook

Audit Risk Assessment in Plain English

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Webinar

2.00 Credits

Member Price: $79

Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment  

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 

The Ethic of Self-Esteem For Women

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Self-Esteem: What is it?Belief systemsBenefits of High Self EsteemMinimizing traps of low Self EsteemComponents of High Self Esteem

Contract and Procurement Fraud

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Webinar

1.00 Credits

Member Price: $79

Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards

Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1

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Webinar

1.20 Credits

Member Price: $79

Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards

Financial & Tax Accounting for S Corporations

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Webinar

4.00 Credits

Member Price: $129

Review of the AICPA "small&" GAAP rules The impact of the entity's tax status history on its financial accounting Deferred tax accounting for S corporations Required S status financial accounting disclosures Financial accounting impact of the C to S election and the S to C election The relationship of financial accounting and the Form 1120S Financial and tax accounting for the S corporation shareholder equity account Financial vs. tax accounting for loans to and from S corporations and their shareholders

Fraud Case Studies: 21st Century Professional Misbehavior

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Salient provisions the AICPA Code of Professional ConductExamination of actual fraudsDiscussion of internal controls that could have prevented or mitigated actual fraudsContemplation of epiphanies for your own professional scenarios.Implications for professional conduct and compliance with professional standards

K2's Technology Update

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Webinar

4.00 Credits

Member Price: $129

Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues

Audits of HUD Assisted Projects 25-26

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Webinar

6.00 Credits

Member Price: $259

Audit requirements Audit procedures Requirements under HUD Consolidated Audit Guide and the Uniform Guidance

Financial Accounting Standards: A Comprehensive Review 25-26

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Webinar

16.00 Credits

Member Price: $589

Application of professional judgment Codification, GAAP and the GAAP hierarchy Recent changes in financial statement presentation Hot Topics in financial reporting & accounting

Securing Your Data with a Password Management App - Updated

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Introduction to the world of password management apps and what makes them so secureReview and demonstration of top selling password management appsSoftware features that will be reviewedPassword generationEmergency user accessEntity vs. individual password managementDesktop vs. cloud basedMulti device synchronizationPII (personally identifiable information) forms fillerCredit card storageDigital data vault