CPE Catalog & Events
Navigating IRS Collections: Understanding Form 433 & Offer in Compromise
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Webinar
2.00 Credits
Member Price: $79
Overview of the IRS collection process and enforcement actions Initial notices, taxpayer rights, and IRS timelines When to use Forms 433-A or 433-B and required documentation Offer in Compromise (OIC): criteria, process, and practical considerations Payment options: installment agreements, partial payment plans, and OIC Advising clients on IRS collections and avoiding penalties Compliance strategies for minimizing tax liabilities Real-world scenarios and examples for tax debt resolution
Surgent's Annual Update for Defined Contribution Plans
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Webinar
2.00 Credits
Member Price: $99
Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence
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Webinar
2.00 Credits
Member Price: $99
What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools
Tax Practice Ethical Challenges and Circular 230
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Webinar
2.00 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
An Exceptional Leader C.A.R.E.S.
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Webinar
1.00 Credits
Member Price: $39
Leadership strategies to improve mental health in the workplace Self-care techniques Empowering HR
Surgent's Weekly Expert Hour
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Webinar
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
Ethical Standards in Tax Practice: Circular 230 and Compliance
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Webinar
2.00 Credits
Member Price: $79
Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements
K2's Formatting Excel Spreadsheets The Right Way
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Webinar
2.00 Credits
Member Price: $79
Creating and using Styles in Excel The Accounting Format and why you should use it How to Create Custom Formats Formatting dates for maximum impact The advantages of storing formats in templates
The Seven High Quality Questions that Lead to Success & Solutions
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Webinar
2.50 Credits
Member Price: $79
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
Leading and Managing the Accounting Department
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Webinar
4.00 Credits
Member Price: $129
Accounting Leadership Management
Achieving Balance in Work and Life - Part 2
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Webinar
4.00 Credits
Member Price: $129
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
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Webinar
8.00 Credits
Member Price: $129
How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
Revenue Recognition Determine the Transaction Price Part 2
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Webinar
5.00 Credits
Member Price: $39
Revenue Recognition Accounting
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
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Webinar
5.00 Credits
Member Price: $39
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
K2's Introducing Artificial Intelligence To Human Resources Pros
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Webinar
5.20 Credits
Member Price: $39
How to get started with AI Today's major AI platforms How to use AI tools AI risks that we must manage
Introduction to Forensic Accounting
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Webinar
5.80 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
A Guide to Sampling - Part 2
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Webinar
6.00 Credits
Member Price: $79
Auditing Yellowbook
Is Activity-Based Costing the Right Tool for Your Organization?
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Webinar
6.00 Credits
Member Price: $79
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management
International Tax Treaties
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Webinar
6.00 Credits
Member Price: $79
Tax treaties Tax impact of cross-border transactions
Data Analytics: Practical Insights for Today's Accountant
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Webinar
6.00 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