CPE Catalog & Events
Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
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Webinar
2.00 Credits
Member Price: $99
Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts
Surgent's Understanding Partnership Taxation: Debt Allocations
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Webinar
2.00 Credits
Member Price: $99
Recourse debt allocations Constructive liquidation scenarios Nonrecourse debt allocations Minimum gains and nonrecourse deductions Section 704(c) gains Allocations under 704(c)
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
Allison McLeod's Federal Tax Updates for Individuals - 4 Hour
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Webinar
4.00 Credits
Member Price: $129
Current tax issues affecting individual taxpayers Review of recent tax legislation Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Federal Tax Update for Business with Doug Van Der Aa
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Webinar
4.00 Credits
Member Price: $129
"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments
2025 Annual Update for Governmental Accountants & Auditors
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Webinar
6.00 Credits
Member Price: $189
Single Audit Updates Auditing & Accounting Yellowbook
Partnership & LLC (Form 1065) - Formation to Liquidation
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Webinar
8.00 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
Comprehensive Estate Planning: Administration & Postmortem Strategies
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Webinar
8.00 Credits
Member Price: $225
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
Nonprofit Accounting and Financial Reporting Explained
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Webinar
11.00 Credits
Member Price: $225
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures Executive summary of recent Accounting Standards Updates Overview of fair value disclosure requirements and implementation issues Discussion of issues related to donor-restricted endowment funds Classification of net assets and reclassifications Endowments, including accounting, disclosures and UPMIFA Noncascontributions Contributions received and receivable Expense recognition issues Reporting expenses by function and nature Other relevant matters unique to the nonprofit environment
ACPEN Signature 2025: Not-for-Profit Accounting, Auditing & Tax Update
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Webinar
6.00 Credits
Member Price: $250
Auditing Update Ethics and Environmental, Social, and Governance (ESG) Update FASB Update Not-for-Profit Tax Update
AHI: Level V - Advanced Management and Leadership Essentials
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Webinar
16.00 Credits
Member Price: $480
What is Expected of the Manager & Senior Manager? Managing Self and Priorities Building Leadership Communication Skills Leading Others - Coaching and Developing Staff Helping Your Firm Grow
Create Paginated Reports with Power BI Report Builder
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.Data Connection and Management: Connecting to various data sources and preparing data for reporting.Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.
K2's Microsoft Teams
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Webinar
4.00 Credits
Member Price: $129
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
The Controllership Series - The Future Role of the Controller Part 2
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Webinar
1.50 Credits
Member Price: $59
Accounting and Finance
Global Internal Audit Standards (GIAS) Domain V - Part 2
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Webinar
1.00 Credits
Member Price: $79
Internal audit Standards Institute of Internal Auditors GIAS IPPF
Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis
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Webinar
1.00 Credits
Member Price: $79
Forensic Accounting Accounting Auditing Finance
K2's Office Scripts - The New Macros
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Webinar
2.00 Credits
Member Price: $79
Introduction to Office Scripts Recording your first script Integration with Power Automate
Ethical Intelligence for Artificial Intelligence
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Webinar
2.00 Credits
Member Price: $79
Benefits and pitfalls of artificial intelligence in the accounting profession Selecting and utilizing artificial intelligence resources Applying professional skepticism to results Maintaining independence while utilizing artificial intelligence Upholding client confidentiality Data security and retention Citation of sources and related reporting considerations
Microsoft Excel: Moving Beyond the Basics
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Webinar
2.00 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis
Bytes, Bias, and Balance: Data Ethics for Tech-Savvy Accountants
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Webinar
2.00 Credits
Member Price: $79
AI Auditing & Accounting Yellowbook