CPE Catalog & Events
Power Skills: Your Guide to Professionalism and Client Interactions
-
Webinar
2.00 Credits
Member Price: $79
Communication Business Management
Accounting for and Auditing Cryptocurrency & Digital Assets
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assetsFeedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Inventory Accounting GAAP, Software and Recognizing Variances
-
Webinar
2.00 Credits
Member Price: $79
Inventory accounting GAAP Methods for dealing with variances
Retirement Penalties and Rollover Issues 25-26
-
Webinar
2.00 Credits
Member Price: $99
What the IRS knows: Forms 1099R and 5498 Exceptions to the ten percent penalty Secure 2.0 changes to the late payment penalty History of the 60-day Rule and Recent Developments Rulings and self-certification Form 5329 use and strategies
Surgent's Schedules K-2 and K-3: Preparation of Forms
-
Webinar
2.00 Credits
Member Price: $99
How to read and complete Parts II and III for Foreign Tax Credit Practical tips on how to tackle Parts IV and IX for corporate partners How to correctly fill out Parts X and XIII for foreign partners Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms
Surgent's Six Common Barriers to Investment Success
-
Webinar
2.00 Credits
Member Price: $99
Availability bias Herding Loss aversion Present bias Anchoring Home country bias
Surgent's Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions
-
Webinar
4.00 Credits
Member Price: $159
Three different types of basis Contributions of property IRC 704(b) – Capital Accounts and Special Allocations Contributions of property and debt Contributions of services IRS Notice 2020-43
CFO & Controller Critical Skills: Budgeting & Forecasting
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of budgeting toolsOverview of difference between budgeting and forecastingExamples of various budgeting and forecasting techniques
K2's Advanced QuickBooks Tips And Techniques
-
Webinar
4.00 Credits
Member Price: $129
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Generation Intelligence: Navigating the Generational Divide
-
Webinar
1.00 Credits
Member Price: $39
Generations
Hiring Remotely: Using Personality Assessments for Better Hiring Decisions
-
Webinar
1.00 Credits
Member Price: $39
Remote Hiring Best Practices Personality Assessments in Hiring Effective Integration of Personality Assessments Minimizing Bias and Ensuring Cultural Fit
Surgent's Weekly Expert Hour
-
Webinar
1.00 Credits
Member Price: $59
Each week’s topics will change based on the most critical issues affecting financial professionals
K2's Optimizing Your Tech Stack For Efficiency And Cost-Effectiveness
-
Webinar
2.00 Credits
Member Price: $79
Conducting a tech stack assessment, including an inventory of current tools and applications Identifying essential and redundant tools Exploring cost-effective alternatives Calculating your total cost of ownership
Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
-
Webinar
2.00 Credits
Member Price: $79
Key aspects of Rita Crundwell's theft Internal controls that could have prevented the theft Internal controls that could have detected the theft in a timely manner Independence in both fact and appearance Lessons for CPA firms Lessons for government agencies
Dealing with Problem Employees: a 15 Step Action Plan for You and Them
-
Webinar
2.00 Credits
Member Price: $79
How turnover is an issue. What are the common causes? How to develop a customized plan for each unique situation? How can we do a better job of preventing 'problem' employees? How to have an effective discussion to end the relationship. A fifteen-step action plan for you to use and for the employee.
Beyond the Numbers: Success Strategies for Female CPAs
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:How to increase your visibility instead of flying under the radar.Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.How your inner critic operates and how to silence it.How to build a network of community support and mentoring.What impostor syndrome is and how it may be holding you back.
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules
-
Webinar
2.00 Credits
Member Price: $99
529 to Roth: who, what, when, and how SECURE Act 1.0 and the 10-year rule Roth IRA beneficiary options Where the stretch IRA really ends The new limitations for spouse IRA beneficiaries The new spouse options for spouse beneficiaries New RMD rules for Roth 401(k)s Overriding the 10-year rule for an eligible designated beneficiary How the age of death affects beneficiary options The new early distribution penalty exceptions Rollovers vs. transfers for spouse beneficiaries Qualified charitable distributions (QCDs) for owners and beneficiaries The “at least as rapidly” (ALAR) rule New reduced rate for excess accumulation penalty on RMD failures How to avoid unlimited accrual of the 6% excise tax How to avoid unlimited accrual of the 25% excise tax Clarifying the definition of disability for an exception to the 10% additional tax The new starting ages for RMDs Designated vs. eligible designated beneficiaries and their options Catch-up contributions for ages 50 and over Catch-up contributions for ages 60 to 63 When the 60-day deadline is missed When the one-per-year rollover limit is about to be broken Retaining qualifications for exceptions to the 10% additional tax
Topic 842 - Implementing Leases Workshop
-
Webinar
4.00 Credits
Member Price: $129
Accounting Yellowbook Leases Standards ASC 842
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
-
Webinar
4.00 Credits
Member Price: $129
10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives which will help you ... Create targets and objectives that align with your strategy Build engagement with your target owners Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes
K2's Case Studies in Fraud and Technology Controls - 4 Hours
-
Webinar
4.00 Credits
Member Price: $129
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim