CPE Catalog & Events
Tax Season Update for Individuals with Steve Dilley
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Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:2024/25 legislative developments, cases and rulings impacting individual taxpayersChanges to Form 1040 and other related forms, worksheets and schedulesIndividual income items, itemized deductions and creditsUpdated tax rate schedule and other inflation adjusted itemsImplications for self-employed taxpayers of various legislationSection 199A changes, including use of carryforward passive activity and 199A lossesCapital gains and lossesPassive activity and hobby loss rules changes
K2's Excel Best Practices
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Webinar
8.00 Credits
Member Price: $225
Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel
Allison McLeod's Federal Tax Updates for Individuals - 8 Hour
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Webinar
8.00 Credits
Member Price: $225
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
Fundamentals of the 1040 for Junior Staff
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Webinar
8.00 Credits
Member Price: $245
Form 1040 essentials: filing requirements, due dates, and key schedules Filing status, dependency rules, and taxable income sources (wages, business income, rental income, and investments) Adjustments to income, deductions, and tax credits (standard vs. itemized deductions, Child Tax Credit, Earned Income Tax Credit, and Education Credits) Self-employment and business income taxation (Schedule C, self-employment tax, business deductions) Rental income and pass-through entity reporting (Schedule E, Schedule K-1, shareholder stock and debt basis on Form 7203) Preparer due diligence, Circular 230 compliance, and taxpayer rights IRS cybersecurity considerations and best practices for taxpayer data security Legislative updates for 2024 and potential changes in 2025
How to Audit Cash
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing CashAudit assertions, risks, and threats to the cash balanceAuditing procedures to perform
Interviewing, Onboarding and Training 101
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Webinar
1.00 Credits
Member Price: $39
Best practices on interviewing Best practices for onboarding Best practices with training
Combatting Sexual Harassment in the Workplace
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Webinar
1.00 Credits
Member Price: $39
Sexual harassment prevention Company culture
Communicate Financial Concepts to Non-Accountants
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Webinar
2.00 Credits
Member Price: $79
The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically
Mergers and Acquisitions: Complete Guide to Relevant Issues
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Webinar
2.00 Credits
Member Price: $79
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination
Using e-Signature Software to Process Agreements-Updated
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.
Construction Contractors: Auditing Considerations
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Webinar
4.00 Credits
Member Price: $225
Auditing contractor accounting and revenue from contracts with customers Planning and risk assessment for construction contractors Key internal controls Substantive procedures for long-term contractors
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
Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
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Webinar
1.00 Credits
Member Price: $39
Finance IFR SLFRF Yellowbook
Linking Risk Management to Strategy
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Webinar
1.00 Credits
Member Price: $75
Enterprise risk management Strategic planning Key challenges organizations face The finance professional's expanding role Black Swan events
Advanced Excel: Hidden Secrets and Gems
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Awareness of advanced functionsCreative methods for data manipulationUsing intellectual curiosity and professional skepticism to develop a problem-solving mentalityReal-life examples of innovative ways to analyze and report data with ExcelUsing Excel to perform e-mail mergesMany other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolboxEnhance creativity in your approach to developing Excel models
Depreciating & Expensing Business Assets
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Webinar
2.00 Credits
Member Price: $79
Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits Rev. Proc. 87-57 and MACRS ADS depreciation for electing farm and real estate business Update on recent developments
Surgent's Understanding Non-Compete Agreements
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Webinar
2.00 Credits
Member Price: $99
Review of the current legal and regulatory framework surrounding non-compete agreements Enforcement of non-compete agreements from the employer’s perspective Opposing enforcement of non-compete agreements from the employee’s perspective Understanding reasonable geographic scope and time limitations for non-compete agreements Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements
Accounting for Leases
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Webinar
1.60 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Surgent's Best Practices in Not-for-Profit Accounting and Reporting
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Webinar
4.00 Credits
Member Price: $159
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
How Fraud Can Affect Smaller Organizations
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Webinar
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses