CPE Catalog & Events
Managerial Accounting: Your Prescription for Better Decision
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Target profit and Break-even analysis.Relevant costs and decision-making.Standard costs and variances.Activity-based costing.Segment reporting and analysis.Budgeting.
Professional Skepticism for the Public Accountant
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Webinar
1.00 Credits
Member Price: $39
Self-evaluation of skepticism Requirements set forth by the AICPA Code of Professional Conduct Risk assessment Analytical procedures Advice for cultivating your professionally skeptical mindset
The Controllership Series - Sales, Collections and Customer Credit
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Webinar
1.50 Credits
Member Price: $59
Accounting Sales Collections
CFO & Controller Critical Skills: Budgeting & Forecasting
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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
CFO Series: Recognizing Lies: How to Detect and Prevent?
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Lies abound.Why it is so difficult to call out a liar?How do lies devastate?Why do we despise lies?What sets apart liars?Deciphering the signals that indicate dishonesty.How does short-term thinking leads to lies and uncovering lies?Analyzing the cues.Differentiating concerns and guilt.The deception paradox.What makes a great lie so great? Proven processes to uncover lies.
Auditing Standards Update & Best Practices 25-26
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Webinar
4.00 Credits
Member Price: $175
Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies Identify controls that exist, especially when those controls are not clearly identified or formalized Evaluate if those controls prevent or detect material misstatements in the financial statements Design effective audit procedures (including testing of controls where appropriate) in response to the auditor s assessed risk of the potential material misstatements in the financial statements
How Fraud Can Affect Smaller Organizations 25-26
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Webinar
4.00 Credits
Member Price: $175
The reasons for fraud Fraudulent acts that are initiated against smaller organizations Methods to stop fraud attempts against small businesses
Tax Planning for Seniors 25-26
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Webinar
4.00 Credits
Member Price: $175
Income for seniors: retirement, earnings and investments Tax Deductions: planning, bunching, strategies Planning to help family members
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Webinar
8.00 Credits
Member Price: $225
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Embracing Neurodiversity in the Workplace
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Webinar
1.00 Credits
Member Price: $39
Neurodiversity
Build Better Budgets: Fundamental Techniques
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Webinar
2.00 Credits
Member Price: $79
Advantages of budgeting The role of budgeting Master budgeting Flexible budgeting Standards and variances Capital budgeting
Taxation of Business Entities
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Webinar
2.50 Credits
Member Price: $79
Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership) Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business. Future tax considerations that will impact various business entities.
K2'S Supercharging Your Spreadsheet Collaboration
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Webinar
1.00 Credits
Member Price: $39
Collaboration methods using Microsoft Office and Microsoft 365 Ways to track changes to sheets and compare different versions of a file Tools for sharing and responding to comments among a team from within a file
Tech It to the Next Level: Slim Your Team for Max Efficiency
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:How to leverage tech and automation to fill workflow gaps, How to build a strong tech stack, and connect tools seamlessly.How one proven tech stack replaced more than half a traditional team while improving client satisfaction and reducing overhead.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides
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Webinar
2.00 Credits
Member Price: $79
Overview of ATGs Best practices for utilizing ATGs Salient provisions of selected ATGs Insights auditors may obtain from analytical procedures Nuances associated with selected industries
The Controllership Series - The Treasury Function Part 1 - Cash and Investing
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Webinar
1.00 Credits
Member Price: $79
Accounting Finance Cash Investments
IRS Cybersecurity Checklist
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Webinar
2.00 Credits
Member Price: $79
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Surgent's Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
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Webinar
2.00 Credits
Member Price: $99
Estimated taxes and deadlines Tax due dates for common returns and filings Potential penalties and interest Information return penalties Penalties applicable to pass-through entities Accuracy-related penalties First-time abatement (FTA) FTA eligible returns Reasonable cause Nexus: sales tax vs. income tax Sales tax nexus with state specific examples Remote work and sales tax nexus Income tax nexus with state-specific examples Remote work and income tax nexus Sales factor: throwback rules
Surgent's Purchase and Sale of a Residence: Critical Tax Issues
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Webinar
2.00 Credits
Member Price: $99
General rules relating to the sale of a residence under § 121 Sale of a taxpayer’s main home Qualifying for a partial exclusion of gain on the sale of a home How a taxpayer meets the residence requirement Meeting the look-back requirement Separated, divorced, and widowed taxpayers Work-related moves and unforeseeable events Inherited homes and homes received in a divorce Impact of business or rental use of home on the gain exclusion Reporting gain or loss on the sale of a home
Surgent's Resilience: The Ultimate Leadership Skill for Accountants - How to Build it in Yourself and Others
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Webinar
2.00 Credits
Member Price: $99
Bounce back from adversity and pressure Avoid giving up too soon Reframe challenges Learn resilience and transform from mistakes