CPE Catalog & Events
Generative AI in Practice-Boost Efficiency and Profitability
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services
Surgent's Home Office Rules
-
Webinar
2.00 Credits
Member Price: $99
Calculating the home office deduction Actual expense method Simplified expense method Definition of a home for purposes of the home office deduction Whether working-from-home employees can claim a home office deduction What is a “separate, identifiable space?” The “regularly and exclusively used” rule Defining a “principal place of business” Meeting clients, patients, and customers More than one trade or business Special rules that apply to daycare providers Separate, free-standing structures Depreciating the home
Practical Tools and Tips to Help CPAs Manage Risk (Tax Services Focus)
-
TBD
4.00 Credits
Member Price: $159
AICPA Professional Liability Insurance Program claim data Client and engagement acceptance Engagement letters and fee management Client continuance and termination Firmwide quality control and team management Causes of loss Risk management tips to assist claim defense when providing tax and client accounting services Data security
Preparation, Compilation, and Review Engagements: Update and Review
-
Webinar
4.00 Credits
Member Price: $225
Overview of preparation, compilation and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard-setting projects
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
-
Webinar
4.00 Credits
Member Price: $159
Timely coverage of breaking tax legislation Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0 A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation Hot developments affecting the upcoming tax season Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season Key new tax and practice developments and how they impact the current-year tax forms for individuals
Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
-
Webinar
2.00 Credits
Member Price: $39
Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness
ChatGPT and Advanced Policy Manual Development for ACCTs
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Fundamentals of accounting policy manuals in traditional and AI contextsThe PRIME Method framework for AI-assisted policy developmentStrategic implementation of AI tools including ChatGPT, Claude, and CopilotInternal control and risk management policy creationAI and generative AI usage policies for accounting firmsSustainability and ESG reporting policy frameworksPredictive analytics and forecasting policy developmentRegulatory compliance considerations in AI-generated policies
Measuring Audit Risks
-
Webinar
4.00 Credits
Member Price: $99
The planning process – When it starts and when it ends Determining the audit objectives The importance of the nature, timing and extent of the audit process The importance of professional skepticism The preliminary engagement activities Documentation of audit risk Determining materiality
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement
-
Webinar
4.00 Credits
Member Price: $99
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality
Topic 842 - Implementing Leases Workshop
-
Webinar
5.00 Credits
Member Price: $129
Accounting Yellowbook Leases Standards ASC 842
Understanding Internal Control Constructs
-
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Criminal Tax: How CPAs Bring Value to Defense Attorneys
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The common weaknesses in a criminal tax investigation.The key documents to review (In a sea of thousands of documents).Crafting questions to recommend in court proceeding.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1
-
Webinar
2.00 Credits
Member Price: $39
Forensic Accounting Accounting Auditing Finance
Internal Control Best Practices
-
Webinar
3.00 Credits
Member Price: $79
Auditing Yellowbook
Business Tax Update: Recent Developments
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:2024/25 legislation impacting business taxpayersTax depreciation updateGIG workers and Form 1099-KCommercial Clean Vehicle CreditRecent business taxpayer case rulingsFINCEN Beneficial Ownership Information reporting update
Taxation of Judgements and Settlements
-
Webinar
3.40 Credits
Member Price: $79
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
Taxation of the Cannabis Industry
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Industrial hemp vs. marijuana.Income definitions under I.R.C. §61.Tax code restrictions: §280E and §471.State-specific marijuana laws.Cash management in cannabis businesses.Federal court case analysis.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
-
Webinar
2.00 Credits
Member Price: $39
Mindfulness Creative Thinking Productivity Performance Neuroscience Leadership
Addressing Misconduct
-
Webinar
2.00 Credits
Member Price: $39
Insubordination Personality and attitude problems Generalized disparaging comments Previously unaddressed conduct Misconduct due to mental condition Corrective action meetings and documentation Attendance control
AHI: The Mindful-CPA
-
Webinar
2.00 Credits
Member Price: $70
Mindfulness; Science of Neurology; Mindfulness Practice; Stress Management