CPE Catalog & Events
Business Losses: Going Backward and Forward
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Webinar
2.00 Credits
Member Price: $79
Recent legislative developments for deducting business losses TCJA net operating losses rules of §461(l) §163(j) Business Interest Expense Limitations of deducting losses and basis What is the “quickie” refund; Section 465 At-Risk amount Section 469 Passive Activity Loss rules
Hot Topics Audit & Attest Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Recent quality improvements to the SASs and SSARsOther matters that should be on your radar
Surgent's Artificial Intelligence for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $99
What is artificial intelligence? What are the different forms of artificial intelligence? The difference between artificial intelligence and machine learning The types of problems artificial intelligence can solve The role of algorithms How artificial intelligence will affect accounting and finance careers Data governance, security, and privacy How accounting firms are using AI today The role of artificial intelligence in asset management
Surgent's Home Office Rules
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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
Treasury Circular 230 for EAs and Other Tax Preparers
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Webinar
2.20 Credits
Member Price: $79
Circular 230 Conflicts of interest Loving case RTRP Other Ethical Issues Fees Qualifying continuing education
Financial Statement Analysis
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Webinar
4.00 Credits
Member Price: $129
Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
The Untold LinkedIn Hyper-Growth Story
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Webinar
1.00 Credits
Member Price: $39
Talent Business Growth People Strategy Culture Communication Trust Strategy
Internal Control Fundamentals
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Webinar
2.00 Credits
Member Price: $79
COSO Yellowbook Auditing
International Tax Treaties
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Webinar
2.00 Credits
Member Price: $79
Tax treaties Tax impact of cross-border transactions
The AB5s of Employees and Independent Contractors
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Webinar
2.00 Credits
Member Price: $79
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
Entertainment, Meals & Travel Expenses: Review and Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of what qualifies as an entertainment expenseStrategies to deduct business entertainment expensesDeductibility of mealsSituations not subject to the 50% meals and entertainment reductionHow to handle automobile issues related to employer-provided parkingProper accounting for deductible vs. non-deductible expendituresThe four steps to analyze business expensesThe latest federal legislation, cases and rulings
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
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Webinar
1.00 Credits
Member Price: $39
Mindfulness Creative Thinking Productivity Performance Neuroscience Leadership
Performance Management
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Webinar
1.00 Credits
Member Price: $39
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals
Behind the Curtain: Exploring IRS Audit Technique Guides
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries
Side-Hustle CFO
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The systems you need to start your own advisory service.Information on how to package, price and market your business.Transforming accounting knowledge into expertise you can sell.
Business Tax Update for Industry
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Webinar
2.00 Credits
Member Price: $79
“Tax-mageddon” – the all-important impending expiration/extension/renewal of the TCJA Other recent Federal legislative, rules and tax developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Latest legislative, judicial, and IRS developments
Topic 842 - Implementing Leases Workshop
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Webinar
4.00 Credits
Member Price: $129
Accounting Yellowbook Leases Standards ASC 842
Understanding the Tax Implications of Retirement Plan Distributions
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Webinar
1.00 Credits
Member Price: $29
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
SAS 145 - Risk Assessment
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Webinar
1.00 Credits
Member Price: $39
SAS 145 Yellowbook Auditing
Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization
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Webinar
1.00 Credits
Member Price: $39
Creative Thinking Productivity Neurodiversity Inclusion Employee Retention