CPE Catalog & Events
Surgent's Use the Data Model to Build More Powerful PivotTables
-
Webinar
2.00 Credits
Member Price: $99
Creating a data model/Power Pivot Building PivotTables from multiple tables Creating Measures Using named sets
Understanding the New Forms K-2 and K-3
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Introduction to Schedules K-2 and K-3Review the filing requirementsDiscuss the different parts of the schedules and what needs to be included
Al Capone to Cybercrime: The Journey of IRS Special Agents
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Becoming Conflict Competent
-
Webinar
2.00 Credits
Member Price: $89
Major topics covered in this course include:Levels of conflictStrategies to de-escalate conflictDistinction between miscommunication and conflictResponses to conflictTactics to address, rather than avoid, conflict
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
The Controllership Series - The Controllers Role in Procurement Function
-
Webinar
1.20 Credits
Member Price: $39
Accounting Finance Procurement
The Controllership Series - The Role of the Controller in ESG
-
Webinar
1.50 Credits
Member Price: $59
Accounting Finance SG Operations
Internal Controls That May Have Prevented Fraud
-
Webinar
2.00 Credits
Member Price: $79
Understand what factors allowed certain frauds to occur Recognize what internal controls may have prevented the frauds Consider application of these lessons to circumstances you encounter in your professional endeavors
AI Revolution: The Big Picture for CPAs
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of AI and its evolution in businessDeep dive into generative AI and its applicationsImpact of AI on accounting, tax and finance sectorsFuture trends and opportunities for CPAsPreparing for the AI-driven business environment
The Preparation of Form 706 - Line-by-Line
-
Webinar
3.00 Credits
Member Price: $99
Overview of Form 706 and estate tax fundamentals Gross estate valuation and inclusion rules Deductions, credits, and tax computation Portability election and its implications Filing deadlines and procedural requirements Common issues and IRS audit triggers Legislative changes affecting estate taxation
Surgent's Reasonable Suspicion
-
Webinar
1.00 Credits
Member Price: $59
The psychosocial, physiological, and behavioral aspects of drug and alcohol abuse in the workplace The impact of drug and alcohol abuse on workplace safety The possible connection between performance issues and drug or alcohol abuse The role of documentation in reasonable suspicion testing Confidentiality concerns in the testing process
Analytical Procedures: Practical Applications and Standards
-
Webinar
2.00 Credits
Member Price: $79
Analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Common Audit and Financial Reporting Deficiencies in State and Local Governments
-
Webinar
1.00 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
Introduction to Not-for-Profit Accounting
-
Webinar
2.00 Credits
Member Price: $79
Not-for-Profit Accounting Accounting & Auditing Yellowbook
Tax Depreciation: Review and Update
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Recent tax legislation and developments related to capitalizationEligible property for Section 179 and Section 168(k)Discussion of the Section 179 deduction and its use to depreciate real propertyThe Section 168(k) deduction and its use to depreciate real propertyDisposition of segments of real propertyExchanges of tangible personal property after repeal of the like-kind exchange rulesOther related topics
The Preparation of Forms 706 and 709 - Understanding the Law
-
Webinar
3.00 Credits
Member Price: $99
Legal framework of estate and gift taxation IRS regulations and compliance requirements Portability, lifetime exemption, and tax minimization strategies Case law and IRS rulings affecting estate and gift tax planning Postmortem estate planning considerations Common legal pitfalls and how to avoid them Legislative updates and policy changes from the new administration
Comprehensive Audit & SSARS Update
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:AICPA Accounting and Review Services Committee standards update and new practice aidAICPA Auditing Standards Board standards update including recent changes to the audit and attestation standardsAICPA’s new Quality Management Standards - Overview, implementation considerations, timeline, and AICPA implementation resourcesPCAOB, IAASB standard-setting agenda and potential future AICPA ASB standards changesUpdate on AICPA’s Enhancing Audit Quality InitiativeTrends in audit quality including the DOL’s audit quality studyFrequent peer review findings and practice tips for achieving high practice qualityLatest on the DOL’s audit quality study
Tax Season Update with Steve Dilley
-
Webinar
8.00 Credits
Member Price: $129
Update and integration of recent tax legislation impacting 2025 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit; Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2025 and 2026 tax rate schedule and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships
Unlocking Deep Secrets: Case Studies in Financial Analysis
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
How Culture Affects Risks
-
Webinar
1.00 Credits
Member Price: $75
Communicating core values Corporate culture built upon core values Risk awareness Behavioral-based interviewing