CPE Catalog & Events
SAS 145: Modern Risk-Based Auditing
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Webinar
2.00 Credits
Member Price: $79
Introducing SAS 145 Revisiting audit risk Risk assessment in the SAS 145 Era Analyzing SAS 145 Documentation requirements
Power Skills: Your Guide to Professionalism and Client Interactions
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Webinar
2.00 Credits
Member Price: $79
Communication Business Management
K2's Automation - Beyond The Basics With The Microsoft Power Platform
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Webinar
2.00 Credits
Member Price: $79
Explanation and demonstration of the use of a wide range of automation tools with a focus on low-code/no-code Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions Challenges and risks of automating business processes
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Webinar
4.00 Credits
Member Price: $159
AICPA’s Enhancing Audit Quality initiative Recent revisions to Quality Management standards Feedback from peer reviews, including areas driving deficiencies in audit Elements of an effective risk assessment and how to link to audit procedures performed Understanding internal controls and making the decision whether or not to test them Best practices in documentation
Surgent's Integrated Planning, Forecasting, and Budgeting for Organizational Success
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Webinar
4.00 Credits
Member Price: $159
The keys that develop a plan into an actionable document The major difference between planning and budgeting Strategic planning The business plan The people plan The marketing plan Capital and technology plans
Leading and Managing the Accounting Department
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Webinar
4.00 Credits
Member Price: $129
Accounting Leadership Management
An Exhaustive Look At Fraud and Ways To Control It
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Webinar
8.00 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
Surgent's Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms
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Webinar
8.00 Credits
Member Price: $279
Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
Retaining Talent in a Competitive Marketplace
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
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
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
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Webinar
1.00 Credits
Member Price: $39
Mental illness and depression Americans with Disabilities Act (ADA)
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Webinar
2.00 Credits
Member Price: $79
The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception
Businesses Receiving Government Assistance
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Webinar
2.00 Credits
Member Price: $79
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions
Coaching the Next Generation of CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.
Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
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Webinar
2.00 Credits
Member Price: $99
Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting Review the three levels of service Discuss technology options Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche
Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions
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Webinar
2.00 Credits
Member Price: $99
Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts
Topic 842 - Implementing Leases Workshop
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Webinar
4.00 Credits
Member Price: $129
Accounting Yellowbook Leases Standards ASC 842
Building Personal Leadership Skills
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Webinar
4.00 Credits
Member Price: $129
Leadership Personality Types Communication Uses of AI in the work place
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
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Webinar
3.00 Credits
Member Price: $129
Leadership Management
K2's Implementing Internal Controls In Quickbooks Environments
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Webinar
4.00 Credits
Member Price: $129
Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments