CPE Catalog & Events
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
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Webinar
2.00 Credits
Member Price: $129
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
Guide to Preparing Form 1041 for Estates and Trusts
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Webinar
4.00 Credits
Member Price: $129
Current rates and brackets Calculating a trust's AGI Filing requirements, deadlines and penalties 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity Section 643 (g) Election Taxable income of trusts, estate and beneficiaries
Tax Season Update with Steve Dilley
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Webinar
4.00 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
Leaders Eat Last. Why? - 1 Hour Session
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Webinar
1.00 Credits
Member Price: $39
Why building trust is essential How trusting relationships makes us more effective Steps to build trust
Getting SASsy - A Look at Recent Auditing Standards
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Webinar
1.00 Credits
Member Price: $39
Revised audit report layout Various auditing standards that will soon be effective Selected-procedures engagements and other attestation developments
The Controllership Series - The Controllers Role in Procurement Function
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Webinar
1.20 Credits
Member Price: $39
Accounting Finance Procurement
Mastering Communication Skills for the CPA
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Webinar
2.00 Credits
Member Price: $79
Pervasive best practices for effective communication Specific strategies for written materials Unique considerations for verbal presentations The importance of recursive revision Tips for success Pitfalls to avoid
Introduction to Yellow Book
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Webinar
2.00 Credits
Member Price: $79
AICPA Code of Professional Conduct Accounting & Auditing Yellowbook
Forgotten Managerial Accounting Tools
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Webinar
2.00 Credits
Member Price: $79
Cost-volume-profit analysis, including target profit and break-even calculations Variable costing Relevant costs and decision-making Standard costs and variances Activity-based costing Segment reporting and analysis Capital budgeting considerations Overview of Excel capabilities for supporting managerial analysis
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
The Current and Future Landscape of Audit Technology
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Webinar
2.00 Credits
Member Price: $79
AI Auditing & Accounting Yellowbook
Global IIA Standards (GIAS) Fundamentals and Domain I and II - PART 1
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Webinar
1.20 Credits
Member Price: $79
Accounting Internal Audit Internal Control GIAS Standards Internal Audit Standards
Not Just Your Everyday FASB Update
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Webinar
4.00 Credits
Member Price: $129
Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements
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.
Global Internal Audit Standards (GIAS) Domain III - Part 2
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Webinar
1.00 Credits
Member Price: $79
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
ChatGPT and Advanced Accounting Research
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The accounting research transformation: Comparing Google vs. AI methodologiesAI ecosystems and specialized models for accounting applicationsAdvanced prompt engineering techniques for financial and tax researchAI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstoresPersona priming and P&P stacking methodologies for optimal AI interactionsEthical considerations and limitations of AI in accounting researchThe compliance chess effect: AI's impact on tax planning and regulatory responseAI-driven automation for regulatory updates and compliance monitoring
Profitability Pricing: Boost your Bottom Line
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Webinar
2.00 Credits
Member Price: $79
Competitive bids Achieving target profitability
Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs
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Webinar
2.00 Credits
Member Price: $99
The new Roth SEP IRAs and Roth SIMPLE IRAs created under SECURE Act 2.0 Key factors for choosing a retirement plan for a small business Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business Key questions an advisor must ask a small business owner to help ensure compliance with applicable rules and regulations How SEP and SIMPLE IRAs benefit the small business owner How SEP and SIMPLE IRAs benefit employees of small businesses The tax benefits that help to offset the cost of employer contributions How to determine which business is eligible to adopt a SIMPLE IRA or SEP IRA How to determine which employees must be covered
Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings
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Webinar
2.00 Credits
Member Price: $99
S corporation earnings layers Observations on earnings layers S corporation basis calculation IRC 351 transactions Four loss tiers Appreciated property distributions
Staff Retention Keep the Best People
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Webinar
3.00 Credits
Member Price: $99
Remote workforce Employee retention Staff turnover