CPE Catalog & Events
Proper Financial Accounting for S Corporations
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Webinar
4.00 Credits
Member Price: $129
Deferred tax accounting for S Corporations S elections and terminations – dealing with deferred taxes Financial accounting for capital stock and retained earnings S corporation shareholders’ equity Tax vs financial accounting for Accumulated Adjustments Account Financial accounting for loans to and from S shareholders
What's Changing in A&A for Governmental Entities (2025)
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Webinar
2.00 Credits
Member Price: $149
The major topics that will be covered in this course include:A look at the GASB standards that are effective this year.GASB 100, Accounting Changes and Error Corrections.GASB 101, Compensated Absences.The impact of the 2024 Compliance Supplement on Single Audits.Changes to the Uniform Guidance.Common deficiencies found in Single Audits.
A&A Update for Nonprofits and Single Audit (2025)
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Webinar
4.00 Credits
Member Price: $239
The major topics that will be covered in this course include:• Current impacts of accounting and financial reporting on nonprofit entities • Recently released FASB standards that impact nonprofit financial reporting the most• Current issues and challenges involving Yellow Book financial statement audits• Critical considerations when performing Single Audits under OMB Uniform Guidance for Federal Awards • Important AICPA professional standard developments related to providing audit and nonaudit services to nonprofits
Surgent's Employer's Handbook: Legal, Tax, and Health Care Issues
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Webinar
8.00 Credits
Member Price: $279
Hiring and firing issues – What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more Employment contracts – An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work Employment issues in the economy – Telecommuters and other special situations Legal liability issues – Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more Fringe benefit issues – COBRA, Family and Medical Leave Act, and new developments in health care Medical plans – Who is a full-time employee?
Surgent's Industry Accountant Key Performance Metrics
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Webinar
8.00 Credits
Member Price: $279
Key tools used by businesses and financial professionals across the globe to measure performance Detailed, real-world examples of businesses utilizing these tools
K2's Small Business Accounting Solutions And Add-Ons
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Webinar
2.00 Credits
Member Price: $79
Current landscape of small business accounting software Strengths and limitations of critical solutions Effective add-ons and integrations Implementation strategies
IRS Penalties and Abatements
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Excel Essentials for Today's Accountant: How To Become an Expert in One Day
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Webinar
4.00 Credits
Member Price: $129
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Webinar
8.00 Credits
Member Price: $225
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
An Exceptional Leader C.A.R.E.S.
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Webinar
1.00 Credits
Member Price: $39
Leadership strategies to improve mental health in the workplace Self-care techniques Empowering HR
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Webinar
1.00 Credits
Member Price: $39
Appreciation Languages of appreciation Appreciation strategies
Data Analytics: Practical Insights for Today's Accountant
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Webinar
2.00 Credits
Member Price: $79
Apply new effective tools in business processes Better understand how to use data analytics in public accounting engagements Identify popular software packages that may be useful for accomplishing data analytics
State Tax Nexus: Frequently Awkward Questions
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Webinar
2.00 Credits
Member Price: $79
Frequently asked questions about income tax and sales tax nexus New developments Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources
Ethical Standards in Tax Practice: Circular 230 and Compliance
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Webinar
2.00 Credits
Member Price: $79
Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements
Form 1120S - Preparation and Analysis
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Webinar
2.00 Credits
Member Price: $79
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
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
Year-End Tax Planning: Thinking Outside the Box
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Webinar
4.00 Credits
Member Price: $129
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
Navigating IRS Authorizations: Form 2848 & Form 8821
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of IRS Power of Attorney (POA) rules.Form 2848: Authority to Represent Clients before the IRS.Form 8821: Accessing Tax Information Without Representation.Identifying errors and compliance risks in POA filings.Rules for revoking or updating POA authorizations.Managing authorizations through the CAF system.Electronic submissions and the IRS online authorization process.Ethical responsibilities when holding a POA.
Effective Governance for Nonprofit Success
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Webinar
1.00 Credits
Member Price: $39
Yellowbook Accounting and Auditing Nonprofit
The Controller Function - Strategic and Annual Planning
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Webinar
1.20 Credits
Member Price: $39
Accounting Finance Auditing