CPE Catalog & Events
Common Sense CFO: Decoding and Mitigating Internal and External Risks
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Webinar
2.00 Credits
Member Price: $79
Defining risk as it impacts organizations Understanding external and internal risks Examples of these risks How do we identify and assess? What can be done about the risks? Developing a risk mitigation strategy Monitoring and mitigating risk
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them
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Webinar
4.00 Credits
Member Price: $129
Diagnosing problems with existing performance targets and incentives Designing performance targets (that work in the real world) Designing incentives the drive the intended behaviours and outcomes Avoiding common mistakes, problems and pitfalls with performance targets and incentives
Al Capone to Cybercrime: The Journey of IRS Special Agents
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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.
ACPEN Signature 2025- Small Business: Hot Tax Issues Today
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Webinar
8.00 Credits
Member Price: $250
Legislative update on expiring tax provisions affecting small businesses; Legislative update on new tax provisions impacting small businesses; Communications with the IRS; Tax audits of small businesses; Judicial update on self-employment tax litigation on self-employment taxes of partners and LLC members. Worker verification requirements and penalties---old and new. Tax planning opportunities—old and new.
ACPEN Signature 2025: Accounting & Auditing Update
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Webinar
3.00 Credits
Member Price: $250
FASB Statements and Interpretations Statements on Auditing Standards and Statements on Quality Management Standards Ethics Interpretations
K2'S Supercharging Your Spreadsheet Collaboration
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Webinar
1.00 Credits
Member Price: $39
Collaboration methods using Microsoft Office and Microsoft 365 Ways to track changes to sheets and compare different versions of a file Tools for sharing and responding to comments among a team from within a file
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
Preparing to be a Forensic Accountant - Focus on Digital Forensics
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Webinar
1.80 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Benefits and Best Practices for Telework
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Webinar
2.00 Credits
Member Price: $79
Communication Business Management
PowerPoint: Tips & Tricks for Today's Accountant
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Webinar
2.00 Credits
Member Price: $79
Exploration of tabs within PowerPoint’s ribbon Initial creation of a slide deck Using slide masters Utilization of external content SmartArt Alignments and layouts Tips and tricks for efficiency Best practices for effective presentation delivery Other creative uses for PowerPoint
Real Estate Professionals: Passive Activity Rules
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Webinar
2.00 Credits
Member Price: $79
Definition, pros and cons of being a real estate professional Integration of the real estate professional rules with reporting on Form 1040, Schedule E Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040 How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules
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
Individual Tax Update: Recent Developments
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:2025 Tax Provision SunsetsResidential Energy CreditVirtual currency reporting and Form 1099-DAStudent loansRecent individual taxpayer case rulings
Surgent's A Guide to Gig Economy Tax Issues
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Webinar
2.00 Credits
Member Price: $99
Characteristics of a gig economy Who is an employee and who is an independent contractor? Form 1099-NEC and reporting of non-employee compensation Reporting on Form 1099-K Gig workers and the requirement to pay self-employment tax throughout the year State tax implications of remote work for the business owner and workers How remote work creates state tax nexus Tax implications of employee telecommuting for the employer The “convenience of the employer” rule Drivers of both people and of meals or other products Section 199A deduction Implications of the Vizcaino case
Surgent's The Essential Multistate Tax Update
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Webinar
4.00 Credits
Member Price: $159
Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax
Surgent's Update on the AICPA's New Ethics and Quality Control Standards
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Webinar
4.00 Credits
Member Price: $159
Proposed and recently enacted updates to the AICPA’s Code of Professional Conduct Proposed Quality Management standards and related SAS Professional responsibilities in this new era Best practices for implementing an effective system of quality management
The Radar Phenomenon
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Webinar
1.00 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
Generation Intelligence: Navigating the Generational Divide
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Webinar
1.00 Credits
Member Price: $39
Generations
The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs
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Webinar
2.00 Credits
Member Price: $79
AI Evolution: How has AI evolved and where does it stand today Generative AI: What exactly is & generative AI; and how is it different AI Limitations: What AI can't, shouldn't or won't do AI Applications: How can I practically use AI right now AI Ethics: What are the ethical implications of incorporating AI in my work
Current Fraud Trends - Nonprofit and Government Entities
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Webinar
2.00 Credits
Member Price: $79
Best practices for fraud prevention and detection Common fraud schemes in nonprofit and government entities including cash misappropriation, payroll fraud, vendor fraud, falsified billings, improper use of credit cards or purchase cards, the redirection of cash and non-cash contributions, personal use of assets, the redirection of grant benefits, other grant related fraud, travel and expense reporting fraud