CPE Catalog & Events
Closely Held Business Owner Financial Planning Opportunities 25-26
-
Webinar
2.00 Credits
Member Price: $99
Insurance planning Investment planning Business succession planning Income tax planning Practice management and marketing Retirement planning Executive compensation Estate planning
Fiduciary Taxation Part 4: Miscellaneous Topics & AMT 25-26
-
Webinar
2.00 Credits
Member Price: $99
Review the Passive Activity Rules under IRC Sec. 469 as they apply to fiduciary entities The 65-day Rule and Election Under IRC Sec. 663(b) Special Rules for Specific Bequests under IRC Sec. 663(a) Alternative Minimum Tax for Trusts & Estates AMT Bracket Rates and Exemption for Fiduciary Entities Alternative Minimum Tax Spreadsheet Approach Using AMT Problem Example with Passive Activity Loss (PAL)
Take Command of your Time
-
Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Identify time wasters and adopt strategies for eliminating themRecognize the variety of causes of procrastination and apply techniques to overcome themUse practical techniques for prioritizing workDelegation strategiesIncorporate wellness and stress management into your day in short incrementsUnderstand their energy cycles and use it to manage your scheduleLearn techniques to decrease stress in the moment (based on neuroscience)
Surgent's Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
-
Webinar
4.00 Credits
Member Price: $159
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting
Generative AI in Practice-Boost Efficiency and Profitability
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Implementing AI for accounting automationEnhancing auditing processes with AI toolsAI applications in tax complianceLeveraging AI for business advisory services
Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies
-
Webinar
4.00 Credits
Member Price: $159
Overview of ERM and how it affects all organizations What COVID-19 has taught us about risk management Risk tolerance and developing a plan Risk identification Risk analysis Risk responses Strategy risk
Promoting Mental Health in the Workplace to Prevent Violence
-
Webinar
1.00 Credits
Member Price: $39
Mental Health Awareness
Generation Intelligence: Navigating the Generational Divide
-
Webinar
1.00 Credits
Member Price: $39
Generations
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
-
Webinar
1.20 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
HR Investigations - Episode 1 - Introduction-Assessing-Planning
-
Webinar
1.00 Credits
Member Price: $39
Investigation terminology Assessment skills Investigative methodology
K2's Advanced Collaboration Solutions
-
Webinar
2.00 Credits
Member Price: $79
Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration Modern Payment Solutions: Understanding and integrating various payment options into your portal Effective Use of eSignatures: Streamlining processes and ensuring compliance Feature Checklist for Collaboration Tools: What to look for in the latest technology
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
-
Webinar
2.00 Credits
Member Price: $79
Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?
Risk Assessment Under SAS No. 145: The Key to Audit Quality?
-
Webinar
2.00 Credits
Member Price: $89
The topics that will be covered in this class include:New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability
Deep Dive into Common Auditing Deficiencies
-
Webinar
4.00 Credits
Member Price: $129
Auditing Yellowbook GAAS
Forensic Accounting: When The Office Is A Crime Scene
-
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursuedHow to advise your client in approaching an allegation of embezzlementWhat pitfalls may arise in finding the truthThe best practices to ensure that the evidence is preserved properly for potential civil or criminal actions
The Art of Accountability: Effective Strategies for Tough Conversations
-
Webinar
1.00 Credits
Member Price: $39
Leadership Conflict management Accountability Employee engagement
Listen to Lead: The HR Champion's Guide to Building an Employee Listening Strategy
-
Webinar
1.00 Credits
Member Price: $39
Employee Listening Communication Employee Experience Employee Engagement
Introduction to Forensic Data Analytics
-
Webinar
1.00 Credits
Member Price: $79
Data analytics Key fraud risk management guidance documents Data analytics frameworks Leading techniques and innovations for preventing and detecting fraud
What's Changing in Risk Assessment
-
Webinar
2.00 Credits
Member Price: $79
Auditing Yellowbook
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
-
Webinar
1.00 Credits
Member Price: $79
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid