CPE Catalog & Events
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Available Until
TBD
12.00 Credits
Member Price: $219
Congressional Budget Reconciliation Process - explore how this powerful legislative tool allows Congress to fast track tax law changes and how it could be used to enact significant tax reforms in the current political climate President Trump's tax proposals - review key components of President Trump's tax agenda, including a tip income exemption, overtime pay relief, Social Security tax exemption, auto loan interest deductibility, SALT deduction modifications, a lower corporate tax rate, restoration of 100% bonus depreciation, immediate R&D expensing, and permanent extension of select TCJA provisions Potential expiration of select TCJA provisions - understand the implications for taxpayers as key provisions of the TCJA approach sunset dates Tariff policy and implementation - analyze the use of tariffs as a fiscal and trade policy tool Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Thinking beyond §163(j) -- Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Timely coverage of breaking tax legislation Selected Practice and Reporting Issues: What’s new? A review of recent cases and tax law changes and IRS guidance affecting S corporations, partnerships, limited liability companies, and limited liability partnerships Form 1099-K reporting requirements Bonus depreciation Section 174 Research & Experimental Expenditures -- guidance under Notice 2023-63 and Notice 2024-12 Decentralized Autonomous Organizations (DAOs)
An Ethical Approach to Mental Health Issues at Work
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics covered in this class include: Virtue Ethics and Mental Health Definition, Myths and Bias of Mental Health Suicide: Facts and Resources Recognizing signs of potential mental health challenges Empathy and Listening Mental Health and Generational Expectations Becoming a Mental Health Ally
Beyond the Basics: Financial Ratios You Might Be Overlooking
Available Until
TBD
1.00 Credits
Member Price: $39
The major topics that will be covered in this course include: Understanding Cost Behavior and Its Impact on Decision-Making Contribution Margin and Break-Even Analysis Margin of Safety and Its Role in Risk Management Operating Leverage and Financial Sensitivity Analyzing Asset Turnover for Operational Efficiency Cash Conversion Cycle and Working Capital Insights Free Cash Flow Yield as a Valuation Tool
Build a Data Model for Analysis in Power BI
Available Until
TBD
4.00 Credits
Member Price: $159
The major topics that will be covered in this class include: Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources. Building Relationships: Techniques to establish and manage relationships between different data sets. Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures. Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures. Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis. Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting. Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
CPA Risk Assessment Under SAS No. 145: The Key to Audit Quality?
Available Until
TBD
2.00 Credits
Member Price: $79
The topics that will be covered in this class include: New concepts due to the issuance of SAS No. 145 Revised requirement to separately assess inherent risk and control risk A new definition of significant risk New emphasis on IT controls and risk of material misstatement New guidance on maintaining professional skepticism Revised requirements to evaluate the design of certain controls Revised requirements regarding audit documentation New guidance on scalability
Creating an Ethical Work Environment
Available Until
TBD
2.00 Credits
Member Price: $79
Ethical Values and Principles Human Factors impacting ethical choices Professional and organizational responsibilities in creating an ethical work environment Tools for ethical decision making
Ethical Considerations of the New AICPA SSTS Rules
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Review of the new AICPA Statement on Standards for Tax Services Reorganization of SSTS by type of work performed Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Ethical Performance Management
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics covered in this class include: Definition and Benefits of Ethical Performance Management Setting Standards/Goal setting Preparing and Conducting the Appraisal Interview Legal Considerations in Performance Management Avoiding Rater Bias Feedback and Coaching
Ethics and Civility in the Workplace
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: What is civility and how it is tied to the bottom line? Principles of Civility Giving the Benefit of the Doubt Inclusivity Communication Review of ethical values and principles with an emphasis on: Respect Courage Compassion Honor Accountability
How AI Fits into the Accounting World
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Improve Spreadsheets by Building Controls in Excel
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Learn best practices when designing your spreadsheets How to create a proper worksheet structure Learn to use Excel's built in features to find errors How to create your custom controls to prevent and find errors Using links to quickly move to controls Using Conditional Formatting to highlight errors
Mastering Partnership Basis: Inside and Outside Basis
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Explain the use of both "inside" and "outside" basis determination. How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property. Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest. Comprehensive example to illustrate the mechanics of the basis determination process.
Mastering the Excel Lookup Functions
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: A review of the various lookup functions, beyond VLOOKUP Learn which lookup works best for your situation How to apply the many lookup functions Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively An in-depth review of the following functions: VLOOKUP / HLOOKUP XLOOKUP MATCH / INDEX XMATCH INDIRECT FILTER SORT / SORTBY UNIQUE An overview of some newer functions
Power BI - Bringing It All Together for Data Analysis
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Building a Comprehensive Workflow in Power BI: Streamline and enhance your end-to-end data processes for improved efficiency and clarity. Exploring What's Next After Creating Data Models and Measures: Understand advanced strategies to further enhance the value of your existing data models. Best Practices for Performance Optimization: Learn key tips to ensure smooth, fast, and reliable performance in your existing data models. Leveraging Your Data Model Through PowerBI.com/Power BI Services: Explore advanced functionalities of Power BI Services to make your data insights more accessible and impactful.
SEC Case Studies: Ethical Dilemmas in Finance and Accounting
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Introduction to Ethics and Ethical Dilemmas Ethical Codes and Professional Standards Fraud and the Fraud Triangle Ethical Decision-Making Models Financial Statement Manipulation Tactics Cash Flow and Key Metrics Misrepresentations
Selected Ethics Topics - 2024 - 2025
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this course include: Stay in compliance with recent ethics standards changes that impact your practice. Learn about key regulatory changes and initiatives impacting CPAs and the future of the profession. Discuss emerging issues and standard-setting activity that could affect your practice in the future. Explore practical applications of the standards and hear about common practice issues and challenges. Examples include private equity, technology, tax planning, audit quality, regulatory enforcement and standard-setting environment. Learn how failure to follow the standards can result in unwanted regulatory actions and publicity.
Tax Depreciation: Review and Update
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Recent tax legislation and developments related to capitalization Eligible property for Section 179 and Section 168(k) Discussion of the Section 179 deduction and its use to depreciate real property The Section 168(k) deduction and its use to depreciate real property Disposition of segments of real property Exchanges of tangible personal property after repeal of the like-kind exchange rules Other related topics
The Ethical Management of Conflict
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics covered in this class include: Professionalism, Conflict and Ethics Sources and approaches to conflict Managing Conflict from the Inside: Awareness of human tendencies, human emotions, and gossip Guidelines for managing conflict collaboratively
Using ChatGPT with Excel
Available Until
TBD
2.00 Credits
Member Price: $79
The major topics that will be covered in this class include: Introduction to ChatGPT and other AI (Artificial Intelligence) language models Discussion of best practices for using ChatGPT with Excel Use ChatGPT to create, debug and explain formulas Use ChatGPT to learn how to use Excel features Use ChatGPT to automate repetitive tasks in Excel Use ChatGPT to easily create macros