CPE Catalog & Events
The Controller Function - Elevating the Role
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Webinar
1.50 Credits
Member Price: $59
Accounting Finance Auditing Business Development
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
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Webinar
4.00 Credits
Member Price: $129
How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges
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Webinar
1.00 Credits
Member Price: $39
Be careful of; Whom you trust, and What you easily dismiss. Beware of our internal biases. What are your biases? The need to consider situations from multiple perspectives.
Power, Influence, and Ethics
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Webinar
2.00 Credits
Member Price: $79
The two sides of leadership Practices that build and destroy an organization’s value and spirit Toxic leader characteristics Four sources of leadership power Push vs. pull leadership styles Six 'Rules of Influence' that cause one person to say 'yes' to another person Ways to defend ourselves against toxic leaders How to use corporate politics to our advantage and still do the right thing
The Civil Advantage: Ethics and Civility in Disquieting Times
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Webinar
2.00 Credits
Member Price: $79
civility ethics
2024 Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
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Webinar
2.00 Credits
Member Price: $79
Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications to entities as a result of the ruling in NSB Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers
Everything There is to Know About Summonsing
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The ingredients that make up an IRS summons.The IRS' legal authority to summons.How to comply with a summons.Whether to appear in response with your client or not.Common errors the IRS can make that will invalidate a summons.Following DOJ summons referral process; all based on an actual case.
2024 Analytical Procedures: Practical Applications and Standards
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Webinar
2.00 Credits
Member Price: $79
Discussion of analytical procedures in audit and review engagements Practical examples and illustrations of analytical procedures The order of operations for accomplishing analytical procedures
Fraud Risk Management
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Webinar
2.00 Credits
Member Price: $79
Fraud risk management Fraud risk assessments Data analytics Fraud risk management tools
Communicating Financial Information to Non-Accountants
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Webinar
2.00 Credits
Member Price: $89
The math literacy barrierThe financial literacy barrierWhat to say and how to say itCommunicating ideas graphically
Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate
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Webinar
3.00 Credits
Member Price: $169
The federal transfer tax exemption for 2023 and 2024 What constitutes a valid will Common trust vehicles often used to safeguard assets Consequences of intestacy How to transfer property outside of a will Legal treatment of marital property Transfer of IRAs and retirement plans Probate generally and probate for property held outside of the state of decedent’s residence When an estate tax return should be filed Portability of the Deceased Spousal Unused Exclusion (DSUE) amount
Surgent's Buying and Selling a Business: Tax and Structuring Overview
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Webinar
4.00 Credits
Member Price: $159
An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
Surgent's Essential Depreciation and Expensing Update
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Webinar
4.00 Credits
Member Price: $159
Resolved technical glitches for qualified improvement property Detailed coverage of §179 expense elections and §168(k) bonus or additional first-year depreciation – how to maximize them, definitions, limitations, qualified property, etc. Sale of property and the depreciation recapture rules (§1245, §1250, unrecaptured §1250 gain for real estate, §291 for corporations) MACRS depreciation – finding the proper method, convention, and recovery period Listed property and the current limitations Amortization of start-up, organization, and other expenditures AMT depreciation adjustments and how to avoid them Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities
Planning for Small Business Success
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Webinar
4.00 Credits
Member Price: $129
The integrated planning model The strategic plan Linkage with Performance Based Management Tracking success Real world examples
ChatGPT Bootcamp for CPAs with John Higgins
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations
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Webinar
4.00 Credits
Member Price: $213
Types of contractors Non-revenue GAAP accounting for contractors Contractor financial statements Sureties and their place in the construction relationship
2024 Annual Update for Not-for-Profit Accountants & Auditors
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:The Not-for-Profit Advisory Committee (NAC).Accounting Standards Updates (ASUs).Year 2 considerations of the leases standard.Common nonprofit deficiencies identified in peer review.What's going on at the AICPA.
Surgent's Individual and Financial-Planning Tax Camp
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Webinar
8.00 Credits
Member Price: $299
Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged acccounts Recent case law, as applicable Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Are Those Independent Contractors Really Independent Contractors?
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Webinar
1.00 Credits
Member Price: $39
Classification of workers as employees or independent contractors
The Controllership Series - The Future Role of the Controller Part 2
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Webinar
1.50 Credits
Member Price: $59
Accounting and Finance