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CPE Catalog & Events

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Keeping your Clients out of IRS Jail

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Overview of available technology and resources to help provide attendees tools to assist their clients minimize exposure to tax audit issues. The focus of the IRS is during audits, record-keeping and vital conversations to have with your clients.

Moving Beyond the Basics of Excel

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Webinar

2.00 Credits

Member Price: $79

Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis

Surgent's Controllership Skills Update: Risk Management

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Webinar

2.00 Credits

Member Price: $99

Rethinking Risk Management: Historic view Challenges Rules Recent lessons Required skills Sources of Risk: Economy Competitors Operations Investments Strategy Compensation Routine practices Unethical behavior. Enterprise Risk Management (ERM): Defining ERM Areas of focus Implementation Planning for disasters Business continuity Contingencies Analytical Tools: Post-completion evaluations Simulation Z-score Hedging Brainstorming Mind mapping Delphi technique

Guide to Deducting Travel, Meals and Entertainment Expenses

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Webinar

4.00 Credits

Member Price: $129

Recent tax legislation, rules and developments impacting travel and meals expense reporting Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses Reporting travel expenses: travel status, simplified per diem 9 exceptions to Section 274 Business meals: IRS Notice 2018-76 2023 mileage and per diem rates

Related Organizations - Everything You Need to Know

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Webinar

2.50 Credits

Member Price: $89

The major topics covered in this class include:The reach of "parent-subsidiary" and "sibling" status when the party who is the subject of "control" is a nonprofit/nonstock entity [note this applies both to ascertaining whether the filer is "controlled by" a related organization OR itself "controls" another nonstock entity]Understanding what is considered "control" when a potential related organization is: a stock corporation versus a partnership or an LLC taxed as a partnership versus a trustThe challenges of both finding "directly-controlled" related organizations versus imputing related organization status through "indirect control" The two automatic status categories of related organizations: supporting organization connections (one entity being a 501(c)(3) with 509(a)(3) sub-classification from connection to another entity) and VEBA-unique categoriesOverview information sought on Schedule R's Parts II-IV once the presence of one or more related organizations is ascertainedSchedule R Part V disclosure demands when a related organization is a "controlled entity" under, and thus subject to, Code section 512(b)(13)'s UBIT-reachOverview of the Schedule R Part V disclosure requirements for 501(c)(3) filers who have a related organization itself recognized as tax-exempt under 501(c)(x) other than 501(c)(3)

Critical Thinking Masterclass

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Cognitive biasConducting a "thinking audit"MetathinkingProfessional skepticismDecision mappingHabit replacementEmotional intelligenceMemory enhancement

Forensic Accounting: When The Office Is A Crime Scene

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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

Advanced Topics in a Single Audit

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Webinar

8.00 Credits

Member Price: $260

Planning the compliance audit and other risk assessment considerations, Required elements of the SEFA, Major program determination process, including the considerations of, clusters, loans, and loan guarantees, Considerations when assessing and evaluating internal controls over compliance, Evaluating and reporting on applicable compliance requirements related to compliance testing, Considerations of pass-through entities and subrecipients, Audit sampling in a compliance audit, Advanced audit reporting issues

K2's QuickBooks for Accountants

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Webinar

8.00 Credits

Member Price: $299

• New features in QuickBooks Desktop and Online • Enhancing internal controls in QuickBooks-based environments • Improving financial and operational reporting when using QuickBooks and QuickBooks Online • Best practices for setting up companies

Google Sheets for Accountants

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:What is Google Sheets?Key Set Up Steps and AppsKey Strengths and WeaknessesGoogle Sheets vs. Microsoft ExcelGoogle Sheets VersionsQuick Start GuideThings You Can do in Google Sheets that You Can't Do in ExcelGoogle Sheets Add-OnsGoogle Sheets Help Resources

Taxation of Business Entities

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)Considerations in choosing a business entity, including:taxeslimited liability protectionmanagement and controlfunding options and opportunitiestax consequences for the owners and the businessFuture tax considerations that will impact various business entities

Audit 102: Professional Skepticism - Finding Fraud and Error

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The importance of professional skepticism, especially when performing audit or other attest servicesSpecific fraud responsibilities in a financial statement auditThe varying levels of persuasiveness of evidence to support assurance conclusions or opinions

Practical Excel Topics for the Public Accountant

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Webinar

2.00 Credits

Member Price: $79

Data validation Underutilized, but powerful, formulas Formulas for manipulating, transforming, and cleansing data Formulas for data analysis Reference formulas such as =VLOOKUP Pivot tables; Solver as a tool for performing multivariate analysis

Guide to Preparing Form 1041 for Estates and Trusts

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Webinar

4.00 Credits

Member Price: $129

Current rates and brackets Calculating a trust's AGI 3.8% Medicare surtax on net investment income (NII) Simple vs. complex trusts Grantor Trusts: Four options to report activity

Consideration of Fraud in a Financial Statement Audit

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The auditor's responsibilities for fraud when performing an audit as contained in AU-C 240, Consideration of Fraud in a Financial Statement AuditReviewing the components of the fraud triangleA Fraud Prevention Checklist to be used by auditors and shared with their clientsA review of how selected fraud were uncovered in small and medium size entities, including for-profit organizations, not-for-profit organizations, and governmental entitiesOther important matters covered in AU-C 240

The Next Step Series: Avoiding Ulcers in the "New Abnormal World"

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Webinar

1.00 Credits

Member Price: $71

Attendees will examine how change affects critical thinking, how it can create opportunities for fraud, and how it hurts a high-performing culture. Then, we will review tools that have a positive effect on anticipating change and maintaining an adaptive mindset into the future. Finally, we will strategize how to break negative communication and conflict patterns that can damage high-performing teams. The overall goal is an adaptable, resilient workforce that is comfortable with continuous change, and a personal style of behavioral flexibility. Specific case studies are shared that reinforce the learning objectives.

Surgent's Controllership Skills Update - Budgeting, Forecasting, and Big Data

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Webinar

2.00 Credits

Member Price: $99

Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements Big data: definition, challenges, goals, current uses/examples, sources of information Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards

Coping With the Growth of Online Fraud

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Webinar

4.00 Credits

Member Price: $149

The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk

Sales and Government Investigations, Part 2

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:How government investigations for white-collar crimes beginHow investigators and prosecutors build cases against salespeopleDifferences between witnesses, subjects, and targetsCivil versus criminal allegations and proceedingsCosts associated with a government investigationCollateral consequences of a criminal chargeUnderstanding role of defense attorneysDifferentiators between challenges in business and allegations of wrongdoingInfluence on financial loss amounts and sentencingLowering risk levels for government investigations or allegations of white-collar crime

Retirement Planning: IRAs

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this class include:IRA Types & Basic Requirements MAGI Thresholds for Traditional & Roth IRA's IRA Distributions Handling Coronavirus Distributions Handling Roth IRA Distributions Required Minimum Distributions Qualified Charitable Distributions (QCD's)