CPE Catalog & Events
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers
-
Webinar
2.00 Credits
Member Price: $79
Understanding Fraud Psychology and Motivation of Fraudsters Detection and Prevention Strategies Real World Case Studies Effective Fraud Management
Just Ask Why - Searching for Answers: Generating Solutions
-
Webinar
4.00 Credits
Member Price: $129
The basic benefits of why The 5-15 report Curiosity and creativity
K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know
-
Webinar
8.00 Credits
Member Price: $225
Understanding the Microsoft 365/Office 365 subscription model Working with vital 365-based apps and services Using Teams as your primary collaboration tool Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Surgent's Key Partnership and S Corporation Tax Planning Strategies
-
Webinar
4.00 Credits
Member Price: $159
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
Surgent's The Most Critical Challenges in Governmental Accounting Today
-
Webinar
4.00 Credits
Member Price: $159
The 2024 implementation of GASB No. 100 on accounting changes and error corrections The end of 2024 application of GASB No. 101 addressing compensated absences Additional recently issued GASB standards and projects
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
-
Webinar
1.00 Credits
Member Price: $39
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
Small Firm Update
-
Webinar
0.00 Credits
Small firm finance trends Common pitfalls Best practices used across the country Q&A session
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
-
Webinar
2.20 Credits
Member Price: $79
Recognize the variety of ChatGPT uses in accounting. Determine how to use ChatGPT. Identify how ChatGPT improves customer, vendor, and industry research. Recognize how ChatGPT aids in financial benchmarking. Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
Accounting for Digital Assets Under U.S. GAAP, Part III
-
Webinar
2.00 Credits
Member Price: $118
How to recognize a derivative or embedded derivative in a digital asset transaction How to determine if a derivative or embedded derivative meets the net settlement criterion Understand the financial statement impact and disclosure considerations related to derivatives and embedded derivatives How the mining process is used to validate transactions How revenue is recognized by mining entities.
Audit 206: Analytical Procedures - Audit Fundamentals
-
Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Identifying risk of material misstatement through preliminary analytic review proceduresEnsuring sufficient appropriate audit evidence is gathered through final overall analytic reviewEstablishing expectations for analytic proceduresProperly designing, documenting and evaluating the results of substantive analytic review proceduresDisaggregating substantive analytics for stronger resultsFactors impacting the design of substantive analytic proceduresCommon pitfalls in performing substantive analytic procedures
Surgent's Engagement and Client Retention Best Practices
-
Webinar
2.00 Credits
Member Price: $119
Managing client expectations How automation improves client engagement Understanding the role of feedback systems Seeking referrals Building client loyalty Customer retention marketing Expanding services offered to clients Knowing when it is appropriate to enter new markets
2024 Financial Statement Analysis
-
Webinar
4.00 Credits
Member Price: $129
Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors
2024 Year-End Tax Planning: Thinking Outside the Box
-
Webinar
4.00 Credits
Member Price: $129
Discuss the most recent tax legislation, rulings and developments Section 163(j) interest expense deduction New 21% corporate tax rate Medicare tax on high income wages and SE income Tax provision and extensions Timing income and deductions Alternative minimum tax (AMT) issues
2024 Not-for-Profit GAAP Update
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Accounting Standard Updates issued by the FASB.Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
SECURE Act 2.0: What You Need to Know
-
Webinar
1.00 Credits
Member Price: $39
Expanding Automatic Enrollment in Retirement Plans Increased Age for RMDs Higher Catch-up Contribution Limit Emergency Expense Penalty-Free Withdrawals “Starter” 401(k)s for Certain Employers Part-time Worker Improved Coverage
2024 Resolving Ethical Dilemmas-You Make the Call
-
Webinar
1.50 Credits
Member Price: $59
Ethical frameworks Threats and safeguards to objectivity and independence
2024 I want the TRUTH: Preparing to be an Expert Witness
-
Webinar
2.00 Credits
Member Price: $79
Rules of civil and criminal procedure Applicable standards Testifying basics Cross-examination techniques
Form 1120S - Preparation and Analysis
-
Webinar
2.00 Credits
Member Price: $79
Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses. Shareholder Basis: Understanding the shareholder’s basis in the S corporation, how to calculate it, and the impact of distributions on the basis. Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3 Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations
The Power of a Good Story!
-
Webinar
4.00 Credits
Member Price: $129
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
K2's 2023 Microsoft Teams
-
Webinar
4.00 Credits
Member Price: $129
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization