CPE Catalog & Events
IRAs-Traditional, Roth, SEP & SIMPLE IRAs 2024
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Webinar
8.00 Credits
An emphasis on newly enacted tax legislation affecting IRAs., including the NEW final required minimum distribution (RMD) regulations Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans Roth IRA contribution phase-out limits, as well as tax-free qualified distributions Planning opportunities for conversions to ROTH IRAs Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation The different options of receiving IRA distributions before age 59 « and avoiding the 10% early distribution penalty (including substantially equal periodic payments) The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules
2024 The Complete Guide to the Preparation for Form 1041
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Webinar
8.00 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
Audit 403: Fraud Trends - Applying Real-Life Lessons
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and AbuseReal-life examples of fraud in nonpublic entity and nonprofit environments.Cyber-security risks of fraud
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
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Webinar
1.00 Credits
Member Price: $39
What are the signs of an ethical versus unethical organization? The need for clear policies Policies should be detailed, clear and unambiguous The importance of ‘doing the right thing when no one else is looking’ How exceptions offer opportunities to the unethical Should exceptions be allowed?
Synchronize Your Files to the Cloud with SharePoint -Updated
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Overview of the OneDrive Sync app functionalityStep-by-step review and demonstration of how to deploy this appInstalling the Sync app on your local devicesConfiguring the files and folders to synchronize toy your local deviceManage the locally stored filesBest practice tips for using the Sync app and avoiding common mistakes
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
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Webinar
2.00 Credits
Member Price: $79
Ethics Leadership
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Webinar
4.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it 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 prevent dementia and brain “fog” using specific supplements and exercise 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
2024 Fringe Benefit Planning - Today and Beyond
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Webinar
8.00 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
PowerPoint Fundamentals - Create Engaging Presentations
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Presentation design best practicesOrientation to the PowerPoint features functionsUsing templates, themes and slide layoutsStep-by-step guide to designing and creating a presentationAdding graphics, photos and other objectsPreparing for the delivery of your presentation
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 2024
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Webinar
2.00 Credits
Setting up a chart of accounts Reviewing the estate plan Distinguishing between "income" and "principal" Understanding the relationship of fiduciary accounting to fiduciary taxation
Surgent's Excel Shortcuts for Accountants
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Webinar
2.00 Credits
Member Price: $99
Explore the function that sums better than the SUM function Discover a variety of time-saving features, functions, and techniques Learn the workaround to a major Excel pitfall
Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs
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Webinar
2.00 Credits
Member Price: $99
How and why a partnership makes a 754 election The effect of the 754 election when an interest in a partnership is sold or inherited How the 754 election applies when a partnership makes a distribution of property to one or more of its partners How to make the 754 basis adjustment
Tales from the Darkside: IRS Enforcement of Cryptocurrency
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Overview of Bitcoin and cryptocurrenciesDefinition of proof of work and proof of stakeTax laws regarding cryptocurrency transactionsDefinition of common money laundering laws involving cryptocurrenciesTools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigationsReal life examples of cryptocurrency used in criminal activities
Auditing Impairment of Long-Lived Assets
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Indicators of impairmentSteps to recoverability testing for long-lived assets held and usedGrouping assets held and usedAllocating impairment loss and disclosuresTesting indefinite-lived intangibles for impairment, including goodwillValuation techniques for determining a reporting unit's fair value
Real Estate Professionals, Passive Activity and Section 199A
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Definition of a real estate professionalPros and cons of being a real estate professionalIntegration of the real estate professional rules with reporting on Form 1040, Schedule EReal estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rulesReal estate professionals and the Form 8582 (Passive Activities)How to make the "grouping" election for passive activities and the flow-through deductionSeveral real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standardsReal estate professionals and the "former passive activities" rules
AI & You
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Webinar
1.00 Credits
Member Price: $39
Leadership Future of Work Workforce Planning Change Management Technology in HR Job Redesign
The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges
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Webinar
1.00 Credits
Member Price: $39
The seven components of trust High standards, loyalty, doing the right thing, listen, empathy and accountability The value of trust How ethics relates to trust and how trust relates to ethics
The Civil Advantage: Ethics and Civility in Disquieting Times
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Webinar
2.00 Credits
Member Price: $79
civility ethics
Audit 404: Maximizing Analytic Procedure Evidence on Audits
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Financial statement analysis, and communicating insights to financial statement usersImproving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatementDeveloping plausible expectations for comparison to actual financial resultsDetecting earnings management and other risks through analytic procedures
Communication Miracles At Work and In Life - Part 1
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Webinar
4.00 Credits
Member Price: $129
1. Why people behave as they do, and how you can effectively motivate anyone to cooperate with you How to judge if your communication is effective in motivating someone How to get someone to really hear you How to communicate so that someone will happily do what you want 2. How to create trust and get people to like working with you The 3 most important keys for getting someone to feel rapport with you Why rapport is so important, and how to use it to profit in your work How to quickly solve problems with people once you have their rapport 3. How to handle difficult people Why some people are difficult to deal with, and what you can do about it How you can turn a difficult employee or customer into a powerful asset How to easily solve problems with people who are upset at you 4. Secret techniques that super-successful communicators use How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities" The three most important keys all successful communicators use