CPE Catalog & Events
Emotional Intelligence
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Webinar
1.00 Credits
Member Price: $39
Emotions Relationships
Reasonable Compensation for S Corps
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges
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Webinar
1.00 Credits
Member Price: $39
Intentions versus results. Is using the ‘Threats Based Approach’ always the best? What is, “The clean hands rule,” and how does it apply to Ethics? Situations where Ethics is not black-and-white.
A Better Way to Choose Your KPIs
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Webinar
1.00 Credits
Member Price: $39
KPIs Performance measures Metrics
Giving Feedback that Delivers Results
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Webinar
1.20 Credits
Member Price: $39
Communicaiton Performance Reviews Feedback Management Leadership
Budgeting: Presenting and Communicating your Numbers
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Webinar
2.00 Credits
Member Price: $79
Budget defining, Budget cultures Tacticle budget issues Ideas for budget solutions and process solutions Understanding people in the budget process Communicating your budget to non financial types
Project Management: Employ Best Practices & Mindset
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:The science of project management: reporting and analytics, documentation, forecasting and scopingThe art of project management: the mindset and influencing change
Surgent's Strategies for Maximizing Social Security Benefits
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Webinar
2.00 Credits
Member Price: $99
When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent
10 Ways to Create Delighted Clients and More Referrals
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Webinar
4.00 Credits
Member Price: $129
Communicate more powerfully with clients and other CPA's by understanding human behavior • How to judge if your communication is effective in motivating someone • How to get someone to really hear you and how to really hear what someone else is “not saying.” • How to communicate so that someone will happily do what you want How to create trust and get people to like working with you – inside and outside the firm • 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 Secret techniques that super-successful communicators use • How to persuade people without them knowing they are being persuaded • How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their "magical abilities." • The three most important keys all successful communicators use How outstanding service can lead to more promotions and/or client development • The art of getting more referrals and turning referrals into clients • Why great service is better for your business in the long run • How to know what’s most important to your client or boss—so you can focus on that
2024 Financial & Tax Accounting for Partnerships & LLCs
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Webinar
4.00 Credits
Member Price: $129
Review of the Accounting Standards Codification and its application to partnerships and LLCs Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs Review of the AICPA financial reporting framework for small and medium-sized entities Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs Financial accounting issues arising from changes in ownership of partnership and LLCs Financial vs. tax accounting for partnership/LLC capital accounts Review of Section 704(b) substantial economic effect rules and their relation to financial accounting The integration of financial accounting for partnerships/LLCs with the Form 1065 Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests Deferred tax accounting for partnerships/LLCs Completion of the Form 1065 Schedule M-1 Financial accounting for the operations of a partnership/LLC
2024 Fiduciary & Tax Accounting Guide for Estates and Trusts
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Webinar
4.00 Credits
Member Price: $129
Fundamentals of fiduciary accounting Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Estates & Trusts tax bracket Form 1041 - Schedule I Filing requirements Section 645 Election Estimated taxes
Emotional Intelligence: The Critical Factor in Success
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:What is 'Emotional Intelligence'Understand emotions, your emotions and othersUtilize appropriate social skillsUnderstand the value of a timely pauseWhy should you forgive and forget?Properly managing emotionsKnow how to handle pressure and setbacks
Awful Ethical Dilemmas - Bringing it to Life, featuring J. Michael Inzina and Don Minges
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Webinar
1.00 Credits
Member Price: $39
Following the letter of the Code versus following the spirit of the Code Preparing for conflicts of interest Document your analysis of the situations Five (5) case study examples
Keys to Maintaining Objectivity and Professional Skepticism
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Webinar
2.00 Credits
Member Price: $85
Introduction to maintaining objectivity and professional skepticism Objectivity vs. independence Techniques to ensure independence How objective are you? Objectivity actions
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
Business Intelligence (BI) and Business Analytics (BA)
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Webinar
2.00 Credits
Member Price: $79
The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data Why the interest in BI and BA? The analytics continuum How BA can provide a competitive advantage The difference between BI and BA The difference between forecasting and predictive analytics Fundamentals of analytical techniques Examples for the CFO and accounting function Benefits from applying analytics The impact of artificial intelligence (AI) on the accounting profession
2024 Single Audit Update
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Review of the impact of the 2024 Compliance Supplement on Single AuditsReview of the changes to the Uniform GuidanceReview of common audit deficiencies found in Single Audits
CFO Series: Re-invigorating Your Career: Planning Your Path
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:What is a career as a professional and as a CPA?Changing technology, changes in required skills, and changing industries.What are the possibilities?Personal performance evaluations for your continuous growth.What do you want to achieve? How and when?What is your brand, and do you need one?I'm living longer; do I want to work longer?Following your career plan.
Fiduciary Accounting Part 3: Special Accounting Elections & Distributions 2024
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Webinar
2.00 Credits
Analyze a traditional fiduciary accounting situation Determine the use of the reserve for depreciation Become acquainted with the special accounting rule for business assets Review the accounting treatment of distributions from entities
Office 365 Teams App - Optimizing Your Setup & Configuration
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Defining your teams and channel structure - best practicesStep-by-step guide on how to create and manage teams and channelsHow to organize your Teams navigation panelConfiguring your notification settingsConnecting Teams to external appsUnderstanding how Teams integrates with SharePoint, OneNote and Planner appsTracking your Teams app usage analyticsArchiving and deleting Teams and related content