CPE Catalog & Events
Effective Business Writing: Cut Your Writing Time in Half and Double Your Impact
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Webinar
2.00 Credits
Member Price: $79
Identify effective writing’s key elements Learn a simple, direct, effective business writing process Edit your own and others’ documents effectively
Investments Planning in this Unprecedented Time: Is it Time to Abandon? 2023
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Webinar
2.00 Credits
Member Price: $89
• Understanding, and assessing risk and return • Investment vehicles • Designing an asset allocation portfolio in today's environment for different stages of life
Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation
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Webinar
2.00 Credits
Member Price: $99
Increase productivity and profitability Communicate better and resolve conflict Learn teamwork principles in today's changing accounting workplace Motivate yourself and your team
Understanding CPA Communication Privileges in Tax Practice 2023
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Webinar
2.00 Credits
Member Price: $89
• The Federally Authorized Tax Practitioner (FATPs) • Understanding the attorney-client privilege • The Section 7525 Statutory Privilege and Limitations • The Work-Product Doctrine and Privilege and Limitations • Kovel Engagements and Limitations
What's New in Excel
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:New features and tools in ExcelUpdates to the Excel Function Library
Surgent's Basics of the Valuation of a Closely Held Business
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Webinar
4.00 Credits
Member Price: $159
When a valuation in a closely held business would be needed Governing bodies, training, and certifications in the profession Standards and premises of value The basic approaches and methodologies used to value a business: income, market, and asset approaches Rules of thumb/industry valuation multiples: usefulness and limitations Discounts for lack of control and marketability The COVID-19 pandemic's impact on business valuation Common mistakes found in the application of business valuation approaches How the accountant can help during and after the valuation process
Surgent's Proven Controls to Steer You Clear of Fraud
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Webinar
4.00 Credits
Member Price: $159
Fraud's cost -- ACFE's Report to the Nations; Ancillary costs Why good folks go bad -- What studies indicate; Five interesting findings; Red flags Combating fraud with controls Fraud checklists
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment
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Webinar
8.00 Credits
Member Price: $225
The effect COVID-19 on a client’s total financial, estate, and asset protection plan Understanding the issues revolving around the death of a client Understanding medical issues Understanding the tax and non-tax issues in divorce Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents Understanding the support issues for spouses and former spouses Understanding support issues for children of divorced or separated parents and the tax treatment of back child support Understanding the business issues involved when the parties to a business breaks apart Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies
Happy Buyer, Happy Supplier: 5 Steps to Master Vendor Management
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Webinar
1.00 Credits
Member Price: $39
Learn how to build supplier relationships based on mutual respect for each other’s strategic goals Develop a plan to negotiate terms with critical suppliers Discover how vendor management tools and technology can forge beneficial, long-term vendor relationships
Why Auditors Fail To Detect Fraud
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Webinar
2.00 Credits
Member Price: $79
Reasons auditors fail to detect fraud Willful Ignorance SAS No. 82 Additional documentation How and who to talk to Determining the Tone At the Top How to Determining Intent If you expect it, you will see it
Advanced Management and Leadership Essentials
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Webinar
2.00 Credits
Member Price: $70
Leading Others Coaching & Developing Staff Building Leadership Communication Skills Helping the Firm Grow
Business Writing Series: 10 Principles of Effective Email 2023
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Webinar
2.00 Credits
Member Price: $89
• Email management • Email etiquette and tone • Business writing
FASB's New Lease Accounting Standard
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Webinar
2.00 Credits
Member Price: $79
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees Disclosures and transition rules Effective dates.
New Manager Series: The How To's of Leading 2023
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Webinar
2.00 Credits
Member Price: $89
• Leadership Development
Collaborative Communications: Working with Diverse Styles
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Webinar
2.50 Credits
Member Price: $89
Communications
Fiduciary Accounting for Estates and Trusts
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Webinar
4.00 Credits
Member Price: $129
10 Principles of Tax Accounting for Trust Income Entity accounting income and Form 1041 Uniform Principal and Income Act Discretionary Power to Adjust Allocations between principal and income Trust accounting Discretionary Power to Adjust
Excel - Using Charts for a Non-Financial Audience
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Selecting the right chart type Creating dynamic chartsChoosing data to display as a chart Customizing charts with all the various chart options Printing and sharing your charts
The SECURE Act 2.0 - Planning Opportunities for Individuals
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Webinar
1.20 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
Tax Reporting for Fixed Income Securities 2023
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Webinar
2.00 Credits
Member Price: $89
• History of 1099 reporting of securities interest, OID and gain/loss • Elections versus required reporting of amortization/accretion • Examples using actual 1099 forms
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