CPE Catalog & Events
2024 Is Activity-Based Costing the Right Tool for Your Organization?
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TBD
2.0 Credits
Member Price: $79
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
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TBD
2.0 Credits
Member Price: $99
Introduction to Form 7203 Introduction to the calculation of stock basis Introduction to the calculation of loan basis Taxable and nontaxable S corporation distributions to shareholders The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses
K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs
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TBD
4.0 Credits
Member Price: $129
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Microsoft Outlook "Must Know" Email Tips
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Using Quick Parts to streamline message composition.Eliminating inefficient back and forth appointment scheduling with the Bookings app.Using category codes and contacts to send bulk emails.Sending emails to Teams and OneNote.Organizing your inbox with custom views, rules and folders.Mastering the search tools to find emails quickly.Review of key option settings to maximize email productivity.
2024 Stand Out - How to Create a Unique Employer Brand
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TBD
1.0 Credits
Member Price: $39
Employer Brand Talent Management Future of Work Onboarding New Hires
Top Employment Tools to Protect Your Business and Recommend to Business Clients
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TBD
1.0 Credits
Member Price: $39
arbitration agreements confidentiality agreements restrictive covenants training severance agreements
2024 AICPA Regulatory Ethics Update
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TBD
2.0 Credits
Member Price: $79
NOCLAR 529 Plans Recently Issued Interpretations
Executive Presentation Presence: Speak Up, Move Up 2024
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TBD
2.0 Credits
Member Price: $89
• Constructing and delivering effective presentations • Identifying target audiences • Common communication problems • Nonverbal communication
K2's 2024 Tech Update
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TBD
2.0 Credits
Member Price: $79
AI and machine learning trends Quantum computing in finance Understanding the growing impact of blockchain and digital currencies in accounting Software and hardware innovations
K2's 2024 The ABCs of Automation With Microsoft's Power Platform
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TBD
2.0 Credits
Member Price: $79
Overview of the Power Platform and its components Review examples of business processes that may benefit the most from using automation Discussion and demonstration of its low-code/no-code app development environment
Mastering the Excel Lookup Functions
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
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TBD
2.0 Credits
Member Price: $79
Ethics Leadership
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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TBD
4.0 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 S Corporation Checkup: Key Tax Issues & Forms Reporting
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TBD
4.0 Credits
Member Price: $129
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculation
What If Your Client Didn't Take Reasonable Compensation
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Review best practices to help your client evaluate if an S election is an appropriate choiceHow to be proactive and head off common reasonable compensation issues before they happenExplore strategies for cash management if cash isn't available at year endExplore what’s at stake when reasonable compensation isn’t paid timely
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional
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TBD
4.0 Credits
Member Price: $129
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
2024 Spring Tax Update for Business with Steve Dilley
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TBD
4.0 Credits
Member Price: $129
Recent legislative developments, cases and rulings impacting various business entity taxpayers Business income, deductions and credits Section 174 R&E deduction Depreciation update: Section 179 and 168(k) Detailed discussion of the partnership and S corporation Schedule K-1 changes S Corporation and partnership update
2024 Accounting & Auditing Update for Small Businesses
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TBD
4.0 Credits
Member Price: $129
FRF for SMEs Quality Management Private Company Council
2024 Moving Beyond the Basics of Excel
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TBD
2.0 Credits
Member Price: $79
Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables
2024 Practical Excel Topics for the Public Accountant
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TBD
2.0 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