CPE Catalog & Events
Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
-
TBD
3.0 Credits
Member Price: $169
Asset sales and stock sales and their attendant results to buyers and sellers Section 1060 and using the residual method Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b) Section 338 and Section 338(h)(10) elections Allocating some of the purchase price of a business to personal goodwill Partnership distributions to retiring partners under Section 736(a) and 736(b) Consulting agreements and employment agreements as between buyers and sellers Advantages of a C corporation having Section 1202 stock
K2's Accounting Solutions And Add-Ons For Small Businesses
-
TBD
2.0 Credits
Member Price: $79
Overview of small business accounting solutions Strengths and shortfalls of various accounting and add-on solutions
Common Financial Statement Disclosures
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:General disclosures about the entity and its environmentCommon critical information useful to financial statement readers for making economic decisionsExplain results of operations through information that supplements the face financial statements
Promoting Mental Health in the Workplace to Prevent Violence
-
TBD
1.0 Credits
Member Price: $39
Mental Health Awareness
How to Make Difficult People Disappear...Without Going to Jail
-
TBD
1.0 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Appreciation Intelligence: The New AI
-
TBD
1.0 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
A Guide to Sampling - Part 1
-
TBD
2.0 Credits
Member Price: $79
Auditing Yellowbook
Audits of 401k Plans 2024
-
TBD
4.0 Credits
Member Price: $159
• SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits • Update of the changes affecting 401k plans • Compliance issues commonly encountered in 401k plan audits • Best practices for engagement planning, internal controls, risk assessment, and detailed testing • Common audit reporting and disclosure issues
The CFO Who Went to Prison
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:The importance of valuesIdentifying successEthical dilemmasMitigation strategiesCreating tools to help make better decisionsPersonal accountability strategies
Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
-
TBD
1.0 Credits
Member Price: $39
Finance IFR SLFRF Yellowbook
Multiply Your Time: Tame Your To-Do List and Fight Distractions So You Can Get The Right Things Done
-
TBD
1.0 Credits
Member Price: $39
Personal Productivity Optimizing Performance Reducing Stress Managing Time Improving Results Personal Development Self Leadership Self Awareness
Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
-
TBD
2.0 Credits
Member Price: $79
Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents
Small Business Stock Gains: Exclusion and Deferral Opportunities 2024
-
TBD
2.0 Credits
Member Price: $89
• IRC 1202-The benefit of the exclusion • IRC 1202-The requirements that must be met • IRC 1202-Limitation on the amount of the exclusion • Comparison of the IRC 1202 exclusion to making S corporation election • IRC 1045-The benefit of the deferral • IRC 1045-The requirements that must be met • The basics of Employee Stock Ownership Plans (ESOP) • IRC 1042-The benefit of the deferral • IRC 1042-The requirements that must be met
What You Can Learn From the Statement of Cash Flows
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Preparation of the statement of cash flowsImportance of identifying sources and uses of cash in financial reportingFinancial statement analysisCash-related financial statement disclosures
Mastering Rapport Skills for Fun and Profit
-
TBD
4.0 Credits
Member Price: $129
1. How to get people to like you What leads to people liking each other Why people judge you, and how to avoid negative judgments What goes on when we first meet someone How to put someone at ease 2. The Elements of Trust Why we trust someone, and how you can create trust What leads to a "special bond" How to repair "broken trust" How to establish trust in just a few minutes 3. Mastering Non-Verbal Communication Why non-verbal communication is so important How to connect with someone in a non verbal manner How to create trust and rapport through non verbal means 4. What to Say to Establish Immediate Rapport The most effective way to instant intimacy How to handle your fear of rejection How to feel immediately confident when talking to anyone How to get almost anyone to really like you through the use of questions
The Competent Accountant - Mastering the Role of the Controller/ CFO
-
TBD
4.0 Credits
Member Price: $129
Business Management Organization
K2's Accounting Automation
-
TBD
1.0 Credits
Member Price: $39
Key automation opportunities Benefits and risks associated with automation Primary tools available for automation efforts
Business Intelligence (BI) and Business Analytics (BA)
-
TBD
2.0 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
Case Study Ethics for Today's Accountant
-
TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:How to apply ethical guidance to scenarios accounting professionals may encounter in public practiceBest ethical standards to integrateAnalyze and apply the AICPA Code of Professional Conduct
Revenue Recognition Topic 606 - Identify Performance Obligations Part 1
-
TBD
1.2 Credits
Member Price: $39
Revenue Recognition Accounting