CPE Catalog & Events
Optimize Your Staff's Performance
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TBD
4.0 Credits
Member Price: $129
TBD
ProActive Response Group De-Escalation Training
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TBD
1.2 Credits
Member Price: $39
Definition of De-Escalation Recognizing Anger Situational Awareness LOWLINE Technique MR EBS Technique Posturing Controlling the Environment
Accounting & Auditing for Cryptocurrency
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TBD
1.0 Credits
Member Price: $39
Cryptocurrency Ditigal assets
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace
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TBD
1.0 Credits
Member Price: $39
Communication Leadership Character Behavior
Business Communication Essentials (Dynamic Communication in the Workplace)
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TBD
1.0 Credits
Member Price: $39
Communication Feedback Management Leadership
Benefits and Best Practices for Telework
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TBD
2.0 Credits
Member Price: $79
Business Management Hybrid work options
Addressing Common Documentation Deficiencies
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TBD
2.0 Credits
Member Price: $79
Documentation Deficiencies
K2's 2024 Ripped From The Headlines - Lessons From Interesting Tech Crimes
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TBD
2.0 Credits
Member Price: $79
Common security weaknesses that occur with hardware and software at home and in the office Malware, ransomware, data breach, and incident response tips Internal control failures which result in the theft of assets or unauthorized manipulation of data
K2's 2024 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan
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TBD
2.0 Credits
Member Price: $79
Understand the need to protect client data Learn about the required security and privacy standards Leave with a sample plan to consider your tax practice
Understanding the Form 990 and its Preparation Prerequisites
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the Form 990's design and goals in play upon the Core Form and tack-on SchedulesAddress of the definition's key factors that make a third-party organization a "related organization"Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) - or as a High 5) and understanding what is the definition and measure of "reportable compensation"Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule LApplying the definition of "business relationship" as same is used in Part VISequencing of the form's preparation tasks and who to go to for informationWorking with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators
Digging Deep with Excel Pivot Tables
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include:Data preparation and cleansingPivot table creationPivot table customizationNavigating Excel’s PivotTable Analyze tab
2024 Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
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TBD
2.0 Credits
Member Price: $79
Background of the Corporate Transparency Act Beneficial Ownership Information Reporting (BOIR) Rule Entities required to report Reporting requirements imposed by the CTA Due dates of reports Information needed to satisfy the BOIR Impact of failure to report How to submit a report Court rulings on CTA’s unconstitutionality Implications to entities as a result of the ruling in NSB Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers
K2's 2023 Best Word, Outlook, And PowerPoint Features
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TBD
4.0 Credits
Member Price: $129
Creating Word and PowerPoint documents with greater ease and efficiency Enabling critical Outlook options for improved productivity Best practices for working with Word, Outlook, and PowerPoint
Compilations, Reviews, and Audits: How They Differ
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:Review of differences of compilation, review and audit engagementsCompare and contrast major considerations of each type of engagementProvide practical tips and strategiesProfessional standards that govern each type of engagement
Transition from SSAE 16 to SSAE 18
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TBD
1.0 Credits
Member Price: $45
SSAE 18 Intent Impact of Change Subservice Organization Modifications of SSAE 18 Monitoring Risk Assessment Complimentary Controls Evidence
Power BI - OLAP Formulas & More Time Intelligent Functions
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:OLAP functions to create custom calculations on an Excel worksheetMeasures that help determine the date of your refreshed dataAdvanced time intelligent functions to create date-based measures
Cases in Corporate Ethics: Discuss Real Life Conflicts
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TBD
4.0 Credits
Member Price: $149
We introduce new case selections to this seminar every year. Past cases have included these issues:Can you protect the public interest without violating our profession's confidentiality rules?How can a corporate world CPA get in trouble with their board of accountancy?Is a culture of fear and intimidation particularly susceptible to corporate fraud?How can using the CPA credential get a corporate accountant in trouble?Is exaggerating your CPE hours a violation of our professional codes of conduct?What are your options when your employer is clearly breaking the law?Does any legislation provide effective Whistleblower protection?
Surgent's Individual and Financial-Planning Tax Camp
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TBD
8.0 Credits
Member Price: $299
Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged acccounts Recent case law, as applicable Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Surgent's Securing a Comfortable Retirement in the Age of Spending
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TBD
8.0 Credits
Member Price: $279
Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client Using the residence and other real estate as retirement assets through equity and rent Using the small business as a retirement resource through creative retirement plans Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement The three-legged retirement stool of employer retirement, savings, and Social Security Distribution/asset liquidation planning Analysis of the most current/important research on retirement planning and sustaining retirement income levels
Surgent's Single Auditing Made Simple
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TBD
8.0 Credits
Member Price: $279
The key requirements and responsibilities related to the schedule of expenditures of federal awards and the determination of major programs The processes of determining the direct and material compliance requirements, obtaining an understanding of and testing the related internal controls, and performing compliance testing The development and reporting of findings in the schedule of findings and questioned costs Additional performance and reporting responsibilities