CPE Catalog & Events
2024 Multistate Taxation - Issues and Planning Opportunities
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TBD
8.0 Credits
Member Price: $225
Multistate Business Activities Nexus and Implications State Taxable Income Business-Related Issues Formulas and Their Application Audit Defense Strategies State Specific Regulations Choice of Business Entity Interstate Commerce Clauses Domicile in relation to State Death Taxation
An Exhaustive Look At Fraud and Ways To Control It
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TBD
8.0 Credits
Member Price: $239
The major topics covered in this course include:Fraudulent acts initiated from outside organizationsWhy internal fraud occursThe importance of fighting cyber-fraudSteps that verify anti-fraud activities are working
How to Make Difficult People Disappear...Without Going to Jail
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TBD
1.0 Credits
Member Price: $39
Team dynamics Influence Organizational behavior Leadership
Leveraging Marketing Automation for Accounting Firm Growth
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TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!
Emotional Intelligence
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TBD
1.0 Credits
Member Price: $39
Emotions Relationships
2024 Performance Management - Hiring to Retiring
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TBD
1.2 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
The Controllership Series - The Role of the Controller in ESG
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TBD
1.5 Credits
Member Price: $59
Accounting Finance SG Operations
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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TBD
1.6 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Negotiation Strategy: What to do Before, During and After
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TBD
1.8 Credits
Member Price: $69
negotiation
2024 Not-for-Profit GAAP Update
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TBD
2.0 Credits
Member Price: $79
NAC CECL
2024 Tax Practice Ethical Challenges and Circular 230
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TBD
2.0 Credits
Member Price: $79
Circular 230 (IRS) rules for conducting a "best" tax practice How to avoid tax return preparation penalties Recent developments impacting today's tax practice Review of tax return preparer's registration rules Explanation of the revised AICPA Code of Professional Conduct Contingent fees
Erase the Mark: Best Practices in Penalty Abatement
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The authority of the IRS in assessing tax penalties.The types of penalties that can be removed.The process the IRS uses to evaluate penalty abatements.How to request penalty abatements.Best practices in asking for penalty abatement, including using appeals.
Surgent's Auto and Energy-Related Tax Credits
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TBD
2.0 Credits
Member Price: $99
How a purchaser of an energy-efficient clean vehicle claims a credit The energy efficient home improvement credit The Residential Clean Energy Credit The clean vehicle credit The previously owned clean vehicle credit The qualified commercial clean vehicle credit Transfers of credits to an unrelated transferee Seller report information for buyers of new and previously owned clean vehicle credits Registering a dealer for dealer reporting and Clean Vehicle Tax Credit transfers
Surgent's Critical Conversations
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TBD
2.0 Credits
Member Price: $99
High stakes conversations where the goal or outcome is paramount A Critical Conversation Worksheet to use as a tool Self-assessment of interpersonal approaches on a continuum from aggressive to silent The stories: mine and yours — are they the same? Contrast statements for ensuring a shared understanding Building confidence in conducting a Critical Conversation
The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers
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TBD
2.0 Credits
Member Price: $79
Understanding Fraud Psychology and Motivation of Fraudsters Detection and Prevention Strategies Real World Case Studies Effective Fraud Management
2024 Common Deficiencies in SSARS Engagements
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TBD
4.0 Credits
Member Price: $129
Preparation Compilation Review
2024 Creative Strategies for Buying, Selling, or Gifting a Business
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TBD
8.0 Credits
Member Price: $225
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
2024 Annual Update for Accountants & Auditors
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TBD
8.0 Credits
Member Price: $225
Leases Accounting Standards Tax Disclosures Quality Management Group Audits
ACPEN Signature 2024: Financial Statement Preparation: Compilation and Review Update
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TBD
8.0 Credits
Member Price: $250
Ethics Update Preparation Engagements Compilation Engagements Review Engagements Hot GAAP Topics New Quality Management Standards
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments
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TBD
1.0 Credits
Member Price: $39
HR Leadership Small HR Teams HR Department of One Employee Engagement Employee Experience Employee Journey