CPE Catalog & Events
Audit 303: Internal Controls - Required Communications
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:The required communication of internal control matters noted on an auditEvaluating the severity of identified deficiencies, including consideration of qualitative considerationsImportance of placing a priority on being a value-added business advisorAnticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or complianceComponents of a well-written internal control commentBetter writing tips and techniques
Accounting and Auditing for the Construction Industry 2024
-
TBD
4.0 Credits
Member Price: $159
• Illustrative computations for revenue recognition • Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry • Application of "risk-based" audit model to contractors • The "Lookback" analysis and the contractor's estimating reliability • Practical approach to auditing contracts completed and in progress • Numerous computations and alternative approaches
How to Review Financial Statements 2024
-
TBD
4.0 Credits
Member Price: $159
• Practice reviewing financial statements • Financial statement case studies
ChatGPT Bootcamp for CPAs with John Higgins
-
TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Review the history of ChatGPTTour of the ChatGPT app and how to use itSetting up a ChatGPT account (free & premium)Variety of hands-on case study examples for accounting, finance and taxA look under the hood at how ChatGPT worksCaution - how to avoid risks in using ChatGPTA look into the future potential for AI in business
2024 The Complete Guide to the Preparation for Form 1041
-
TBD
8.0 Credits
Member Price: $225
Form 1041 Preparation Decedent's Estate Issues Trust-Specific Challenges Subchapter J Fundamentals Compliance Strategies Case Study Analysis
Top 10 Payroll Questions You Didn't Even Know You Had
-
TBD
1.0 Credits
Member Price: $55
The major topics in this class include:Questions and answers for 10 of the most commonly asked questions employers and business owners have about payrollPayroll taxes and payroll return requirements for employersPayroll-related requirements affecting employers, including overtime and bonus withholding.Federal and state requirements related to common payroll issues, including pay stub and pay frequency.Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies.
Valuing Cannabis 2.0: Unique Marijuana Appraisal Challenges
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Updates to incorporate new and emerging data sources and industry trends in the value proposition for marijuana businessesReview of fundamental valuation concepts and methodsDiscussion of the value of license rights and related intellectual propertyUseful topics for practitioners and owner/operators involved in purchase price allocation work, economic damage assessments, estate planning and merger acquisition
Take Your PowerPoint From Mess to Success
-
TBD
1.0 Credits
Member Price: $39
Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts
Coaching & Counseling - Performance Management
-
TBD
1.0 Credits
Member Price: $39
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Asset Misappropriation - Let Me Count the Ways
-
TBD
2.0 Credits
Member Price: $79
Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there
Introduction to Yellow Book
-
TBD
2.0 Credits
Member Price: $79
GAGAS Yellow Book Independence
Cybersecurity Fundamentals for CPAs
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Top cloud security threats and how to protect against themData security best practices and how to implement themTypes of cloud services and how to choose a good vendorEffective password management and multi-factor authentication for accountsHome network and device security practices
2024 Not-for-Profit Accounting & Auditing Update
-
TBD
4.0 Credits
Member Price: $129
CECL NAC Independence
2024 Fringe Benefit Planning - Today and Beyond
-
TBD
8.0 Credits
Member Price: $225
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
Appreciation Intelligence: The New AI
-
TBD
1.0 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
Documentation Methods for Internal Control Processes
-
TBD
2.0 Credits
Member Price: $85
Introduction to Proper Documentation Responsibilities for Internal Control Exploring What to Document Documentation Types, Flowcharts, & Narratives Policy and Procedures and IC Questions Risk Control Matrices Establishing A Defined Documentation Process Flow Chart Symbols Other Documentation Maturity Model & Issue Tracker Other Documentation Testing Processes Other Documentation Internal Audit Formal Reports & Summary Proper Documentation
Asset Protection 2024
-
TBD
2.0 Credits
Member Price: $89
• Planning aspects • Legal theories • Protecting assets • Planning before and after lawsuits • Using business entities, including domestic and foreign corporations, LLCs and LPs • Planning for married couples and community property • Picking correct entities and jurisdictions • Domestic and foreign asset protection trusts
Leases: Lessee-Topic 842-20 2024
-
TBD
2.0 Credits
Member Price: $89
• FASB ASC 842, Leases • All recently released updates to ASC 842, Leases
Mental Models for CPAs: How to Use Cognitive Frameworks
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Introduction to mental modelsExamples of mental models and their applications in behavioral ethicsBuilding a latticework of mental modelsLimitations of mental modelsHow to apply mental models to the accounting professionCase studies demonstrating the use of mental models in financial decision-makingStrategies for continuing to learn and expand your mental model toolkit
Surgent's Taking Advantage of Like-Kind Exchanges
-
TBD
2.0 Credits
Member Price: $99
Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824