CPE Catalog & Events
Determining Reasonable Compensation for Owner Employees
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units
The SECURE Act 2.0 - Planning Opportunities for Individuals
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TBD
1.2 Credits
Member Price: $39
Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching
Preparing to be a Forensic Accountant - Focus on Network Forensics
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TBD
1.5 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
2024 White-Collar Crime: What Every CPA Should Know
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TBD
2.0 Credits
Member Price: $79
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
2024 Governmental Auditing Update: Yellow Book & Uniform Guidance
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TBD
4.0 Credits
Member Price: $129
2024 Compliance Supplement Uniform Guidance Quality Management Yellow Book
Real Estate Taxation 2024
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TBD
8.0 Credits
Member Price: $299
• California property taxation-updated in light of Proposition 19 passage • Qualified business income deductions [IRC Sec. 199A] • Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2] • Passive activities loss rules [IRC Sec. 469] • Real estate professional rules [IRC Sec. 469(c)(7)] • Interest expense deduction rules [IRC Sec. 163] • Home sale exclusion [IRC Sec. 121] • 1031 exchanges • Estate planning and gifting with real estate
Understanding and Creating an Internal Control System
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TBD
8.0 Credits
Member Price: $239
The major topics covered in this course include:Underlying concepts of internal controlDefining where and why controls, policies and procedures are neededLegacy control measures that are still important for businesses todayCreating control measures that address the use and protection of technology
Excel - Using Charts for a Non-Financial Audience
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this class include:Selecting the right chart type Creating dynamic chartsChoosing data to display as a chart Customizing charts with all the various chart options Printing and sharing your charts
Promoting Mental Health in the Workplace to Prevent Violence
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TBD
1.0 Credits
Member Price: $39
Mental Health Awareness
Social Media: The Bare Necessities
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TBD
1.0 Credits
Member Price: $39
Communication Social Media Marketing Publicity Public Relations Business Strategy
The Controller Function - Strategic and Annual Planning
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TBD
1.2 Credits
Member Price: $39
Accounting Finance Auditing
2023 Taking a Global View of Professional Ethics
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TBD
2.0 Credits
Member Price: $79
What is “Ethics”? Interaction between Law and Ethics Principles and Best Practices: AICPA Code of Professional Conduct IESBA Code of Ethics for Professional Accountants Case Study: Ardent Harmony Fund v. BDO Trinity
Data Extraction, Transformation, Validation the Right Data Sources for Analysis
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TBD
2.0 Credits
Member Price: $79
Understand various data types Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid
Introduction to Not-for-Profit Accounting
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TBD
2.0 Credits
Member Price: $79
Net Assets Contributions Endowments Programmatic Investments
Advanced Cost Accounting
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TBD
2.0 Credits
Member Price: $79
Occupancy costs Depreciation Utilities Supervision Maintenance Quality Control Material Handling Process Engineering Design Engineering Procurement Human Resources Information Systems Selling Costs Accounting Cost of Money Excess Capacity
Surgent's Hiring and Firing of Employees - What You Can and Cannot Do
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TBD
2.0 Credits
Member Price: $99
Employment at will—what this means in a practical sense Implied employment contracts What a prospective employer can ask about, and test for, during employment interviews Federal anti-discrimination rules applicable to hiring and firing How to fire an employee and not get sued Hiring and firing during a pandemic
Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
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TBD
2.0 Credits
Member Price: $99
Understanding the time commitment required to start and run a business Selecting a corporate structure to protect your personal assets Building your product or service Sales and marketing in your business Establishing your owners, investors, managers, and employees Accounting, recording-keeping, and other software programs Leases, contracts, and employee agreements Protecting intellectual property Insurance Business plans Financing Market position
2024 Mid-Year Individual Tax Update
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TBD
4.0 Credits
Member Price: $129
Major changes to legislation Status issues Divorce issues Death of a taxpayer issues Military issues Income and deduction planning ideas Non-resident and resident alien issues Foreign related reporting issues Cryptocurrency Compensation and fringe benefits Social Security issues Capital gains Deduction issues Kiddie Tax Various credits
ACPEN Signature 2024: Governmental Accounting & Auditing Update
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TBD
8.0 Credits
Member Price: $250
GASB Pronouncements Single Audit Issues Yellow Book Issues Audit Issues Federal Funding Challenges
Nonprofit Accounting and Financial Reporting Explained
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TBD
8.0 Credits
Member Price: $225
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures Executive summary of recent Accounting Standards Updates Overview of fair value disclosure requirements and implementation issues Discussion of issues related to donor-restricted endowment funds Classification of net assets and reclassifications Endowments, including accounting, disclosures and UPMIFA Noncascontributions Contributions received and receivable Expense recognition issues Reporting expenses by function and nature Other relevant matters unique to the nonprofit environment