CPE Catalog & Events
2024 Not-for-Profit Accounting Update
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TBD
4.0 Credits
Member Price: $129
NAC CECL Leases
2024 Tax Season Update for Business with Steve Dilley
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TBD
4.0 Credits
Member Price: $129
Update on significant 2023-24 business tax developments related to cases and rulings Review of recent business tax provisions and legislation Depreciation changes in Section 179 and Sec. 168(k) bonus depreciation Tax issues impacting “gig” workers, including Form 1099-K The Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions
K2's 2023 Next Generation Excel Reporting
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TBD
8.0 Credits
Member Price: $225
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
Appreciation Intelligence: The New AI
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TBD
1.0 Credits
Member Price: $39
Languages of appreciation Appreciation strategies
Strategic Synergy: Unleashing HR's Impact on Business Strategy
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TBD
1.0 Credits
Member Price: $39
The Evolution of HR in Business Strategy Business Acumen for HR Professionals Strategic HR Concepts Technology and HR Alignment with Business Objectives
2024 Practical Excel Topics for the Public Accountant
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TBD
2.0 Credits
Member Price: $79
Data validation Underutilized, but powerful, formulas Formulas for manipulating, transforming, and cleansing data Formulas for data analysis Reference formulas such as =VLOOKUP Pivot tables
IRS Penalties and Abatements
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penaltiesRules on waiver of penalties and interestsVarious forms and procedures for requesting reliefFirst Time Abatement: Requirements and proceduresHow an individual taxpayer qualifies for Reasonable Cause abatementProcedures for requesting refund of paid penaltiesAvailable administrative options
Surgent's Time Management for Professionals
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TBD
2.0 Credits
Member Price: $99
Managing interruptions The role of activity logs, to-do lists and a priority matrix The psychology of time management Staying on track of your time management plan Controlling procrastination Blocking out time Creating an effective time management plan
K2's Working Remotely - The New Normal
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TBD
4.0 Credits
Member Price: $159
• Key technologies that facilitate remote work options • Cybersecurity issues impacting remote work environments • How to communicate and collaborate when working remotely
K2'S 2022 Artificial Intelligence For Accounting And Financial Professionals
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TBD
4.6 Credits
Member Price: $129
Information Technology Artificial Intelligence (AI)
Audit 104: Audit Documentation - Workpapers To Pass Review
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Proper documentation as a means of audit qualityFactors impacting the nature and extent of documentationSample workpaper index and other organization tipsUse of audit programs as means of audit documentationChecklist for self-review of workpapers and clearing review notesMultiple exercises on identifying workpaper deficiencies
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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TBD
4.0 Credits
Member Price: $159
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Consider and develop controls to stop fraud Tailor controls to the size and fit of the government or nonprofit
Coaching & Counseling - Performance Management
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TBD
1.0 Credits
Member Price: $39
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Foundations for a Strong Internal Audit Department
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TBD
2.0 Credits
Member Price: $85
Internal audit definition challenges Independence challenges Charter challenges Authority challenges Actions Reporting challenges Introduction to risk-based auditing Risk-based auditing: steps and understanding Identifying, responding and concluding on risk Independence of audit plan When management says NO
Asset Misappropriation - Let Me Count the Ways
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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
2024 AICPA Regulatory Ethics Update
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TBD
2.0 Credits
Member Price: $79
NOCLAR 529 Plans Recently Issued Interpretations
2024 Depreciation: Guide to Capitalizing Tangible Property
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TBD
2.0 Credits
Member Price: $79
Recent tax legislation, rules and developments related to capitalization and depreciation Qualified improvement property Section 179, including inflation adjustments Section 168(k) 100% bonus deduction Depreciation of automobiles, including new luxury auto limits ADS depreciation for electing farm and real estate business Update on recent developments
Persuasive Writing 2024
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TBD
2.0 Credits
Member Price: $89
• Persuasive writing • Business writing • Practice development • Marketing
The Dark Web & Cybersecurity for Tax and Accounting Pros
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Understanding the Dark WebDifferences between the Deep Web and the Dark WebPotential threats from the Dark WebCase studies of Dark Web exploitation in accountingStrategies for mitigating Dark Web threatsImplementing effective cybersecurity measuresRole of accountants in addressing Dark Web threats
2024 S Corporation Checkup: Key Tax Issues & Forms Reporting
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TBD
4.0 Credits
Member Price: $129
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculation