CPE Catalog & Events
Surgent's The Complete Guide to Payroll Taxes and 1099 Issues
-
TBD
8.0 Credits
Member Price: $279
Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding Statutory employees, independent contractors, and possible changes to §530 relief Penalties -- Who is a responsible person? Expenses and gross-up calculations Pension issues and payroll taxes including SIMPLE plans, and §401(k) and pension distributions The Electronic Federal Tax Payment System (EFTPS) Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940 Understanding payroll tax responsibilities in the gig economy
The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences
-
TBD
1.0 Credits
Member Price: $39
The high volume of ethical decisions we face every day The true value of paying attention Understanding how each decision we make will have consequences Are you prepared for the consequences?
The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories
-
TBD
1.0 Credits
Member Price: $39
Understanding how to make ethical choices How to solve problems compassionately Dealing with bad behavior Learning from real world situations
Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain
-
TBD
1.2 Credits
Member Price: $39
Health and Wellness Burnout Stress Management Employee Engagement
How Prevalent Is Retaliation Within Your Culture?
-
TBD
1.0 Credits
Member Price: $39
Retaliation protections Speak up culture Ethical culture
The Ethics Hour: Ethics in the Real World
-
TBD
1.0 Credits
Member Price: $39
The difficult trade-offs in making choices Functioning in the ‘gray’ areas The value of trust Consequences of ‘short-term it-is’ How lack of accountability can lead to ethical issues
Addressing Common Documentation Deficiencies
-
TBD
2.0 Credits
Member Price: $79
AU-C 230 Auditing Yellowbook
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
-
TBD
2.0 Credits
Member Price: $79
Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?
How to Audit Inventory
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Auditing Inventory.Related Audit assertions, risks, and threats to inventory.Substantive auditing procedures that staff should perform.
Corporate Ethics Cases: Discuss Real Life Conflicts
-
TBD
4.0 Credits
Member Price: $129
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?
ACPEN Signature 2025: Critical Real Estate Taxation Issues
-
TBD
8.0 Credits
Member Price: $250
The importance of correctly classifying property as capital gains property, inventory real estate, development real estate and real estate used in trade or business and applicable cost recovery recapture rules Preserving capital gains treatment for pre-development appreciation with a related party lot developer Cost Segregation Studies for Real Estate and their Tax Consequences Qualified Nonrecourse Debt under the At-Risk Rules Distinguishing repairs from improvements and the tax consequences of the difference Tax consequences of renting real estate Common issues in Ground Leases, Percentage Leases and Net Leases Classification as a Real Estate Professional under the PAL Rules and Interaction with the Rental Real Estate Rules and the Aggregation Election for rental real estate Review of current actions by Congress and the IRS affecting real estate.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
-
TBD
8.0 Credits
Member Price: $245
Tax considerations in divorce, including support obligations and property division Bankruptcy, debt cancelation, and financial hardship tax implications Tax treatment of cohabitation, premarital agreements, and exemptions Child support, alimony, and dependency issues Business dissolution and tax consequences Filing status options and tax rate comparisons Head of household qualifications and tax advantages Impact of refunds, deficiencies, and marital property rules
Financial Decisions that Led Two Businessmen to Prison
-
TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation
The Complete Guide to the Preparation of Form 1041
-
TBD
8.0 Credits
Member Price: $245
Step-by-step Form 1041 preparation Key issues in decedent’s estates and trusts Understanding Subchapter J and its impact on taxation Compliance strategies for fiduciary entities Tax treatment of DNI and IRD Case studies illustrating real-world application Legislative updates affecting estate and trust taxation
Cultural Transformation
-
TBD
1.0 Credits
Member Price: $55
The major topics that will be covered in this course include:What is culture Why culture matters A process to change your organization’s culture
Revenue Recognition Topic 606 - Identify the Contract Part 1
-
TBD
1.2 Credits
Member Price: $39
Revenue Recognition
Travel Expenses and Taxes: How to Maximize Deductions and Stay Compliant
-
TBD
2.0 Credits
Member Price: $79
Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings
Advanced Excel for Staff - Build Reports and Analyze Data
-
TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Building Reports Workflow: Understand the steps for creating professional and functional reports.Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights. Format and Structure Report: Use formatting tools to create visually appealing and structured reports.Review and Validate: Verify data accuracy and troubleshoot potential errors.Share the Report: Learn methods for distributing reports effectively within your organization.
K2's Expense Reporting Automation
-
TBD
2.0 Credits
Member Price: $79
Overview of selected expense and corporate credit card reporting and management platforms Major fraud schemes associated with expense reporting Extracting and importing transaction data from bank feeds and matching to receipts
Surgent's Raising Financially Capable Children
-
TBD
2.0 Credits
Member Price: $99
Discussion of the importance of financial education for the next generation Understanding a client’s financial values Determining a client’s financial literacy Helping clients develop a teaching roadmap Using knowledge to protect against entitlement Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play Discussion of specific topics, including tips and tricks related to: Allowances Earning, work, and entrepreneurship Spending, saving, and investing Philanthropy Taxes Credit cards, crypto, and financial fraud