CPE Catalog & Events
Creating a Culture of Trust in a Fraud-filled World
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.Consider the concept of trust and how can you establish real trust within your organization.Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
Lease Implementation for Private Entities 2024
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TBD
4.0 Credits
Member Price: $159
• Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations • Analysis of internal control and fraud risk aspects • Identification of high-risk areas of lease accounting and reporting • Suggested audit and review procedures for identified risks
Mergers & Acquisitions Part 2: Financial Accounting 2024
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TBD
4.0 Credits
Member Price: $159
• Identifying the acquirer and the acquisition date • Recognition and measurement issues on the acquisition date • Intangible assets • Deferred income taxes • Stock options
K2's 2023 Accessing And Managing Data In Excel
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TBD
4.0 Credits
Member Price: $129
Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations
Understanding Internal Control Constructs
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TBD
4.0 Credits
Member Price: $149
The major topics covered in this course include:Underlying concepts of internal controlThe importance of control measure interdependency
Simplify Outlook Meeting Scheduling with Office 365 Bookings
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TBD
1.0 Credits
Member Price: $55
The major topics covered in this course include: Overview of the Bookings app functionalityStep by step demonstration of how to setup your private Bookings web pageDefining your meeting types / servicesConfiguring text message reminder notificationsSetting your scheduling policiesCustomize your Bookings page form to capture important information while booking an appointment.Integrate with Microsoft Teams Meetings
Audit 307: Client and Profitable Engagement Management
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Importance of quality control on auditsWhy engagement budgets are not used, and how to overcome the barriers to successDetermining useful budget amounts to use as a toolBetter engagement scheduling tips for improved efficiencyMaking sure the client is ready on the first day of the auditDelegating for professional development and leveraging audit hoursHandling difficult delegation scenariosBetter engagement wrap-up tips and techniques
Surgent's Individual and Financial-Planning Tax Camp
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TBD
8.0 Credits
Member Price: $299
Comprehensive coverage of the SECURE Act 2.0 Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change Reading a tax return for developing client-specific tax strategies Will there be more changes in the individual tax laws? Changes to the lifetime estate tax exemption in light of proposed regulations The net investment income tax: planning for compliance Family income-splitting strategies that need to be considered Income tax issues: impact on timing of other income Selling a principal residence Two principal residences at the same time Use of life insurance to protect families Using Roth IRAs and Roth contribution programs to best advantage Conversions: do they still make sense? Taking distributions: matching timing to client requirements Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed Social Security solvency issues Incentive Stock Options and Employee Stock Purchase Plan considerations What to do about itemized deductions Trans-generational planning: conversions, income, and gain-splitting Tax benefits of HSAs and other tax-advantaged acccounts Recent case law, as applicable Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement
Power, Influence, and Ethics
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TBD
2.0 Credits
Member Price: $79
The two sides of leadership Practices that build and destroy an organization’s value and spirit Toxic leader characteristics Four sources of leadership power Push vs. pull leadership styles Six 'Rules of Influence' that cause one person to say 'yes' to another person Ways to defend ourselves against toxic leaders How to use corporate politics to our advantage and still do the right thing
Professional Skepticism
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TBD
2.0 Credits
Member Price: $89
The Professional Skepticism "Mind Set"Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusion
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional
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TBD
4.0 Credits
Member Price: $129
What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to deal with difficult people so they don’t bring you down How to use positive psychology principles to help your business
Beware the Tax Enforcers: How the US Prosecutes Tax Evaders
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Overview of the Tax Division's role and responsibilitiesCivil litigation and appellate cases in the Tax DivisionCriminal investigations and prosecutions of tax law violationsProtecting the public fisc through affirmative civil litigationEncouraging voluntary compliance with tax lawsEnsuring fair and uniform enforcement of tax lawsCollaboration with other federal agencies in tax law enforcement
Form 706 Preparation Part 2: Reporting Assets 2024
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TBD
2.0 Credits
Member Price: $89
• Action steps in 706 preparation engagement • Filing requirements, new forms, IRS return review procedures, closing letters • Obtaining transcripts and previously filed returns • Completing introductory pages 1-4 • Worksheets provided: Summary of Estate Plan • Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Leases: Lessee-Topic 842-20 2024
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TBD
2.0 Credits
Member Price: $89
• FASB ASC 842, Leases • All recently released updates to ASC 842, Leases
Surgent's Raising Financially Capable Children
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TBD
2.0 Credits
Member Price: $99
Discussion of the importance of a 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
Surgent's Successfully Completing an Income Tax Return for a Trust or Estate -- Form 1041
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TBD
2.0 Credits
Member Price: $99
Passive activity rules for trusts including the NIIT The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable) The critical categorization of income (taxable income vs. fiduciary accounting income) Distributable net income (DNI) and how it works The “Tier” Rules The Separate Share Rule IRC 663(b) “65-Day” Rule IRC §691(c) Deduction QSST and EBST elections How to treat excess deductions on termination Grantor trust rules and how they impact planning and return preparation The income tax side of Domestic Asset Protection Trusts
Surgent's Taking Advantage of Like-Kind Exchanges
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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
Tax and Environmental, Social and Governance Disclosure
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TBD
1.0 Credits
Member Price: $39
Tax and ESG ESG vs. “Tax ESG” Tax transparency ESG standards Tax disclosure Tax ESG standards
CPA Ethics in a Crisis World: Tales From the Front
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary timesReview of AICPA Code of Professional ConductReview of IRS Circular 230Review of client tax return disclosure rules (Sec. 6103)Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections
Exploring the New Lease Accounting Standard
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:What is a lease?Recognition and measurement of lease assets and liabilities Impact on lessors and lesseesDisclosures and transition rulesEffective dates