CPE Catalog & Events
Protecting Digital Data: More Important Now Than Ever Before 2024
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TBD
4.0 Credits
Member Price: $159
• Securing individual documents • Protecting information resident in the Cloud • Securing data stored on or accessed by mobile devices
Surgent's Buying and Selling a Business: Tax and Structuring Overview
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TBD
4.0 Credits
Member Price: $159
An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
Surgent's Examining ASC 842, Leases: More Than Meets the Eye
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TBD
4.0 Credits
Member Price: $159
ASU No. 2016-02, Leases (Topic 842) Overall lease accounting guidance Lessor Accounting 101 Lessee Accounting 101 Detailed review of accounting by lessees and lessors Sale and leaseback transactions Transition guidance Other operational issues Recently issued updates to the lease accounting guidance FASB guidance on accounting for COVID-19-related rent concessions Feedback from the public company adoption of Topic 842
The Role of Internal Control in the Risk-Based Audit
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TBD
4.0 Credits
Member Price: $149
The major topics that will be covered in this course include:Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control systemDevelopment of a tailored audit approach that considers the potential reliance on internal controlsGuidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Ethical Performance Management
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this class include:Definition and Benefits of Ethical Performance ManagementSetting Standards/Goal settingPreparing and Conducting the Appraisal InterviewLegal Considerations in Performance ManagementAvoiding Rater BiasFeedback and Coaching
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 Working Through Grief and Loss - How to Build a Supportive Workplace
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TBD
1.0 Credits
Member Price: $39
Employee Relations Culture Leadership Employee Retention
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements
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TBD
1.0 Credits
Member Price: $39
Federal laws providing greater visibility of sexual harassment and sexual assault claims Agency rulings curtailing confidentiality and non-disparagement clauses in agreements
The Controllership Series - The Role of the Controller in ESG
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TBD
1.5 Credits
Member Price: $59
Accounting Finance SG Operations
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)
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TBD
1.6 Credits
Member Price: $59
Forensic Accounting Accounting Auditing Finance
Keys to Maintaining Objectivity and Professional Skepticism
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TBD
2.0 Credits
Member Price: $85
Introduction to maintaining objectivity and professional skepticism Objectivity vs. independence Techniques to ensure independence How objective are you? Objectivity actions
Audit 402: Audit Quality Control - Avoid Peer Review Issues
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TBD
2.0 Credits
Member Price: $89
The major topics covered in this course include:Common peer review deficiencies that quality control reviewers should be alert toImportant considerations of second-level and other upper-level reviewersLessons learned from various regulatory oversight reviewsStatement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations
Devious Ethics: Avoiding Snakes in Suits
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TBD
2.0 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
K2's 2024 Accessing Your Company's Data With Power Query And Power BI
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TBD
2.0 Credits
Member Price: $79
Utilizing Power Query to access data from the web, spreadsheets, folders, and databases Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel Producing various reporting documents from data delivered from Power Query
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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TBD
3.0 Credits
Member Price: $149
How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation
Balance Sheet Management: The Least Understood Risk
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TBD
4.0 Credits
Member Price: $129
Understanding your balance sheet Analyze your balance sheet today and in the future Plan your balance sheet structure Properly balance debt and equity versus other funding sources Know the balance sheet pitfalls and risks to avoid Understand your cost of capital Interpret your cost of capital Evaluate the risks, pros and cons of debt Know how to raise debt Understand the risks, pros and cons of equity Examine alternative methods to raise financing Understand the decision process through real-world examples
2024 Financial Statement Presentation and Disclosure
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TBD
4.0 Credits
Member Price: $129
U.S. GAAP and Special purpose frameworks Form and content of financial statements: Balance sheets Income statements; Statements of cash flows Retained earnings and/or owners’ equity statements Comprehensive income Supplementary information Comparative vs. single-period financial statements Sufficiency of disclosures Illustrative disclosures frequently encountered in small-to-medium reporting entities Industry-specific nuances
2024 Real Estate Tax Update
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TBD
4.0 Credits
Member Price: $129
Recent tax legislation, rules and developments impacting real estate owners and investors Section 179 for qualified real property Section 179 for non-residential roofs, HVAC fire protection and security systems Section 163(j) interest expense limitation, including electing out and ADS depreciation Introduction to opportunity zones
Presentation Skills for Auditors
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TBD
2.0 Credits
Member Price: $89
The major topics that will be covered in this course include:How to connect with your audienceWhat to do when the unexpected happensHow to use your natural resources to enhance your messageHow to narrow your message for maximum impactWhat to avoid in a PowerPoint presentation
2024 Ethical Tax Practice Strategies in a Crisis World
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TBD
2.0 Credits
Member Price: $79
“Tales from the Front” – practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review 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